3PL VALUE CREATIONNORTH AMERICA SUMMIT 2018

October 16–18, 2018 | Embassy Suites Chicago Downtown Magnificent Mile

MEDIA SPONSORS

Interested in sponsorship opportunities? Contact Cheri Grabowski at

(414) 545-3838 or Cheri@3PLogistics.com

REGISTER at www.3PLogistics.com/3PLNA2018

The 3PL Value Creation North America Summit is a distinct strategic event where C-level executives, investment community leaders, and technology innovators gather to assess the future of the third‑party logistics market and explore strategies for value creation to forge competitive advantage.

Through a combination of insightful executive panels, market intelligence, and thought leadership, the 3PL Value Creation North America Summit takes an unparalleled deep‑dive into the operational and financial aspects of the global 3PL industry.

The summit will analyze the most important industry trends (such as value-added services, recent mergers and acquisitions, e-commerce, and innovative technologies and automation) in an interactive and fully engaged way. The 3PL Value Creation North America Summit offers up a strong platform for executives to network, learn, and exchange business knowledge and experience. It is your chance to position your company to be a provider of cutting‑edge solutions which enhance your customers’ supply chain flexibility and agility, while boosting bottom lines.

Armstrong & Associates invites you to join us at our sixth annual 3PL Value Creation North America Summit

on October 16–18 in Chicago, Illinois.

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SPONSORSPlatinum

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Gold

Silver

fetchr o b o t i c s

*Early Bird Regular

All-Access RegistrationProvides access to all three days of the event (October 16–18th)

$2,490.00 $2,990.00

3PL and Innovation Summit Registration3PL and Innovation Summit event (October 17th and October 18th)

$1,695.00 $1,995.00

Finance and Investment Briefing RegistrationFinance and Investment Briefing event only (October 16th)

$795.00 $995.00

Embassy Suites by Hilton DowntownChicago Magnificent Mile

511 N Columbus Dr, Chicago, IL 60611(312) 836‑5900

VENUE INFORMATION:

REGISTER at www.3PLogistics.com/3PLNA2018

*Early bird pricing expires

Sept 14th

3PL Value Creation Summit North America 2018

PRICING:

3PL Value Creation Summit North America 2018

SPEAKERS INCLUDE:

Dennis Anderson II Chief Customer Experience Officer

ArcBest Corporation

Robert Farrell Chairman and

Chief Executive Officer GlobalTranz Enterprises

John Larkin Managing Director -

Transportation and Logistics STIFEL Investment Banking

Keith Prusek Managing Director,

Logistics & Transportation Investment Banking

BB&T Capital Markets

Dr. Jae AuhSenior Vice President

CJ Rokin Logistics, CJ Logistics

James Gagne Chief Executive Officer

SEKO Logistics

Greg Morello President and

Chief Commercial Officer Port Logistics Group

Duane Sizemore Senior Vice President,

Marketing and Business Development

Saddle Creek Logistics Services

Chris Caplice Executive Director MIT Center for

Transportation & Logistics Massachusetts Institute of

Technology

Frank Guenzerodt President and

Chief Executive Officer DACHSER USA

Air & Sea Logistics Inc.

Adrian Pasricha Principal

Clairvest Group

Tom Sanderson Executive Chairman

Transplace

Jack ChangManaging Director - JUSDA USA

JUSDA Supply Chain Management

Tim HinckleyChief Commercial Officer

RADIAL, a bpost company

Mitch Weseley Founder and

Chief Executive Officer 3GTMS

Robert Voltmann President and

Chief Executive OfficerTransportation Intermediaries

Association

Angela EliacostasPresident and FounderAGT Global Logistics

Sean Kelly Senior Vice President, Business Development

GEODIS

Chris Pickett Chief Strategy Officer

Coyote Logistics

Douglas Waggoner Chairman and

Chief Executive Officer Echo Global Logistics, Inc.

Registration and Networking Breakfast

Welcome and Opening Statements Richard D. Armstrong, Chairman and CEO, ARMSTRONG & ASSOCIATES, INC.

