A&D M&A and A&D Supply Chain 2023 Event Guide

M&A AND STRATEGIC ADVISORY PRACTICE IS DISTINGUISHED BY SENIOR BANKER INVOLVEMENT, DEEP INDUSTRY SECTOR EXPERTISE, AND GLOBAL REACH.

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Dear Delegate,

We would like to welcome you to the 5th edition of Aviation Week Network’s A&D Mergers and Acquisitions Conference. In a period of profound change and shifting landscapes for Aerospace & Defense deal-making, uncertainty and disruption are the key drivers shaping the markets today. Economic, geopolitical, supply chain and sector-specific issues present both constraints and opportunities for M&A as the industry attempts to bounce back following the Covid-19 pandemic.

Will tightening credit markets, slowing economies, supply chain distress and geopolitical turmoil lead to sharply reduced M&A activity? Or will 2023 prove to be one of the best periods for dealmakers to put capital to work? In view of these fluctuating market dynamics, the 2023 program will focus on the theme of ‘Opportunity Amidst Uncertainty’, with keynotes, panel sessions and networking opportunities including C-suite executives, active deal-makers and leading advisors, providing firsthand perspectives and insights.

With over 200 delegates registered to attend from more than 120 organizations, today’s conference enables you to interact with some of the industry’s brightest minds and provides you with valuable networking and relationship-building opportunities in the industry. We encourage all attendees to engage in the discussions, ask questions and take part in live polling. Across today’s conference we will be using the Slido platform, which can be accessed by visiting www.slido.com on any device and entering the code ‘#ADMA’.

We would like to take this opportunity to thank all of our event sponsors for their ongoing support and our speakers for their commitment to providing thought leadership at this critical time.

Finally, thank you to all our attendees. We’re excited to have you with us, and hope you enjoy the conference.

Juliet Trew Vice President Business Development – Commercial/A&D Aviation Week Network

Michael J. Richter Managing Director, Global Head of A&D Investment Banking Group Lazard

Dr. Brad M. Meslin Senior Managing Director CSP Associates

Monday, January 30, 2023

9:00am Introduction

Juliet Trew, Vice President Business Development –Commercial/A&D, Aviation Week Network

9:05am Welcome Address

Dr. Brad M. Meslin, Senior Managing Director, CSP Associates

Michael J. Richter, Managing Director, Global Head of A&D Investment Banking Group, Lazard

9:25am Keynote Address: Geopolitical Risk & the A&D Sector

The A&D industry is entering a new era amidst geopolitical uncertainty and global destabilization. The threat environment is the most complex and unpredictable in decades and this instability is causing shockwaves through international markets. This keynote will address the geopolitical factors taking center stage, analyzing what this means for the A&D sector and how political and investment priorities may develop and be reshaped in the face of a growing global power competition.

Admiral William H. McRaven (USN, Ret’d)

• Professor of National Security, Lyndon B. Johnson School of Public Affairs, University of Texas

• Senior Advisor, Lazard

• Chancellor, University of Texas (2015-2018)

• Commander, U.S. Special Operations Command (2011-2014)

• Commander, U.S. Joint Special Operations Command (2008-2011)

• Commander, NATO (SACEUR) Special Operations Command (2006-2008)

• Author of New York Times Bestseller, Make Your Bed

10:00am Morning Networking Break

10:40am PANEL DISCUSSION: Perspectives on

the M&A Landscape

We gather a panel of experts from across the M&A industry to discuss their views on, and outlook for the market in these turbulent times. What are the current and future growth and investment trends? What are the potential disruptors and risks in the short and long term? Who is divesting and who is investing? Where are the constraints and opportunities facing investors?

Moderator: Dr. Brad M. Meslin, Senior Managing Director, CSP Associates

Richard Aboulafia, Managing Director, AeroDynamic Advisory

Kristine T. Liwag, Executive Director, Morgan Stanley

Robert E. Mullins, Senior Advisor to Private Equity and the Start Up Community in the Aerospace & Defense Industry

11:30am A&D Mergers and Acquisitions by the Numbers

Here we take a deep dive into where M&A has been most active over the past 12 months, examining recent deals and valuations and what the implications are for the market moving forward.

Michael J. Misantone, Managing Director, KippsDeSanto & Co

12:00pm PANEL DISCUSSION: M&A in Commercial Aviation – Approaching Stall Speed or Ready for Takeoff?

Commercial aviation has been severely disrupted in recent times, but with the sector on the road to recovery we gather key stakeholders to assess the current state of the M&A market. Where is the next wave of consolidation and why? How does the outlook differ when considering airframe vs engines? How has the industry turbulence impacted valuations?

Moderator: Joe Anselmo, SVP Content & Editorial Director, Aviation Week Network

Jonathan Berger, Managing Director, Alton Aviation Consultancy

Andrea Luebke, Senior Vice President Corporate Strategy, MTU Aero Engines

Rowan G.P. Taylor, Managing Partner, Liberty Hall Capital Partners, L.P.

