ANNUAL MEMBERSHIP

DELEGATE BOOKING

AIRLINE BOOKING

19th-22nd January 2020 | The Shelbourne Hotel, Dublin

Schedule

19th – 22nd January 2020 | Shelbourne Hotel, Dublin, Ireland




SUNDAY 19th JANUARY 2020

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

Sponsored by:

sponsor-elf


7pm | Reception Event The Shelbourne Hotel main ballroom

Sponsored by:

sponsor-carlyle




MONDAY 20th JANUARY 2020 – Main Stage Ground Floor

08:00 | Registration Open/Morning refreshments


08:50 | Opening of conference – Chairman Opening Remarks


08:55 | 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 2020?

Rob Morris, Global Head of Consultancy, Flight Ascend Consultancy


09:35 | Economic Sanctions Developments and Disruptions for the Airline Sector

Moderator:
Cari Stinebower, Partner, Winston & Strawn


10:40 | Keynote Address

Steven Udvar-Hazy, Executive Chairman, Air Lease Corporation


11:15 | Global Leasing Industry Leaders Survey

Killian Croke, Partner, KPMG


11:30 | LIBOR transition: Navigating uncertainty


12:10 | Leasing CEO Panel 1

Moderator:
Duncan Batchelor, Partner, Norton Rose Fulbright

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

/ Khanh T. Tran, CEO, Aviation Capital Group


13:00 | Lunch

Sponsored by:

sponsor-carlyle


14:00 | Cape Town Convention: Material Developments and Launch of Compliance Index

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

Panel: Francois Collet, Airbus / John Ludden, Executive Vice President and General Counsel, GECAS


14:40 | AerCap Q&A

Aengus Kelly, CEO & Executive Director, AerCap Holdings


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 2020, 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: Jahnavi Ramachandran, Partner, Aviation Finance practice, Herbert Smith Freehills

Panel: Ted North, Managing Director, Corporate Finance, United Airlines / Meghan Montana, Managing Director & Assistant Treasurer, American Airlines


15:50 | 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

/ Justine Fisher, Goldman Sachs Commodities Research


16:30 | New and Midlife (Overall) aircraft market dynamics

Technical issues in the market and what their downline value and industry effects are: New aircraft deliveries, from 787 through to A320Neo and 737Max are suffering from delays and AOG events due to problems with new technology – What is this in turn doing to mid-life aircraft values and lease extension prospects and what if oil prices rise? Can airlines withstand these problems, is this beneficial to lessors?  Are airlines becoming upset when aircraft on lease change hands through sale / sale through ABS etc? Will Emirates and Etihad aircraft coming onto the market have a dramatic effect?

Moderator: Gary Fitzgerald, CEO, Stratos

Panel: David Tokoph, Morten Beyer & Agnew – MBA / Will McCallum, Managing Director, Aviation Finance, Standard Chartered Bank / Paul O’Dwyer, Chief Commercial Officer, ORIX Aviation / Ted O’Byrne, Managing Director and Co-Head of Aviation, Carlyle Aviation Partners

/ Russ Hubbard, Director – Aircraft Remarketing, Air Partner


17:15 | Engine Investment, management and leasing

Moderator:
Joseph, O’Brien, Chief Commercial Officer & Deputy CEO, Engine Lease Finance

Panel: David Ellis, Senior Vice President and Head of Acquisitions – Asset Transaction Group, GA Telesis / Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited / Dan Coulcher, SVP & Chief Commercial Officer, Willis Lease Finance Corporation / Andrea Luebke, Managing Director, MTU Maintenance Lease Services B.V. / Roger Welaratne, Senior Vice President & Manager, Engine Leasing Marketing, GE Capital Aviation Services / Tony (Toshinori) Kondo, Vice President, Sales & Marketing, Head of Trading, SMBC Aero Engine Lease BV


18:10 | End of day one – chairman’s closing remarks


17:00 | Connect Dublin drinks – The Horseshoe Bar, Shelbourne Hotel main foyer

sponsor-iawa


18:10 | Pre-Awards drinks at the Engine Lease Finance Bar – Open Networking to all

Sponsored by:

sponsor-elf


19:00 | Aviation 100 Global Leaders Awards

Sponsored by:

sponsor-kpmg

sponsor-orix


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

Sponsored by:

sponsor-elf




TUESDAY 21st JANUARY 2020 – Main Stage Ground Floor

08:00 | Registration Open/Morning Refreshments


08:45 | Opening of conference day 2 – Chairman Opening Remarks


08:55 | 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 2020 and beyond.

