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CPD

15th-18th January 2017 | Shelbourne Hotel, Dublin, Ireland

Schedule

SUNDAY 17th JANUARY 2016

7pm

Reception Event
National Museum of Ireland - Archaeology
Sponsored by:

MONDAY 18th JANUARY 2016

08:00

Registration Open/Morning refreshments

08:25

Opening of conference - Chairman Opening Remarks
Lynn Guiney, Managing Director, Aviation Finance, Standard Chartered

08:30

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?
Brian Pearce, Chief Economist- IATA

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, Partner & Head of Aviation Finance & Leasing - KPMG

10:25

Morning Break
Sponsored by:

10:40

Keynote Address
Willie Walsh, CEO, International Airlines Group

11:20

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.
Robert Martin, CEO, BOC Aviation
David Power, CEO, Orix Aviation
Denis Kalscheur, CEO, Aviation Capital Group

Ruth Kelly, Chief Executive Officer, Goshawk
Steven Udvar-Hazy, Chairman and Chief Executive Officer, Air Lease Corporation

Olaf Sachau, CEO, Intrepid 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 /
Daniel C. da Silva, Vice President, Strategic Regulatory Policy, Boeing Capital Corporation

13:00

Lunch
Sponsored by:

14:00

Supported Finance Panel
When the global economy weakens few areas of finance have been as important as the ECAs. Will 2016 be another year of essential ECA assistance? It remains an essential fall-back option for some operators.
Moderator: Kostya Zolotusky, MD - Capital Markets Development, 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 / Eric Agote, Head of Unit – Airbus Unconditional Guarantee, State Guarantees Directorate, COFACE / Viren Joshi, CFA, Global Accounts Director - Transportation Group, Export Development Canada / Suresh Hegde, Head of Solutions & Structuring, NN Investment Partners

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 2016, 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.
Panel: Nirmal Govindadas, Senior Vice President – Corporate Treasury, Emirates Airlines / Ted North, Managing Director, Corporate Finance, United Airlines / Tom Weir, Vice President & Treasurer, American / Ricky Thirion, Group Treasurer, Etihad Airways / Andy Nelson, Managing Director & Assistant Treasurer, Delta Air Lines, Inc.

16:15

Afternoon Break
Sponsored by:

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 / Mark Wasden, Senior Analyst, Moody’s Investors Service / Simon Glass, CFO, AWAS / Mounir Kuzbari, Managing Director, Novus Aviation Capital / Betsy R Snyder, CFA, Director, Standard & Poor’s /
Craig Fraser, Managing Director, Fitch Ratings / Greg Willis, Senior Vice President and Chief Financial Officer, Air Lease Corporation / Christian McCormick, Managing Director Finance, CALC / Alan Stanford, CFO, Jetscape

17:20

Engine Investment
Moderator: Jon Sharp, CEO & President, Engine Lease Finance
Panel: Mr. Ichiro Tatara, Managing Director & CEO, Sumisho Aero Engine Lease / Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited / Giles Thomas, Managing Director, Charlotte Parker / Dan Coulcher, SVP & Chief Commercial Officer, Willis Lease Finance Corporation

18:00

End of day one – chairman’s closing remarks
Lynn Guiney, Managing Director, Aviation Finance, Standard Chartered

17:45

Pre-Awards Cocktail reception in the Horseshoe Bar:

18:00

Pre-Awards drinks at the Engine Lease Finance Bar – Open Networking to all
Sponsored by:

19:00

Aviation 100 Global Leaders Awards
Hosted by:
Crispin Maunder, Executive Chairman, Lease Corporation International
Mansion House, Dawson St, Dublin
Sponsored by:

After award drinks until (very) late:
ELFC Bar, Shelbourne Hotel, Ground floor by conference hall entrance
Sponsored by:

TUESDAY 19th JANUARY 2016

08:00

Registration Open/Morning Refreshments

08:30

Opening of conference day 2 - Chairman Opening Remarks
Will McCallum, Managing Director, Aviation Finance, Standard Chartered Bank

08:30

The Financial Health of Airlines and the Outlook for 2016
A senior figure looks at major players in the airline market and assesses their financial strength going forward.
Helane Becker, Cowen Securities

09:10

Regional Airline Panel
How can finance and leasing companies and ECAs better assist regional airlines for 2016 and beyond?
Moderated by: Simon McNamara, Director General, European Regional Airline Association / Bryan Bedford, President & CEO, Republic Airways / Martin Moller, Chairman, Nordic Aviation Capital (NAC)

