The Aviation Investival : New York

Oct 16 - Oct 17, 2018
Stewart Hotel, United States
founding partner
founding partner

There's only one week to go until Ishka's Aviation Investival takes over the city that never sleeps!

Keeping a strong focus on the capital markets, this lively event promises to connect an even wider network of investors with key stakeholders across the aviation industry. Join some of the best minds in the industry for two days of hot topic debates, analysis, interactive sessions and world-class content.

 

CONFIRMED INVESTORS INCLUDE:

 

NEW FOR 2018 

 An even wider network of institutional investors
 A larger audience of senior industry representatives
Dedicated streams for capital markets and wider industry themes, as well as debt and equity financing. 
More interactive and innovative session formats
The brand new Ishka App for enhanced networking opportunities

 

 

  

 

HERE'S A GLIMSPE AT THE COMPANIES ATTENDING:

A&L Goodbody 
AAG Capital Markets
Aberdeen Standard Investments
ABL Aviation
Acumen Aviation
Aergo Capital
Air Lease Corporation 
Airborne Capital Limited 
Airlease Corp
Allianz Transfer Risk
Amedeo
Apollo
Atalaya Capital Management LP 
Avation 
Avolon
Bank of America Merrill Lynch
Barings
Bateleur Capital, L.L.C.
BC Partners 
BOC Aviation
Brown Brothers Harriman 
Capital Source a Division of Pacific Western Bank
Castlelake
Citi
Citigroup
Clifford Chance US LLP
Collateral Guaranty LLC
Collateral Verifications 
Cross Ocean Partners 
DAE
DavidsonKempner Capital Management LP
Debevoise & Plimpton
Deutsche Bank Securities Inc. 
Dubai Aerospace Enterprise

DVB Bank 
Echelon Transportation LLC
ELFC
EnTrustPermal
Fidelity Investments 
GECAS
Global Atlantic Financial Group
Goldman Sachs
Guardian Life Insurance Company of America
Helaba
Hudson Structured Capital
IBA
ICF
International Airline Group
Invesco
Investec
InvestHK 
ITE Management
J P Morgan
JetBlue
John Hancock 
Khronos LLC
KKR
Kroll Bond Rating Agency
Langschiff Capital Partners
Legal & General Investment Management America
Loomis & Sayles
M&M Private Lending Group
Magi Aviation Capital
Magnetar
MAIS - Mozambique Air Services SA
Marathon Asset Management
Marsh USA Inc

Merx Aviation
Metlife
Mizuho
Morgan Stanley
Mutual of Omaha
Natixis
NexGen Aviation Capital
Nordic Aviation Capital
Novus Aviation Capital
NYC Finance
Old Hill Partners
Oz Management
Pratt & Whitney 
Pretium Partners
PwC
Raven Capital Management
Rolls-Royce 
Rolls-Royce and Partners Finance
SKY Airline
SMBC AC 
Standard & Poor's
Stratos
Sun Country Airlines
SunLife Investments
TrueNoord
UMB Bank
Universal Asset Management 
Vedder Price
Virgo Investment group
Voyager
Wasaya Group Inc.
Waterfall Asset Management
Wells Fargo Securities
Wilmington Trust 

 

