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18th-20th January 2015 | Shelbourne Hotel, Dublin, Ireland

Schedule

MONDAY 19th JANUARY 2015
08:00 Registration Open/Morning refreshments
08:30 Opening of conference - Chairman Opening Remarks
Lynn Guiney, Managing Director, Aviation Finance, Standard Chartered
08:35 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 2015?
Peter Morris - Ascend
09:15 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
09:55 Global Taxation Environment Outlook for Investors in Aircraft and Engines – Plotting a Course for Lessors
Tom Woods, KPMG
10:25 Morning Break
Sponsored by:
CA-CIB
10:40 Keynote Address
William (Bill) A. Franke, Managing Partner, Indigo Partners
11:15 Lessor Panel
This is an interactive session using voting pads:
At the start of the panel the audience will be asked for their opinion on a set of three questions. The panel, split into two teams, will then debate each question and then turn to a new audience vote to see if their reasoning has made an impact.
Chair 1: Robert Martin, CEO, BOC Aviation
David Power, CEO, Orix Aviation
Denis Kalscheur, CEO, Aviation Capital Group
Chair 2: Frank Pray, CEO, Intrepid Aviation
Ron Wainshal, CEO, Aircastle Advisor
Rich Wiley, CEO, Jackson Square Aviation
12:20 Cape Town Convention – Update on Global Ratification, Implication and Compliance
Moderator: Jeffrey Wool, Secretary General, Aviation Working Group (AWG)
Panel: Claude Brandes, Vice President of Customer Finance, Airbus / Scott Scherer, Vice President, General Manager, Aircraft Financial Services, Boeing
13:00 Lunch
Sponsored by:
ACG
14:00 Supported Finance Panel
When the global economy weakens few areas of finance have been as important as the ECAs. Will 2015 be another year of essential ECA assistance? It remains an essential fall-back option for some operators.
Moderator: Kostya Zolotusky, Boeing Capital Corp
Panel: Marcio Nobre Migon, Head of Department, Aircraft Financing – Export Credit Division, Banco Naciaonal de Desenvolvimento-Economico se Social (BNDES) / Robert Roy, Vice President – Transport, Export-Import Bank of the United States / Gordon Welsh, UK Export Finance / Jean Louis Ekra, AFRIEXIM / Nigel Taylor, Airbus / Eric Agote, Head of Unit – Airbus Unconditional Guarantee, State Guarantees Directorate, COFACE / Lynda Bernst, Senior Strategic Account Executive, Transportation, Export Development Canada
14:55 Keynote Address
Aengus Kelly, CEO & Executive Director, AerCap Holdings
15:30 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 2015, 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 Asset Finance GmbH
Panel: Nirmal Govindadas, Senior Vice President – Corporate Treasury, Emirates Airlines / Gerry Laderman, Senior Vice President - Finance, Procurement & Treasurer, United Airlines / Tom Weir, Vice President & Treasurer, American / Ricky Thirion, Group Treasurer, Etihad Airways / Ian F Reid, Senior Financial Adviser, Philippine Airlines
16:15 Afternoon Break
Sponsored by:
CA-CIB
16:30 Lessor Financing & Rating Panel
In 2014 lessors turned to the ABS in droves, will this trend continue? Leading lessors are quizzed on their financing strategies and secured Vs unsecured capital markets and the effects that a rating can have.
Moderator: Richard Moody, Asset Finance & Leasing, Deutsche Bank AG
Panel: Marjan Riggi, Managing Director, Kroll Bond Ratings / Mahdu Vijay, EVP & CFO, Aviation Capital Group / Olaf Sachau, CFO, Intrepid Aviation / Betsy R. Snyder, CFA. Director, Corporate & Government Ratings Standard & Poor’s / Mark Wasden, Senior Analyst, Moody’s Investors Service / Frederic Mireur, Head of Corporate Finance, AWAS / Alan G. Stanford, Jr., Chief Financial Officer, Jetscape / Senior representation from Aldus Aviation
17:15 Engine Investment Update
Leading engine leasing experts will give their view on the market and how they are navigating the same.
