GLGi: Railcar Business Cycle

Time & Location

Originally Presented: October 11, 2006 1:00 PM, San Francisco

Presenter(s):

Toby Kolstad, President, Rail Theory ForecastsToby Kolstad

President
Rail Theory Forecasts

          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Agenda:

  • Past railcar building cycles and causes
  • Relationship of the railcar cycle to GDP business cycle
  • Past and current cycles for the four main types of railcars - Coal cars, flatcars (including intermodal), tank cars, and covered hopper cars
  • Discussion of 2007 projected railcar deliveries for major railcar manufactures: ARII, TRN, RAIL, GBX

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A program focused on educating business and investment professionals through seminars on current trends and core concepts in various industries. Detailed workbooks distributed at the Seminars provide educational reference materials for later review. GLG Live Meetings enable clients to increase thier own industry education by proposing new seminar topics or adding agenda terms to currently scheduled seminars.