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Kraton Performance Polymers' Investor Day & Innovation Expo (Transcript)

Kraton Performance Polymers (KRA)

Investor Day & Innovation Expo Call

August 2, 2012 8:30 AM ET

Executives

Gene Shiels – Director, IR

Dan Smith – Chairman

Kevin Fogarty- President and CEO

Steve Tremblay – VP, CFO

Michael Oberkirch – VP, Advanced Materials

Richard Brennan – VP, Cariflex Polyisoprene Business

Prakash Kolluri – VP, Sales and Marketing, Asia Pacific

Damian Burke – VP, Corporate Development

Analysts

John Roberts – Buckingham Research

Katie Gordon – Cazenove Capital



Presentation



Gene Shiels

Good morning. I am Gene Shiels; I am Director of Investor Relations, Kraton. And I’d like to welcome you to Kraton’s 2012 Investor Day, in fact our first Investor Day. Also want to offer of you joining us on the webcast, those of you who are here present today. As you came in, you had to opportunity to see a number of exhibits that are outside this conference area and hope you had a little bit of an opportunity to speak to some of the Kraton representatives out there. We have some time built into the schedule today. We have a scheduled break at just after 10’Oclock and then certainly during our lunch period, we certainly encourage you to go out and look at the exhibits and visit with the Kraton people. We’ve done a little color coding for you so the Kraton reps are the ones with white name tags and they should be easy to find. So feel free to ask questions and seek us out. We really want you to spend some time actually getting to know the Kraton leadership team. So please take advantage of that.

We have a pretty exciting schedule this morning. I think some great things to show and tell. Due to the webcast, we got a fairly rigorous schedule that we need to adhere to. So I would ask to the degree possible, we’re going to reserve all of our questions for the end of the session to the degree that we have some time within the presentations to entertain the question, we’ll do that. But generally, we like to hold the questions to the end and we’ll have a formal Q&A session.

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