THE AEROSPACE EVENT –
BEVERLY HILLS

Ms. Anita Antenucci has three decades of experience in investment banking and has amassed expertise in corporate strategy, M&A and financing. Additionally, she has collaborated with a broad spectrum of Fortune 500 and international corporations, start-ups, innovators, private equity groups and family offices. Her M&A clients have included the world's largest aerospace and defense companies, such as General Dynamics, L3Harris, Lockheed Martin, and TransDigm and the most accomplished industry investors, such as AE Industrial, Carlyle, J.F. Lehman, Huntsman Family Investments and Veritas Capital. Prior to founding 3Wire, she spent 20 years at Houlihan Lokey, where she built and led the Aerospace, Defense, and Government practice, along with starting the firm's Business Services and Transportation practices. Prior to Houlihan Lokey, she was a founding member and Co-President of Quarterdeck Investment Partners (later Jefferies Quarterdeck) — a boutique M&A merchant banking firm in ADG industries.

Ms. Stacey Wyatt leads AMAG USA, the American subsidiary of AMAG Austria Metall AG, for aerospace, automotive, industrial and special rolled products. Ms. Wyatt began her aerospace career as a market analyst for defense aerospace engines at Rolls-Royce and has held strategy, cost reduction and commercial positions on various defense and commercial engine programs across three engine companies.  She has spent the last ten years in marketing and sales for aluminum mills with distribution partners and OEMs across a variety of industries. Ms. Wyatt has negotiated in countries throughout the Middle East, Europe and the Americas and has a passion for creating business structures that work for both partners for the long term.

Mr. Ian Gurekian has over 24 years of experience in the aviation financial services industry; leading teams, building platforms, and delivering value. Prior to founding AVIAN, he was the Chief Risk Officer at Waypoint Leasing – a global helicopter leasing company. As a member of the executive team he was responsible for underwriting and platform development, ultimately growing the portfolio to over $1.6bn in assets across 166 helicopters. Mr. Gurekian was also instrumental in the development, expansion and management of the aviation team at Brigade Capital with AUM in excess of $1bn. There, he sourced, structured and supervised a physical portfolio of over 90 commercial aircraft and 260 engines, as well as trading ABS, equities and other aviation related securities. Prior to Brigade, he was Vice President, Product Evaluation & Strategy at GECAS (GE Commercial Aviation Services) which was the second largest commercial aircraft lessor in the world. Mr. Gurekian led research, encompassing all industry metrics as well as aircraft type and valuation analytics as well as strategic portfolio planning.

Mr. Chris Norch is a seasoned executive with vast experience across the metals, aerospace and manufacturing industries. He serves as the President of Aero Metals Alliance (AMA), as well as President and CEO of Denison Industries and Atlantic Castings & Engineering. In these roles, he leads a global network of companies supplying high-performance metals and premium aluminum castings and machining to the aerospace, defense, and energy sectors. With a diverse background in the automotive, military and commercial industries, he also serves on the executive board of the World Foundry Organisation, representing the American Foundry Society. Throughout his career, he has held several leadership positions, playing a key role in driving growth and innovation in the organizations he's led. Known for his forward-thinking leadership, commitment to sustainability and ability to build strong industry partnerships, Mr. Norch brings over 40 years of expertise in supply chain management, business strategy and customer-focused service.

Dr. Kevin Michaels has 37 years of professional experience, including more than 600 consulting engagements for leading aviation and aerospace companies across the globe. In 2001, he co-founded AeroStrategy and successfully grew the consultancy until its acquisition by ICF International in 2011. Earlier, he was Director, Strategic Development at Rockwell Collins Government Systems and a Principal with The Canaan Group — a consultancy that co-founded the MRO Conference series with Aviation Week Network. Dr. Michaels is a globally recognized expert in the aerospace manufacturing and MRO sectors and has significant functional expertise in corporate and business strategy, M&A advisory, technology and market assessment, and cluster development. His experience spans commercial and military markets. Dr. Michaels authored AeroDynamic: Inside the High-Stakes Global Jetliner Ecosystem, winner of the 2019 Choice Outstanding Academic Title Award. In 2021, he was the recipient of the Annual Gilbert W. Speed Award for leadership across the global aerospace supply chain. Currently, he is co-authoring Time Machines: A Modern History of Business Aviation with his colleague Richard Aboulafia.

