Seminar 52 agenda
Transcription
Seminar 52 agenda
ACT’s Seminar #52 NA COMMERCIAL VEHICLE & TRANSPORTATION INDUSTRIES REVIEW & OUTLOOK: 2015-2019 Contributor to Blue Chip Economic Indicators March 23-25. 2015 Clarion Hotel & Conference Center, Columbus, IN AGENDA AT A GLANCE Reasons to Attend Monday, March 23 2:00 — 11:00 p.m. Registration in Hospitality Suite 6:30 — 7:00 p.m. Discussion Dinners Begin Tuesday, March 24 6:30 a.m. Registration Opens, Crystal Ballroom 6:30 a.m. Breakfast Buffet, Crystal Ballroom A 7:45 a.m. Opening Comments Morning Session Includes Economics of the Nation Class 8 Review & Forecasts OEM Viewpoint—Mack Trucks Legislative Issues from a Lobbyist’s Viewpoint Used Trucks Review & Forecasts 12:00 p.m. Lunch in the Pool Area Afternoon Session Includes Global View—CIMC Government Regulations Update—EPA, CARB Truck Transportation Insights Light & Medium Duty 5:30 — 11:00 p.m. Hospitality Suite Open 6:00 — 9:00 p.m. Dinner at the Garage (ACT’s office) Wednesday, March 25 6:30 a.m. Breakfast Buffet, Crystal Ballroom A 7:45 a.m. Seminar Sessions on Investment Perspective Engine OEM viewport—Cummins Transportation Corner with Werner, Perdue & Paper Transport Analysis of CV & trucking current challenges and opportunities. Forecasts of N.A. Cl. 5-8 truck and trailer demand: 1-5 years. Comprehensive economic review. Guidance from industry leaders: OEMs, dealers and more. Networking opportunities in a professional, friendly setting. Who should attend? Attendees come from varied backgrounds and positions, but they all have one thing in common: A need to understand where the economy and commercial vehicle industries are headed and why. Attendees are from: Vehicle and component manufacturers and their dealers Trucking and railroad Banking Investment houses Alternative fuel suppliers/infrastructure Extensive supporting industry services Networking Opportunities: Networking opportunities abound at ACT seminars, beginning with the small dinner groups on Monday evening, where topics are discussed in a casual setting, to the roundtable meals at the Clarion, to frequent breaks and opportunities to interact with peers and speakers, to the Dinner at the Garage (ACT’s office), where attendees and speakers mingle and a good time is had by all. 10:00 a.m. Concurrent Sessions on Trailers and Driver Issues 11:35 a.m. Wrap-up and Discussion 12:00 p.m. Board bus for MATS Seminar Sponsor: 12:00 p.m. Lunch in Clarion Restaurant for those not going to MATS ACT Research Co., LLC, 4400 Ray Boll Blvd., Columbus, IN 47203 www.actresearch.net; Phone: 812-379-2085, Fax: 812-378-5997; e-mail: [email protected] Monday, March 23, 2015 Registration in the Hospitality Suite from 2:00 p.m. – 11:00 p.m. at the Clarion Hotel AV Room. 2:00 p.m. Registration in Hospitality Suite Opens Clarion Hotel AV Room Dinner Discussion Groups (for those who arrive early) Meet in the Clarion Hotel AV Room 30 minutes ahead of time to carpool to restaurants 7:00 p.m., Group 1 Kenny Vieth Class 8 Trucks and Tractors: Looking at the Drivers of Demand Tre Bicchieri 7:00 p.m., Group 2 Steve Tam Classes 4-7 and Used Vehicles Taku Japanese Steak House 7:00 p.m., Group 3 Frank Maly and Tom Czapka What’s Happening in the Global and U.S. Trailer Industries? Smith’s Row 7:30 p.m., Group 4 Sam Kahan The Challenges of Economic Forecasting and Trucks Smith’s Row 7:00 p.m., Group 5 Jennifer McNealy and Bob Perkins China CV Industry Pho Shiki Vietnamese-Japanese cuisine 7:00 p.m., Group 6 Joyce Wire & Debby Steinbarger Let’s Get Acquainted: If you are a first-time attendee, you are welcome at any of the discussion dinners, but here is an option for you. Meet other first-timers, find out about the industry in general and ACT in particular. (And Ken says the beer is excellent!) Ken Vieth and Jim Meil Exploring Freight Transportation in 2025: The convergence of fuels, technologies, trucks, drivers, and more. ZwanzigZ Pizza & Brewpub 6:30 p.m., Group 7 Mulligan Grille Proud sponsor of “Dinner at the Garage” and “Meals at the Clarion” Hotel reservations should be made directly with the Clarion Hotel. Phone: 812-372-1541, Fax: 812-378-9049, Group code: ACT Research Tuesday, March 24, 2015 Registration opens at 6:30 a.m. outside the Crystal Ballroom. Events will take place in Crystal Ballroom B, C, & D unless otherwise indicated. 