3rd Annual Aerospace Metals Conference

Simon Pickup is Director of Business Operations and Analysis at Airbus Americas Sales, Inc.

Mr Pickup joined Airbus in 1988 and spent the first half of his career as a Toulouse based Customer Marketing Manager. He transferred to the USA in 1995 and was promoted to Airline Marketing Director. He has gained over 16 years of experience in the marketing process – primarily assisting airlines in their analyses of aircraft performance, economics and fleet planning. In his latest role since 2004, Mr Pickup liaises with Airbus' Toulouse headquarters on market planning, research and analysis matters.

In addition to his internal functions, Mr Pickup has also represented Airbus Americas at a variety of external finance, supplier and valuation conferences in the USA and Canada. His economic and product knowledge allows him to demonstrate the value added benefits and positive attributes of the Airbus family of aircraft to a variety of audiences.

He holds a Bachelor's degree from Leeds University and a Master's degree in Air Transport Management from Cranfield University - both in the United Kingdom.

Kevin Michaels, AeroStrategy LLC partner and co-founder, has 23 years of industry experience and has conducted consulting engagements for leading aviation and aerospace companies across the globe. He has expertise in the aerospace original equipment manufacturer and maintenance, repair and overhaul sectors, strategic planning and industrial marketing. Previously a principal with The Canaan Group and director of strategic development with Rockwell Collins Government Systems, Michaels began his career as a project engineer with Williams International.

He holds a bachelor of science degree in aerospace engineering and a master of business administration degree from the University of Michigan, as well as master of science and doctor of philosophy degrees in international relations from the London School of Economics. He manages the AeroStrategy North American office in Ann Arbor, Mich.

As the Senior Manager of Market Analysis, Michael Warner leads the team developing Boeing’s long-term view of the airline market. In addition, Warner is responsible for Boeing’s annual publication, the Current Market Outlook, which describes the long-term demand for air travel and the resulting demand for new aircraft.

Warner joined Boeing’s marketing department in 1998 and most recently served in the Product Marketing role, presenting the value of Boeing products and services to airline customers, leasing companies and media. Prior to his roles in marketing, he spent five years in the engineering department supporting the design and certification of new Boeing airplanes including

the 777.

Warner received a Bachelor of Science degree in Aeronautical Engineering from the University of Michigan, a Masters of Science in Aeronautical Engineering from Stanford University, and a Master’s in Business Administration from Seattle University.

Warner is married and has three young children. His outside interests include tennis, windsurfing and coaching his kid’s baseball and soccer

Markus Moll is a Mechanical Engineer with a Masters Degree in Business Economics from the University of Innsbruck. He spent four years in marketing and sales at PLANSEE, a world market leader in refractory metals (Molybdenum, Tungsten, Tantalum). He also spent five years as a market analyst with a German market research firm emphasizing on stainless steel long products and nickelalloys. Since mid-1994, Mr. Moll has been Managing Director and Senior Market Analyst with SMR-Steel & Metals Market Research. SMR provides market intelligence in the form of single and multi client studies to the specialty steel industry in Europe, the USA and Asia. SMR currently employs twelve people and is located in Reutte county of Tyrol, the “Heart of the Austrian Alps.”

Lee Flower is Director, Marketing and Business Development at Haynes International, Inc., Kokomo, Indiana, USA. Mr. Flower has over 35 years experience in the superalloy industry, and his current focus is on market development activities for Haynes high-temperature and corrosion-resistant wrought nickel and cobalt based alloys in the aerospace, gas turbine, chemical processing, and power industries and in key emerging technologies for the future.

Mr. Flower joined Haynes International in 2000 following a career at alloy producer Inco Alloys International (now Special Metals Corporation). Mr. Flower’s experience includes management positions in marketing, sales, and manufacturing related to wrought nickel and cobalt based alloys.

Mr. Flower received his MBA from the Kellogg Graduate School of Management at Northwestern University and his BS in Metallurgy from the Case School of Engineering at Case Western Reserve University.