12:45pm Networking Lunch

2:00pm PANEL DISCUSSION: M&A in Defense & Space – Buying Defense(ively) & Ready for Lift-Off

Technology advancements, evolving mission requirements and customer demand are creating opportunities for new business models to emerge in the defense and space sectors. As the pace of innovation accelerates, companies are creating more flexible and cost-effective solutions to address these large and growing markets – and attracting substantial investor interest. In this session we explore some of the leading ‘disruptors’ in the defense and space markets, and how dealmakers in these sectors can benefit from their experience.

Moderator: Michael Bruno, Executive Editor, Business, Aviation Week Network

Adam Porter-Price, Director of Corporate Development, Anduril Industries

John Serafini, CEO, HawkEye 360

Muhammad Shahzad, CFO, Relativity Space

2:45pm PANEL DISCUSSION: Managing Deal Risk in Uncertain Times

Acquiring an A&D company is a complex process in ‘normal’ times and in the post-pandemic world with an uncertain geopolitical and regulatory climate, managing and mitigating deal risk is an even more important consideration. Increased regulatory scrutiny, persistent operational challenges and unpredictable capital markets pose new questions about how to evaluate risk from a deal, regulatory and legal point of view. In this session we analyze these issues and look at some of the key takeaways from recent M&A deals.

Moderator: Dr. Brad M. Meslin, Senior Managing Director, CSP Associates

Mike Iacono, Partner, Strategy and Transactions, Ernst & Young LLP

Christopher Mintle, Investment Banking Director, Lazard

John Pollack, Partner, Gibson, Dunn & Crutcher

George Sampas, Partner, Sullivan & Cromwell LLP

3:30pm Afternoon Networking Break

4:10pm PANEL DISCUSSION: Value Creation in M&A

With uncertainty comes opportunity, so in this session we look at how best to navigate these tumultuous times for positive results. What strategies should be employed to ensure strong returns and why? How has the risk profile of the sector changed and how can this be leveraged to the advantage of the investor? What are the constraints and headwinds to avoid and where are the opportunities? Debating whether the current environment is a perfect storm for investment or a case of crisis management.

Moderator: Michael J. Richter, Managing Director, Global Head of A&D Investment Banking Group, Lazard

Ken Herbert, Managing Director, RBC Capital Markets

Nic Janneck, Partner, Vance Street Capital

Jon Nemo, Senior Partner, AE Industrial

4:55pm Closing Remarks

Dr. Brad M. Meslin, Senior Managing Director, CSP Associates

Michael J. Richter, Managing Director, Global Head of A&D Investment Banking Group, Lazard

5:15pm – Networking Reception

7: 30pm

Speakers

Dr. Brad M. Meslin Senior Managing Director, CSP Associates

Richard Aboulafia Managing Director, AeroDynamic Advisory

John Pollack Partner, Gibson, Dunn & Crutcher

Adam Porter-Price Director of Corporate Development, Anduril Industries

Jon Nemo Senior Partner, AE Industrial

Michael J. Richter Managing Director, Global Head of A&D Investment Banking Group, Lazard

Nic Janneck Partner, Vance Street Capital

Jonathan Berger Managing Director, Alton Aviation Consultancy

Christopher Mintle Investment Banking Director, Lazard

Mike Iacono Partner, Strategy and Transactions, Ernst & Young LLP

Kristine T. Liwag Executive Director, Morgan Stanley

Admiral William H. McRaven (Retired) Professor of National Security, Lyndon B. Johnson School of Public Affairs, University of Texas & Senior Advisor, Lazard

Andrea Luebke Senior Vice President Corporate Strategy, MTU Aero Engines

Robert E. Mullins Senior Advisor to Private Equity and the Start Up Community in the Aerospace & Defense Industry

George Sampas Partner, Sullivan & Cromwell LLP

John Serafini CEO, HawkEye 360

Muhammad Shahzad CFO, Relativity Space

Rowan G.P. Taylor Managing Partner, Liberty Hall Capital Partners, L.P.

Ken Herbert Managing Director, RBC Capital Markets

Michael J. Misantone Managing Director, KippsDeSanto & Co

In Partnership With

Lazard

Lazard, one of the world’s preeminent financial advisory and asset management firms, operates from 41 cities across 26 countries in North America, Europe, Asia, Australia, Central and South America. We serve clients with the most comprehensive Aerospace & Defense advisory franchise in the investment banking industry, combining decades of experience and relationships of our senior bankers with extensive understanding of sector trends, technologies, participants, and strategies, resulting from advising on transactions across all subsectors in the industry. Our breadth of transactional, operational, and technical expertise enables our bankers to offer differentiated and creative strategic advice, seamless execution, and unparalleled transaction outcomes for our global client base. Our advisory services cover a broad range of strategic initiatives for clients, including mergers and acquisitions, sales and divestitures, special committee assignments, restructuring and capital solutions, and capital markets advisory services. For more information, please visit lazard.com. Follow Lazard at @Lazard.

