Agenda

Main Agenda

  • What are airline funding needs?
  • How are airlines and lessors adjusting to the higher rates environment? How tight are margins?
  • Who has been winning deals? How active is the JOL/JOLCO market?
Mark O'Kelly
Group Chief Financial Officer, ASL Group
Basil Gygax
Head of Customer Finance - EMEA, Embraer
Omar Mian
Senior Director - Customer Finance, Boeing
Moderator
Marie Ryan
Head of Commercial Insights, Avolon

Main Agenda

  • Given current macroeconomic headwinds (inflation, interest rates etc.), how do investors view aviation debt compared to other asset classes including fixed income securities, equity, real estate etc.? 
  • In terms of strategic allocation, what benefits does aviation and its financial products deliver over other asset classes i.e. property portfolios? Are new investors moving into aviation? 
  • What does it take to get a deal over the line now? What are the obstacles? How stringent are sustainability pressures?  
  • Does aviation meet liquidity requirements for institutional investors who are derisking? 
  • Are investors looking towards more vanilla fixed income to get yield? 
Matthew Taylor
Head of Alternative Debt, L&G Investment Management
Aziz Hassanali
Managing Partner, Bateleur Capital
Dr. Niall O’Connor
Fund Manager (Alternative Multi-Asset Fund), Brooks MacDonald
Chandra Gopinathan
Senior Investment Manager, RPMI Railpen

Main Agenda

  • Examining the trades of 2023 – What sold from the portfolios in the market? How does this compae to Q1 2024 trades?
  • How are OEM delivery delays affecting the secondary trading market and midlife values? 
  • How competitive are SLBs? Are LRFs still below 0.6?  
John Duffy
Chief Commercial Officer, SKY Leasing
Karl Trowbridge
Head of Asset Management, Aergo Capital
Alex Vella
CEO, Magnetic Leasing
Moderator
Claire Walsh
Senior Vice President & Head of Operations, SkyWorks

Main Agenda

Though the ABS market is still relatively quiet, there is still plenty happening in the capital markets. This panel will look at the latest public and private deals in the capital markets and discuss what to expect in the coming months.

Emily Wilson
Director, AB CarVal
Patrick Mahoney
Head of Aviation Capital Markets, Castlelake
Anne-Bart Tieleman
CEO, TrueNoord
Greg Chianetta
Managing Director, Alternative Asset Advisory, Kroll
Moderator
Milo Raimondi
Co-Head of Securitized Products, Capital Markets, Morgan Stanley

Main Agenda

  • Has equity performed as expected in aviation?  
  • Where are the distressed opportunities today? Are the returns competitive for aviation?  Are leasing platforms more appealing than aircraft portfolios? 
  • What are the internal hurdles and requirements to get an equity deal done? What are the challenges aviation provide?
  • What are the exit strategies for new investors entering the space?
Rupert Leggett
Chief Executive Officer, FPG Amentum
Patrick den Elzen
Chief Executive Officer & Founding Partner, Arena Aviation Capital
Jared Keating
Partner, Kite LLC
Moderator
Joe O'Mara
Head of Aviation Finance, KPMG Ireland

Main Agenda

Hear how different lenders - ranging from mainstream banks through to alternative lenders - assess deals and get them done.

  • How do banks assess the risk of portfolio deals? Are there conditions that the lessors must meet? I.e. How the aircraft should be placed? Oversite and contractual agreements in terms of jurisdiction? 
  • How do alternative lenders differ from this? What’s evolved? Are they seeing the same opportunities? Are they continuing to fill the gap in the market as the banks move away? 
Richard Moody
Global Head, Aviation, Hamburg Commercial Bank
Robert Jack
Co-Founder, volofin
Sneha Kedia
Director, Deutsche Bank
Klejda Tirana
Director - Aviation Finance, Societe Generale CIB
Moderator
Bill Gibson
Partner, Vedder Price

Aviation Syndication Forum

Calling all syndication lenders - Join this exclusive networking forum to grow your loan distribution and syndication network. Meet with banks and other lenders involved in aviation finance from London, Europe and beyond.