Panel: Colleen Lalonde, Global Accounts Director – Transportation Group, Export Development Canada / Eric Agote, Head of Unit – Airbus Unconditional Guarantee, Export Insurance – Key Account, BPIFRANCE / / Marcio Nobre Migon, Head of Department, Aircraft Financing – Export Credit Division, Banco Naciaonal de Desenvolvimento-Economico se Social (BNDES) / Bob Roy, Managing Director, Aircraft Financing Solutions Group, Aviation Capital Group / Christin LODBERG, VP Customer Finance – Airbus oration


09:35 | 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.

Panel: Bob Morin, Managing Director, Transaction and Business Development Leader, Aircraft Finance Insurance Consortium, Marsh USA Inc / Daniel C Da Silva, Vice President, Strategic Regulatory Policy, Boeing Capital Corporation / Cristina Morelli, Managing Director, Head of Export Finance, SACE SpA / David R. Fiore, Vice President, Transportation Division, Export-Import Bank of the United States


10:15 | Leasing & Asset Manager Panel

Moderator: Phil Seymour, CEO, IBA

Panel:
Mark Lapidus, CEO, Amedeo / Patrick den Elzen, Managing Director, Arena Aviation Capital / Steven T. Gaal, Managing Partner & Co-Founder, SkyWorks Holdings, LLC / Ali Ben Lmadani, CEO, ABL Aviation / Martin Bouzaima, CEO, FPG Amentum


11:00 | 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:
Winston Yin, Head – Aviation Finance EMEA, The Korea Development Bank / Joerg Schirrmacher, Head of Transportation Finance, Helaba Landesbank Hessen-Thüringen / Michael Fox, Managing Director, Goldman Sachs /  Rikan MIURA, Head of Global Aviation Team, Deputy General Manager, Corporate Finance Department, Division Ⅳ Development Bank of Japan Inc / Arnaud Fiscel, Head of Transportation, Corporate Banking Department, Bank of China (UK) Limited


11:40 | Lessor CEO Panel 2

Moderator: Tom Woods, Partner, KPMG

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


12:20 | Capital Markets Panel

Moderator: Patrick Käufer, Managing Director, 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)  


13:00 | Lunch

Sponsored by:

sponsor-carlyle


14:00 | ABS Panel

Moderator:
Stuart Rubin, Vice President, ICF

Panel:
Matthew Little, Castlelake / Daniel W. Stone, Executive Vice President, Dubai Aerospace Enterprise / Marc S. Iarchy, Director, World Star Aviation / David Evans, Managing Director, North America, Canyon CTS / Scott Debano, Citi Group / Carl Anderson, Managing Director, BofA Merrill Lynch


14:45 | 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.

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


15:25 | 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 2020. They will also set out their financing strategies to fund deliveries in the year ahead and what is affecting their decision making process.

Moderator:
Helane Becker, Managing Director, Cowen

Panel: Scott Haralson, Chief Financial Officer, Spirit Airlines, Inc. / Chris Monroe, Senior Vice President Finance and Treasurer, Southwest Airlines / Jude Bricker, President & CEO, Sun Country Airlines


16:15 | Investing in, trading and leasing mid-life and late life Aircraft & Engines

Moderator: Robert Korn, President, Carlyle Aviation Partners

Panel:
Marc S. Iarchy, Director, World Star Aviation / Bradley Smith, Kahala Capital / Andrea Luebke, Managing Director, MTU Maintenance Lease Services B.V. / Bobby Janagan, General Manager, Rolls-Royce & Partners Finance Limited / Tom Barrett, CEO, Engine Lease Finance


