GLG News by Brake and Friction Components Experts

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

For Faurecia, Other Suppliers, and OEM's, Emerging Markets are the Surest Bets

July 1, 2010

Faurecia Gets Stronger in China, Buys Stake in Key Partsmaker | europe.autonews.com

Automotive Suppliers and OEM's are expanding in market operations through added capacity and acquisitions in Mexico, China, India, and Russia. This is not only a strategy to be in emerging markets to be positioned for vehicle sale growth in those markets but also to create an export foundation and currency hedge for the long term.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Automotive Industry Consolidation and M&A Will Occur, But what are the Targets?

June 15, 2010

Faurecia, Valeo Plan Takeovers as Car-Parts M&A Looms | www.bloomberg.com

The article in Bloomberg suggests that automotive Tier suppliers will be goig through some consolidation, merger and acquisition, but what sort of companies would be of interest and what are the strategies? What are some of the predictors that will drive the analysis, from an industry standpoint.

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Tesla Motors Model S Faces Challenges

January 25, 2010

[USA] Telsa Secures $465M DOE Loan To Build $50,000 Electyric Cars In California | www.detnews.com

Tesla surprised the world with its innovative Roadster. It is a very different senerio, however, to build a car from scratch. The roadster started with a fully sorted Lotus platform. The S is a "clean sheet" of paper vehicle.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Hyundai Does To the Japanese OEM's, As They Did to US OEM's -What's Next?

January 7, 2010

Hyundai Smokes the Competition | money.cnn.com

Hyundai has come upon a winning formula that includes higher quality products based upon emulation of premium products, growing global presence, an expanding customer demographic, and a culture focus of quickness and agility.But can Chinese and Indian OEM's be too far behind?

Michael KowalskiConsultantMichael Kowalski What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Can Saab survive as an independent Automotive manufacturer?

December 21, 2009

Dutch automaker renews Saab bid | www.chicagotribune.com

Saab has been mismanaged under General Motors ownership. It hoped to capitalize on Saab's upscale European reputation and expand the Opel/Vauxhall product offering. This did not work. Later, GM tried to integrate the Saab products into its global vehicle architectures and powertrains. This undermined the unique product characteristics and alienated its loyal customers. Perhaps a non-automotive OEM can restore the Saab product line to its historical roots and make a success of the business.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Magna Will Find Better Targets for Their Attention and Their Cash

November 6, 2009

Magna Ends Hunt for Automaker, Eyes Suppliers | www.autonews.com

Magna may have risked alienating certain customers, especially in regards to component technology development, if they had succeeded with the Opel partial purchase.Magna is developing good partnerships in the growth segments of electronic, software, sensor, battery, and power management, so a growing interest in shopping for those suppliers that can be added to Magna's electronics or eletrical component product portfolio makes very good sense.

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Pre-Owned Certified Gaining Traction

September 20, 2009

Secondhand Luxury Helps BMW, Mercedes Dealers Lure U.S. Buye | www.bloomberg.com

BMW, Mercedes-Benz, Lexus and all are seeing a glut of pre-owned vehicles on the market. This is partially fueled by lease returns, but bank repos and early trade-ins due to high, unaffordable payments are a major contributor.

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Hybrid Wars - Toyota vs. Paice

September 8, 2009

Toyota Patent Trade Case May Threaten Hybrid Imports | www.bloomberg.com

The Hybrid Drive Wars have begun. Toyota, the global leader in hybrid technology and issued patents faces a litigation minded, technology development company led by experienced automotive professionals.

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Chrysler/Fiat to make Major New Product Decisions

September 2, 2009

Chrysler Said to Set Board Review of Models, Fiat Integration | www.bloomberg.com

Chrysler Group LLC is finalizing its next generation products and will present to its board in September. This is a very large challenge on many levels. Issues including CAFE Standards, new platforms, Fiat/Chrysler integration and production volume must be addressed.

Craig Carlson, CEO & Managing Director

Craig CarlsonCEO & Managing DirectorThe Carlson Group LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

GM Adjusts Production Reflecting Increased Demand

August 20, 2009

GM to Raise Vehicle Production | online.wsj.com

GM is increasing its production of certain vehicles and returning approximately 1500 people to work.

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