2011 Agenda

[The 2012 agenda will be posted in late February. The same topics will be addressed in similar order as 2011—use the 2011 agenda as your guideline for planning.]

Sunday, March 6th, 2011

3:30 PM

Registration

Santa Rosa Room
 

6:30 PM

Welcome Reception

Main Lawn
 
Main Reception sponsored by:


Infinity Rail
VTG North America, Inc.

Monday, March 7th, 2011 - North American Railcar Review

7:30 AM

Registration & Continental Breakfast

Flores I, II, III, IV
 
Continental Breakfast sponsored by:

Deutsche Bank

7:45 AM

Opening Remarks

Flores I, II, III, IV
 
Speakers: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
David Nahass, Senior Vice President, Railroad Financial Corporation See Bio

8:00 AM

North American Fleet Analysis

Flores I, II, III, IV
 
Moderator: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
Speakers: Chuck Hieronymi, Director Commercial Group, RAILINC See Bio
David Humphrey, Senior Analyst, RAILINC See Bio

9:00 AM

Railroad Capital Market Overview

Flores I, II, III, IV
 
Moderator: William Vantuono, Editor, Railway Age See Bio
Speakers: Joe Devoe, Managing Director, DVB Transport (US) LLC See Bio
Michael Dockman, Managing Director, AMA See Bio
Dennis Neumann, CEO, BNY Capital Funding LLC See Bio
Paul Weyandt, SVP Finance & Treasurer, Kansas City Southern Railway Co. See Bio

9:45 AM

A View from the Marketplace

Flores I, II, III, IV
 
Speaker: Jack Thomas, President, First Union Rail See Bio

10:00 AM

Coffee Break – Thank You to Our Sponsors!

Flores I, II, III, IV
 
Coffee Breaks for the North American Railcar Review are sponsored by the following companies:


M&T Credit Services
FreightCar America, Inc.
DVB Bank
US Bank Corporate Trust Services

10:15 AM

Rails in recovery and beyond - 2011 could be the watershed year

Flores I, II, III, IV
 
Moderator: William Vantuono, Editor, Railway Age See Bio
Speaker: Anthony Hatch, Analyst/Consultant, ABH Consulting See Bio

10:45 AM

Marketplace Trends and Topics

Flores I, II, III, IV
 
Moderator: William Vantuono, Editor, Railway Age See Bio
Speakers: Richard Kloster, Senior Consultant, FTR Associates/FTR Consulting Group See Bio
Kristine Kubacki, Senior Research Analyst, Industrials, Avondale Partners See Bio
Betsy Snyder, Director, Corporate & Government Ratings, Standard & Poor's See Bio
John Winner, President, HWTSK, Inc. See Bio

11:30 AM

Steel Products and Construction Materials

Flores I, II, III, IV
 
Moderator: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
Speakers: Larry Parsons, Chairman & CEO, Wheeling & Lake Erie Railway Co See Bio
Trey Savage, Senior Vice President, David J.Joseph Co. See Bio

12:00 PM

Luncheon

Flores V
 
Lunch is Sponsored by Macquarie Rail Inc.


Moderator: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
Speaker: Dan Gettings, Associate Partner, Oliver Wyman See Bio

1:15 PM

Boxcar Users

Flores I, II, III, IV
 
Moderator: Peter Urban, Vice President, Rail Marketing, Compass Capital Corp See Bio
Speakers: Robert Pickel, Senior Vice President, Sales and Marketing, National Steel Car, N. A. See Bio
David Sellers, Director, Car Management, CSX Transportation See Bio
Wayne Winkle, Senior Manager, International Asset Management, Kansas City Southern Lines See Bio

2:00 PM

Intermodal Environment 2011

Flores I, II, III, IV
 
Moderator: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
Speaker: Ron Sucik, Principal, RSE Consulting See Bio

2:30 PM

Coffee Break – Thank You to Our Sponsors!

Flores I, II, III, IV
 
Coffee Breaks for the North American Railcar Review are sponsored by the following companies:


M&T Credit Services
FreightCar America, Inc.
DVB Bank
US Bank Corporate Trust Services

2:45 PM

Manufacturing Review

Flores I, II, III, IV
 
Moderator: Peter Urban, Vice President, Rail Marketing, Compass Capital Corp See Bio
Speaker: Robert Pickel, Senior Vice President, Sales and Marketing, National Steel Car, N. A. See Bio

3:15 PM

Covered Hopper Marketplace

Flores I, II, III, IV
 
Moderator: William Geiger, Assistant Vice President, Railroad Financial Corporation See Bio
Speakers: Paul Deasy, Director, Sales and Business Development, Chicago Freight Car Leasing Company See Bio
Richard Kloster, Senior Consultant, FTR Associates/FTR Consulting Group See Bio
Richard (Rick) Knutson, Director, Freight Equipment , BNSF See Bio

4:15 PM

Railcar Valuation: What It's Worth And Why?

