Investing In Aviation Finance: Europe

Apr 9 - Apr 10, 2019
etc.venues St Pauls, 200 Aldersgate, St. Pauls, London EC1A 4HD, United Kingdom
founding partner
Jim Reid
Jim Reid
MD and Global Head of Fundamental Credit Strategy
Deutsche Bank
Thierry Masson
Thierry Masson
Director, Alternative Credit
M&G Investments
Lucy England
Lucy England
Associate
Bird & Bird
Irena Badelska
Irena Badelska
Senior Vice President, Marketing
Amedeo
Christian Schloemann
Christian Schloemann
Head of Transaction Management, Aviation
KGAL Capital
Ted O'Byrne
Ted O'Byrne
MD, Co Head of Aviation
Carlyle Group
Ursula Hurley
Ursula Hurley
Treasurer
JetBlue Airways
Eric Morgan
Eric Morgan
Senior Vice President
UMB Bank
Finnian O'Neill
Finnian O'Neill
VP Pricing & Debt
ABL Aviation
Thomas Light
Thomas Light
Aviation Finance
Investec
Peter Vardigans
Peter Vardigans
Partner
Magi Aviation Capital
Leslie Kurshan
Leslie Kurshan
Head of Product Development
Marsh UK
Stephan Sayre
Stephan Sayre
Managing Director
DVB Bank
Olga Razzhivina
Olga Razzhivina
Director
ORIEL
Philip Pearson
Philip Pearson
Partner
AgFe
Steve Vanderstichele
Steve Vanderstichele
Director Risk Models Group
Barclays Capital
Michel Dembinski
Michel Dembinski
Managing Director, Head of Aviation
MUFG
Richard Sharman
Richard Sharman
Partner
Bird & Bird
Trevor Ricards
Trevor Ricards
Senior Vice President
GE Capital Aviation Services (GECAS)
Victoria Goodenough
Victoria Goodenough
Executive Director, Aviation Syndication EMEA
Natixis
Peter Huijbers
Peter Huijbers
Director
PH Aviation Asia
laurent delvart
laurent delvart
Crédit Agricole Corporate and Investment Bank
Niranjan Sirdeshpande
Niranjan Sirdeshpande
Director, Alternative Credit
M&G Investments
Callum Macpherson
Callum Macpherson
Commodities
Investec
Joe O'Mara
Joe O'Mara
Tax Partner
KPMG
Ed Connolly
Ed Connolly
SVP Capital Markets
Engine Lease Finance Corporation (ELFC)
Dan Stone
Dan Stone
Executive Vice President
Dubai Aerospace Enterprise
Alan Leeks
Alan Leeks
VP Fleet Planning
Virgin Atlantic
Christine Rovelli
Christine Rovelli
Vice President and Group Treasurer
Finnair
Richard Moody
Richard Moody
Managing Director - Credit Solutions Group
Deutsche Bank
Ross O'Connor
Ross O'Connor
Head of Investor Relations
Avolon
Helene Spro Johansen
Helene Spro Johansen
Associate Director Project Finance
Scope Ratings AG
Christian Wolff
Christian Wolff
Director
Helaba (Landesbank Hessen-Thueringen)
Franck Genet
Franck Genet
Managing Director - Aviation Group
Credit Agricole
Joseph McGinley
Joseph McGinley
Head of Investor Relations
Aercap
Colin McGinlay
Colin McGinlay
Director, Private Placements
MetLife, Inc
Kevin MacLeod
Kevin MacLeod
Shareholder, Head of the New York Capital Markets Group
Vedder Price
Robert Sheldon
Robert Sheldon
Managing Director and Head of Transportation ABS
Deutsche Bank
Albert Ganyushin
Albert Ganyushin
Head of Captial Markets
Dr. Peters Group
Michael Fox
Michael Fox
Managing Director
Goldman Sachs
John Hanlon
John Hanlon
Head of International Government and Industry Affairs
Norwegian Airlines
Maybel Saleh
Maybel Saleh
Director - EMEA Aviation, Corporate Banking
Citigroup
Matthew O'Sullivan
Matthew O'Sullivan
Head of Commercial Securitisation
M&G Investments
Bob Roy
Bob Roy
Managing Director
ACG
Ed Hansom
Ed Hansom
Consultant
Seraph Aviation
Matt Taylor
Matt Taylor
Senior Investment Manager - Corporate Private Credit
L&G IM
Ryan McKenna
Ryan McKenna
SVP and Head of Strategic Planning
ALC
Ali Ben Lmadani
Ali Ben Lmadani
CEO
ABL Aviation
Dimitri Weedon
Dimitri Weedon
Rothesay Life
Chandra Gopinathan
Chandra Gopinathan
Senior Investment Consultant
Rogge Global Partners
Eric Meyers
Eric Meyers
Managing Director
Goldman Sachs
Melanie Richards
Melanie Richards
Marketing, TESTING
Ishka