Mr. Richard Aboulafia joined AeroDynamic Advisory in January 2022. Since 1988, he has tracked aircraft programs, markets, and companies as an analyst and consultant and now manages consulting projects in the commercial and military aviation field and analyzes broader defense and aerospace market and industry trends. Mr. Aboulafia has advised numerous aerospace companies, including most prime and many second- and third-tier contractors in the US, Europe and Asia. Additionally, he advises numerous financial institutions on aerospace market conditions.

Mr. Bob Lange was appointed to his current position in 2018. His team is responsible for market research and forecasting, business analysis and benchmarking to support Airbus Strategy. In over 30 years at Airbus, his responsibilities have alternated between marketing Airbus and its products towards the outside world and acting as the Voice of the Customer internally in the field of product development. Mr. Lange held marketing account responsibilities in North America and Asia, followed by Product Marketing responsibility for A330/A340 and A380 and led the Cabin Interiors Marketing team. Prior to his current role, he was VP Marketing and subsequently led the Product Strategy team. His career began as a Future Projects engineer in the military transport segment.

Mr. Nicolas Lemoine leads Procurement Operations, Flying Part Services, Strategy & Transformation and General Procurement for Airbus Americas. Since 2017, he has been based in Herndon, Virginia at Airbus Americas Headquarters. In his last position, he was the Head of Supply Chain Development for Airbus Procurement Operations in the United States, Canada and Mexico, where he led a team that supports the Airbus North America supply chain for the Airbus commodities of Aerostructures, Cabin, Systems & Equipment and Materials. Mr. Lemoine has extensive experience in Sales, Purchasing & Operations Management through his previous consulting and Airbus positions in France, Sweden and Germany.

Mr. William H. Alderman (Bill) is an M&A specialist in the middle market of the aerospace and defense industry with over $2 billion in mergers and acquisition-related transactions to his name. Prior to founding Alderman & Company in 2001, he worked for 15 years on Wall Street and in the Aerospace & Defense Industry, principally on M&A transactions in the middle market. His employers included BT Securities, Fieldstone, and General Electric. Mr. Alderman is a Securities Principal registered with the Financial Industry Regulatory Authority (FINRA) and has four securities industry licenses (Series 7, 24, 63, and 65). In the past, he has served on the following boards: UFC Aerospace, now a unit of Boeing, Cox & Co., an ESOP-owned manufacturer of de-icing systems, Breeze-Eastern Corporation (AMEX: BZC), now a unit of TransDigm, Telos Corporation (NASD: TLS), DLH Corporation (NASD: DLHC). Mr. Alderman has been quoted as an industry expert by Bloomberg, Reuters, MarketWatch, USA Today, Chicago Tribune, Los Angeles Times, and The Washington Post.

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Mr. Craig Segor is responsible for the Accounting, Treasury, Risk, FP&A, Tax and ESG functions. Prior to joining ACG in December 2022, he co-founded Plane View Partners, a boutique aviation consulting firm, where he served as Chief Executive Officer from 2014 to 2020 and as Managing Director from June 2022 to October 2022. In this role he advised a variety of industry stakeholders including airlines, OEMs, lessors, investors and entrepreneurs in projects spanning strategy, M&A, aircraft and engine orders, lease transactions, product innovation and business planning. From 2020 to 2022, Mr. Segor served as Chief Investment Officer for CDB Aviation in Dublin, where he oversaw the Trading, Pricing and Strategy functions. Prior to founding Plane View Partners, he was SVP Strategic Planning with International Lease Finance Corporation; held various roles at Seabury Consulting, including Managing Director and Chief Operating Officer; was a Project Manager in the Strategic Development Group of TACA Airlines, and was a Senior Associate Consultant with Bain & Company.

Dr. Ronald J. Epstein actively covers Aerospace, Defense and Multi-Industrials with large aerospace components listed in the United States, Canada and Brazil. In the Institutional Investor All-America Research poll, he was ranked as a top-three analyst in Aerospace & Defense Electronics for the last 15 years and led the #1 team for the last eight years. Dr. Epstein is a Fellow of the Royal Aeronautical Society, a Technology Advisor to United Airlines Ventures, on the Board of Regents of the Potomac Institute for Policy Studies, an Affiliate Professor at the University of North Carolina and is a mentor for the Techstars Space Accelerator. Previously, he worked as a research scientist in applied aerodynamics technology at Boeing Phantom Works. He was also an adjunct faculty member in the Department of Mechanical Engineering at Washington University in St. Louis, teaching fluid dynamics and control systems.

