January 30, 2024 is part of the Informa Markets Division of Informa PLC

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January 30, 2024
Beverly Hills, CA
#ADMA

Tuesday, November 12
7:30 AM - 8:35 AM
  • Tuesday, November 12:  7:30 AM - 8:35 AM
Tuesday, November 12
8:40 AM - 8:45 AM
  • Tuesday, November 12:  8:40 AM - 8:45 AM
Tuesday, November 12
8:45 AM - 9:00 AM
  • 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
  • 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
    • 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
    • Tuesday, November 12:  10:30 AM - 10:55 AM
    This is a block of time to grab a morning snack and continue the discussion. An open forum to huddle with peers and book appointments using the conference networking app. ...

      SESSION DETAILS

      Tuesday, November 12
      11:00 AM - 11:55 AM
      • 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
      • Tuesday, November 12:  12:05 PM - 1:15 PM
      Tuesday, November 12
      1:20 PM - 2:00 PM
      • Tuesday, November 12:  1:20 PM - 2:00 PM
      In the aftermath 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
        • 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
          • Tuesday, November 12:  2:50 PM - 3:20 PM
          This is a block of time to grab an afternoon snack and continue the discussion. An open forum to huddle with peers and book appointments using the conference networking app.  ...

            SESSION DETAILS

            Tuesday, November 12
            3:25 PM - 4:00 PM
            • 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
              John M. Pollack
              Partner
              Gibson, Dunn & Crutcher
              Tuesday, November 12
              4:05 PM - 4:35 PM
              • 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
                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
                • Tuesday, November 12:  4:35 PM - 4:40 PM
                Tuesday, November 12
                4:45 PM - 6:00 PM
                • Tuesday, November 12:  4:45 PM - 6:00 PM