• How volatile is the economy currently?

• How can companies who are taking on this macro-economic risk hedge their investments?

• Historically the FED has issued cycles of raising rates from as short as 1 year to as long as 3 years; how long do we see this period lasting for?

Christina Ochs

President, CIRM

Rachel Yuting Fan

Senior Economist, IATA

Rising interest rates have led to increased debt costs for asset managers looking to grow their fleets either via the SLB or trading market.

• Global investor trends: which assets, sectors and geographies are investors deploying capital in 2023 vs 2022?

• What aviation debt and equity opportunities are appealing to investors today? How can more capital be drawn to the sector?

• Where is airline EETC paper trading? Where can investors get the best value from both micro and macro bases?

• Has there been much private investment intro distressed aviation credits?

• Where are we seeing most recent investor activity: purchasing and financing, or aircraft maintenance?

• Are increasing debt costs forcing investors towards certain opportunities? How has investor behaviour changed in light of recent rate hikes?

Marc Iarchy

Partner, World Star Aviation

Martin Graham

Managing Director, Oaktree Capital

Christopher Butt

Credit Research Analyst, M&G Investments

Neha Mishra

Chief Technical Officer, Aero Consultant

Moderator

Joe O'Mara

Head of Aviation Finance, KPMG Ireland

• Is inflation creating positive pricing pressure for older kit?

• How has the bid-ask gap evolved so far in 2023?

• Are we seeing more MAXs being traded yet between lessors?

• How is the demand for freighters influencing prices for older narrowbodies?

• Are lessors investing in parked aircraft to either place them or sell?

• Is financing currently competitive enough to enable trades?

Damon Connery

Chief Commercial Officer, FPG Amentum

Sarah Conway

SVP and Head of Lessor Origination, Pricing & Structuring , Deucalion Aviation Limited

Bobby Janagan

Managing Director, Rolls-Royce & Partners Finance

Stephen O'Flanagan

Senior Vice President, Capital Markets & Trading, Avolon

Moderator

John Duffy

CCO, Sky Leasing

• What strategies are airlines adopting to deal with rising operating costs?

• Are there likely to be more airline restructurings and aircraft repossessions? Will there be more state support?

• What are the trends in lease restructuring deals? Are we due to see more PBH agreements?

• When will the impact of volatile interest rates be seen on Lease Rate Factors?

• Will more leases be negotiated with alternative lenders in 2023?

Ivan Chemtob

Airline Senior Consultant, Lufthansa Systems - Global Aviation Consulting

Tamer Yüzüak

EVP, Fleet Management and Finance, Pegasus Airlines

Ruairi Blaney

Principal, Tipp Aero

Moderator

Tim O'Connell

Partner & Head of Aviation Advisory, Grant Thornton Ireland

• What ABS alternatives are potential issuers considering?

• Will there be a rush to the private market?

• What is going to happen to the backlog of warehouses needing to be refinanced?

• Will we see more public or private placements?

Robert Cassidy

Senior Manager, Phoenix American Financial Services

Aileen McElroy

Director, Structuring & Planning, Zephyrus Aviation Capital

Greg Chianetta

Director, Alternative Asset Advisory, Kroll

Moderator

Donna Ager

Partner, Maples

Join us for the Ishka-famous gameshow session where panellists compete against the opposing team to answer questions about current market conditions.

More to be revealed shortly.

Claire Walsh

SVP & Head of Operations, SkyWorks

Patrick den Elzen

CEO and Founding Partner, Arena Aviation Capital

Eddie Browne

VP Marketing, Aergo Capital

Tye Holmes

Aviation Origination, MUFG

Moderator

Dickon Harris

Editor, Ishka

• With a lot of lessors being supported by warehouses and the capital markets yet to reopen; how much can banks support their clients? Will we see an uptick in non-performing loans?

• What are the changes in pricing and leverage that banks have been seeing in recent months?

• What are the key features of warehousing facilities being deployed? How have these adapted?

• How will the transition away from LIBOR impact deals, both new and existing, in the aviation industry?

• With the Basel IV implementation date set for 1st January 2023, what impacts are we likely to see and is the industry prepared?



Arnaud Fiscel

Head of Transportation, Bank of China

Leslie Kurshan

Managing Director, AFIC - Marsh

Sneha Kedia

Director, DB

Moderator

Bill Gibson

Partner, Global Transportation Finance, Vedder Price

• What are alternative lenders’ lending limits?

• How are alternative lenders differentiating themselves?

• What does the route to ABS look like?

Bill Blain

Head of Alternative Investments, Shard Capital Alternative Investments

Eelco van de Stadt

President, Apollo PK AirFinance

Robert Jack

Senior Managing Director & Co-Founder, volofin

Chris Buckley

Chief Marketing Officer, Castlelake

Stephen Murphy

CEO, AV AirFinance

Moderator

Dominic Pearson

Partner, Watson Farley & Williams

• When are OEM production rates likely to normalise from supply chain disruption?

• Which aircrafts are these disruptions impacting market values and demand?

• With demand outstripping supply, some aircraft lifetimes are being extended, what impact does this have on financing?

• Does this provide any opportunity for investors?

• What impact is this having on the dynamics of the wide and narrow body markets? How do the residual values fair?

Eddy Pieniazek

Head of Analytics & Advisory, Ishka

Nicola Checcacci

VP Customer & Structured Finance, ATR

Oliver Stuart-Menteth

Managing Director, Fintech

Andrew Armistead

Head of Airline Marketing Africa and Middle East, Airbus

Moderator

Richard Skipper

Partner, Ernst & Young LLP

• How does sustainable financing in aviation work?

• How is aviation transition finance evolving? What are the current trends?

• What do investors need to embark on sustainable aviation?

• Is sustainable financing as attractive to investors as standard financing options?

• What role does EU Taxonomy play and when will it be rolled out?

Colin McGinlay

Director, Metlife Investment Management Ltd

Joerg Schirrmacher

Head of Transport Finance, Helaba

Vincent Caufourier

Director - Head of Aviation Advisory, Societe Generale

Moderator

Eduardo Mariz

Senior Analyst, Ishka

DON'T MISS: Make sure you're also registered to attend our co-located event the following day. 

To see full details and to register for the ESG event please click here: Ishka ESG: Playing Your Part in Sustainable Aviation