Ms. Wendy Sowers leads Boeing Commercial Airplanes' analysis of the airline industry. In this role, she directs the development of the annual Commercial Market, the bi-annual World Air Cargo Forecast and supports near and mid-term market analysis for Boeing Commercial Airplanes’ business and strategic planning. Ms. Sowers has been with Boeing for over 20 years in a variety of roles including product marketing, competitor analysis and strategy and supply chain management.

Mr. Jeffrey Carpenter is responsible for both the contracting/sourcing and the category management functions for raw material and standards. Previously, he was Category Leader for Materials and Standards for the Boeing Enterprise. In this role, he was responsible for creating and deploying Category Management strategies for Materials and Standards across the Boeing Enterprise. With his move to Boeing Commercial Airplanes Supply Chain, he retains the Enterprise function as well. During his time at Boeing, he has held several leadership roles in Supply Chain and on the 787 program. Also, he was Director, Supplier Management, responsible for the Italian supply chain, which produced major structural assemblies for Boeing Commercial Airplane programs. Prior to that position, he led Raw Material & Fastener Procurement and Distribution for all commercial airplane programs.

Mr. Cliff Collier is a seasoned executive, leading Charles Edwards' Operations & Supply Chain activities. In this capacity, he helps aerospace companies assess and realize cost and efficiency improvements and also leads operations due diligence projects. Mr. Collier has over 30 years of experience in Supply Chain, IT and Human Resources management from Vought Aircraft Industries and Triumph Aerostructures where he was responsible for $2B of annual spend. During this tenure, he led a complete restructuring of company benefit plans, rescued a failed SAP implementation, and created a cross-company corporate procurement organization in a highly decentralized aerospace company. His skill is particularly in turnaround and start-up operations, communicating change and getting buy in from the relevant stakeholders, and has successfully managed both large and small organizations.

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Mr. Peter Zimm leads strategy, market positioning, and operations improvement consulting projects for aerospace companies and has delivered scores of projects for OEMs, Tier 1s, sub-tier suppliers and raw materials companies across the world. Mr. Zimm is an internationally-recognized market expert in aerospace raw materials, aircraft components, manufacturing process technologies, and aircraft emissions. Prior to joining Charles Edwards, he was a Principal at ICF Aviation's Aerospace & MRO practice. His career began at Timken Aerospace where he held various business development, marketing, and sales management positions and co-architected the company's aftermarket entry strategy.

Mr. Daniel Galhardo Gomes is responsible for Market Strategy, Product Strategy, Market Intelligence, Strategic Planning, and Sustainability Strategies. Mr. Gomes has been at Embraer for over 17 years, starting as an Engineer Trainee in the Product Development Department. Later, he held the position of Customer Support Engineer, responsible for managing customer technical issues and local entry into service support. Subsequently, as a Product Strategy Engineer, he defined the E-Jet E2 product requirements, supported sales team analysis and led conceptual design projects for Commercial Aviation. As Strategic Marketing Director, Mr. Gomes leads the team that delivers strategic plan, market forecast, future product roadmap, market intelligence reports and sustainable roadmap solutions.

Ms. Karin Burns is responsible for developing strategy for Commercial Engines & Services, developing new service offerings, providing tools to enhance value recognition for products, competitive analysis and forecasting — spanning from passenger demand through aircraft and shop visit demand. Prior to her 2022 promotion, she spent two years as Marketing Intelligence and Operations Leader for GE Aviation, focused on strategic marketing analytics, competitive intelligence, forecasting and pricing for the commercial business. Ms. Burns joined GE Aviation as Government Pricing leader in 2016 and became Executive Director of Government Business in 2018. Previously, she was part of the Financial Management Program at NBC Universal.

Mr. Christopher Smith has extensive experience advising clients across sectors, including aerospace technology and products, aviation services, defense, government services, and space. Mr. Smith has advised clients on mergers and acquisitions and strategic advisory assignments, including divestitures, financing, and capital raising. Earlier in his career, he served as an aviator in the United States Navy where he flew the F/A-18 Hornet.