Moderator: Jon Sharp, CEO & President, Engine Lease Finance
Panel: Mr. Ichiro Tatara, who is Managing Director & CEO of Sumisho Aero Engine Lease / Bobby Janagan, General Manager, Rolls Royce Finance & Partners / Donald Nunemaker, Executive Vice President & General Manager – Leasing, Willis Lease Finance Corp.
18:00 End of day one – chairman’s closing remarks
Lynn Guiney, Managing Director, Aviation Finance, Standard Chartered
18:00 Pre-Awards drinks
Sponsored by:
ELFC
19:00 Aviation 100 Awards
Mansion House, Dawson St, Dublin
Sponsored by:
Orix Aviation KPMG
After award drinks until (very) late:
ELFC Bar, Shelbourne Hotel, Ground floor by conference hall entrance
Sponsored by:
ELFC
TUESDAY 20th JANUARY 2015
08:00 Registration Open/Morning Refreshments
08:30 Opening of conference day 2 - Chairman Opening Remarks
Will McCallum, Executive Director – Aviation Finance, Standard Chartered
08:35 The Financial Health of Airlines and the Outlook for 2015
A senior figure looks at major players in the airline market and assesses their financial strength going forward.
Helane Becker, Cowen Securities
09:05 Change Management in the Airline Industry
Adopting new ideas, transitioning new technology, individuals, teams, and organizations to a desired future state.
Peter Davies, former CEO, Air Malta
09:30 Lessor Panel
This is an interactive session using voting pads:
At the start of the panel the audience will be asked for their opinion on a set of three questions (different from day one). Our panel, split into two teams, will debate each question and then turn to a new audience vote to see if their reasoning has made an impact.
Chair 1:  Ray Sisson, CEO, AWAS
Steven Townend, Deputy Managing Director, BOC Aviation
Tony Diaz, President-Commercial Aircraft Leasing, CIT
Chair 2: Donal Boylan, CEO, Hong Kong Aviation Capital
Mamoun Kuzbari, Executive Vice President, Novus Aviation
10:30 Morning Break Sponsored by: CA-CIB logo here
CA-CIB
10:45 Keynote Address
Howard Millar, Board member & former CFO, Ryanair
11:15 Banking Panel
Bank funding is absolutely critical to the commercial aviation sector and their support and skills are likely to be required more than ever before in 2015 as we move through the delivery cycle. Our esteemed panel will look at what options they are willing to put forward during 2015, what risks they are willing to take and what areas of the market they find exciting and want to do business in.
Moderator: Jose Abramovici, Credit Agricole Corporate Investment Bank
Panel: Thomas Hollahan, Managing Director, Global Head of Aviation, Global Banking, Citi Group / Greg Lee, Managing Director, Goldman Sachs / Eric Eugene, Head of Transportation Finance, BNP Paribas / Lucien Tomasini, Global Head of Aviation Société Générale / Richard Moody, Asset Finance & Leasing, Deutsche Bank
12:10 Capital Markets Outlook
Why have EETC transactions fallen away; why has the ABS made such a comeback in 2014; and why have so many lessors moved to tap the ABS market in 2014? Should airlines and lessors be accessing the capital markets far more than is happening at this time and what will 2015 hold? What pricing should companies be looking for and what are investors looking for?
Moderator: Betsy R. Snyder, CFA, Director Corporate & Government Ratings Standard & Poor’s
Panel: Greg Lee, Managing Director, Goldman Sachs / Munawar Noorani, Managing Director, CITI Group / Mark Streeter, JP Morgan / Gerry Laderman, Senior Vice President, Finance, Procurement and Treasurer, United Continental Holdings / Leo J. Burrell, Managing Director Securitization, Credit Agricole Securities (USA) / Tom Smith, Managing Director, Credit Suisse / Mark Lapidus, CEO, Amedeo
13:00 Lunch Sponsored by:
ACG
14:00 Airline Leasing and Transaction Panel – The Fleet Managers
Fleet managers take to the stage to give their view on what it going right and wrong in the market today.
