Agenda for RailTrends 2010

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Tuesday, September 28, 2010

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8:00-9:15
Rail in a Restructured Economy
Presenter(s):
Bruce Carlton, President and CEO, The National Industrial Transportation League (NITL)
Presenter(s): Joanne (Joni) Casey, President and CEO, The Intermodal Association of North America (IANA)
Presenter(s): Ed Hamberger, President and CEO , Association of American Railroads (AAR)
Presenter(s): Tom Simpson, Executive Director , Railway Supply Institute (RSI)
Last year’s free fall was … well, last year. This year? A few of the usual-suspect economic indicators continue to suggest that the long, slow climb to economic recovery is under way within at least a few pockets of industry, but how are railroads really faring? The suppliers that serve them? How about rail customers? The leaders of four key industry associations discuss the business and regulatory climates, and a host of other current issues and causes.

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9:45-10:15
Morning Networking Break

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10:15-11:00
Watching Wall Street
Presenter(s): Tony Hatch, Senior Transportation Analyst ,
Presenter(s): Rick Paterson, Analyst , UBS
Presenter(s): Tom Wadewitz, Analyst , J.P. Morgan
Last year the rail community had to reset the industry and try to find a new normal. Wall Street is watching and trying to delineate the new baseline going forward. With one major railroad moving from a publicly to privately traded company, things are sure to get interesting for the other major players. Our panel of leading analysts will give their insights and observations for this continually changing industry.

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11:45-1:15
Networking Lunch at Il Campanello Restaurant

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1:15-2:00
Keynote: Railroad Innovator Award
Join us at RailTrends as we honor with Matt Rose, CEO of BNSF Railway with Progressive Railroading’s Railroad Innovator Award. Matt has met the challenges of capacity and growth head on, while able to look ahead without taking his eye off the near-term ball … and made BNSF that much more attractive as an investment. Meanwhile, Rose continues to bring his brand of big-picture thinking to the table in other capacities — from his work with the National Surface Transportation Policy and Revenue Commission to the OneRail Coalition to his willingness to share his thoughts on legislative and regulatory matters.

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2:00-2:45
Utilities Future Relationship with Rail
Presenter(s): Jay Dobson, Analyst, Energy Research: Utilities and Power, Wunderlich Securities
Presenter(s): Rob Hardman, Coal Services Director, Southern Company (SO)

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3:15-3:30
Afternoon Networking Break

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3:45-4:15
Car Forcasts for the Current Recession -- and the Long-Term Outlook
Presenter(s): Toby Kolstad, Principal, Rail Theory Forecasts
Will rail traffic growth continue? When will railcar supply and demand come into balance? When will new car deliveries revive? These questions and more will be answered by prominent car forecaster Toby Kolstad. He will share information about current carload traffic, intermodal traffic, new rail car orders, tank car delivers, intermodal car deliveries and more.

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4:15-5:00
The Unfunded Mandate: Positive Train Control Next Steps
Presenter(s): Kevin Riddett, President, Invensys Rail North America

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5:30-6:30
Cocktail Reception

Wednesday, September 29, 2010

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8:00-8:30
GWI's Global View
Presenter(s):
John Hellman, President and CEO, Genesee & Wyoming
Genesee & Wyoming Inc. (GWI) operates 62 railroads organized in nine regions, with about 6,000 miles of owned and leased track and about 3,400 additional miles under track access arrangements. Hear John Hellman’s views on GWI’s disciplined acquisition-driven strategy that is building regional rail systems.

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8:30-9:30
Next Generation US Manufacturing: Solutia Nylon Case Study
Presenter(s): Bob Gernon, Executive Vice President, Maine Pointe, LLC
Presenter(s): Clarence Gooden, Chief Commercial Officer, EVP, Sales and Marketing , CSX
Presenter(s): Jonathan Wright, Group President, Solutia
Solutia Nylon has the largest integrated Nylon plant in the world, but a recent acquisition changed the production process resulting in necessary logistics changes. Solutia Nylon worked closely with CSX to create an operating plan to benefit both companies. Hear from representatives of both companies on how they created this win/win partnership. ger

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9:30-10:00
Networking Break

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10:00-10:30
Federal Railroad Adminstration Update
Presenter(s): Joseph Szabo, Administrator, Federal Railroad Administration

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10:30-11:15
New Leadership at Florida East Coast Railway
Presenter(s): James Hertwig, President and Chief Executive Officer, Florida East Coast Railway
In May of 2010, Jim Hertwig took over as head of Florida East Coast Railway after a successful career as president of CSX Intermodal. Hear Hertwig views on the state of rail services from Florida East Coast to Southern Florida.

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12:15-12:15
Closing Remarks

*Agenda is subject to change





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