Mr. Kevin Matthies leads the world-class hardware organization across multiple industries, including Aerospace, Defense, Automotive, Heavy Machinery, Industrial and Consumer Electronics. With complete P&L responsibility, he leads the vision, strategy, and end-to-end execution teams. Mr. Matthies has deep experience as a senior executive leading high-performing teams in large enterprises in aerospace and defense. During the last decade of his career at Spirit AeroSystems, he served in roles ranging from Senior Vice President and Chief Engineering Officer / Chief Quality Officer, Senior Vice President, Fabrication, Vice President / General Manager of the 787 program, and VP of Airbus programs. Mr. Matthies also led the management of Spirit's Boeing programs as Senior Vice President and General Manager, overseeing a $3 billion P&L and a team of nearly 4,000 personnel with a focus on program direction, factory operations, and customer relations. Prior to Spirit, he spent more than 26 years at Raytheon.

Ms. Sheila Kahyaoglu covers the Aerospace and Defense sector, in addition to the Airlines sector. She joined in March 2012. Ms. Kahyaoglu was ranked #1 in Institutional Investor's All-America Research poll in 2022 after being #2 in 2021 and 2020 and Runner-up in 2019. She was ranked Rising Star in the 2015 and 2014 polls. Before joining Jefferies, Ms. Kahyaoglu was a research analyst at Credit Suisse, covering the Electrical Equipment and Multi Industry (EE/MI) space. From 2005 to 2008, she was a Leveraged Finance analyst at JPMorgan.

Mr. Victor Caruso has over 25 years of combined investment banking and private equity experience, following nearly a decade of other professional experience, which includes service as an officer in the U.S. Navy. Also, he has completed a range of investment banking engagements and played a senior role in numerous private equity investments. His professional experience spans across both sell-side and buy-side M&A roles on behalf of private equity firms, public corporations and private company clients. Prior to joining Kroll, he spent over a decade in private equity, and before that nearly a decade in M&A investment banking.

Mr. Kris Ganase leads the Sector's strategic growth across the Commercial and Military Aviation market – focusing on strategic pursuits, key business alliances, R&D – including new product development and M&A. The Sector is a $700M business involved in Market Leading Commercial Training Systems, Full Scope Training Solutions, Pilot Academies, Leading Avionics Products & Data Analytics in the Commercial & Military Aviation markets. Mr. Ganase has responsibility for industry leading technologies including Next Generation systems for commercial and military aircraft, general and business aviation, regional aircraft, and helicopters. In 2001, he joined L3 with more than 37 years of Aviation industry leadership experience in the areas of Engineering, Marketing, Business Development, Program Management and General Management. Prior to his current position, he was President of L3's Aviation Products & Security Sector, President of L3's Aviation Products Sector and President of ACSS, the L3 & Thales joint venture.

Mr. Rowan G.P. Taylor is the founding and Managing Partner of Liberty Hall Capital Partners, a private equity firm focused exclusively on investments in businesses serving the global aerospace and defense industry. Since 2005, Mr. Taylor has led the investment of over $2.5 billion in equity capital in 29 acquisitions of businesses serving the aerospace and defense industry, including the investment of over $1.0 billion in equity capital since the formation of Liberty Hall. Liberty Hall was founded in 2011 as the first, and remains the only, private equity firm singularly focused on investments in middle market businesses serving the aerospace and defense industry. Prior to founding Liberty Hall, Mr. Taylor was a Partner of Oak Hill Capital Management, where he was head of its Basic Industries group, led a group of investment professionals focused on aerospace, industrial and transportation businesses, and served on Oak Hill’s Investment Committee. Prior to joining Oak Hill in 1999, Mr. Taylor was a Principal in the Merchant Banking group of CS First Boston and its successors, The Clipper Group and Monitor Clipper Partners.

