North American Aluminum Conference

Focus On Downstream

June 25 - 27, 2007 , W Chicago City Center , Chicago , IL
Monday, June 25, 2007
4:30

Conference Registration & Exhibits Open

5:30

Cocktail Reception

Tuesday, June 26, 2007
7:30

Registration, Exhibits & Networking Breakfast

Delegates will have the opportunity to briefly introduce

themselves to their fellow conference attendees enabling them to make additional business contacts.

8:30

Welcome Address

Gerard Strahan, Managing Director- Events, AMM
8:35

Keynote Presentation

Consolidation Implications for the Downstream Market

Steven Demetriou, Chairman and Chief Executive Officer, Aleris International, Inc.
9:15

Highlight Address

Global Issues Impacting the North American Aluminum Marketplace

David Abramson, Managing Editor , BCA Research
9:45

Coffee Break

10:15

Session I: Supply and Demand

TOPICS:

What new products and developments are on the horizon for can sheet?

What is the outlook given higher raw material costs?

How are suppliers handling the new reality of higher metal prices?

What is the impact from China?

What is the rate of aluminum supplies in and out North America?

China’s primary and semi aluminum output and export boom: outlook & implications.

Moderator: Matthew Lerner, Reporter – Nonferrous, AMM
Greg Barczy, Vice President, Development and Technical Director, CMC Commonwealth Metals
Lloyd O'Carroll, Metals Equity Analyst, Davenport & Co.
Jorge Vazquez, President, Harbor Intelligence
12:00

Lunch

Energy Impact on Aluminum

Brian Habacivch , Vice President – Consulting, Fellon-McCord & Associates, Inc.
2:00

Session II: Aluminum Industry Influx – Structure Change Afoot

TOPICS:

What is the role of financial investment groups in the aluminum industry?

Why do they like the sector, and observations on the industry from an outsider view?

An outlook on producing aluminum in the U.S.

Moderator: Timothy Hayes, CFA, Research Analyst, Davenport & Co.
Rick Press, Partner, Apollo Management
Mike Tanchuk, Chief Executive Officer, Ormet Corp.
3:00

Session III: Automotive & Transportation

TOPICS:

Demand outlook for the automotive and transportation sectors.

How is the high price of aluminum impacting the marketplace and downstream businesses?

Amid the challenge of low build rates of trailer manufacturing, where are service centers going for new business?

Where are the supply constraints and how can they be eased?

Moderator: Jorge Vazquez, President, Harbor Intelligence
Craig Colyer, National Product Manager, O'Neal Steel
George Eliades, Chief Executive Officer, Automotive Recyclers Association
Brian Johnson, Automotive Analyst, Lehman Brothers
Lloyd "Buddy" Stemple, Vice President and General Manager , Novelis North America Specialty Products Group, on behalf of the Aluminum Association
5:00

Cocktail Party

Wednesday, June 27, 2007
8:00

Registration, Exhibits & Continental Breakfast

9:00

Session IV: Aerospace

TOPICS:

What are the current order levels for aerospace manufacturers and what is the future outlook?

How might new technologies or initiatives impact aluminum’s role in the aerospace sector over the next several years?

Aluminum versus composites.

Dr. Subodh K. Das, President & CEO, Secat Inc.
Ronald Epstein, Aerospace Analyst, Merrill Lynch
10:00

Coffee Break

10:30

Session V: Building & Construction

TOPICS:

What challenges/areas of growth are seen in the commercial and residential construction markets?

How has business been impacted amid the current state of the housing market?

What are inventory levels and are customers re-stocking at expected rates?

Moderator: Matthew Lerner, Reporter – Nonferrous, AMM
Tom Akers, Executive Vice President, Metal Exchange Corp.
Sammy Peek, Director of Marketing, New Product Development, JW Aluminum
Rand A. Baldwin, President of the Council, AEC
12:00

Lunch & Closing Remarks

Sponsors:

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