Transportation & Logistics Market Opportunity for Consolidation and Roll UpsThis session will examine the overall strategic and equity investment trends in the market and provide insight into the factors driving the market forward. It will examine the logistics industry landscape which has attracted a high volume of M&A activity for over 10 years which is expected to continue into the foreseeable future.• Why does the T&L space continue to attract sponsors, and new and existing

strategic buyers?• How does market fragmentation pose challenges in identifying targets, and

what can buyers do to find opportunities?• Does the mid-market segment provide a unique opportunity for consolidation

to drive economies of scale?• What are the current overall strategic and equity investment trends driving the

market?• What are the market dynamics for 2018 and beyond?

Networking Break

Deal Valuation and Trends – What Drives the Value of 3PL Assets? What will shape valuations and pricing in the coming year? This session will assess the key drivers of 3PL company valuation.• Are the multiples over-emphasized? • How will macroeconomics impact prices?• Too many buyers and too much money are chasing T&L non-asset/light-asset

deals. Who will win?• Has the freight brokerage business become over-commoditized? How does it

impact valuations?

Tuesday, October 16Finance and Investment Briefing 2018

8:00 – 9:00 a.m.

9:00 – 9:15 a.m.

9:20 – 10:25 a.m.

10:25 – 10:45 a.m.

10:45 – 11:35 a.m.

Tuesday, October 16 (continued)

3PL Value Creation Summit North America 2018

11:40 a.m. – 12:30 p.m.

12:30 – 1:40 p.m.

1:40 – 2:35 p.m.

2:35 – 3:00 p.m.

Strategic vs. Financial Buyers – Major Differences and DynamicsThis session compares strategic, private equity, flexible capital, and sponsor investments in 3PL assets and each investment dynamic. There is plenty of “dry-powder” out there with sponsors and strategic buyers want to maximize synergies. We will examine the differences in approach of major investors and strategic buyers.• What are the major differences in investment strategies and the way each

values assets?• How do buyers go about finding deals which fit their Investment Profile?• Will the competition between various buyers send valuations for worthy

“assets” into an upward spiral?• Is investing in transportation or logistics technology an attractive investment?

Group Luncheon

Mid-Market Consolidation, Roll Ups and M&ASince the mid-market presents unique challenges and opportunities within both asset-based and non-asset/light-asset T&L segments, this panel examines issues related to the less talked about mid-market segment of our industry. This panel will discuss:• Why is the mid-market segment significant and important?• What level of mid-market fragmentation is there in both asset/non-asset

space?• Why mid-market consolidation and roll up strategies can provide unique

opportunities.• What do sponsors think about mid-market investments?• What are the usual challenges mid-market companies face in terms of

scalability and growth?• What the mid-market signifies about the future industry landscape.

Networking Break and Private Meetings

Tuesday, October 16 (continued)

3PL Value Creation Summit North America 2018

3:00 – 4:00 p.m.

4:00 p.m.

Summarizing the M&A Landscape – New Headwinds and Tailwinds in the IndustryThis session will cover the latest market intelligence and industry dynamics influencing M&A activity into 2019, including:• Macroeconomic trends that will influence valuations and capital structure.• Industry dynamics impacting how big strategic and financial investors will

approach M&A.• Trends and trajectory of e-commerce logistics and its impact on M&A.• Digital brokers, a new reality, how are they impacting the industry?

Finance and Investment Briefing Adjourns

Registration and Networking Breakfast

Welcome and Opening Statements Richard D. Armstrong, Chairman & CEO, ARMSTRONG & ASSOCIATES, INC.

Global View and Regional VariationsThis Executive-level session will discuss market trends found globally and within specific geographies. What are the global paradigms for success?• Areas for growth• Threshold IT and process levels• World class operations –from China, SE Asia, the Americas and more

Creating Greater Value in Value-Added Warehousing/Contract Logistics Spurred by the changes that omni-channel, B2C e-commerce, cold chain and reverse logistics drive, value-added warehousing continues to be a growth segment for 3PL providers. How can 3PLs create more value? What will it take to succeed in this segment?• Growth, vacancies and new construction • Labor trends and the impact of Amazon• Big boxes, RF and voice technology impacts• Customer expectations, procurement involvement and cross selling• How to address scope creep and maintain margins

Networking Break

International Transportation Management/Freight ForwardingThis session will explore trends in the international transportation management market and outlook over the next five years.• Air and ocean operating model trends and opportunities• How technology could drive growth and segment the market• Impacts and opportunities of e-commerce on operating models and networks• Upcoming areas of focus and big bets that service providers are making

within their organizations

7:30 – 8:10 a.m.

