Meet key institutional investors from 35+ organisations and senior airline attendees from:
EXTRAORDINARY CONTENT AND NETWORKING OPPORTUNITIES
Delivering insight into the mindset of institutional investors
Ishka's strategic conference and investor workshop, April 4th-5th, 2017 in London, brings together financiers, 30+ institutional investors, airlines and lessors to explore the evolution of European equity and capital markets for aviation finance
Ishka observes growing demand amongst European airlines, lessors and banks for funding and refinancing opportunities in the European capital markets as euro and sterling revenue pools increase. We acknowledge the weakness of the euro and sterling and the cost of swap is too expensive.
Interestingly, European pension funds, insurance companies and equity investors are increasingly evaluating aviation assets and paper, yet a critical education gap remains.
The day will focus on critical initiatives and barriers within an interactive structure which encourages problem solving and debate
We deliver:
- Data sessions looking at historical performance of the asset class
- Streaming on the debt and equity side for focussed content
- Industry all play - an innovative structure designed for delegates to interact and problem solve
INSTITUTIONAL INVESTOR ATTENDEES INCLUDE:
The Abraaj Group | LHI | |
Aberdeen Asset Management | M&G Investments | |
Alder Investment Management | Magnetar Capital LLC | |
Allianz Global Investors GMBH | Merx | |
Aon Hewitt | Metlife | |
Aviva Investors | MW Eaglewood | |
AXA Investment Managers | Nimrod Capital | |
Baillie Gifford & Co | Pamplona Capital Management | |
Barings | Prudential Capital | |
Cairn Capital | Prudential Portfolio Management Group | |
Coller Capital | RM Capital | |
CQS | Rogge Global Partners | |
Falcon Private Wealth Ltd. | Rothesay Life | |
Fidelity | Sequoia Investment Management | |
Floreat | Scope Ratings | |
JC & Partners | TCI Fund Management Limited | |
KGAL Capital | Wasaya Group Inc. | |
Lazilu Partners | We are Just | |
Legal and General |
Any questions?
Please don't hesitate to get in touch.
Tom Preselo
[email protected]
ABS | EETC | Equity | |
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ABS | |||
09:15 |
RegistrationPlenary |
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09:45 |
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12:30 |
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ABS | EETC | Equity | |
13:30 |
ABS Practical Case StudyAnalytics and methodologies • Credit analysis: Understanding lease cas... Plenary Analytics and methodologies • Structural features and enhancements: Overcollateralization, tranching, performance triggers • Role of the service provider • Setting up a SPV: Listing pre-requisites • Documentation: Creating a robust security package, the prospectus and offering memorandum Managing defaults and protecting collateral • Breakdown of the cape town treaty • Jurisdiction differences • Covenants and managing a default • Loss of yield • Recovery rates |
EETC Practical Case StudyAnalytics and methodologies • What is the collateral and underlying ob... Plenary Analytics and methodologies
Master deal structuring
Managing defaults and protecting collateral
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Private and Public EquitiesAnalytics and methodologies • Equity valuations: Discounted cashflow a... Plenary Analytics and methodologies
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16:30 |
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Debt Stream | Equity Stream | |
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08:30 |
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09:00 |
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09:30 |
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10:00 |
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10:45 |
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11:00 |
Coffee and networkingPlenary |
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Debt Stream | Equity Stream | |
11:45 |
Drivers for ABS: What is driving lessors to the ABS market and should investors ...• Unpackaging the “blackbox”: LTVs, aircraft type and ages&bull... Plenary
11:45
Drivers for ABS: What is driving lessors to the ABS market and should investors tread with caution?
