ANNUAL MEMBERSHIP

DELEGATE BOOKING

AIRLINE BOOKING

16th-18th October 2019 | Midtown, New York, USA

Schedule

Wednesday 17th October 2018

The 3 West Club, NYC




The School of Aviation Finance & Leasing

Sponsored by:

sponsor-kpmg

09:35 | Welcome note

James Kelly, KPMG


09:45 | Differentiating the credit strengths of aircraft lessors

Evolution of the aircraft leasing sector and emerging credit risks and opportunities: influx of capital and its sustainability, the rise of new competitors and sponsors, new styles of investing in the sector, growth in Asia

  • Differences in operating, funding, aircraft acquisition and asset management strategies among the lessors
  • Current trends in key financial indicators
  • Risk appetite and risk management, including airline credit risk assessment, aircraft fleet risk management, lease placement/renewal management, and liquidity management

Mark Wasden, Moody’s


10:40 | Changes to the Tax Environment and its impact on Lessors & Investors

James Kelly, KPMG


11:20 | Consolidation in the aircraft leasing market including involvement of new equity, participation of more Chinese lessors as well as joint ventures or side car joint venture as additional consolidation and growth avenues

Mylène Scholnick, Senior Advisor, ICF


12:10 | Assessing and Managing Key Risks in Airlines

Philip Ziegler, Global Head of Risk Management, Citi Institutional Clients Group | Global Aviation


13:00 | Lunch


14:30 | How Investors Can Use Maintenance Cash Flow Modeling to Manage and Mitigate Risk

Ganesh Nair, Manager, ICF


15:30 | The Dynamics of the Engine Leasing Market

Ed Connolly, VP Tax & Treasury, Engine Lease Finance


16:20 | Closing remarks

James Kelly, KPMG




Main Stage – Day One: 17th October 2018

09:00 | Chairman introduction

Richard Hakes, Partner and co-head of aviation, ReedSmith


09:05 | The Americas Airline Market overview

Helane Becker, Managing Director, Cowen


09:45 | Macro-Economic & Political Dynamics

Rob Morris, Global Head of Consultancy, Flight Ascend Consultancy


10:30 | Keynote

Bob James, CEO, AerFin


10:55 | Break

Sponsored by:

sponsor-apollo


11:10 | Alternative/New equity investors

Moderator: 
Drew Fine, Milbank

Panel:
Cole Ryba, Managing Director – Transport, Hudson Structured Capital Management / Jonny Meloy, Partner, MAPLES / Paul Kent, President & Chief Commercial Officer, Amedeo / / Ricardo Toro, Managing Director, BNP Paribas / Radha Tilton, Managing Director, Goldman Sachs / Damon J. D’Agostino, President & CEO, Zephyrus Aviation / George Kim, Managing Director & Head of Aviation & Transportation, Barclays


11:45 | Hot topics & Challenges looking to 2019

Including: Innovations in deal structuring. Interest rate concerns and the possible rush to borrow/refinance. What is the future of the C series now that Airbus owns them? Will it have an effect on past and future deals? 

Moderator:
Carrie Friesen-Meyers, Partner, Holland & Knight LLP

Panel:
Jennifer Villa Tennity, President, Aviation Lending, CIT Bank / Mark S. Streeter, CFA | Managing Director | REIT, Airline/EETC, Aircraft Leasing, Rail, Parcel, Freight, Transportation HG/HY Coverage| North America Credit Research | J.P. Morgan / Meghan O’Connor, Director, Citi / Christopher Kiley, Natixis


12:10 | Airline focus: Capital Market Financing vs Bank Financing: EETC vs mortgage loan

