Investing in Aviation Finance: Europe

Apr 11 - Apr 12, 2018
Glaziers Hall, United Kingdom
founding partner
founding partner

Ishka’s 'Investing in Aviation Finance: Europe' delivers the insight you need to make game-changing business decisions

Following the success of our inaugural event in 2017, we're delighted to return to London in April.
Delivering extraordinary content and networking opportunities, Ishka’s 'Investing in Aviation Finance: Europe'
connects institutional investors to the aviation finance market and delivers a unique forum for education and collaboration with the wider aviation finance community


40+ institutional investors confirmed to date!

 

INVESTOR MASTERCLASS
Wednesday 11th April 
MAIN CONFERENCE
Thursday 12th April 

Gain a 360 degree view on the complexities of investing in aviation assets with this specialist masterclass, specifically designed for institutional investors looking to understand this asset class. 


Who should attend?

  • New and experienced investment managers
  • Pension funds and family offices 
  • Insurance companies 
  • Market practitioners from the banking, leasing, airline and legal communities. 

This strategic event focuses on innovation and education, challenging attendees to tackle barriers and find solutions to support the growth of the European capital markets for aviation finance. 

With separate debt and equity streams, you’ll receive carefully curated content, most relevant to your interests.

Complimentary passes available for non-banking institutional investors and airline representatives. 

Contact Harriet Coates for more information and to claim your free place: [email protected]

 


 

Meet Aviva, L&G, Tesco Pension Investment, Nationwide Pension Fund and 40+ other institutional investors already confirmed
 

Aberdeen Standard Investments
Absolute Return Partners 
Aviva Investors
Bateleur Capital L.L.C.
Beazley Group 
Brooks Macdonald
Cairn Capital 
Coller Capital
Deutsche Asset Management
Dunas Real Assets
Fidelity International 
Gardenia Technologies
Greensill Capital

Legal and General Investment
Legal and General Pension
Legal and General Retirement 
LetterOne Treasury Services
LGIM
M&G
Metlife
Nationwide Pension fund
Nimrod Capital LLP
Oz Management 
Pamplona Credit Funds
Pantheon Ventures (UK) 

Provinzial Rheinland Insurance
Prudential
RM Capital 
Rothesay Life 
Royal Mail Pension Plan
Sequoia Investment Management 
Sequoia Investment Management Co Ltd
Stanhope Capital
State of Florida Pension Fund
TCI Fund Management
Tesco Pension Investment
Waverton Investment Management
Zurich Insurance Group


......with many more to be announced soon! 

 

'INVESTING IN AVIATION FINANCE: EUROPE' DELIVERS

Capped, high quality attendance providing an intimate environment for debate

An extensively researched agenda, focussing on innovation and critical issues covering both the equity and debt markets

Unrivalled networking opportunities with key investors - 40+ confirmed to date!

Unmissable insight from our expert panelists to energise the way you think

 

     
 

 

“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


For more information, please contact:
Harriet Coates; [email protected]
+44(0) 2031894597


For sponsorship opportunities, please email:
Chris Keene; 
[email protected]


Ishka's 'Investing in Aviation Finance: Europe' is the only event dedicated to the European capital markets for aviation finance.  This year's event promises to be bigger and better than ever, with even more specialist content and collaborative session formats

  Meet and network with 40+ institutional investors already confirmed - more added daily 


  Get the inside track on the latest investment indicators - identify opportunities and pitfalls  


 First-class line-up of speakers and panellists including 
Edward O'Byrne, CIO, Aercap
James Hall, Director Corporate Finance, American Airlines
Alan Leeks, VP Fleet Planning, Virgin Atlantic Airways 
David Andrews,
MP, Hudson Structured Capital Management



Here's a taster of the many unique and unmissable sessions 
 

     

 

Alongside our content-rich programme, our panel of expert aviation angels will be on hand to consult, discuss and advise in our new Business Angels drop in clinic

 


WHAT YOU CAN EXPECT IN 2018

 

  Spectacular speaker line-up comprised of over 40 leading industry experts
 

   New investors from Holland, France, Germany and the Nordics
 

   Even more issuer and airline representatives 
 

   New interactive session formats such as Idea Labs, design fiction and the great Ishka duel 
 

  Separate debt and equity streams delivering targeted content.

