MONDAY, NOVEMBER 16

Welcome and Opening Session:

Freight Transportation One Year later: the New View from Wall Street

The economy unleashed its wrath on the freight transportation sector again this year, and conventional wisdom says things will get worse before they get better. But what do the masters of Wall Street forecast for freight service providers in 2010 (and beyond)? As a follow-up to last year’s highly-successful session Wall Street’s View of Transportation, this interactive town hallstyle session will feature more of “The Street’s” most sought after transportation sector analysts sharing their revised outlook for the sector. Once again, moderator extraordinaire and senior adviser to The Journal of Commerce Peter Tirschwell will serve as host of this lively keynote session.

And thanks to the use of a high-tech audience response system, this year’s unprecedented program has been enhanced to allow for attendee participation through instant opinion polling and other interactive features.

Confirmed speakers include: John L. Barnes III, Managing Director Equity Research – Transportation, RBC Capital Markets and Thomas R. Wadewitz, Analyst – Airfreight & Surface Transportation, J.P. Morgan.

SUPER SESSION: Economic Turmoil in a Sea of Financial Changes

The highly competitive global shipping industry is well accustomed to riding the ups and downs of normal business cycles. Yet the present worldwide economic recession has negatively impacted international trade and commerce — and the shipping industry — in ways not seen since the Great Depression of the 1930s. The interdependent trade world today demands efficient and effective supply chains to support both national and international economies. Overcapacity due to prolific orders for ships of all kinds, abrupt drops in cargo volumes due to reduced aggregate demand and inventory drawdowns, and worries about future sustainable growth have resulted in economic turmoil that has had intense reverberations for the ocean shipping industry and beyond. What will the carrier industry look like in the years ahead? Can carriers survive for a protracted period of time without reasonable returns on investment? Can the cascade of new ship deliveries be financed? Should we expect a new round of mergers and consolidations? What will be the impact on competitive options among customers?

TUESDAY, NOVEMBER 17

SUPER SESSION: Is Your Motor Carrier on the Highway to Health in 2010?

Over capacity; trucking bankruptcies; slowly rising fuel prices; low driver pay; high insurance costs; customer bids; green initiatives; and too much legislation affecting the transportation industry. Where will it all end or perhaps lead us in 2010? Come listen as our panel of seasoned veterans in this town hall session talk about what happened on the highway in 2009, and where we are going in 2010.

SUPER SESSION: Where Will We Be “Tracking” in 2010 with Our Rail Partners?

Business is down. Fuel is down. Rates are down. Service and capacity are up. What’s it all about, Alfie? Come join our rail and shipper panel while we delve into the major issues facing and defining rail transportation today. This panel will review capital investment for the shipping future, the greening of America, legislative issues affecting the industry, and what keeps rail logistics leaders awake at night. This session is sure to be sold out so please arrive early and stay late!