The Titanium Economy Podcast

Ayna
The Titanium Economy Podcast

The brains behind The Titanium Economy bring you this first-of its kind podcast series with esteemed leaders from across the industrial sector. These in-depth conversations lift the lid on how success is cultivated in The Titanium Economy. Hear their first-hand experiences, expertise, strategies, and more. Visit www.titaniumeconomy.com for more

  1. Episode 18: Dipti Vachani

    31 DE OUT.

    Episode 18: Dipti Vachani

    How is AI transforming the automotive industry, and what role do semiconductors play in this revolution? In this episode, Dipti Vachani, SVP and GM of Automotive at Arm talks aabout the transformative role of AI and semiconductor tech in the automotive industry with Nidhi Arora, VP of Business Development and Marketing at Ayna. Dipti shares how the low-power compute technology of Arm, originally developed for mobile phones, has revolutionized automotive, infrastructure, and IoT. She also highlights key partnerships across the automotive supply chain that are driving innovation in autonomous driving and vehicle safety.   Dipti Vachani is the senior vice president and general manager for the Automotive Line of Business at Arm. She previously held key roles at Texas Instruments and Intel, focusing on embedded computing solutions and low-power technologies that power modern tech. Dipti is also committed to empowering the next generation of women in tech.   Discussion Points Dipti Vachani discusses how Arm expanded from low-power computing in mobile phones to transforming industries like automotive, enabling advancements in autonomous driving and safety. Strategic partnerships are highlighted as key to driving innovation and maintaining Arm’s leadership in semiconductors. Dipti explains how AI is reshaping OEMs, tier-one suppliers, and semiconductor companies, revolutionizing data collection, simulation, and healthcare. Dipti shares her career journey from India to Arm, emphasizing her commitment to supporting women in tech. The strategic evolution of Arm over the last 30 years and its direction under CEO Rene Haas are discussed. Dipti offers insights on the future of AI, stressing the need for low-power technology to support sustainable AI growth and its broader industry impact.   For More Information Dipti Vachani LinkedIn Arm Titanium Economy Nidhi Arora LinkedIn

    29min
  2. Episode 17: Lee McChesney

    1 DE OUT.

    Episode 17: Lee McChesney

    How did MSA Safety's collaboration with Thomas Edison over a century ago pave the way for groundbreaking innovations in worker protection today? In this episode, Gaurav Batra talks with Lee McChesney, SVP & CFO of MSA Safety. Lee shares the 110-year journey of MSA, highlighting its shift from a product-focused to a solutions-driven company. He also discusses how technology, AI, and industry megatrends are helping MSA protect 40 million workers annually. Lee McChesney, SVP and CFO of MSA Safety, has nearly 30 years of experience in finance and leadership. Since joining MSA in 2022, he has applied his strategic expertise from previous roles at Stanley Black & Decker and United Technologies to drive value creation and operational success. Discussion Points Lee relates MSA Safety's 110-year legacy and mission, highlighting the company's focus areas: detection systems, fire services, and industrial PPE Technological innovations and leadership under CEO Steve Blanco have fortified MSA's mission Lee discusses the shift from a product-centric to a solutions-centric approach, leveraging AI and industry megatrends He shares insights from his career in finance and leadership. Diverse experiences, forward-thinking, and continuous evolution are what drive sustained growth Successful M&A requires disciplined strategy, thorough diligence, and core business stability. Integration and execution must involve the same teams to ensure cohesive outcomes   For More Information Lee McChesney LinkedIn MSA Gaurav Batra LinkedIn

    34min
  3. Episode 16: Lior Ron

    16 DE SET.

    Episode 16: Lior Ron

    Wondering about the future of emerging technology in logistics? Where do autonomous trucks and AI come into play? Gaurav Batra, President and CEO of Ayna speaks with Lior Ron, founder and CEO of Uber Freight, about the transformative power of technology on logistics. Lior shares how Uber Freight's digital-first approach uses advanced data science and vast shipper and carrier networks to streamline supply chains, enhance efficiency, and boost sustainability. He addresses key challenges with fragmentation and market transparency issues and highlights Uber Freight’s scalable tech-driven solutions and international footprint, including North America and the EU. Lior Ron has over 20 years of expertise in tech-driven solutions, has an impressive background including key roles at Google Maps and Motorola Mobility. As the leader of Uber Freight, he and the team are powering intelligent logistics, leveraging a suite of end-to-end logistics applications, managed services and an expansive carrier network to move the world’s goods. Discussion Points Uber Freight's focus on modernizing supply chain and how it leverages advanced data science. Solving customer pain points with technology and empowering customers with data Tackling industry fragmentation, eliminating empty miles, and elevating sustainability through a combination of innovative tools and industry expertise. Transforming traditional industries by collaborating with innovative people and partners, utilizing emerging tech, and building solid data foundations Uber Freight’s position as a transformative partner, leveraging tech and talent to optimize supply chains and expand its geological footprint.   For More Information Lior Ron LinkedIn Uber Freight Titanium Economy Gaurav Batra LinkedIn    Ayna's Website

