Jefferies 11th Annual Global Industrials Conference You are invited to attend the Jefferies 11th Annual Industrials Conference taking place August 10-13 at the Grand Hyatt in New York City.

AGENDA AUGUST 10-13, 2015 Grand Hyatt New York City

Following the success of the last year’s event, with over 200 participating companies and 1,500 attendees, the conference will again feature an extensive range of companies across the Aerospace/Defense, Automotive/Transportation, Building Products/Materials, Chemicals, Diversified Industrials, Engineering/Construction, Machinery, Mining, Paper/Packing and Steel/Metals/Mining sectors. Similar to last year, Monday (August 10) will focus on Industrial Biotech and Emerging & Sustainable Technology companies. The four day conference will be comprised of company presentations, keynotes and thematic panel discussions. Company management teams and investors will also have the opportunity to participate in 1x1 and small group meetings. This global gathering of institutional investors, private equity investors, VCs and industry experts will address near- and long-term investment opportunities and discuss the mechanisms driving these sectors in the U.S. and internationally. We hope you will be able to join us!

To register for this conference, please contact your Jefferies representative. For general questions, please email [email protected].

© 2015 Jefferies LLC. Member SIPC.

AGENDA

Jefferies 11th Annual Global Industrials Conference

MONDAY, AUGUST 10

BALLROOM I

BALLROOM 2

BALLROOM 3

BALLROOM 4

7:30 AM

Breakfast and Registration (Ballroom Foyer)

7:45 AM

Opening Remarks (Ballroom 3) David Bradley, Chairman of Industrials & Global Head of Chemicals Investment Banking, Jefferies LLC Laurence Alexander, Chemicals & Emerging Technology Senior Research Analyst, Jefferies LLC

8:00 AM

Advanced Energy Industries, Inc. (NasdaqGS:AEIS) Power Technologies Yuval Wasserman, President & CEO; Tom Liguori EVP & CFO

Energy Recovery, Inc. (NasdaqGS:ERII) Water Joel Gay, CEO; Chris Gannon, CFO

8:40 AM

NexSteppe Inc. (Private) Sustainable Agriculture Anna Rath, President & CEO

Westport Innovations Inc. (NasdaqGS:WPRT) Natural Gas Technologies Ashoka Achuthan, CFO

EnerSys (NYSE:ENS) Energy Storage Dave Shaffer,s President & COO; Thomas O'Neill, VP & Treasurer

Aemetis, Inc. (NasdaqGM:AMTX) Biofuels Eric McAfee, CEO

9:20 AM

Enphase Energy, Inc. (NasdaqGM:ENPH) Energy Technology Kris Sennesael, CFO

Siluria Technologies, Inc. (Private) Natural Gas Technologies Ed Dineen, CEO

FuelCell Energy Inc. (NasdaqGM:FCEL) Energy Technology Chip Bottone, CEO

ArborGen Inc. (Private) Bio Agriculture / Forestry Andrew Baum, President & CEO

10:00 AM

Alexium International Group Limited (ASX:AJX) Green Chemicals Dirk Van Hyning, President

Power Solutions International, Inc. (NasdaqCM:PSIX) Clean Transportation Dan Gorey, CFO

Pacific Ethanol, Inc. (NasdaqCM:PEIX) Biofuels Bryon McGregor, CFO

Valagro SpA (Private) Ag Nutrition Giuseppe Natale, CEO; Antonino Volpe, CFO; Prem Warrior, COO

10:40 AM

Capstone Turbine Corp. (NasdaqGM:CPST) Renewable Technologies Darren Jamison, President & CEO

AdTra (Private) Natural Gas Technologies McKinley Addy, VP

Renewable Energy Group, Inc. (NasdaqGM:REGI) Biofuels / Industrial Biotech Chad Stone, CFO

11:20 AM

Calysta, Inc. (Private) Natural Gas Technologies Alan Shaw, CEO & President

Gevo, Inc. (NasdaqGM:GEVO) Green Chemicals / Biofuels Patrick Gruber, CEO

The Andersons, Inc. (NasdaqGS:ANDE) Biofuels Jim Burmeister, VP, Finance & Treasurer

Evogene Ltd. (NYSE:EVGN) Ag Bio Ofer Haviv, President & CEO

THERE ARE NO BREAKOUT SESSIONS ON MONDAY, AUGUST 10

Chromatin, Inc. (Private) Ag Bio Troy Randolph, CFO

AGENDA

Jefferies 11th Annual Global Industrials Conference

MONDAY, AUGUST 10

BALLROOM I

BALLROOM 2

12:00 PM

Break for Lunch (Ballroom Foyer)

12:15 PM

Naveen Krishnamurthy, Senior Consultant, Lux Research Inc. (Ballroom 3)

BALLROOM 3

BALLROOM 4

1:20 PM

REX American Resources Corporation (NYSE:REX) Clean Technology Doug Bruggeman, CFO