Dan Hennessy joined Latrobe Specialty Steel Company in 1989 as a Metallurgical Specialist at the Melt Operations. He has since served as a Process Metallurgical Specialist for Aerospace Steels, as Business Manager – Aerospace Steel and as Manager of Quality and Technology. In 1999, Mr. Hennessy was named General Manager – Primary Operations and Technology, and in January 2001 Dan was promoted to Vice President – Manufacturing. In his current role of Senior Vice President Manufacturing Division, since January 2009, Dan is responsible for all operations from melting to shipping, maintenance, steel mill engineer, technology and supply chain activities for Latrobe Specialty Steel’s Manufacturing Division.

Dan began his career in 1982 with The Timken Company in various roles in research and operations. He holds bachelor’s and master’s degrees in Materials Engineering from Rensselaer Polytechnic Institute.

Gregory McClain has spent 35 years in the metals and mining industries. Mr. McClain earned a Bachelor’s Degree in Metallurgical Engineering and a Master’s Degree in Engineering Management both from the University of Missouri at Rolla (formerly known as the Missouri School of Mines and Metallurgy).

Work history and experience includes involvement in steel melting, refining, heat treating, machining and testing of alloys ranging from plain carbon through vacuum melted superalloy compositions. In addition the author has enjoyed the opportunity to design and develop alloys for super corrosion resistance and specialty applications including the alloy composition for the space shuttle main engine. The author has spent the majority of his career in commercial positions responsible for the sales and marketing of mining production ranging from copper, zinc, lead, precious metals and most recently molybdenum.

The majority of the author’s mining experience has been with the Doe Run Resources Company and has culminated with his current position as Vice President of Business Development, Sales and Marketing for Gneral Moly, Inc.

Bill Bihlman is an Associate Consultant in AeroStrategy’s North American office in Ann Arbor, Michigan. He has seven years of aerospace experience, and was Project Engineer at Raytheon Aircraft before returning to graduate school. Prior to joining AeroStrategy, Bill was Manager of Planning and Analysis at the Conrad Hilton Resort, Punta del Este, Uruguay, which involved both extensive marketing and finance roles.

Bill holds BS and MS degrees in Mechanical Engineering from Purdue University, and MBA and MPA degrees from Cornell University. Bill also speaks Spanish fluently.

Money & Politics Editor, KDKA-TV

Columnist, Pittsburgh Business Times

Contributor, Pittsburgh Magazine

Adjunct Professor of Public Policy & Politics, Carnegie Mellon University’s Heinz School

Think of a well-recognized, award-winning analyst in Pennsylvania who combines years of “inside experience” on Capitol Hill with the perspective of the private sector and life outside the Washington Beltway, and one name leads the list: Jon Delano.

After 14 years on Capitol Hill in Washington and about the same number of years on local television, Jon Delano has developed a solid reputation as the guy in Pennsylvania to turn to for even-handed on-air analysis of political and governmental events and for a quick quip or sound bite on what exactly it all means to the average citizen. A political analyst for KDKA-TV (CBS) since 1994, Jon became the station's first Money & Politics Editor in September 2001. In addition to daily reporting on government, politics, and economic issues, he also hosts a Sunday morning public affairs program called “The Sunday Business Page.”

As one of Pennsylvania's respected commentators, Jon is recognized for his ability to analyze complex issues and make them understandable to any audience. Having worked in both government and the private business world, practiced law, reported on radio and television, written extensively, and taught at the graduate school level, Jon's combined experiences allow him to speak with some authority about governmental, political, and economic issues.

Jon reported from both the Republican and Democratic presidential conventions in 1996, 2000, and 2004. At the two 2004 conventions, Jon and his photographer wrote and produced 36 different TV stories in ten days. Already this year he has had several one-on-one TV interviews with the presidential candidates.

