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: trucks@actresearch.net
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