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
  • Room:   Wetherly Room & Terrace
  • Tuesday, November 12, 7:30 AM - 8:30 AM

SESSION DETAILS

Tuesday, November 12
7:30 AM - 4:00 PM

Registration
  • Room:   Orchid Room
  • Tuesday, November 12, 7:30 AM - 4:00 PM

SESSION DETAILS

Tuesday, November 12
8:40 AM - 8:45 AM

Opening Welcome
  • Room:   The Ballroom
  • Tuesday, November 12, 8:40 AM - 8:45 AM
Speaker

SESSION DETAILS

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
Speakers
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
Co-Chair(s)

SESSION DETAILS

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...
Speakers
Gen (Ret) John P. Abizaid

Senior Advisor
Lazard
Keynote

Maj. Gen (Ret.) Lee K. Levy, II

Board of Directors Chairman, NDIA Logistics Management Division and CEO
The Levy Group, LLC
Moderator

SESSION DETAILS

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...
Speakers
Dr. Brad Meslin

Senior Managing Director
CSP Associates
Moderator

Ron Epstein

Managing Director, Aerospace & Defense
BofA Global Research
Panelist

Steven Grundman

Founder & Principal
Grundman Advisory
Panelist

Theodore Bunzel

Head of Geopolitical Advisory
Lazard
Panelist

SESSION DETAILS

Tuesday, November 12
10:30 AM - 10:55 AM

Morning Networking Break
  • Room:   Wetherly Room & Terrace
  • Tuesday, November 12, 10:30 AM - 10:55 AM

SESSION DETAILS

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...
Speakers
Michael Bruno

Executive Editor, Business
Aviation Week Network
Moderator

Kai Arndt

Co-CEO
Montana Aerospace
Panelist

Noah Roy

Managing Partner
Greenbriar Equity Group
Panelist

Sean Barrette

Partner
L Squared Capital Partners
Panelist

SESSION DETAILS

Tuesday, November 12
12:05 PM - 1:15 PM

Networking Lunch
  • Room:   Wetherly Room & Terrace
  • Tuesday, November 12, 12:05 PM - 1:15 PM

SESSION DETAILS

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...
Speakers
Dr. Evelyn Farkas

Executive Director
McCain Institute
Keynote

Joe Anselmo

SVP of Content, Editorial Director
Aviation Week Network
Moderator

SESSION DETAILS

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...
Speakers
Matt Fulco

Business Editor
Aviation Week Network
Moderator

Adam Porter-Price

Director of Corporate Development
Anduril Industries
Panelist

Scott Sanders

Chief Growth Officer
Forterra
Panelist

Tyler Sweatt

CEO
Second Front Systems
Panelist

SESSION DETAILS

Tuesday, November 12
2:50 PM - 3:20 PM

Afternoon Networking Break
  • Room:   Wetherly Room & Terrace
  • 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...
Speakers
Dr. Brad Meslin

Senior Managing Director
CSP Associates
Moderator

George Sampas

Partner
Gibson Dunn
Panelist

Jonathan K. Layne

Partner
Gibson Dunn
Panelist

M. Mark Albert

Managing Director
HPS Investment Partners, LLC
Panelist

SESSION DETAILS

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.
Speakers
Michael J. Richter

Managing Director, Global Head of Aerospace and Defense Investment Banking Group
Lazard
Moderator

Delara Zarrabi

Managing Director
Platinum Equity
Panelist

Meg M. Welch

Managing Director
KPMG Corporate Finance LLC
Panelist

Shyam Ravindran

President
Arcline Investment Management
Panelist

SESSION DETAILS

Tuesday, November 12
4:35 PM - 4:40 PM

Closing Remarks
  • Tuesday, November 12, 4:35 PM - 4:40 PM

SESSION DETAILS

Tuesday, November 12
4:45 PM - 6:00 PM

Closing Reception
  • Room:   Wetherly Room & Terrace
  • Tuesday, November 12, 4:45 PM - 6:00 PM

SESSION DETAILS