A trial lawyer by training, Jon worked behind the scenes as chief of staff to former Congressman Doug Walgren, serving as president of the U.S. House Chiefs of Staff Association in the mid-1980s. His firsthand Washington experience led to his appointment in 1995 as an adjunct professor of politics and public policy at Carnegie Mellon University's H. John Heinz School of Public Policy & Management. His graduate school courses include such topics as money and politics, legislative policy making, public policy implementation, media and public policy, and campaign management. Jon also writes a monthly column for the Pittsburgh Business Times and is a contributing writer to Pittsburgh Magazine.

In 2003, Jon was presented the “Good Government Award” from the League of Women Voters of Greater Pittsburgh for his work in helping the public understand governmental issues. In 2007, he won the Small Business Journalist Champion of the Year Award from the U.S. Small Business Administration. He has won two Golden Quill awards, two Robert L. Vann awards from the Pittsburgh Black Media Federation, a Matrix honorable mention from the Women in Communications, and the Clarity Award from the Pennsylvania Bar Association for being a lawyer who can write in plain English.

Jon is recognized statewide as a frequent guest on Pennsylvania Cable Network’s “Journalists Roundtable,” and is heard often on KDKA Radio, the nation’s first station to broadcast election returns in the 1920 presidential race. He appears frequently on Marty Griffin’s talk show on KDKA Radio, and he was also heard every Friday morning on WPTT Radio with Lynn Cullen in a segment called “The Political Grapevine with Jon Delano.”

A graduate of Leadership Pittsburgh (Year V), Jon is a frequent lecturer to subsequent classes. Jon’s law colleagues have elected him three times to the Board of Governors of the Allegheny County Bar Association (1999, 2002, and 2007). He has served on many non-profit boards and is currently on the board of directors of the Magee Womens Hospital Research Institute. He is also active in his church as a lay Eucharistic minister and serves on its governing board.

Jon moderates and facilitates seminars, candidate debates, and programs and speaks on governmental and political issues to many civic, business, and labor groups. His reputation as an even-handed, non-partisan political analyst has led to his selection as a moderator and panelist for many candidate debates, including statewide debates between Ed Rendell and Lynn Swann (PA Governor, 2006), Ed Rendell, Mike Fisher, and Bob Casey (PA Governor, 2002), Bob Casey and Rick Santorum (U.S. Senate, 2006), and Rick Santorum and Ron Klink (U.S. Senate, 2000) and local debates for Mayor of Pittsburgh, Congress, and the PA General Assembly.

A Phi Beta Kappa graduate of Haverford College and the University of Pennsylvania Law School, Jon and his wife Jane and their two children live in the suburbs of Pittsburgh.

Fred Elliott

Aerospace Team Leader (Acting)

U.S. Department of Commerce

Fred Elliott is an International Trade Specialist specializing in the aerospace industry. He is employed by the International Trade Administration, a bureau of the U.S. Department of Commerce. He analyzes economic and business trends in the aerospace industry, recommends U.S. international trade and economic policies, and participates in negotiations with other countries aimed at promoting U.S. commercial interests in the aerospace sector. He and his staff have coordinated aerospace trade policy with the governments of France, Germany, the United Kingdom, Italy, the European Union, Canada, Japan, China, Russia, and Brazil.

Mr. Elliott has been with the International Trade Administration for 30 years, serving in various capacities. He has been associated with the aerospace industry since 1995.

Stephanie M. Andrews is a Principal in the Metals Practice at Charles River Associates. Ms. Andrews has 20 years of consulting experience analyzing the supply, demand, and intermaterial competition within the metals and materials markets. She is a specialist in demand-side analysis related to new market development, acquisition analysis, and corporate benchmarking, with extensive experience designing primary market research. She has experience across a broad spectrum of materials in a variety of global end use markets including carbon fiber composites, aluminum, stainless and carbon steel, molybdenum, and titanium.

