The Aviation Investival New York

Oct 16 - Oct 17, 2019
The Stewart Hotel, United States
founding partner

The 2019 Aviation Investival North America event brochure just landed!
Browse the full agenda and discover the first wave of industry experts joining our speaker line-up.


WHAT IS THE AVIATION INVESTIVAL NORTH AMERICA?
The only event dedicated to the North American capital market gathers the global aviation finance community of investors, airlines, lessors, asset managers and financiers in New York, October 16th – 17th  to share their expertise and build new relationships.

THE AIM? To tackle the most pressing challenges facing the North American capital markets and uncover new innovations and opportunities.

 

FOCUSSED CONTENT 

FIVE STREAMS: The Aviation Investival boasts five content tracks, including a dedicated stream for the North American Capital Market, Wider Markets, Debt stage, Equity Stage and an investor speed dating stream, giving you the freedom to curate a personalised agenda relevant to your needs.

DAY TWO: INVESTOR MASTERCLASS Taking place on Thursday 17th October, Ishka’s dedicated investor workshop is designed to challenge a lack of transparency in the sector head on, and is focused around the educational needs of the more sophisticated North American investors looking to understand the biggest risks impacting investments in the aviation space including; airline defaults, ABS maintenance modelling, which assets are maintenance payers and appraisal values holding up.

 

NEW IN 2019! 

 INVESTOR SPEED DATING: Looking to strike up new working relationships at the conference? Take part in our 10 minute speed dating rounds bringing issuers together with carefully selected investors.

 INDUSTRY ALL-PLAY: THE ROULETTE RACE Go head-to-head in small groups, answering timely and topical questions on the technical, commercial and strategic, issues and opportunities facing the industry.

 ADVANCED INVESTOR WORKSHOP Challenging the lack of transparency in the sector head on, this technical workshop is tailored to sophisticated North American investors looking to understand the biggest risks impacting investments in the aviation space.

 AIRLINE KEYNOTE: A CONVERSATION WITH BOEING Hear from Tim Myers, President of Boeing Capital on where the aviation finance market is today, analysing the strength of the US airline market, recent innovations and the regulatory environment. 

 

OVER 90 INSTITUTIONAL INVESTORS ATTENDED IN 2018 INCLUDING:

Book your place before 30th Aug 2019 and save up to $150 with our early bird rate! Click here to register.

  Plenary Capital Markets Wider Market Debt stream Equity stream Investor speed dating
09:05

Ishka Welcome

Main room

09:15

A conversation with Boeing – The current state of play for the aviation financing market

Tim Myers, President of Boeing Capital gives his view on where the aviation finance market is today, including weathering a downturn, the strength of the US airline market, recent innovations and the regulatory environment.

Main room

09:45

The Ishka Gameshow

Industry heavyweights discuss this year’s hottest issues, stories and innovations in the US aviation finance market. Pride is the prize and the audience is the winner.

Main room

10:30

Break

Main room

11:15

Keynote investor panel: Ask me anything

Do you have a question for our investor panel? After a short Q&A delegates will be leading the discussion by asking questions using Slido and roaming mics:

  • How esoteric do US investors view aviation as versus comparative asset classes?
  • Are investors concerned by thinning spreads in the deals?
  • What asset types are the sweet spot for investors?

Main room

12:00

Ishka’s Industry All-Play: The Roulette Race

Delegates will be split into teams and compete against each other in a series of fun industry questions picked by Ishka’s famous roulette wheel. The team with the best response in the allotted times wins.

Topics include: alternative aviation assets, lessee credit, quality of appraisals, non-US EETC repeat issuers.

Main room

12:45

Lunch

Main room

14:00

Keynote airline panel: Encouraging more innovation in market structures

  • What are potential innovations in the EETC market? Pre-payments, aircraft substitutions etc
  • Evaluating airline appetite for transactions with Japanese investors
  • Will the A220 be core to all US airlines’ fleet in the next ten years?

Main room

Capital Markets Wider Market
14:30

Investor opportunity constraints; where are the assets?

  • Which assets hit the ‘sweet spot’ for investors looking for ...

    Main room

Have Boeing’s aircraft issues reached their MAX?

  • What if any impact will MAX grounding have on revenue and residual value...

    Room 2

15:00

How real is the tradable e-note market?

  • What is the depth of the market for e-note trades?
  • Why are...

    Main room

When it comes to NGs and ceos vs neos and MAXs; Is old the ‘new new’?

  • Will some issuers’ preference for current gen aircraft continue?

    Room 2

15:30

Break

Main room

Debt stream Equity stream Investor speed dating
16:00

Will the ABS market be around in the same size in the next two years?

  • Are the debt markets late cycle?
  • What causes large varianc...

    Main room

How dynamic is the Japanese equity market?

  • Exploring innovations in the JOL/JOLCO market, and how deep the market i...

    Room 2

Investor Speed Dating

Looking to strike up working relationships on the day?

Pre-book your sp...

