On October 18-19th, Armstrong & Associates, Inc. will host its eleventh annual 3PL Value Creation North America Summit. The executive panel-driven event discusses important third-party logistics industry growth drivers and investment trends. Areas of discussion include strategic and financial investment, e-commerce logistics and last-mile delivery, 3PL digitalization and advancements in technological innovation, domestic transportation management, value-added warehousing and distribution, and international transportation management. Held in an intimate setting, peer networking is encouraged.

The summit is a strategic event where C-level 3PL executives, investment community leaders, and technology innovators gather to assess the current and future state of the third-party logistics market and explore strategies for value creation in a rapidly changing environment.


Piper Sandler
Wofford Advisors
Logisyn Advisors


Wednesday, October 18th, 2023

8:00 – 8:25am   Welcome and Current State of Third-Party Logistics
Market Research Presentation by Evan Armstrong, Chief Executive Officer, Armstrong & Associates, Inc.
8:30 – 9:25am   Downshift: Global 3PL View and Regional Variations
Chris Fenton, President and Chief Executive Officer, Metro Supply Chain Group
Sean Kelly, Senior Vice President of Business Development, GEODIS
Kevin Sterling, Senior Market Strategist, RXO
Eric Wolfe, President – Logistics, Watco Logistics
9:30 – 10:20am   Rising Tide: The Rapid Growth of E-Commerce Logistics
Karen Erickson, Vice President, Armstrong & Associates, Inc.
Ayal Latz, President, a2b Fulfillment
David Ross, Chief Strategy Officer, Ascent Global Logistics
Duane Sizemore, Senior Vice President, Marketing & Business Development, Saddle Creek Logistics Services
Brian Weinstein, Vice President of Business Development, Ryder E-Commerce by whiplash
10:20 – 10:40am   Networking Break in Exhibitor Space
10:40 – 11:25am   Attracting Investors: Private Equity Insights
John Anderson, Operating Partner, Greenbriar Equity
Geoff Baird, Operating Partner, Palladium Equity Partners
Anthony Cardona, Principal, Pritzker Private Capital
Michael Tanzer, President, CCUR Holdings, Inc.
11:30 – 12:25pm   Capturing Efficiencies: Digital Freight Matching & Freight Brokerage Automation
Sean Gill, VP of Business Solutions, Arrive Logistics
Brent Hutto, Chief Relationship Officer, Truckstop
Robb Porter, President – Managed Transportation, Loadsmart
12:25 – 1:35pm   Luncheon/Networking
1:35 – 2:25pm   Major Deal Factors: 3PL Market M&A Activity and Developments
Kris Hopkins, Managing Director, BMO Capital Markets
Steve Hull, Managing Director, Piper Sandler & Co.
Paul Jones, Managing Director, STIFEL
Keith Prusek, Managing Director, Global Co-Head Logistics & Transportation, Jefferies Group
Chris Wofford, Founder & Managing Director, Wofford Advisors
2:30 – 3:15pm   Ripple Effect: Emerging Trends in International Transportation Management & Freight Forwarding
Robert Greer, Group Director, Investment, Central Service Center, Dimerco
Michael Piza, Senior Vice President, Corporate Business Development, Apex Logistics International by Kuehne + Nagel
Rathna Sharad, Chief Executive Officer and Co-Founder, FlavorCloud
3:15 – 3:30pm   Networking Break in Exhibitor Space
3:30 – 4:15pm   Mitigating Risks: Transportation and Logistics Law in 2023
Marc Blubaugh, Partner, Co-Chair, Transportation & Logistics Practice Group, Benesch Friedlander Coplan & Aronoff LLP
Heather Devine, Chief Legal Officer, Traffix
Jeff Simmons, Former Chief Legal Officer, GlobalTranz
4:20 – 5:15pm   Innovative Investments: What’s Next in Logistics Technology?
Tom Durrenberger, Chief Executive Officer, BravoTran
Ann Marie Jonkman, Senior Director, Global Industry Strategies 3PL, Blue Yonder
Eric Krueger, President & Founder, Navix.io
Chadd Olesen, Chief Executive Officer, AVRL
5:15 – 6:15pm   Reception/Networking Break in Exhibitor Space Hosted by IPL Group

Thursday, October 19th, 2023

8:30 – 9:15am   Co-Managing the Turbulence: The Keys to Driving Stronger Shipper – 3PL Relationships
Patrick Allard, Executive VP & Chief Sales Officer, Radial, Inc.
Jack Gerstner, Senior Vice President – Coverage, Coyote Logistics
Eric McGee, Executive Vice President of Highway Services, J.B. Hunt
Chip Ponton, Sr. Category Manager, Warehousing & Logistics, Boeing
9:20 – 10:15am   Restart: Trends in Value-Added Warehousing and Distribution in the Post-Pandemic Era
John Bollman, Senior Vice President, cresa
Thom Campbell, Chief Strategy Officer and Co-Founder, Capacity LLC
Karen Erickson, Vice President, Armstrong & Associates, Inc.
Elijah Ray, Chief Customer Officer, Sunland Logistics Solutions
Joe Oliaro, VP Sales and Chief Real Estate Officer, Wagner Logistics
10:15 – 10:35am   Networking Break in Exhibitor Space
10:35 – 11:25am   Different Perspectives: Strategic vs. Financial Buyer Acquisition Objectives
Jonathan Britva, Managing Director, Republic Partners
Jinsoo Chang, Vice President, Head of Strategy, CJ Logistics America
Alex Rafla, Principal, Clarendon Capital
Dean Saldsman, Director, Corporate Development, NFI Industries
Alex Yeager, Senior Vice President, M&A and Ventures, Redwood Logistics
11:30 – 12:20pm   Navigating Uncertainty: What’s New in Domestic Transportation Management?
Joel Clum, Chief Operating Officer, WWEX Group
Micheal Kroul, Managing Director, KTI LLC
William Lecos, Executive Director, National Home Delivery Association
12:25 – 1:30pm   Luncheon/Networking
1:30 – 2:20pm   Leveraging Information: Data and Analytics for Better Decision Making and Growth
Mingshu Bates, Chief Analytics Officer, AFS Logistics
Kristina Chambers, Chief Data and Analytics Officer, TTX Company
Scott Friesen, Executive VP, Strategic Analytics, Echo Global Logistics
William Kerr, Chief Executive Officer, Edge Logistics
Anson Lam, Director of B2B Pricing and Channel Management Americas, bp
2:25 – 3:15pm   New Headwinds and Tailwinds: Summarizing the M&A Landscape
John Larkin, Strategic Advisor, Clarendon Capital
Richard Metzler, Chairman, Diverse Logistics & Distribution
Nikhil Sathe, Managing Director, Logisyn Advisors
3:20 – 4:15pm   Long-Term View: Executive Outlook, 3PL Market Trends, & Executive Predictions
Richard Piontek, Managing Director, Logistics Capital Advisers
Denis Reilly, President and Chief Executive Officer, Kenco Group
Douglas Waggoner, Chief Executive Officer, Echo Global Logistics
4:15pm   Summit Adjourns


Logistics Manager
Transport Manager
Production Manager

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