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Steel in Transition New Capacity, Trade, Transportation & Forecasts

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Steel in Transition New Capacity, Trade, Transportation & Forecasts AUGUST 26-28, 2019 SMU STEEL SUMMIT 2019 Georgia International Convention Center Atlanta, GA SteelMarketUpdate.com/Events/Steel-Summit STEEL IN TRANSITION NEW CAPACITY, TRADE, TRANSPORTATION & FORECASTS CONFERENCE AGENDA Monday, August 26, 2019 10:00 - 5:30 PM Conference Registration Georgia International Convention Center – South Lobby All-Day Beverage - Sponsored by: BMO Harris Bank 10:30 - 12:00 PM Price Risk Management Workshop Hosted by CME Group 10:30 - 10:45 General Introduction to futures markets 10:45 - 11:15 Hedging examples from consumer and producer perspectives 11:15 - 11:55 Panel discussion - development and status of the steel futures market 11:55 –-Q&A Andre Marshall, CEO and Founder, Crunch Risk Guarav Chhibbar, Partner, Metal Edge Partners Jeremy Flack, CEO, Flack Global Metals Sean Kessler, Manager - Metals Products, CME Group Only this event will be held at the Airport Marriott Gateway Hotel. All other events will be held at the GICC. 1:00 - 1:45 PM SMU/CRU Proprietary Indices & Forecasts John Packard, President & CEO Steel Market Update Chris Houlden, Research Manager – Steel and Head of Prices Development CRU Josh Spoores, Principal Analyst - Steel CRU 1:45 - 2:30 PM Transportation Issues & Solutions James Burg, President James Burg Trucking Company JR Schaaf (Jim), Group VP - Metals & Construction Norfolk Southern 2:30 - 2:50 PM Break - Sponsored by: Acero Prime 2:50 - 4:00 PM Steel Distribution & Processing: Demand Perspectives Edward J. Lehner, President & CEO Ryerson John G. Reid, Director, President & CEO Russel Metals Kurt Russell, President & COO Precoat Metals 4:00 - 5:30 PM Networking Reception: Making New Friends & Business Relationships Sponsored by: Heidtman Steel Tuesday, August 27, 2019 7:00 - 8:00 AM Doors Open at GICC Registration Georgia International Convention Center – South Lobby Coffee & Pastries Salons 6-8 (Exhibit Area) All-Day Beverage - Sponsored by: Magic Coil Products Pastries - Sponsored by: Alliance Steel 8:00 - 8:20 AM Welcome to the 9th SMU Steel Summit Conference John Packard, President & CEO Steel Market Update 8:20 - 9:20 AM KEYNOTE Presentation: The State of The Industry Thomas Gibson, President & CEO American Iron and Steel Institute 9:20 - 9:50 AM Break - Sponsored by: MidWest Materials 9:50- 11:00 AM International Trade: War or Peace? Philip K. Bell, President Steel Manufacturers Association Lewis E. Leibowitz, Attorney The Law Office of Lewis E. Leibowitz Alan H. Price, Partner Wiley Rein, LLP Donald Bly, Partner Applied Value 11:00 - 12:00 PM The Global and North American Economies Dr. Christopher Kuehl (PhD), Managing Director Armada Corporate Intelligence 12:00 - 1:00 PM Lunch - Sponsored by: Nucor 1:00 - 1:45 PM What Do You Think? Interactive with The SMU App John Packard, President & CEO Steel Market Update 1:45 - 2:25 PM SMU NexGen Leadership Award, Sponsored by: Steel Manufacturers Association 2:25 - 2:55 PM Break - Sponsored By: American Iron and Steel Institute 2:55 - 4:00 PM Steel Mills Discuss New Capacity John G. Hritz, President & CEO JSW Steel (USA) Mark Millett, President & CEO Steel Dynamics, Inc. Ladd Hall, Executive Vice President Nucor César Jiménez, CEO Ternium, Mexcio 4:00 – 5:30 PM Networking Reception: It’s All About Building Relationships Sponsored by: Steel Dynamics, Inc. Wednesday August 28, 2019 7:00 - 8:00 AM Doors Open at GICC Registration GICC – South Lobby Coffee & Pastries Salons 6-8 (Exhibit Area) All-Day Beverage - Sponsored by: UPG Enterprises LLC Pastries - Sponsored by: Ratner Steel Supply Company 8:00 - 8:15 AM Opening Comments John Packard, President & CEO Steel Market Update 8:15 - 9:15 AM Mill Inputs & Pricing Ryan Smith, Steel Analyst CRU 9:15 - 10:30 AM KEYNOTE: Managing In An Uncertain Economy Dr. Alan Beaulieu, President & Principal ITR Economics 10:30 - 11:00 AM Break - Sponsored by: Priefert Steel 11:00 - 12:00 PM The Impact of New Steel Capacity Paul Lowrey, Managing Partner Steel Research Associates, LLC Timna Tanners, Research Analyst, Metals & Mining Bank of America Merrill Lynch Research Lynn Lupori, Head of Consulting – North America CRU 12:00 -12:45 PM Lunch - Sponsored by: LME 12:45 - 1:45 PM KEYNOTE Presentation: Daily Briefing: Politics, Policy and The Economy Ari Fleischer, Former White House Press Secretary Ari Fleischer Communications 1:45 - 2:30 PM Banking/Finance in 2020 & Your Business Ira J. Kreft, Senior Vice President Bank of America Business Capital Jim Tumulty, Principal & CEO Calibre Group, LLC 2:30 PM Conference Concludes: John Packard, President & CEO Steel Market Update Conference Sponsors Exclusive Platinum Sponsor: Red Bud Industries Beverage Sponsor: BMO Harris Bank Writing Tablet Sponsor: Reibus Beverage Sponsor: UPG Enterprises LLC Lanyard Sponsor: Mill Steel Company Beverage Sponsor: Magic Coil Products Corporate Sponsor: Bank of America Merrill Break Sponsor: American Iron and Steel Lynch Institute Corporate Sponsor: Big River Steel Break Sponsor: Priefert Steel Corporate Sponsor: Crowe Break Sponsor: MidWest Materials Networking Reception: Heidtman Steel Break Sponsor: Acero Prime Networking Reception: Steel Dynamics, Inc Bronze Sponsor: Ternium Wi-Fi Sponsor: Pacesetter Bronze Sponsor: Port Tampa Bay Workshop Sponsor: CME Group Morning Pastries: Ratner Steel Supply Company Lunch Sponsor: Nucor Morning Pastries: Alliance Steel Lunch Sponsor: LME .
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