A nice lengthy reply! Very nice.
Another thought or 'recommendation" I would advise you on is this. Forget about how things were done in the past, even up to 10 years ago. The industry has changed and more importantly so has the RR management. I'm not even talking about Mr. Fink Jr., there have been a number of other changes in the executive office as recent as 2 years ago. I would recommend discussing under the reasonable assumption that they have a good understanding of the changes they would need to do to increase capacity but they might not be sure just yet where they want to allocate their resources (And in what order) in order to get there.
IE, Strategy.
Another thought or 'recommendation" I would advise you on is this. Forget about how things were done in the past, even up to 10 years ago. The industry has changed and more importantly so has the RR management. I'm not even talking about Mr. Fink Jr., there have been a number of other changes in the executive office as recent as 2 years ago. I would recommend discussing under the reasonable assumption that they have a good understanding of the changes they would need to do to increase capacity but they might not be sure just yet where they want to allocate their resources (And in what order) in order to get there.
IE, Strategy.