18-20 January 2021

Schedule




 

MONDAY 18th JANUARY 2021

 

08:50 | Aviation Sector Overview

The commercial aviation industry is affected and guided by macro-economic and political fluctuations but what factors have and will affect aviation in 2021?

Stuart Hatcher, Chief Revenue Officer, IBA Group & Mike Yeomans, Director – Valuations, IBA Group

Live Q&A at 09:41
GMT


09:51 | Industry Keynote Q&A

Alexandre de Juniac, Director General of The International Air Transport Association (IATA) in conversation


10:20 | Airline Keynote Q&A

József Váradi, Chief Executive Officer of Wizz Air

Live Q&A at 10:52
GMT


11:00 | GECAS CEO Q&A

Greg Conlon, President & CEO, GECAS in conversation with Victoria Tozer-Pennington, Editor, Airline Economics


11:42 | AerCap CEO Q&A

Aengus Kelly, CEO & Executive Director, AerCap Holdings in conversation with Joe O’Mara, Partner & head of Aviation, KPMG


12:25 | New and Midlife (Overall) Aircraft Market Dynamics

Moderator: Gary Fitzgerald, CEO, Stratos

Panel: Ted O’Byrne, Managing Director and Co-Head of Aviation, Carlyle Aviation Partners / Tony Whitty, EVP, Remarketing and ACMI, Air Partner / Steven Udvar-Hazy, Senior Vice President, Aviation Capital Group / Karl Brünjes, Chief Operating Officer, Ardavon / Simon Finn, Director – Aviation Research, MUFG / Marc S. Iarchy, Partner, World Star Aviation

Live Q&A at 13:30 GMT


13:40 | Keynote

Steven Udvar-Hazy, Executive Chairman, Air Lease Corporation in conversation with Victoria Tozer-Pennington, Editor, Airline Economics

Live Q&A at 14:35 GMT


14:50 | Lessor CEO Panel Moderator: Duncan Batchelor, Partner, Norton Rose Fulbright

Panel: Firoz Tarapore, CEO, DAE / John Plueger, CEO, Air Lease Corporation / Mike Inglese, CEO, Aircastle Advisor / Tim Myers, President, Boeing Capital Corporation / Thomas Baker, CEO, Aviation Capital Group

Live Q&A at 15:50 GMT


16:00 | 2021 Outlook for Operating Leasing

Covering macroeconomic drivers, demand and supply issues and also lease rate data.

Rob Morris, Global Head of Consultancy, Ascend by Cirium

Live Q&A at 16:37 GMT


16:47 | Low-Cost Airline Panel

Moderator: John Feren, Partner, Split Rock Aviation

Panel: John Tuite, CFO, Ryanair Financial Services / Robert Neal, Treasurer, VP – Fleet & Corporate Finance, Allegiant Travel Company / Scott Haralson, Chief Financial Officer, Spirit Airlines, Inc. / Alex Malfitani, Chief Financial Officer, Azul

Live Q&A at 17:30 GMT


17:40 | Benefits of GATS to Secured Lenders

Moderator: Jeffrey Wool, secretary general, AWG

Panel: David Berkery, A&L Goodbody / Drew Fine and Zachary Cronin, Milbank / Dominic Pearson, Watson Farley Williams

Live Q&A at 18:23 GMT




 

TUESDAY 19th January 2021

 

09:00 | Global Economic Outlook

Peter Morris, Chief Economist, Ascend by CIRIUM

Live Q&A at 09:27 GMT


09:35 | Leasing & Asset Manager Panel

Moderator: David McGovern, Partner – Asset and Aviation Finance Group, Walkers

Panel: Patrick den Elzen, Managing Director, Arena Aviation Capital / Steven T. Gaal, Managing Partner & Co-Founder, SkyWorks Holdings / Martin Bouzaima, CEO, FPG Amentum / Christian Mailly, Managing Director, Dr Peters Group / David Power, Executive Chairman, Aergo Structured Products / Finnian O’Neil, Chief Investment Officer, ABL Aviation

Live Q&A at 10:27 GMT


10:35 | Banking & Finance Panel

Will the ECAs save the market again as they did following the credit crisis? How has the environmental/emissions question impacted aviation banking & finance. Is an ESG waiting now the norm for deal approval – will they become 100% essential across the board in the near future? Also: What are the challenges, opportunities and main risks for aviation banks in competition with private placement, institutional investors, ABS and EETCs

Moderator: Jose Abramovici, Global Head of Asset Finance Group, Credit Agricole Corporate Investment Bank

