Sunday, January 24
6:30 p.m. VMA Board Reception and Dinner (Closed)
Monday, January 25
8:00 a.m. – Noon VMA Board Meeting (Closed)
1:00 – 2:30 p.m. Session I
Moderator: Bruce Broxterman, President, Richards Industries and 2009-10 VMA Program Chairman
. Energy Geopolitics
Speaker: Michael J. Economides, Managing Partner, Dr. Michael J. Economides Consultants, Inc., Houston, TX
The past few years have been eventful in the world of energy. Dr. Economides will address global energy issues such as:
· The substantial imbalance in the location of energy producers and consumers, an imbalance that has precipitated world conflicts and one that will likely cause future upheavals
· The fact that energy militant nations such as Iran, Venezuela and, over the last few years, Russia hold a considerable sway over the energy trade
· The considerable significance of the change of fuels from wood to coal to oil and now to natural gas and, eventually, hydrogen
· And, compounding the issues even further is the entire rhetoric of global climate change.
2:30 – 3:00 p.m. Refreshment Break
3:00 – 4:30 p.m. Session II
Moderator: Dan Button, President, Emerson Process Management, Valve Automation Division
The Wall Street Perspective of the Industry
Speaker: Michael A. Schneider, CFA, Senior Research Analyst, Director, Robert W. Baird & Co., Milwaukee, Wisconsin
Michael will discuss the Wall Street view of our industry addressing such issues as:
· The current industrial cycle and where we are and what is different
· What investors like and don’t from mature product companies
· Consolidation trends
· Stock performance of public companies
6:00 p.m. until… VMA Host Reception and Dinner
Tuesday, January 26
8:00 – 9:30 a.m. Breakfast Meeting (Guests Invited)
Moderator: Mark Cordell, President, Distributed Valves, Cameron Valves & Measurement
A Political Update
Speaker: Governor Bobby Jindel (invited)
Hear from the current Governor of Louisiana about the current political scene as well as those of his home state.
9:30 – 10:30 a.m. Session III
Moderator: Ivan Velan, Executive Vice President, Velan Valve Corporation
International Outlook – Emerging Markets
Speaker:
will discuss the outlook for such emerging markets as India, Russia, and the ever-present China. He will discuss the economic issues in dealing with these nations.
10:30 – 11:00 a.m. Refreshment Break
11:00 – 11:30 p.m. Session III - continued
11:30 p.m. Adjournment