Rail Equipment

Friday, September 16th

From sessions to networking, we impact your decision-making

A prime opportunity exists for the rail industry to capture share from the trucking market, but the continual rise of commodity costs and financing present headwinds for the market. Join us for an excellent agenda featuring a who's who of the rail equipment industry as well as exclusive FTR forecasts built on our exclusive Freight•cast™ forecasting methodology, you'll leave with a clear understanding of the true state of demand for new car builds.

ATTENDEES CAN EXPECT:

  • Economic and freight outlooks that focus on factors that will affect rail demand

  • An update on regulations, focusing on the upcoming tank rule implementation

  • Executive Keynote discussion to get insights directly from a major industry executive

  • A full suite of panels and presentations that look at each of the railcar segments: Tanks, Covered Hoppers, Flats, Box, Gondola & Open Top Hopper

  • An industry thought leader gives you their perspective on how the market is shaping up

 

Agenda

Click on the agenda titles below to view session descriptions.

Friday, September 16th

6:30 AM - Indy Canal Run/Walk

Meet in the Crowne Plaza lobby. Start your day off right with a 3 or 5-mile run, or a 2-mile walk down the Indy canal. A great time to enjoy the beauty of Indianapolis and engage with your colleagues. Participants also receive a complimentary running shirt.

8:45 AM - Welcome
9:00 AM - The Railcar Manufacturing Landscape

A fireside chat with Trinity Rail’s Eric Marchetto about the railcar manufacturing space. We will discuss where the industry is today and where it is headed over the coming years. Then, Eric will talk about what car types he has his eye on that could be surprising.

Presenters: 
Eric Marchetto, TrinityRail
Eric Starks, FTR

9:45 AM - Rail’s Next Peak: FTR’s Expectations for the Next Manufacturing Boom

This session will provide an outlook on the specific railcar types and what is most likely to happen from a build rate and retirement perspective as the industry works toward its next peak. The session will also include a discussion of the risk factors FTR is watching that could alter the industry’s trajectory.

Presenter: 
Todd Tranausky, FTR

10:15 AM - Networking Break
10:30 AM - Tank Cars: The Future for Flammable Liquids and Other Commodities

This panel will look at flammable liquids tank cars as well as other non-hazardous material freight that moves in tank cars to provide a picture of what the year ahead might look like.

Panelists: 
Jay Carter, The Greenbrier Companies
Curtis Chandler, Progressive Fuels, Ltd. 

Moderator: 
Todd Tranausy, FTR

11:00 AM - Box Cars: How Long Will the Good Times Roll?

Boxcars should have strong deliveries for the next few years after recent strong order activity. But what happens after that and what freight types will underpin demand going beyond the current boom.

Presenters: 
Ben Elpers, KBX Rail
Jerry Vest, TTX

Moderator: 
Todd Tranausky, FTR

11:30 AM - Wall Street’s Take on Equipment: What Analysts Are Watching

A leading Wall Street analyst will discuss how Wall Street views the rail equipment industry and what the financial sector is watching over the next few quarters.

Presenter: 
Matt Elkott, Cowen

12:00 PM - Lunch
1:00 PM - The Leasing Perspective: How Do Things Look Going Forward?

A leading railcar leasing executive provides his take on the industry and what metrics matter from a leasing perspective over the next few quarters. We’ll also discuss the risk factors that could dramatically alter the calculus.

Presenters:  
Kevin Cook, Mitsui Rail
Eric Starks, FTR

1:30 PM - Insights From the Ag Sector: A Fireside Chat

This session will provide a conversation with the fertilizer industry about their demand needs over the next year, along with what it means for the broader agriculture space. This session will provide insight into the railcar needs of the ag sector and whether they are likely to increase, decrease, or stay level over the next 12 months.

Presenter: 
Justin Louchheim, The Fertilizer Institute
Todd Tranausky, FTR

2:00 PM - Gondolas and Open-Tops: Can Coal be Overcome?

Gondolas and open-top hoppers are a tale of two car types. Gondolas have been buoyed by the robust metals market of the last two years while coal has acted as an anchor for open-top hoppers. This panel will explore the two related, yet different car types and their differing futures.

Panelists: 
John Carr, Dairyland Power Cooperative
Bob Pickel, National Steel Car

Moderator: 
Todd Tranausky, FTR

2:30 PM - Networking Break
2:45 PM - Flat Cars: Growth Delayed, Not Denied

Growth in the flat car market faces near-term headwinds as automotive and intermodal volumes struggle. Eventually, these commodity sectors should see demand recover and their railcar needs increase. But the exact timing of that recovery and its flow-through to railcars is murky. This panel of experts will provide insights into the outlook.

Panelists: 
David Nahass, Railroad Financial Corp. 

Moderator: 
Todd Tranausky, FTR

3:15 PM - Covered Hoppers: Will Rebuilds Change the Calculus?

There are sustained demand drivers in the grain and plastic pellet/resin markets that should allow for robust orders and deliveries. But rebuilds of excess cars into more in-demand car types could dilute the demand fundamentals for new equipment demand. Our panel will explore this potential phenomenon and more.

Panelists: 
Tyler Dickman, GATX
Rob Cook, Bunge

Moderator: 
Todd Tranausky, FTR

Rail Equipment Speakers

Rail Equipment agenda

Download the Rail Equipment agenda in PDF.

Previous companies by industry

View companies in your industry that have previously attended.

Rail Equipment Speakers

Click the dots below to scroll through this year's fantastic list of speakers.

John Carr VP Strategic Growth, Dairyland Power Cooperative
Jay Carter Strategic Marketing Manager, The Greenbrier Companies
Curtis Chandler President, Progressive Fuels, Ltd.
Kevin Cook VP, Sales & Marketing & Business Development, Mitsui Rail Capital, LLC
Tyler Dickman Vice President, Railcar Portfolio Management, GATX Corporation
Matt Elkott Vice Present, Cowen
Ben Elpers Director Portfolio Management, KBX Rail
Eric Marchetto Group President, TrinityRail
David Nahass President, Railroad Financial Corp.
Robert Pickel SVP Marketing & Sales, National Steel Car Limited
Eric Starks Chairman & CEO, FTR
Jonathan Starks Chief Intelligence Officer, FTR
Todd Tranausky Vice President, Rail & Intermodal, FTR
Jerry Vest, III Manager, Market Planning, TTX Company

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