Panel: Joerg Schirrmacher, Head of Transportation Finance, Helaba Landesbank Hessen-Thüringen / Michael Fox, Managing Director, Goldman Sachs / Arnaud Fiscel, Head of Transportation, Corporate Banking Department, Bank of China (UK) Limited / David Fiore, Vice President – Transportation Division, Export-Import Bank of the United States / Vicente Alava Pons, Head of Origination for EMEA, MUFG / Bertrand Dehouck, Managing Director – Head of Aviation – Global Banking EMEA, BNP Paribas

Live Q&A at 11:50 GMT


12:00 | Sustainability – EU Taxonomy for Aviation

Moderator: Jan Melgaard, Executive Chairman, FPG Amentum

Panel: Maria De Las Flores Diaz Pulido, Aviation Policy Head of Unite, MOVE E1. / Ewa Oney, Aviation Policy Policy Officer, MOVE E1. / Viktoria Tsitsoni, Aviation Policy Policy Officer – Seconded National Expert. / Özlem Ayata, Director, Origination – EMEA, MUFG / Shane O’Reilly, Director, KPMG Sustainable Futures

Live Q&A at 12:46 GMT


13:00 | Capital Markets Panel

Moderator: Sidanth Rajagopal, Partner, K&L Gates

Panel: Dana A. Barta, Executive Director, Morgan Stanley, Global Capital Markets / Marjan Riggi, Managing Director, Kroll Bond Rating / Olivier Trauchessec, Head of Transportation – Leasing & Asset Finance, MUFG / Leo J. Burrell, Managing Director Securitization, Credit Agricole Securities (USA) / Radha Tilton, Managing Director, Goldman Sachs & Co. / Ricardo Toro, Managing Director, BNP Paribas / Richard Murphy, Managing Director, BNP Paribas

Live Q&A at 14:25 GMT


14:35 | Keynote

William A. Franke, founder and Managing Partner of Indigo Partners in conversation with Victoria Tozer-Pennington, Editor, Airline Economics


14:50 | 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 2021, 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: Betsy R. Snyder, CFA, S&P Global

Panel: Christine Rovelli, SVP Finance & Fleet Management – Group Treasurer, Finnair / Meghan Montana, VP & Treasurer, American Airlines / Pam Hendry, Vice President and Treasurer, United Airlines / Ursula Hurley, Treasurer, JetBlue Airways / Bruno Lecerf, Directeur Financements et Trésorerie, Direction Générale Economie et Finance, Air France

Live Q&A at 15:52 GMT


16:00 | Airline Credit Risk & Rating Panel

Airline credit risk and the impact on them and those dealing with them.

Moderator: Marjan Riggi, Managing Director, Kroll Bond Rating

Panel: Philip Baggaley, Managing Director, S&P Global Ratings / Joseph Rohlena, Senior Director, Fitch Ratings / Azza Chammem, Senior Analyst, Scope Group / Jonathan Root, CFA, Senior Vice President, Airlines, Aerospace & Defense, Package Delivery, Moody’s Investors Service

Live Q&A at 16:50 GMT


17:00 | Commercial Aircraft Leasing 2021

Moderator: Paul Jebely, Partner, Pillsbury Law

Panel: Pat Hannigan, CEO, CDB Aviation / Karl Griffin, CEO, GENESIS / Robert Korn, CEO, Carlyle Aviation Partners / Mark Lapidus, CEO, Amedeo / Stephen Hannahs – Managing Director & Chief Executive Officer, Wings Capital Partners / Steve Rimmer, CEO, Altavair / Jim Liu, Managing Director, CCB Leasing International

Live Q&A at 18:30 GMT




 

WEDNESDAY 20th January 2021

 

08:55 | Lessor Finance & Investment Panel

Moderator: Bertrand Dehouck, Managing Director – Head of Aviation – Global Banking EMEA, BNP Paribas

Panel: Greg Willis, Executive Vice President & CFO, Air Lease Corporation / Jennifer Creevey, CFO, DAE Capital / Adam Smyth, Chief Financial Officer, GENESIS / Denis Casey, CFO, Seraph Aviation Group / Seah Beng Kiat, Managing Director – Structured Finance and Portfolio Trading, CALC

Live Q&A at 10:02 GMT


10:12 | Intangible Assets & Alternative Financing

Discussing the value in alternative assets in aviation such as loyalty schemes, slots, routes collateralization, spare parts and engines. Including the fundamentals of value and methodology.

