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16th-18th October 2018 | The 3 West Club, 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 | Tax treaty changes and updates and their effect on the market


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, Principal, ICF


12:10 | TBC

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


13:00 | Lunch


14:00 | Understanding Risk Tolerance & Transaction Assessment


14:50 | How Investors Can Use Maintenance Cash Flow Modeling to Manage and Mitigate Risk

Ganesh Nair, Manager, ICF


15:30 | Aircraft valuations and asset choices – Getting it right


16:20 | Closing remarks

James Kelly, KPMG




Main Stage – Day One: 17th October 2018

09:00 | Chairman opening remarks

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: 
Jonny Meloy, Partner, MAPLES

Panel:
Cole Ryba, Managing Director – Transport, Hudson Structured Capital Management / Jonny Meloy, Partner, MAPLES


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


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 / Eric Meyers, Head of Private Placements, 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


15:15 | Afternoon break

Sponsored by:

sponsor-apollo


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, CFA, Vice President – Senior Credit Officer Airlines, Aerospace & Defense and Freight, Moody’s Investors Service / Phil Seymour, CEO, 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 / John Mowry, Managing Director, Alton Aviation Consultancy


17:45 | Chairman’s closing remarks


17:45 | Pre awards drinks

Sponsored by:

sponsor-apollo


Airline Economics – Aviation 100 Americas Awards

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 LLP


09:00 | Broad Macroeconomic Outlook

Joseph Lavorgna, Natixis


09:35 | Bloomberg / Oriel presentation

George Ferguson, Bloomberg / Olga Razzhivina, Oriel


10:15 | Leasing and finance keynote

John Plueger, CEO, Air Lease Corporation


10:45 | Break

Sponsored by:

sponsor-apollo


11:00 | OEM Keynote

John Slattery, CEO, Embraer Commercial Aircraft


11:30 | 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 / James Meyler, Chief Executive Officer, ORIX Aviation Hong Kong / Deputy Chief Executive Officer, ORIX Aviation Group


12:15 | Capital markets/ABS panel

Thunderbolt 2 Focus + ABS – Available to everyone or still the preserve of the few? – The growth of aircraft ABS, the portfolios which are now being successfully securitised and the general broadening of the market.

Moderator:
Aaron McGarry, Partner, Maples

Panel:
Shawn Vick, Chief Executive Officer, Global Jet Capital / Ryan McKenna, Air Lease Corp / Vinodh Srinivasan, Managing Director, Co-Head Structured Credit Group, Mizuho Securities USA / Tony Nocera, Kroll Bond Rating Agency / Matthew Little, Castlelake / Tracy Rice, Vice President – Senior Credit Officer Asset Finance Group, Moody’s /Alex Nixon, Structured Credit, Deutsche Bank Securities Inc.


13:00 | Lunch

Sponsored by:

sponsor-orix


14:00 | Accounting /Valuations presentation

Phil Seymour, CEO, IBA
Ian Nelson, Partner, KPMG


14:35 | Asset Manager Panel

Moderator:
Martin Bouzaima, CEO, FPG Amentum

Panel:
Gary Fitzgerald, Stratos
/ Peter Huijbers, CALS


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 / Sean Pattap, Senior Director, Fitch Ratings / David Laterza, Senior Vice President, Head of US Non-Bank FIG Global Financial Institutions Group, DBRS, Inc.


15:55 | ‘Brexit’ and the potential impact on aviation

John Luth, Seabury Consulting/Accenture


16:15 | Airline finance panel

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

Moderator:
Andy Shankland, Plane View Partners

Panel:
Andy Nelson, Managing Director and Assistant Treasurer, Delta Air Lines / Priscilla Branco, Head of Aircraft Programs, AZUL / Alfredo Nava Escárcega, Treasurer and IRO, Viva Aerobus / Steven C. Udvar-Hazy, SVP – OEM Relations & Market Development Aviation Capital Group


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

Moderator:
Gillian Kelly, Partner, KPMG

Panel:
Hylton Heard, Senior Director, Fitch Ratings


17:40 | Chairman closing remarks

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




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