Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

Study Group: Airline and Aerospace Industry Experts: GLG Leaders and Scholars

Council Members in this Study Group: 610

This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.

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Leading Experts in this Study Group

David Faulkner, President, Decisive Management Professionals International (DMPI), LLCDavid Faulkner

President
Decisive Management Professionals International (DMPI), LLC
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

David Faulkner is the Founder and President of Decisive Management Professionals International (DMPI); a defense consulting firm focused on solving Department of Defense (DOD) strategic and operational targeting issues, ranging from operational art and...

Doug McVitie, Founder & Chief Consultant, Arran AerospaceDoug McVitie

Founder & Chief Consultant
Arran Aerospace
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Doug McVitie is the Founder and Chief Consultant at Arran Aerospace, a firm providing consulting services in the aerospace and defense industry. Prior, Mr. McVitie was Director of Sales Intelligence at Airbus in Toulouse, France. He has spent 30 years...

Thomas Fagan, EVP, Stellar Services, IncThomas Fagan

EVP
Stellar Services, Inc
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Thomas Fagan is an Executive Vice President at Stellar Services, Inc. Mr. Fagan consults for companies such as Stellar Services and Robbins-Gioia, Program Management Companies specializing in DOD Acqusition & Logistics; Secureant, specializing in Secure...

Craig Cates

Consultant
CRAIG CATES
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Craig Cates is an independent consultant in the airlines and aerospace industry. Prior, Mr. Cates was General Manager of Supply Chain at Delta Airlines. He oversaw a supply chain budget of $500M and was responsible for sourcing raw materials, finished...

Richard Aboulafia, Vice President, Analysis, TEAL GROUP CORPORATIONRichard Aboulafia

Vice President, Analysis
TEAL GROUP CORPORATION
What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Richard Aboulafia is the Vice President of Analysis at Teal Group, a firm providing consulting services in the aerospace industry. Mr. Aboulafia is responsible for managing a team of experts who forecast aerospace markets including engines, electronics,...

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GLG NewsSM Analyses by this Study Group's Leading Experts(?)

Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.

energy management and who we think will win...

November 4, 2009

Analysis by:Les Burk, CFO,

Fort Irwin to build a 500 megawat solar farm | solar.coolerplanet.com

We know that GE's CEO has lunch 2X a week with the Brass in Washington... We know that GE has the most to gain or loose should they not get the contract to participate in this two billion dollar project. GE Infrastructure, GE Wind, GE... the list goes on and I am confident that all of the right people are talking to the right people. We think that understanding energy management and creating a system for open architecture prior to building the project is a must.

Recovery In Business Jet Demand - A Few Simple Truths

October 29, 2009

Business-Jet Demand Likely to Skid Before Regaining Lift | online.wsj.com

1) A brief historical review will show any casual observer that new jet deliveries lag wider economic recovery by some 12 months. 2) Demand heading into the current downturn was already dominated by international demand. 3) What most forecasts fail to highlight is who the winners will be as the business jet market recovers. Unlike prior cycles, some demand sources will be late to the party, and demand will not be evenly distributed across all OEMs and service providers.

Business Jet Recovery - The Road Ahead

October 28, 2009

Textron Barely Posts a Profit | online.wsj.com

The business jet cycle has certainly hit rock bottom, but will not show clear signs of recovery for at least six months. This recovery will be unique, in that there is significantly more competition, in virtually all major business aviation segments. As a result, understanding who will recover more quickly, and more sustainably, will require much more detailed analysis than before.

JAL is playing poker

October 24, 2009

JAL faces $8.8 billion excess debt if liquidated: source | www.reuters.com

The airline is in trouble, with what you would think is a weak hand. But it is inscrutable and playing a weak really well.

The 200 plane desire

October 14, 2009

Ryanair hopes to order 200 aircraft by year-end | www.reuters.com

Ryanair's loquacious leader is great for zingers.   His oft expressed desire for an effective doubling of the fleet has analysts pondering the decision process constantly.

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Members in this Study Group include these company types:

  • Consulting Firm (ei)
  • Passenger Airline (ei)
  • Aerospace Component Manufacturer (ei)
  • Academic / Think Tank Institution (ei)

Members in this Study Group often have these job titles:

  • President
  • Chief Executive Officer
  • Consultant
  • Owner
  • Principal
  • Director
  • Managing Director
  • Chief Financial Officer