2017 AerospaceDefenseChain
2017 PRELIMINARY AGENDA




Speaker Biographies


OCTOBER 24, 2017 - TUESDAY


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

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

9:05-9:40
RENAISSANCE STRATEGIC ADVISORS
Opening Address
Jeffrey J. Roncka, Senior Partner

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

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

10:40-11:40
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 - Pierre Chao, Founding Partner
Discussion and Questions

12:00-1:30 PM
Lunch, Salon II, sponsored by Arizona Commerce Authority

1:45-2:45
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
CONGRESSIONAL RESEARCH SERVICE - Russell Rumbaugh, Analyst, Defense Acquisition
Discussion and Questions

2:45-3:15
Afternoon Tea Break, Salon I Foyer, sponsored by Siemens PLM Software

3:15-3:45
STOUT
Valuation in Aerospace & Defense: A Tale of Two Cycles
Eric D. Reuther, Director, Investment Banking

3:45-4:45
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

4:45
Wrap-up
Joanna Speed

6:15
Cocktail Hour, Salon I Foyer, sponsored by Exostar
7:15-9:00
Dinner, Entyse Bistro, sponsored by IBM



OCTOBER 25, 2017 - WEDNESDAY


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

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 Director, 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 Lepore, 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 - 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, Founder & President, Supply Dynamics
ACCENTURE - John Schmidt, Managing Director, A&D, NA
IBM - Timothy J. Wholey, Global Leader, 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