Preliminary Agenda

For information about attending, speaking or sponsoring the 21st Annual Commercial Aviation Industry Suppliers Conference - Europecontact Joanna Speed or call +1-310-857-7691.

 

Tuesday - September 15, 2020


15:00 CET / 9:00 EDT
Welcome Address and Introductions 
Joanna Speed, Managing Director, A&D and SpeedNews Conferences


SESSION ONE: RESETTING THE ECOSYSTEM
The view at the top has changed. The industry is flying below the horizon due to COVID-19. This session will provide an overview and outlook of the market and explore opportunities in the commercial aviation industry.

Part One: Moderated by Joanna Speed, Managing Director, A&D and SpeedNews Conferences

15:05-15:20
AIRBUS
How Airbus Will Navigate COVID-19
Bob Lange, Senior Vice President, Head, Business Analysis & Market Forecast

15:20-15:35
AERODYNAMIC ADVISORY
How COVID-19 will Reshape the Aerospace Ecosystem
Dr. Kevin Michaels, Managing Director 

15:35-15:55
Discussion and Questions 

15:55-16:05
Virtual Networking and Refresher Break
Sponsored by CFM International

Part Two: Moderated by David Stewart, Partner, Oliver Wyman 

16:05-16:20
ICF
An Airline View 
Kata Cserep, Global Managing Director, Aviation 

16:20-16:35
CTAIRA
Looking Beyond the Abyss - Perspectives on The Likely Future Shape, Size and Profitability of The Airline Industry, and The Consequences 
Chris Tarry, Chief Executive Officer  

16:35-16:50
Discussion and Questions

16:50-17:00
Virtual Networking and Refresher Break
Sponsored by CFM International

SESSION TWO: MARKET AND TECHNOLOGY DRIVERS FROM AN OEM PERSPECTIVE

The COVID-19 pandemic will bring unprecedented change to commercial aerospace. As the market rebuilds itself, new product road maps, technologies, supply chain strategies, and aftermarket services will be rolled out. This session will spotlight these changes, opportunities and challenges for stakeholders.

Part One: Moderated by Jerry Lundquist, Managing Director, The Lundquist Group

17:00-17:35
AIRBUS – Joaquín Toro-Prieto, Head of Market Analytics & Messaging
BOEING COMMERCIAL AIRPLANES – Jacki Konesky, Managing Director, Product Marketing & Analysis
BOFA SECURITIES – Dr. Ronald J. Epstein, Managing Director, A&D Global Research
EMBRAER – Rodrigo Silva e Souza, Head of Marketing & Strategy - Commercial Aviation


17:35-17:50
Discussion and Questions

17:50-18:00
Virtual Networking and Refresher Break
Sponsored by CFM International

Part Two: Moderated by Dr. Kevin Michaels, Managing Director, AeroDynamic Advisory

18:00-18:30
CFM INTERNATIONAL - Sandrine Lacorre, General Manager, Product Marketing 
PRATT & WHITNEY - Paul Finklestein, Vice President, Product Marketing
ROLLS-ROYCE - Peter Johnston, Vice President, Customers - Airbus 

18:30-18:45
Discussion and Questions

End of First Day

 

 




Wednesday - September 16, 2020

15:00 CET / 9:00 EDT
Introductions 
Joanna Speed, Managing Director, A&D and SpeedNews Conferences

SESSION THREE: AIRCRAFT PRODUCTION AND DELIVERY FORECASTS
With expectations of excess capacity of 4-5,000 aircraft at the end of 2021 due to COVID-19, the usual supply/demand balance is out of kilter and aircraft production and delivery forecasts have changed. This session will explore the impact of societal change on demand and how the industry may manage both the near/medium term lack of demand for new aircraft and the longer-term recovery.

Moderated by Charles Armitage, Director & Head of European A&D Equity Research, Citibank

15:00-15:30
AIRBUS - Andrew Gordon, Director, Strategic Marketing & Analysis 
BOEING COMMERCIAL AIRPLANES - Wendy R. Sowers, Director, Market Forecasting 
Discussions and Questions

15:30-15:40
Virtual Networking and Refresher Break
Sponsored by CFM International

15:40-16:10
ROLLS-ROYCE - Stephen Burnside, Market Analysis Executive – Airlines 
SAFRAN AIRCRAFT ENGINES - Alexandre Lang, General Manager, Market Studies, Forecasts & Research, Civil Aviation
Discussion and Questions 

16:10-16:20
Virtual Networking and Refresher Break
Sponsored by CFM International


SESSION FOUR: THE SUPPLY CHAIN
With the sudden onset of COVID-induced lockdowns, restrictions on and steep reductions in airline traffic, and the ensuing cutbacks in aircraft production, aerospace suppliers are facing significant challenges. This session will examine these challenges, the nuances of the disruption discernable today and the paths that lie ahead tomorrow. 

Moderated by Peter C. Zimm, Principal, Charles Edwards Management Consulting 

16:20-16:35
COUNTERPOINT MARKET INTELLIGENCE
Insourcing vs. Outsourcing in the Post-COVID-19 Downturn 
Richard Apps, Director 

16:35-16:50
CANACCORD GENUITY
Structural Market Shifts as a Result of COVID-19 and Supplier Market Position
Kenneth "Ken" Herbert, Managing Director

16:50-17:05
CHARLES EDWARDS MANAGEMENT CONSULTING
A Supply Chain Perspective: Is it Really Different This Time?
Cliff Collier, Principal

17:05-17:20
Discussion and Questions

17:20-17:30
Virtual Networking and Refresher Break
Sponsored by CFM International


SESSION FIVE: THE ENVIRONMENT AND TRAVEL CONCERNS
The upheaval of COVID-19 has released a storm dismantling parts of our industry, society, and economy, but it has also had a huge impact on the environment and travel. This session will examine the moves by the industry to reduce its environmental impact, as well as how this links to changing travel preferences, and what may reignite travel demand.

Moderated by Joanna Speed, Managing Director, A&D and SpeedNews Conferences 

17:30-17:45
ROLAND BERGER
Environmental Concerns: More Pressure or Less on Aerospace in a Post-COVID World?
Robert Thomson, Managing Partner 

17:45-18:00
OLIVER WYMAN
Global Travel Sentiment 
David Stewart, Partner

18:00-18:10
Discussion and Questions

18:10-18:15
Closing Remarks – Joanna Speed

Drawing for PacMin Aircraft Model – must be present online to win!

End of Second Day