Mr. Ulrich is a Principal with Allstreams LLC, a privately held market research and business development firm. As a business development professional with corporate experience in the chemical, material and financial industries, he provides clients help conducting research, providing strategic vision, implementing programs, managing development projects and creating new partnerships and alliances. Prior to Allstreams, he was responsible for business development at Cytec Engineered Materials where he led projects to transfer aerospace materials to new industries and managed new product applications in the aerospace market. Prior to joining Cytec, he founded WSP Chemicals and Technology to research, develop and manufacture innovative water soluble polymers for use in the cosmetics, paper, oilfield and water treatment markets. Prior to WSP, he was responsible for strategic planning at Calgon Corporation with profit and loss responsibility for the specialty biocides and polymer product lines. Mr. Ulrich received a Bachelor of Arts from UC Santa Barbara and an MSIA from Carnegie Mellon University.

Kevin Michaels, AeroStrategy LLC partner and co-founder, has 23 years of industry experience and has conducted consulting engagements for leading aviation and aerospace companies across the globe. He has expertise in the aerospace original equipment manufacturer and maintenance, repair and overhaul sectors, strategic planning and industrial marketing. Previously a principal with The Canaan Group and director of strategic development with Rockwell Collins Government Systems, Michaels began his career as a project engineer with Williams International.

He holds a bachelor of science degree in aerospace engineering and a master of business administration degree from the University of Michigan, as well as master of science and doctor of philosophy degrees in international relations from the London School of Economics. He manages the AeroStrategy North American office in Ann Arbor, Mich.

Keith Harvey Bio

Graduated West Virginia University in 1981 with Bachelor Science in Industrial Engineering

Joined Kaiser Aluminum as an Industrial Engineer @ the Ravenswood Sheet & Plate facility in Ravenswood, WV (now owned by Alcan).

Worked in various capacities as plant and field engineer and later moved into various Outside Sales positions through 1991.

Named Sales & Marketing Mgr. of Rod & Bar products in 1994 @ Kaiser’s Tennalum Plant in Jackson, Tn.

In 1997 was named Vice President Sales & Marketing Rod, Bar & Tube products for Kaiser Aluminum’s Engineered Products Division.

In 1998 named Vice President Sales & Marketing, Distribution & Aerospace for Kaiser Aluminum Engineered Products.

Appointed Vice President Sales & Marketing, Distribution & Aerospace in August, 2001 for all Kaiser Aluminum Fabricated Products.

Married for 25 years to wife Cynthia with three children (Jacob, Gabrielle & Grace) & currently resides in Greensboro, NC.

Global Marketing Director, Aerospace & Defense

Alcoa Global FRP

Mr. Morales is responsible for development and execution of business strategy for Alcoa Global Flat Rolled Products in Aerospace and Defense markets.

Mr. Morales joined Alcoa in 1979 as a metallurgist in the Wire Rod & Bar facility in Massena New York. Assignments in casting and fabricating metallurgy led to Application Engineering positions focused on strategic product development and new product growth for the Wire Rod and Bar Division and subsequently for Flat Rolled Products, based in Davenport Iowa. Formal assignments in the commercial arena followed with regional and specialist Sales positions for North American Flat Rolled Products. He has gained 10 years of aerospace marketing experience in Aerospace Product Manager and the current Global Marketing Director – Aerospace and Defense position for Alcoa.

He holds a Bachelor of Science degree in Materials Engineering from Rensselaer Polytechnic Institute and an MBA from the University of Phoenix.

O'Carroll is a Metals Equity Analyst at Davenport & Co. Equity. His research coverage includes aluminum, steel, and specialty metals companies. O'Carroll is the author of The O’Carroll Aluminum Bulletin, a subscription-based research service that is distributed to producers, metal traders, end users, distributors, and others.

Previous Positions

Metals Equity Analyst & Chief Economist, BB&T Capital Markets from August 1997 through November 2005.