Michael J. Richter Managing Director, Global Head of A&D Investment Banking Group Lazard

Mr. Michael Richter is the Global Head of the Aerospace & Defense Investment Banking Group at Lazard where he focuses on companies in the defense, commercial aerospace, and homeland security sectors. Over the past 33 years, Mr. Richter has managed more than 300 investment banking transactions totaling more than $250 billion in transaction value including mergers, acquisitions, divestitures, IPOs, as well as public and private placements of debt. Previously, he was President of Jefferies Quarterdeck where his group completed more than 100 transactions in the sector. Prior to Jefferies Quarterdeck, he was a Managing Director and Head of CIBC World Markets’ Aerospace & Defense Investment Banking Group, and also served as the Head of its San Francisco office. Mr. Richter holds a bachelor’s degree from University of California at Berkeley and an MBA from the Stern School of Business at New York University.

Michael Richter Managing Director, Global Head of A&D Investment Banking Group

michael.richter@lazard.com

+1 310 601 3435

CSP Associates

CSP Associates is the leading global provider of transaction diligence advisory services to private equity and corporate investors active in the aerospace, defense, government services and related sectors.

Commemorating our 40th anniversary in 2022-2023, CSP developed the commercial diligence process and analytical product that is recognized as the industry standard in our served markets by clients, professional advisors and competitors alike.

Since 1990, we have been engaged to support more than 1,000 buy-side and sell-side M&A transactions—an average of 50 deals per year—on behalf of more than 200 private equity sponsors, sovereign funds, institutional lenders, and corporate clients across the United States, Canada, Europe, the Middle East and Asia. We have advised on more than 300 completed transactions with aggregate enterprise value of more then $100 billion.

CSP’s insights and analysis are sought by leading investors and corporate decision makers who value our experience, deep domain knowledge and analytical rigor to execute successful M&A transactions and develop M&A-driven growth strategies.

Work with us:

•Buy-side commercial diligence

•Sell-side vendor assist

•M&A growth strategy development

Premier Sponsors

Capital One

Capital One offers commercial solutions you can bank on. Take advantage of a comprehensive suite of financial services—custom tailored to your short- and long-term goals. Backed by the expertise, strategy and resources of a Top Ten Commercial Bank, a dedicated team works with you to support your success and help achieve your goals.

Diane Zanetti diane.zanetti@capitalone.co m+1 571 512 0733

Gibson Dunn

Gibson Dunn is a full-service international law firm that advises on the most significant transactions and complex litigation around the world. Consistently ranking among the world’s top law firms in industry surveys and major publications, Gibson Dunn is distinctively positioned in today’s global marketplace with more than 1,700 lawyers and 20 offices. For decades, Gibson Dunn has served as trusted counsel to some of the largest aerospace, defense and satellite companies in the world, cutting-edge emerging technology businesses, and the private equity and other financial institutions that support and enable their growth. Working closely with the Mergers and Acquisitions Practice Group, a group with 150 M&A partners and over 275 additional lawyers, Gibson Dunn is one of the leading law firms in the world representing companies in complex M&A and aerospace transactions. The firm is known for excellence in the practice of law and committed to providing the very highest quality legal services.

Sullivan & Cromwell

Sullivan & Cromwell LLP provides the highest quality legal advice and representation to clients around the world. The results the Firm achieves have set it apart for more than 140 years and have become a model for the modern practice of law. Today, S&C is a leader in each of its core practice areas and in each of its geographic markets. S&C’s client base is exceptionally diverse, a result of the Firm’s extraordinary capacity to tailor work to specific client needs. S&C’s multidisciplinary M&A Group brings a rare combination of creativity and commercial sensitivity to every representation. The Firm routinely represents icons of the aviation industry and helps them navigate the legal and commercial complexities of domestic and global cross-border M&A. S&C’s close collaboration with clients, other advisers and colleagues gives our team the versatility to best serve the needs of clients in achieving their strategic business objectives. S&C comprises more than 900 lawyers who serve clients around the world through a network of 13 offices, located in leading financial centers in Asia, Australia, Europe and the United States. The Firm is headquartered in New York. www.sullcrom.com

George Sampas sampasg@sullcrom.com

www.sullcrom.com

Dear Delegate,

On behalf of Aviation Week Network, I’m very pleased to welcome you to A&D SupplyChain 2023. We’re excited to be back with our rebranded conference in Beverly Hills, which will be providing the same great levels of content, networking and connections but will also offer a refreshed format, new perspectives and a broader industry view.

Throughout 2022, the invaluable benefits of meeting and connecting in person have again been demonstrated, and we hope this week provides the opportunity to reconnect with friends & colleagues and to share updates on the latest industry trends and opportunities.

