ANNUAL MEMBERSHIP

DELEGATE BOOKING

AIRLINE BOOKING

20th-23rd January 2019 | The Shelbourne Hotel, Dublin

Schedule

20th – 23rd January 2019 | Shelbourne Hotel, Dublin, Ireland




SUNDAY 20th JANUARY 2019

12:00 –
until
late | Engine Lease Finance welcome bar – The Horseshoe Bar, Shelbourne Hotel

Sponsored by:

sponsor-elf


7pm | Reception Event

Sponsored by:

sponsor-apollo




MONDAY 21st JANUARY 2019 – Main Stage Ground Floor

08:00 | Registration Open/Morning refreshments


08:50 | Opening of conference – Chairman Opening Remarks


08:55 | Macro-Economic & Political Dynamics

The commercial aviation industry is affected and guided by macro-economic and political fluctuations but what factors have and will affect aviation in 2019?

Peter Morris, Chief Economist, Flight Ascend Consultancy


09:35 | Selling Aviation Debt Securities to Insurance Undertakings

Summary findings of a research paper by the Society of Actuaries in Ireland, Banking and Aviation Finance Subcommittee, examining the potential attractiveness of various aviation debt securities to EU domiciled insurers.

John Caslin, FSAI, Head of Investment Proposition at Friends First Life Assurance Company

Donal O’Brien, FSAI, Vice President Aircraft Pricing, Seraph Aviation Management, Stellwagen Group


10:05 | Airline keynote

Gerry Laderman, Executive Vice President and Chief Financial Officer, United Continental Airlines


10:40 | Keynote Address

Steven Udvar-Hazy, Executive Chairman, Air Lease Corporation


11:15 | Global Leasing Industry Leaders Survey Panel

Moderator:
Killian Croke, Partner, KPMG


12:10 | Lessor Panel 1

Moderator:
Duncan Batchelor, Partner, Norton Rose Fulbright

Panel:
David Power, CEO, Orix Aviation / Khanh Tran, CEO, Aviation Capital Group / Alec Burger, President & CEO, GECAS / Firoz Tarapore, CEO, DAE / John Plueger, CEO, Air Lease Corporation


13:00 | Lunch

Sponsored by:

sponsor-apollo


14:00 | Global Aircraft Trading System (GATS)

Moderator:
Jeffrey Wool, Secretary General, Aviation Working Group (AWG)

Panel:
Francois Collet, Airbus / Daniel C. da Silva, Vice President, Strategic Regulatory Policy, Boeing Capital Corporation / John Ludden, Executive Vice President and General Counsel, GECAS


14:40 | AerCap Q&A

Aengus Kelly, CEO & Executive Director, AerCap Holdings
with Tom Woods, Partner, KPMG


15:10 | Airline CFO/Treasurer panel

Leading airline finance heads from across the globe take to the stage to give their verdicts on the past 12 months and the outlook for 2019, as well as setting out what financing strategies they will be looking for to fund deliveries in the year ahead and what is affecting their decision making process.

Moderator:
Sibylle Paehler, Managing Director, Doric

Panel:
Nirmal Govindadas, Senior Vice President – Corporate Treasury, Emirates Airlines / Ted North, Managing Director, Corporate Finance, United Airlines / Amelia Anderson, Managing Director, Assistant Treasurer, AMERICAN AIRLINES / Ricky Thirion, Group Treasurer, Etihad Airways / Andy Nelson, Managing Director & Assistant Treasurer, Delta Air Lines, Inc.


15:50 | Fuel Prices and the Environment for Fuel Hedging

A big part of the reason why aviation is so susceptible to macro-economic and political fluctuation is the reliance and basic need for fuel. Following on from the opening presentation, this panel looks at the outlook for fuel prices and asks if hedging is a good idea right now.

