ANNUAL MEMBERSHIP

DELEGATE BOOKING

AIRLINE BOOKING

4th – 6th November 2019 | Grand Hyatt, Hong Kong, China

Schedule

Monday 4th November 2019

18:00 | ReceptionGrand Hyatt Hotel Pool House




Tuesday 5th November 2019

08:00 | Registration open/morning refreshments

Rolling all day breaks in conference foyer

Sponsored by:

sponsor-gecas


09:00 | Opening of conference – chairman opening remarks

Ben Hughes, Marketing & Business Development Director, Rolls-Royce & Partners Finance


09:00 | Macro-economic & political dynamics

The commercial aviation industry is affected and guided by macro-economic and political fluctuations and as such it is essential to start by looking from the outside in. To assess what factors have and will affect aviation in 2019/20 in order to plan for the coming months.

Rob Morris, Global Head of Consultancy, Ascend by Cirium


09:35 | Opening keynote


10:00 | Industry keynote

Robert Martin, CEO, BOC Aviation


10:30 | JOLCO Market update

Prof. David Yu 于达,教授, CFA, ISTAT Certified Aviation Appraiser


10:50 | Capital markets outlook

As Capital market demand for aviation assets continues to increase globally can the aviation community keep pace and develop further institutional interest in 2019/20 across the range of products and what role does the APAC market have to play in the near term?

Moderator:
Leo Burrell, Managing Director, Securitization, Credit Agricole Securities (USA) Inc.

Panel:
Vinodh Srinivasan, Managing Director, Co-Head Structured Credit Group, Mizuho Securities USA / Cristina Chang, Capital Markets Origination, Citi / Rafael Kuhn, Managing Director, Deutsche Bank / Taeho Lee, Assistant Manager – FICC Hybrid team, Dongbu Securities Co., Ltd / Marjan Riggi, Kroll Bond Rating Agency / Betsy Snyder, S&P Global


11:35 | Lessor CEO Panel

As new deliveries continue to be plagued by problems the lease extension has been a go-to for airlines. How can lessors further help airlines in 2018/19 and beyond as the delivery cycle accelerates?

Moderator:
Tom Woods, Partner, KPMG

Panel:
Firoz Tarapore, CEO, DAE /James Meyler, Chief Executive Officer, ORIX Aviation Group / Ruth Kelly, CEO, Goshawk


12:20 | GATS Update

Jeffrey Wool, head of the Aviation Working Group / John Ludden, Chief Legal Counsel, GECAS


13:00 | Lunch

Sponsored by:

sponsor-rrpf


14:00 | Regional aircraft specialist leasing & finance panel

The growing footprint of regional aircraft leasing specialisation

Panel:
Soren M. Overgaard, CEO, Nordic Aviation Capital / Anne-Bart Tieleman, CEO, TrueNoord / Adam Young, Marketing Director, Asia Pacific, Embraer Commercial Aircraft  


14:40 | Supported finance – ECAs and alternatives (AFIC and beyond)

Panel:
Bob Morin, Managing Director, Transaction and Business Development Leader, Aircraft Finance Insurance Consortium, Marsh USA Inc / Viren Joshi, Strategic Account Executive, transportation – Aerospace, Export Development Canada / Eric Agote, Head of Unit – Airbus Unconditional Guarantee, Bpifrance / Bob Roy, Managing Director, Aircraft Financing Solutions Group, Aviation Capital Group


15:20 | Trading and investing in mid-life aircraft & engines

Moderator:
Robert Korn, President, Carlyle Aviation Partners

Panel:
Marc S. Iarchy, Director, World Star Aviation / Paul O’Dwyer, SVP Head of Sales and Leasing, ORIX Aviation Group / Tony Nocera, Senior Managing Director & head of the Commercial ABS group, Kroll Bond Rating Agency


16:00 | Hong Kong Tax Regime

Joe O’Mara, Tax Partner, KPMG / John Timpany, Tax Partner, KPMG / Caitriona Jennings, Head of Tax, Goshawk / Dewey Yee, Dewey Yee (Dr), Visiting Lecturer Chairman, Steering Committee of Master of Science (MSc in Aviation Finance)


16:40 | The big debate – airline & leasing panel

Aircraft supply and Lessor content – too many, too few or just right?
is there still a lot of interest in SLBs and order backlog placements at favourable rates (for airlines). How have the lessors managed their neo/MAX unplaced backlogs. Also, how lessors can justify LRFs of below 0.5 which would not cover even the depreciation.  And having branded appraisers being “too low” how do they expect to sell down deals with such LRFs.