09:40

Keynote Address
Jim Scott, CEO, Canada Jetlines Limited / David Solloway, President, Canada Jetlines Limited

10:25

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.
Ron Wainshal, CEO, Aircastle Advisor
Donal Boylan, CEO, Hong Kong Aviation Capital
Mamoun Kuzbari, Managing Director, Novus Aviation
Mark Lapidus, CEO, Amedeo
John L. Plueger, President and Chief Operating Officer, Air Lease Corporation
Evan Carruthers, Principle, CASTLELAKE
Jeff Knittel, President, CIT Transportation & International Finance, CIT GROUP

11:00

Morning Break
Sponsored by:

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 2016 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, Global Head of Asset Finance Group, Credit Agricole Corporate Investment Bank
Panel: Munawar Noorani, Managing Director, 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 / Masao Masuda, Director, Global Aviation Team, Development Bank of Japan /
Jörg SchirrmacherHead of Transport Finance, Helaba Landesbank Hessen-Thüringen

12:00

Capital Markets Outlook
Moderator: Patrick M. Käufer, Managing Director Capital Markets and Treasury Solutions, Deutsche Bank Securities Inc.
Panel: Thomas Hollahan, Managing Director, Global Head of Aviation, Global Banking, Citi Group / / Mark Streeter, Managing Director-North America Credit Research JP Morgan / Ted North, Managing Director, Corporate Finance, United Airlines / Leo J. Burrell, Managing Director Securitization, Credit Agricole Securities (USA) / Tom Smith, Managing Director, Credit Suisse / Vinodh Srinivasan, Director, Corporate Solutions , BNP PARIBA / Betsy R Snyder, CFA, Director, Standard & Poor’s / Jeff Straebler, Managing Director - Transportation, Aerospace & Defense, Bonds & Corporate Finance Group, John Hancock Insurance

13:00

Lunch
Sponsored by:

14:05

ABS Panel
Tony Nocera, Managing Director, ABS Commercial - KROLL BOND RATING

14:50

Keynote slot: The Wizz Air Story
Howard Millar, COO, Stellwagen Capital

15:25

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 2016. They will also set out their financing strategies to fund deliveries in the year ahead and what is affecting their decision making process.
Panel:
Ted Christie, Spirit Airlines / Jude Bricker, SVP, Planning, Allegiant Airlines / Riyaz Peermohamed, Chief Financial Officer, IndiGo / Neil Sorahan, CFO, Ryanair / Jimmy Dempsey, CFO, Frontier Airlines

16:15

Break
Sponsored by:

16:25

Investing in mid to late life Aircraft & Engines
Moderator: Robert Korn, CEO, Apollo Aviation Group
Panel: Abdol Moabery, Chief Executive Officer, GA Telesis, LLC / Stephen Hannahs, CEO, Wings Capital Partners / Evan Carruthers, Managing Partner & Portfolio Manager, Castlelake / Martin Friis-Petersen, Managing Director, MTU Maintenance Lease Services

17:15

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.
Panel: Stuart J Rubin, Principal, ICF SH&E / David Tokoph, Vice President Valuations and Technical Analysis, 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

18:10

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:

19:30 - doors open 19:45

The AirLink Charity Gala Dinner
Shelbourne Hotel Ballroom
Supported and sponsored by:

WEDNESDAY 20th JANUARY 2016

08:00

Registration Open/Morning refreshments

09:20

Opening of conference - Chairman Opening Remarks
Martin Sutton, Executive Director, Aviation Finance – Standard Chartered

09:25

The Continued Evolution of Commercial Operating Leasing
Using charts and analysis leveraging the industry leading Ascend databases, Rob Morris covers the medium and long-term macro outlook (can leasing reach 50% of the fleet?), discusses the evolving competitive dynamic, merits of certain asset types, next generation aircraft vs current generation and more.
Rob Morris, Head of Consultancy, Ascend Worldwide

