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

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

Jan. 31-Feb. 1, 2025

Jan. 31-Feb. 1, 2025
Beverly Hills, CA
#ADSC

Hide All
Tuesday, November 12
7:30 AM - 8:35 AM
Registration & Breakfast
  • Tuesday, November 12:  7:30 AM - 8:35 AM
Tuesday, November 12
8:40 AM - 8:45 AM
Opening Welcome
  • Tuesday, November 12:  8:40 AM - 8:45 AM
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...
    • Panel Discussion

    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
    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...
    • Panel Discussion

    SESSION DETAILS

    Panelist
    Dr. Michael Pistauer
    Co-CEO and Group CFO
    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
    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
        ...

          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
              Jon Nemo
              Managing Partner
              AE Industrial Partners
              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
              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