Mr. Paul Andreucci leads the commercial team within the Aerostructures division of Montana Aerospace AG with responsibilities for strategy, sales and business development across their UAC & ASCO divisions. Mr. Andreucci began his career with British Aerospace / BAE Systems, where he worked from 1984 to 2001, in various senior operational and program management roles. In 2001, he set-up a business development consultancy, successfully supporting North American manufacturers to gain access to the European aerospace market. In 2013 he joined Universal Alloy Corporation Europe as VP Business Development, primarily to establish and develop their vertical integration strategy in Romania. This created a unique and extensive one-stop-shop capability across the full value-chain from casting/extrusion through machining, surface treatment and final assembly. Mr. Andreucci supported the Montana team during their successful IPO in May 2021 to form Montana Aerospace AG, after which he joined the group team as CCO.

Mr. Chris Quilty began making his footprint in the satellite & space sector as a trusted authority, media pundit, and twice-recognized Wall Street Journal "Best on the Street" analyst more than two decades ago while serving as a sell-side analyst for Raymond James. Mr. Quilty initiated coverage on the space industry in the mid-2000s and has subsequently published hundreds of company-specific, macro, sector, and thematic research reports. Leveraging his vast space industry knowledge and a commitment to thought-leading research, he co-founded Quilty Space (formerly Quilty Analytics) in 2016. In this capacity, he is regarded as a valued source of industry insight across all verticals of the space ecosystem — from manufacturing and launch through satcom, EO, hardware, and downstream analytics. Mr. Quilty is a frequent advisor  to the full range of satellite & space investors and stakeholders, from leading prime contractors and government agencies to satellite operators and technology companies.

Mr. Kenneth Herbert is a Managing Director and Senior Aerospace & Defense Analyst at RBC Capital Markets. Prior to RBC, he was the senior A&D analyst at Canaccord Genuity and Wedbush Securities. From 2003-2009, he ran the Aerospace & Defense consulting practice at Frost & Sullivan and was an associate to the No.1-ranked machinery analyst at Salomon Smith Barney from 2000-2003.

Mr. Jay Carmel has 15 years of experience providing strategy development and M&A advisory services to A&D corporations and financial sponsors. Mr. Carmel primarily supports aircraft OEM equipment suppliers, aftermarket service companies, start-ups and investors who are active in the commercial aerospace industry. In addition to his expertise in traditional aircraft technologies, he focuses on areas most exposed to disruptive innovation, including advanced air mobility and its enablers, such as aircraft propulsion, autonomous flight, and aviation connectivity. Having led over 200 project engagements during the course of his consulting career, he has helped multiple aircraft system manufacturers and start-ups close successful business case investments for new products and market entry strategies. Also, he has provided due-diligence support for industry clients and financial sponsors on dozens of M&A transactions, covering supply chain areas such as aerostructures, engine components, actuation, avionics, parts distribution services, and aircraft maintenance. Prior to joining Renaissance, he was a Principal at Oliver Wyman and had previously led the commercial aerospace consulting practice at Avascent.

Mr. Mesh Feigenbaum held several Engineering leadership and R&D positions before transitioning to business development, strategy and executive leadership roles. This strong grounding in technology has been a cornerstone of his ability to thoroughly understand and strategize complex aerospace businesses. As executive vice president of global hard alloy products for a large Chinese multinational, he led the 'Western Experts' development of a $3 billion greenfield investment in new aerospace rolling, forging, extrusion and associated hard alloy cast house facilities. Mr. Feigenbaum is a proven, growth oriented, globally-focused leader with international experience with leading corporations.

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Ms. Joanna Speed specializes in bringing together prominent aerospace industry executives to expose the issues, confront challenges, and answer questions facing stakeholders. She recently served as Chief Growth Officer of an alliance of distribution companies, providing supply chain solutions to the A&D industry, and previously was the Managing Director, Aerospace and Defense Events for the Aviation Week Network — which included the SpeedNews Legacy — where she led the launch and execution of multiple marketing strategies and audience engagement platforms. During her prior tenure, she emerged as a thought leader for pioneering forecasting and intelligence forums in the A&D arena. In 2022, she played a pivotal role in the successful launch of AeroOne — a groundbreaking initiative for the Aerospace Industry Association of Michigan to unite aerospace OEMs and suppliers. Joanna is a recipient of the Service to the Flag Award for Industry by Women In Defense and served as President for the Women In Defense Greater Los Angeles Chapter — a subsidiary organization under the National Defense Industrial Association. Also, she is a member of the Board of Directors of LeFiell Manufacturing, and is an advisor to Association for Corporate Growth (ACG). Recently, she was recognized by Business Insider as one of the top 15 most influential women in aerospace.

