Jan. 31-Feb. 1, 2025 is part of the Informa Markets Division of Informa PLC

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Jan. 31-Feb. 1, 2025

Jan. 31-Feb. 1, 2025
Beverly Hills, CA
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Tuesday, November 12
7:30 AM - 8:30 AM
Breakfast
  • Tuesday, November 12:  7:30 AM - 8:30 AM
  • Room:   Wetherly Room & Terrace
Tuesday, November 12
7:30 AM - 4:00 PM
Registration
  • Tuesday, November 12:  7:30 AM - 4:00 PM
  • Room:   Orchid Room
Tuesday, November 12
8:40 AM - 8:45 AM
Opening Welcome
  • Tuesday, November 12:  8:40 AM - 8:45 AM
  • Room:   The Ballroom
General
Joe Anselmo
SVP of Content, Editorial Director
Aviation Week Network
Tuesday, November 12
8:45 AM - 9:00 AM
Welcome & State of the Market: A Look Back and A Look Ahead
  • Tuesday, November 12:  8:45 AM - 9:00 AM
Co-Chair(s)
Dr. Brad Meslin
Senior Managing Director
CSP Associates
Co-Chair(s)
Michael J. Richter
Managing Director, Global Head of Aerospace and Defense Investment Banking Group
Lazard
Tuesday, November 12
9:05 AM - 9:45 AM
Global Disruptions & The Impact on A&D M&A
  • Tuesday, November 12:  9:05 AM - 9:45 AM
Geopolitical tensions can lead to increases in defense budgets and priorities that will influence the valuation and attractiveness of A&D companies. Any major global disruptions can lead to a tighter credit market and reduced capital availability that will hinder deal-making activities. Meanwhile, other factors can disrupt supply chains, reduce production...

    SESSION DETAILS

    Keynote
    Gen (Ret) John P. Abizaid
    Senior Advisor
    Lazard
    Moderator
    Maj. Gen (Ret.) Lee K. Levy, II
    Board of Directors Chairman, NDIA Logistics Management Division and CEO
    The Levy Group, LLC
    Tuesday, November 12
    9:50 AM - 10:30 AM
    Unveiling the Impact: Analyzing the Implications of the General Election
    • Tuesday, November 12:  9:50 AM - 10:30 AM
    The election of 2024 will be one of the most consequential during our lifetime. A week following the general election we will assemble a panel to discuss the immediate and long-term effects on the outcome that will reverberate way beyond our borders. A team of analysts will share their outlook...

      SESSION DETAILS

      Moderator
      Dr. Brad Meslin
      Senior Managing Director
      CSP Associates
      Panelist
      Ron Epstein
      Managing Director, Aerospace & Defense
      BofA Global Research
      Panelist
      Steven Grundman
      Founder & Principal
      Grundman Advisory
      Panelist
      Theodore Bunzel
      Head of Geopolitical Advisory
      Lazard
      Tuesday, November 12
      10:30 AM - 10:55 AM
      Morning Networking Break
      • Tuesday, November 12:  10:30 AM - 10:55 AM
      • Room:   Wetherly Room & Terrace
      Tuesday, November 12
      11:00 AM - 11:55 AM
      M&A Strategies in An Evolving Supply Chain Landscape
      • Tuesday, November 12:  11:00 AM - 11:55 AM
      Private equity and strategic buyers in A&D employ a variety of M&A strategies to drive growth and create value.  Depending on the OE or aftermarket  sectors in which they operate, these can include build to print capabilities for metal or composite components; proprietary, IP-driven aftermarket parts and systems; repair and...