Ameresco, Inc. (NYSE:AMRC) Efficiency John Granara, CFO

Green Plains Inc. (NasdaqGS:GPRE) Biofuels Todd Becker, CEO

Energy Focus, Inc. (NasdaqCM:EFOI) Clean Technology James Tu, Chairman & CEO; Marcia Miller, CFO

2:00 PM

Tennant Company (NYSE:TNC) Diversified Industrials Tom Paulson, SVP & CFO

OSRAM Licht AG (XTRA:OSR) Efficient Lighting Dr. Klaus Patzak, CFO

Intrexon Corporation (NYSE:XON) Synthetic Biology Robert Walsh, SVP, Energy Sector

Timken Co. (NYSE:TKR) Machinery Richard Kyle, President & CEO; Philip Fracassa, EVP & CFO

2:40 PM

Ballard Power Systems Inc. (TSX:BLD) Diversified Industrials Tony Guglielmin, CFO

Biosynthetic Technologies (Private) Green Chemicals Allen Barbieri, CEO

Agrian, Inc. (Private) Ag Tech Nishan Majarian, CEO

3:20 PM

PowerSecure International, Inc. (NYSE:POWR) Energy Technology Eric Dupont, EVP, Finance & Administration

Amyris, Inc. (NasdaqGS:AMRS) Industrial Biotech John Melo, CEO; Raffi Asadorian, CFO

THERE ARE NO BREAKOUT SESSIONS ON MONDAY, AUGUST 10

AGENDA

Jefferies 11th Annual Global Industrials Conference

TUESDAY, AUGUST 11

BALLROOM 1

BALLROOM 2

BALLROOM 3

BALLROOM 4

BALLROOM 5

(BREAKOUTS: URIS)

(BREAKOUTS: JUILLIARD)

(BREAKOUTS: BROADWAY)

(BREAKOUTS: CARNEGIE)

(BREAKOUTS: ALVIN)

7:30 AM

Breakfast and Registration (Ballroom Foyer)

8:00 AM

ANDRITZ AG (WBAG:ANDR) Diversified Industrials Michael Buchbauer, Head of Group Treasury

Pure Technologies Ltd. (TSX:PUR)** Diversified Industrials Jack Elliott, President & CEO

Eastman Chemical Co. (NYSE:EMN)** Chemicals Brad Lich, EVP

Aegion Corporation (NasdaqGS:AEGN) Diversified Industrials David Martin, EVP & CFO

8:40 AM

Essentra plc (LSE:ESNT) Diversified Industrials Colin Day, Chief Executive

Barnes Group Inc. (NYSE:B)** Diversified Industrials Chris Stephens, SVP, Finance & CFO; Bill Pitts, Director, IR

Ecolab Inc. (NYSE:ECL) Chemicals Tom Handley, President & COO

Blue Bird Corporation (NasdaqGM:BLBD) Automotive Phil Horlock, CEO; Phil Tighe, CFO

Fluor Corporation (NYSE:FLR) Engineering & Construction/Industrial Services Biggs Porter, EVP & CFO

9:20 AM

DCC plc (LSE:DCC) Diversified Industrials Tommy Breen, CEO

TriMas Corporation (NasdaqGS:TRS)** Diversified Industrials Dave Wathen, President & CEO; Bob Zalupski, CFO

Huntsman Corporation (NYSE:HUN) Chemicals Peter Huntsman, President & CEO

Superior Industries International (NYSE:SUP)** Automotive Kerry Shiba, EVP & CFO

Ryerson Holding Corporation (NYSE:RYI) Steel, Metals & Mining Eddie Lehner, President & CEO

10:00 AM

GEA Group AG (DB:G1A) Diversified Industrials Donat von Muller, Head of IR & Corp Communications

Carlisle Companies Inc. (NYSE:CSL) Diversified Industrials David Roberts, Chairman & CEO

LyondellBasell Industries NV (NYSE:LYB)** Chemicals Sergey Vasnetsov, SVP, Strategic Planning & Transactions; Doug Pike, VP, IR

Meritor, Inc. (NYSE:MTOR) Automotive Kevin Nowlan, SVP & CFO

United Rentals, Inc. (NYSE:URI)** Engineering & Construction/ Industrial Services Michael Kneeland, CEO; William Plummer, CFO

10:40 AM

Linde AG (DB:LIN)** Chemicals Bernard Wang, Senior IR Manager

Graham Corp. (NYSE:GHM) Diversified Industrials Jeff Glajch, VP & CFO

Cabot Corporation (NYSE:CBT)** Watco Companies, LLC (Private)** Chemicals Transportation Patrick Prevost, President & CEO Rick Baden, President

Neff Corp. (NYSE:NEFF) Engineering & Construction/Industrial Services Mark Irion, CFO

11:20 AM

XPO Logistics, Inc. (AMEX:XPO) Transportation Scott Malat, Chief Strategy Officer

AO Smith Corp. (NYSE:AOS) Diversified Industrials Ajita Rajendra, Chairman & CEO

KMG Chemicals Inc. (NYSE:KMG) Chemicals Chris Fraser, CEO; Mindy Passmore, CFO

Manitex International, Inc. (NasdaqCM:MNTX) Engineering & Construction/ Industrial Services David Langevin, Chairman & CEO

