Agenda

Wednesday - November 6, 2019

8:00-9:00 AM
Registration, Ballroom Foyer, sponsored by Lazard
Breakfast,  Wetherly Room and Terrace

9:00-9:05
Introduction, Ballroom
Joanna Speed, Managing Director, A&D and SpeedNews Conferences, Aviation Week Network

9:05-9:20              
Welcome Address
Michael J. Richter, Managing Director, Global Head of A&D Investment Banking, Group, Lazard
Dr. Brad M. Meslin, Senior Managing Director, CSP Associates 

9:20-10:00
Opening Address
SPIRIT AEROSYSTEMS - Thomas "Tom" Gentile, President & CEO

10:00-10:45         
Interactive Chat
AVIATION WEEK NETWORK - Joseph C. Anselmo, Editor-in-Chief, Aviation Week & Space Technology
STEEL PARTNERS HOLDINGS - Warren G. Lichtenstein, Executive Chairman, Steel Partners Holdings and Executive Chairman, Aerojet Rocketdyne Holdings

10:45-11:15
Coffee & Tea Break, Orchid Room, sponsored by Alderman & Company

11:15-12:15 PM
PANEL: AEROSPACE VS. DEFENSE - POSITIONING FOR THE 2020s 
Moderated by Dr. Brad M. Meslin, Senior Managing Director, CSP Associates
AE INDUSTRIAL PARTNERS - Jon Nemo, Senior Partner 
CANACCORD GENUITY - Kenneth Herbert, Managing Director
VALENCE SURFACE TECHNOLOGIES - Tracy Glende, CEO

12:15-1:30
Lunch, Wetherly Room and Terrace, sponsored by Valence Surface Technologies

1:30-2:15
PANEL: THE TREND CONTINUES - A DISCUSSION OF A&D SUPPLY CHAIN CONSOLIDATION
Moderated by Michael Bruno, Senior Business Editor & Content Manager, Aviation Week Network
KELLSTROM DEFENSE - Chris Celtruda, CEO
NOVARIA GROUP - Colin Cohen, CFO

2:15-3:00
Interactive Chat: Moderated by Joseph C. Anselmo, Editor-in-Chief, Aviation Week & Space Technology, Aviation Week Network
CREDIT SUISSE - Robert Spingarn, Managing Director, Global Head - Aerospace & Defense Equity Research
AVIATION WEEK NETWORK - Sean Broderick, Senior Transport Editor

3:00-3:30
Afternoon Tea Break, Orchid Room, sponsored by Alderman & Company

3:30-4:15
PANEL: SUCCESSFULLY NAVIGATING M&A IN THE CURRENT REGULATORY AND DEAL LANDSCAPE
Moderated by John M. Pollack, Partner, Gibson, Dunn & Crutcher 
GIBSON, DUNN & CRUTCHER - Judith Alison Lee, Partner
LAZARD - Stephen Henry, Managing Director, A&D Investment Banking Group
SAFRAN USA - Peter Nicholas Lengyel, President & CEO

4:15-5:30
PANEL: INVESTMENT TRENDS AND OUTLOOKS - WHAT WILL DRIVE AEROSPACE & DEFENSE M&A?
Moderated by Michael J. Richter, Managing Director, Global Head of A&D Investment Banking Group, Lazard
CONSOLIDATED AEROSPACE MANUFACTURING (CAM) - Peter C. George, CEO
CSP ASSOCIATES - Brad M. Meslin, Senior Managing Director 
LIBERTY HALL CAPITAL PARTNERS - Rowan G.P. Taylor, Managing Partner 

5:30
Closing Comments
Michael J. Richter
Joanna Speed

5:30-7:00 PM
Cocktail Hour - Wetherly Room and Terrace sponsored by Lazard, CSP Associates, Gibson, Dunn, & Crutcher, and Odyssey Investment Partners