Arnaud Fiscel
A fantastic gathering of aviation experts openly exchanging on the latest trends of the industry, in a friendly yet professional environment.
Arnaud Fiscel
Head of Transportation , Bank of China
Frank Constantinople
Well attended and well organized event, with solid attendance from the buy-side. A nice tutorial for investors who are considering allocating capital to the sector.
Frank Constantinople
SVP Investor Relations, Aircastle
olivier trauchessec
olivier trauchessec
Mitsubishi UFJ Financial Group (MUFG)
Kalash  Pandey
Kalash Pandey
Vice President, IBD Structured Finance,
Goldman Sachs
Ross O'Connor
Ross O'Connor
Head of Investor Relations
Avolon
Robert Sheldon
Robert Sheldon
Managing Director, Head of Transportation ABS
Deutsche Bank
Joseph O'Brien
Joseph O'Brien
Chief Commercial Officer
Engine Lease Finance Corporation
Belinda Ghetti
Belinda Ghetti
Senior Director
Standard & Poors
Stuart Hatcher
Stuart Hatcher
CCO
IBA Group
Bradley Sohl
Bradley Sohl
Director
Bank of America Merrill Lynch (BAML)
Jose Ignacio Dougnac
Jose Ignacio Dougnac
CFO
Sky Airline
Caitlin Colvin
Caitlin Colvin
Senior Director
Kroll Bond Ratings (KBRA)
Steven Bridgland
Steven Bridgland
Senior Vice President
DVB Bank
Joseph Thorstenson
Joseph Thorstenson
vp
Marathon Asset Management
Gary  Fitzgerald
Gary Fitzgerald
CEO
Stratos
Scott Debano
Scott Debano
Director
Citi
Bob Morin
Bob Morin
Managing Director
Marsh Aviation
Scott Paige
Scott Paige
Portfolio Manager
AAG Capital Markets
Rafael Khun
Rafael Khun
Vice President
Deutsche Bank
Andrew Hanson
Andrew Hanson
MD, Private Placements
Morgan Stanley
Robert Korn
Robert Korn
President
Apollo Aviation Group
Ardy Ghanbar
Ardy Ghanbar
Castlelake
Ronan Murphy
Ronan Murphy
Director
Merx Aviation
Matthew Elwood
Matthew Elwood
Managing Director
Barings LLC
Dave Davis
Dave Davis
+1 651.905.2718 +1612.803.6336
Sun Country Airlines
Bharat Chandrasekaran
Bharat Chandrasekaran
Head of ABS Bond Trading
Morgan Stanley
William  Eustis
William Eustis
Managing Director
Wells Fargo Securities, LLC
Radha  Tilton
Radha Tilton
Managing Director
Goldman Sachs
Mark Harrison
Mark Harrison
Vice President, Lessors
Rolls-Royce
Ursula Hurley
Ursula Hurley
Vice President Structural Programs
JetBlue Airways
Christian Wolff
Christian Wolff
Director
Helaba
Johan  Visser
Johan Visser
Novus Aviation Capital
Bob Peart
Bob Peart
Portfolio Manager
Magnetar Capital LLC
Trevor  Ricards
Trevor Ricards
Senior Vice President
GECAS
Matt Simonetti
Matt Simonetti
Director - Global Structured Finance
Citi
Firoz Tarapore
Firoz Tarapore
CEO
Dubai Aerospace Enterprise
Ali Ben Lmadani
Ali Ben Lmadani
Managing Director
ABL Aviation
Peter Vardigans
Peter Vardigans
Partner
Magi Aviation Capital
Paul Brusiloff
Paul Brusiloff
Debevoise & Plimpton LLP
Kevin  MacLeod
Kevin MacLeod
Vedder Price
Elizabeth Lapastora
Elizabeth Lapastora
Mutual of Omaha
Kumar Velayudham
Kumar Velayudham
Managing Director
Oz Management
Emily Wicker
Emily Wicker
Partner
Clifford Chance
Madalyn Miller
Madalyn Miller
Associate
Clifford Chance
Irena  Badelska
Irena Badelska
Head of Business Development & Investor Relations
Amedeo
Thomas Light
Thomas Light
Aviation Finance
Investec
Paul Kent
Paul Kent
President and CCO
Amedeo
Bryson Monteleone
Bryson Monteleone
Senior Advisor | Aviation Finance Advisory Services
PwC
Vinodh Srinivasan
Vinodh Srinivasan
Managing Director - Co-Head Structured Credit Group - Fixed Income Division
Mizuho
Rod Sheridan
Rod Sheridan
Vice Chairman
Nordic Aviation Capital
Gueric Dechavanne
Gueric Dechavanne
VP
Collateral Verifications
Dick Forsberg
Dick Forsberg
Head of Strategy
Avolon
Patrick  Clancy
Patrick Clancy
Associate
KKR
Ryan  McKenna
Ryan McKenna
Vice President
Air Lease Corporation
John  Beekman
John Beekman
Fidelity Investments
Bob Bengtson
Bob Bengtson
Vice President
Goldman Sachs
Keith Allman
Keith Allman
VP
Loomis Sayles
Mark Streeter
Mark Streeter
Managing Director
JP Morgan
  Capital Markets Stream Wider Market Stream Debt Stream Equity Stream Brain Box

ICF Breakfast Briefing - Accuracy in maintenance cash flow forecasting in support of ABS transactions

Pre-registered attendance only

Room 2

Ishka Welcome Video

Main Stage

The Ishka Gameshow

Our panellists will be split in two teams & challenged with answering a series of fun industry focused questions. 

Main Stage

The Investor Think Tank

Aviation finance investors provide insights, advice & ideas on their personal appetite & challenges with industry fundamentals & market structures. Delegates will then have a chance to digest & reflect on what has been discussed in groups at the end of the session.

  • What do investors think of liquid e-notes?
  • Are ABS with asset managers included compensated correctly? Is the alignment of interest strengthened or weakened?
  • Do issuers have enough equity in deals?

