Agenda

Main Agenda

Pick up your delegate pass, grab a coffee and get ready for the day!

Main Agenda

Participate in an exclusive workshop focusing on the trends, investment opportunities, and challenges in the Teardown and Used Serviceable Materials (USM) market.

This session has limited seating, and will be made available on a first-come, first-served basis, so be sure to grab your coffee and some breakfast and head down early to grab your seat!

Simon Goodson
CEO, AerFin

Main Agenda

Martin Di Fede
Chief Sales Officer, Americas, Ishka

Main Agenda

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 Bank

Main Agenda

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

Main Agenda

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

Main Agenda

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

Main Agenda

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

Main Agenda

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

Main Agenda

  • 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

Main Agenda

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

Main Agenda

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 Bank
Ian Flood
Director, Deutsche Bank
Moderator
Kevin MacLeod
Shareholder, Head of New York Capital Markets Group, Vedder Price

Main Agenda

Sarah Humpleby
Partner, Walkers
Emily Wicker
Partner, Clifford Chance
Dana Barta
Executive Director - Aviation Debt Capital Markets, JP Morgan
Gemma Loder
Head of Capital Markets, Jackson Square Aviation
Moderator
Dickon Harris
Editor, Ishka

Search results

Main Agenda

Pick up your delegate pass, grab a coffee and get ready for the day!

Main Agenda

Participate in an exclusive workshop focusing on the trends, investment opportunities, and challenges in the Teardown and Used Serviceable Materials (USM) market.

This session has limited seating, and will be made available on a first-come, first-served basis, so be sure to grab your coffee and some breakfast and head down early to grab your seat!

Simon Goodson
CEO, AerFin

Main Agenda

Martin Di Fede
Chief Sales Officer, Americas, Ishka

Main Agenda

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 Bank

Main Agenda

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

Main Agenda

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

Main Agenda

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

Main Agenda

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

Main Agenda

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

Main Agenda

  • 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

Main Agenda

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

Main Agenda

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 Bank
Ian Flood
Director, Deutsche Bank
Moderator
Kevin MacLeod
Shareholder, Head of New York Capital Markets Group, Vedder Price

Main Agenda

Sarah Humpleby
Partner, Walkers
Emily Wicker
Partner, Clifford Chance
Dana Barta
Executive Director - Aviation Debt Capital Markets, JP Morgan
Gemma Loder
Head of Capital Markets, Jackson Square Aviation
Moderator
Dickon Harris
Editor, Ishka