×
![]() Pascal Picano
Global Head Marketing
Apollo Aviation Group
![]() Michael Howard
CFO
Kahala Aviation
Betrand Grabowski
Senior Strategic Advisor
Dubai Aerospace Enterprise
![]() Ryan McKenna
Vice President
Air Lease Corporation
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IPOs and equity valuationsEvaluating equity valuations and methodologies• What is the trend lin... Plenary Evaluating equity valuations and methodologies • What is the trend line for IPOs? Why are lessors listing in Asia? • Why are some lessors trading below their initial price? • Developing a benchmark for valuations and pricing ![]() Richard Wolanksi
Finance Director
Avation
![]() Michael Lungariello
Chief Financial Officer
Intrepid Aviation Group
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12:15 |
Distribution strategies for banksAs Basel III and IV loom over European banks, will they look to sell their loan ... Plenary
As Basel III and IV loom over European banks, will they look to sell their loan portfolios to investors?
• Modelling Basel IV for aviation finance • To what extent will this affect banks capacity to originate and hold assets? • Evaluating exit strategies • Characteristics and nuances of loan securitisations ![]() Richard Moody
Global Head, Transportation and Head of Transport, Infrastructure, and Energy, EMEA
Deutsche Bank
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Scrutinising the E-noteHow was the E-Note performed on a whole life basis? Do the returns justify the r... Plenary How was the E-Note performed on a whole life basis? Do the returns justify the residual risk? ![]() Gerry Butler
Managing Director
Merx Aircraft Finance
![]() Bob Peart
Portfolio Manager
Magnetar Capital LLC
![]() Edward O'Byrne
Chief Investment Officer
Aercap
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12:45 |
The rise of shadow bankingHow much of a threat are alternative financiers?• How are banks, less... Plenary
How much of a threat are alternative financiers?
• How are banks, lessors and investors collaborating on deals? • How are banks reacting to the shifting landscape? • How will regulation treat this activity? ![]() Chandra Gopinathan
CAIA, Consultant
Rogge Global Partners
![]() Howard Millar
CEO
Stellwagen Finance
![]() Alok Wadhawan
Co-Head Aviation Finance
Investec
![]() Ramki Sundaram
Global Head Aviation
Natixis
![]() Fraser Chestney
Managing Partner
Doric Partners LLP
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The importance of the asset manager: Protecting your downside• Trading and selling aircraft with a lease attached• What to look for... Plenary
• Trading and selling aircraft with a lease attached
• What to look for in an asset manager • Managing defaults, repossessions and navigating the security package • Governing conditions of a return • Full life vs half life • Insurance issues • Deconstructing a lease ![]() Stephan Rihm
Vice President
Dr. Peters Group
![]() Patrick den Elzen
CEO
Arena Aviation Capital
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Debt Stream | ||
13:15 |
LunchPlenary |
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14:45 |
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16:00 |
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16:30 |
Keynote panel: The future of the European Capital MarketsHow critical is the development of the European Capital markets for the aviation... Plenary How critical is the development of the European Capital markets for the aviation finance market? ![]() Christine Rovelli
VP
Finnair
![]() Ricky Thirion
Group Treasurer
Etihad Airways
![]() Ray Sisson
CEO
AVi8 Air Capital
![]() Michael Rodyniuk
President & Chief Executive Officer
Wasaya Group Inc.
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“I found the conference to be the best aviation conference I’ve attended in at least a decade. Well done.”
Michael Rodyniuk, President & Chief Executive Officer, WASAYA GROUP Inc
“It was my first Ishka Conference. I have been attending the ISTAT, Airfinance and MRO conferences around the world for more than 5 years and I must say that it was one the best conferences I have attended.”
Laurent Biousse, Director, Aeronautics Fund
“Superb event with exceptional networking opportunities”
Arnaud Fiscel, Managing Director, Aeroportance
Meet senior airline attendees from:
INVESTING IN AVIATION FINANCE
Setting the course for future markets and paradigms
We deliver:
1. A carefully designed agenda and structure which encourages interactive and collaborative discussion through the "industry all play"
2. Capped attendance providing a more intimate environment for debate
3. A content-led, extensively researched programme focussed on innovation and critical issues covering both the equity and debt markets
4. Networking with key investors
DON'T JUST TAKE OUR WORD FOR IT!
HERE'S WHAT ATTENDEES FROM OUR INAUGURAL EVENT HAVE TO SAY.....
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