7:10
Transportation to Golf Classic
Atlantic Foyer – Radisson Blu Aqua Hotel
8:00 – 15:15
HARBOR’s 7th Golf Classic
Harborside International Golf Center
10:00 – 17:30
Summit Registration
Atlantic Foyer – Radisson Blu Aqua Hotel
Registration Drinks
Atlantic Foyer – Radisson Blu Aqua Hotel
10:00
WALT EXPO 2020 Opens
Pacific Ballroom – Radisson Blu Aqua Hotel
12:10 – 13:20
EXPAND YOUR TOOLBOX: HOW TO PROFIT FROM HARBOR’S INDUSTRY DATA & MARKET INTEL REPORTS
Tom Leary, Vice President Flat Rolled Products, HARBOR Aluminum
Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum
Gerardo Solorio, Senior Aluminum Analyst, HARBOR Aluminum
HARBOR’s Executive Training Program
Level 1
THE ALUMINUM INDUSTRY & THE NORTH AMERICAN MARKET
* Only for delegates that have already signed up.
13:30
The Aluminum Industry Supply Chain & Its Workings
Tom Leary, Vice President Flat Rolled Products, HARBOR Aluminum
14:20
Understanding Aluminum Smelting Economics & Latest Cost Curve Intel
Julio Moreno, Senior Raw Materials Analyst, HARBOR Aluminum
15:10
Networking Refreshment Break
15:25
Aluminum Pricing Structures & Their Determinants
Jesus Villegas, VP Aluminum Analysis, HARBOR Aluminum
16:15
The North American Aluminum Industry & Market Changes Ahead
Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum
Level 2
SCRAP MARKET, LME’S WORKINGS & ALUMINUM PRICE RISK MANAGEMENT
* Only for delegates that have already signed up.
13:30
Aluminum Scrap Market: What it is, How it Works & Why is it important
Jesus Villegas, VP Aluminum Analysis, HARBOR Aluminum
14:20
London Metal Exchange: How it Operates & Key Terminology
Gerardo Solorio, Senior Aluminum Analyst, HARBOR Aluminum
15:10
Networking Refreshment Break
15:25
Aluminum Price Risk Management I & II (Physical Trading & LME)
Erik Serio, Aluminum Price Risk Management, Consultant
17:00 – 19:00
Welcome Reception
Outdoor Terrace, 3rd Floor – Radisson Blu Aqua Hotel
7:00 – 8:00
Networking Breakfast
7:00 – 19:00
WALT Expo (Exhibits)
SESSION 1: ALUMINUM INDUSTRY FUNDAMENTALS, OUTLOOK & HOT TOPICS
Moderators: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Tim Weiner, Director Global Financial Risk, Molson Coors (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel
8:00
A Market Surplus and Yet Bullish? Aluminum’s Market Landscape & Outlook 2020-2021
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
8:50
SPECIAL PRESENTATION: The Federal Reserve, Its Balance Sheet and Why We Should Care
Professor Alan N. Rechtschaffen, Commodity Risk Manager
9:30
Live Poll and Q&A Session
9:40
PANEL ON HOT MARKET TOPICS: USMCA, Green Aluminum, “The Canadian Problem”, Oversupply & Competition, COVID-19 Impact & Recovery Outlook
Adel Abubakar, CEO & President, EGA America
Brian Hesse, President & CEO, Rusal America
Robert Gamba, Director Global Metal Procurement, Arconic
Marcus Becker, VP & Chief Procurement Officer, Constellium
Tim Chimera, Director of Procurement, Hydro-Extrusions North America
10:30
Networking Refreshment Break
2020 AWARD – WORLD’S TOP ALUMINUM EXECUTIVE
10:50
HARBOR’s Gene Greenberg Annual Award For World’s Top Aluminum Executive
Award Judges:
Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
Timothy Reyes, President, Alcoa Aluminum
David Rosenblum, Vice President Non-Ferrous Sales, Omnisource
Guy Riviere, Vice President, Scepter
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
KEYNOTE SESSION 2: BUSINESS STRATEGY
Moderator: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel
11:10
KEYNOTE PRESENTATION: The Emerging New World Order – What Could it Mean to the Aluminum Industry?
George Friedman, Founder and Chairman, Geopolitical Futures
12:00
Networking Lunch
SESSION 3: ALUMINUM FLAT ROLLED PRODUCTS OUTLOOK
Moderators: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Tom Leary, Vice President Flat Rolled Products, HARBOR Aluminum (Panel & Live Poll)
13:05
It’s Real. The Aluminum Can Revolution 2.0
William Dempsey, Vice President Global Sourcing, Ball
13:30
The Cansheet and Autosheet Revolutions Are Not That Similar: Supply and Demand Outlook 2020 – 2021
Tom Leary, Vice President Flat Rolled Products, HARBOR Aluminum
.