Moderator:
Patrick Käufer, Managing Director, Deutsche Bank

Panel:
Bob Morin, Managing Director, Transaction and Business Development Leader, Aircraft Finance Insurance Consortium, Marsh USA Inc / Scott Debano, Managing Director, Citi / Marcio Nobre Migon, Head of Department, Aircraft Financing – Export Credit Division, Brazilian Development Bank – BNDES / Jared Ailstock, Vice President, Goldman Sachs / Leo J. BURRELL, Managing Director, Global Markets Division – Securitization, Credit Agricole Corporate Investment Bank / Robert Roy, Managing Director – Business and Program Development at Aviation Capital Group – Aircraft Financing Solutions Group


13:00 | Lunch

Sponsored by:

sponsor-orix


14:00 | Aviation Private Placements

Moderator:
Leo J. BURRELL, Managing Director, Global Markets Division – Securitization, Credit Agricole Corporate Investment Bank

Panel:
Rafael Kuhn, Director and Co-Head of US Private Placements, Deutsche Bank Securities Inc. / Michael Dickey Morgan, Executive Managing Director, Burnham Sterling & Company / Madelaine O’Connell, Associate – Private Placement Origination and Syndication desk, Goldman Sachs & Co. / Michael Dickson, Private Placements, Citigroup Global Markets Inc. / Vahan Callan, Managing Director, DelMorgan & Co.


14:45 | Mid-life aircraft investment

Mid-Life aircraft investment, valuations and the value of engines as assets.

Moderator:
Robert Korn, President & CEO, Apollo Aviation Capital

Panel:
Gueric Dechavanne, Vice President, Collateral Verifications, LLC / Ran Ackerman, Senior Vice President, MK Aviation / Joe Hussar, VP Portfolio Marketing at Engine Lease Finance / Nick Pittler, VP Investment & Fleet Solutions, Willis Lease Finance Corporation / Cliff Topham, Senior Vice President Sales & Business Development, Werner Aero Services
/ Bob James, CEO, AerFin


15:30 | Manufacturer output debate

Will increases in production to more than 50 aircraft per month lead to a market where downward pressure on lease rates and values are the norm and will current in service aircraft see their residuals fall faster than anticipated?

Moderator:
Irena Badelska, Amedeo

Panel:  
Richard Owen Walker, Head of Leasing & Investor Marketing, Airbus / Ross Mitchell, Vice President, Commercial Operations, Bombardier Commercial Aircraft / George A. Metcalf, Sales and Marketing, Boeing Commercial Airplanes / Victor Vieira, Head of Marketing Strategy, Embraer Commercial Aircraft


16:10 | Airline rating panel

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

Panel:
Marjan Riggi, Kroll Bond Rating Agency / Joe Rohlena, Senior Director, Fitch Ratings / Jonathan Root, Senior Vice President, Moody’s Investors Service / Stuart Hatcher, Chief Operating Officer, IBA


16:50 | Financing & Investing in aircraft & engines

Moderator:
Mark Streeter, JP Morgan

Panel:
Robert Korn, CEO, Apollo Aviation Group / Abdol Moabery, Chief Executive Officer, GA Telesis, LLC / Joseph O’Brien, Chief Commercial Officer, Engine Lease Finance


17:45 | Chairman’s closing remarks

Richard Hakes, Partner and co-head of aviation, ReedSmith


17:45 | Pre awards drinks

Sponsored by:

sponsor-apollo


Airline Economics – Aviation 100 Americas Awards

Dress: Business Attire

Sponsored by:

sponsor-kpmg

sponsor-orix




Main Stage – Day Two: Thursday 18th October 2018

08:00 | Registration Open/Morning refreshments


08:55 | Opening of conference – Chairman opening remarks

Elizabeth Evans, Partner and co-head of aviation finance, Reed Smith


09:00 | Broad Macroeconomic Outlook

Joseph Lavorgna, Natixis


09:40 | Aircraft: Makers, Flyers and Buyers

George Ferguson, Bloomberg / Olga Razzhivina, Oriel


10:15 | Keynote Interview

John Plueger, CEO, Air Lease Corporation interviewed and in conversation with John Leahy Former Chief Operating Officer – Customers – Airbus Commercial Aircraft