** COMPANY IS NOT HOSTING A BREAKOUT SESSION

Atlas Air Worldwide Holdings Inc. (NasdaqGS:AAWW)** Transportation William Flynn, President & CEO

AGENDA

Jefferies 11th Annual Global Industrials Conference

TUESDAY, AUGUST 11

BALLROOM 1

BALLROOM 2

BALLROOM 3

BALLROOM 4

BALLROOM 5

(BREAKOUTS: URIS)

(BREAKOUTS: JUILLIARD)

(BREAKOUTS: BROADWAY)

(BREAKOUTS: CARNEGIE)

(BREAKOUTS: ALVIN)

12:00 PM

Break for Lunch (Ballroom Foyer)

12:15 PM

Panel: Room To Maneuver (Ballrooms 2-4) Moderators: Laurence Alexander, Chemicals & Emerging Technology Senior Research Analyst, Jefferies LLC Steve Volkmann, Machinery & Diversified Industrials Senior Research Analyst, Jefferies LLC Panelists: Joe Cornell, Spin-Off Advisors, LLC Richard Eno, Partner, Roland Berger Strategy Consultants Brian Jacoby, Partner, Trian Partners

1:20 PM

Vesuvius plc (LSE:VSVS)** Diversified Industrials Francois Wanecq, Chief Executive

Hillenbrand, Inc. (NYSE:HI)** Diversified Industrials Joe Raver, CEO

Airgas, Inc. (NYSE:ARG) Chemicals Andrew Cichocki, President, Airgas USA, LLC

B/E Aerospace Inc. (NasdaqGS:BEAV)** Aerospace & Defense Amin Khoury, Executive Chairman

CECO Environmental Corp. (NasdaqGM:CECE) Engineering & Construction/ Industrial Services Ed Prajzner, CFO

2:00 PM

LANXESS AG (XTRA:LXS)** Chemicals Michael Pontzen, CFO

Actuant Corporation (NYSE:ATU)** Diversified Industrials Andy Lampereur, CFO; Karen Bauer, IR

Genomatica, Inc. (Private)** Chemicals Mike Keane, CFO

Clean Energy Fuels Corp. (NasdaqGS:CLNE)** Clean Transportation Andrew Littlefair, President & CEO

Casella Waste Systems Inc. (NasdaqGS:CWST) Engineering & Construction/ Industrial Services John Casella, Chairman & CEO

2:40 PM

Deutsche Post DHL Group (XTRA:DPW) Transportation Sarah Bowman, US IR

Snap-on Inc. (NYSE:SNA) Diversified Industrials Nick Pinchuk, Chairman & CEO

Air Products & Chemicals Inc. (NYSE:APD)** Chemicals Scott Crocco, SVP & CFO

Terex Corp. (NYSE:TEX) Machinery Ronald DeFeo, Chairman & CEO

Matrix Service Company (NasdaqGS:MTRX) Engineering & Construction/ Industrial Services John Hewitt, CEO

3:20 PM

DSV A/S (CPSE:DSV) Transportation Jens H. Lund, CFO

Ametek Inc. (NYSE:AME)** Diversified Industrials Frank Hermance, Chairman & CEO; Dave Zapico, EVP & COO

Celanese Corporation (NYSE:CE)** Chemicals Chris Jensen, CFO

Orion Engineered Carbons SA (NYSE:OEC)** Chemicals Jack Clem, CEO

Northwest Pipe Co. (NasdaqGS:NWPX)** Engineering & Construction/ Industrial Services Robin Gantt, CFO; Bill Smith EVP, Operations

4:00 PM

Skanska AB (OM:SKA B)** Engineering &Construction/ Industrial Services Fredrik Hakansson, VP, IR

EnPro Industries, Inc. (NYSE:NPO)** Diversified Industrials Steve Macadam, CEO

Chemtura Corporation (NYSE:CHMT) Chemicals Craig Rogerson, CEO

Trinseo SA (NYSE:TSE) Chemicals Chris Pappas, President & CEO

Rassini, S.A.B. de C.V. (BMV:RASSINI A)** Automotive Juan Pablo Sánchez, CFO

5:00-7:00 PM

Conference Reception (Gallery on Lex, Grand Hyatt Lobby Level)

** COMPANY IS NOT HOSTING A BREAKOUT SESSION

AGENDA

Jefferies 11th Annual Global Industrials Conference

WEDNESDAY, AUGUST 12

BALLROOM 1

BALLROOM 2

BALLROOM 3

BALLROOM 4

BALLROOM 5

(BREAKOUTS: URIS)

(BREAKOUTS: JUILLIARD)

(BREAKOUTS: BROADWAY)

(BREAKOUTS: CARNEGIE)

(BREAKOUTS: ALVIN)

7:30 AM

Breakfast and Registration (Ballroom Foyer)