Paul Horsnell, Head of Commodities Research, Standard Chartered / Mike Corley, Mercatus Energy Advisors


16:25 | New and Midlife (Overall) aircraft market dynamics

Technical issues in the market and what their downline value and industry effects are: New aircraft deliveries, from 787 through to A320Neo and 737Max are suffering from delays and AOG events due to problems with new technology – What is this in turn doing to mid-life aircraft values and lease extension prospects and what if oil prices rise? Can airlines withstand these problems, is this beneficial to lessors?  Are airlines becoming upset when aircraft on lease change hands through sale / sale through ABS etc? Will Emirates and Etihad aircraft coming onto the market have a dramatic effect?

Moderator:
Gary Fitzgerald, Managing Director, Stratos

Panel:
Andy Mansell, EVP & Chief Commercial Officer, Aviation Capital Group / Bill Cumberledge, Centrus Aviation/ David Tokoph, Morten Beyer & Agnew – MBA /Will McCallum, Managing Director, Aviation Finance, Standard Chartered Bank / Robert Korn, CEO, Apollo Aviation Group


17:00 | Engine Investment, management and leasing

Moderator:
Jon Sharp, Founder, Engine Lease Finance

Panel:
David Ellis, Senior Vice President and Head of Acquisitions – Asset Transaction Group, GA Telesis / Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited / Dan Coulcher, SVP & Chief Commercial Officer, Willis Lease Finance Corporation / Andrea Luebke, Managing Director, MTU Maintenance Lease Services B.V. / Roger Welaratne, Senior Vice President & General Manager, Engine Leasing, GE Capital Aviation Services / Tony (Toshinori) Kondo, Vice President, Sales & Marketing, SUMISHO AERO ENGINE LEASE B.V.


18:00 | End of day one – chairman’s closing remarks


18:00 | Pre-Awards drinks at the Engine Lease Finance Bar – Open Networking to all

Sponsored by:

sponsor-elf


19:00 | Aviation 100 European & Global Leaders Awards

Sponsored by:

sponsor-kpmg

sponsor-orix


After award drinks until (very) late: ELFC Bar, Shelbourne Hotel, Ground floor by conference hall entrance

Sponsored by:

sponsor-elf




TUESDAY 22nd JANUARY 2018 – Main Stage Ground Floor

08:00 | Registration Open/Morning Refreshments


08:50 | Opening of conference day 2 – Chairman Opening Remarks


08:55 | The Financial Health of Airlines and the Outlook for 2019

A senior figure looks at major players in the airline market and assesses their financial strength going forward.

Helane Becker, Cowen Securities


09:30 | Supported Finance Panel

ECAs and AFIC – Is their support increasing across the globe? Where would some companies be without them, and what are the ECAs and AFIC looking to support in 2019 and beyond.

Moderator:
John Meakin, J.P. Morgan Europe Limited, Managing Director – Export Finance, JP Morgan

Panel:
Bob Morin, Managing Director, Transaction and Business Development Leader, Aircraft Finance Insurance Consortium, Marsh USA Inc / Daniel C Da Silva, Vice President, Strategic Regulatory Policy, Boeing Capital Corporation / Marcio Nobre Migon, Head of Department, Aircraft Financing – Export Credit Division, Banco Naciaonal de Desenvolvimento-Economico se Social (BNDES) / Pat Cauthery,  UK Export Finance / Viren Joshi, CFA, Global Accounts Director – Transportation Group, Export Development Canada / Thomas Kolberg, Aircraft-Head of Department, Euler Hermes Aktiengesellschaft Exportkreditgarantien der Bundesrepublik Deutschland / Christin LODBERG, VP Customer Finance – Airbus oration / Eric Agote, Head of Unit – Airbus Unconditional Guarantee, Export Insurance – Key Account, BPIFRANCE


10:15 | Leasing & Asset Manager Panel

Moderator:
Martin Bouzaima, CEO, FPG Amentum

Panel:
Stephane Daillencourt, CEO, Asia Aviation Capital / Mark Lapidus, CEO, Amedeo / Patrick den Elzen, Managing Director, Arena Aviation Capital / David Walton, Chief Operating Officer, BOC Aviation / Phil Seymour, CEO, IBA / Steven T. Gaal, Managing Partner & Co-Founder, SkyWorks Holdings, LLC / Christian Mailly, Head of Aviation at Dr. Peters Group