Room 3

Debt stream Equity stream
16:30

The Ishka Debate: “This house believes thinning spreads will reduce investor dem...

Main room

The Ishka Debate: “This house believes public equity opportunities offer better ...

Room 2

17:00

Ishka awards Best American Airline followed by short Q&A

Main room

17:10

Conference after-party and networking drinks

Main room

  Plenary
09:30

Airlines will default, but how were recent airline bankruptcies really dealt with?

Case-study led session, exploring the fallout of recent airline bankruptcies (Avianca Brazil, Jet Airways):

  • How well did the industry soak up the aircraft?
  • Did lessor ratings hold true?
  • What were the jurisdictional sensitivities?
  • The impact on demand/supply balance; what will happen if we see an economic contraction?
  • Exploring lessons learned

Main room

10:15

ABS maintenance modelling; Improving the accountability of forecast accuracy:

Providing transparency on what causes variance in ABS forecasts, and what are the differences in risk between working with issuers vs working independently for investors

Intex and DealVector: Who are they, how do their models differ and is one superior?

Main room

11:00

Break

Main room

11:30

Priced to perfection: Have appraisals held up in the current sellers’ market?

Analysis of how appraisals have stacked up relative to expectations in the past few years, focusing on:

  • Residual values by age of aircraft; new, midlife, end of life/part out
  • Whether aircraft sale values incorporate transition costs (re-leases)
  • Level of understanding required for the trading of the assets

Main room

12:00

How to maintain long term value for used widebody market; looking at:

  • Volume increase of aircraft coming on market
  • Lessor mix
  • Simplifying transitions and trading
  • Engine OEM actions – CareStore, LessorCare with LifeKey vs GE growing control of aftermarket

Main room

12:30

Understanding which assets are maintenance payers and which are not

  • Outlining which airlines/assets pay maintenance reserves
  • The relevance of maintenance reserves for investors
  • Evaluating what ‘full life’ means today; heavy maintenance check and new engines or economic top up?

Main room

13:15

End of Workshop Day

Main room

James Meyler
James Meyler
CEO HK
Orix Aviation
Elena Serdyuk
Elena Serdyuk
Director
New York Life Investors
Eamonn Forbes
Eamonn Forbes
Chief Commerical Officer
FPG Amentum
Daniel Krup
Daniel Krup
Managing Director
Beach Point Capital
Lee Roulston
Lee Roulston
Finance Business Partner
Rolls-Royce
Stuart Rubin
Stuart Rubin
VP
ICF SH&E Limited
Doug Winter
Doug Winter
Aircastle
Bob Bengtson
Bob Bengtson
Vice President, Credit Products Group
Goldman Sachs
Will Eustis
Will Eustis
Managing Director
Wells Fargo Securities, LLC
Timothy Myers
Timothy Myers
Boeing Capital Corporation
Kevin Hawkins
Kevin Hawkins
Director – Capital Markets
Delta Air Lines
Donal Boylan
Donal Boylan
Board Of Directors
VietJet Air
Nate Riggs
Nate Riggs
SVP Commerical
Aergo Capital
Fraser Chestney
Fraser Chestney
Senior Vice President
Magi Aviation Capital
Kathryn Peters
Kathryn Peters
Jackson Square Aviation
Damon D'Agostino
Damon D'Agostino
Zephyrus Aviation Capital
Richard Hakes
Richard Hakes
Partner, Head of London Aviation
Reed Smith
Kevin MacLeod
Kevin MacLeod
Shareholder, Head of the New York Capital Markets Group
Vedder Price
Teiji Ishikawa
Teiji Ishikawa
CEO
JP Lease Products and Services
Mark Streeter
Mark Streeter
Managing Director, Airline/Aircraft Credit Research
J.P. Morgan
Andrew Kleeman
Andrew Kleeman
Managing Director
SunLife Investments
John Beekman
John Beekman
Fixed Income Analyst
Fidelity Management & Research
Steven Udvar-Hazy
Steven Udvar-Hazy
Chairman
Air Lease Corporation
Joe O'Mara
Joe O'Mara
Tax Partner
KPMG
Kumar Velayudham
Kumar Velayudham
Managing Director
Oz Management
Ronan Murphy
Ronan Murphy
Director
Merx Aviation Finance
Bryson Monteleone
Bryson Monteleone
Senior Advisor | Aviation Finance Advisory Services
PricewaterhouseCoopers ( PwC )
David Andrews
David Andrews
Managing Partner
Hudson Structured Capital Management
Karl Griffin
Karl Griffin
Chief Commercial & Investment Officer
Genesis Aircraft Services
Ali Ben Lmadani
Ali Ben Lmadani
CEO
ABL Aviation
Gary Fitzgerald
Gary Fitzgerald
CEO
Stratos

Investor/Airline Registration 

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

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

The Stewart Hotel

371 7th Ave

New York, United States

Event enquiries

Phone: +44 (0)203 1894597

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


Book today

Ishka Insight reports

Expert opinion and commentary.
Register for FREE TRIAL

socialise