8:00 AM

NORMA Group SE (DB:NOEJ)** Diversified Industrials Andreas Troesch, VP, IR

Oshkosh Corporation (NYSE:OSK)** Machinery Charles Szews, CEO ; Patrick Davidson, VP, IR

OMNOVA Solutions Inc. (NYSE:OMN) Chemicals Paul DeSantis, CFO

Honeywell International Inc. (NYSE:HON)** Aerospace & Defense Carl Esposito, VP, Marketing & Product Mgmt

8:40 AM

Stora Enso Oyj (HLSE:STERV)** Paper & Packaging Seppo Parvi, CFO

Titan International Inc. (NYSE:TWI) Machinery John Hrudicka, CFO; Todd Shoot, VP, Treasury & IR

Westlake Chemical Corp. (NYSE:WLK)** Chemicals Steven Bender, SVP, CFO & Treasurer

KLX Inc. (NasdaqGS:KLXI)** Aerospace & Defense Amin Khoury, Chairman & CEO; Tom McCaffrey, President & COO; Mike Senft, CFO

9:20 AM

KUKA Aktiengesellschaft (DB:KU2) Diversified Industrials Andreas Spitzauer, Head of IR

AGCO Corporation (NYSE:AGCO)** Machinery Andy Beck, CFO

American Vanguard Corp. (NYSE:AVD) Chemicals Eric Wintemute, Chairman & CEO; William Kuser, Director of IR

General Dynamics Corp. Owens Corning (NYSE:OC)** (NYSE:GD)** Building Products & Materials Aerospace & Defense Thierry Denis, VP, IR Phebe Novakovic, Chairman & CEO

10:00 AM

Golden Star Resources, Ltd. (NYSE:GSS)** Mining André van Niekerk, EVP & CFO

Trinity Industries Inc. (NYSE:TRN) Quaker Chemical Corporation Boeing Company (NYSE:BA)** (NYSE:KWR) Machinery Aerospace & Defense Chemicals Jessica Greiner, Director, IR Greg Smith, CFO Michael Barry, Chairman, CEO & President; Margaret Loebl, VP, CFO & Treasurer

Insteel Industries Inc. (NasdaqGS:IIIN) Building Products & Materials Michael Gazmarian, VP, CFO & Treasurer

10:40 AM

General Moly, Inc. (AMEX:GMO) Mining Bruce Hansen, CEO

Regal Beloit Corporation (NYSE:RBC)** Diversified Industrials Chuck Hinrichs, VP & CFO; Jon Schlemmer, COO

Mercury Systems, Inc. (NasdaqGS:MRCY)** Aerospace & Defense Mark Aslett, President & CEO; Gerry Haines, EVP & CFO

DigitalGlobe, Inc. (NYSE:DGI) Aerospace & Defense Gary Ferrera, CFO

11:20 AM

Agnico Eagle (NYSE:AEM) Mining David Smith, SVP, Finance & CFO

Nuverra Environmental Solutions, 3M Company (NYSE:MMM)** Inc. (NYSE:NES)** Chemicals Diversified Industrials Nick Gangestad, SVP & CFO Greg Heinlein, CFO

L-3 Communications Holdings Inc. (NYSE:LLL)** Aerospace & Defense Michael T. Strianese, Chairman, President & CEO

Neenah Paper (NYSE:NP) Paper & Packaging Bill McCarthy, VP, Financial Analysis & IR

Entegris, Inc. (NasdaqGS:ENTG) Chemicals Bertrand Loy, President & CEO

** COMPANY IS NOT HOSTING A BREAKOUT SESSION

CPI Aerostructures Inc. (AMEX:CVU)** Aerospace & Defense Douglas McCrosson, President & CEO; Vincent Palazzolo, CFO

AGENDA

Jefferies 11th Annual Global Industrials Conference

WEDNESDAY, AUGUST 12

BALLROOM 1

BALLROOM 2

BALLROOM 3

BALLROOM 4

BALLROOM 5

(BREAKOUTS: URIS)

(BREAKOUTS: JUILLIARD)

(BREAKOUTS: BROADWAY)

(BREAKOUTS: CARNEGIE)

(BREAKOUTS: ALVIN)

12:00 PM

Break for Lunch (Ballroom Foyer)

12:15 PM

Lieutenant General H. R. McMaster, Director, Army Capabilities Integration Center (Ballrooms 2-4)

1:20 PM

Acerinox, S.A. (CATS:ACX) Steel, Metals & Materials Miguel Ferrandis, CFO; Mary Jean Riley NAS VP, Finance & Administration

Caterpillar Inc. (NYSE:CAT)** Machinery Rich Moore, Director of IR; Matt Hohulin, IR Manager

Innophos Holdings Inc (NasdaqGS:IPHS) Chemicals Randy Gress, CEO

HEICO Corp. (NYSE:HEI) Aerospace & Defense Eric Mendelson, Co-President; Carlos Macau, EVP & CFO; Thomas Irwin, Sr EVP

Martin Marietta Materials Inc. (NYSE:MLM)** Building Products & Materials Ward Nye, Chairman, President & CEO