Moderator: Anne Correa, Vice President, Morten Beyer & Agnew – MBA

Panel: Marjan Riggi, Senior MD & Head of Aviation Transportation and Commercial Finance, Kroll Bond Rating Agency / Pooja Gardemal, Managing Director, BK Associates, Inc. / Jim Bell, Partner and Global Co-head of Aviation, Watson Farley & Williams / Matt Simonetti, Managing Director, Citi


11:00 | Engine Leasing, Pooling, Maintenance & Investment Panel

Moderator: Phil Seymour, President and Head of Advisory, IBA

Panel: Tom Barrett, President & CEO, Engine Lease Finance Corporation / Abdol Moabery, CEO, GA Telesis / Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited / Dan Coulcher, SVP & Chief Commercial Officer EMEA, Willis Lease Finance Corporation / Patrick Biebel, Managing Director, MTU Lease Services

Live Q&A at 12:10 GMT


12:20 | Freighter & Cargo Panel

Financing, leasing, operating, and investing in freighter and cargo airlines and aircraft

Moderator: Yves Germeaux, Managing Director, ATOZ Aviation Finance

Panel: Ed McGarvey, Senior Vice President & Treasurer, Atlas Air Worldwide / Robert T. Convey, Senior Vice President – Sales & Marketing, Aeronautical Engineers, Inc. / Alistair Dibisceglia, Chief Leasing and Trading Officer, Vallair / David Dotzenroth, CEO, SQ Conversions / Zohar Zik, Partner, HFW / Mike Skinner, CEO, AMS Aircraft Services

Live Q&A at 13:35 GMT


13:35 | Aviation Investment Panel

Moderator: Christopher Jackson, Partner, Reed Smith

Panel: David Andrews, Hudson Structured Capital Management / Kliton Duri, Managing Director, Corporate Credit Research, PPM America / Ryan McKenna, Griffin Global Asset Management / Vinodh Srinivasan, Managing Director, Mizuho Securities / Tom Light, Senior Portfolio Manager, Muzinich & Co. / Phil Griffiths, Floreat Aviation Capital

Live Q&A at 14:22 GMT


14:32 | Aircraft Appraisal & Valuations

Moderator: Gareth Delany, Executive Director & Chief Technical Officer, Clover Aviation Capital

Panel: Gueric Dechavanne, Vice President, Collateral Verifications / Mike Yeomans, Director – Valuations, IBA Group / Lindsey Webster, VP of Valuations, MBA / Olga Razzhivina, Oriel / Paul Leighton, The Aircraft Value Analysis Company Ltd. (AVAC) / Stuart Rubin, VP & Managing Director, ICF / George Dimitroff, Head of Valuations, Ascend by CIRIUM

Live Q&A at 15:38 GMT


15:50 | Manufacturer Output Debate

New aircraft orders and deliveries, performance, escalation and production rates

Moderator: Howard Millar, CEO Sirius Aviation Capital Holdings, Director – Ryanair , Viva Latinamerica & ASL Airlines

Panel: Darren Hulst, Senior Managing Director, Boeing Commercial Marketing / Rom Chambard, VP Marketing – Products and Services, Civil Aerospace, Rolls Royce / Rodrigo Silva e Souza, VP Marketing, Embraer Commercial Aviation / Paul Meijers, EVP Leasing, Customer Finance & Asset Management, Airbus / Zuzana HRNKOVA, Vice President Marketing, ATR

Live Q&A at 16:56 GMT


17:15 | KPMG Global Leasing Market Outlook

The annual data and survey from KPMG Ireland

Joe O’Mara, Partner & head of Aviation, KPMG




 

Airline Economics School
of Aviation Finance & Leasing

Sponsored by:

 

Thursday 21st January 2021

 

09:50 – 09:55 | OPENING REMARKS


09:55 – 10:46 | Structuring investments in Aviation Finance – considering the key tax drivers of aviation investment structures for platforms and investors

Eamonn Smith, Director, KPMG & Conor McElhinney, Associate Director, KPMG

Live Q&A at 10:46 GMT


10:55 – 12:03 | A Great Time to Build an Aircraft Investment Platform

Tasos Michael, CEO, Inception Aviation Holdings Limited

Live Q&A at 12:03 GMT


12:13 – 12:57 | Different risk profiles and risk management between airlines and lessors financing from the lenders’ perspective

Mi Zhou, VP – Aviation, MUFG

Live Q&A at 12:57 GMT


14:00 – 14:32 | Key VAT and Customs considerations in aviation

Glenn Reynold, Partner, KPMG & Richard Crowley, Principal, KPMG

Live Q&A at 14:32 GMT


14:40 – 15:09 | Airline restructurings: a comparative review

Dominic Pearson, Partner, Watson Farley & Williams

Live Q&A at 15:09 GMT


15:20 – 16:20 | Values Masterclass

Phil Seymour, President and Head of Advisory, IBA

Live Q&A at 16:20 GMT


16:30 – 17:02 | Capital Raise & Credit & Risk Management

Vahan Callan, Managing Director, DelMorgan & Co.

Live Q&A at 17:02 GMT


Conference End.




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