The Aviation Investival New York

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

Ishka's Aviation Investival North America is gearing up to take over The Stewart Hotel on 16th – 17th October 2019.

With 5 stages of specialised content, 50+ incredible speakers, and even more interactive sessions, join us in New York to gain fresh perspective and inspiration from the industry’s innovators and top thought leaders.


Meet the industry's
crème de la crème including


Steven Udvar Hazy, Chairman, Air Lease Corporation 
Tim Myers, 
President, Boeing Capital 

 Elena Serdyuk, Director, New York Life Investors 
 


The Aviation Investival is THE go-to place build relationships and explore funding opportunities with over 90 institutional investors from across the Americas. Register your place today.

 

FOCUSED 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.

 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. 


INSTITUTIONAL INVESTORS ATTENDING #ISHKANYC INCLUDE:
 

 

  Plenary Capital Markets Wider Market Debt stream Equity stream Investor speed dating
08:15

CIRM Breakfast Briefing: Hedging to reduce your cost of funds and increase your profit margins

Learn the basics of preserving and increasing your yield through hedging your cost of funds.

This session will simplify and demystify the basic interest rate derivatives used in the aircraft financing space. In the process, you’ll gain a better understanding of effective hedge strategies, current market conditions, and an update on LIBOR transition.

Main room

09:05

Ishka Welcome

Main room

09:15

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 Crunch before lunch!

Your opportunity to join a series of fast-paced, roundtable-style discussions, focused on the core challenges and trends impacting the sector now.

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

What is the real impact of the MAX grounding for investors?

 

Understanding the Boeing 737 MAX grounding’s ...

Room 2

Capital Markets
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

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

Exploring AFIC: What investors needs to know

Main room

13:45

End of Workshop Day

Main room

Ted O'Byrne
Ted O'Byrne
MD, Co Head of Aviation
Carlyle Group
John Luth
John Luth
Chairman, President & CEO
Seabury Consulting now part of accenture
Rob Jamison
Rob Jamison
Commercial Manager
Rolls Royce
Peter Friedman
Peter Friedman
Deputy Head, Investment Promotion
InvestHK
Yevgeniya "Gene" Levitin
Yevgeniya "Gene" Levitin
Managing Director
Natixis
Richard Munden
Richard Munden
Partner
Carey Olsen
Greg  Lee
Greg Lee
Managing Director
Goldman Sachs
Addison Schonland
Addison Schonland
Founder & Partner
AirInsight
Radha Tilton
Radha Tilton
MD
Goldman Sachs
Gerry Butler
Gerry Butler
Managing Director
Merx Aviation Finance
Patrick den Elzen
Patrick den Elzen
Managing Director
Arena Aviation Capital
Ardy Ghanbar
Ardy Ghanbar
Aviation CFO
Castlelake
Heinrich Loecheken
Heinrich Loecheken
Consultant
Mc Aviation Partners Inc.
Laurie Sartain
Laurie Sartain
Director
The Corporation for Interest Rate Management
Christina Ochs
Christina Ochs
President
The Corporation for Interest Rate Management
Richard Barnett
Richard Barnett
Managing Director
Castlelake
Marjan Riggi
Marjan Riggi
Senior managing director
Kroll Bond Rating Agency
Chris Beers
Chris Beers
Chief Legal Officer
Aircastle
Eric Morgan
Eric Morgan
Senior Vice President
UMB Bank
Keith  Allman
Keith Allman
Managing Director, Head of Esoteric ABS
MUFG
Gareth John
Gareth John
Global Head of Aviation
Natixis
Leslie Kurshan
Leslie Kurshan
Head of Product Development
Marsh UK
Carla Schriver
Carla Schriver
Vice President
Goldman Sachs
Douglas Lee
Douglas Lee
Deputy Head, Investment Promotion
InvestHK
Marie-Louise  Kelly
Marie-Louise Kelly
Senior Director, Funding & Acquisitions
Orix
Christian Wolff
Christian Wolff
Director
Helaba (Landesbank Hessen-Thueringen)
John Wikoff
John Wikoff
Senior Executive Director
FPG AIM
Ed Connolly
Ed Connolly
SVP Capital Markets
Engine Lease Finance Corporation (ELFC)
Mark Rogers
Mark Rogers
Associate
The Corporation for Interest Rate Management
Steve Mason
Steve Mason
Senior Vice President
Avolon
Shirley Lu
Shirley Lu
Assistant Vice President
Air Lease Corporation
James Meyler
James Meyler
CEO HK
Orix Aviation
Wesley Trowbridge
Wesley Trowbridge
Vice President
T. Rowe Price
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, Managing Director Aviation
ICF SH&E Limited
Doug Winter
Doug Winter
Chief Commercial Officer
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
President
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
Vice President
Jackson Square Aviation
Damon D'Agostino
Damon D'Agostino
President & CEO
Zephyrus Aviation Capital
Richard Hakes
Richard Hakes
Partner, Head of London Aviation
Reed Smith
Kevin MacLeod
Kevin MacLeod
Shareholder
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 Luke Hill 
[email protected]
+44 (0)203 176 6396

The Stewart Hotel

371 7th Ave

New York, United States

Event enquiries

Phone: +44 (0)203 1894597

Email: [email protected]

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