2:00 PM

Coeur Mining, Inc. (NYSE:CDE) Mining Peter Mitchell, SVP & CFO

IDEX Corporation (NYSE:IEX)** Diversified Industrials Andrew Silvernail, Chairman & CEO

OCI Resources LP (NYSE:OCIR) Chemicals Scott Humphrey, Director Finance & IR

Hexcel Corp. (NYSE:HXL) Aerospace & Defense Wayne Pensky, SVP & CFO

Science Applications International Corporation (NYSE:SAIC)** Aerospace & Defense Tony Moraco, CEO

2:40 PM

Hecla Mining Co. (NYSE:HL) Mining Phillips Baker, President & CEO

Altra Industrial Motion Corp. (NasdaqGS:AIMC) Diversified Industrials Carl Christenson, Chairman & CEO; Christian Storch, CFO; Dave Ebling, President of ECB Platform

Albemarle Corporation (NYSE:ALB) Chemicals Scott Tozier, CFO; Matt Juneau, SVP, Corporate Strategy & IR

SAAB AB (OM:SAAB B)** Aerospace & Defense Michael Andersson, President & CEO, Saab North America

Engility Holdings, Inc. (NYSE:EGL) Aerospace & Defense Wayne Rehberger, CFO; Craig Reed, SVP, Strategy & Corp Development; Dave Spille, VP, IR & Corp Communications

3:20 PM

Largo Resources (TSXV:LGO) Mining Darcie Ladd, VP, IR

Jinpan International Ltd. (NasdaqGS:JST)** Diversified Industrials Mark Du, CFO

Rayonier Advanced Materials Inc. (NYSE:RYAM) Chemicals Paul Boynton, Chairman, President & CEO; Frank Ruperto, CFO, SVP Finance & Strategy

OSI Systems, Inc. (NasdaqGS:OSIS)** Aerospace & Defense Alan Edrick, EVP & CFO

American Science & Engineering Inc. (NasdaqGS:ASEI)** Aerospace & Defense Ken Galaznik, SVP, CFO & Treasurer

4:00 PM

NovaGold Resources Inc. (NYSE:NG) Mining Melanie Hennessey, VP, Corp Communications

United Continental Holdings, Inc. (NYSE:UAL)** Transportation Gerry Laderman, SVP, Finance, Procurement & Treasurer; Sarah Murphy, VP Financial Planning & Analysis; Brian Znotins, VP, Network

Chemours Company (NYSE:CC) Chemicals Mark Vergnano, CEO; Mark Newman, CFO; Alisha Bellezza Director, IR

Teledyne Technologies Inc. (NYSE:TDY) Aerospace & Defense Jason VanWees, SVP, Strategy & M&A

** COMPANY IS NOT HOSTING A BREAKOUT SESSION

AGENDA

7:30 AM

Jefferies 11th Annual Global Industrials Conference

THURSDAY, AUGUST 13

BALLROOM 1

BALLROOM 2

BALLROOM 3

BALLROOM 4

BALLROOM 5

(BREAKOUTS: URIS)

(BREAKOUTS: JUILLIARD)

(BREAKOUTS: BROADWAY)

(BREAKOUTS: CARNEGIE)

(BREAKOUTS: ALVIN)

Breakfast and Registration (Ballroom Foyer)

8:00 AM

Universal Stainless & Alloy Products Inc. (NasdaqGS:USAP) Steel, Metals & Materials Dennis Oates, Chairman, President & CEO

Catalyst Paper Corporation (TSX:CYT) Paper & Packaging Joe Nemeth, President & CEO

8:40 AM

Thermon Group Holdings, Inc. (NYSE:THR) Diversified Industrials Rodney Bingham, President & CEO

Luxfer Holdings PLC (NYSE:LXFR) Steel, Metals & Materials Brian Purves, CEO; Andrew Beaden, Group Finance Director

Bemis Company, Inc. (NYSE:BMS)** Paper & Packaging Mike Clauer, VP & CFO

Ducommun Inc. (NYSE:DCO)** Aerospace & Defense Joe Bellino, CFO

9:20 AM

Lincoln Electric Holdings Inc. (NasdaqGS:LECO)** Machinery Vince Petrella, EVP & CFO

Materion Corporation (NYSE:MTRN) Steel, Metals & Materials Richard Hipple, President, Chairman & CEO; Joseph Kelley, Vice President Finance & CFO; Michael Hasychak, VP, Treasurer & Secretary

Xerium Technologies Inc. (NYSE:XRM) Paper & Packaging Harold Bevis, President & CEO

AAR Corp. (NYSE:AIR)** Aerospace & Defense John Fortson, CFO

Exponent Inc. (NasdaqGS:EXPO)** Testing & Measurement Paul Johnston, CEO; Rich Schlenker, CFO

10:00 AM

Volvo (OM:VOLV B) Machinery John Hartwell, VP, IR

Globe Specialty Metals, Inc. (NasdaqGS:GSM)** Steel, Metals & Materials Joe Ragan, CFO