Investing in Aviation Finance: Europe, is the meeting place for institutional investors and industry specialists looking to explore funding and aircraft investment opportunities across Europe and the rest of the world.

Our back to the future agenda aims to challenge the market to develop products, structures and infrastructure to address the misalignment between issuers and investors and stimulate more deal activity.


WHAT TO EXPECT

PLAN. CONNECT. ENGAGE.

We've made it even easier for you to maximize your event experience with our dedicated event app!
Browse the full guest list, message fellow attendees and schedule meetings all from the palm of your hand.
 
Available to download now via app store!

 

 

 

Gain expert insight from our incredible speaker line-up

    

CONFIRMED INVESTORS INCLUDE

Absolute Return Partners
Aeon Investments 
Amstrow
Bateleur Capital L.L.C.
Border To Coast Pension Funds
Brooks Macdonald Asset Management
Cairn Capital
Charter House Capital Partners
Coller Capital
Deutsche Asset Management
DWS – DB Group
Entrust Global 
Fortress Investment Group
Friends First Life Assurance Company
GIC
IFM Investors
Insight Investment
JUST Group
JW Asset Management
L&G IM
L&G Retirement
LetterOne Treasury Services
M&G Investments
Marks and Spencer Pension Trust
Metlife
Millennium Capital AS
Newton Investment Management
Nimrod Capital
Ontario Airports 
Ostrum AM
Pantheon Ventures
Pension Insurance Corporation
PGGM Infrastructure
Phoenix Group 
RM Capital 
Rothesay Life 
Royal Mail Pension Plan
RPMI
SilverNote Capital Limited
Stanhope Capital
Tesco Pension Fund
The Grosvenor Family Office
Volofin Capital Management Ltd
Volpi Capital
Wafra
Waverton Investment Management



 

Watch the highlights and hear what delegates had to say about the 2018 conference

    


For sponsorship opportunites please contact Lewis Price:
[email protected]
+44 203 189 4598

Steve Mason
“A refreshing format with great information and insight”
Steve Mason
Head of Aircraft Evaluation and Asset Strategy, Cit
“Superb event with exceptional networking opportunities”
Arnaud Fiscel
Managing Director, Aeroportance
Arnaud  Fiscel
Oumar  Diallo
“Great event, very informative! I would recommend it to anyone interested in aviation whether experienced or new to the industry.”
Oumar Diallo
Partner , Floreat Capital Markets
  Research Hub Agenda
09:30

The Alternative Infrastructure view

Making the case for aircraft as an alternative infrastructure asset class (aircraft characteristics, risk return structures, the broadening out of investor interests from core infra etc)

Main room

10:15

Oil price fluctuations and their footprint on the aviation industry: cause and correlation

Main room

11:00

Networking break

Main room

11:45

What will impact future aircraft values and lease rates in the future?

  • The retention of aircraft values on different types of aircraft
  • Repercussions for A380 values following end of production
  • The model life cycle: Are the Neo/Max getting a fair premium over the Ceo/NG in value and lease rate terms now that they are proven in service?
  • New vs midlife; where’s the sweet spot
  • Part out market, engines strength
  • The impact of a downturn

Main room

12:30

What are the actual returns by age of aircraft today?

