2011 RISI SEMINARS

Welcoming Remarks

RISI Seminar Chair: Joachim Klein, Founder / Managing Director, StepChange Consulting

RISI's Outlook for the Global Pulp and Paper Sector and how the Macroeconomic Situation will Impact the Industry

An overview of the pulp and paper sector worldwide based on RISI's industry leading forecast and analysis information

• Analysing the global macroeconomic trends and their influence on the industry
• An overview of each of the major producing regions
• Predicting a short term outlook for different pulp and paper grades
• Insights into the challenges and obstacles facing the P&P sector
• Discussing increasingly global markets and new competitive threats

~ Kurt Schaefer, Vice President, Fiber, RISI

Strategic challenges for the sector: A view from the financial side of the fence

• A financial perspective of the strategic business obstacles encountered in the pulp & paper industry
• How does the financial community's viewpoint relate to future planning and refinancing issues in the pulp & paper market?
• Understanding the requirements for successfully financing new projects in the industry
• Discussing viable strategies for surviving and maximising profitability opportunities

~ Rupert Taylor, Director, Sector Advisory, RBS Global Banking & Markets

Evaluating the role of Hedging Strategies as a Cost Management Tool for the Pulp and Paper Industry to Enhance Profitability

• Identifying the pros and cons of hedging price risk in the current economic environment
• How has the pulp and paper hedging market developed?
• What pulp and paper derivative tools are available to your business and how to use them effectively
• Why isn't the industry using these tools more?

~ Gary Helik, Director, N.A. Pulp & Paper Division, Tradition Financial Services

Refreshments and networking

Global Recovered Paper Market Outlook

• What are the demand trends for recovered paper in different regions?
• How will trades, especially Asian imports, influence global market balance?
• Will paper producers switch from recovered paper to virgin pulp to cope with the recovered paper crunch?

~ Hannah Zhao, Economist, Recovered Paper, RISI

Mill Intelligence: Analyzing Asset Quality and Cost Competitiveness

• What are the key drivers behind cost competitiveness and how much they can vary?
• What are the most characteristic regional differences from a global perspective?
• What kind of criteria can be used to analyze risk of closure?
• Case study: European uncoated woodfree

~ Ville Henttonen, Senior Product Manager, Mill Intelligence, RISI

Panel Discussion: Minimising input costs, while maintaining product quality and market position

• Highlighting cost drivers in the pulp and paper industry – what factors are driving the cost of raw materials?
• Input costs forecast – analysing average input costs across Western Europe
• Applying different strategies to ensure efficient use of resources
• Identifying alternative energy sources that are efficient and cost effective
• Sourcing raw materials in low cost countries

Moderator: Joachim Klein, Founder / Managing Director, StepChange Consulting

Panelists:
~ Ville Henttonen, Senior Product Manager, Mill Intelligence, RISI
~ Roger Hagen, Vice President and General Manager, RockTenn, Solvay Mill
~ Tomasz Katewicz, Member of the Management Board, Director of Production, Mondi
~ Bill Moore, President, Moore & Associates

Feedback, discussion and questions

CLOSE OF RISI MORNING SEMINAR

* Topics are subject to change.

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Welcoming Remarks

~ Mark Rushton, RISI Seminar Chair, Editor, Pulp & Paper International (PPI), RISI

KEYNOTE ADDRESS: Five Tips for Building a Global Company

~ Maximo Pacheco, Senior Vice President, International Paper and President of International Paper, Europe, Middle East, Africa and Russia

RISI's Outlook for Global Graphic Paper Markets

• Summary of the findings from RISI's study of the impact of e-Readers and media tablets on paper demand
• Measures that producers in North America and Europe are taking to combat declining demand
• Advertising, circulation and e-reader/tablet trends
• Shifts in demand and capacity worldwide

~ Derek Mahlburg, Economist, Graphic Paper, RISI

Innovative Strategies to Create New Revenue Streams: Accessing Fresh Opportunities in Existing and New Markets

• Discussing the recent trends in the graphic arts and the role of electronics and paper technology in modern communication
• Expanding the reach of printed materials – how are they evolving and how can they progress further?
• Exploring novel ideas for extending product applications: composites, packaging, new machinery and technology

~ Gareth Ward, Editor, Print Business Magazine

Refreshments and networking

Outlining business opportunities in new geographical markets: Meeting growing demand in developing markets and navigating successfully in unfamiliar territory

• Reviewing the progression of the paper & pulp industry in China - a recap on the influence that this region has on the market
• Identifying key potential markets in Russia, the Middle East, Africa and South America
• Evaluating the business case for entering new markets - analysing the demand for paper products against the costs involved in doing business in various regions
• Identifying opportunities for exporting high value niche products beyond Europe- responding to a growing middle class in emerging markets

~ Per-Ove Nordström, Senior Expert, McKinsey & Company

The European Paper Industry's Sustainability Performance

• First public preview to the CEPI 2011 Sustainability Report
• Areas of improvement, areas of attention
• Brussels agenda - The next generation of sustainability issues for the sector
• Resource efficiency - Recycling 2.0
• Global Water stewardship – FSC for water
• Two weeks to go to Durban - Climate change, Forests, biomass
• The CEPI 2050 roadmap – launched at European Paper Week

~ Marco Mensink, Deputy Director General, CEPI

The Big Debate: Sustainability and the Paper Industry - Looking at the Big Issues

In association with HP and Colorlok Technology

A panel discussion focusing on these key issues:

• Identifying the challenges facing P&P producers to meet sustainability and environmental standards
• Ascertaining the obstacles and opportunities around recyclability of papers
• Understanding the business case for sustainable production and products
• Expanding the reach of sustainability from production to printing and recycling/de-inking
• Where is the paper industry in in terms of sustainability, what work has been done, and what needs to still be done
• How has the messaging around sustainability improved and what are the next steps needed?
• Is it more environmentally friendly to have certified paper from virgin pulp as opposed to recycled paper?
• Progress has been made, but what are we going to next?

Moderator:
~ Mark Rushton, RISI Seminar Chair, Editor, Pulp & Paper International (PPI), RISI
Panelists:
~ Larry Tracy, Program Director, HP
~ Martyn Eustace, Director, Two Sides and European Sustainability Manager and UK Country Manager, Print Power
~ Jim Ford, Director, Climate for Ideas
~ John Sanderson, Director, Environmental Market Support, UPM
~ Gareth Ward, Editor, Print Business Magazine

The Big Debate Continued: Q&A from the audience

CLOSE OF RISI SEMINAR

* Topics are subject to change.

To view the legal limitations on discussions at RISI conferences, please click here