GLOBAL SUPPLY CHAIN
This program kicks off with a look at how aerospace supply chains are entering an era of OEM-supplier relations characterized by an increase in OEM vertical integration. This session presents the perspectives of supply chain insiders articulating different strategies that suppliers can use to sustain the new era of OEM vertical integration.
Moderator: Ken Herbert, Managing Director | Canaccord Genuity
Mr. Ken Herbert is a Managing Director and Senior Aerospace & Defense analyst with Canaccord Genuity. His focus is on the commercial aerospace sector, and he publishes the highly regarded quarterly Global Commercial Aerospace MRO Survey. Prior to Canaccord, he was the senior A&D analyst at Imperial Capital and Wedbush Securities. He was voted Best on the Street for stock picking in the annual Wall Street Journal survey in 2010. He ran the A&D consulting practice at Frost & Sullivan from 2003-2009 and was an associate to the No.1-ranked machinery analyst at Salomon Smith Barney from 2000-2003. Mr. Herbert received his MBA from the University of Michigan.
Panel Member: Yannick Assouad, CEO | Latecoère
Yannick Assouad is Chief Executive Officer of the Latécoère Group since 2016. Prior to her current role, she was CEO of the Zodiac Aerospace Cabin Branch since May 2015, and member of the Group Executive Board since November 2015. Between 2010 and 2015, Yannick developed the Aircraft Systems Branch as its CEO. Prior to this position, Yannick reorganized the support and services of Zodiac Aerospace Companies into one dedicated segment, Zodiac Services. She started in Zodiac Aerospace as Executive VP of Aircraft Systems Service Division. Before joining Zodiac Aerospace Group in 2003, Yannick Assouad was successively VP Engineering of SECAN and President and CEO of SECAN and LMB, two subsidiaries of Honeywell Aerospace. Yannick graduated from INSA Lyon (National Institute of Applied Sciences) and received her PhD in Aerospace Engineering at IIT. She was distinguished with the Legion of Honor in July 2015 and the French National Merit in 2007.
Panel Member: Nicolas Bonleux, Managing Director & Chief Commercial Officer │ Liebherr Aerospace & Transportation
Nicolas Bonleux has been the Managing Director and Chief Sales Officer of Liebherr Aerospace & Transportation since 2013. Nicolas leads all the aeronautic and transportation activities within the Liebherr Group, including landing gear, flight control and actuation, gears and gearboxes, air management, and electronics. His division of +5,000 employees achieved €1.36 billion in turnover last year. Nicolas Bonleux has contributed to Liebherr’s operations since 1997 when he first joined the company as a Business Development Manager based in Toulouse. From 2005 to 2008, Nicolas Bonleux was the Managing Director of ELEB in Brazil, a joint venture between Embraer and Liebherr. Nicolas graduated in Corporate Finance from the prestigious Paris Business School HEC (Hautes Etudes Commerciales) in 1993.
Jason Childs has been with Esterline for six years in increasingly challenging positions, including Vice President of Worldwide Sales and Marketing for the company’s Engineered Materials division and President for one of the Engineered Materials operating units. Prior to that, he served in a variety of sales and management roles with companies in the aerospace, defense and communications sectors. Childs holds a B.A. in Marketing Management from the University of North Dakota and has completed several other educational courses in business, Lean and financial management.
Discussions shift to address the future of aerospace manufacturing markets. Topics include product development strategies and supply chain management under the increasing globalization of Airbus and Boeing, and the position of the duopoly facing China’s advancing aerospace industry.
Ronald J. Epstein joined Merrill Lynch in 2001 as an industry analyst in the Aerospace and Defense sector. He is currently a Managing Director at the firm and is the senior Aerospace and Defense Analyst for the Americas. He actively covers companies in the United States, Canada and Brazil. In 2012, he was ranked as the number 1 analyst covering the sector by the Greenwich Associates’ U.S. Equity Survey. In 2008 through 2011 he placed among the top three analysts covering the sector as selected by Greenwich. Prior to joining Merrill Lynch, he was a research scientist working in the Applied Aerodynamics Technology Group at the Boeing Phantom Works. He completed his MBA with honors from the Wharton School at the University of Pennsylvania. He also holds a Ph.D. in Mechanical Engineering from Duke University and a BA with highest honors from Skidmore College.