 


Meet the following investors and airlines already confirmed to attend:

 

Aberdeen Standard Investments
Absolute Return Partners 
Aviva Investors
Bateleur Capital L.L.C.
Beazley Group 
Brooks Macdonald
Cairn Capital 
Coller Capital
Deutsche Asset Management
Dunas Real Assets
Fidelity International 
Gardenia Technologies
Greensill Capital
Legal and General Investment
Legal and General Pension
Legal and General Retirement 
LetterOne Treasury Services
LGIM
M&G
Metlife
Nationwide Pension fund
Nimrod Capital LLP
Oz Management 
Pamplona Credit Funds
Pantheon Ventures (UK) 
Provinzial Rheinland Versicherung 
Prudential
RM Capital 
Rothesay Life 
Royal Mail Pension Plan
Sequoia Investment Management 
Stanhope Capital
State of Florida Pension Fund
TCI Fund Management
Tesco Pension Investment
Waverton Investment Management
Zurich Insurance Group

    

             


Investing in Aviation Finance: London, 2017 Attendee breakdown

120 Organisations | 200+ delegates

Steve Mason
“A refreshing format with great information and insight”
Steve Mason
Head of Aircraft Evaluation and Asset Strategy, Cit
Great opportunity to interact with professionals from the investment community and develop new and valuable contacts within an industry that will become increasingly more important to us.
Patrick den Elzen
CEO, Arena Aviation Capital
Patrick den Elzen
Frederic Surdon
“Great event with lively and open debate”
Frederic Surdon
Head of Asset Finance , Société Générale
I was particularly impressed with the emphasis placed on delegate interaction, evident both in the structured sessions and the wealth of informal networking opportunities. I will definitely look to attend other events run by Ishka in the future”.
Emma Scott
Investment Analyst , Aberdeen Asset Management PLC
Emma  Scott
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
George Stone
George Stone
Managing Director
Barings Asset Management
Shane  Matthews
Shane Matthews
Head of Strategic & Market Analysis,
SMBC Aviation Capital
Jim Bell
Jim Bell
Partner
Bird & Bird LLP
Paul DaVall
Paul DaVall
DVB Bank
Steve  Townend
Steve Townend
CCO
Boc Aviation
Laurent  Biousse
Laurent Biousse
Aeronautics Fund
Peter Vardigans
Peter Vardigans
Partner
Magi Aviation Capital
Stephen Murphy
Stephen Murphy
Head Of Corporate Finance
Goshawk Aviation
Cian Dooley
Cian Dooley
Founding Partner
Airborne Capital
Gary  Fitzgerald
Gary Fitzgerald
Managing Director - Stratos Aircraft Finance Solutions
Stratos
Vicente Alava Pons
Vicente Alava Pons
Managing Director
DVB Bank
Thomas Light
Thomas Light
Aviation Finance
Investec
Ali Lmadani
Ali Lmadani
Partner
ABL Aviation
Matthew O'Sullivan
Matthew O'Sullivan
M&G Investments
Bobby Janagan
Bobby Janagan
General Manager
Rolls-Royce & Partners Finance
Brian Olvany
Brian Olvany
Head of Private Debt
Zurich Insurance Group
Richard Walton
Richard Walton
Special Counsel
Milbank,Tweed, Hadley & McCloy
Stephan Sayre
Stephan Sayre
Managing Director
DVB Bank
Roman  Lyadov
Roman Lyadov
CEO
GTLK Europe DAC
Joerg Schirrmacher
Joerg Schirrmacher
Head of Transport Finance
Helaba
Christian Wolff
Christian Wolff
Director
Helaba
Marjan Riggi
Marjan Riggi
Managing Director
Kroll Bond Ratings (KBRA)
Sean Cleghorn
Sean Cleghorn
Partner
Magi Aviation Capital
Ranbir  Hunjan
Ranbir Hunjan
Partner, Banking & Finance
Clifford Chance
David Andrews
David Andrews
Managing Partner
Hudson Structured Capital Management
Matthew Taylor
Matthew Taylor
Legal and General
William Glaister
William Glaister
Clifford Chance
Anyi Lee
Anyi Lee
VP Global Structured Debt
Citi
Alan Leeks
Alan Leeks
Virgin Atlantic Airways
Ed Hansom
Ed Hansom
Consultant
.
Ryan  McKenna
Ryan McKenna
Vice President
Air Lease Corporation
Dick Forsberg
Dick Forsberg
Head of Strategy
Avolon
Thierry Masson
Thierry Masson
Director - alternative credit origination
Prudential Capital
Nils  Hallerstrom
Nils Hallerstrom
President
PK AirFinance
Bill Blain
Bill Blain
Head of Capital Markets
Mint Partners
Bob Peart
Bob Peart
Portfolio Manager
Magnetar Capital LLC
Edward  O'Byrne
Edward O'Byrne
Chief Investment Officer
Aercap
Dan Stone
Dan Stone
Executive Vice President
Dubai Aerospace Enterprise
Austin  Wiley
Austin Wiley
SKY Leasing
rich barnett
rich barnett
Castlelake
Radha  Tilton
Radha Tilton
Managing Director
Goldman Sachs
Matthew  O'Sullivan
Matthew O'Sullivan
Head of Commercial Securitisation
M&G Investments
Karl Essig
Karl Essig
Partner
AgFe
James  Hall
James Hall
Director, Corporate Finance and Treasury
American Airlines
Robert Korn
Robert Korn
President
Apollo Aviation Group
Bill Dinning
Bill Dinning
Director, Head of Investment Strategy and Communication
Waverton Investment Management
John  Mowry
John Mowry
Managing Director
Alton Aviation Consultancy
Eric Meyers
Eric Meyers
Managing Director
Goldman Sachs
Chandra  Gopinathan
Chandra Gopinathan
CAIA, Consultant
Rogge Global Partners
  Investor Masterclass