    40min
  4. Episode 15: John Dyck

    16 DE AGO.

    Episode 15: John Dyck

    How can smart manufacturing revolutionize the U.S. industrial landscape, especially for smaller manufacturers struggling with a digital divide? In this episode, John Dyck, CEO of the Clean Energy Smart Manufacturing Innovation Institute (CESMII), shares his deep expertise in manufacturing, automation, and software. He's dedicated to reducing technical debt and promoting smart manufacturing technologies to boost U.S. manufacturing's competitiveness and sustainability. John brings extensive experience from his roles at Rockwell Automation, GE, and Mesa's board, where he tackled manufacturing complexities and technical challenges. At Rockwell, he advanced automation solutions, while at GE, he led data analytics and IoT initiatives. As CEO of CESMII since 2018, John is recognized globally for his insights into technology and business management.   Discussion Points John Dyck highlights CESMII's mission to boost U.S. manufacturing by reducing costs and complexity, especially for small manufacturers. CESMII's strategies include workforce development, technological methodologies, and a collaborative ecosystem to make smart manufacturing accessible and address technical debt. CESMII fosters collaboration across the manufacturing sector, utilizing federal mandates and partnerships with institutions like UCLA. The discussion covers CESMII's future role, focusing on influencing policymakers, being a key voice in manufacturing, and strengthening U.S. manufacturing through strategic collaboration.   For More Information John Dyck LinkedIn CESMII

    25min
  5. Episode 14: Mark Sheahan

    29 DE JUL.

    Episode 14: Mark Sheahan

    What does it take to stay ahead in the competitive industrial sector for nearly a century? In this episode Nidhi Arora welcomes Mark Sheahan, CEO of Graco, to discuss the company’s journey of innovation and resilience in the industrial sector. He shares insights on Graco's pioneering work in the automotive industry and the critical role of precision engineering in handling new materials. He emphasizes the importance of niche markets and continuous innovation to maintain a competitive edge. Mark has been with the company for nearly 30 years, holding various leadership roles before becoming CEO in June 2021. His career includes positions such as Chief Financial Officer, Vice President, and General Manager of the Applied Fluid Technologies Division, and Chief Administrative Officer. Prior to joining Graco, Mark was a Senior Tax Manager at KPMG. He holds degrees in Business and Law, bringing a wealth of expertise to his long-time role at Graco.   Discussion Points Innovation and Solutions: Graco innovates to solve complex manufacturing problems, enhancing productivity, quality, and cost-efficiency. Competitive Edge: Graco targets niche markets and emphasizes innovation, delivering high-quality, precise, customer-centric solutions. Automotive Involvement: Graco develops solutions for new materials and applications, including EV battery manufacturing. Risk Management: Graco maintains zero tolerance in risk management, focusing on cybersecurity, supply chain resilience, and regulatory compliance. COVID-19 Response: Graco balanced flexible work and family-oriented culture while adapting to supply chain disruptions and market changes. AI and Analytics: AI and data analytics enhance Graco's customer service and marketing, improving customer processes and decision-making.   For More Information Mark Sheahan LinkedIn Graco Ayna.AI Website

    25min
  6. Episode 13: Sara O'Rourke

    22 DE JUL.

    Episode 13: Sara O'Rourke

    In this episode Sara O'Rourke, Chief of Staff and Head of Operations for the CHIPS Investment Office chats with Nidhi Arora. She provides an in-depth analysis of the CHIPS and Science Act of 2022. Sara discusses the pivotal role of semiconductors in America's economic and national security and outlines the innovative strategies of the CHIPS program, which manages over $50 billion in federal investment to revitalize U.S. semiconductor manufacturing. Sara O’Rourke began her career with impactful work in education and women's economic empowerment in the Middle East, leading her to address significant challenges. At McKinsey, she spent nearly a decade driving financial and operational transformations for businesses and government agencies, co-founding the Center for Reinvesting in America to leverage federal investments in infrastructure, clean energy, and technology. Sara holds a bachelor's degree in social studies from Harvard and a master's in international affairs and finance from Johns Hopkins.   Discussion Points Sara discusses the CHIPS and Science Act of 2022, focusing on its impact on the U.S. semiconductor industry and the program's unique team approach to maximize federal investment. Investments in the semiconductor supply chain include major deals like Intel and Brookfield, and investments in companies such as Micron, Intel, TSMC, and Samsung. The CHIPS office is also supporting companies like Global Foundries and Microchip, and projects like advanced packaging with Lipsalix. The CHIPS office targets 20% leading-edge production in the U.S., emphasizing job creation and workforce challenges. The program follows milestone-based funding and private capital to encourage larger investments in semiconductor manufacturing. The CHIPS office's collaborative approach integrates policy experts, industry veterans, and intelligence professionals to advance U.S. semiconductor capabilities.   For More Information Sara O’Rourke LinkedIn Nidhi Arora LinkedIn