Richard Moody
Global Head, Aviation, Hamburg Commercial Bank
Basil Gygax
Head of Customer Finance - EMEA, Embraer
Wilhelm Steinmark
Head of Aviation Syndicate, Deutsche Bank
Thibaud Ollivier
Asset & Structured Trade Finance, CaixaBank
Moderator
Cathal Foley
CEO, FEXCO PACE

Main Agenda

This keynote presentation will peer through the looking glass to determine what airlines should expect in the year ahead.

  • What would a recession mean for airlines?
  • Will passenger demand stay bouyant?
  • What is the outlook for fuel price and oil?
  • Understanding the macroeconomic view on inflation and interest rates.
David Goodger
Managing Director, Europe & Middle East, Oxford Economics

Main Agenda

  • How are fleet strategies being adapted to meet demand?
  • Understanding airline fleet requirments. How is capacity affecting aircraft retirement ages?
  • How long are lessors and airlines predicting the extension boom will last?  
  • How strong is the lease negotiating hand of each side? Is there any consensus around this?
  • Are lease rates catching up with interest rates?
    Patrick Halluin
    Vice President Fleet Transactions, Air France
    Ann-Sofie Snåre
    Interim VP, Fleet Management, Finnair
    Paolo Lironi
    CEO, SGI Aviation
    Moderator
    Richard Dudley-Cave
    Head of Marketing, ALM

    Main Agenda

    • A macro overview: How do the policies work? Where are they held? What law governs them? 
    • How is aviation risk evolving in the insurance markets in the wake of geopolitical upheaval? How have Russian payouts worked? What have lessors had to compromise on?
    • How should lessors approach renewals with underwriters to achieve the best premium returns? How much war cover do you need
    • Are insurers taking sustainability into consideration?  

     

    John Wadhams
    Managing Director, Global Aviation & Space, Willis Towers Watson
    Moderator
    Andrea Wilson
    CEO, Wilson Consulting Group

    Main Agenda

    • Analysing the supply demand dynamic of older aircraft – how will that affect values and lease rates for end of life and engine assets? 
    • Understanding how delivery delays are affecting new kit and old values alike. 
    • How long is the lag on values behind market developments?
    Paul O'Driscoll
    Head of Advisory Americas & ISTAT Appraiser, Ishka
    David Rushe
    SVP - Trading, Aergo Capital

    Main Agenda

    • What are the main options for investors today looking at sustainable aviation?
    • Understanding the potential size of the eVTOL market
    • What are challenges in scaling this? Understanding the regulatory hurdles
    • How are investors being attracted to the space? What are the returns on offer?
    • When will the market mature enough for existing private equity and debt investors to get involved?
      Niklas Lund
      CEO / Partner, Rockton
      Duncan Walker
      CEO & Co-Founder, Skyports
      Peter Nelson
      General Counsel, Heart Aerospace

      Main Agenda

      Recapping the key takeaways from the day, and predicting what could unfold in aviation finance in the next 12 months- join our fearless contestants as they stare into... The Murky Crystal Ball.

      Bill Blain
      Chief Strategist, Shard Capital
      Marc Iarchy
      Partner, World Star Aviation
      Maybel Saleh
      Director - EMEA Aviation, Corporate Banking, Citi
      Moderator
      Simon Finn
      Head of Aviation Research, MUFG

      Main Agenda

      Enjoy a drink and reflect on the discussions of the day as well as get registered for Ishka ESG: Evolution, Implementation & Disclosure on March 14.

      Find the full website for Ishka here. 

      Main Agenda

      This is the exclusive networking dinner for key deal makers as recognised by Ishka's Deal of the Year Awards. Co-hosted by KPMG, this will be a fine dining experience with some of aviation's most innovative and influential decision makers.

