Agenda

Main Stage

Registration Information for Breakfast Briefing: Exploring Investment Oppotunities in Part-Out and End-of Life Aviation - 8:15 - 9:00 AM

This exclusive workshop is a must-attend for those seeking valuable insights into the world of aviation investment. To secure your spot, kindly register your interest by emailing us at team@ishkaglobal.com.

Don't miss this opportunity to delve deep into the potential investment opportunities within the Part-Out and End-of-Life. Gain invaluable knowledge from industry experts and stay ahead in the aviation investment game.

 

Main Stage

  • 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

Main Stage

  • 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

Main Stage

  • 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

Main Stage

Main Stage

  • 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

Main Stage

Main Stage

  • 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

Main Stage

  • 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

Main Stage

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.

Jeff Lewis
-, Aircraft & Engine Leasing Expert
Simon Goodson
CEO, Aerfin
James Palen
Managing Director, Jefferies
Moderator
Donna Ager
Partner - Finance & Corporate, Walkers

Search results

  • 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
  • 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