10:50 | Break

Sponsored by:

sponsor-apollo


11:05 | KEYNOTE Q&A

John Slattery, CEO, Embraer Commercial Aircraft
With Victoria Tozer-Pennington


11:35 | Lessor panel

Moderator:
Mark Lessard, Global Head of Finance, Pillsbury

Panel:
Greg Willis, Air Lease Corp. / Ali Lmadani, Managing Partner, ABL Aviation / Nathan Riggs, SVP The Americas, Aergo Capital / Mark Lapidus, Managing Director, Amedeo


12:15 | Thunderbolt II Panel

Moderator:
Ryan McKenna, Air Lease Corp

Panel:
Vinodh Srinivasan, Managing Director, Co-Head Structured Credit Group, Mizuho Securities USA / James Burch, Partner, Walkers / Carl Anderson, Managing Director, Bank of America / Radha Tilton, Managing Director, Goldman, Sachs & Co. / Steven Chung, Head of Aviation, Hughes Hubbard / John Hennessy, Managing Director Asset Finance, Canyon CTS


13:00 | Lunch

Sponsored by:

sponsor-orix


14:00 | Accounting and valuation considerations for ABS set-up

Stuart Hatcher, Chief Operating Officer IBA
Ian Nelson, Partner, KPMG


14:35 | Capital Markets/ABS Panel

Moderator:
Aaron McGarry, Partner, MAPLES

Panel:
Vivek Kaushal, Chief Risk Officer, Global Jet Capital / Tony Nocera, Kroll Bond Rating Agency / Ardy Ghanbar, CFO, Castlelake / Tracy Rice, Vice President – Senior Credit Officer Asset Finance Group, Moody’s /Alex Nixon, Structured Credit, Deutsche Bank Securities Inc.


15:15 | Lessor rating panel

Looking more closely at the methodology in a time of changing views

Moderator:
Betsy Snyder, S&P Global

Panel:
Marjan Riggi, Kroll Bond Rating Agency / Mark Wasden, Vice President. Moodys Investor Service / Nathan Flanders, Managing Director, Fitch Ratings / David Laterza, Senior Vice President, Head of US Non-Bank FIG Global Financial Institutions Group, DBRS, Inc.


15:55 | Innovative Finance Solutions & Asset Management

Moderator:
Eamonn Forbes, Chief Commercial Officer, FPG Amentum

Panel:
Gary Fitzgerald, Stratos / Peter Huijbers, PH Aviation / Marc Iarchy, Director, World Star Aviation
/ Peter Walter, Director – Asset Management, IBA


16:15 | Airline finance panel

Aircraft supply and Lessor content – too many, too few or just right?

Moderator:
Andy Shankland, Plane View Partners

Panel:
Ted North, Managing Director – Corporate Finance, United Airlines / Andy Nelson, Managing Director and Assistant Treasurer, Delta Air Lines / Priscilla Branco, Head of Aircraft Programs, AZUL / Steven C. Udvar-Hazy, SVP – OEM Relations & Market Development Aviation Capital Group / Ursula Hurley, Treasurer, JetBlue / Tony Diaz, Chairman, Zephyrus Aviation Capital


16:55 | The aviation ABS and the future of aviation securitizations

Moderator:
John Hennessy, Managing Director Asset Finance, Canyon CTS

Panel:  
Peter Manofsky, senior aircraft ABS analyst, Fitch Ratings / Bob Peart, Portfolio Manager, Magnetar Capital LLC / Kevin A. MacLeod, Shareholder, Head of the New York Capital Markets Group, VedderPrice / Scott Debano, Managing Director, Citigroup Global Markets – Global Structured Debt / Marc S Iarchy, Director, World Star Aviation


17:40 | Chairman closing remarks

Elizabeth Evans, Partner and co-head of aviation finance, Reed Smith




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