WestRock Company (RKT & MWV merger) (NYSE:WRK)** Paper & Packaging Steve Voorhees, CEO

Booz Allen Hamilton Inc. (NYSE:BAH)** Aerospace & Defense Kevin Cook, CFO; Curt Riggle, VP, IR

Horizon Global Corporation (NYSE:HZN) Automotive Mark Zeffiro, President & CEO

10:40 AM

Global Brass and Copper Holdings, Inc. (NYSE:BRSS) Machinery John Wasz, President & CEO; Robert Micchelli, CFO

Schnitzer Steel Industries Inc. (NasdaqGS:SCHN) Steel, Metals & Materials Tamara Lundgren, President & CEO

Orchids Paper Products Company Textron Inc. (NYSE:TXT)** (AMEX:TIS) Aerospace & Defense Paper & Packaging Doug Wilburne, VP, IR Jeffrey Schoen, President & CEO; Keith Schroeder, CFO

11:20 AM

Navistar International Corp. (NYSE:NAV)** Machinery Bill Kozek, President, Truck & Parts; Kevin Sadowski, VP, IR

Haynes International Inc. (NasdaqGS:HAYN) Steel, Metals & Materials Dan Maudlin, VP of Finance & CFO

Crown Holdings Inc. (NYSE:CCK)** Paper & Packaging Thomas Kelly, SVP & CFO

** COMPANY IS NOT HOSTING A BREAKOUT SESSION

Orbital ATK, Inc. (NYSE:OA) Aerospace & Defense David Thompson, CEO

Berry Plastics Group, Inc. (NYSE:BERY) Paper & Packaging Jon Rich, CEO; Mark Miles, CFO

AGENDA

Jefferies 11th Annual Global Industrials Conference

THURSDAY, AUGUST 13

BALLROOM 1

BALLROOM 2

BALLROOM 3

BALLROOM 4

BALLROOM 5

(BREAKOUTS: URIS)

(BREAKOUTS: JUILLIARD)

(BREAKOUTS: BROADWAY)

(BREAKOUTS: CARNEGIE)

(BREAKOUTS: ALVIN)

12:00 PM

Break for Lunch (Ballroom Foyer)

12:20 PM

Federal Signal Corp. (NYSE:FSS) Machinery Dennis Martin, President & CEO; Brian Cooper SVP & CFO; Jennifer Sherman COO

AM Castle & Co. (NYSE:CAS)** Ball Corporation (NYSE:BLL) Steel, Metals & Materials Paper & Packaging Steven Scheinkman President & Scott Morrison, SVP & CFO CEO; Patrick Anderson, EVP & CFO

Sierra Metals Inc. (TSX:SMT) Mining Mark Brennan, President & CEO

AK Steel Holding Corporation (NYSE:AKS)** Steel, Metals & Materials Roger Newport, EVP, Finance & CFO

Mercer International Inc. (NasdaqGS:MERC) Paper & Packaging David Ure, SVP, Finance, CFO & Secretary

1:40 PM

Dynamic Materials Corp. (NasdaqGS:BOOM) Steel, Metals & Materials Kevin Longe, CEO

Avery Dennison Corporation (NYSE:AVY) Paper & Packaging Cynthia Guenther, VP, Finance & IR

2:20 PM

Olympic Steel Inc. (NasdaqGS:ZEUS) Steel, Metals & Materials Michael Siegal, CEO

Sonoco Products Co. (NYSE:SON)** Paper & Packaging Barry Saunders, SVP & CFO; Robert Tiede, SVP

3:00 PM

Nucor Corporation (NYSE:NUE) Steel, Metals & Materials Jim Frias CFO; Gregg Lucas, IR

Domtar Corporation (NYSE:UFS)** Paper & Packaging John D. Williams, President & CEO

1:00 PM

** COMPANY IS NOT HOSTING A BREAKOUT SESSION

Jefferies 11th Annual Global Industrials Conference

PARTICIPATING COMPANIES

Aerospace & Defense

Chemicals

Diversified Industrials

AAR Corp. (NYSE:AIR) American Science & Engineering Inc. (NasdaqGS:ASEI) B/E Aerospace Inc. (NasdaqGS:BEAV) Boeing Company (NYSE:BA) Booz Allen Hamilton Inc. (NYSE:BAH) CPI Aerostructures Inc. (AMEX:CVU) DigitalGlobe, Inc. (NYSE:DGI) Ducommun Inc. (NYSE:DCO) Engility Holdings, Inc. (NYSE:EGL) General Dynamics Corp. (NYSE:GD) HEICO Corp. (NYSE:HEI) Hexcel Corp. (NYSE:HXL) Honeywell International Inc. (NYSE:HON) KLX Inc. (NasdaqGS:KLXI) L-3 Communications Holdings Inc. (NYSE:LLL) Mercury Systems, Inc. (NasdaqGS:MRCY) Orbital ATK, Inc. (NYSE:OA) OSI Systems, Inc. (NasdaqGS:OSIS) SAAB AB (OM:SAAB B) Science Applications International Corporation (SAIC) (NYSE:SAIC) Teledyne Technologies Inc. (NYSE:TDY) Textron Inc. (NYSE:TXT) Woodward, Inc. (NasdaqGS:WWD) - 1x1s Only

