You're invited to attend the RFC and FTR Equipment Forum!
Wednesday, November 13, 2024
$495
Houston, TX
Railroad Financial Corporation, the leading rail equipment financial advisory firm, and FTR, the leading commercial freight transportation experts, are joining forces to provide the deepest dive into the fundamental demand and investment landscape of Tank and Covered Hopper railcars.
This event is ideal for supply chain, procurement, and transportation professionals as well as asset managers seeking to understand the current demand dynamics of tanks and covered hoppers and to receive an update on the lease market for railcars of all types.
Here's a look at the agenda:
7:30 AM - Breakfast & Networking
8:30 AM - Welcome & Introductions
8:45 AM - Economic Keynote
Presenter - Emily Myers Sanchez, American Chemistry Council
9:30 AM - Tank Cars Equipment (deliveries and outlook)
Tank cars are settling into a lower level of order and delivery activity, but also face a higher-than-usual level of uncertainty given potential regulatory changes and requalification activity. We’ll examine these drivers of activity and provide an outlook for where the market goes in 2024.
Presenter - Todd Tranausky
10:30 AM - Networking Break
10:45 AM - Covered Hoppers (deliveries and outlook)
Orders have been strong for covered hoppers, but some participants fear a bubble forming and that covered hoppers will become the next overbuilt railcar type. Expected new production coming online in the next 18 months mitigates those fears somewhat, but this session will address the risks and uncertainties acting on this market.
Presenter - Todd Tranausky
11:45 AM - Lunch
1:00 PM - Fireside Keynote: The Changing Face of Rail Freight in Supply Chains
Hear directly from a supply chain practitioner as we discuss the changing landscape of transportation and its implications for rail freight
Presenters: Francisco Salinas, CEMEX, William Geiger and David Nahass, RFC
1:45 PM - Leasing
Steadying global conflicts have seen commodity costs ease from their 2023 peaks, but uncertainty from potential regulatory changes has tampered with the appetite for tank car demand to a degree. Join the Railroad Financial Corporation team as they examine how this abnormal market is impacting financial indicators such as lease rates, return on investment, and revenue streams.
Presenters - David Nahass and William Geiger
2:30 PM - Networking Break
3:00 PM - Railcar Executive Q&A
Eric Marchetto, Chief Financial Officer of TrinityRail will join William Geiger and David Nahass for a Question and Answer session on the railcar manufacturing and leasing market.
Presenters:
Eric Marchetto, TrinityRail
William Geiger, Railroad Financial Corp.
David Nahass, Railroad Financial Corp.
3:45 PM - Finance
The Covered Hopper market has seen a struggle as of late with market demand being absorbed by the petrochemical space. Join David and Will as they assess what the offsetting commodity growth means for the Covered Hopper market as we trudge through this subdued freight market.
Presenters - David Nahass and William Geiger
4:30 PM - Closing
5:30 - 7:00 PM - Reception
You're invited to attend the RFC and FTR Leasing & Equipment Forum!
Wednesday, November 13, 2024
$495
Hyatt Regency - Houston Galleria Houston, TX
Railroad Financial Corporation, the leading rail equipment financial advisory firm, and FTR, the leading commercial freight transportation experts, are joining forces to provide the deepest dive into the fundamental demand and investment landscape of tank cars and Covered Hoppers.
This event is ideal for supply chain, procurement, transportation professionals, and asset managers seeking to understand the current demand, leasing, and financial dynamics of tank cars and covered hoppers.
Taking place at the brand new Hyatt Regency Houston/Galleria with upscale amenities and a relaxed atmosphere, this one-day session is the perfect opportunity to step away from the office and grow your transportation network and knowledge base. (Secure your discounted room rate here by October 23, 2024)
Here's an early look at the agenda:
Breakfast & Networking
Welcome & Introductions - Jonathan Starks, CEO - FTR
Economic Keynote featuring Emily Sanchez, Director at the American Chemistry Council
Rail Outlook
Underpinning demand for equipment is demand for the commodity that it ships. Here we’ll explore FTR’s expectations around total rail traffic growth, with an emphasis on those commodities moving in tank cars and covered hoppers.
Tank Cars
A myriad of demand drivers, equipment specifications and regulatory requirements make tank cars among the most fascinating and complex pieces of rail equipment. During this time, we’ll review the shifting trends in equipment counts, regulatory issues and industries served for the world of liquid bulk transportation.
Covered Hoppers
Solid rail traffic and heavy levels of retirements make covered hoppers front of mind for railcar opportunities, but to what extent? To answer this question we’ll dive into changes in agriculture and chemical related demand and a comparison of age based retirements vs current levels of builds.
Lunch
Industry Keynote Panel featuring Francisco Salinas, Roger Jimenez, & David Nahass
David Nahass will be joined by Francisco Salinas, Treasurer - Cemex, and Roger Jimenez, CFO; VP of Accounting & Finance - Tokai Carbon CB to discuss the current challenges from the supplier and shipper perspective in this perplexing market.
Leasing Market Update from Railroad Financial Corporation
Railcar Executive Q&A featuring Eric Marchetto, Chief Financial Officer of TrinityRail.
Eric Marchetto, Chief Financial Officer of TrinityRail will join William Geiger and David Nahass of Railroad Financial Corporation for a Question and Answer session on the railcar manufacturing and leasing market.
Finance Market Update from Railroad Financial Corporation
Reception
Meet the Speakers
Meet the Speakers
Please fill out the form to reserve your spot for the 2024 RFC & FTR Leasing & Equipment Forum: Covered Hoppers & Tank Car Deep Dive on November 13th in Houston, Texas!
Once the registration form is submitted, we will send a confirmation email with hotel room block information.
Register Now!
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