January 26, 2004

3:30-5:30
SIIA Global Briefing

January 27, 2004

7:45 am - 8:30 am
Registration/Continental Breakfast

8:30 am - 9:15 am
Welcome Remarks
Ken Wasch
President, SIIA

Opening Keynote Address
Martin Nisenholtz
CEO, New York Times Digital

Martin Nisenholtz was named chief executive officer of New York Times Digital in June 1999 after having served as president of The New York Times Electronic Media Company since June 1995. During that time, he was responsible for the development and delivery of electronic products centered around the content of the newspaper. In October 1998, he was given the additional corporate responsibility of leading the Company's new media activities. Prior to joining The Times, Mr. Nisenholtz was director of content strategy for Ameritech Corporation, where he was responsible for guiding development of new video programming opportunities and interactive information and advertising services.

9:15 am - 10:15 am
The Financial Community's Outlook for 2004
The information industry appears poised for renewed growth. Throughout 2003, signs of the recovery kept leading to cautious optimism. A panel of experts discusses the financial community's outlook for the information industry in 2004:

• What does Wall Street believe are the key drivers to this recovery?
• Are financial sponsors ready to resume investing in information companies?
• What are current valuations and what changes are likely in the near term?
• Have the fundamentals of the information industry changed?
• What are the types of transactions we should expect to see - IPOs, mergers, or acquisitions?
• What are the best ways for smaller companies to access capital, now? Should smaller public companies consider "Going Private"?
• How does a company get visibility?

10:15 am - 10:45 am
Morning Break

10:45 am - 11:45 am
Lessons Learned: Survivors & Thrivers
Despite the harsh market climate over the past three years, a number of information companies managed to achieve tremendous growth, execute remarkable turnarounds and/or start new information companies. They did it through a combination of smart strategies, disciplined execution, and savvy financing. In this panel, CEOs from such companies will discuss how they managed to buck the trend and grow their companies, while navigating the waters of one of the worse economic cycles in history. This panel will explore these and other issues:

• What changes in strategy were necessary for survival or growth?
• What opportunities emerged as a result of the difficult economic climate?
• What factors were critical in executing the companies' new strategies?
• What organizational changes were required to enable their companies' transitions?

Moderator:
Lee Greenhouse
President, Greenhouse Associates
Panelists:
Clare Hart
President & CEO, Factiva, a Dow Jones & Reuters company
Lloyd Lynford
CEO, REIS, Inc.
Joe Mansueto
CEO, Morningstar, Inc.
Githesh Ramamurthy
CEO, CCC Information Services
Patrick Spain
CEO, Alacritude, LLC

11:45 am - 12:15 pm
Networking Reception

12:15 am - 1:30 pm
Luncheon Keynote Address
Brewster Kahle
Digital Librarian, Director and Co-founder, Internet Archive

Brewster Kahle, has been working to provide universal access to all human knowledge for more than fifteen years.

Since the mid-1980s, Kahle has focused on developing transformational technologies for information discovery and digital libraries. In 1989 Kahle invented the Internet's first publishing system -- WAIS (Wide Area Information Server) -- and in 1989, founded WAIS Inc., a pioneering electronic publishing company that was sold to America Online in 1995. In 1996, Kahle founded the Internet Archive (www.archive.org), the largest publicly accessible, privately-funded digital archive in the world. At the same time, he co-founded Alexa Internet, that was sold to Amazon.com in 1999. Alexa's services are bundled into more than 80% of Web browsers.

1:45 pm - 2:45 pm
Content Buyers: How Their Directions and Needs Drive Your Business Decisions
What better way to understand how to serve our markets than by hearing from major enterprise content buyers? Our panel represents the largest industries that purchase information - financial services, government, pharmaceutical/bio-tech, and education. With information becoming an increasingly important part of corporate strategy, these large buyers are gaining importance -- and more power. As content becomes more embedded in corporate desktops and intranets, the needs of these purchasers are becoming more complex. This panel will explore many of the most important issues facing users and vendors of information content:

• What is "value" and which are most critical -- content, context, integration into software and applications, linking of external and internal data, taxonomies, metadata, consortia pricing;
• What is a "complete solution"?
• How can information vendors better serve these entities?
• What advice do they have to help publishers better anticipate customers' needs, now and in the future?
• How has decentralized access to information among knowledge workers and academics changed the way that enterprises purchase content?

Moderator:
Hal Espo
President, Contextual Connections, LLC
Panelists:
Lucy Lettis
Senior Vice President, Marsh Inc.
Jim Neal
VP Information Services & University Librarian, Columbia University
Susan M. Tarr
Executive Director, Federal Library and Information Center Committee (FLICC), Library of Congress
Julia Urwin
Global Content Manager, Astra Zeneca Corp.

2:45 pm - 3:00 pm
Afternoon Break

3:00 pm - 4:00 pm
X-Factors Shaping the Business Environment for Information
"The best laid plans of mice and men often go astray." No matter how detailed our business plans are, unexpected external factors often derail our plans and divert our resources. Planning for the unexpected can help companies prepare for, and even profit from discontinuous change. Strategists and thought leaders from within and outside the information industry will discuss medium- and long-term trends, and identify likely sources of unexpected challenges and opportunities.

• How might intellectual property protection evolve, changing how content is packaged and sold?
• What areas of public policy and regulation could become strategically significant?
• What technical, political, and social factors could affect a company's ability to expand globally?
• Will the current wave of personal publishing, open access and digital collaboration lead to new publishing business models?
• What happens if/when search engines become portals for paid content?

Moderator:
Steven Sieck
Managing Partner, EPS-USA
Panelists:
Tim Cadogan
Vice President of Search, Yahoo! Inc.
David Marques
CTO, Elsevier
John R. Patrick
President, Attitude LLC
Christine A. Varney
Partner, Hogan & Hartson LLP

4:00 pm - 5:00 pm
CEO's Look Ahead
A panel of CEOs from the industry's leading companies will offer a frank discussion of the changes affecting the information industry. They will talk about what keeps them awake at night and what gets them going in the morning. Some of the likely topics during this panel will include:

• What are the most challenging issues they expect to face this year?
• What fundamental changes have occurred in the past two years and what challenges have they presented?
• Which types of companies are mostly likely to be advantaged --and disadvantaged -- by these changes?
• How is the evolution of technology in the home and workplace affecting their strategies?

Moderator:
James Kollegger
CEO, Genesys Partners
Panelists:
Thomas Glocer
CEO, Reuters Group PLC
Patrick Kenealy
CEO, International Data Group (IDG)
Steve Lohr
Technology Reporter, Business & Financial News, The New York Times
Jonathan Miller
Chairman & CEO, America Online
Steven Rattner
Managing Principal, Quadrangle