8:15 – 8:20 a.m.

8:20 – 9:20 a.m.

9:25 – 10:25 a.m.

10:25 – 10:45 a.m.

10:45 – 11:45 a.m.

Wednesday, October 173PL Value Creation Summit North America 2018

11:45 a.m. – 1:15 p.m.

1:15 – 2:25 p.m.

2:30 – 3:30 p.m.

3:30 – 3:45 p.m.

3:45 – 4:45 p.m.

4:45 – 5:00 p.m.

5:00 – 6:00 p.m.

Wednesday, October 17 (continued)

3PL Value Creation Summit North America 2018

Group Luncheon

Part One: Supply Chain Innovation – Automation, Robotics, and Artificial Intelligence Part one of our technology series addresses how automation, robotics and AI technologies are shaping the supply chain landscape. • How is automation changing the supply chain management roadmap?• The future of warehousing management – Does it include products like

augmented reality eyewear?• Artificial intelligence and machine learning – Is there evidence of it in the 3PL

world? How will it exist in five years?

Domestic Transportation Management and Dedicated Contract CarriageThis session will review growth areas for success with domestic transportation management, freight brokerage, and dedicated contract carriage. • Cross selling VAWD and transportation management• Electronic logging device and hours of service market impacts• Structural changes at the major players – how important are they?

Networking Break Digital Freight Matching in 2018Digital Freight Matching has evolved since the wave of “Uber for Trucking” apps hit the market a few years ago. We’ll explore technologies that have gained traction and how they fit into the logistics landscape.• How have Digital Freight Matching apps changed in the past few years? • How are they evolving to meet the needs of carriers and shippers? • What works---and what doesn’t?• How can 3PLs take advantage of DFM technologies and best practices?

Remarks by the Reception Host

Summit Networking Reception

7:15 – 8:00 a.m.

8:00 – 8:10 a.m.

8:10 – 9:10 a.m.

9:15 – 10:15 a.m

10:15 – 10:30 a.m.

Networking Breakfast

Update and OverviewRichard D. Armstrong, Chairman & CEO, ARMSTRONG & ASSOCIATES, INC.

Supply Chain Mega- Trends: Growth Areas, Emerging Markets, and OpportunitiesThis panel will explore how mega-trends will change future supply chain transformations. • Big data• To automate or not?• E-commerce and nearshoring• China and Mexico – trade and cross border changes• Spare Parts Logistics, new IoT-based models and the evolution/impact of 3D

printing

The Future of E-Commerce LogisticsE-commerce 3PL revenues hit $12.8 billion in 2017, with expected annual growth of 18% in the near term. It’s imperative that 3PLs stay on the cutting edge of this rapidly growing opportunity.• E-commerce retail is changing rapidly. What do emerging retail trends tell us

about the future of logistics?• What services are shippers and consumers asking for?• As e-commerce becomes more popular in challenging categories, like

groceries, pharmaceuticals, furniture, and appliances, how should 3PLs respond?

• The market presents many opportunities for 3PLs, as well as challenges and threats. How can 3PLs compete in a today’s market against increasing competition from the likes of Amazon?

Networking Break

Thursday, October 183PL Value Creation Summit North America 2018

Thursday, October 18 (continued)

3PL Value Creation Summit North America 2018

10:30 – 11:30 a.m.

11:35 a.m. – 12:45 p.m.

12:45 p.m.

Part Two: Supply Chain Innovation – Information Technology Part two of our technology series addresses the proliferation of Information Technology on the supply chain landscape. • E-commerce and consumer responsive operations – how is technology

addressing challenges and opportunities?• Buying a system versus developing a system – how to navigate the make/buy

decision• Order management, customer relationship management, and workflow

technology trends

3PL Market Trends and Executive Predictions This panel is an executive-level review about ongoing 3PL market trends and 2018 predictions.• Growth challenges and opportunities• Factors driving operational efficiencies• Future outlook

Summit Adjourns