Evaluating aviation finance, going beyond yield

  • How to evaluate the strength of aviation as an asset class, focusing on yield and risk adjusted returns.
  • Components to consider when evaluating and monitoring an investment.
  • Comparison of aviation investments to other asset types and instruments

Room 1

A historical perspective of aviation throughout the cycles: a robust asset class

  • Analysis of the performance of the asset class through different crisis and cycles
  • Bench marking against other asset classes

Room 1

Coffee & Networking

Room 1

Navigating the pitfalls of investing in the asset class: risk and deal analysis

  • Portfolio type, age, residual exposure, leverage, diversification

Room 1

Investing in structured products: the EETC and ABS market

  • Structural features and enhancements to achieve a rating uplift, role of the service provider, setting up an SPV, documentation and the security package, managing a default, returns.

Room 1

Lunch

Room 1

Evaluating airlines, the airline industry and the leasing market: how should investors think about these different segments?

1) Evaluating an airline;

  •  Airline profitability, business model, performance metrics

2) Evaluating a leasing company.

  • Impairments, ROE, book value, aircraft type and vintages, business model.

3) Evaluating the asset

  • Aircraft types, investing in a depreciating asset, calculating residual values and current market value, how aircraft are trading, investing in different vintages.

Room 1

Identifying the right asset manager

Room 1

Coffee Break

Room 1

A look at cashflow modelling and different scenarios

Room 1

Open forum for Q&A

Room 1

  DEBT EQUITY IDEA LABS

Registration and coffee

Room 1

Breakfast briefing with Rolls Royce – Investing in Engines

Room 2

Ishka welcome video and opening remarks

Room 1

Forecasting macroeconomic indicators: What will an interest rate hike mean for the European capital markets?

  • Where have the cycles moved in the past year to now and are we investing at the peak of the cycle?
  • What is the impact of interest rate rises on various players in the industry?
  • Could further interest rate rises in Europe cause bond investors to move away from alternative assets and into financial products?

Room 1

Deal or no deal investor panel: Deconstructing the investment strategies of investors with varying experience in aviation finance

  • Which product offers the best relative value in the current climate?
  • How have recent investors gone through the process? What holds others back?
  • What are investors’ true feelings towards investing in a dollar denominated asset, and the level of liquidity in the market?