Corporate Economist, Reynolds Metals Company for 19 years. Functions included:

• Macroeconomic, aluminum industry, & commodity analysis

• Strategic planning & corporate development

• Author of Economic Comments

• Member of Reynolds’ Commodity Hedging Committee

Education

• Undergraduate & Graduate degrees at North Carolina State University

• Chartered Financial Analyst (CFA) (1996)

Jeffry L. Melville is a Procurement Agent with the Supplier Management Group specifically responsible for the 777 Financial Planning at Boeing Company (BCA), Everett Washington.

His background encompasses over twenty years in investment and economic analysis, business development, financial management, procurement, and strategic development.

Melville began his career at Arthur Andersen & Co in the mid 80's. He has also held positions at Weyerhauser and Kennedy Associates Real Advisors.

Melville received MBA and BA, Economics, from University of Colorado, while also attending the Colorado School of Mines. Professional designations include CPA and CFA.

Bill Bihlman is an Associate Consultant in AeroStrategy’s North American office in Ann Arbor, Michigan. He has seven years of aerospace experience, and was Project Engineer at Raytheon Aircraft before returning to graduate school. Prior to joining AeroStrategy, Bill was Manager of Planning and Analysis at the Conrad Hilton Resort, Punta del Este, Uruguay, which involved both extensive marketing and finance roles.

Bill holds BS and MS degrees in Mechanical Engineering from Purdue University, and MBA and MPA degrees from Cornell University. Bill also speaks Spanish fluently.

After obtaining a science degree from the University of London, Judith Chegwidden completed three years of postgraduate research before joining Roskill in 1970. She has been a Director of Roskill Information Services Ltd since 1997 and became Managing Director in 2001.

Ms Chegwidden is a Member of The Institute of Materials, Minerals & Mining and of the Association of Mining Analysts (UK). Roskill is a corporate member of the International Titanium Association.

Her recent consultancy assignments include:

• A strategic review of the availability of titanium metal for an aerospace company

• An evaluation of the potential for a low cost titanium process for a major mining company

• A review of the global molybdenum market and price forecast for a flotation document

• A global overview of the vanadium pentoxide market with particular reference to new markets

She has written or edited Roskill's Reports on titanium metal, titanium minerals molybdenum, and vanadium.

Nicole Hoffman is a Senior Marketing Manager - New Engine Business for Pratt & Whitney Large Commercial Engines. In her role she is responsible for product marketing of the PurePowerTM PW1000G engine.

Nicole began her career at Pratt & Whitney as a repair development engineer in 1999. In 2000, she moved to Singapore and spent two and a half years at Turbine Overhaul Services, a joint venture with Pratt & Whitney, as a repair development engineering team leader. Upon returning from Singapore, she served as a Repair Operations manager for Hamilton Sundstrand Power Systems in San Diego, California. In 2005, she returned to Pratt & Whitney in East Hartford, CT where she was Airframe Integration Manager and Model Manager in the PW4000 Program Office. She joined the Marketing organization in April 2008.

Nicole has a bachelor’s degree in mechanical engineering from Vanderbilt University and is pursuing a master’s of business administration degree at the University of Connecticut.

Dag Johnsen is the Senior Manager for Systems Engineering, Continental Airlines

Johnsen holds a Bachelor of Science degree in Aerospace Engineering and is currently employed by Continental Airlines as a Senior Manager for Systems Engineering, a position he has held for the last 5 years. He is responsible for aircraft systems such as; Fuel, Flight Controls, Electrical, Pneumatic, Hydraulic, and Landing Gear.

Prior to this assignment he worked for 16 years as a Propulsion Engineer for Continental Airlines, responsible for GE Aircraft Engine programs such as; CF6 and GE90 as well as various Honeywell APU models.