Panel Member: Bob Lange, Senior Vice President, Head of Business Analysis & Market Forecast | Airbus
Bob Lange was appointed Senior Vice President, Head of Business Analysis and Market Forecast in 2018. Bob’s team is responsible for market research and forecasting, business analysis and bench-marking to support Airbus Strategy covering products, services, and value chain positioning.
He began his career as a Future Projects engineer in the military transport segment after completing an apprenticeship and an honors degree in Engineering at Bath University. 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. Bob held marketing account responsibilities in North America and Asia followed by Product Marketing responsibility for A330/A340 and A3XX (A380), He subsequently led the New Product Communications team before moving to Product Strategy where he worked on the launch of the A350 XWB. His exposure to long-range markets stimulated a particular focus on aircraft interiors and cabin product development. Bob led the Interiors Marketing team before being appointed Vice President Marketing in 2011 and Head of Market Forecast and Product Strategy in 2013. Bob is a Fellow of the Royal Aeronautical Society. He is married with two adult sons and enjoys
rugby, football, sailing and golf.
Panel Member: Lindsey Douglas, Vice President, Supply Chain Contracts & Sourcing | Boeing Commercial Airplanes
Lindsey Douglas is vice president of Supply Chain Contracts & Sourcing. In this role, she is responsible for the team that makes sourcing decisions and negotiates and administers contracts to support all Boeing Commercial Airplanes programs. Douglas was named to this position in November 2017. Douglas previously served as director of Business Operations for Commercial Airplanes Supplier Management, with oversight of the function’s management system, rate readiness, change management, statement of work management and work-transfer process. Before joining Supplier Management, Douglas was director of Business Operations for Boeing South Carolina, the 787 final assembly site in North Charleston. In this position, she was responsible for the site’s management system, work statement management and control, as well as site planning and scheduling. Prior to that, Douglas was director of 787 Core Business Operations and Program Planning & Control (PP&C) in Everett, Wash. Douglas previously held leadership positions with Commercial Airplanes’ Manufacturing and Quality Business Operations, as well as the Future Production System team that defined production system strategies and implementation plans. Douglas began her career with Boeing in 1996 working as a chemist/engineer in the Boeing Materials Technology organization. She later worked as a research analyst in Boeing Technology’s Industry Assessment group and as an enterprise audit manager for Boeing’s Internal Audit organization.
Emerging technologies bring new markets, rewards and challenges. In this session, experts analyze the state of readiness of the aerospace supply chain to adapt to the latest developments and innovations of the transportation revolution.
Jon Ostrower is Editor-in-chief of The Air Current. Prior to launching TAC in June 2018, Ostrower served as Aviation Editor for CNN Worldwide, guiding the network’s global coverage of the business and operations of flying. Ostrower joined CNN in 2016 following four and a half years at the Wall Street Journal. Based first in Chicago and then in Washington, D.C. he covered Boeing, aviation safety and the business of global aerospace. Before that, Ostrower was editor of the award-winning FlightBlogger for Flightglobal and Flight International Magazine covering the development of the Boeing 787 Dreamliner and other new aircraft programs from 2007 to 2012. Ostrower, a Boston native, graduated from The George Washington University’s School of Media and Public Affairs with a bachelor’s degree in Political Communication. He is based in Seattle.
Panel Member: Devin Liddell, Principal Futurist | Teague
Devin is a futurist who works collaboratively with clients such as Boeing, Intel, JW Marriott, Nike, Starbucks, and Toyota to design preferred futures in aviation, automotive, smart cities, personal mobility, space travel, and more. Devin also leads TEAGUE”s future-focused conceptual projects. Most recently, these have included: Poppi, a vision for an airline of the future, and Hannah, a proposal for the future of autonomous school transportation. With nearly two decades of experience in strategy and design, Devin has worked in the aerospace, education, software/technology, food and beverage, and retail industries; some of his past clients include Amazon, GE, Microsoft, Nordstrom, and Viacom. He’s a frequent contributor to Fast Company, a board member at Aerial Futures, and teaches regularly at the School of Visual Concepts
Panel Member: Gary Weissel, Managing Director | Tronos Aviation Consulting
Gary Weissel is the Managing Officer of Tronos Aviation Consulting providing a wide range of advisory services to the aviation industry with a unique focus and expertise on aircraft interiors. Mr. Weissel’s aviation career spans 29 years. Prior to starting Tronos Aviation Consulting, he spent 14 years at ICF SH&E. Mr. Weissel has also held positions in program management, engineering and interiors at B/E Aerospace and Delta Air Lines. He is a regular speaker at industry conferences, regularly quoted in industry articles and has appeared on CNN and NBC as an aviation expert. He regularly guest lectures at the Georgia Institute of Technology where he received his Bachelors Degree in Aerospace Engineering. He is also an FAA licensed instrument rated pilot.
