VIRTUAL DELEGATE
1 x full delegate place to Airline Economics VIRTUAL Growth Frontiers Conference
Live access to all sessions
Archive access to recorded event files
£395.00
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
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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.