      To register your interest please contact team@ishkaglobal.com

      Search results

      Main Agenda

      • What are airline funding needs?
      • How are airlines and lessors adjusting to the higher rates environment? How tight are margins?
      • Who has been winning deals? How active is the JOL/JOLCO market?
      Mark O'Kelly
      Group Chief Financial Officer, ASL Group
      Basil Gygax
      Head of Customer Finance - EMEA, Embraer
      Omar Mian
      Senior Director - Customer Finance, Boeing
      Moderator
      Marie Ryan
      Head of Commercial Insights, Avolon

      Main Agenda

      • Given current macroeconomic headwinds (inflation, interest rates etc.), how do investors view aviation debt compared to other asset classes including fixed income securities, equity, real estate etc.? 
      • In terms of strategic allocation, what benefits does aviation and its financial products deliver over other asset classes i.e. property portfolios? Are new investors moving into aviation? 
      • What does it take to get a deal over the line now? What are the obstacles? How stringent are sustainability pressures?  
      • Does aviation meet liquidity requirements for institutional investors who are derisking? 
      • Are investors looking towards more vanilla fixed income to get yield? 
      Matthew Taylor
      Head of Alternative Debt, L&G Investment Management
      Aziz Hassanali
      Managing Partner, Bateleur Capital
      Dr. Niall O’Connor
      Fund Manager (Alternative Multi-Asset Fund), Brooks MacDonald
      Chandra Gopinathan
      Senior Investment Manager, RPMI Railpen

      Main Agenda

      • Examining the trades of 2023 – What sold from the portfolios in the market? How does this compae to Q1 2024 trades?
      • How are OEM delivery delays affecting the secondary trading market and midlife values? 
      • How competitive are SLBs? Are LRFs still below 0.6?  
      John Duffy
      Chief Commercial Officer, SKY Leasing
      Karl Trowbridge
      Head of Asset Management, Aergo Capital
      Alex Vella
      CEO, Magnetic Leasing
      Moderator
      Claire Walsh
      Senior Vice President & Head of Operations, SkyWorks

      Main Agenda

      Though the ABS market is still relatively quiet, there is still plenty happening in the capital markets. This panel will look at the latest public and private deals in the capital markets and discuss what to expect in the coming months.

      Emily Wilson
      Director, AB CarVal
      Patrick Mahoney
      Head of Aviation Capital Markets, Castlelake
      Anne-Bart Tieleman
      CEO, TrueNoord
      Greg Chianetta
      Managing Director, Alternative Asset Advisory, Kroll
      Moderator
      Milo Raimondi
      Co-Head of Securitized Products, Capital Markets, Morgan Stanley

      Main Agenda

      • Has equity performed as expected in aviation?  
      • Where are the distressed opportunities today? Are the returns competitive for aviation?  Are leasing platforms more appealing than aircraft portfolios? 
      • What are the internal hurdles and requirements to get an equity deal done? What are the challenges aviation provide?
      • What are the exit strategies for new investors entering the space?
      Rupert Leggett
      Chief Executive Officer, FPG Amentum
      Patrick den Elzen
      Chief Executive Officer & Founding Partner, Arena Aviation Capital
      Jared Keating
      Partner, Kite LLC
      Moderator
      Joe O'Mara
      Head of Aviation Finance, KPMG Ireland

      Main Agenda

      Hear how different lenders - ranging from mainstream banks through to alternative lenders - assess deals and get them done.

      • How do banks assess the risk of portfolio deals? Are there conditions that the lessors must meet? I.e. How the aircraft should be placed? Oversite and contractual agreements in terms of jurisdiction? 
      • How do alternative lenders differ from this? What’s evolved? Are they seeing the same opportunities? Are they continuing to fill the gap in the market as the banks move away? 
      Richard Moody
      Global Head, Aviation, Hamburg Commercial Bank
      Robert Jack
      Co-Founder, volofin
      Sneha Kedia
      Director, Deutsche Bank
      Klejda Tirana
      Director - Aviation Finance, Societe Generale CIB
      Moderator
      Bill Gibson
      Partner, Vedder Price

      Aviation Syndication Forum

      Calling all syndication lenders - Join this exclusive networking forum to grow your loan distribution and syndication network. Meet with banks and other lenders involved in aviation finance from London, Europe and beyond.

