Investing in Aviation Finance: Frankfurt

Nov 28 - Nov 29, 2017
AKA BANK , Germany
founding partner

The first event focussing on the German capital markets for aviation finance, delivering an exceptional opportunity to meet and hear from regional German institutional investors

Ishka’s Investing in Aviation Finance: Frankfurt brought together the best minds in aviation finance to address critical issues facing the investor community. 
 


Tuesday 28th November: Main Conference

 Interactive session format        Targeted, relevant content

 

Wednesday 29th November: Half-Day Workshop

  360° specialist masterclass

**Click on the agenda tab above to see the full programme


Investing in Aviation Finance: Frankfurt
28th - 29th November, 2017

With a significant number of German investors looking at the asset class in more depth and evaluating investment opportunities beyond senior debt, our engaging agenda explored how the institutional investor community and wider aviation market can overcome operational challenges and foster new, long-term investment opportunities.

“A very refreshing approach and format. Candid and quality discussions about the latest industry topics.” Edward O'Byrne, Chief Investment Officer, AerCap

“Great event, very informative! I would recommend it to anyone interested in aviation whether experienced or new to the industry.” Oumar Diallo, Partner, Floreat Floreat Capital Markets


 

For more information, please contact:
Tom Preselo, Head of Production
+44 (0)20 3176 3696
[email protected]

 

 

  Plenary

The Ishka opening video and view

Plenary

Where are we in the aviation cycles and is now the right time to invest?

  • The distribution of relative risk and expected risk reward profiles of aviation relative to other asset classes

Plenary

Deal or No Deal: Making the switch from senior loans to pass through products and going down the credit curve

We take a diverse range of investors, and present a series of hypothetical deals for our panel to unpack and analyse, providing a unique insight into their investment decision making.

 

  • How do different investor segments think about aviation finance?
  • Where are they looking to play? What appetite is there for mezzanine and junior debt?
  • What constraints do they have?
  • Rating requirements

Plenary

Networking break

Plenary

Reconciling and structuring aviation investments within the German regulatory framework: Anlageverordnung and Solvency II

  • VAG
  • BAFIN
  • Solvency II
  • MIFID

Plenary

Investing in dollar assets: Structuring solutions for euro denominated debt

  • Managing exchange rate swings
  • Hedging requirements
  • Will there be a supply of airlines and lessors issuing in euros?

Plenary

Lunch

Plenary

Which assets are under pressure and how can investors manage their exposures?

  • Debating the future of the widebody market and A380
  • How far away are CMV’s from appraised values and should investors tread with caution?

Plenary

The rise of the aviation debt fund: Why are institutions looking to set up debt ...

Networking break

Plenary

The evolution of equity investments: what new structures are emerging and where are the best returns?

  • Are the tax benefits still there?
  • Return requirements and asset appetite
  • Annual cash running yield requirements
  • Length of investment profile
  • Leverage requirements

Plenary

The "Industry All Play"

This interactive session sees delegates split into small pre-defined groups where they will collaborate to identify and solve key market issue to drive the market forward

Plenary

Close of conference followed by drinks reception

Plenary

  Plenary

Accessing the market: going beyond debt funds

  • Operating and finance leases
  • The parties involved in aviation
  • Types of metal
  • Structured and unsecured products
  • Debt funds, KG funds and asset manager
  • Evaluating the Schuldschein product and the potential for a secured private placement 

Plenary

Spotlight on the asset

  • Calculating residual risk
  • The appraisal methodology
  • Evaluating a portfolio
  • Calculating market to market value 

Plenary

A bottom up analysis of cashflows and maintenance reserves

Plenary

Coffee Break

Plenary

Lease assumptions and market fundamentals

  • Where are lease rates going?
  • When/ what happens when the first waves of planes come off lease?
  • Are leases matching finance tenors?

Plenary

Managing risk

Joerg Schirrmacher
Joerg Schirrmacher
Head of Transport Finance & Senior Vice President
Helaba/Landesbank Hessen-Thuringen
Melanie Richards
Melanie Richards
Marketing, TESTING
Ishka
Jorn H Mennerich
Jorn H Mennerich
Managing Partner
HEH Aviation Management GmbH
Zaki Nuseibeh
Zaki Nuseibeh
Floreat Capital Markets
Doug Winter
Doug Winter
President & Chief Commercial Officer
Intrepid Aviation Group
Peter Vardigans
Peter Vardigans
Partner
Magi Aviation Capital
Karl Essig
Karl Essig
Partner
AgFe
Martin Opfermann
Martin Opfermann
Portfolio Manager
Allianz Global Investors
Christine Rovelli
Christine Rovelli
Vice President and Group Treasurer
Finnair
Mark Lapidus
Mark Lapidus
CEO
Amedeo
Michael Lungariello
Michael Lungariello
Chief Financial Officer
Intrepid Aviation Group
Patrick den Elzen
Patrick den Elzen
Managing Director
Arena Aviation Capital
Florian Martin
Florian Martin
Speaker of the Executive Board
KGAL Group
Matt Simonetti
Matt Simonetti
Director
Citi
Stephan Sayre
Stephan Sayre
Managing Director
DVB Bank
Alok Wadhawan
Alok Wadhawan
Co-Head Aviation Finance
Investec
Fraser Chestney
Fraser Chestney
Managing Partner
Doric Partners LLP
Christian Wolff
Christian Wolff
Director
Helaba (Landesbank Hessen-Thueringen)
Ali Ben Lmadani
Ali Ben Lmadani
CEO
ABL Aviation

AKA BANK

Große Gallusstraße 1-7

60311, Frankfurt am Main, Germany

Event enquiries

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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