        SESSION DETAILS

        Panelist
        Kai Arndt
        Co-CEO
        Montana Aerospace
        Moderator
        Michael Bruno
        Executive Editor, Business
        Aviation Week Network
        Panelist
        Noah Roy
        Managing Partner
        Greenbriar Equity Group
        Panelist
        Sean Barrette
        Partner
        L Squared Capital Partners
        Tuesday, November 12
        12:05 PM - 1:15 PM
        Networking Lunch
        • Tuesday, November 12:  12:05 PM - 1:15 PM
        • Room:   Wetherly Room & Terrace
        Tuesday, November 12
        1:20 PM - 2:00 PM
        Global Hot Spots in A Post-Election World: Implications for A&D M&A
        • Tuesday, November 12:  1:20 PM - 2:00 PM
        In the wake of the U.S. elections, how will a new administration initiate changes in defense policies, military spending, and international alliances. The geopolitical landscape can shift significantly, influencing defense budgets in response to any number of global hot spots. These changes can drive M&A activity as companies seek to...

          SESSION DETAILS

          Keynote
          Dr. Evelyn Farkas
          Executive Director
          McCain Institute
          Moderator
          Joe Anselmo
          SVP of Content, Editorial Director
          Aviation Week Network
          Tuesday, November 12
          2:05 PM - 2:50 PM
          Investment in Emerging Technologies & Defense Innovation
          • Tuesday, November 12:  2:05 PM - 2:50 PM
          Our panel will discuss how investing in emerging technologies and defense innovation has become a critical strategy for countries and companies aiming to maintain a competitive edge in the modern security outlook, including space. The conversation will focus on developing and integrating cutting-edge technologies such as artificial intelligence (AI), machine...

            SESSION DETAILS

            Panelist
            Adam Porter-Price
            Director of Corporate Development
            Anduril Industries
            Moderator
            Matt Fulco
            Business Editor
            Aviation Week Network
            Panelist
            Scott Sanders
            Chief Growth Officer
            Forterra
            Panelist
            Tyler Sweatt
            CEO
            Second Front Systems
            Tuesday, November 12
            2:50 PM - 3:20 PM
            Afternoon Networking Break
            • Tuesday, November 12:  2:50 PM - 3:20 PM
            • Room:   Wetherly Room & Terrace
            ...

              SESSION DETAILS

              Tuesday, November 12
              3:25 PM - 4:00 PM
              Getting the Deal Done: Navigating Deal Risk
              • Tuesday, November 12:  3:25 PM - 4:00 PM
              Our panel of experienced professionals will explore how aerospace and defense deal execution is being impacted by evolving regulatory guidelines and constraints, and the influence of capital markets. From closer antitrust scrutiny on defense roll-ups, to broader foreign influence and control provisions, to bridging value expectations in an era of...

                SESSION DETAILS

                Moderator
                Dr. Brad Meslin
                Senior Managing Director
                CSP Associates
                Panelist
                George Sampas
                Partner
                Gibson Dunn
                Panelist
                Jonathan K. Layne
                Partner
                Gibson Dunn
                Panelist
                M. Mark Albert
                Managing Director
                HPS Investment Partners, LLC
                Tuesday, November 12
                4:05 PM - 4:35 PM
                The Wrap-Up: What’s Hot (or Not) in A&D M&A?
                • Tuesday, November 12:  4:05 PM - 4:35 PM
                Closing panel summing up the day's discussions and taking a holistic view of the M&A market. ...

                  SESSION DETAILS

                  Panelist
                  Delara Zarrabi
                  Managing Director
                  Platinum Equity
                  Panelist
                  Meg M. Welch
                  Managing Director
                  KPMG Corporate Finance LLC
                  Moderator
                  Michael J. Richter
                  Managing Director, Global Head of Aerospace and Defense Investment Banking Group
                  Lazard
                  Panelist
                  Shyam Ravindran
                  President
                  Arcline Investment Management
                  Tuesday, November 12
                  4:35 PM - 4:40 PM
                  Closing Remarks
                  • Tuesday, November 12:  4:35 PM - 4:40 PM
                  Tuesday, November 12
                  4:45 PM - 6:00 PM
                  Closing Reception
                  • Tuesday, November 12:  4:45 PM - 6:00 PM
                  • Room:   Wetherly Room & Terrace