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Dec 3, 2025

FTAI Aviation: Competitive Advantage & Opportunities

Former Engineering Director, FTAI Aviation
Partner Interview
FTAI AviationUSLarge CapAARMTU Aero EnginesSafranGE AerospaceStandardAeroScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 12, 2025

FTAI Aviation: Module Swaps vs CFM’s Locked Ecosystem

Former Chief Engineer at GE Aerospace
Partner Interview
FTAI AviationUSLarge CapGE AerospaceRolls-RoyceChromalloyDeutsche LufthansaStandardAeroThe BoeingAirbusSafranRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Oct 5, 2025

StandardAero: Engine OEM Agreements & Component Repair

Former VP at StandardAero
IP Icon
IP Interview
StandardAeroUSMid CapFTAI AviationSafranGE AerospaceRTXScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Aug 12, 2025

Boeing, Aviall, & Aero Component Distribution

Former Product Line Manager at Aviall, Boeing Distribution Services
IP Icon
IP Interview
The BoeingHEICOAirbusSafranGE AerospaceStandardAeroThe BoeingHEICOAirbusSafranGE AerospaceStandardAeroProcess PowerSwitching CostsScale EconomiesMission Critical Products & ServicesSerial AcquirerOEMs w/ Installed BaseIndustrials
Jul 30, 2025

FTAI vs Independent Mid-Life Engine MRO Shops

Former Sales and MRO Director at Safran and TurbineAero
IP Icon
IP Interview
FTAI AviationUSLarge CapSafranStandardAeroMTU Aero EnginesGE AerospaceScale EconomiesSwitching CostsProcess PowerPhysical Infra & NetworksLow Cost OperatorsOEMs w/ Installed BaseMission Critical Products & ServicesIndustrials
Jul 5, 2025

GE Aerospace: CFM56 vs LEAP and COMAC Disruption Risk

Former Chief Engineer at GE Aerospace
IP Icon
IP Interview
StandardAeroGE AerospaceSafranFTAI AviationMTU Aero EnginesStandardAeroGE AerospaceSafranFTAI AviationMTU Aero EnginesScale EconomiesSwitching CostsProcess PowerMission Critical Products & ServicesOEMs w/ Installed BasePhysical Infra & NetworksLow Cost OperatorsIndustrials
Jun 27, 2023

HEICO: Wencor Acquisition

Former President at Wencor
Partner Interview
HEICOUSLarge CapWencorLockheed MartinRTXMTU Aero EnginesStandardAeroHoneywellScale EconomiesSwitching CostsOEMs w/ Installed BaseMission Critical Products & ServicesSerial AcquirerHealth CareIndustrials

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