The aerospace and defense supply chain is large and complex making it susceptible to disruption in ‘normal’ times, but the past few years have brought a greater set of challenges and constraints than ever seen previously. Global turbulence, geopolitical conflict, pandemic ramifications, volatile demand patterns, supply shortages, spiraling costs, rising inflation and pricing instability are just a few of the factors that have seen the A&D supply chain in a state of distress and its fragility and vulnerability truly exposed.

However, with the industry on the road to recovery and looking to ramp up production rates, how does the supply chain emerge from the ‘perfect storm’ of recent times and look to rebuild and restore. This is what our conference program will look at over the next 2 days with the overarching theme of ‘Building Back: Driving Supply Chain Resilience & Reshaping for Success’, featuring keynotes, panel sessions and presentations from leading industry experts providing first-hand perspectives and insights.

We really encourage all attendees to engage with the discussions, to ask questions and take part in live polling. Across the event, we will be using the Slido platform, which can be accessed by visiting www.slido.com on any device and entering the code ‘#ADSC’.

We would like to take this opportunity to thank all of our event sponsors for their ongoing support and our speakers this week, for their commitment to providing thought leadership at this critical time.

Finally, thank you to all our attendees. We’re excited to have you with us, and I hope you enjoy the conference.

Juliet Trew Vice President Business Development – Commercial/A&D Aviation Week Network

Monday, January 30, 2023

5:30pm – Welcome Reception

7:30pm

Tuesday, January 31, 2023

8:00am Registration Sponsored by and Breakfast

9:00am Welcome Remarks

Joe Anselmo, SVP Content & Editorial Director, Aviation Week Network

Juliet Trew, Vice President Business Development –Commercial/A&D, Aviation Week Network

9:10am Keynote Address

Michael Collett, Managing Director, Maintenance Planning, Supply Chain, Logistics & Transportation, Air Canada

9:40am State of the Industry: Navigating Disruption

This session will look at market trends and recovery trajectories, examining the key factors that are impacting the sector currently, what the short and long term outlooks are and the risks and opportunities that are facing the industry.

Glenn McDonald, Senior Associate, AeroDynamic Advisory

10:10am A View From Wall Street

A financial and investor view of the market looking at key drivers such as macro-economic trends, recovery predictions, inflation, build rates, deliveries and future programs and technologies.

Ron Epstein, Managing Director, Aerospace & Defense, BofA Global Research

10:40am Morning Sponsored by Networking Break

11:10am Fireside Chat: A View From Tier One

Moderator: Joe Anselmo, SVP Content & Editorial Director, Aviation Week Network

Peter Lengyel, President & CEO, Safran USA

11:30am Forecasts & Predictions for the Commercial Airframe Market

In this session we gather airframe experts to hear their views on production rates, order books and delivery rates as the industry moves into recovery mode. We’ll also analyze the major challenges impacting the sector, dive into new programs and technologies and look ahead to what the future might hold for current and new aircraft programmes.

Moderator: Richard Brown, Managing Director, Naveo Consultancy

Mohamed Denden, Vice President Procurement, Airbus Americas

Ken Herbert, Managing Director, RBC Capital Markets

12:15pm Forecasts & Predictions for the Commercial Engine Market

In this session we gather engine experts to hear their views on production rates, order books and delivery rates in the post pandemic world of altered market dynamics. We’ll also dive into the major trends impacting the sector, analyze new programs and technologies and look ahead to what the future might hold for worldwide engine fleets.

Moderator: Richard Brown, Managing Director, Naveo Consultancy

Andrei Grskovic, Partner, Aerospace Defense & Govt Services, Oliver Wyman

Al Wang, Associate Director, Forecasting & Planning, Pratt & Whitney

1:00pm Networking Lunch

2:15pm PANEL DISCUSSION: The Perfect Storm: Supply Chain Challenges & Constraints

The supply chain has been in a permanent state of disruption and distress in recent times, exposing the fragility of this multi-tiered ecosystem. But with the industry on the road to recovery we gather industry experts to examine its status and how the supply chain should be rebuilt to make it fit for the future. What are the current challenges and risks facing the supply chain and how can these be mitigated? What innovations are being implemented to drive resilience? What concerns do suppliers have about ramp ups and where are the potential bottlenecks? A look at how to improve supply chain performance in tricky circumstances.

Moderator: Alex Krutz, Managing Director, Patriot Industrial Partners

Kai Arndt, Co-CEO, Montana Aerospace Sarfraz Nawaz, Vice President, Supply Chain, Raytheon Technologies

3:00pm Supply Chain Instability: Strategic Inventory Management

The A&D supply chain is large and complex making it susceptible to disruption in ‘normal’ times, but the past few years have brought a greater set of challenges and constraints then ever seen previously. There is a huge imbalance between manufacturer requirements and available inventory, made more complicated by volatile and uneven demand patterns. In this session we look at strategies to address this disparity and how suppliers can get better positioned, both in general and at the individual program level.