Panel:
Tom Doxey, VP CFO – Operations, United Continental Holdings / Olga Razzhivina, Director, Oriel / Mark Pearman Wright, Head of Leasing & Investor Marketing, Airbus / Stuart Hatcher, Chief Operating Officer, IBA / Gueric Dechavanne, Vice President, ISTAT Certified Senior Appraiser


17:30 | IAWA Drinks reception, Poolhouse 11th floor, Grand Hyatt Hotel


17:30 | Chairman closing remarks – close of day one

Ben Hughes, Marketing & Business Development Director, Rolls-Royce & Partners Finance


18:00 – 19:00 | Pre awards drinks

Sponsored by:

sponsor-rrpf


19:15 | 6th Airline Economics – Aviation 100 Asia Pacific Awards

At the Grand Hyatt Ballroom

Sponsored by:

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Wednesday 6th November 2019

08:00 | Registration open/morning refreshments

Rolling all day breaks in conference foyer

Sponsored by:

sponsor-gecas


08:50 | Opening of conference day 2 – Chairman opening remarks for day 2

Jon Oates, Marketing Director – Asia, Rolls-Royce & Partners Finance


09:00 | The financial health of APAC airlines and the outlook for 2019/20

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

Helane Becker, Cowen Securities


09:35 | Ratings Panel

Mark Wasden, Vice President – Senior Credit Officer, Moody’s Investors Service


10:15 | Lessor CEO panel: Success in the Aircraft & Lessor ABS/Capital markets arena

Moderator:
Stephen O’Donnell, Partner, Maples FS

Panel:
Marc S. Iarchy, Director, World Star Aviation / Mark Lapidus, CEO, Amedeo / Robert Korn, President, Carlyle Aviation Partners


10:55 | Lessor financing panel

Leading lessors are quizzed on their financing strategies and the effects on the same if they continue to use unsecured capital markets.

Panel:  
Jennifer Creevey, Chief Financial Officer, DAE Capital / Ryan McKenna, Vice President, Air Lease Corporation / Stephen Murphy, Head of corporate finance, Goshawk


11:35 | Banking Panel

Our esteemed panel will look at what options they are willing to put forward during 2019/20, what risks they are willing to take and what areas of the market they find exciting and want to do business in. The panel will also look at the continuing evolution of the JOLCO.

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

Panel:
Arnaud Fiscel, Head of Transportation, Corporate Banking Department, Bank of China (UK) Limited Bank of China Limited London Branch / Rikan MIURA, Head of Global Aviation Team, Deputy General Manager, Corporate Finance Department, Division Ⅳ Development Bank of Japan Inc. / Richard Finlayson, Managing Director, Asset Finance Asia, Deutsche Bank / Munawar Noorani, Managing Director, Head of Aviation EMEA & APAC, Citigroup / Jean Chedeville, Head of aircraft finance, Asia Pacific, Natixis


12:25 | Airline finance Panel

Managing currency, capacity and delivery financing risk in a fluctuating market.

Moderator:
Sibylle Paehler, Managing Director, Doric Asset Finance GmbH & Co KG

Panel:
Ian F Reid, Senior Financial Adviser, Philippine Airlines / Yasantha Dissanayake, Head of Financial Management, SriLankan Airlines / Renyl Rauf, SVP Finance, Jet Airways / Tom Weir, Vice President and Treasurer of American Airlines American Airlines


13:05 | Lunch

Sponsored by:

sponsor-rrpf


14:05 | Emerging market (aviation) debt/ lease

Moderator:
Shyamal Jeewoolall, Partner, HFW

Panel:
Sohinder Singh, Head Customer Finance EMEA and South Asia, GE Aviation / Wui Jin Woon, Head of Asia, Goshawk