Flores I, II, III, IV
 
Moderator: Robert Blankemeyer, Vice President, Acquisitions, First Union Rail See Bio
Speakers: Edward Biggs, President, Biggs Appraisal Services See Bio
Rick Grossman, Vice President, Equipment, First Union Rail Corporation See Bio
Patrick Mazzanti, President, Railroad Appraisal Associates See Bio
Thomas Pawlicki, Director, Citirail See Bio

5:15 PM

Adjourn

Flores I, II, III, IV
 

6:30 PM

Reception

Main Lawn
 
The reception is sponsored by:


The Andersons Inc.
Alvord & Alvord

Tuesday, March 8th, 2011 - North American Railcar Review - Day Two

7:30 AM

Continental Breakfast

Flores I, II, III, IV
 
Continental Breakfast is sponsored by:

CK Industries, Inc.

8:00 AM

Railroad Keynote

Flores I, II, III, IV
 
Speaker: Richard Margl, Assistant VP, Carload Equipment, BNSF Railway See Bio

8:15 AM

Private Equity Keynote

Flores I, II, III, IV
 
Speaker: Reginald (Regg) Jones, Managing Director, Greenbriar Equity Group See Bio

8:30 AM

Tank Car Review (non – ethanol)

Flores I, II, III, IV
 
Moderator: William Geiger, Assistant Vice President, Railroad Financial Corporation See Bio
Speakers: David Murawski, VP Sales, Midwest Region, Union Tank Car Company See Bio
Dwayne Smartt, Rail Fleet Supply Manager, Dow Chemical Company See Bio

8:45 AM

A View from the Marketplace

Flores I, II, III, IV
 
Speaker: James Earl, Executive Vice President and COO, GATX Rail Corporation See Bio

9:15 AM

Coffee Break – Thank You to Our Sponsors!

Flores I, II, III, IV
 
Coffee Breaks for the North American Railcar Review are sponsored by the following companies:


M&T Credit Services
FreightCar America, Inc.
DVB Bank
US Bank Corporate Trust Services

9:30 AM

Ethanol Equipment

Flores I, II, III, IV
 
Moderator: James Magee, VP, Rail Finance and Syndication, ATEL Capital Group See Bio
Speakers: David Bertram, Chief Operating Officer, Poet Nutrition See Bio
Tom Ellman, Vice President and Chief Commercial Officer, GATX Rail Corporation See Bio

10:00 AM

A View from the Marketplace

Flores I, II, III, IV
 
Speaker: Dan Penovich, Vice President, Sales and Marketing, Mitsui Rail Capital, LLC See Bio

10:30 AM

Coal Car Marketplace

Flores I, II, III, IV
 
Moderator: David Nahass, Senior Vice President, Railroad Financial Corporation See Bio
Speakers: Jim Forrester, Manager, Equipment Planning & Business Development, Norfolk Southern Corporation See Bio
Sean Hankinson, VP Sales, Eastern Region, FreightCar America, Inc. See Bio
Marcus Yancey, Asset Manager, Southern Company See Bio

11:00 AM

Adjourn

Flores I, II, III, IV
 

12:00 PM

Golfers Required To Be In Carts

La Quinta Resort – Mountain Course
 
7th Annual Golf Outing sponsored by First Union Rail


6:30 PM

Reception

Main Lawn
 
The Reception is sponsored by:

Oliver Wyman
Mitsui Rail Capital, LLC

Wednesday, March 9th, 2011 - Power-Power-Power

7:45 AM

Registration & Continental Breakfast

Flores I, II, and III
 
Continental Breakfast is sponsored by:


Fifth Third Bank

8:00 AM

Opening Remarks

Flores I, II, and III
 
Moderator: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
Speaker: David Nahass, Senior Vice President, Railroad Financial Corporation See Bio

8:15 AM

The Locomotive Business – What to Look For in the Coming Year

Flores I, II, and III
 
Moderator: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
Speaker: David I. Scott, Principal, David Scott Consulting, LLC See Bio

8:30 AM

Report from the Manufacturing Floor

Flores I, II, and III
 
Moderator: David I. Scott, Principal, David Scott Consulting, LLC See Bio
Speaker: James Wurtz, Vice President, Marketing & Sales, National Railway Equipment Co. See Bio

9:15 AM

Analyzing Locomotive Demand

Flores I, II, and III
 
Moderator: David I. Scott, Principal, David Scott Consulting, LLC See Bio
Speaker: Jeffery Elliott, Partner, Oliver Wyman See Bio

10:15 AM

Tier 4 Emissions Strategies

Flores I, II, and III
 
Moderator: David I. Scott, Principal, David Scott Consulting, LLC See Bio
Speaker: David Brann, Manager, Emissions Compliance, Electro-Motive Diesel, Inc. See Bio

11:15 AM

Coffee Break

Flores I, II, and III
 
Sandwiches and refreshments sponsored by:


Biggs Appraisal

11:30 AM

Emissions Compliance for Existing Locomotives

Flores I, II, and III
 
Moderator: Anthony Kruglinski, President, Railroad Financial Corporation See Bio
Speaker: Steven Beal, President, National Railway Equipment Company See Bio

12:00 PM

Long Term Locomotive Residual Values and Secondary Market Trends and Insights

Flores I, II, and III
 
Moderator: Kenneth O'Neill, Senior Vice President, Connell Finance Company Inc. See Bio
Speakers: Steven Beal, President, National Railway Equipment Company See Bio
Patrick Mazzanti, President, Railroad Appraisal Associates See Bio

All presentations made available by the presenters at Rail Equipment Finance 2011 will be distributed by Railroad Financial Corporation on CD-ROM following the conference.

The CD-ROM is being sponsored by Railroad Appraisal Associates.

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