Webcast Agenda

Please note that only publicly traded companies are webcast, and only if they so choose. The conference agenda is subject to late changes. Times listed are in Eastern Daylight Time. For special presentations and keynotes, listed times may be approximate.
    Asterisked items (*) indicates no webcast, and ‡ that a presentation is webcast live only and is not available for on-demand playback.

Monday, June 11
Tuesday, June 12


Monday, June 11, 2007

 Metro EastEmpire EastEmpire WestCentral Part WestCentral Park East
7:30 AMAlcoa Inc.Dover Corp.Crane Beazer Homes USA
8:15 AMDeere & Company‡Harris CorporationWesco International, Inc.*Silgan Holdings Inc.*Coeur d'Alene Mines Corp.
9:00 AMUnited TechnologiesFreeport-McMoRan Copper & Gold Inc.USG CorporationSealed AirLouisiana-Pacific
9:45 AM
Break
    
10:00 AMArcelor MittalRoper Industries Inc.‡Hovnanian Enterprises IncEastman Chemical CompanyWaste Connections, Inc.
10:45 AMTextron*Allegheny TechnologiesToll BrothersPactivCommercial Vehicle Group
11:30 AM Case New HollandMohawk‡Crown Holdings, Inc*Chicago Bridge & Iron, NV
12:15 PMKeynote Luncheon - 'The State Of Corporate Governance in 2007'*
Panel topics include: shareholder activism, executive compensation and board composition. The panel is designed to provide perspectives from all angles of these corporate governance topics, including the view of shareholder activists, CEOs, legal counsel, and advocates of disciplined corporate governance.
Panelists:
William Ackman, Founder & Managing Member, Pershing Square Capital Management;
Martin Lipton, Founding Partner, Wachtell, Lipton, Rosen & Katz;
Henry Silverman, Chairman & CEO, Realogy;
John Wilcox, SVP & Head of Corporate Governance,TIAA-CREF.
Moderator: Dennis Hersch, JPMorgan’s Global Chairman of M&A.
(Metro West)
    
1:30 PMGeneral Electric CorporationLyondell Chemical CompanyKennametal IncAptarGroup, Inc.‡Shaw Group
2:15 PMBarrick Gold CorporationBlack & Decker CorporationNavistar International CorporationSonoco Products Co.Steel Dynamics, Inc.‡
3:00 PM
Break
    
3:15 PMNewmont Mining CorporationWhirlpool CorporationIngersoll Rand*Rock-Tenn*Gerdau AmeriSteel Corp.
4:00 PMGoldcorp IncDuPont‡Alliant Techsystems, IncOwens-Illinois, Inc.West Pharmaceutical Services, Inc.


Tuesday, June 12, 2007

 Metro EastEmpire EastEmpire WestCentral Part WestCentral Park EastLenox
7:30 AMWaste Management Inc.The Mosaic CompanyMeadWestvacoSPX Corp.Owens CorningKnoll Inc.
8:15 AMInternational PaperAmerican Standard Companies Inc.URS CorporationAGCO Corp.General Cable Corp.*Valspar Corporation
9:00 AMCaterpillar Inc.*DR Horton Inc.UPM-Kymmene*Pall CorporationLincoln Electric Holdings Inc.*Interline Brands, Inc.
9:45 AM
Break
     
10:00 AMRohm and Haas Co.CONSOL Energy, Inc. Manitowoc Company, Inc.Ryland Group IncGoodman Global Inc
10:45 AMThe Dow Chemical Co.‡Peabody Energy Corp*ITT CorporationCummins IncCarpenter Technology*Builders FirstSource Inc.*
11:30 AMPraxair Inc.Arch Coal, Inc.Abitibi-ConsolidatedU.S. Steel Corp*Standard Pacific Corp.Casella Waste Systems Inc.
12:15 PMKeynote Luncheon - 'Basics & Industrials: The JPMorgan Perspective'*
JP Morgan analysts and strategists will discuss key issues for several industrial sectors, and highlight key themes that have emerged at the conference. Abhijit Chakrabortti, head of global equity strategy, will lead off with some high level observations, and JP Morgan basics and industrial sector analysts will follow with more focused comments and investment ideas. We welcome and encourage questions and comments for this interactive session.
The JP Morgan Basics and Industrials Research Team:
Panelists:
Michael Gambardella -- Metals, Mining & Steel;
Jeffrey Zekauskas -- NA Chemicals, Commodity Chemicals & Genomics/Life Sciences;
Joseph Nadol -- Aerospace & Defense;
Stephen Tusa -- NA Electrical Equipment & Mulit-Industry.
Moderator: Stephen Volkmann -- NA Machinery.
(Metro West)
     
1:30 PM3MAir Products & Chemicals, Inc.Smurfit-Stone Container CorporationStericycle, Inc.MDC HoldingsBeacon Roofing Supply*
2:15 PMNorthrop Grumman Corp.Terex Corp.Centex Corp.Republic Services Inc.Teck ComincoPGT, Inc.*
3:00 PM
Break
     
3:15 PMEaton CorporationFortune BrandsCarlisle Companies Inc*Allied Waste Industries Inc.GrafTech International LtdActuant Corp*
4:00 PMRockwell Automation Inc.Pulte Homes, Inc.Mueller Water Products, Inc.Commercial Metals Company*GenCorpWaste Services