Moderator:  Helane Becker, Managing Director, Cowen
Panel
: Fred Swanevelt, Director, Fleet Transactions, American Airlines / Nathaniel Pieper, Fleet Strategy & Transactions, Delta Air Lines / Tom Doxey, Vice President, Fleet & Corporate Finance, Allegiant Travel Company / Jose V. Yunda Z., Fleet Management Director, Avianca
14:45 CFO/Treasurer panel – Low Cost
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 2015. They will also set out their financing strategies to fund deliveries in the year ahead and what is affecting their decision making process.
Moderator:  Sibylle Paehler, Managing Director, Doric Asset Finance GmbH
Panel: Ted Christie, Spirit Airlines / Jude Bricker, SVP, Planning, Allegiant Travel Company / Sonia Jerez, CFO, Vueling / Chris Monroe, VP Treasurer, Southwest Airlines / Riyaz Peermohamed, Chief Financial Officer, IndiGo / Mike Powell, Chief Financial Officer, Wizz Air Group / Frode Foss, CFO, Norwegian Air Shuttle
15:30 Equity & Investment Panel
Moderator: Michael Mulitz, Partner & Chair, Aviation Finance & Leasing Group, Kaye Scholer
Panel: Christopher Chaput, Managing Director, Global Hunter Securities / Willys Schneider, Partner, Tax, Kaye Scholer / Daniel Hartnett, Partner, Kaye Scholer / Christopher Chaput, Managing Director, Global Hunter Securities / Maha Kiani, Analyst, Brigade Capital Management
16:00 Break
Sponsored by:
CA-CIB
16:35 Investing in Aircraft & Engines
With a number of ABS deals secured against older aircraft in 2014 we ask has this marked a change in investor sentiment towards mid-to-end-of-life aircraft. Which aircraft and engines are a good investment both in terms of new aircraft and mid/end of life aircraft? Which segments of the aviation sector are a good investment and what more can be done to assist in attracting more investors into the aviation sector?
Moderator: Robert Korn, CEO, Apollo Aviation Group
Panel: Pieter D’Hoore, Senior Investment Manager SAA/TAA/Portfolio Optimization, ING Investment Management / Yuji Ikehama, General Manager Aircraft Finance Division, Century Tokyo Leasing Corporation / Hani Kuzbari CFA, Executive Vice President, Novus Aviation / Maurice Mason, Senior Adviser, AgFe / Martin Friis-Petersen, Managing Director, MTU Maintenance Lease Services B.V.
17:20 Aircraft Valuations Panel & Remarketing Outlook
Aircraft valuations – does the panel agree with one another on certain types? Banks, lessors and owners all have varying views on what their asset is worth – So how can/should the valuation firms react? As private investors move into aviation assets accurate valuations become more important than ever. And what of those new generation aircraft? Will they have an effect on prices in the coming years and what is the outlook? Are those price ranges being achieved in the market correct? Active remarketers tell us what they are seeing on the ground right now.
Moderator:  Rob Morris, Head of Consultancy, Ascend
Panel: Stuart J Rubin, Principal, ICF SH&E / David Tokoph, Appraiser, Morten Beyer & Agnew / Les Weal, Oriel / Phil Seymour, IBA / George Dimitroff, Head of Valuations, Ascend / Bryson Monteleone, ISTAT Certified Appraiser, Tailwind Capital LLC / Gueric Dechavanne, Vice President, Commercial Aviation Services, Collateral Verifications
18:00 End of conference – chairman’s closing remarks
Will McCallum, Executive Director – Aviation Finance, Standard Chartered
18:00
Until very late
Pre & Post Gala Dinner Drinks
The Engine Lease Finance Bar
Supported and sponsored by:
ELFC
19:00 The AirLink Charity Gala Dinner
Shelbourne Hotel Ballroom
Supported and sponsored by:
ELFC