Prior to launching The Air Current in June 2018, Mr. Jon Ostrower served as Aviation Editor for CNN Worldwide, guiding the network’s global coverage of the business and operations of aviation. Following four and a half years at the Wall Street Journal, he joined CNN. Based first in Chicago, then in Washington, D.C., he covered Boeing, aviation safety, and the business of global aerospace. Previously, he was editor of Flight Blogger for Flightglobal and Flight International Magazine, covering the development of the Boeing 787 Dreamliner and other new aircraft programs from 2007 to 2012. Mr. Ostrower is an instructor at the University of Southern California in the Viterbi School of Engineering's Aviation Safety and Security program.

Mr. Jerrold Lundquist, over a 40+ year consulting career, and as one of the most tenured Senior Partners at McKinsey & Co., has provided strategic advice and counsel to CEOs, their Boards of Directors, and senior management, on topics ranging from organization and governance to business strategy, mergers and acquisitions, and operational improvement. Also, he is the Chairman of the Board of Master Fluid Solutions — a manufacturer of specialty chemicals used in advanced metalworking and manufacturing. Prior to McKinsey, he was a Vice President of Emery Air Freight Corporation with responsibilities for Planning, Pricing and Worldwide Facilities. In 1985, he was selected as one of 13 White House Fellows serving the Secretary of Transportation and the White House. Mr. Lundquist has served on the immediate staffs of the Secretary of the Air Force and the Chief of Staff of the Air Force, and in several staff roles on Capitol Hill.

Mr. Peter Neuberger serves as President and CEO of Unite Performance Metals. UPM is an O'Neal Industries owned company — the largest US family-owned group of metals service companies with aerospace focused members TW Metals and Skillcraft alongside UPM. UPM provides Titanium, Nickel and cobalt alloys and engineered stainless steel material in all forms to jet engine, airframe, deep space, alternative energy and medical customers globally. Prior to this role, he served as President of three different metals manufacturing companies. Mr. Neuberger started his career in channel management for global conglomerate Saint-Gobain and went on to lead multiple supply chain management and outsourcing companies. As a result of these experiences at both manufacturing and supply chain companies, he is uniquely suited to lead UPM's growth in both specialty processing and aerospace supply chain services.

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Mr. John Cuomo currently serves as President, Chief Executive Officer, and Director of VSE Corporation, a leading provider of aftermarket distribution and repair services. Mr. Cuomo previously served as Vice President and General Manager of Boeing Distribution Services Inc. Prior to Boeing, he served as Group President for KLX Aerospace Solutions Group, the world's leading provider of aerospace fasteners, consumables, and logistics services to the commercial, business and general aviation markets. Before his role at KLX, he served in multiple executive leadership roles at B/E Aerospace from 2000 to 2014, including Vice President & General Manager and Senior Vice President, Global Sales, Marketing & Business Development.

After nearly two decades in the industry, Mr. Courtney Miller has a breadth of experience spanning operations, sales, fleet and network planning, cargo planning, market forecasting, and data analytics. Recently, he was with Bombardier Commercial Aircraft where he coordinated aircraft transactions with both lessors and airlines in a sales capacity. Deeply committed to using analytics to find different perspectives, he led Bombardier's Americas airline analysis team for seven years, responsible for building analytical models and business cases in support of aircraft transactions. Prior to joining Bombardier, he spent time building expertise in cargo network planning and forecasting with DHL. His career began as a pilot for Comair Airlines in Cincinnati where he worked in local ALPA leadership, chairing the analysis committee.

Mr. Patrick Marous has been the CEO of thyssenkrupp Aerospace, partner for the world's leading aerospace companies and their supply chains from August 2018 till July 2024, and is since then CEO of thyssenkrupp Supply Chain Solutions, which includes the Aerospace, Logistics and Digital businesses within the group. His particular expertise is in supply chain management, the strategic use of digital tools, and change management. Mr. Marous is leading thyssenkrupp Supply Chain Solutions through a significant transformation, remodeling it via a cloud-based technology, developing a data-driven business model, and introducing transparency in all internal and external processes. In a career spanning over 20 years, he has also gained a wealth of experience in M&A, private equity, materials distribution, strategy and business development, marketing, and procurement.