2018 AerospaceDefenseChain
2017 FINAL AGENDA


The preliminary agenda for the 4th Annual AerospaceDefenseChain Conference will be available in July of 2018. In the meantime, please refer to the agenda for the Conference held in October of 2017.


Speaker Biographies


OCTOBER 24, 2017 - TUESDAY


8:00-9:00 AM
Registration, Salon I Foyer
Breakfast, Salon II

9:00-9:05
Welcome Address and Introduction
Joanna Speed, Managing Director, A&D and SpeedNews Conferences

9:05-9:40
RENAISSANCE STRATEGIC ADVISORS
Breaking the Chains that Bind...
(...and why defense could be in for a wild ride)

Jeffrey J. Roncka, Senior Partner

9:40-10:10
L3 TECHNOLOGIES
A Prime View
Heidi R. Wood, Senior Vice President, Strategy

10:10-10:40
Morning Coffee Break, Salon I Foyer, sponsored by Siemens PLM Software

10:40-11:50
PANEL: THE FOUR HORSEMEN - OUTLOOK AND TRENDS WITHIN THE A&D INDUSTRY
Moderated by Michael Bruno, Senior Business Editor &Content Manager, Aviation Week Network
CAPITAL ALPHA PARTNERS - Byron K. Callan, Managing Director
GRUNDMAN ADVISORY & ATLANTIC COUNCIL - Steven Grundman, Principal & Lund Fellow
THE MCLEAN GROUP - R. John Stack, Managing Director & Aerospace Practice Leader
RENAISSANCE STRATEGIC ADVISORS - Jeffrey J. Roncka, Senior Partner
Discussion and Questions

12:00-1:15 PM
Lunch, Salon II, sponsored by Arizona Commerce Authority

1:15-1:45
STIFEL
Valuation in Aerospace & Defense: A Tale of Two Cycles
Eric D. Reuther, Managing Director

1:45-2:15
Afternoon Tea Break, Salon I Foyer, sponsored by Siemens PLM Software

2:15-3:15
PANEL: A NEW ADMINISTRATION - DEFENSE BUDGET
Moderated by Jen DiMascio, Managing Editor, Defense, Space & Security, Aviation Week Network
AMERICAN ENTERPRISE INSTITUTE - Mackenzie Eaglen, Resident Fellow, Marilyn Ware Center for Security Studies
BLOOMBERG INTELLIGENCE - George Ferguson, Senior Analyst, A&D and Airlines
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES (CSIS) - Todd Harrison, Director, Aerospace Security Project & Director, Defense Budget Analysis
Russell Rumbaugh, Former Analyst at the Pentagon and on Capitol Hill
Discussion and Questions

3:15-4:00
PANEL: AEROSPACE & DEFENSE SUPPLIER PRESSURES: NAVIGATING COST PRESSURE, BUDGET UNCERTAINTY, INNOVATION AND OPPORTUNITIES
Moderated by Kenneth Herbert, Managing Director & Senior A&D Analyst, Canaccord Genuity
ELBIT SYSTEMS OF AMERICA - David "Dave" Rogers, Chief Operating Officer
KELLSTROM DEFENSE - Christopher R. Celtruda, Chief Executive Officer
KRATOS DEFENSE & SECURITY SOLUTIONS - Eric M. DeMarco, President & CEO

4:00
Wrap-up
Joanna Speed

6:15
Cocktail Hour, Old Dominion, 4th Floor, sponsored by Exostar
7:15-9:00
Dinner, Entyse Bistro, 4th Floor, sponsored by IBM



OCTOBER 25, 2017 - WEDNESDAY


7:30-8:30 AM
Breakfast, Salon II

8:30-8:35
Introduction
Joanna Speed

8:35-9:05
JSA PARTNERS
The Future of Space
Joseph S. Schneider, President

9:05-10:05
PANEL: HOW TO COPE WITH DISRUPTION AND DRIVE TRANSFORMATION
Moderated by Hoyt Davidson, Managing Partner, Near Earth
LOCKHEED MARTIN SPACE SYSTEMS - David Markham, Vice President, Strategy & Advanced Programs
THALES USA - Adam Marks, Vice President, Corporate Development & Strategy
BALL AEROSPACE - Debra Facktor, Vice President & General Manager, Strategic Operations and Commercial Aerospace Business Unit

10:05-10:35
Morning Coffee Break, Salon I Foyer, sponsored by Siemens PLM Software

10:35-11:35
PANEL: AEROSPACE & DEFENSE VENTURE CAPITAL AT ITS BEST
Moderated by Michael Bruno, Senior Business Editor & Content Manager, Aviation Week Network
AIRBUS VENTURES - Luka Tomljenovic, Investment Partner
EMBRAER - Dr. Sandro Giovanni Valeri, Senior Manager & Head of Corporate Innovation
LOCKHEED MARTIN - J. Christopher "Chris" Moran, Executive Director & General Manager - LM Ventures
Discussion and Questions

11:35-11:45 Refresher Break

11:45-12:45 PM
PANEL: IT MAXIMIZING THE SUPPLY CHAIN: THE INVASION OF AI, CLOUD AND BLOCKCHAIN
Moderated by Trevor Stansbury, Chief Executive Officer, Supply Dynamics
ACCENTURE - Joyce Kline, Managing Director
IBM - Timothy J. Wholey, Vice President & Partner, A&D Industry - Global Business Services
UNITED TECHNOLOGIES CORPORATION - Sri Divakaruni, Senior Director, Innovation Business Development
Discussion and Questions

12:45
Closing Remarks
Michael Bruno

Drawing for a PacMin airplane model (must be present to win)

1:00-3:00
Buffet Lunch, Salon II, sponsored by Arizona Commerce Authority