The Aviation Investival : Hong Kong

Sep 5, 2018

Sheraton Hong Kong Hotel & Towers, Hong Kong

Ishka’s new, interactive conference series "The Aviation Investival" gets underway in Hong Kong this week, with a stellar line-up of institutional investors!

East Asia and Australia are a hotbed of wealth and underemployed capital. The Asian capital markets are predicted to finance more new aircraft deliveries, for both onshore and offshore issuers, as traditional bank markets struggle to absorb the amount of financing required. Boeing forecasts there will be USD153 billion of new aircraft deliveries in 2019 alone.

Ishka’s inaugural Hong Kong conference is the only dedicated aviation event in the region focused on the capital markets, delivering an exceptional opportunity to meet and hear from institutional investors, insurance companies, pension funds, family offices and senior representatives from the wider aviation finance community.

Meet and connect with the following investors

✪ China Cinda ✪ Ping An ✪ AIA ✪ China Life ✪ BOC Life
✪ China Re ✪ CNIC ✪ China Taiping ✪ NSW Holdings ✪ CTCB
✪ Manulife ✪ Sun Hung Kai & Co ✪ KB Securities
✪ Singapore Consortium of Investment Management
✪ Mirae Asset Management ✪ The Hong Kong Jockey Club
✪ Davidson Kempner ✪ Arkkan Capital

We know that time out of the office is precious, so we’ve built a new event App to supercharge your conference experience!

“Great opportunity to interact with professionals from the investment community and develop new and valuable new contacts." Patrick Den Elzen, Managing Director, Arena Aviation Capital

Connecting investors to the Asian aviation finance market

So much more than your average conference, The Aviation Investival is split into two dedicated streams packed with interactive sessions and world-class content that attracts investors and helps facilitate the development of these markets.

Engaging content, presented with knowledge, debate and energy. A unique conference experience.” David Lawton, Head of Fleet Procurement, easyJet

David Lawton

Head of Fleet Procurement, easyJet

Willing to tread new ground, introduce new concepts and focus on thought provoking content. Great forum for moving past the bland, sanitized offerings that have become the norm on the conference circuit.”

Andy Mansell

Chief Commercial Officer & EVP, Aviation Capital Group

Ishka has successfully moved away from the traditional conference format, creating an environment which allows for genuine debate on key issues. The level of participation, both in terms of the attendees and their engagement clearly shows that Ishka have hit the mark.”

