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Schedule

SUNDAY 9th MAY 2021

12:00 until late | Engine Lease Finance welcome bar The Horseshoe Bar, Shelbourne Hotel from 12 noon

Sponsored by:

7pm | Reception Event The Shelbourne Hotel main ballroom

Sponsored by:

MONDAY 10th MAY 2021 – Main Stage Ground Floor

08:00 | Registration Open/Morning refreshments

08:50 | Opening of conference – Chairman Opening Remarks

08:55 | 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.

Mike Corley, Mercatus Energy Advisors / Justine Fisher, Goldman Sachs Commodities Research

09:30 | 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?

Rob Morris, Global Head of Consultancy, Ascend by CIRIUM

10:15 | Global Leasing Industry Survey

Kieran O’Brien, Partner, KPMG

10:50 | Keynote

Steven Udvar-Hazy, Executive Chairman, Air Lease Corporation

11:25 | New and Midlife (Overall) aircraft market dynamics

Moderator:
Gary Fitzgerald, CEO, Stratos

Panel:
Paul O’Dwyer, Chief Commercial Officer, ORIX Aviation / Ted O’Byrne, Managing Director and Co-Head of Aviation, Carlyle Aviation Partners / Tony Whitty, Managing Director, Air Partner / Steven Udvar-Hazy, Senior Vice President, Aviation Capital Group / Karl Brünjes, Chief Operating Officer, Ardavon Ltd

12:10 | Leasing CEO Panel

Moderator:
Duncan Batchelor, Partner, Norton Rose Fulbright

Panel:
James Meyler, CEO, Orix Aviation / Firoz Tarapore, CEO, DAE / John Plueger, CEO, Air Lease Corporation

13:00 | Lunch

Sponsored by:

14:00 | Sustainability of Aviation – how to get there?

Moderator:
Jan Melgaard, FPG Amentum

14:45 | AerCap CEO Q&A

Aengus Kelly, CEO & Executive Director, AerCap Holdings With Joe O’Mara, Head of Aviation Finance & Leasing, KPMG

15:10 | 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.

Panel:
Meghan Montana, Managing Director & Assistant Treasurer, American Airlines / Christine Rovelli, Vice President – Group Treasurer & Head of M&A, Finnair / Ursula Hurley, Treasurer, JetBlue Airways / Renato Salomone, Treasurer, TAP Air Portugal

15:55 | AWG global update

C-19, airline restructurings, legal stability, ESG, return-to-service, GATS, and export credit.

Moderator:
Jeffrey Wool, Secretary General, Aviation Working Group (AWG)

Panel:
Francois Collet, Airbus / Daniel C. da Silva, Vice President, Strategic Regulatory Policy, Boeing Capital Corporation / John Ludden, Executive Vice President and General Counsel, GECAS

16:40 | Engine Investment, management and leasing

Panel:
Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited / Dan Coulcher, SVP & Chief Commercial Officer EMEA, Willis Lease Finance Corporation / Andrea Luebke, Managing Director, MTU Maintenance Lease Services B.V. / Craig from AerSale

17:30 | End of day one – chairman’s closing remarks

17:30 | Pre-Awards drinks at the Engine Lease Finance Bar – Open Networking to all

Sponsored by:

19:00 | Aviation 100 Global Leaders Awards

Sponsored by:

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

Sponsored by:

TUESDAY 11th MAY 2021 – Main stage, Ground Floor

08:00 | Registration Open/Morning Refreshments

08:25 | Opening of conference day 2 – Chairman Opening Remarks

08:30 | Supported Finance Panel 1

ECAs, MFRs and the private sector – Is their support increasing across the globe? Where would some companies be without them, and what are the ECAs and private companies looking to support in 2021 and beyond.

Moderator:
John Meakin, J.P. Morgan Europe Limited, Managing Director – Export Finance, JP Morgan

Panel:
Colleen Lalonde, Global Accounts Director – Transportation Group, Export Development Canada / Jonathan Dufeu, Credit Specialties, Global Balthazar Finance Leader, Deputy Head – Political Risks, Structured Credit & Surety, Marsh JLT Specialty / Thomas Kolberg, Aircraft – Head of Department, Euler Hermes Aktiengesellschaft Exportkreditgarantien der Bundesrepublik Deutschland/ Daniel C Da Silva, Vice President, Strategic Regulatory Policy, Boeing Capital Corporation

09:15 | Supported Finance Panel 2

ECAs, MFRs and the private sector – Is their support increasing across the globe? Where would some companies be without them, and what are the ECAs and private companies looking to support in 2020 and beyond.

