Dr. Ronald Epstein is the Managing Director in Equity Research at Bank of America Merrill Lynch covering the aerospace and defense sector as well as multi-industrials with large aerospace components. Drawing on his a wealth of experience covering these sectors, Dr. Epstein joins us to discuss how the defense industry is responding to the challenge laid out by Gen CQ Brown to “go fast”, the extent to which companies are embracing digital engineering in response to the Air Force’s new e-Series initiative, and the impacts of COVID-19 on the aerospace industry, among other topics.
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