10:55 | Banking Panel

What are the challenges, opportunities and main risks for aviation banks in competition with private placement, institutional investors, ABS and EETCs

Moderator:
Jose Abramovici, Global Head of Asset Finance Group, Credit Agricole Corporate Investment Bank

Panel:
Munawar Noorani, Managing Director, Head of Aviation EMEA & APAC, Citigroup / Winston Yin, Head – Aviation Finance EMEA, The Korea Development Bank / Joerg Schirrmacher, Head of Transportation Finance, Helaba Landesbank Hessen-Thüringen / Michael Fox, Managing Director, Goldman Sachs /  Rikan MIURA, Head of Global Aviation Team, Deputy General Manager, Corporate Finance Department, Division Ⅳ Development Bank of Japan Inc / Arnaud Fiscel, Head of Transportation, Corporate Banking Department, Bank of China (UK) Limited / Richard moody, Managing Director, Deutsche Bank


11:50 | Lessor CEO Panel 2

Moderator:
Tom Woods, Partner, KPMG

Panel:
Stephen Hannahs, CEO, Wings Capital Partners / Pat Hannigan, CDB Aviation / Mike Inglese, CEO, Aircastle Advisor LLC


12:20 | Capital Markets Panel

Moderator:
Patrick Käufer, Managing Director, Deutsche Bank

Panel:
Thomas Bliemel, Managing Director & Head of Structured Transportation Finance, Citi / Mark Streeter, Managing Director, Head of Aviation Credit Research, JP Morgan / Leo J. Burrell, Managing Director Securitization, Credit Agricole Securities (USA) / Albert Ganyushin, Head of Capital Markets, Dr. Peters Group / Radha Tilton, Goldman Sachs


13:00 | Lunch

Sponsored by:

sponsor-apollo


14:00 | ABS Panel

Moderator:
Stuart Rubin, Vice President, ICF

Panel:
Matthew Little, Castlelake / Ryan McKenna, Air Lease Corp / Daniel W. Stone, Executive Vice President, Dubai Aerospace Enterprise / Bill Hoffman, Apollo Aviation Group / Vinodh Srinivasan, Managing Director, Co-Head Structured Credit Group, Mizuho Securities USA / Marc S. Iarchy, Director, World Star Aviation / John Hennessy, Managing Director Asset Finance, Canyon CTS


14:45 | Lessor Rating Panel

Leading lessors are quizzed on their financing strategies and secured Vs unsecured capital markets and the effects that a rating can have.

Moderator:
Betsy R Snyder, CFA, Director, Standard & Poor’s

Panel:
Mark Wasden, Senior Analyst, Moody’s Investors Service / Sean Pattap, Senior Director, Fitch Ratings / Marjan Riggi, Managing Director, Kroll Bond Ratings / David Laterza, Senior Vice President, Head of US Non-Bank FIG – Global Financial Institutions Group, DBRS


15:25 | Low Cost Airline Panel

Leading ULCC and LCC airline finance heads from across the globe take to the stage to give their verdicts on the past 12 months and their outlook for 2018. They will also set out their financing strategies to fund deliveries in the year ahead and what is affecting their decision making process.

Moderator:
Helane Becker, Managing Director, Cowen

Panel:
Simon C. Gore, Treasurer, Spirit Airlines, Inc. / Chris Monroe, VP Treasurer, Southwest Airlines / Riyaz Peermohamed, Chief Aircraft Acquisition and Financing Officer, IndiGo / Jude Bricker, President & CEO, Sun Country Airlines / Neil Sorahan, CFO, Ryanair OR John Norton, Treasurer, Ryanair


16:05 | Investing in mid to late life Aircraft & Engines

Moderator:
Robert Korn, CEO, Apollo Aviation Group

Panel:
Abdol Moabery, Chief Executive Officer, GA Telesis, LLC / Ed Coughlan, CCO, Sirius Aviation Capital / Bradley Smith, Kahala Capital / Andrea Luebke, Managing Director, MTU Maintenance Lease Services B.V.. / Gregoire Lebigot , President and CEO, Vallair / Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited /Tom Barrett, CEO, Engine Lease Finance