3M Company (NYSE:MMM) Air Products & Chemicals Inc. (NYSE:APD) Airgas, Inc. (NYSE:ARG) Albemarle Corporation (NYSE:ALB) American Vanguard Corp. (NYSE:AVD) Axalta Coating Systems Ltd. (NYSE:AXTA) - 1x1s Only BASF SE (DB:BAS) - 1x1s Only Braskem S.A. (NYSE:BAK) - 1x1s Only Cabot Corporation (NYSE:CBT) Celanese Corporation (NYSE:CE) Chemours Company (NYSE:CC) Chemtura Corporation (NYSE:CHMT) Eastman Chemical Co. (NYSE:EMN) Ecolab Inc. (NYSE:ECL) Entegris, Inc. (NasdaqGS:ENTG) Genomatica, Inc. (Private) Huntsman Corporation (NYSE:HUN) Innophos Holdings Inc (NasdaqGS:IPHS) KMG Chemicals Inc. (NYSE:KMG) Kraton Performance Polymers Inc. (NYSE:KRA) - 1x1s Only LANXESS AG (XTRA:LXS) Linde AG (DB:LIN) LyondellBasell Industries NV (NYSE:LYB) Methanex Corp. (NasdaqGS:MEOH) - 1x1s Only OCI Resources LP (NYSE:OCIR) OMNOVA Solutions Inc. (NYSE:OMN) Orion Engineered Carbons SA (NYSE:OEC) PolyOne Corporation (NYSE:POL) - 1x1s Only PPG Industries Inc. (NYSE:PPG) - 1x1s Only Praxair Inc. (NYSE:PX) - 1x1s Only Quaker Chemical Corporation (NYSE:KWR) Rayonier Advanced Materials Inc. (NYSE:RYAM) Trinseo SA (NYSE:TSE) Univar Inc. (NYSE:UNVR) - 1x1s Only Westlake Chemical Corp. (NYSE:WLK)

ABB Ltd. (SWX:ABBN) - 1x1s Only Abengoa Yield plc (NasdaqGS:ABY) - 1x1s Only Actuant Corporation (NYSE:ATU) Aegion Corporation (NasdaqGS:AEGN) Altra Industrial Motion Corp. (NasdaqGS:AIMC) Ametek Inc. (NYSE:AME) ANDRITZ AG (WBAG:ANDR) AO Smith Corp. (NYSE:AOS) Ballard Power Systems Inc. (TSX:BLD) Barnes Group Inc. (NYSE:B) Carlisle Companies Inc. (NYSE:CSL) DCC plc (LSE:DCC) EnPro Industries, Inc. (NYSE:NPO) Essentra plc (LSE:ESNT) GEA Group AG (DB:G1A) Graham Corp. (NYSE:GHM) Hillenbrand, Inc. (NYSE:HI) IDEX Corporation (NYSE:IEX) Jinpan International Ltd. (NasdaqGS:JST) KUKA Aktiengesellschaft (DB:KU2) MSC Industrial Direct Co. Inc. (NYSE:MSM) - 1x1s Only NORMA Group SE (DB:NOEJ) Nuverra Environmental Solutions, Inc. (NYSE:NES) Pure Technologies Ltd. (TSX:PUR) Regal Beloit Corporation (NYSE:RBC) Snap-on Inc. (NYSE:SNA) Tennant Company (NYSE:TNC) Thermon Group Holdings, Inc. (NYSE:THR) TriMas Corporation (NasdaqGS:TRS) Trinity Industries Inc. (NYSE:TRN) Vesuvius plc (LSE:VSVS)

Automotive Blue Bird Corporation (NasdaqGM:BLBD) Horizon Global Corporation (NYSE:HZN) Meritor, Inc. (NYSE:MTOR) Rassini, S.A.B. de C.V. (BMV:RASSINI A) Superior Industries International (NYSE:SUP)

Building Products & Materials Insteel Industries Inc. (NasdaqGS:IIIN) Martin Marietta Materials Inc. (NYSE:MLM) Owens Corning (NYSE:OC) Vulcan Materials Company (NYSE:VMC) - 1x1s Only

Presenting companies are subject to change.

Jefferies 11th Annual Global Industrials Conference

PARTICIPATING COMPANIES

Engineering & Construction/Industrial Services Casella Waste Systems Inc. (NasdaqGS:CWST) CECO Environmental Corp. (NasdaqGM:CECE) Fluor Corporation (NYSE:FLR) Manitex International, Inc. (NasdaqCM:MNTX) Matrix Service Company (NasdaqGS:MTRX) Neff Corp. (NYSE:NEFF) Northwest Pipe Co. (NasdaqGS:NWPX) Quanta Services, Inc. (NYSE:PWR) - 1x1s Only Skanska AB (OM:SKA B) United Rentals, Inc. (NYSE:URI) AdTra (Private) Advanced Energy Industries, Inc. (NasdaqGS:AEIS) Aemetis, Inc. (NasdaqGM:AMTX) Agrian, Inc. (Private) Alexium International Group Limited (ASX:AJX) Ameresco, Inc. (NYSE:AMRC) Amyris, Inc. (NasdaqGS:AMRS) ArborGen Inc. (Private) Biosynthetic Technologies (Private) Calysta, Inc. (Private) Capstone Turbine Corp. (NasdaqGM:CPST) Chromatin, Inc. (Private) Clean Energy Fuels Corp. (NasdaqGS:CLNE) Energy Focus, Inc. (NasdaqCM:EFOI) Energy Recovery, Inc. (NasdaqGS:ERII) EnerSys (NYSE:ENS) Enphase Energy, Inc. (NasdaqGM:ENPH) Evogene Ltd. (NYSE:EVGN) FuelCell Energy Inc. (NasdaqGM:FCEL) Gevo, Inc. (NasdaqGM:GEVO) Green Plains Inc. (NasdaqGS:GPRE) Intrexon Corporation (NYSE:XON) NexSteppe Inc. (Private) OSRAM Licht AG (XTRA:OSR) Pacific Ethanol, Inc. (NasdaqCM:PEIX) Power Solutions International, Inc. (NasdaqCM:PSIX) PowerSecure International, Inc. (NYSE:POWR) Renewable Energy Group, Inc. (NasdaqGM:REGI)

Presenting companies are subject to change.

REX American Resources Corporation (NYSE:REX) Siluria Technologies, Inc. (Private) The Andersons, Inc. (NasdaqGS:ANDE) Valagro SpA (Private) Westport Innovations Inc. (NasdaqGS:WPRT)

Orchids Paper Products Company (AMEX:TIS) Sonoco Products Co. (NYSE:SON) Stora Enso Oyj (HLSE:STERV) WestRock Company (RKT & MWV merger) (NYSE:WRK) Xerium Technologies Inc. (NYSE:XRM)

Machinery

Steel, Metals & Materials

AGCO Corporation (NYSE:AGCO) Atlas Copco Group (OM:ATCO A) Caterpillar Inc. (NYSE:CAT) Federal Signal Corp. (NYSE:FSS) Global Brass and Copper Holdings, Inc. (NYSE:BRSS) Lincoln Electric Holdings Inc. (NasdaqGS:LECO) Navistar International Corp. (NYSE:NAV) Oshkosh Corporation (NYSE:OSK) Terex Corp. (NYSE:TEX) Timken Co. (NYSE:TKR) Titan International Inc. (NYSE:TWI) Volvo (OM:VOLV B)

Acerinox, S.A. (CATS:ACX) AK Steel Holding Corporation (NYSE:AKS) AM Castle & Co. (NYSE:CAS) Commercial Metals Company (NYSE:CMC) - 1x1s Only Dynamic Materials Corp. (NasdaqGS:BOOM) Globe Specialty Metals, Inc. (NasdaqGS:GSM) Haynes International Inc. (NasdaqGS:HAYN) Luxfer Holdings PLC (NYSE:LXFR) Materion Corporation (NYSE:MTRN) Nucor Corporation (NYSE:NUE) Olympic Steel Inc. (NasdaqGS:ZEUS) Ryerson Holding Corporation (NYSE:RYI) Schnitzer Steel Industries Inc. (NasdaqGS:SCHN) Universal Stainless & Alloy Products Inc. (NasdaqGS:USAP) Worthington Industries, Inc. (NYSE:WOR) - 1x1s Only

Mining Agnico Eagle (NYSE:AEM) Coeur Mining, Inc. (NYSE:CDE) General Moly, Inc. (AMEX:GMO) Golden Star Resources, Ltd. (NYSE:GSS) Hecla Mining Co. (NYSE:HL) Largo Resources (TSXV:LGO) NovaGold Resources Inc. (NYSE:NG) Sierra Metals Inc. (TSX:SMT)

Paper & Packaging Avery Dennison Corporation (NYSE:AVY) Ball Corporation (NYSE:BLL) Bemis Company, Inc. (NYSE:BMS) Berry Plastics Group, Inc. (NYSE:BERY) Catalyst Paper Corporation (TSX:CYT) Crown Holdings Inc. (NYSE:CCK) Domtar Corporation (NYSE:UFS) Mercer International Inc. (NasdaqGS:MERC) Neenah Paper (NYSE:NP)

Testing & Measurement Exponent Inc. (NasdaqGS:EXPO)

Transportation Atlas Air Worldwide Holdings Inc. (NasdaqGS:AAWW) Deutsche Post DHL Group (XTRA:DPW) DSV A/S (CPSE:DSV) United Continental Holdings, Inc. (NYSE:UAL) Watco Companies, LLC (Private) XPO Logistics, Inc. (AMEX:XPO)