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18th-19th October 2017 | Hilton Midtown, New York, USA

Schedule

Wednesday 18th October 2017, Hilton Midtown, NYC




The School of Aviation Finance & Leasing

Sponsored by:

sponsor-kpmg

09:35 | Welcome note

James Kelly, Partner, 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

James Kelly, Partner, KPMG


11:20 | Airline Fundamentals and Credit Issues

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


12:10 | Legal aspects of lease transactions

Rex Rosales, Head of Transport, Watson Farley & Williams LLP


13:00 | Lunch


14:00 | Understanding Risk Tolerance & Transaction Assessment

Jennifer Villa Tennity, President – Aviation Lending, CIT Bank


14:50 | ABS Mx Modelling, Forecasting and Stress testing

Kathryn Peters, Director Business Valuation and Economic Analysis, MBA


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

George Dimitroff, Head of Valuations, Flight Ascend Consultancy


16:20 | Closing remarks

James Kelly, Partner, KPMG


Drinks reception

Sponsored by:

sponsor-apollo




Main Stage – Day One: 18th October 2017

08:45 | Chairman opening remarks

Bryson P. Monteleone, Tailwind Capital Partners, Inc.


08:50 | The Americas Airline Market overview

Helane Becker, Managing Director, Cowen


09:30 | 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 2017/18 in order to plan for the coming months.

Rob Morris, Global Head of Consultancy, Flight Ascend Consultancy


10:15 | Keynote

Karsten Balke, CEO, Germania Fluggesellschaft


10:55 | Investing in aviation

Gary Fitzgerald, Managing Director, Stratos


11:30 | Break

Sponsored by:

sponsor-apollo


11:45 | Aviation Capital Group

Khanh T Tran, CEO, Aviation Capital Group


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

Moderator:
Vinh Nguyen, Director, Natixis

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 / James Hall, Director, Corporate Finance & Treasury, Anerican Airlines Group / Jonathon Meloy, Partner, Maples and Calder / Jared Ailstock, Vice President, Goldman Sachs


13:00 | Lunch

Sponsored by:

sponsor-orix


14:00 | The impact of “total care” on leasing and financing aircraft

Impact of the dominance of OEMs in the engine market and engine overhaul market through total care agreements on asset values?

  • Assignability to lessors / financiers
  • What is the share of independent overhaul firms in this business?
  • The real issue over PMA?

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


14:45 | Aerfin

Bob James, Chief Executive Officer, AerFin


15:15 | 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:
Mark Pearman-Wright, Head of Leasing & Investor Marketing, Airbus / Ross Mitchell, Vice President, Commercial Operations, Bombardier Commercial Aircraft / George A. Metcalf, Sales and Marketing, Boeing Commercial Airplanes / Arjan Meijer, Chief Commercial Officer, Embraer


16:10 | Airline rating panel

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

Panel:
Marjan Riggi, Kroll Bond Rating Agency / Joe Rohlena, Fitch Ratings / Jonathan Root, CFA, Vice President – Senior Credit Officer Airlines, Aerospace & Defense and Freight, Moody’s Investors Service


16:50 | Day One closing keynote

Why serious investors ought to be holding civil aviation assets such as lessors, airlines and manufacturers

Bill Blain, Head of Capital Markets/Alternative Assets, MINT Partners – Division of BGC Brokers L.P


17:45 | Chairman’s closing remarks

Bryson P. Monteleone, Tailwind Capital Partners, Inc.


Drinks reception

Sponsored by:

sponsor-apollo




Growth Frontiers New York 2017: Thursday 19th October 2017

08:00 | Registration Open/Morning refreshments


09:20 | Opening of conference – Chairman opening remarks

Robert Korn, CEO, Apollo Aviation


09:25 | US Tax reform implications

Peter Blessing, Tax Partner, KPMG New York


09:55 | Aviation Private Placements

Moderator:
Michael Dickson, Citi

Panel:
Rafael Kuhn, Director and Co-Head of US Private Placements, Deutsche Bank Securities Inc. / Leo J. BURRELL, Managing Director, Global Markets Division – Securitization, Credit Agricole Corporate Investment Bank / Michael Dickey Morgan, Executive Managing Director, Burnham Sterling & Company / Eric Meyers, Head of Private Placements, Goldman Sachs & Co.


10:45 | Break

Sponsored by:

sponsor-apollo


11:00 | Keynote

John Plueger, CEO & President, Air Lease Corp.


11:30 | Main 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

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

Panel:
Tony Nocera, Kroll Bond Rating Agency / Matthew Little, Castlelake / Jing Xie, CFA, Director – Structured Credit Ratings, S&P Global Ratings / Radha Tilton
Managing Director, Goldman, Sachs & Co. / Alex Nixon, Vice President in Structured Credit, Deutsche Bank Securities Inc. / Tracy Rice, Vice President – Senior Credit Officer Asset Finance Group, Moody’s


13:00 | Lunch

Sponsored by:

sponsor-orix


14:00 | Accounting and Asset Valuations

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


14:40 | Thunderbolt panel

Carl Anderson, Managing Director, Bank of America Merrill Lynch / Ryan McKenna, Air Lease Corp / Vinodh Srinivasan, Managing Director, Co-Head Structured Credit Group, Mizuho Securities USA LLC. /  Drew Fine, Partner, Milbank, Tweed, Hadley & McCloy / Steven Chung, Partner, Hughes Hubbard & Reed LLP


15:20 | 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


16:00 | Break

Sponsored by:

sponsor-apollo


16:15 | Airline finance panel

Moderator:
Jamie Baker, JP Morgan

Panel:
Chris Monroe, SVP Finance, Southwest / Gerry Laderman, United Continental Holdings / Philip Baggaley, S&P Global / Andy Nelson, Managing Director and Assistant Treasurer, Delta Air Lines / Priscilla Branco, Head of Aircraft Programs, AZUL


16:55 | Financing & Investing in aircraft & engines

Moderator:
Mark Streeter, JP Morgan

Panel:
Robert Korn, CEO, Apollo Aviation Group / James Bennett, Director of Engine Services, AerFin / John Shavinsky, COO, ABL Aviation / Abdol Moabery, Chief Executive Officer, GA Telesis, LLC


18:00 | Chairman closing remarks – close of day one

Robert Korn, CEO, Apollo Aviation


18:00 – 19:30 | Pre awards drinks

Sponsored by:

sponsor-apollo


19:30 | Airline Economics – Aviation 100 Americas Awards

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