• A macro-overview of the economy
• Consideration of market factors such as inflation, interest rates and the implications of geo-political factors on these
• A forecast of what to potentially expect in the economy in the short and long term

Troy Ludtka

Senior US Economist, SMBC

• After a rocky period for investors, what high-yield aviation opportunities are banks seeing? How do these compare to non-bank deals?
• What are the current pricing levels for secured vs unsecured aviation debt and what is the near-term (next 3-6 months) trend line?
• What is the expected pipeline for new deals and what structures/products are borrowers favouring?
• What can or cannot be financed in the cap markets vs the commercial bank market currently?
• What portfolio make-up and levels of risk are banks looking for to consider lending?

George Stone

Managing Director, Barings LLC

Dana Barta

Executive Director - Aviation Debt Capital Markets, JP Morgan

Yevgenia Levitin

Managing Director, Head of Aviation, Natixis CIB Americas

Andrew Stratos

Head of Transportation Americas, Deutsche Bank

Moderator

Matthew Dolan

Partner, Deloitte

• With current tech engines currently appreciating in value for their LLPs and part because of teething difficulties with new gen engines, what impact are we likely to see on current gen engine values?
• When should we expect the supply of current gen engines to outstrip demand and would we see more lessors and asset owners look for returns with engine tear downs?
• How are OEM and MRO bottlenecks and part shortages/feedstock constraints impacting investment opportunities and returns?
• When is the demand going to, once again, be matched by production levels of new aircraft?
• Are new gen engine issues kinks that can be ironed out or a wider issue? Are new gen engines a less attractive investment option currently given these issues?
• How much effort should OEMs place on ramping production vs fixing issues with current engines? How will this affect maintenance costs of engines and engine liquidity in the future?

Les Cronin

Vice President of Sales and Marketing, MTU

Ed Connolly

SVP Capital Markets, elfc

Martyn Holmes

CCO, Embraer Commercial Aviation, Embraer

Ben Hughes

Vice President - Business Development, Rolls-Royce & Partners Finance

Moderator

Alex Vella

CEO, Magnetic Leasing

• What are the alternative takeout options for lessor warehouse funding?
• Are these structures likely to continue to be used even when the ABS market returns in some form?
• How likely is a return to E-note structures? Perhaps less likely in the near term but is this on the horizon for longer term deals?
• How have airlines been using the private placement market? What structures/ deal formats are proving popular?
• Which equity opportunities exist for private market investors beyond traditional commercial passenger and cargo aircraft?
• What type of growth opportunities exist for Lessors when it comes to leasing of future technology assets such as electric aircraft and battery storage/charging?

Cole Ryba

Director, LibreMax Capital

Pat Mahoney

Head of Aviation Capital Markets, Castlelake

Jeff Craine

Chief Financial Officer, SkyWorks Holdings, LLC

Ian Flood

Director, Deutsche Bank

Moderator

Sarah Humpleby

Partner, Walkers

• With fewer new deliveries coming out of OEM shops what does this mean for the lessor’s portfolio?
• What have been the implications of COVID and now interest rates on trade volumes?
• Are we seeing older assets remain on book and hold their values for longer due to the shortages?
• Portfolio repair, growth, and yield: with a pandemic, a war and increasing interest rates what have lessors’ approaches been to ensure their portfolios remain as strong as possible?
• How are investors viewing the portfolio changes of their lessors, are their investment requirements being met?

Stephen Rimmer

CEO, Altavair

Nathan Riggs

Chief Commercial Officer, Aergo Capital

Chris Dailey

President & Chief Commercial Officer, Jackson Square Aviation

Michael Inglese

CEO & Board Member, Aircastle

Moderator

Joe O'Mara

Head of Aviation Finance, KPMG Ireland

• What are we seeing in the high-yield vs IG bond market for aviation credits?
• How is interest rate volatility impacting issuance and investor appetite?
• Which issuers can realistically access the current market? 
• Will lessors be able to fully satisfy their funding needs via cap markets or will there be a continuing demand for bank financing and revolvers?
• How is the aviation finance landscape evolving? 

Jonathan Boudreau

Vice President, Boeing Capital Corporation

Jeff Silverman

Head of Capital Markets, NatAlliance

Eric Blau

Senior Vice President, Treasurer & Head of Capital Markets, Aviation Capital Group

Moderator

Kevin MacLeod

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

• A recap of the SAF momentum – SAF has been a big topic for a while but what is new?
• A review and comparison of the various feedstocks: by-product
• What are some of the knock-on effects of the introduction of the Inflation Reduction Act?
• Demand signals from both sides of the Atlantic and SAF capacity in planning, can Ishka’s SAF Tracker help shed light?
• Pathway differences, financing challenges for each one, investment and lending opportunities and scope for ROI

Chris Chaput

President & CFO, DG Fuels

Sarah Ellerby

Chief Executive Officer, Nova Pangaea Technologies

Keith Lawless

Managing Director, SAVIA

Meg Whitty

Vice President, Corporate Relations & Marketing, LanzaJet

Moderator

Paul O'Driscoll

Head of Advisory - Americas ISTAT Appraiser, Ishka

• What are equity investors demanding from potential lessor partners?
• Several leasing platforms are currently for sale, what does the landscape look like for leasing platform sales or mergers?
• Impatient capital: what opportunities are buyers actually seeing?

Steve Mason

Managing Director, Head of Aviation, ITE Management

Christian Schloemann

Managing Director, GOAL Leasing

Wouter du Preez

Co-Founder and Co-Managing Partner, Greenstar Aviation Partners

Rupert Leggett

CEO, FPG Amentum

Moderator

Tim O'Connell

Partner & Head of Aviation Advisory, Grant Thornton Ireland

• What are the key cost pressures affecting weaker airlines?
  
• What outsized returns are available in the riskiest part of the market?
• Are there macro trends that are currently being mispriced?
• What are the implications on investors of airlines filing for bankruptcy?

Greg Chianetta

Director, Alternative Asset Advisory, Kroll

Hooman Yazhari

co-founder and Executive Chairman, Mobility Capital Group

Yves Germeaux

Head of Corporate Finance and Aviation Finance, Atoz

Diederik Lindhout

Chief Operations Officer & Founding Partner , Arena Aviation Capital

Moderator

Emily Wicker

Partner, Clifford Chance

Join us for the Ishka-famous gameshow where there will be a healthy dose of friendly rivalry between the two teams to win the 6th annual gameshow.

Mark Streeter

Managing Director, JP Morgan

Jeff Lewis

-, Aircraft & Engine Leasing Expert

Simon Goodson

CEO, Aerfin

James Palen

Managing Director, Jefferies

Moderator

Donna Ager

Partner - Finance & Corporate, Walkers