Richard Walker

Airbus

	Main Conference	Investor Masterclass
	Main Conference	Investor Masterclass
	The Asia aviation finance snapshot: an overview of recent transactions, terms an... Main Conference Main Conference The Asia aviation finance snapshot: an overview of recent transactions, terms and structures × Cristina Chang Managing Director - Head of Global Structured Finance Citi Next session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?	More information The investment thesis for aviation finance Analysing the headwinds and tailwinds facing the aviation finance communi... Investor Masterclass Investor Masterclass The investment thesis for aviation finance × Analysing the headwinds and tailwinds facing the aviation finance community. Understanding the various aviation cycles Macroeconomic indicators; the correlation between interest rates, inflation and GDP to the industry Impact of protectionism on the economy Next session: Making the switch from real estate to aviation: investing in a depreciating asset
	More information How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian... Comparing Hong Kong’s withholding tax treaties to Singapore and Du... Main Conference Main Conference How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding? × Comparing Hong Kong’s withholding tax treaties to Singapore and Dublin How attractive is Hong Kong for lessors seeking to access Chinese investors? What role will the Asian capital markets play in financing new aircraft deliveries? Simon Hanson Head of Asia Pacific Avolon Donal Boylan Aircraft & Equipment Leasing CEO . Will Gramolt Chief Financial Officer CDB Aviation Next session: The pitch: unpacking investor psychologies	More information Making the switch from real estate to aviation: investing in a depreciating asse... An analysis of the differences between the two asset classes How... Investor Masterclass Investor Masterclass Making the switch from real estate to aviation: investing in a depreciating asset × An analysis of the differences between the two asset classes How has aviation performed relative to real estate? Cash flows, asset preservation and maintenance Next session: Credit analysis Previous session: The investment thesis for aviation finance
	Investor Masterclass
	Networking Investor Masterclass Investor Masterclass Networking × Next session: Credit analysis Previous session: The investment thesis for aviation finance
	Networking break Main Conference Main Conference Networking break × Next session: The pitch: unpacking investor psychologies Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?
	Main Conference	Investor Masterclass
	More information The pitch: unpacking investor psychologies The session will kick off with three mini pitches promoting alternative produ... Main Conference Main Conference The pitch: unpacking investor psychologies × The session will kick off with three mini pitches promoting alternative products. Our panel of investors will then vote on the most convincing and discuss how their investment strategies are evolving. How are investors evaluating different capital structures? What are investor’s cash on cash and IRR requirements? Understanding the rating and regulatory requirements for Asian investors Next session: Building an Asian ABS under “Belt and Road”: what are the preconditions for closing a deal? Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?	More information Credit analysis How should investors think about, and evaluate, different segments of the... Investor Masterclass Investor Masterclass Credit analysis × How should investors think about, and evaluate, different segments of the market? Analysing different airline business models from low-cost to full-service carriers. How to evaluate a leasing company Next session: Managing asset risk Previous session: The investment thesis for aviation finance
	More information Building an Asian ABS under “Belt and Road”: what are the preconditions for clo... What appetite is there from investors in the region for aircraft ABS pap... Main Conference Main Conference Building an Asian ABS under “Belt and Road”: what are the preconditions for closing a deal? × What appetite is there from investors in the region for aircraft ABS paper? Building a marketable deal Capitalising on economic flows to and from China to create a belt and road transaction Donal Boylan Aircraft & Equipment Leasing CEO . Radha Tilton Managing Director Goldman Sachs Richard Flayson Director Asset Finance and Leasing Deutsche Bank Next session: The Brain Box Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?	More information Managing asset risk As investors hunt for yield, gain a 360 understanding of the metal and ri... Investor Masterclass Investor Masterclass Managing asset risk × As investors hunt for yield, gain a 360 understanding of the metal and risks associated with it. Calculating assets values Calculating the economic life of new aircraft technology Which assets are under pressure? Calculating lease encumbered values Picking the right aircraft New, mid and end-of-life aircraft: Where is the sweet spot? Engine considerations, configuration and returns Modelling the liquidity of new aircraft technology Cashflow modelling and understanding maintenance events Maintenance valuations and impact on cash flows and expenses Return conditions Understanding lease cashflows Waterfall liabilities Next session: Deal structuring case study: pitfalls and best practices Previous session: The investment thesis for aviation finance
	Lunch Main Conference Main Conference Lunch × Next session: The Brain Box Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?
	Main Conference	Investor Masterclass
	More information The Brain Box Delegates will be split into smaller groups and tasked with finding a... Main Conference Main Conference The Brain Box × Delegates will be split into smaller groups and tasked with finding actionable initiatives to develop the Asian capital markets. Do structures and documentation need to be tailored for Asian investors? Deal structuring solutions to lower funding costs in a buyers’ market Injecting liquidity into the public equity markets Next session: Champagne country round tables Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?	More information Deal structuring case study: pitfalls and best practices This session will examine the relative importance of several key pillars ... Investor Masterclass Investor Masterclass Deal structuring case study: pitfalls and best practices × This session will examine the relative importance of several key pillars when evaluating a deal, examining the importance of each factor and how variables can affect the risk of a transaction. Previous session: The investment thesis for aviation finance
	Main Conference
	Networking Main Conference Main Conference Networking × Next session: Champagne country round tables Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?
	More information Champagne country round tables Focused roundtables fostering more collaborativ... Main Conference Main Conference Champagne country round tables × Focused roundtables fostering more collaborative discussions around country specific issues. Champagne will be on hand to help loosen tongues! Assessing the offshore aspirations of Chinese investors The next paradigm for the Korean aviation finance market: investing in aircraft portfolios and taking greater asset risk New investor frontiers: assessing the appetite of Taiwanese and Australian investors for aircraft What is next for the Japanese market? How can JOLCO’s and JOLS evolve to include new airlines and lessors Next session: The deal zone Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?
	Networking Main Conference Main Conference Networking × Next session: The deal zone Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?
	More information The deal zone The day will close with more structured networking. Centred around finding as... Main Conference Main Conference The deal zone × The day will close with more structured networking. Centred around finding assets at the right price, our consortium of heads of trading will be on hand to provide aircraft remarketing and acquisition advice. Tables will be split up by aircraft type, and our expert speakers will provide insights on values, production rates, trading volumes. Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?
	Cocktail reception Main Conference Main Conference Cocktail reception × Previous session: How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian capital markets as a source of funding?