13:30
13:55
WALT Expo (On the Sidelines)
TECHNICAL PAPER: The New Paradigm Shift in Extruder’s Billet Supply
Ram Ramanan, Senior Technical Billet Consultant, RUSAL America
Jim Walters, Senior Sales Manager, RUSAL America
NEW SUPPLIER PAPER: Technologically Manufactured – Cast Aluminum Ingots
Patrick Callihan, President, Ellwood
13:55
AD/CVD Investigation on the US Common Alloy Market & Foil Market Outlook 2020 – 2021
Tom Leary, Vice President Flat Rolled Products, HARBOR Aluminum
14:20
STRATEGIC PANNEL: North America’s Cansheet, Common Alloy Sheet, Autosheet & Foil Market Trends and Outlook
Buddy Stemple, Chief Executive Officer, Constellium Ravenswood
Mike Keown, President, Commonwealth Aluminum
Don Foster, Chief Executive Office, Unity Aluminum
Peter Rijkoort, Chief Executive Officer, OARC
Mike Otero, Chief Executive Officer, Almexa
William Dempsey, Vice President Global Sourcing, Ball
Carl Grobien, VP Mexico Operations, National Material Mexico
Hudson Moore, Global Director Metal Sourcing, Anheuser-Busch InBev
15:10
Live Poll and Q&A Session
15:20
Networking Refreshment Break
SESSION 4: NEW CONTRACTS , GREEN ALUMINUM & ALUMINUM PREMIUMS
Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum (Live Poll and Q&A)
Atlantic Ballroom – Radisson Blu Aqua Hotel
15:30
The Canadian Problem, Section 232 Winners and Losers & The Global P1020 Premium Outlook 2020-2021
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
Atlantic Foyer – Radisson Blu Aqua Hotel
16:10
LME’s New Contracts Launch and the Sustainability Agenda
Matthew Chamberlain, Chief Executive Officer, London Metal Exchange
16:30
KEYNOTE STRATEGIC PANEL: Green Aluminum, New Exchange Contracts, P1020 Premiums Reform, Latest on Risk Management
Lord Gregory Barker, Chairman, EN+ Group
Matthew Chamberlain, Chief Executive Officer, London Metal Exchange
Young-Jin Chang, Managing Director & Global Head, CME Group
Mary Jane Saunders, Vice President and General Counsel, Beer Institute
Tim Weiner, Director Global Financial Risk, Molson Coors
17:15
Live Poll and Q&A Session
17:25
Networking Drinks
7:00
Networking Breakfast
7:00 – 12:00
WALT Expo (Exhibits)
EARLY MORNING SESSION
Moderator: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum
Atlantic Ballroom – Radisson Blu Aqua Hotel
7:30
The North American Aluminum Foundry and Wire & Cable Market Outlook 2020- 2021
Juan Betancourt, Senior Aluminum Trade Analyst, HARBOR Aluminum
7:50
Q&A Session
SESSION 5: ALUMINUM SCRAP & SECONDARY MARKET OUTLOOK
Moderators: Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum (Panel, Live Poll, Q&A)
Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum (Panel)
Atlantic Ballroom – Radisson Blu Aqua Hotel
8:00
The Upcoming North American Scrap Tightness, Impact & Exceptions
Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum (Panel)
8:25
AGITA ! – Zorba & 5xxx/6xxx Scrap
David Rosenblum, Vice President Non-Ferrous Sales, Omnisource
8:45
The Western World’s UBC and Class Scrap Landscape & Outlook 2020 – 2021
Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum
9:10
STRATEGIC PANEL: Key Players Share Their Views on Current Trends & Challenges the North American Scrap and Secondary Market Face
David Rosenblum, Vice President Non-Ferrous Sales, Omnisource
Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum
TBA, Chief Marketing Officer, Arzyz Manufacturing
Frank van de Winkel, Manager Business Development, TOMRA Sorting
10:00
Live Poll and Q&A Session
10:15
Networking Refreshment Break
SESSION 6: STRATEGIC TOPICS OF INTEREST
Moderators: Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum (Panel)
Rich Markiewicz, Senior Advisor, Physical Trading, HARBOR Aluminum (Live Poll and Q&A)
10:30
LME Price Outlook 2020 – 2021: Fundamental & Speculative Scenarios
Jorge Vazquez, Founder & Managing Director, HARBOR Aluminum
11:00
Billet Oversupply for How Long? North America & Europe Market Outlook 2020 – 2021
Juan Betancourt, Senior Aluminum Analyst, HARBOR Aluminum
11:30
USMCA Aluminum: Who are the Real Winners & Losers?
Jesus Villegas, Vice President Aluminum Analysis, HARBOR Aluminum
11:55
Live Poll and Q&A Session
12:05
End of Summit and WALT Expo 2020
