Agenda

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  • 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
Kumar Narayanaswami
Vice President - Commercial & Lease Management (GIFT - City), Acumen
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

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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
Tye Holmes
Aviation Origination, MUFG
Karl Trowbridge
Head of Asset Management, Aergo Capital
Moderator
Dickon Harris
Editor, Ishka

Stream

  • 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

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  • 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
Director, Marketing for Investors, Airbus
Oliver Gerg
VP Leasing and Strategy, Embraer
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

Search results

  • 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
Kumar Narayanaswami
Vice President - Commercial & Lease Management (GIFT - City), Acumen
Moderator
Tim O'Connell
Partner & Head of Aviation Advisory, Grant Thornton Ireland