He has participated in several industry efforts such as; Boeing B787 systems PDR (Preliminary Design Review) and CDR (Critical Design Review), Boeing B777 / GE90 MSG-3 (Maintenance Steering Group MSG-3) and development of Boeing’s MEDA (Maintenance Error Decision Aid). He has co-authored an industry paper on “Experience with the Electronic Oil Debris Monitoring System of GE90 Gas Turbine Engine on the Boeing 777 Aircraft” and presented Aircraft Condition Monitoring processes at various industry meetings and conferences. He also holds a FAA Private Pilot License.

Mr. Kirby began his career in 1980 as Sales Manager for Associated Metals & Minerals Corp., then the largest privately owned trading company in the world, marketing ferro alloys to the steel and foundry industries. The balance of the 80's Kirby was employed by F & S Alloys then F & S International in a variety of positions, all dealing with the trading of metals and alloys, both physical and exchange. In 1989 Kirby joined Steelmet, helping to manage their LA scrap blending facility, gaining knowledge of the growing recycling possibilities in the stainless and superalloy industries. Kirby re-joined F & S as VP of Business Development in 1993 until their closing in 1998, focusing on growing the Russian side of the business in metals, alloys and scrap. As a result of his experience on the supply side in Russia, and growing contacts in Asia, Kirby founded a partnership with Richard Bell in 1999 as Bell Metals, Inc, manufacturing and processing metal powders for the electronic industry, until re - entering the scrap industry first with Recycling Coordinators and now as Sales Manager of SOS Metals, since the beginning of 2008.

His wide experience in a number of metal related fields gives him a unique perspective on what today is considered a prime goal for many industrial companies - development of a comprehensive revert solution for their recyclable generations.

Gary is the Program Manager of Supply Chain Management for Northrop Grumman Information Systems, Civil Systems Division. Gary Marzec has 25 years of experience in the manufacturing and IT industry focusing on all aspects of the Supply Chain business. Gary was the chairman of the American Steel and Iron Institute (AISI) Outside Processing Committee for six years. His vision of linking the metals processing supply chain was the inspiration behind the design, development and implementation of the AISI sponsored SteelPartnerTM portal currently in use by metal companies throughout North America. He also is responsible for the design, development and deployment of NGC’s OpenTracTM systems, which are web-based, transaction driven systems that metal companies may use to run their entire business or manage their supply chain. The OpenTracTM Software as a Service (SaaS) concept is being employed by several major manufacturing customers throughout North America. Gary is an author of several supply chain management publications and considered an industry expert in the field.

Sunil Widge was appointed Sr. Vice President and Chief Technology Officer of Carpenter Technology Corporation in June 2007. Carpenter Technology Corporation (NYSE: CRS) produces and distributes specialty alloys, including stainless steel, titanium alloys, superalloys and various engineered products. Widge, a 31-year veteran of Carpenter, reports directly to Company Chief Executive Officer Anne Stevens.

In this position, Widge is responsible for leading process and product research and development in new material applications to meet customer and market needs, and for leading the expansion of Carpenter’s world renowned scientific capability in specialty alloy materials technology. Widge is responsible for technology strategy- assuring that technology guides and supports Carpenter’s strategy. Widge is also responsible for the promotion of Carpenter’s new products.

Previously, Widge served as Vice President for Business Development and Chief Technology Officer for the Specialty Alloys Operations of Carpenter.

Widge, who received a BS in Metallurgy from the College of Engineering in Poona, India, joined Carpenter Technology in June 1976 after receiving his MS in Metallurgy and Material Science from Lehigh University. He began as an assistant metallurgist in the High Temperature Alloy Operation and was promoted to positions of increasing responsibility in the years that followed, including Director of Research and Development, Vice President for Technology and Quality, and Vice President- Forged Bar Business Group and Technology.

Widge earned a Ph.D. in Metallurgy and Material Science from Lehigh University in 1985, and an MBA from the Wharton School of Business, University of Pennsylvania, in 1993. He is the holder of five U.S. patents. He also has held various leadership roles and committee memberships with the American Society of Metals, The Metallurgy Society, the Industrial Research Institute, and the Special Materials Processing Consortium.