10:00

Finance & Investment Panel
Bespoke financing and investment options for the seasoned aviation investor and those new to aviation looking to get started. Also how can aviation companies better assist institutional investors in clearing the long path for approval of aviation related investments? Can certain packages and formats work far better for attracting investment and does a good credit rating still matter above all else?
Moderator: Douglas L. Brennan, Chief Executive Officer, Aviation Finance Company Limited
Panel: Philipp Prior, Managing Partner, emp structured assets GmbH / Richard Moody, Managing Director, Deutsche Bank / Philip A. Baggaley, CFA, Managing Director Corporate Ratings, Standard & Poor’s Ratings Services / Christian McCormick, Managing Director Finance, CALC / Jeff Straebler, Managing Director - Transportation, Aerospace & Defense, Bonds & Corporate Finance Group, John Hancock Insurance / Frederic Mireur, Head of Corporate Finance, AWAS

11:00

Morning Break
Sponsored by:

11:15

Keynote: Aviation Finance & Investment in 2016
David Andrews, Managing Partner - Transport Hudson Structured Capital Management

12:00

BDCs – Have they evolved beyond the traditional BDC post 2007?
Is the aviation finance market awash with money reminiscent of 2007? Some BDCs seem rather similar to investment funds of the earlier era, albeit with less leverage. The reduced leverage makes them safer but the need to invest money and fee generation for the managers is similar – So could there be trouble ahead? Or is it the case that BDCs have evolved into a far more collaborative partnership approach with exponentially more flexible financing solutions than seen pre 2007?
Alison A. Mason, Executive Vice President, Amur JMW Aviation / Pradeep Hathiramani, Managing Director & Head of First Star Aviation LLC, Fifth Street Finance / Marc Cho, President, Echelon Aviation LLC

12:30

Equity and investment panel
Private equity investment in aircraft and engines: Examining issuer and investor expectations and structures with all new information for 2016.
Moderated by: Michael Mulitz, Partner & Chair, Aviation Finance & Leasing Group, Kaye Scholer

13:00

Lunch
Sponsored by:

14:00

Helicopter investment, finance & leasing
Moderator: Tony Nocera, Managing Director, ABS Commercial - KROLL BOND RATING
Panel: Crispin Maunder, Executive Chairman, Lease Corporation International / Alan Jenkins, CFO, Waypoint Leasing / Francois Gautier, Chief Executive Officer, AVINCO / Neil Calvert, CEO of Amur HFS / Kim Seward, Helicopter Valuation and industry Analysis, Morten Beyer & Agnew (mba) / Usman Ahmed, Senior Aviation Analyst, IBA Group

14:45

Aviation loan distribution
From aviation banks, local/regional banks, asset managers, insurance companies, hedge funds. From the need to get private rating or not to the distribution of loans to non-bank investors to commercial loans and ECA loans.
Jose Abramovici, Global Head of Asset Finance Group, Credit Agricole Corporate Investment Bank / Betsy R. Snyder, CFA, Director Corporate & Government Ratings Standard & Poor’s / Olivier Trauchessec, Head of Aviation Finance, BNP Paribas / Marjan Riggi, Managing Director, Kroll Bond Ratings / Craig Fraser, Managing Director, Fitch Ratings / Jörg SchirrmacherHead of Transport Finance, Helaba Landesbank Hessen-Thüringen

15:30

Cargo Airline Finance Panel
Panel: Edward McGarvey, VP & Treasurer, Atlas Air Worldwide / FedEx – Senior Executive name to be confirmed / Cargolux, Senior Executive name to be confirmed / Gustaf Thureborn, CEO, West Atlantic – C.A.L Cargo – Senior Executive to be confirmed

16:15

Afternoon Break
Sponsored by:

16:30

Asset management and aircraft investment panel
Asset managers have come of age, able to offer tailored products to meet investor needs no matter the age and type of aircraft, here some of the world’s leading players look at how they see the current market and what potential investors and current aircraft owners should be looking for in 2016 and indeed, what they can offer to the same in the here and now.
Moderator: Gary Fitzgerald, Managing Director, Stratos
Panel: Martin Bouzaima, CEO, AMENTUM / James Meyler, Chief Commercial Officer, Orix Aviation, Todd Woodward, EVP Asset Management, Aviation Capital Group / Yuji Ikehama,
General Manager, Aviation Finance Division, Century Tokyo / Hani Kuzbari, Managing Director, Novus Aviation Capital / Peter Huijbers, Head of Airline Marketing, Hong Kong Aviation Capital

17:30

End of conference – chairman’s closing remarks and acknowledgements
Martin Sutton, Executive Director, Aviation Finance – Standard Chartered

18:00

End of day three – chairman’s closing remarks

18:00
Until very late

Drinks at the Engine Lease Finance Bar – Open Networking to all
Sponsored by: