Aecom Technology Corporation (ACM)

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AECOM (ACM)

2011 Financial Analyst Presentation

December 5, 2011 5:45 p.m. ET

Executives

John Dionisio - Chairman and Chief Executive Officer

Michael Burke - President

James Jaska - President, Americas and Government

Jane Chmielinski - Chief Operating Officer

Fred Werner - President, Corporate Development

Dan Tishman - Director/Vice Chairman

Steve Kadenacy - Chief Financial Officer

Presentation

Michael Burke

Welcome everyone. Thank you for joining us this evening. I’d like to cover a few of the housekeeping matters first here - the standard Safe Harbor disclosures. We will be broadcasting this through a webcast this evening. We will be discussing some forward looking statements and the rest of the disclosure statement is seen on the screen here.

During the course of the evening tonight, what we’d like to start off with is a management presentation for the first hour and 20 minutes. We will then serve dinner, and during dinner we would like to engage in a wide-open discussion and question and answer session, and the panel here will be available to take any questions you might have throughout dinner.

With that, I’d like to turn it over, for the intro, to John Dionisio, our chairman and chief executive officer.

John Dionisio

Thanks Mike. First of all, good evening everyone, and thank you for coming and joining us tonight. From AECOM’s perspective, tonight we have two purposes that we’d like to achieve. The first one is to give you confidence in our FY12 guidance and to align the industry analyst consensus with our guidance, so we all can be on the same page.

The second purpose of tonight is to give you more visibility and clarity in terms of the challenges we face, as well as the opportunities we have, and then to dive into the way we’re going to navigate through some of the challenges and also to discuss how we’re going to exploit some of the opportunities.

Tonight you’re not going to hear any more from myself. We’ll be very limited hearing from Mike, but what I wanted to do for you to hear from the people and the senior leadership of AECOM who are driving our business model around the globe.

Mike is going to give you a brief overview of 2011, maybe discuss some of the headwinds we had in 2011 and how we were able to navigate through them and still achieve our target in terms of our FY11 guidance and then he’s going to give you a brief look at FY12.

He’s then going to immediately turn it over to - and as you know Mike, by the way, is president of AECOM - we’re going to turn it over to Jim Jaska, and Jim, who is the president of the Americas and our government business, which the two of them constitute about 60% of AECOM’s business - is going to describe the opportunities that we see in both those markets.

He’s going to go into talking about the funding, what we see in terms of the federal budget as we think about the cuts that maybe will occur in FY13, and he’s going to discuss the opportunities that we see in the Americas, the Americas being the United States and Canada.

We’re then going to turn it over to Jane Chmielinski, who’s AECOM’s chief operating officer, and she’s going to go through what we see in the global arena, focusing on and discussing those opportunities we see in emerging markets, and where we’re making our investments. Because as we continue to look at AECOM, we continue to look at growth as a major driver, both organic growth as well as acquisitive growth, and probably the most significant growth opportunities are in places in the emerging markets.

Then we’re going to turn it over to Fred Werner, who is president of corporate development, and Fred is going to speak about looking at the global landscape and speak about what we see: investments that are being made by multinational clients. And he’s going to take a couple of examples, one in the mining industry as well as the sports industry, and discuss what we see as opportunities.

We’ll then turn it over to Dan Tishman. Dan Tishman is the vice chairman of AECOM. He is also a member of the board of directors. Dan’s going to speak to us about commercial markets. Also, by the way, this hotel was built by Tishman and Dan owns this hotel. So don’t say anything bad about this hotel please.

And then we’re going to turn it over to Steve Kadenacy, who’s our chief financial officer, and Steve is going to discuss our capital structure and also what our thoughts are in terms of alternatives and crisis scenarios that we’re putting together to anticipate bad things happening. Euro Zone - what happens if the Euro Zone collapses? Where do we stand and how do we prevent ourselves from getting sucked into that vortex.

And then Mike will wrap it up. And hopefully we’ll provide you visibility that you probably can’t get from an earnings call or other meetings, because we’re trying to give you this insight to help you make some good informed decisions in terms of, let’s be honest, recommending AECOM to investors, and for the investors here, to give you reassurance that you’ve made the right decisions.

Read the rest of this transcript for free on seekingalpha.com