Raman Ramanathan, Partner, Ernst & Young

3:30pm Afternoon Sponsored by Networking Break

4:00pm

Managing Volatility: Raw Materials & The Supply Chain

Supply chain shortages and unpredictability have hampered the industry’s ability to capitalize on the bounce back of travel demand. The lack of raw material availability, long lead times, rising inflation, spiraling costs and pricing instability have all disrupted the supply chain beyond recognition. In this session we hear from the key players in the market about the current status, implications for both upstream and downstream and what the future holds in terms of meeting demand.

Cliff Collier, Principal, Charles Edwards Management Consulting

Patrick Marous, CEO, thyssenkrupp Aerospace

4:45pm

PANEL DISCUSSION: Restructuring in the Supply Chain

With the pandemic subsiding and airline traffic getting back to pre-Covid-19 levels, many in the industry are expecting a bounce back to normality. But what if this is just the beginning of problems for those in the supply chain? Issues with liquidity, shoring up balance sheets and working capital may mean that the ability to finance the predicted growth is constrained or not possible at all. We gather a panel of restructuring experts to share their views on supply chain recovery and the consequences for those at every level of the ecosystem.

C. Ellis Brazeal III, Partner, Jones Walker LLP

John Byrne, Board Chair, STS Metals

David Nolletti, Managing Director, Riveron

9:05am

What Happens Next? A Forecast for the Coming Years

Global turbulence and constantly shifting landscapes have become the norm for aerospace in recent times, but what does the future hold for our industry as it finally emerges from a global pandemic and returns to some sense of normalcy? Who were the winners and losers? How does this vary by geography and what does uneven recovery mean for the industry? Dusting off the crystal ball for some industry predictions.

Richard Aboulafia, Managing Director, AeroDynamic Advisory

9:40am PANEL DISCUSSION: Reshaping the Supply Chain Landscape: M&A Trends

The A&D sector has undergone a period of profound change whilst navigating constant uncertainly. Whether it be geopolitical, pandemic or industry related, it has had a permanent impact on M&A activity. We look at what is driving M&A, the latest and greatest trends and what this means for the supply chain.

Moderator: Michael Bruno, Executive Editor, Business, Aviation Week Network

Trevor Bohn, Partner, KAL Capital Markets LLC

Bryan McElwee, Principal, AE Industrial Partners

Francis Tran, Managing Director, Lincoln International LLC

10:30am Morning Sponsored by Networking Break

11:15am What’s Hot: Defense

5:30pm – End of Day 1

Sponsored by 6:30pm Reception

7:00pm – Networking Dinner –10:00pm Spago, Beverly Hills

The networking dinner is exclusive to conference attendees but must be opted into when registering for the conference. Please note capacity is limited and spaces will be allocated on a first come first served basis.

N.B. The dinner is not included in the attendance fee but can be added on during the registration process.

Wednesday, February 1, 2023

8:00am Registration Sponsored by and Breakfast

9:00am Welcome Remarks

Juliet Trew, Vice President Business Development –Commercial/A&D, Aviation Week Network

Increases in defense budgets and demand signal a boost for those in the supply chain, but questions remain about how production is ramped up and how shifts in national defense strategies impact capabilities. Here we review how changes in budgets and priorities will impact the industry, take a look at spending and forecasting at the program level, and examine how technological innovation like hypersonics, AI and machine learning capabilities will shape the sector moving forward.

Doug Berenson, Partner, Oliver Wyman

11:45am What’s Hot: Business Aviation

Business aviation is experiencing a post covid uptick, as private air travel becomes more attractive in the wake of the pandemic, alongside capacity and overcrowding issues in commercial air travel. However, is this surge of demand sustainable with the prediction of a global economic slowdown and the pressure to reduce its carbon footprint? This session analyzes the current state of the market, identifies implications and opportunities for the supply chain and also takes a look at the potential headwinds facing the sector.

Brian Foley, Founder, Brian Foley Associates (BRiFO)

Daniel Williams, Head of Fleet and Flight Data, Manager of Forecast Data, Aviation Week Network

12:30pm Networking Lunch

1:30pm Hosted Session: The Current State of Supply Chain Resilience

Sponsored by

Supply Chain disruptions continue to occur while the nature of the disruptions continues to evolve. This session will explore the current state of the industry’s approach to building resilience by identifying supply chain risks, mitigating potential disruptions, and emerging stronger after disruptions occur. We’ll explore the role of technology in achieving resilience as well as the surrounding factors that enable technology implementation to yield its maximum benefits.

Tim White, Aerospace & Defense Industry Principal, Interos, Inc.

2:00pm Challenging The Status Quo: The Road to Net Zero

Decarbonization and sustainability are the current buzzwords of the industry, with SAF, electrification, battery and hybrid solutions all touted as the next big thing. But how real are these regulatory and societal sustainability pressures and what is needed from the supply side to meet these needs? Here we attempt to ‘demystify’ green solutions and examine their practical impact on day-to-day operations and future demands.

