Investing in Aviation Finance & Infrastructure: Europe

Mar 31 - Apr 1, 2020
etc.venues St Paul's, United Kingdom
founding partner

Ishka is thrilled to launch Investing in Aviation Finance & Infrastructure: Europe, the only event of its kind in Europe.

More assets: Keeping a core focus on commercial aviation investment opportunities, the forum will also cover core and esoteric infrastructure opportunities in Europe, leveraging the expertise of Proximo.

Benchmarking: The forum will provide a unique platform for investors under the infrastructure/ real assets allocation buckets to benchmark the relative value of multiple investment opportunities to keep ahead in the European market.

More investor networking: A wider focus will generate greater investor interest, creating a truly unique cross-sell opportunity for attendees.
 

CONFIRMED INVESTORS INCLUDE:

Absolute Return Partners | AXA XL | Centrus Aviation Capital | DC Placement Advisors | DDR Capital Advisors | Dunas Real Assets | EnTrust Global | Fortress | GCM Investments | Greensill | Hermes Infrastructure | L&G | LetterOne | MetLife | Mirae Asset Securities  | Muzinich & Co | Nimrod Capital | Ostrum Asset Management | Pension Insurance Corporation | Rathbone Brothers | SilverNote Capital | Stellwagen Capital | We Are Just | Windward Air Capital
 

 

FREE REGISTRATION: INVESTORS & AIRLINES

Complimentary conference passes are available to airlines and instiutional investors (subject to approval by Ishka)

 

Why attend?  

Unique features

  • Understand and analyse investment opportunities to enhance returns and minimise risk
  • Track the supply of investment opportunities across asset classes
  • Network with institutional investors to secure funding
 
  • Pre-conference commercial aviation investment masterclass to understand the nuances of the asset class
  • Thought leading industry speakers
  • Unique and interactive session formats

 

 

Aymeric Angotti
Aymeric Angotti
Head of Aircraft Finance
Ostrum Asset Management
Pierre Kahn
Pierre Kahn
Head of Infrastructure & Energy, EMEA
Deutsche Bank
Christian Wolff
Christian Wolff
Director
Helaba (Landesbank Hessen-Thueringen)
Bill Cumberlidge
Bill Cumberlidge
Managing Director
Centrus Aviation Capital
Christian Schulz
Christian Schulz
Economist, Director
Citi
Bryn Jones
Bryn Jones
Head of Fixed Income
Rathbone Brothers
Amit Tyagi
Amit Tyagi
Chief Technical Officer
Acumen Aviation Consultants
Kevin MacLeod
Kevin MacLeod
Head of the New York Capital Markets
Vedder Price
Scott Holland
Scott Holland
VP Regional Marketing
Rolls-Royce & Partners Finance
Bobby Janagan
Bobby Janagan
Vice President & General Manager
Rolls-Royce & Partners Finance
Edward Connolly
Edward Connolly
SVP Capital Markets
Engine Lease Finance Corporation
Richard Barnett
Richard Barnett
Managing Director
Castlelake
Joseph McGinley
Joseph McGinley
Head of Investor Relations
Aercap
Colin McGinlay
Colin McGinlay
Director, Private Placements
MetLife, Inc
Karl Essig
Karl Essig
Partner
AgFe
Matt Taylor
Matt Taylor
Senior Investment Manager - Corporate Private Credit
L&G IM
Bill Blain
Bill Blain
Strategist
Shard Capital
Eddy Pieniazek
Eddy Pieniazek
Head of Advisory
Ishka
Dr Tom Parkman
Dr Tom Parkman
Head of Research Projects
TXF: Trade & Export Finance
Olga Razzhivina
Olga Razzhivina
Senior ISTAT Appraiser
ORIEL
Kieran O'Brien
Kieran O'Brien
Partner
KPMG
Michael Rodyniuk
Michael Rodyniuk
President & CEO
West Wind Aviation
  Main
09:00

Registration

Impressive suite

09:30

The big picture: Aviation finance and the leasing landscape

  • How is capital flowing into the space and where can investors participate?

Impressive suite

10:15

Precious metal: How to understand aircraft as an investment class

  • A takeaway of the typical costs and returns for a leased aircraft equity investor
  • Old vs new aircraft tech: Examining the current depreciation debate
  • Aircraft transition costs and how that impacts IRRs

Impressive suite

10:45

Break

Impressive suite

11:15

Extracting value in alternative aviation asset classes: Regional jets, turboprops, engines

Exploring:

  • Size of the market
  • Levels of liquidity
  • Risk return profile
  • Different asset types available to investors

Impressive suite

12:00

Worst and best picks: Bankers and lessors reveal the highs and lows of investing in aviation

  • How to navigate common pitfalls of investing in aircraft
  • Portfolio type, age, residual exposure, leverage, diversification
  • Where is the market today?