      Richard Moody
      Global Head, Aviation, Hamburg Commercial Bank
      Basil Gygax
      Head of Customer Finance - EMEA, Embraer
      Wilhelm Steinmark
      Head of Aviation Syndicate, Deutsche Bank
      Thibaud Ollivier
      Asset & Structured Trade Finance, CaixaBank
      Moderator
      Cathal Foley
      CEO, FEXCO PACE

      Main Agenda

      This keynote presentation will peer through the looking glass to determine what airlines should expect in the year ahead.

      • What would a recession mean for airlines?
      • Will passenger demand stay bouyant?
      • What is the outlook for fuel price and oil?
      • Understanding the macroeconomic view on inflation and interest rates.
      David Goodger
      Managing Director, Europe & Middle East, Oxford Economics

      Main Agenda

      • How are fleet strategies being adapted to meet demand?
      • Understanding airline fleet requirments. How is capacity affecting aircraft retirement ages?
      • How long are lessors and airlines predicting the extension boom will last?  
      • How strong is the lease negotiating hand of each side? Is there any consensus around this?
      • Are lease rates catching up with interest rates?
        Patrick Halluin
        Vice President Fleet Transactions, Air France
        Ann-Sofie Snåre
        Interim VP, Fleet Management, Finnair
        Paolo Lironi
        CEO, SGI Aviation
        Moderator
        Richard Dudley-Cave
        Head of Marketing, ALM

        Main Agenda

        • A macro overview: How do the policies work? Where are they held? What law governs them? 
        • How is aviation risk evolving in the insurance markets in the wake of geopolitical upheaval? How have Russian payouts worked? What have lessors had to compromise on?
        • How should lessors approach renewals with underwriters to achieve the best premium returns? How much war cover do you need
        • Are insurers taking sustainability into consideration?  

         

        John Wadhams
        Managing Director, Global Aviation & Space, Willis Towers Watson
        Moderator
        Andrea Wilson
        CEO, Wilson Consulting Group

        Main Agenda

        • Analysing the supply demand dynamic of older aircraft – how will that affect values and lease rates for end of life and engine assets? 
        • Understanding how delivery delays are affecting new kit and old values alike. 
        • How long is the lag on values behind market developments?
        Paul O'Driscoll
        Head of Advisory Americas & ISTAT Appraiser, Ishka
        David Rushe
        SVP - Trading, Aergo Capital

        Main Agenda

        • What are the main options for investors today looking at sustainable aviation?
        • Understanding the potential size of the eVTOL market
        • What are challenges in scaling this? Understanding the regulatory hurdles
        • How are investors being attracted to the space? What are the returns on offer?
        • When will the market mature enough for existing private equity and debt investors to get involved?
          Niklas Lund
          CEO / Partner, Rockton
          Duncan Walker
          CEO & Co-Founder, Skyports
          Peter Nelson
          General Counsel, Heart Aerospace

          Main Agenda

          Recapping the key takeaways from the day, and predicting what could unfold in aviation finance in the next 12 months- join our fearless contestants as they stare into... The Murky Crystal Ball.

          Bill Blain
          Chief Strategist, Shard Capital
          Marc Iarchy
          Partner, World Star Aviation
          Maybel Saleh
          Director - EMEA Aviation, Corporate Banking, Citi
          Moderator
          Simon Finn
          Head of Aviation Research, MUFG

          Main Agenda

          Enjoy a drink and reflect on the discussions of the day as well as get registered for Ishka ESG: Evolution, Implementation & Disclosure on March 14.

          Find the full website for Ishka here. 

          Main Agenda

          This is the exclusive networking dinner for key deal makers as recognised by Ishka's Deal of the Year Awards. Co-hosted by KPMG, this will be a fine dining experience with some of aviation's most innovative and influential decision makers.

          To register your interest please contact team@ishkaglobal.com