Sean Newsum, Managing Director, Environmental Affairs, Airlines for America

Mathieu Noel, Director, Product Strategy, Sustainability & Design, Bombardier

2:45pm Afternoon Sponsored by Networking Break

3:15pm PANEL DISCUSSION: Challenging The Status Quo: Industry 4.0

Digital transformation is already bringing about significant supply chain improvements, in efficiency, transparency, agility and resilience. What are the practical applications of these innovations and what will the pace of shift be to this technological revolution? How can the supply chain embrace this evolution towards industry 4.0? An exploration of current and future technological solutions and applications and what this means for the industry as a whole.

Moderator: Vivek Saxena, CEO, Advisory Aerospace OSC

Gail Gruener, Director of Supply Chain, Moeller Aerospace

Karl Hutter, President & CEO, Click Bond, Inc

Torsten Welte, Global VP and Head of Industrial Business Unit for Aerospace & Defense, SAP

4:00pm PANEL DISCUSSION: Workforce Hurdles &

Labor

Challenges: Getting Ready For Future Demand

Workforce shortages and recruitment and retention issues are cited as the number one challenge for the industry moving forward. In this session we analyze what is preventing hiring and how this issue can be successfully addressed to build a workforce for the future. What is the industry doing to attract and recruit young people in such a competitive labor market? How does aerospace adapt to recruit in a post pandemic world where flexibility and hybrid working patterns are expected? How can the industry retain and develop adequate talent to ensure a prepared workforce?

Moderator: Michael Bruno, Executive Editor, Business, Aviation Week Network

Shanan Gibson, Dean & Professor of Management, David B. O’Maley College of Business, Embry-Riddle Aeronautical University

Craig Picken, Managing Partner, Northstar Group

Andy Voelker, Associate Partner, People & Organizational Performance Practice, McKinsey & Co.

4:45pm Closing Remarks

Juliet Trew, Vice President Business Development –Commercial/A&D, Aviation Week Network

4:50pm – Closing Reception

6:00pm

See everything. Do anything.

Speakers

John Byrne Board Chair, STS Metals

Richard Aboulafia Managing Director, AeroDynamic Advisory

Ron Epstein Managing Director, Aerospace & Defense, BofA Global Research

Brian Foley Founder, Brian Foley Associates (BRiFO)

Mohamed Denden Vice President Procurement, Airbus Americas

Shanan Gibson Dean & Professor of Management, David B. O’Maley College of Business, Embry-Riddle Aeronautical University

Joe Anselmo SVP Content & Editorial Director, Aviation Week Network

Kai Arndt Co-CEO, Montana Aerospace

Doug Berenson Partner, Oliver Wyman

C.Ellis Brazeal III Partner, Jones Walker LLP

Michael Bruno Executive Editor, Business, Aviation Week Network

Richard Brown Managing Director, Naveo Consultancy

Cliff Collier Principal, Charles Edwards Management Consulting

Andrei Grskovic Partner, Aerospace Defense & Govt Services, Oliver Wyman

Gail Gruener Director of Supply Chain, Moeller Aerospace

Karl Hutter President & CEO, Click Bond, Inc.

Alex Krutz Managing Director, Patriot Industrial Partners

Trevor Bohn Partner, KAL Capital Markets LLC

Michael Collett Managing Director, Maintenance Planning, Supply Chain, Logistics & Transportation, Air Canada

Ken Herbert Managing Director, RBC Capital Markets

Raman Ramanathan Partner, Ernst & Young

Peter Lengyel President & CEO, Safran USA

Juliet Trew Vice President Business Development –Commercial/A&D, Aviation Week Network

Andy Voelker Associate Partner, People & Organizational Performance Practice, McKinsey & Co.

Francis Tran Managing Director, Lincoln International LLC

Al Wang Associate Director, Forecasting & Planning, Pratt & Whitney

Patrick Marous CEO, thyssenkrupp Aerospace

Glenn McDonald Senior Associate, AeroDynamic Advisory

Bryan McElwee Principal, AE Industrial Partners

Sean Newsum Managing Director, Environmental Affairs, Airlines for America

Mathieu Noel Director, Product Strategy, Sustainability & Design, Bombardier

Craig Picken Managing Partner, Northstar Group

David Nolletti Managing Director, Riveron

Torsten Welte Global VP and Head of Industrial Business Unit for Aerospace & Defense, SAP

Tim White Aerospace & Defense Industry Principal, Interos, Inc.

Daniel Williams Head of Fleet and Flight Data, Manager of Forecast Data, Aviation Week Network

Sarfraz Nawaz Vice President, Supply Chain, Raytheon Technologies

Dr. Vivek Saxena CEO, Advisory Aerospace OSC

Premium Sponsor

Interos Inc

Last year’s disruptions opened everyone’s eyes to potential risks and threats to their supply chain and business relationships: COVID, SolarWinds, China tech and trade wars, regulatory compliance, ESG-based ethics in resourcing and labor, and more.