Panel Member: Roei Ganzarski, CEO | MagniX
Roei Ganzarski is CEO of magniX, an electric propulsion technology company. magniX is poised to disrupt the aerospace & defense industry with its advanced technology that will enable transportation capabilities and services never possible before. Prior to magniX, Roei was CEO of BoldIQ – a global provider of dynamic real-time scheduling optimization software. Under Roei’s leadership, BoldIQ grew from a seed software startup to a multi-million dollar profitable SaaS company with customers worldwide and across industries. Before BoldIQ, Roei was with the Boeing family of companies in continuously increasing roles of responsibility. His last role at Boeing was Chief Customer Officer for Boeing’s Flight Services division where he led all worldwide customer and market facing organizations and was responsible for revenue growth and customer service. Other experiences prior to Boeing include private investment banking, corporate finance, advertising, and the military. He is a graduate of Wharton’s Advanced Management Program, earned an MBA from the University of Washington, and a BA in Economics from The University of Haifa. Roei sits on the Washington Technology Industry Association board and lives with his wife and three children in Redmond, WA.
RESHAPING INTERNATIONAL TRADE
Get a first-hand examination of the stability of the long- term trading relationships between European and American companies. Insiders will discuss their projections of what types of strategic investments will be most effective.
George Ferguson is the Global Head of aerospace/defense and airline research at Bloomberg Intelligence, Bloomberg’s in-house research group. George and his team analyze the implications of events and strategies on the financial health of European, U.S. and Latin American airlines and the aerospace/defense industry including the largest U.S. defense primes, global airframers, engine makers and other large suppliers. George joined Bloomberg to head the group in 2009. Previously he helped manage global debt and equity funds for BlackRock and Merrill Lynch after years in corporate banking for Dresdner Kleinwort and Mitsubishi. George served thirteen years in the U.S. Army Reserve attaining the rank of Captain. His service included a combat tour of Iraq as the primary intelligence officer, S2, of a military police battalion. He holds an MBA from the Graduate School of Management at Rutgers University and a BA in Economics from the Penn State University. He is a CFA Charterholder and a private pilot.
Panel Member: Robin Toth, Govenor’s Sector Lead Director of
Aerospace |Washington State Department of Commerce
Robin Toth, a member of the Gov. Inslee’s New Middle-Market Airplane (NMA) Executive Council and former board member of the Aerospace Futures Alliance, will lead the state’s efforts to develop and grow Washington’s $69-billion aerospace industry sector. Toth comes to Commerce from Greater Spokane, Incorporated, where she served as vice president of business development. Prior to that, she was economic development project manager for the city of Spokane and has deep business and marketing experience with Ciena, Alcatel, Itron and others. Toth serves on a number of boards including Spokane Area Workforce Development Council, Inland Northwest Economic Alliance, and administrator for the Spokane Innovation Partnership Zone. She studied transportation at Mt. San Antonio College in Walnut, California, and business administration at Eastern Washington University and Grand Canyon University, where she earned the Sarah Hunt Potter Scholarship.
Panel Member: Nelson Dong, Partner | Dorsey & Whitney LLP
Nelson Dong is a senior partner in the Seattle office of the Dorsey & Whitney law firm and is head of its national security group and co-head of its Asia group. He is an international technology and trade lawyer and supports clients across the aerospace and defense industries and other technology sectors to do business globally. He has worked extensively in the fields of export controls, economic sanctions and national security reviews of foreign direct investment. He was also a White House Fellow and U.S. Justice Department official and federal prosecutor and has been an export control policy advisor to the U.S. Commerce Department. He is a member of the Council on Foreign Relations and serves on the board of directors of the National Committee on U.S.-China Relations and the Washington State China Relations Council and and has been an adjunct professor of international law at Seattle University Law School. He is an Adjunct Senior Fellow at the East-West Center in Honolulu. He is a graduate of Stanford University and the Yale Law School and has served as a member of Stanford University’s Board of Trustees.