14:45 | Engine investment Panel

Moderator:
Joseph W. O’Brien, Chief Commercial Officer, Engine Lease Finance

Panel:  
Andrea LUEBKE, Managing Director, MTU Maintenance Lease Services B.V. / Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited /Christopher Rodrigues, Vice President, Sales & Marketing Asia & CIS, Sumisho Aero Engine Lease B.V. / Craig W. Welsh, SVP & Chief Commercial Officer, Americas & Asia, Willis Lease Finance Corporation


15:25 | Financing & Investing in helicopters

We draw together a group of seasoned commercial helicopter industry investors, who have experienced first-hand the rapid growth and recent cyclical turn of the business. All are active in the market looking for helicopter deals, each with a totally different approach, but all looking to invest in the right asset at the right time.

Panel:
Jaspal Jandu, CFO Lease Corporation International (LCI) / Greg Conlon, Milestone Aviation


16:05 | Aircraft Lessor Panel

Moderator:
Duncan Batchelor, Partner, Norton Rose Fulbright

Panel:
Tadas Goberis, CEO, AviaAM / Peter Huijbers, CEO, PH Aviation Asia / Jochen Baltes, Managing Director, GOAL KG / Mr. HUANG Bo, Chief Commercial Officer, CMB Leasing


16:45 | Asset management panel

Moderator:
Gary Fitzgerald, Managing Director, Stratos

Panel:
Eamonn Forbes, Chief Commercial Officer, FPG Amentum/ Takamasa Marito, Joint General Manager, Tokyo Century Corporation / John Leech, Head of Global Used Aircraft Leasing and Sales, ARI / Marc Wilson, Head of Technical, MBA / Peter Walter, Director – Asset Management, IBA / Li Liu. Executive Vice President at GE Capital Aviation Services (GECAS)


17:35 | Chairman closing remarks

Jon Oates, Marketing Director – Asia, Rolls-Royce & Partners Finance




5th November 2019

Grand Hyatt Pool House, 11th floor

AVIATION FINANCE & LEASING SCHOOL

Supported by:

sponsor-kpmg


08:55 | Airline Economics Leasing School – opening remarks


09:00 | Where do we stand in the cycle & general introduction

Peter Huijbers, CEO, PH Aviation Asia


09:40 | Analyzing the credit risks of aircraft leasing companies

Emphasis on liquidity risk assessment, capital adequacy, and fleet risk management

Mark Wasden, Moody’s


10:20 | Coffee break


10:40 | Aircraft Redelivery Pitfalls and Case Studies on Where Things Have Gone Badly Wrong

Common redelivery disputes, how to avoid them on documentations stages and what to do when such disputes arises, together with real life case studies.

Marcus Gordon, Partner, WFW LLP London


11:20 | Why are airlines leasing more aircraft?

The benefits of leasing for the airline industry versus other modes of financing

Mylène Scholnick, Senior Advisor, ICF


12:20 | Lease Management: aircraft lease transitions, CAMO, working in China


13:00 | Lunch – on the meazzanine level


14:00 |


14:40 | M&A and leasing market overview

David Yu, IBA Group, Executive Director


15:20 | Current Developments in Aircraft Pre-Delivery Payment Financing Transactions

Cameron A. Gee, Shareholder, Vedder Price


16:10 | Operating leases: a lessee’s perspective

A look at key documentary issues from the lessee’s perspective arising in the documentation of operating leases

Steven Catanzariti, Senior Associate, Herbert Smith Freehills


16:50 | M&A structuring

Tax and accounting considerations, including:

  • Different types of M&A structures in the leasing space (e.g. share acquisition, portfolio sale, ABS, side-cars etc)
  • Key tax considerations associated with the deals (e.g. pricing tax assets, post-closing re-organisation etc.)
  • Accounting considerations (e.g. acquisition accounting issues from recent large M&A deals, de-consolidation/off-balance sheet issues for ABS structures)
  • Deal execution issues (e.g. economic close, allocation of tax risk (which varies between deals)
  • Various other considerations (e.g. modelling for M&A deals).

17:30 | Closing remarks

Kieran O’ Brien, Partner, Head of Aviation Advisory, KPMG


17:00 | Drinks at the Poolhouse in association with IAWA




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