J.P. MorganAviation, Transportation and Industrials CONFERENCEMarch 3–5, 2015 | 383 Madison Avenue | New York City

TUESDAY, MARCH 3 (as of 3.3.15)

7:00 AM ConferenCe CheCk-in and Breakfast

Auditorium A Auditorium b Auditorium C room 1204 / 1205

8:00 AM – 8:40 AM textainer Group holdings LimitedHilliard Terry, EVP & CFO

triumph GroupJeffry Frisby, President & CEO

Jeffrey McRae, SVP & CFO

JetBlue airways CorpRobin Hayes, Chief Executive Officer

Pentair plcRandy Hogan, Chairman & CEO

8:45 AM – 9:25 AM Union Pacific Corp.Rob Knight, CFO

L-3 Communications holdings inc.Ralph D’Ambrosio, SVP & CFO

delta air LinesEd Bastian, President

Lennox international inc.Todd Bluedorn, Chairman & CEO

9:30 AM – 10:10 AM owens-illinois, inc.Stephen Bramlage, SVP & CFO

LeidosMark Sopp, CFO

Gulu Gambhir, Chief Technology Officer

United Continental holdings, inc.John Rainey, EVP & CFO

3M CompanyInge Thulin, CEO

10:15 AM – 10:55 AM Weyerhaeuser Co.Patricia Bedient, EVP and CFO

huntington ingalls industriesC. Michael Petters, President & CEO

american airlinesScott Kirby, President

roper industries inc.John Humphrey, EVP & CFO

11:00 AM – 11:40 AMdorian LPG

Ted Young, CFOJohn Lycouris, CEO

harris Corp.Bill Brown, President & CEO

WestJet airlinesBob Cummings, EVP Sales Marketing

and Guest Experience

triMas CorporationDavid Wathen, President & CEO

11:40 AM – 12:00 PM LUnCh avaiLaBLe

12:00 PM – 12:15 PM I n M e m o r i a m

12:15 PM – 12:55 PM Networking Networking southwest airlinesTammy Romo, CFO & SVP Finance

Networking

1:00 PM – 1:40 PM orbital atkDavid Thompson, President & CEO

alaska air Group, inc.Brandon Pedersen, VP, Finance & CFO

the sherwin-Williams CompanyChris Connor, Chairman & CEO

1:45 PM – 2:25 PM international airlines GroupWillie Walsh, CEO

danaher Corp.Dan Comas, EVP, CFO

2:30 PM – 3:10 PM air france-kLMAlexandre de Juniac, CEO

agenda continued on next page >

J.P. MorganAviation, Transportation and Industrials CONFERENCEMarch 3–5, 2015 | 383 Madison Avenue | New York City

WEDnESDAY, MARCH 4 (as of 3.3.15)

7:00 AM ConferenCe CheCk-in and Breakfast

Auditorium A Auditorium b Auditorium C room 1204 / 1205

8:00 AM – 8:40 AM Maersk GroupTrond Westlie, Group CFO

CsX CorporationFredrik Eliasson, EVP & CFO

rockwell CollinsKelly Ortberg, CEO and President

Cummins inc.Tony Satterthwaite, President-Power Generation Business

Mark Smith, Executive Director, Investor Relations

8:45 AM – 9:25 AM PostnLHerna Verhagen, CEO

norfolk southern CorpJames Squires, President

spirit aerosystems, inc.Larry Lawson, President & CEO

deere & Co.Tony Huegel, Director, IR

9:30 AM – 10:10 AMnavios Maritime holdings (nM) & navios Maritime Partners (nMM)

Angeliki Frangou, Chairman & CEO

Genesee & Wyoming inc.TJ Gallagher, CFO

airbus Group nvHarald Wilhelm, CFO

ecolab inc.Steve Taylor, EVP and President, Global Energy

10:15 AM – 10:55 AMnavios Maritime acquisition (nna) &

navios Maritime Midstream Partners (naP)Angeliki Frangou, Chairman & CEO

Landstar system, inc.Jim Gattoni, President & CEO

the dow Chemical CompanyHoward Ungerleider, CFO

11:00 AM – 11:40 AM Crown holdings inc.Tom Kelly, SVP & CFO

kansas City southernMike Upchurch, EVP & CFO

avolonDomhnal Slattery, CEO

11:40 AM – 12:00 PM LUnCh avaiLaBLe

12:00 PM – 12:40 PM Networking air Lease CorporationSteven Udvar-Hazy, Chairman and CEO

CrUde By raiL PaneLargus Media Petroleum transporation north america — Mark Babineck, Editor

Watco Companies — Allan Roach, SVP Business Development

12:40 PM – 12:55 PM Break

1:00 PM – 1:40 PM Caterpillar inc.Mike DeWalt, VP

aerCap holdings n.v.Aengus Kelly, CEO

Canadian Pacific railwayE. Hunter Harrison, CEO

1:45 PM – 2:25 PM scorpio tankers inc.Robert Bugbee, President

aircastle LimitedRon Wainshal, CEO

federal railroad administrationMelissa Porter, Chief Counsel

2:30 PM – 3:10 PM fLy Leasing CorporationColm Barrington, CEO & Director

agenda continued on next page >

J.P. MorganAviation, Transportation and Industrials CONFERENCEMarch 3–5, 2015 | 383 Madison Avenue | New York City

THURSDAY, MARCH 5

7:30 AM ConferenCe CheCk-in and Breakfast

Auditorium A Auditorium b Auditorium C room 1204 / 1205

8:00 AM – 8:40 AM actuant CorporationAndrew G. Lampereur, EVP & CFO

valspar CorporationJames Muehlbauer, CFO

Howard Heckes, EVP, Global Coatings

honeywell international inc.David M. Cote, Chairman & CEO

Canadian national railway CompanyLuc Jobin, EVP and CFO

8:45 AM – 9:25 AM Westport innovations incAshoka Achuthan, CFO

LyondellBasell industriesSergey Vasnetsov, SVP Strategic Planning

& Transactions

BoeingGreg Smith, EVP of Business Development

& Strategy and CFO

Watsco, inc.Barry Logan, SVP & Secretary

9:30 AM – 10:10 AM oshkosh CorporationCharles Szews, CEO

eastman Chemical Co.Curt Espeland, EVP & CFO

ingersoll-rand plcMichael Lamach, Chairman and CEO

ryder system, inc.Art Garcia, EVP & CFO

10:15 AM – 10:55 AM Westlake Chemical CorpSteve Bender, CFO

hubbell incorporatedWilliam Sperry, SVP & CFO

XPo Logistics, inc.Brad Jacobs, CEO

11:00 AM – 11:40 AM duPontMatt Trerotola, EVP

General electricJohn Rice, Vice Chairman

ftr intelligenceNoel Perry, Truck and Transportation Economist

11:40 AM – 12:00 PM LUnCh avaiLaBLe

digital Conference Book: https://jpmorgan.metameetings.com/confbook/aviation15