Cowen Group

Conferences

33rd Annual Aerospace/Defense Conference
The InterContinental Barclay, New York, New York
February 7-8, 2012.

Tuesday, February 7, 2012
Time (ET) Astor Room Whitney Room Manhattan Room
8:10 a.m. B/E Aerospace Mercury Computer Systems
8:55 a.m. Precision Castparts Corp. Huntington Ingalls Industries
9:40 a.m. Northrop Grumman Carpenter Technology Corporation Kaman
10:25 a.m. Panel:
Defense Budget Downturn:
How Deep Will the Cuts Be?
Dynamics Research Corporation
11:10 a.m. Rockwell Collins Booz Allen Hamilton OSI Systems
12:00 p.m. LUNCH
1:15 p.m. Panel:
Titanium:
How Steep An Upturn Lies Ahead?
KEYW Corporation XSMG World
2:00 p.m. ATK Route1
2:45 p.m. Panel:
Business Jet Market Trends:
When/Where Will An Upturn Come?
Kratos Defense & Security
3:30 p.m. Moog ManTech International Corporation
4:15 p.m. Panel:
M&A Opportunities:
Defense vs. Aerospace

Wednesday, February 8, 2012
Time (ET) Astor Room Whitney Room Manhattan Room
7:30 a.m. Panel:
Shareholder Activism:
Is It Coming to the A&D Sector?
8:10 a.m. L-3 Communications Holdings, Inc. RTI International Metals AAR Corp.
8:55 a.m. Speaker: Frank Kendall
Acting Under Secretary of Defense for Acquisition, Technology & Logistics
Allegheny Technologies CPI Aerostructures
9:40 a.m. EADS Astronics
10:25 a.m. United Technologies HEICO Corporation Orbit International
11:10 a.m. Panel:
Air Transport Leasing Market Trends:
Is There Enough Financing?
Embraer
12:00 p.m. LUNCH
1:15 p.m. The Boeing Company CACI International Ceradyne
2:00 p.m. Textron SAIC AerCap Holdings
2:45 p.m. Panel: IT Services – Are There Any Valid Growth Niches Left? Smith & Wesson Holding Corporation