6:30 a.m. Registration opens outside Crystal Ballroom, the location of the meeting 6:30 a.m. Breakfast Buffet Crystal Ballroom A 7:45 – 8:00 a.m. Welcome to ACT Seminar #52 Opening Comments & Commentary ●Ken Vieth Senior Partner & General Mgr. ACT Research Co., LLC 8:00 – 8:50 a.m. Economics of the Nation The outlook for the U.S. and North American economies in 2015 is quite positive. What about the five-year forecast horizon? What are the risks that could sideline the economy and what is their probability of occurrence? ●Sam Kahan Chief Economist ACT Research Co., LLC Retired Chicago FRB* *FRB: Federal Reserve Bank 8:50 – 9:50 a.m. Class 8: Review & Forecasts 2014 was a good year for Class 8 demand, and the underlying framework in the near-term is solid. What about the potential downside, including the strain on quality, cost, and supply chain performance as the industry reaches the upper frontier on production capacity? ●Kenny Vieth President & Sr. Analyst ACT Research Co., LLC 9:50 – 10:10 a.m. Refreshment Break Meet an attendee and make a long-term contact 10:10 – 10:45 a.m. An OEM’s Point of View What does Mack Trucks see ahead for the Class 8 market and its many applications? Will there be difficulty keeping up with demand, including the supply chain? And what’s next for government regulations from emissions to drivers and safety? ● Stephen Roy President Mack Trucks North America 10:45 – 11:20 a.m. Legislative Issues from a Lobbyist’s Point of View What are the key federal, state, legislative and regulatory issues affecting the industry from MEMA’s point of view. What actions is MEMA taking? ●Ann Wilson Sr. Vice President Motor & Equipment Manufacturing Association 11:20 – 11:50 a.m. Used Trucks: Review & Forecasts A summary of the monthly market activity, along with some indepth analysis that delves deeper into the data to bring to light what the future holds for the used truck market. ●Steve Tam VP Commercial Vehicle Sector ACT Research Co., LLC 12:00 – 1:30 p.m. Lunch Garden/Pool Area Tuesday, March 24, 2015 1:30 – 1:50 p.m. Q & A session in Hospitality Suite For first-timers and veterans alike. Ask the questions you didn’t get a chance to pose this morning. Clarion AV Room 1:55 – 2:30 p.m. Global Operation, Local Knowledge—CIMC’s Approach toward the Global Trailer Market CIMC used its container technology and critical mass to successfully enter the trailer market in 2002. Today, they are the market leader in China. They also have production facilities in Europe, Australia, and the U.S. (Vanguard). Are trailers/trailer technology transferable between countries? EPA Update What’s ahead for emissions standards? Hear an update of the Phase 2 Greenhouse Gas and Fuel Efficiency Rulemaking, which is due by the end of March. Refreshments ●David Li Director & General Manager CIMC Vehicles Group, Ltd. 3:20 – 3:50 p.m. California Air Resources Board—Update on California Vehicle Standards An update about regulations affecting the transportation industry in California and the states that have adopted California’s vehicle standards. CARB is often the pacesetter in setting state and national standards; this presentation will give a valuable look-ahead to what may be coming. Attendees should consider the long-term possibility that the federal government and the states will adopt the same guidelines concerning emissions, fuel economy, and other issues. ●Erik White Chief, Mobile Source Control Div. California Air Resources Board 3:50 – 4:20 p.m. Insights on the World of Truck Transportation: Where is it Headed and Why? The world of Truck Transportation is in a constant state of change – the