Exploring lessors’ options: limited value in S&LB market vs placing orders with OEMs today for deliveries in 3-5 years

Investigating aggressive traffic growth projections and the prospect of overcapacity – can lessors capitalise if the growth targets fall short?

Is lessor consolidation the answer?

Main room

13:00

Lunch

Main room

14:00

How do today’s lessors grow? OEM orders vs S&LB value

  • Exploring lessors’ options: limited value in S&LB market vs placing orders with OEMs today for deliveries in 3-5 years
  • Investigating aggressive traffic growth projections and the prospect of overcapacity – can lessors capitalise if the growth targets fall short?
  • Is lessor consolidation the answer?

Main room

14:30

Exploring AFIC

Main room

15:15

The Ishka view of 2019 and beyond

Main room

  Debt Equity Product MOT Back to the Future “Business Angels” clinic
08:00

Breakfast briefing with KGAL - Opportunities for investors across the life of an aircraft

Main room

09:00

Ishka welcome and video

Main room

09:10

Keynote presentation with Jim Reid

    This session will cover the macro backdrop on the global economy and financial markets

    Why was 2018 the worst year for global financial markets on record and why has 2019 rebounded strongly so far?

    What are the upcoming risks investors need to look out for?

    Where are we in this cycle and when the the next recession expected?

Main room

09:35

Could Brexit shock the aviation industry into a downturn?

  • The impact of Brexit on the industry
  • Will the industry see liberalisation in the existing airline ownership & control rules?
  • What can be learned from previous cycle downturns? How resilient is the market?
  • How elastic is investor demand? How do investors feel their investments would perform in a downturn?

Main room

10:15

Keynote investor panel: How to align the interests of European investors with issuers

  • What are investors’ preferences in terms of structures in the market?
  • Investor roadshows: best practices for issuers and banks
  • Is the market deep enough for European investors?

Main room

10:50

Networking break

Main room

11:30

11:45: Ishka and FPG Amentum’s investor survey – the results

Main room

11:50

Black mirror all play

What impact will global digitalisation and technology advances have on the industry? Delegates are split in to small groups and set a series of challenges to solve together and feedback to the group. 

Main room

12:40

Lunch

Main room

Debt Equity
14:00

Is the lack of European EETCs a demand or a supply issue?

Will tradable e-notes bring more European investors in to the ABS product?

14:30

Are bilateral deals the best entry point for European investors to match their y...

What are the challenges for European investors looking to increase their exposur...

  • Main room 2

15:00

Networking break

Main room

Product MOT Back to the Future “Business Angels” clinic
15:30

Are AFIC, Balthazar and ACG’s AFS programme robust investment options for invest...

This house believes aviation should be classed as an ESG rated investment in the...

  • Main room 2

“Business Angels” clinic

Main room 3

Product MOT Back to the Future
16:00

The afternoon ABS workout: breaking down restrictions for investing in ABS debt ...

Challenging the status quo that aircraft is a dollar asset

16:30

Keynote issuer panel: marrying the mindsets of issuers and investors

  • What structures are available to European investors?
  • What are the opportunities coming out of the market today? Age of aircraft, airlines, deal terms, pricing expectations etc
  • How far are issuers willing to flex deal terms in recognition of investor requirements?

Main room

Investor/Airline Registration 

Complimentary conference day passes are available to airlines and instiutional investors (subject to approval by Ishka)

Please note that complimentary passes are valid for the main conference day only (Wednesday 10th April). Passes for the Research Hub taking place on Tuesday 9th April must be purchased separately via the booking page.

 

Any questions or for more information, please contact Harriet Coates 
[email protected]
+44 (0)203 189 4597

etc.venues St Pauls, 200 Aldersgate, St. Pauls, London EC1A 4HD

United Kingdom

Event enquiries

Phone: +44 (0)20 3176 6393

Email: [email protected]

Investing in Aviation Finance Japan

12th September 2019

Exclusive gathering of Japanese investors, regional banks and the wider aviation finance community to uncover new opportunities in a changing Japanese investment landscape


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