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Monday, September 20, 2010

10:00 AM	Conference Registration  Padfolios sponsored by CRU Indices
11:30 AM - 12:15 PM	Luncheon Sponsored by The Steel Index
12:15 - 1:15 PM	The Politics of Change: A Look at the Midterm Elections Charlie Cook, publisher, Cook Political Report and columnist National Journal Charlie Cook will give us a direct line to politics in Washington and the broad implications of the most recent political decisions coming from the Obama White House. He will also parse Congress’ agendas, while providing perceptive commentaries on policy-making in Washington Once deemed “the Picasso of election analysis” by the Wall Street Journal, Cook produces the sharpest political handicapping in the business, and will deliver an enlightening look at the politics of the day including an analysis of midterm elections.
1:15 - 1:45 PM	Refreshment Break Sponsored by Red Bud Industries Inc.
1:45 - 2:45 PM	Growth and Growing Pains James Sweeney, director, global strategy team, Credit Suisse The most serious phase of the financial crisis has passed and a global economic recovery is underway. Will this be a double-dip scenario? Will countries with high sovereign debt and fiscal deficits push the global economy back into recession?
2:45 - 4:00 PM	The Shape of the Recovery: Points of View Paul L. Kasriel, senior vice president & chief economist, The Northern Trust Company Dave Huether, chief economist, National Association of Manufacturers Two economists will provide their perspectives on the shape of the recovery. Hear about manufacturing and its pivotal role in the North American economy and a glimpse into what happens after the stimulus spending wears off.
4:15 - 5:15 PM	END-USE MARKET CONCURRENT SESSIONS 1: Oil, Gas & Energy Sponsored by SSAB Americas OCTG and much more from the energy sector, Mary H. Novak, managing director, North American Energy Services, IHS Global Insight Consumer Durables Sponsored by Alcoa North American Rolled Products What's the outlook on consumer durables, including household appliances, outdoor power equipment, business equipment and more? Evan Barrington, Ph.D., vice president, economic analysis, The Stevenson Company  Defense Sponsored by Kaiser Aluminum What to expect in spending for the wide range of metals-intensive defense requirements. James McAleese, founder, McAleese & Associates, P.C.
5:30 - 6:30 PM	Receptions by Product Division Aluminum Sponsored by Sapa Extrusions  Bar Sponsored by Kaiser Aluminum Flat Rolled Sponsored by Steel Business Briefing Plates & Shapes Sponsored by Namasco Corporation Specialty Metals Sponsored by SAP Americas  Tubular Sponsored by Kaiser Aluminum
6:30 - 9:00 PM	Monday Night Football Experience & Dinner New Orleans at San Francisco (7:30pm game)  Sponsored by Reliance Steel & Aluminum Co.

Tuesday, September 21, 2010

7:00 - 7:30 AM	Breakfast Sponsored by ThyssenKrupp Materials, NA, Inc.
7:30 - 8:15 AM	Recovery After the Great Recession William Strauss, senior economist & economic advisor, Federal Reserve Bank of Chicago What are the expectations for economic growth for the remainder of 2010 and 2011? What will be the Federal Reserve’s role in shaping the recovery? What are the expectations for capital spending? Will credit conditions improve in 2011? Has the fiscal stimulus had an impact on employment? Hear how and why the economy has changed and what it will look like years after The Great Recession.
8:15 - 8:30 AM	Refreshment Break Sponsored by Forward magazine
8:30 - 9:30 AM	END-USE MARKET CONCURRENT SESSIONS 2: Aerospace Sponsored by Kaiser Aluminum If it leaves the ground, we'll cover it in this session. Richard Aboulafia, vice president, analysis, The Teal Group Corporation Automotive & Light Truck The complete outlook for North American automotive and light truck output. Dennis DesRosiers, president, DesRosier Automotive Consultants Inc. Construction Hear the outlook for commercial, infrastructure & power generation projects. Ken Simonson, chief economist, Associated General Contractors of America
9:30 - 9:45 AM	Refreshment Break Sponsored by Forward magazine
9:45 - 10:45 AM	END-USE MARKET CONCURRENT SESSIONS 3: Housing Hear the outlook for construction and remodeling in single-family and multi-family housing. Has the stimulus credit spurred recovery? What happens when the credits run-out? Patrick Newport, director, long-term forecast, U.S. Macroeconomics Group, IHS Global Insight Heavy Equipment Sponsored by Nelsen Steel Company LP A review of markets for agricultural, earth-moving, mining equipment and heavy truck & trailer manufacturing. Eli Lustgarten, senior vice president & senior analyst, Longbow Research Rail Car Hear about rail car forecasts for 2011. Peter M. Toja, Economic Planning Associates, Inc.
11:00 - 12:00 AM	METAL SPECIFIC CONCURRENT SESSIONS Carbon Steel Outlook Sponsored by Steel Business Briefing Market expectations for bar, plates, structural, flat-rolled, and tubular product segments. Mark W. Henkels, managing director, Moelis & Company Specialty Metals Outlook Forecast of expectations for stainless and tool steel demand. Markus A. Moll, managing director, SMR Steel & Metals Market Research GmbH Aluminum Outlook Sponsored by Sapa Extrusions Our speaker's best estimate of demand for aluminum in 2011. Timothy P. Hayes, vice president, research, Davenport & Company LLC
12:00 - 2:00 PM	Credit Suisse Private Company Educational Forum & Lunch (Learn more)

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