Impressive suite

12:30

Lunch

Impressive suite

13:30

The appraisers: What's it really worth?

A panel of appraisers discuss recent pricing trends and the current market.

Impressive suite

14:00

The Ishka View of 2020 and beyond

  • Understanding the current airline environment
  • Which regions are showing the most growth?
  • How should investors view airline bankruptcies and how avoidable are they?

Impressive suite

14:30

Break

Impressive suite

15:00

More than ECAs: The future of non-payment credit insurance aircraft financings

  • AFIC and its competitors
  • Will ECAs ever meaningfully come back?
  • Aircraft financing guarantees and investor participation

Impressive suite

15:40

The European ABS roadshow

A panel of repeat and new ABS issuers answer investor questions.

  • What will the aircraft ABS of 2020/2021 look like and why should I invest?
  • How well have aircraft ABS withstood airline bankruptcies?
  • What makes you different to other servicers?
  • Taking note: How do European investors view Aircraft ABS E-notes?

Impressive suite

16:20

End of workshop

Please join us at our icebreaker drinks reception at the Lamb & Trotter.

 

Impressive suite

  Aviation: The Asset Aviation: The Newsroom Infrastructure: Proximo Aviation: Debt Aviation: Equity
08:00

Registration

Premium suite

09:10

Ishka welcome

Premium suite

09:15

The European market outlook

  • Where are the European markets in the business cycle currently?
  • What are the short and longer-term risks investors should be aware of?
  • Post Brexit what is the scale of the market now, and in the future?

Premium suite

09:45

Where to invest in 2021, the risks and opportunities

Our panel of issuers will spin the wheel of risk and answer quick-fire questions.

Suggested topics include: Availability of finance structures, ESG compliance, which assets to invest in, interest rate environment, currency issues, green infra etc.

Premium suite

10:30

Break

Premium suite

11:15

Keynote Investor Panel: Deal or No Deal

We take a diverse range of investors and present a series of hypothetical deals for our panel to unpack and analyse.

Deconstructing the investment strategies of investors with varying experience in aviation finance and infrastructure.

  • Which product offers the best relative value in the current climate?
  • Is the aviation and infrastructure market deep enough for European investors?
  • What deal terms will get investors more comfortable with the asset classes?

Premium suite

12:00

Ishka presents the results of the Global Investor Market Survey

Premium suite

12:15

The Great All-Play Debate

Delegates are split into investor groups and tasked with discussing a range of fundamental questions in the market for 2020.

Premium suite

13:00

Lunch

Premium suite

Aviation: The Asset Aviation: The Newsroom Infrastructure: Proximo
14:15

Technically speaking: How maintenance cycles impact aircraft investments

Aviation: The Newsroom

14:15 MAX Update: Will the MAX crisis cause an innovation slowdown am...

Premium suite

Infrastructure: Proximo

Stream contents to be confirmed by our content partner, Proximo.

Premium suite

Aviation: The Asset
14:45

Appraisers and asset values: Are we all on the same page?

15:15

Break

Main room

Infrastructure: Proximo Aviation: Debt Aviation: Equity
15:45

Campfire rounds: Proximo

Stream contents to be confirmed by our content partner, Proximo.

Fa...

Premium suite

Campfire rounds: Debt

ABS debt: Are airline failures an overstated concern for ABS portfoli...

Premium suite

Campfire rounds: Equity

A wider universe of aircraft e-note buyers

  • How do...

    Premium suite

16:45

The aviation road map: Aviation leaders share their vision

  • Which changes will impact the aviation space for the year ahead? Will the industry evolve to adapt?
  • How quickly will investments in current generation tech aircraft become obsolete?
  • How far has the aviation industry so far explored opportunities to drive innovation through technology and data?

Premium suite

17:15

Close of conference and networking drinks

Premium suite

etc.venues St Paul's

200 Aldersgate

London EC1A 4HD, United Kingdom

Find out more on the St Pauls etc.venues website.

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Investing in Aviation Finance & Infrastructure: Europe

Ishka is thrilled to launch this event, covering infrastructure opportunities whilst maintaining a core focus on commercial aviation investment, this will be the only event of its kind in Europe.

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