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 The Shelbourne Hotel main ballroom

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


08:50 | 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


09:30 | Insurance Industry as a Source of Capital for Aviation Finance

Donal O’Brien, Vice President, Stellwagen Finance Limited


10:00 | Airline keynote

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


10:35 | Keynote Address

Steven Udvar-Hazy, Executive Chairman, Air Lease Corporation


11:05 | Morning Break

Sponsored by:

sponsor-gecas


11:15 | Global Leasing Industry Leaders Survey Panel

Moderator:
Tom Woods, Partner, KPMG


12:00 | 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


14:45 | AerCap Q&A

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


15:15 | 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.


15:30 | Afternoon Break

Sponsored by:

sponsor-gecas


15:45 | 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


16:15 | New and Midlife (Overall) aircraft market dynamics

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?

Bill Cumberlidge, Managing Partner, Aviation Partners


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.


17:50 | 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


08:50 | 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


10:20 | Leasing & Asset Manager Panel

Moderator:
Martin Bouzaima, CEO, FPG Amentum

Panel:
Stephane Daillencourt, CEO, Asia Aviation Capital / Mark Lapidus, CEO, Amedeo / Stephen Hannahs, CEO, Wings Capital Partners / 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


11:00 | Morning Break

Sponsored by:

sponsor-gecas


11:15 | 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


12:05 | 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)


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


15:20 | 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. / 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 | Break

Sponsored by:

sponsor-gecas


16:15 | Investing in mid to late life Aircraft & Engines

Panel:
Andrea Luebke, Managing Director, MTU Maintenance Lease Services B.V.. / Ali Lmadani, CEO, ABL Aviation / Gregoire Lebigot , President and CEO, Vallair / George D, Flight Ascend Consultancy


17:00 | Airline rating panel

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


17:45 | Chairman’s closing remarks


17:45 | Connect Dublin drinks – The Horseshoe Bar, Shelbourne Hotel main foyer

sponsor-iawa

Sponsored by:

sponsor-pilsbury


18:15 Until very late | Pre & Post Gala Dinner Drinks – The Engine Lease Finance Bar

sponsor-elf


19:00 | 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


08:55 | Opening of conference – Chairman Opening Remarks


09:00 | TBC


09:45 | 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 / Marc Bourgade, Chief Executive Officer, Stellwagen Finance 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


10:30 | Global Leasing Industry Leaders Survey Panel

Moderator:
Tom Woods, Partner, KPMG


11:10 | Morning Break

Sponsored by:

sponsor-gecas


11:25 | 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


12:10 | 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 / Steven Ridolfi, President, Chorus Aviation Capital Corp


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


14:40 | Freighter & Cargo Airline Panel

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


15:15 | Manufacturer output debate

New aircraft deliveries and performance, escalation and production


16:00 | Afternoon Break

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sponsor-gecas


16:10 | Helicopter investment, finance & leasing


16:45 | Legal Aspects with Financial impact with Aircraft Financing and Lease Agreements
The Lease Agreements and the Aircraft Financing Agreements involved with hundreds of paragraphs that have major financial risks which are not seen in first sight.

The panel shall explore these paragraphs that sometimes don’t get the attention of the finance personnel, but eventually may cause a major impact with the financials of the deal.

Moderator:
Sharon Brownstone, Attorney – Legal Affairs, EL AL Israel Airlines Ltd.


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


18:00 Until very late | Drinks at the Engine Lease Finance Bar – Open Networking to all

Sponsored by:

sponsor-elf




Wednesday 23rd January 2019

3rd 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

David Tokoph, 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 -12:30 | Airline Fundamentals and Credit Issues

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


12:30 -13:00 | TBC


13:00 – 14:00 | Lunch


14:00 – 14:45 | ABS Maintenance Forecasting and Stress Testing

ICF speaker name TBC


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 | Weather the Storm Toward a Bright Horizon

Classic and new leverage for successful turnaround.

John Luth, Chairman, Seabury Consulting & Corporate Advisors


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