Inside the Cockpit: Navigating Aerospace & Defense Markets with LtCol Tony Bancroft, USMCR

Mobile World Congress (MWC) Barcelona 2025

About this Podcast

This webinar was recorded live on August 6, 2025 at 11am ET.Tune in for a dynamic conversation with Lieutenant Colonel Tony Bancroft, USMCR, former F/A-18 fighter pilot and Portfolio Manager of the Gabelli Commercial Aerospace and Defense ETF (GCAD), moderated by Miles McQuillen, Assistant Vice President at Gabelli. In this webinar, we explore the opportunities taking shape across the dynamic aerospace and defense landscape. From Tony’s unique journey as a former fighter pilot, to his perspective today managing investments in this critical sector, he covers:• Why Aerospace & Defense now? Tailwinds from global security dynamics and commercial aviation recovery.• Tony’s investment process: how ideas transition from research screens to portfolio positions.• Recent market moves: what’s driving returns, where risks may be underappreciated.• Case studies from current holdings — the business models, secular growth stories, and defense contracts underpinning the fund.• Behind the fund: lessons from the cockpit to Wall Street.To learn more about Gabelli Funds’ fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com.Connect with Gabelli Funds:• X – https://x.com/InvestGabelli• Instagram – https://www.instagram.com/investgabelli/ • Facebook – https://www.facebook.com/InvestGabelli • LinkedIn – https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

More Episodes

Flowserve Corporation – Amy Schwetz (SVP & CFO) -36th Gabelli Pump, Valve, & Water Systems Symposium

Landis+Gyr Group AG – Peter Mainz (CEO), Christian Waelti (Head of IR and Corporate Communications)

Graco Inc – David Lowe (CFO & Treasurer), John Bower (Director of Investor Relations, Finance, FP&A)

Watts Water Technologies Inc – Robert Pagano, Jr (President, CEO), Diane McClintock (CFO)

Opening Remarks from the Gabelli Leadership Team – 36th Pump, Valve, & Water Systems Symposium

EXTRA INNINGS – Beyond the Scoreboard: Investing in the Sports Economy

Beyond the Scoreboard: Investing in the Sports Economy – Webinar with the PM of the GOLS ETF