In addition to operational pressures from these converging hazards, business leaders told us their frustrations at being stuck in a backward-looking approach to managing supply chain risk for operational resilience: having people manually comb through databases and directories for months to make snapshot spreadsheets and surveys with dated, incomplete information.

At Interos, we saw a smarter way towards a better future. Our Interos Operational Resilience Cloud maps your entire business ecosystem in seconds, using artificial intelligence to get smarter every day. This helps you precisely detect vulnerability and distress across digital and physical supply chains in time to prevent disruptions and achieve dramatically superior enterprise adaptability and responsiveness.

Plus, with an instant global view of every relationship scenario you can imagine, you and your team can focus on exciting new ways to create value and transform your company. More than just making things a little better, we’re here to change the way the world’s companies see, learn and profit from their relationships.

Jennifer Guen marketing@interos.ai

+1 703 745 5578

www.interos.ai

Premium Sponsor

thyssenkrupp Aerospace

thyssenkrupp Aerospace is a leading global company that delivers supply chain solutions for the aerospace industry. The company’s network spans more than 40 sites in over 20 countries and its over 3,500 customers include the world’s biggest aerospace manufacturers and their suppliers.

thyssenkrupp Aerospace offers supply chain management as well as a wide range of supply chain and manufacturing services. These include procurement of raw materials, warehousing, precision processing, third-party logistics, and just-in-time delivery.

With its digital supply chain management, thyssenkrupp Aerospace reduces complexity for its clients to secure a cost-efficient and transparent subcontractor structure. As an expert in the procurement of raw materials, the company stores the largest stock of aerospace materials in the industry, with over 250,000 square meters of warehouse and production space. From here, over 10,000,000 stock-keeping units per year pass through thyssenkrupp Aerospace’s precision processing services. They are cut to size and machined exactly to customers’ requirements to fit just in time into their manufacturing process.

With highly digitalized workflows and a global network of facilities, thyssenkrupp Aerospace keeps supply routes smart and efficient- all over the world.

aerospace@thyssenkrupp-materials.com

+49 201 844-0

www.thyssenkrupp-materials-services.com

PROPEL YOUR BUSINESS FORWARD.

General Information

Attendee Terms and Conditions

Click here for Attendee Terms and Conditions

Mobile/Cell Phones

Please ensure all mobile/cell phones are turned off or put onto silent when in the conference area.

Photography & Filming

Please be aware that photos will be taken by the press, the organizers and delegates in attendance. Please note that by attending, you consent to your voice and likeness being used without compensation in programs, films, tapes and print for exploitation in any and all media, whether now known or hereafter devised. Furthermore, Aviation Week Network, an Informa business, its successors, assigns and licenses are relieved from any liability, on account of such usage.

Security

The hotel has general security in place, however please note that personal possessions are left in the conference area at your own risk.

Sponsors

City National Bank

Continuing in their tradition of industry specialization, City National Bank formed its Aerospace & Defense (A&D) Banking group in the summer of 2018. The A&D group serves companies in the commercial aerospace (aircraft leasing companies, supply chain, MRO, and distribution/logistics), defense and government services sectors. Their banking professionals draw upon their extensive industry backgrounds to provide clients industry insight and consultation with respect to working capital and mergers and acquisition (M&A) financing. The A&D group currently manages $1 billion in loans and leases as well as over $160 million in deposits. Los Angeles-based City National Bank offers a full complement of banking, trust and investment services through more than 70 offices across the US. Its 5,200 colleagues deliver highly personalized service and access to financial solutions for entrepreneurs, professionals, their businesses and their families. Visit cnb.com/aerospace

Financing is subject to credit approval and documentation acceptable to City National Bank. City National Bank Member FDIC. City National Bank is a subsidiary of Royal Bank of Canada. ©2023 City National Bank. All Rights Reserved.

Matt Griesbach SVP, Head of Aerospace & Defense matt.griesbach@cnb.com

+1 858 642 900 cnb.com/aerospace

Louisiana Economic Development

Louisiana has been the backdrop for high-flying innovation since the early days of aviation. On land, the aviation and aerospace industries in Louisiana are met with an award-winning workforce program, competitive business incentives, innovative higher-education initiatives and superior infrastructure and logic advantages.

At Michoud Assembly Facility, Lockheed Martin fabricating the Orion crew module for the Artemis III mission, and Boeing took on assembly of the core stage of NASA’s Space Launch System (SLS) rocket. Supporting their efforts is a Louisiana workforce trained by Nunez Community College and Louisiana Economic Development’s LED FastStart®, which has been recognized as the nation’s best workforce development program for 13 consecutive years.

Additionally, in-state talent is being developed with custom classes for specialized equipment, such as Haas 5-Axis CNC machining centers and training curriculum at each Louisiana Community and Technical College System campus. Talent fuels a growing number of companies offering services ranging from medical transport helicopter completions to luxury plane interior design, fabrication and installation. Louisiana’s aerospace industry employs thousands of people across more than 30 companies.

