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

Schedule

MONDAY 19th JANUARY 2015
08:00 Registration Open/Morning refreshments
08:50 Opening of conference
Chairman opening remarks
Kieran Corr, CEO, Pembroke & Global Head, Aviation Finance, Standard Chartered
08:55 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 2013 in order to plan for the coming months.
Peter Morris, Chief Economist - Ascend
09:45 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 panel panellists look at the outlook for fuel and hedging.
Mike Corley, Managing Director - Mercatus energy
10:25 Accounting rule changes update and what it means for lessors & lessees + Global taxation environment outlook for investors in aircraft and engines
Tom Woods, KPMG
10:45 Morning Break
Sponsored by:
Credit Agricole
11:00 Keynote Address
William (Bill) A. Franke, Managing Partner, Indigo Partners LLC
11:35 Lessor panel
Operating leasing remains one of the largest sources of capital - will this continue? As volumes of new single aisle deliveries increase, are they causing rates and terms to be at the mercy of the operator? Can lessors find the required rate increases needed for the Max and Neo to keep margins intact? How can lessors further help airlines in 2014/15 and beyond as the delivery cycle accelerates?
Moderator: Gary Lebowitz, Senior Analyst, Wells Fargo
David Power, CEO, Orix Aviation / Denis Kalscheur, CEO, Aviation Capital Group / Frank Pray, CEO, Intrepid Aviation / Steven Townend, Deputy Managing Director, BOC Aviation / Mamoun Kuzbari, Executive Vice President, Novus Aviation / Ron Wainshal, CEO, Aircastle Advisor (International) Limited and Aircastle Advisor LLC / Donal Boylan, CEO, Hong Kong Aviation Capital / Rich Wiley, CEO, Jackson Square Aviation / Tony Diaz, President-Commercial Aircraft Leasing, CIT
12:25 Cape Town Convention – Update on Global ratification, implication and compliance
Jeffrey Wool, Secretary General, AWG / Claude Brandes, Airbus/AWG Co-Chair / Scott Scherer, Boeing/AWG Co-Chair
13:05 Lunch
Sponsored by:
ACG
14:00 Supported Finance Panel
Few areas of finance have been as important as the ECAs of late. They have filled a huge gap. Will 2014 be another year of essential ECA assistance? What will be the effect of the new ASU and Basel III and how have the ECAs adapted in 2014 as the industry embraces new regulations and shoulders additional cost.
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, Deputy Vice President, Export-Import Bank of the United States / Gordon Welsh, UK Export Credit / Jean Louis Ekra, AFRIEXIM / Nigel Taylor, Airbus / Eric Agote, Head of Unit – Airbus Unconditional Guarantee, State Guarantees Directorate, COFACE
14:50 Keynote Address
Aengus Kelly, CEO & Executive Director, AerCap Holdings N.V
15:20 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 their 2014 and show what financing strategies they will be looking for to fund deliveries in the year ahead, what aircraft they will consider ordering in 2014 and what is affecting their decision making process.
  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
16:00 Afternoon Break
Sponsored by:
Credit Agricole
16:15 Lessor financing & Rating panel
Leading lessors are quizzed on their financing strategies and the effects on the same if they continue to use unsecured capital markets.
Moderator: Richard Moody, Asset Finance & Leasing, Deutsche Bank AG
Panel: Mhdau 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
17:15 Engine investment update
Our independent expert gives a brief update on the engine finance and leasing market, what to look for in 2014 and which engines to be sceptical of. After this scene setting presentation our leading engine leasing figures will give their view on the information and their view on the market and how they are navigating the same.
Toshinori Kondo, VP Sales & Marketing, SUMISHO AERO ENGINE LEASE B.V / Jon Sharp, CEO, Engine Lease Finance Corp / Bobby Janagan, General Manager, Rolls Royce Finance & Partners / David A. Cook, CEO, ASM Consulting
18:00 End of day one – chairman’s closing remarks
  Kieran Corr, CEO, Pembroke & Global Head, Aviation Finance, Standard Chartered
18:00 Pre-Awards drinks
  Sponsored by:
  ACG
19:00 Aviation 100 Awards
Mansion House, 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
08:40 Registration Open/Morning Refreshments
08:40 Opening of conference day 2 - Chairman opening remarks
Lynn Guiney, Director, Aviation Finance, Standard Chartered
08:45 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
09:20 FX risk mitigation 2015
FX risk was the highest contributing factor for profit margin disintegration in 2014. We look at what airlines must do to mitigate this risk.
Rupert Lee Browne, CEO, Caxton FX
09:55 Morning Break
Sponsored by:
Credit Agricole
10:10 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
10:40 Keynote Address
Howard Millar, Board member & former CFO, Ryanair
11:15 Banking Panel
Bank funding remains absolutely critical to the commercial aviation sector and in 2015 their support and skills are likely to be required more than ever before as we move through the delivery cycle and ECA costs increase. 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.
Moderated by: 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 Eugine, Head of Transportation Finance. BNP Paribas / Lucien Tomasini, Global Head of Aviation Société Générale / Richard Moody, Asset Finance & Leasing, Deutsche Bank AG
12:10 Capital Markets Outlook
There was never a better time to take products to the capital markets than in H1 2013 – Will this be repeated? Is the demand still there, what could aid or hinder aviation products and how are the rating agencies affecting demand for aviation products?
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 / Jonathan Root, Moody’s / Leo J. Burrell, Managing Director Securitization, CREDIT AGRICOLE SECURITIES (USA) INC.
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.
Panel: Fred Swanevelt, Director, Fleet Transactions, American Airlines / Nathaniel Pieper, Delta Air Lines / Tom Doxy, Vice President, Fleet & Corporate Finance, Allegiant Travel Company / Jose V. Yunda Z., Fleet Management Director, Avianca
14:45 CFO/Treasurer panel – Low Cost
Leading airline finance heads from across the APAC region take to the stage to give their verdicts on the past 12 months and their outlook for 2014 and show what financing strategies they will be looking for to fund deliveries in the year ahead, what aircraft they will consider ordering in 2014 and what is affecting their decision making process.
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
15:30 Equity & Investment Panel
Moderated by: Michael Mulitz, Partner & Chair, Aviation Finance & Leasing Group, Kaye Scholer
Panel: Willys Schneider, Partner, Tax, Kaye Scholer / Daniel Hartnett, Partner, Kaye Scholer
16:05 Break
Sponsored by:
Credit Agricole
16:20 The Investor View
Are some of the segments of the aviation sector a good investment? It is time to hear from the investors on the matter and to take note of their experiences and what could be done to assist investment and what needs to change.
Moderator: Matthew Ray, Partner & Co-Founder, Victory Park Capital
Panel: Yuji Ikehama, Aviation Strategic Investments Group, Century Tokyo Leasing Corporation / Hani Kuzbari CFA, Executive Vice President, Novus Aviation / Maurice Mason, Irelandia Aviation & Kite Investments Group
17:00 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 / Robert Agnew, Morten Beyer & Agnew / Les Weal, Oriel / Phil Seymour, IBA / George Dimitroff, Head of Valuations, Ascend
18:00 End of day two- chairman's closing remarks
  Lynn Guiney, Director, Aviation Finance, Standard Chartered
   
  After award drinks until (very) late:
ELFC Bar, Shelbourne Hotel, Ground floor by conference hall entrance
  Sponsored by:
  ELFC