Moderator:
John Meakin, J.P. Morgan Europe Limited, Managing Director – Export Finance, JP Morgan

Panel:
Bob Morin, Managing Director, Transaction and Business Development Leader, Aircraft Finance Insurance Consortium, Marsh USA Inc / Pat Cauthery, UK Export Finance

10:00 | Leasing & Asset Manager Panel

Panel: Patrick den Elzen, Managing Director, Arena Aviation Capital / Steven T. Gaal, Managing Partner & Co-Founder, SkyWorks Holdings, LLC / Ali Lmadani, CEO, ABL Aviation / Martin Bouzaima, CEO, FPG Amentum / Christian Mailly, Managing Director, Dr Peters Group / Enda Clarke (Head of Technical), CCB Leasing

10:40 | Banking Panel

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

11:30 | Lessor CEO Panel 2

Moderator:
Killian Croke, Partner, KPMG

Panel:
Mike Inglese, CEO, Aircastle Advisor LLC / Stephen Hannahs, CEO, Wings Capital Partners / Hani Kuzbari, CFA, Managing Director, Novus Aviation Capital

12:15 | Capital Markets Panel

Moderator:
Rafael Kuhn, Director, Head of Aviation Capital Markets, Deutsche Bank

Panel:
Matt Simonetti, Director, Citi / Mark Streeter, Managing Director, Head of Aviation Credit Research, JP Morgan / Leo J. Burrell, Managing Director Securitization, Credit Agricole Securities (USA) / Olivier Trauchessec, Managing Director, Aviation Finance, MUFG

13:00 | Lunch

Sponsored by:

14:00 | ABS Panel

Moderator:
Dominic Pearson, Watson Farley & Williams LLP

Panel:
Scott Debano, Citi Group / Carl Anderson, Managing Director, BofA Merrill Lynch / Keith Allman, Head of US Esoteric ABS, MUFG / Robert Sheldon, Managing Director, Global Head Aircraft ABS – Structured Credit, Deutsche Bank Securities Inc

15:00 | TBC

Greg Conlon, President & CEO, GECAS

15:25 | Lessor Rating Panel

Leading lessors are quizzed on their financing strategies and secured Vs unsecured capital markets and the effects that a rating can have.

Moderator:
Betsy R Snyder, CFA, Director, S&P Global Ratings

Panel:
Mark Wasden, Senior Analyst, Moody’s Investors Service / Johann Juan, Director, Fitch Ratings, Inc / Marjan Riggi, Managing Director, Kroll Bond Ratings / David Laterza, Senior Vice President, Head of US Non-Bank FIG – Global Financial Institutions Group, DBRS

16:05 | Low Cost Airline Panel

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 2021. They will also set out their financing strategies to fund deliveries in the year ahead and what is affecting their decision-making process.

Moderator:
Karl Brünjes, Chief Operating Officer, Ardavon Ltd

Panel:
Scott Haralson, Chief Financial Officer, Spirit Airlines, Inc. / Robert Neal, Treasurer, VP – Fleet & Corporate Finance, Allegiant Travel Company

16:50 | Investing in, trading and leasing mid-life and late life Aircraft & Engines

Panel:
Marc S. Iarchy, Director, World Star Aviation / Bradley Smith, Managing Director, Kahala Capital / Bill Cumberlidge, Managing Director, Centrus Aviation Capital Ltd

17:40 | TBC

18:20 | Chairman’s closing remarks

18:45 Until
very late | Pre & Post Gala Dinner Drinks The Engine Lease Finance Bar Sponsored by:

19:45 | The Gala Dinner The Shelbourne Hotel Ballroom Supported and sponsored by:

WEDNESDAY 12th MAY 2021

08:00 | Registration Open/Morning refreshments

08:55 | Opening of conference – Chairman Opening Remarks

09:00 | Lessor Finance & Investment Panel

Capital markets products are increasingly being combined with various equity products – effectively taking over from the banks – Is this the future?

