In our annual curtain raiser, and in a year of elections, regional conflicts and Taylor Swift, Troy will share his thoughts on the US macro economic outlook, inflation, the labor market and the impact these and other external forces have for those financing aviation.

Troy Ludtka

Senior US Economist, SMBC

Leaders from the leasing community discuss the big issues of the day affecting long term strategies, identifying where the next opportunities are and what hurdles are in the way.

Kevin Milligan

CEO, Crestone Air Partners

Michael Inglese

CEO and Member of the Board, Aircastle

Jeff Lewis

CEO, Hanwha Aviation

Jared Ailstock

Managing Partner, AIP Capital

Jeff Craine

CFO, SkyWorks Leasing

Christian Schloemann

Managing Director, GOAL Aircraft Leasing

Moderator

Joe O'Mara

Head of Aviation Finance, KPMG Ireland

Lawyers compete to share their Insights for lessors and investors: Counsel gives two awards 1) likely to impact most lessors  2) most potentially costly issue

Josh Forman

Partner, Milbank

Jonathan C Goldstein

Partner, Baker Botts

Moderator

Sruti Prakash

EVP & General Counsel, Jackson Square Aviation

More investors  are targeting engine and end-of-life assets but how easy is the market to enter and what are the common problems for investors dealing with this segment of the market?

• High risk and technical – how easily can investors approach end-of-life aircraft investments and what are realistic volumes for investors?
• Are investors exploring the aviation parts supply process?

Simon Goodson

CEO, AerFin

Ed Connolly

Head of Capital Markets & Treasury, Engine Lease Finance Corporation

Ben Hughes

Chief Strategy Officer, Rolls-Royce PF

Dave Beary

CRO, Shannon Engine Support (SES)

Moderator

Alex Vella

CEO, Magnetic Leasing

Are current market conditions resulting in a renewed appetite for investors and alt-finance managers to make their move?

• Is the market settling down now – what is the appetite for ‘traditional’ institutional investors who are re-entering the market vs opportunistic, agnostic managers?
• Is capital getting cheaper and diversifying the investor landscape?
• Who is partnering up with opportunistic funds to grow platforms?

Thomas De Angelis

Principal, KKR

David Brown

Managing Director, Oaktree

John Beekman

Chief Financial Officer, Griffin Global Asset Management

Jennifer Villa

Executive Director & Group Head, Ashland Place Finance

Moderator

Alan O'Brien

Partner, Aviation Finance Strategy and Transactions Leader, EY Ireland

3 interest rate scenarios are put to panelists who explain the likely impact on trading.

Peter Blakeney

Managing Director, Arena Aviation Capital

Cian Coakley

Head of Aircraft & Asset Management Origination, ORIX Aviation

Murrough Murnaghan

VP Trading, Aergo Capital

Damon Connery

Chief Commercial Officer, FPG Amentum

Moderator

David McCaffrey

Partner, Aviation Finance and Leasing Industry Leader, Deloitte Ireland

• SLB / PDP – comparisons with lessors, what types of deals are won by the banks vs. lessors. 
• Alternative capital providers – how do traditional lenders view them?
• There has been an uptick in capital markets activity. What is the role of bank financing in a better-functioning capital markets landscape?
• Risk in the roundassessment – currency, deliveries etc – what’s most affecting lending decisions and rates?
• What is the role of bank financing to capital markets?
• Airline balance sheets; is it all in the name? Credits vs asset values
• Asian banks are returning to aviation – what does this mean for the wider banking sector?
• Elephants in the room?

Matheus Piorino

Head of Customer Finance - North America, Embraer

Benoist de Vimal

Managing Director - Head of Origination Aviation for the Americas, MUFG

Yevgenia Levitin

Managing Director, Head of Aviation, Natixis

Arnaud Drapeau

Head of Aviation Finance, Americas, Societe Generale

Moderator

Anna Andreeva

Partner, White & Case

What factors are affecting airlines ability to raise capital, and where are the opportunities for investors:

• Managing network capacity – too many aircraft, or not enough?
• What/How are fleet management teams dealing with the unknown – OEMs, pilot costs and training?
• How to raise money when you can’t spend?
• Is the low cost model a thing of the past?
• Aircraft values – where’s the sweet spot? Are LR/XLRs the way forward?
• Tapping into the North-South corridor; are airlines from the US and non-US competitive profit makers – costs vs passenger loyalty vs volumes

Bill Trousdale

VP of Finance, Fleet and Treasury, Sun Country Airlines

Dmitry Kopylov

Vice President, Strategic Sourcing and Fleet, JetBlue

Rob Palmer

EVP & CFO , Porter Airlines

Moderator

Joost Gieskes

Senior Vice President, Americas, Avolon

ABS structural changes, what is the true appetite for Aircraft loans vs leases, old vs new aircraft,  realistic deal flow, and the impact on trading.

Greg Chianetta

Managing Director, Kroll

Patrick Mahoney

Head of Aviation Capital Markets, Castlelake

Ben Millard

Director, SMBC

Ian Flood

Director, Deutsche Bank

Moderator

Kevin MacLeod

Shareholder, Head of New York Capital Markets Group, Vedder Price