economy, freight, regulation, energy, technology, drivers and demographics. We will lift our sights beyond the next few quarters and years to explore where some of the trends could lead and make some informed guesses as to what’s ahead for trucks and trucking over a more distant horizon. Light & Medium Duty An overview of current market activity and analysis of key consumer and business economic variables, as well as their impact on light and medium vehicle demand. ●Jim Meil Principal, Industry Analysis ACT Research Co., LLC Tomorrow’s Program (and what’s new at ACT): ●Joyce Wire ACT Research Co., LLC 2:30 – 3:05 p.m. 3:05 – 3:20 p.m. 4:20 – 4:50 p.m. 4:50 – 5:00 p.m. Plus 6:00 – 9:00 p.m. 5:00 – 11:00 p.m. “Dichotomy of the Economy and Beer—Which is More Healthy?” Do you know your beers like you know the CV and transportation industries? Join us for dinner at ACT’s garage…see below Dinner at ACT’s “Garage” where the trucks (toy) are parked, steaks will be cooked, and ZwanzigZ beer will be tasted. Let Mike Rybinski explain what makes a great beer and why you like the beers you do . Music will be provided by Dan and Linda Mustard. Angus steaks, Indiana pork ribs, shrimp, international cheeses, and many specialty foods will be served. Come hungry, meet a friend, and bring a coat, just in case. Network, network, network. Hospitality Suite ●Bill Charmley Director, Assessment and Standards Division EPA ●Steve Tam VP Commercial Vehicle Sector ACT Research Co., LLC ●Mike Rybinski Brew master ZwanzigZ Brewpub Directions will be provided for those wishing to drive. 4400 Ray Boll Blvd Bus Departures from Clarion: 5:45 and 6:30 p.m. Returns to Clarion: 8:15 and 9:00 p.m. Clarion AV Room Wednesday, March 25, 2015 6:30 a.m. Breakfast Buffet Crystal Ballroom A 7:45 – 7:50 a.m. Opening Remarks ●Ken Vieth 7:50 – 8:20 a.m. Investment Perspective ●Scott Group Managing Director, Sr. Transportation Analyst Wolfe Research An analyst’s view of the CV industry. 8:20 – 8:50 a.m. An Engine Manufacturer’s Perspective on Commercial Vehicle Greenhouse Gas and Fuel Efficiency Regulations: Phase 1 Status and Phase 2 Outlook ●Brian Mormino Executive Director-Environmental Strategy & Compliance Cummins Inc. 8:50 – 10:00 a.m. Transportation Corner ●Mark Tinch Vice President, Eastern Sales Werner Enterprises, Inc. An overview of the current issues and trends affecting the movement of freight throughout North America. Issues/opportunities include freight volumes, capacity, profitability, productivity and adoption of equipment to meet government regulations. ●Jeff Shefchik President Paper Transport Moderator: Ken Vieth, ACT Research 10:00 -10:10 a.m. ●James Herman Fleet Maintenance Operations Manager Perdue Foods LLC Refreshments— Grab a Coffee Concurrent Sessions: 10:10 – 11:25 a.m. Crystal Ballroom A 10:10 – 11:25 a.m. Crystal Ballroom BCD Trailer Market Drivers, Drivers, Drivers A Trailer OEM’s Viewpoint ●David Giesen VP, Sales & Marketing Stoughton Trailers, LLC Driver Issues from a Fleet’s Point of View Trailer Tracking ●Veronica Taylor VP of Industry Relations Spireon, Inc. Insurance Issues ●Steve Johnson ●Tony Johnson President & CEO Truck Insurance Agent Marvin Johnson & Assoc. U.S. Market & Forecasts: ●Frank Maly Director of CV Transportation ACT Research Co., LLC Driver Shortage—A Chronic Problem? ●Kenny Vieth ACT Research Co., LLC Moderator: Ken Vieth, ACT Research Moderator, Jim Meil, ACT Research ●Jim Subler President ●Jerold Richards CFO Classic Carriers, Inc. 11:25 – 11:35 a.m. Wrap-up and Discussion ●Ken Vieth Crystal Ballroom C/D noon Board bus for MATS Tour—Fifth year of the tour! We will visit Mack ● Volvo ● Ford ● Navistar ● Kenworth ● Peterbilt noon Depart for MATS and tour the truck OEMs’ exhibits the day before the show opens, with special permission from the OEMs and MATS management. Lunch at the hotel for those not on the MATS tour Select from an open menu and let ACT pay! Clarion Dining Room
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