Panel:
Greg Willis, Executive Vice President & CFO, Air Lease Corporation / Mark Streeter, Managing Director, J P Morgan / Jennifer Creevey, CFO, DAE Capital / Roy Chandran, Executive Vice President – Finance & Strategy, Aircastle Ltd

09:45 | Intangible Assets

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

Moderator:
Philip Baggaley, Managing Director, S&P Global Ratings

Panel:
Marjan Riggi, Managing Director, Kroll Bond Rating / Helene Spro Johansen, Associate Director Project Finance Ratings, Scope Ratings GmbH / Jonathan Root, CFA, Senior Vice President, Airlines, Aerospace & Defense, Package Delivery, Moody’s Investors Service

10:25 | ESG Panel – Investing in aviation – Investor requirements and demands

• Are investors exerting pressure to have those they invest in become as carbon neutral as possible – Will they demand this in future
• What action can airlines/Operators and lessors take.

Olivier Brochet, Aerospace & Defence analyst – Europe, Credit Suisse

11:05 | Freighter & Cargo Airline Panel

Financing, leasing 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 / Maxim Straus, Executive Vice-President & CFO, Cargolux Airlines International S.A.  / Alistair Dibisceglia, Chief Leasing and Trading Officer, Vallair

11:45 | Lessor technical management

Moderator:
Marc Wilson, MBA

Panel:
Enda Clarke (Head of Technical), CCB Leasing / Andreas Göricke, CTO, Aergo Aviation Capital

12:15 | Aviation investment panel

Moderator:
Ryan McKenna, CEO, Griffin Global Asset Management

Panel:
David Andrews, Hudson Structured Capital Management / Mark Rogers, Managing Director-Aviation Capital, Floreat Aviation Capital

13:00 | Lunch

Sponsored by:

14:00 | Regional Aircraft Specialist Leasing, Trading & finance panel

The growing footprint of regional aircraft leasing specialisation.

Panel:
Patrick de Castelbajac, Chief Executive Officer, Nordic Aviation Capital (NAC) / Anne-Bart Tieleman, CEO, TrueNoord / Steven Ridolfi, President, Chorus Aviation Capital Corp. / Kathleen Steven, Director Structured Finance, De Havilland Canada

14:55 | Manufacturer output debate

New aircraft deliveries and performance, escalation and production.

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

Panel:
Darren Hulst, Senior Managing Director, Boeing Commercial Marketing/ Mark Dunnachie, Head of Commercial EMEA & Russia, ATR / Rom Chambard, VP Marketing – Products and Services, Civil Aerospace, Rolls Royce / Rodrigo Silva e Souza, VP Marketing, Embraer Commercial Aviation / Bob Lange FRAeS, Senior Vice President, Head of Business Analysis and Market Forecast, AIRBUS

15:45 | Aircraft Appraisal & Valuations

Panel:
Gueric Dechavanne, Vice President, Collateral Verifications / Mike Yeomans, Head of Valuations, IBA Group / Paul Leighton, The Aircraft Value Analysis Company Ltd. (AVAC)

16:30 | Helicopter Panel

17:25 | Chairman’s closing remarks

Until very late | Drinks at the Engine Lease Finance Bar – Open Networking to all Sponsored by:

Wednesday 12th MAY 2021

7th Annual Airline Economics Aviation Finance & leasing School – Dublin |
Shelbourne Hotel – 1st floor Sponsored by:

09:15-10:00 | Economic outlook and the outlook for the aviation sector

10:00-10:30 | Customs issues impacting the aviation sector

10:30-11:10 | TBC

Jasmine Ball, Partner, Debevoise & Plimpton LLP

11:10-11:25 | Break

11:25-12:10 | Discontinuation of LIBOR: is it the next Y2K?

12:10-12:55 | ABS structures and related tax issues

12:55-14:00 | Lunch

14:00-14:40 | A Great Time to Build an Aircraft Investment Platform

Tasos Michael, CEO, Inception Aviation Holdings Limited

14:40-15:15 | Capital Raise & Credit & Risk Management

Vahan Callan, Managing Director, DelMorgan & Co.

15:15-15:50 | TBC

Ashleigh Standen, Associate, ReedSmith

15:50-16:30 | Aircraft Repossessions

Dominic Pearson, Counsel, Watson Farley & Williams LLP

16:30 | Closing remarks