Main Stage

Break

Main Stage

Keynote Airline Panel

Hear from key US airlines on the health of their businesses, how it’s changing & their financing / fleet plans moving forward.

  • What impact, if any, is oil & labour cost hikes having on airlines?
  • What financing structures are most attractive to airlines in the current environment? Bank debt, unsecured notes, JOLCOs, EETC etc
  • To what extent is attractive pricing in the bank debt market perturbing airlines from the capital markets?

Main Stage

The Crunch Before Lunch

Delegates are split in to small groups & tasked with participating in crunch talks on industry topics which need to tackled. Topics will include women in aviation, the art of negotiation, futureproofing at the height of the market, overly optimistic valuations & more.

Main Stage

Lunch

Main Stage

To what extend is the aviation ABS structure a market in itself?

Is consolidation the best way for industry platforms to stay competitive?

  • What is more important t...

    Room 2

How do JVs & sidecars compare to their parent lessors, & what should investors b...

  • Exploring the creation & challenges of lessors & their JVs &...

    Main Stage

This house believes aviation is flirting with moral hazard.

  • Who’s responsibility is it to guard investors against risk e.g A38...

    Room 2

Break

Main Stage

DEBATE ROUND

“This house believes the ABS market is showing signs of stress & o...

Main Stage

DEBATE ROUND

"This house believes the e-note offers the best return for equity investors&...

Room 2

Will a deeper secondary market help grow the aviation capital markets?

  • Breakdown of trading vol...

    Main Stage

What is the appetite in the US for JOLCO-debt hybrid structures?

Brain Box

Room 3

How are private placements evolving?

  • What is a debt private p...

    Main Stage

Why has private equity interest taken flight in the US aviation market?

  • Examining the features & benefits of private equity structures; E-no...

    Room 2

  Investor Masterclass

Taking the “sweet with the sour”

With sellers dictating terms, and older aircraft/ more challenging credits being included in portfolio sales, how should investors think about these opportunities?

  • Extracting value in mid to end of life aircraft
  • Negotiation strategies
  • Credit analysis on portfolio sales 

Main Stage

Restructuring masterclass: dealing with default scenarios

  • Case study: lessons from recent airline bankruptcies impact on investor exposures 
  • Restructuring mechanics and pitfalls 
  • Monitoring investments: which portfolios are showing signs of distress? 

Main Stage

Finding value outside of commercial aviation: investing in alternative aviation asset classes

Extracting value in aircraft engines: 

  • Differences when analysing engines vs aircraft
  • Where to buy in the economic cycle? (new, used or tertiary?)
  • Engine selection considerations: maximising revenue and minimizing ongoing costs 
  • Owning or leasing? Aftercare, MRO support, RV etc

Freighters: is now the right time to invest in the cargo market?

  • Forecasting key economic indicators and impact on cargo traffic 
  • Converting narrow bodies into freighters

Business Jets: how to determine the strength of the lessee’s credit

  • Understanding confidentiality clauses around lessee identity / credit rating band
  • Unpicking servicer methodologies which determine the relative strength of the lease/loan
  • Structural differences in business jet securitisation transactions

Main Stage

Break

Main Stage

Understanding changes to the e-note format and ABS structures

Unpicking the 144A e-note format for ALC/THUNDERBOLT vs GECAS/START1 

  • Tradability
  • Tax structure
  • Transparency and amount of information provided and what this means for debt investors
  • Valuations

The rise of e-note managers and the implications for debt holders 

Additional structural protections for investors

Variance in pricing between deals

Issuer differentiation – assessing track records

Main Stage

Valuations: looking further than the numbers

  • New vs old technology values – premium on new technology
  • Future residual value assumptions
  • Engines / part out market values
  • Useful economic life of the assets
  • Distressed aircraft sale values
  • Understanding the variance between appraiser methodologies and their values

Main Stage

Stewart Hotel

371 7th Avenue

New York, 10001, United States

Event enquiries

Phone: [email protected]

ACCOMMODATION
Conferences delegates who wish to stay at the event hotel can take advantage of a 15% discount on rooms at the Stewart Hotel over the duration of the event. Please contact us for information on how to book: [email protected] 

This boutique hotel in Manhattan features a restaurant, gym and studios or suites with full kitchens. Stewart Hotel is 350 yards from Penn Station and Madison Square Garden.

The Empire State Building is 700 yards from this hotel. It is less than 0.6 miles from Times Square and within 1.2 miles of Radio City Music Hall and Rockefeller Center. 

The Aviation Investival New York 

The industry’s leading forum for aviation finance professionals to meet and engage with North American institutional investors. 

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