Donal Boylan

Korean Air

Kalash Pandey

Vice President, IBD Structured Finance,

Goldman Sachs

Michael Chan

Senior Vice President

Hong Kong Stock Exchange and Clearing House

Richard Finlayson

Deutsche Bank

Stanley Hui

President

Hong Kong Aircraft Leasing & Aviation Finance Association

Li Liu

EVP

GECAS

Weili Chen

Head, Capital Market Aircraft Financing

Standard Chartered

Takamasa Marito

Joint General Manager

Century Tokyo Leasing Corporation

Justin Sharp

Head of Structured Asset Finance, Asia

Commonwealth Bank Of Australia

Paul Jebely

Managing Partner

Pillsbury Winthrop Shaw Pittman LLP

Disheng Lin

Portfolio Manager

China Life Insurance (Overseas) Co Ltd

XU ZHU

Head of Investment

China Taiping Life Insurance (Hong Kong)

Ken Lee

Managing Director

JC& Partners

Dewey Yee

Special Advisor

Aergo Capital

James meyler

CEO

Orix

Mike Huang

Vice President Marketing

PK AirFinance

Paul Sheridan

Acting MD

Accipiter Holdings

Paul Ng

Partner

Milbank,Tweed, Hadley & McCloy

Cristina Chang

Managing Director - Head of Global Structured Finance

Citi

Donal Boylan

Aircraft & Equipment Leasing CEO

Korean Air

Will Gramolt

Chief Financial Officer

CDB Aviation

Richard Spaulding

Head of Portfolio Management

ARI (Aircraft Recycling International)

Patrick den Elzen

Managing Director

Arena Aviation Capital

John Timpany

KPMG

Ali Ben Lmadani

Managing Director

ABL Aviation

Simon Hanson

Head of Asia Pacific

Avolon

Radha Tilton

Managing Director

Goldman Sachs

Roman Lyadov

CEO

GTLK Europe DAC

Richard Flayson

Director Asset Finance and Leasing

Deutsche Bank

Sheraton Hong Kong Hotel & Towers

20 Nathan Road

Kowloon, Hong Kong

Event enquiries

Email: [email protected]

The Aviation Investival : Hong Kong

The Asia aviation finance snapshot: an overview of recent transactions, terms an...

The investment thesis for aviation finance

How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian...

Making the switch from real estate to aviation: investing in a depreciating asse...

Networking

Networking break

The pitch: unpacking investor psychologies

Credit analysis

Building an Asian ABS under “Belt and Road”: what are the preconditions for clo...

Managing asset risk

Lunch

The Brain Box

Deal structuring case study: pitfalls and best practices

Networking

Champagne country round tables

Networking

The deal zone

Cocktail reception

Sheraton Hong Kong Hotel & Towers

Event enquiries

@IshkaTeam

Ishka Insight reports

The Aviation Investival : Hong Kong

founding partner

partner

The Asia aviation finance snapshot: an overview of recent transactions, terms an...

The investment thesis for aviation finance

How are lessors and airlines evaluating Hong Kong as a leasing hub and the Asian...

Making the switch from real estate to aviation: investing in a depreciating asse...

Networking

Networking break

The pitch: unpacking investor psychologies

Credit analysis

Building an Asian ABS under “Belt and Road”: what are the preconditions for clo...

Managing asset risk

Lunch

The Brain Box

Deal structuring case study: pitfalls and best practices

Networking

Champagne country round tables

Networking

The deal zone

Cocktail reception

Sheraton Hong Kong Hotel & Towers

Event enquiries

Thank you for your interest in The Aviation Investival : Hong Kong.

Thank you for your interest in .

@IshkaTeam

Ishka Insight reports