    24min
  7. Episode 12: Tom Ferguson

    1 DE JUL.

    Episode 12: Tom Ferguson

    Listen to an illuminating discussion with Tom Ferguson, the President and CEO of AZZ Inc. Tom chats with Connor Bradley and shares his insights on AZZ’s role in the infrastructure and construction sectors, driven by the data center market boom. The conversation also explores AZZ's strategic growth, including the 2022 acquisition of Precoat Metals, the impact of the IIJA and CHIPS Act, and innovations in metal manufacturing. Tom has been at the helm of AZZ for over a decade, and has propelled the company to prominence in the hot-dip galvanizing and coil-coating industry. Before AZZ, Tom spent nearly 25 years at FlowServe, where he held multiple leadership roles. Under his guidance, AZZ has seen substantial growth, including the strategic acquisition of Precoat Metals and a smooth CFO transition. Tom's expertise has been pivotal in driving AZZ's success in the infrastructure and construction sectors.   Discussion Points Tom Ferguson discusses his journey as CEO of AZZ Inc., highlighting the company's growth and strategic innovations in the galvanizing and coil-coating market. AZZ's CFO transition plan emphasizes leveraging internal talent for smooth leadership changes. The 2022 acquisition of Precoat Metals has strengthened AZZ's market position and growth. Prepainted metal's rising importance in construction and AZZ's expansion in distribution and data centers show innovation and growth. The discussion covers infrastructure investments from the IIJA and CHIPS Act, focusing on integrating these with existing systems for better efficiency.   For More Information Tom Ferguson LinkedIn AZZ Titanium Economy Website  Ayna.AI Website Connor Bradley

    18min
  8. Episode 11: Kelly Janzen

    13 DE JUN.

    Episode 11: Kelly Janzen

    Host Connor Bradley, Associate at Ayna, speaks with finance expert Kelly Janzen about the modern CFO role. Ms. Janzen, who has held leadership roles at GE Healthcare and Blue Links Corporation, highlights the need for CFOs to possess skills beyond finance, including operations and change management. She shares her experience in leading a strategic pivot during the pandemic, emphasizing the role of an innovative Investor Relations program in boosting financial stability and shareholder value. Kelly also talks about the importance of effective capital allocation, tax, and legal considerations for successful M&A activities. Kelly Janzen is currently serving as Executive in Residence at Fernweh Group. With a foundation in technical accounting, Kelly has a career that spans prestigious companies such as GE Healthcare, Westrock, and BlueLinx Corporation. Her journey from public accounting to strategic leadership in finance has equipped her to handle complex M&A deals and transform financial strategies. Kelly’s approach to the modern CFO role includes broadening skill sets to include finance and operations, emphasizing the importance of adapting and engaging with challenging projects to excel in dynamic financial landscapes.   Discussion Points Kelly Janzen's journey in the field of finance began with public accounting and moving up the ranks to hold Chief Financial Officer roles in various organizations. During the global pandemic, Kellys team shifted its focus to maintaining a just-in-time inventory system and specializing in specific products. A significant part of Kelly’s CFO role involves capital allocation and managing investor relations. Kelly shares her experiences hiring a consultant to work with banks and financial analysts and provides valuable insights on how to secure stock coverage. Janzen emphasizes the need for finance teams to focus on return on investment (ROI) and risk assessments when allocating capital. By doing so, they can ensure that every investment made contributes to the business's overall growth and success. Discussion on insights into the considerations that come into play during mergers and acquisitions. How tax rules and operational integration strategies are significant factors in these decisions.   For More Information Kelly Janzen LinkedInBook: The Titanium Economy

    32min

Sobre

The brains behind The Titanium Economy bring you this first-of its kind podcast series with esteemed leaders from across the industrial sector. These in-depth conversations lift the lid on how success is cultivated in The Titanium Economy. Hear their first-hand experiences, expertise, strategies, and more. Visit www.titaniumeconomy.com for more

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