Room 1

Networking break

Room 1

Design the future of the market. What the future of the European capital markets could look like.

The challenge: Split into teams, discuss & write down the features of what the future of the market could look like for Europe. Each team’s ideas will be expertly illustrated throughout the afternoon and displayed at the end of the day.

Room 1

Scenario planning: Assessing the impact of recent bankruptcies

How exposed are ABS investors to the recent Air Berlin, Alitalia, Monarch bankruptcies? Has it affected the appetite of European investors?

Room 1

Lunch

Room 1

ABS: still an esoteric proposition?

Uncovering equity investment strategies

  • How do PE (or other) investors view the liquidity of their investments?<...

    Room 2

How to make aviation paper more commoditised and standardised

  • Can transaction documents become more standardised, and if so, how?
  • ...

    Room 3

Assessing the prospects of a private EETC

Building a tradable E-note

Exploring initiatives and structures to make the E-note more liquid and trans...

Room 2

Will there be a rise in structured euro and sterling deals?

  •  How big is the demand for Euro deals in the market, and why?
  • <...

    Room 3

Will issuers continue to look to the unsecured market for funding?

Networking and Coffee

Room 1

The Ishka “Duel”: Transparency – how much we have vs how much we need in the market to stimulate European investor appetite

  • How can the servicer and equity investor collaborate on deals, and what role should transparency play in this?
  • What incentives do manufacturers & lessors have to be more transparent?
  • Is it investors right to know the true metal value of aircraft they invest in?

Room 1

Keynote issuers panel “Town Hall”: Will airlines and lessors turn to European capital markets in 2018 and beyond?

Potential topics could include:

  • Airlines & lessors fleet plans for next year and preferences on fleet funding.
  • With increasing euro and sterling revenue streams, will lessors and airlines look to fund themselves in these currencies?
  • What key initiatives would stimulate issuers to tap the market?

Room 1

Closing remarks and drinks reception

Room 1

Glaziers Hall

9 Montague Close, London Bridge

SE1 9DD, London, United Kingdom

Event enquiries

Phone: +44 (0)20 3176 6393

Email: [email protected]

Thank you to our venue partner Glaziers Hall 

 

FAQs

Q: What does my Investing in Aviation Finance: Europe pass include?
A: Your ticket includes not only access to the conference, but breakfast, lunch, and snacks on both days. You’ll also get access to Ishka’s ice-breaker drinks for an additional, informal networking opportunity.

 

Q: I want to send my entire team. Does Ishka do group discounts?
A: Yes, we offer discounts for any group tickets purchased for 3 or more attendees. For groups of 6+ please email [email protected] to arrange your discounted passes.

 

Q: Can I just attend the investor Masterclass?
A: Yes, you can purchase a masterclass-only ticket by selecting this option on the booking page. Early Bird tickets are available until 16th Feb 2018. 

 

Q: Does Ishka offer free conference passes for Airlines and Institutional Investors?
A. Yes, complimentary conference passes are available to airline representatives and institutional investors*. Pease email [email protected] to register your free place. Please note Masterclass passes must be purchased separately. 

 

Q: I’m a speaker and would like to pitch Investing in Aviation Finance: Europe conference; how can I do this?
A: We are happy to accept speaker pitches, please email [email protected] before March 1st 2018 if you are interested in speaking at this event

 

Q: I am interested in sponsoring this event; how can I do this?
A: We offer a variety of sponsorship packages for our events, please email [email protected] to discuss sponsorship opportunities. 

 

Q: I’d love to stay informed about Investing in Aviation Finance: Europe, How can I do that?
A: You can sign up for our email list and be the first to know about speakers, agendas, and other event updates here

 

 

 

 

*All free passes are subject to approval by Ishka
 

 

Ishka Conference Highlights 

Ishka’s Investing in Aviation Finance: Europe conference returned to London on April 11th-12th 2018.  Watch the highlights and hear what our delegates had to say about the event 

Ishka Insight reports

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