16:50 | Airline Rating & Credit panel

Airline credit risk and the impact on lessors

Moderator:
Philip Baggaley, Managing Director, S&P Global Ratings

Panel:
Marjan Riggi, Managing Director, Kroll Bond Rating / Craig Fraser, Managing Director, Fitch Ratings / Jonathan Root, Senior Credit Officer, MOODY’S INVESTOR SERVICE / Helene Spro Johansen, Associate Director Project Finance Ratings, Scope Ratings GmbH / Anne Correa, Director of Airline & Airport Services, Morten Beyer & Agnew – MBA


17:30 | Chairman’s closing remarks


17:30 | Connect Dublin drinks – The Horseshoe Bar, Shelbourne Hotel main foyer

sponsor-iawa

Sponsored by:

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18:45 Until very late | Pre & Post Gala Dinner Drinks – The Engine Lease Finance Bar

sponsor-elf


19:30 | The AirLink Charity Gala Dinner

The Shelbourne Hotel Ballroom

Supported and sponsored by:

sponsor-elf




WEDNESDAY 23rd JANUARY 2019 – Main Stage Ground Floor

08:00 | Registration Open/Morning refreshments


09:25 | Opening of conference – Chairman Opening Remarks


09:30 | Lessor Finance & Investment Panel

Capital markets products are increasingly being combined with various equity products – effectively taking over from the banks – Is this the future?

Moderator:
John Wikoff, FPG-AIM

Panel:
Greg Willis, Senior Vice President and Chief Financial Officer, Air Lease Corporation / Christian Mc Cormick, Managing Director Finance, China Aircraft Leasing Group Holdings Limited / Ted O’Byrne, Chief Investment Officer, AerCap/Michael Dembinski, Managing Director, Head of Aviation, MUFG / Dan Stone, DAE / Mark Streeter, Managing Director, J P Morgan


10:20 | Intangible Assets

Discussing the value in alternative assets in aviation such as slots, routes collateralization, spare parts and engines. Including the fundamentals of value and methodology.

Moderator:
Anne Correa, Director of Airline & Airport Services, Morten Beyer & Agnew – MBA

Panel:
Joseph W. O’Brien, Chief Commercial Officer, Engine Lease Finance / Ian F Reid, Senior Financial Adviser, Philippine Airlines / Scott Debano, Managing Director, Citigroup Global Markets – Global Structured Debt / Ted North, Managing Director, Corporate Finance, United Airlines


11:00 | Corporate/Business Jet finance, leasing & investment

Panel:
James Moon, CEO, AerMoon


11:40 | Regional Aircraft Specialist Leasing, Trading & finance Panel

The growing footprint of regional aircraft leasing specialisation

Panel:
Søren M. Overgaard, CEO, Nordic Aviation Capital / Anne-Bart Tieleman, CEO, TrueNoord
/ John Moore, Chief Operating Officer, Elix Aviation Capital / Ross Mitchell, Vice President, Commercial Operations, Bombardier Commercial Aircraft


12:20 | Aviation investment panel

Institutional investors are slowly entering on the equity side; yet they bring patient capital at competitive pricing.

Moderator:
Jan Melgaard, FPG Amentum

Panel:
Kliton Duri, Vice President, Corporate Credit Research, PPM America / Mr. Steven Ridolfi, President, Chorus Aviation Capital Corp / David Andrews, Hudson Structured Capital Management / Sam Taylor, Senior Portfolio Manager, Solutions & Structuring, NN Investment Partners / Richard Hakes, Partner, Reed Smith


13:00 | Lunch

Sponsored by:

sponsor-apollo


14:00 | Class E Certificates and Other Equity Arrangements

  • What mechanisms exist for e-notes if the transaction needs an equity cure?  
  • How are asset managers or active equity parties compensated that hold illiquid equity vs. liquid equity
  • What are the different methods an asset manager or active equity buyer of an e-note can price the security