Shawn Welcome Senior Director of Business Development

Louisiana

Economic Development

shawn.welcome@la.gov

+1 225 342 5379

Gain a 360° Connection with Key Decision Makers in the A&D Industry

Aviation Week Network’s A&D events portfolio, delivers comprehensive information to the aerospace and defense industry that is unmatched in its quality and depth to stakeholders. Our portfolio is essential to the industry for information gathering and knowledge sharing. We look forward to seeing you in 2023.

SUPERIOR CONTENT, CONNECTIONS AND OPPORTUNITIES.

April 17-18, 2023

Atlanta, GA

Aviation Week Network’s A&D Raw Materials and Manufacturing Conference gathers stakeholders in the aerospace raw materials and manufacturing industries, from OEMs to tier 3 and 4 suppliers. The program covers raw materials and manufacturing operations, capabilities and processes, innovation within manufacturing, modern machining technologies and industry automation. The twoday conference will take a deep dive into commercial and defense raw materials and manufacturing challenges. It will provide a unique opportunity for thought leaders, management, buyers and industry professionals to come together to share best practices and insights into the industry outlook.

Learn More about speaking, sponsoring and attending at events.aviationweek.com

September 20-21, 2023 London, UK

Targeted specifically for aviation equipment manufacturers and suppliers, raw materials producers, technology companies, marketing and business development specialists, industry analysts and financial analysts. Aircraft and engine manufacturers will share the status of new programs and provide updates on important topics affecting the industry, as well as market, production and delivery forecasts. Leading analysts will present their predictions for short and long term trends in the market. A must attend for those looking to get a holistic view of the European aerospace supply chain.

November 7-8 2023 Washington, DC

Known as the industry’s leading networking opportunity and intelligence event. This conference brings together leaders and decision-makers from primes to their strategic suppliers and partners in the aerospace and defense industry, including strategic planning and business development leaders, program and project managers, supply chain executives, market analysts, investment bankers and financial institutions.

The co-located Program Excellence Awards Banquet will bring together program executives, their customer counterparts and leaders from across the industry to recognize the best in program performance and leadership.

SAVE THE DATE for 2024!

January 23, 2024 Universal City, CA

This event is for professionals at all levels of the A&D industry, from middle market companies, OEMs, private equity investors, government officials, consultants, business development leaders and analysts to gain valuable insights into the outlook, opportunities and challenges facing the aerospace and defense mergers and acquisitions industry.

SAVE THE DATES for 2024!

January 24-25, 2024 Universal City, CA

This conference provides delegates – equipment manufacturers, material suppliers, aviation industry analysts, financial institutions and business development executives – with important updates about the aerospace supply chain. Aircraft and engine manufacturers will present status reports on product strategies and market developments. Industry experts will review the current status of the industry and forecast future trends. This event will provide delegates with crucial updates and unique industry analysis as well as providing valuable business networking opportunities with industry leaders.

Meet the A&D Events Team

Carol Wilkins

Conference Producer

Carol Wilkins recently joined Aviation Week Network’s conference production team. Carol is the content lead for the A&D events portfolio which delivers comprehensive information to the aviation and defense industry, bringing together stakeholders in commercial, defense, general aviation, aerospace manufacturing, raw materials and M&A.

Naomi Hall

Marketing Manager

Naomi is the lead marketer for Aviation Week’s Aerospace & Defense events. She is focused on bringing together the commercial and defense sectors to further develop opportunities, knowledge, leadership and best practices.

Juliet Trew

VP Business Development Director, Commercial/A&D

Juliet is responsible for business development for Aviation Week Network’s global event portfolio, focusing on expanding our footprint into new locations and markets as well as developing and diversifying existing events. She looks after both the commercial portfolio (including our MRO and Aero-Engines series) as well as our Aerospace & Defense events, ensuring we deliver best-in-class conferences and exhibitions with market leading content and exceptional ROI.

Jennifer Roberts

VP Marketing

Jennifer is responsible for delivering and further developing the marketing strategy for the Aviation Week events portfolio, including A&D. She works to connect business priorities, objectives and key messages to content delivery and ensure a collaborative and cohesive presentation of offerings.

Sergii Khalepa

Digital Marketing Specialist

Sergii supports the Aviation Week events team with the creation, implementation and analyzing of digital campaigns to drive attendance at our conferences and exhibitions. He works closely with the campaign managers to ensure optimal positioning for all of our events via digital channels including social media. His responsibilities include digital account management, web management and analytics.

A&D Events Sales Team

To sponsor or exhibit, please contact your account representative:

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Aviation Week extends our gratitude to all of the sponsors and partners that have made this event possible.

FOUR DEC ADE S OF INNOVATIVE , INSIGHTFUL , RELIABLE ADVICE TO AEROSPACE , DEFENSE & GOVERNMENT

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