Panel Member: Frances Doherty, Partner | Dorsey & Whitney LLP
Frances is a partner at Dorsey & Whitney’s London office and is the co-chair of Dorsey’s Technology Industry Group and is recognized as one of the pre-eminent technology lawyers working in London, representing venture capital funds and emerging technology companies on international financings, exits, and commercial transactions. A partner in Dorsey’s Corporate practice group Fran’s particular expertise is in: venture capital and private equity, technology transfer, public offerings and private placements of equity and debt securities, private and public company M&A transactional work including a number of cross border transactions; international joint ventures, international banking and finance work including corporate borrowing and acquisition finance. Alongside her extensive technology work, Frances has advised clients in a variety of industries, including telecommunications, oil and gas exploration, mining, motor vehicle manufacture and distribution, financial services, film production and financing and medical devices. She represents a number of substantial clients in the Scandinavian region. Frances also serves as London office Diversity Partner and as the London office’s representative on the Firm’s Professional Personnel Committee, which evaluates non-partner professionals.
The program concludes with an analysis of Industry 4.0, what it is and where it’s going. Discussions will address what the entrance of Industry 4.0 means for OEM suppliers, from tier levels 1 to 4. Panelists explore the impact of smart manufacturing and other forces transforming their businesses.
Moderator: Torsten Welte,Global Vice President and Head of Industrial Business Unit for Aerospace & Defense │ SAP
Torsten Welte, Global Vice President and Head of Aerospace & Defense (A&D) at SAP, has over 25 years of experience in consulting, sales, IT and program management. Under Torsten’s leadership, the A&D Team is to deliver industry solutions that help A&D customers innovate and grow their businesses, operate safely and develop their people. Torsten joined SAP Americas in 2004 and has held several key leadership roles within the North American Aerospace & Defense segment. Prior to Torsten’s tenure with SAP, he spent 12 years with Deloitte Consulting, managing several large SAP implementations as well as strategy engagements across different manufacturing industries.
Panel Member: Mike Stoecker, Connected Solutions Manager | Genesis Systems Group
Mike Stoecker is the Connected Solutions Manager for Genesis Systems, an IPG Photonics Company, where Mike manages solutions that provide Genesis with its clients remote support and machine intelligence solutions utilizing IoT and Industry 4.0 technologies. Mike has worked at Genesis Systems for 23 years with a variety of roles related to industrial robotic automation, such as Application & Controls Engineering, Project & Product Management, and Research & Development. In 2010, Mike pioneered the launch of Genesis’ first IoT solution, Genesis Intelligence Center, which provides its clients real time machine intelligence via mobile devices, desktops, and digital signage.
Cedric Eloy is Head of Innovation Strategy and Co-Leader of Armstrong. He is an engineer graduated from the Ecole Nationale Superieure de Chimie of Montpellier. He also holds an Advanced Master in Marketing and Management of Innovation from EM Lyon. Cedric began his career in 2008 as business engineer at Vulcain and then became strategy consultant at D&Consultants for more than 2 years. He joined DAHER in 2011 for more than 8 years. He first held the position of Marketing Manager and then became Marketing & Innovation Manager for more than 2 years. In 2015, he became Chief Innovation Officer. In December 2017, Cedric Eloy got appointed to his current position of Head of Innovation Strategy and Co-Leader of Armstrong, a DAHER Innovation Program based in San Francisco whose mission is to turn DAHER into a digital company.
Beckett Jackson is the investment portfolio director and strategist for an organization that is shaping the future for Boeing and the aerospace industry. Jackson manages the portfolio for a team focused on identifying early-age startups that are developing revolutionary concepts around the world. In his role with the Ventures team, Jackson seeks to identify technology and business model focus areas that will play a role in transforming the aerospace industry, creating new markets or product offerings, or producing productivity gains for Boeing. He brings to the role a wealth of experience in market strategy, corporate innovation, investment prioritization, competitive intelligence, finance, sales, and international relations. Throughout his career at Boeing, he has led enterprise-wide strategic initiatives, and engaged international customers to develop advanced prototype solutions in the areas of autonomous systems, new air vehicle development and mission systems. Jackson holds a bachelor’s degree in international relations from Johns Hopkins University and a master’s degree in national security from Georgetown University.