Moderator:
Pete Morgan, Winston & Strawn LLP

Panel:
Carl Anderson, BofA Merrill Lynch/ Trevor Richards, Senior Vice President, Head of US Capital Markets, GECAS / Vinodh Srinivasan, Managing Director, Co-Head Structured Credit Group, Mizuho Securities USA LLC / wings cap partners Stephen or another / Art Schmidt, Chief Commercial Officer, Wings Capital Partners


14:40 | Lessor Recruitment & staff Retention Panel

Global Lessor recruitment survey results presentation

Murrae Ross-Eskell, Managing Director, Horizon Executive Search

Followed by panel discussion:

Moderator:
Ciara McLoughlin, A&L Goodbody

Panel:
Michelle O’Reilly, Head of HR, Goshawk / Murrae Ross-Eskell, Managing Director, Horizon Executive Search


15:20 | Aircraft Appraisal & Valuations

Panel:
Gueric Dechavanne, Vice President, Collateral Verifications / George Dimitroff Flight Ascend / Mike Yeomans, Head of Valuations, IBA Group


16:00 | Freighter & Cargo Airline Panel

Financing, leasing and investing in freighter and cargo airlines and aircraft

Moderator:
Yves Germeaux, Head of Aviation Finance, ATOZ

Panel:
Edward McGarvey, VP & Treasurer, Atlas Air Worldwide / Hugh Flynn, CEO, ASL Aviation Group / Robert T. Convey, Senior Vice President – Sales & Marketing, Aeronautical Engineers, Inc. / Paul Nolan, Fleet Development Director, Volga-Dnepr Group / Sylvain Gloux, Group Fleet Development Executive, CargoLogicManagement (CLM)


16:45 | The Closing debate: Manufacturer output debate

New aircraft deliveries and performance, escalation and production

Moderator:
Howard Millar – Director – Ryanair , Viva Latinamerica & ASL Airlines

Panel:
Michael L Warner, Managing Director – Aircraft Programs, Boeing Capital Corporation / Rodrigo Silva e Souza, Head of Marketing and Strategy, Embraer Commercial Aviation


17:30 | End of conference – chairman’s closing remarks and acknowledgements


Until very late | Drinks at the Engine Lease Finance Bar – Open Networking to all

Sponsored by:

sponsor-elf




Wednesday 23rd January 2019

5th Annual Airline Economics Aviation Finance & Leasing School – Dublin

Conference rooms at: KPMG Offices, 1 Stokes Place, Dublin 2, Dublin (Across the Green from The Shelbourne)

Sponsored by:
sponsor-kpmg

Chairman: Niall Naughton, Partner, KPMG


08:55 – 09:35 | Macro economics outlook and the outlook for the aviation sector

Lindsey Webster, Morten Beyer & Agnew


09:35 – 10:15 | ABS Forecasting

Kathryn Peters, Morten Beyer & Agnew – MBA


10:15 – 10:55 | Factors influencing operating lease economics

John J. Mowry, Managing Director, Alton Aviation Consultancy


10:55 – 11:10 | Break


11:10 – 11:50 | Aircraft ABS Maintenance Modeling – The Devil is in The Detail 

Aurelien Kauffmann, Manager, ICF


11:50 -12:20 | Airline Fundamentals and Credit Issues

Jonathan Root, CFA, Vice President – Senior Credit Officer Airlines, Aerospace & Defense and Freight, Moody’s Investors Service


12:20 -13:00 | Aircraft Financings – A Risk Overview

Jasmine Ball, Partner, Debevoise & Plimpton LLP


13:00 – 14:00 | Lunch


14:00 – 14:45 | Tax panel

KPMG


14:45 – 15:30 | Aircraft Leasing Deal Management and Lease Management Software

Dara Weston and Steve Hart, Sysco Leasing Software


15:30 – 15:45 | Break


15:45 – 16:30 | Re-delivery / CAMO

Alan Phelan, Senior Vice President, HT AeroTech


16:30 – 17:15 | Transfer Pricing – KPMG


17:15-17:20 | Closing Remarks

Niall Naughton, Partner, KPMG




For more information and bookings contact:
philipt@aviationnews-online.com
or call +44 (0) 1782 619888