17:10 | Airline Rating & Credit panel

Airline credit risk and the impact on lessors

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

Panel: Marjan Riggi, Managing Director, Kroll Bond Rating / Craig Fraser, Managing Director, Fitch Ratings / Jonathan Root, Senior Vice President, Moody’s Investor Service / Helene Spro Johansen, Associate Director Project Finance Ratings, Scope Ratings GmbH / Anne Correa, Director of Airline & Airport Services, Morten Beyer & Agnew – MBA


17:50 | Chairman’s closing remarks


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

sponsor-elf


19:30 | Charity Gala Dinner

The Shelbourne Hotel Ballroom

Supported and sponsored by:

sponsor-elf




WEDNESDAY 22nd JANUARY 2020 – Main Stage Ground Floor

08:00 | Registration Open/Morning refreshments


08:45 | Opening of conference – Chairman Opening Remarks


08:55 | 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?

Moderator: John Wikoff, FPG-AIM

Panel: Greg Willis, Senior Vice President and Chief Financial Officer, Air Lease Corporation / Marie-Louise Kelly, CFO, Orix Aviation / Mark Streeter, Managing Director, J P Morgan / David Walton, COO, BOC Aviation / Jennifer Creevey, CFO, DAE Capital


09:35 | 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: Anne Correa, Director of Airline & Airport Services, Morten Beyer & Agnew – MBA

Panel: Joseph W. O’Brien, Chief Commercial Officer, Engine Lease Finance /  Ted North, Managing Director, Corporate Finance, United Airlines / Anne Correa, Morten Byer & Agnew (MBA)


10:10 | GATS update

Jeffrey Wool, Secretary General, Aviation Working Group


11:25 | Keynote

Flourishing in the Midlife market.

Karl Griffin, Chief Executive Officer, Genesis Aircraft Services


11:45 | 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. / Robert T. Convey, Senior Vice President – Sales & Marketing, Aeronautical Engineers, Inc. / Paul Nolan, Fleet Development Director, Volga-Dnepr Group


12:20 | Aviation investment panel

Institutional investors are slowly entering on the equity side; yet they bring patient capital at competitive pricing.

Moderator: Michael Lee, FPG Amentum

Panel: Kliton Duri, Managing Director, Corporate Credit Research, PPM America / David Andrews, Hudson Structured Capital Management / Richard Hakes, Partner, Reed Smith

/ Mark Rogers, floreat / Susan Donofrio, Senior Equity Research Analyst, US Aviation and Aircraft Leasing, Commodities & Global Markets, Macquarie Capital (USA) Inc.


13:00 | Lunch

Sponsored by:

sponsor-carlyle


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

The growing footprint of regional aircraft leasing specialisation

Panel: Søren M. Overgaard, CEO, Nordic Aviation Capital / Anne-Bart Tieleman, CEO, TrueNoord / Philippe Poutissou, Elix Head of Strategy and Marketing, Elix Aviation Capital / Ross Mitchell, Vice President, Commercial Operations, Bombardier Commercial Aircraft


14:40 | 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 / Victor Vieira, Embraer Commercial Aviation / Mark Dunnachie, Head of Commercial EMEA & Russia, ATR / Ross Mitchell, Vice President – Business Acquisition, Bombardier Commercial Aircraft


15:35 | Aircraft Appraisal & Valuations

Moderator: Olga Razzhivina, Oriel

Panel: Gueric Dechavanne, Vice President, Collateral Verifications / George Dimitroff Ascend by CIRIUM / Mike Yeomans, Head of Valuations, IBA Group / Lindsey Webster, our VP of Valuations, MBA


16:20 | Helicopter Panel

Moderator: Owen Geach, Commercial Director, IBA Group

Panel: Michael Platt, Chief Executive Officer, Lease Corporation International / Giovanni Piccione Vice President Helicopters & Associate, Sparfell & Partners

/ Russell Christopher, Thora Capital


17:00 | TBC


18:00 | End of conference – chairman’s closing remarks and acknowledgements


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

Sponsored by:

sponsor-elf




Wednesday 22nd January 2020

6th Annual Airline Economics Aviation Finance & Leasing School – Dublin

The Shelbourne Hotel, 1st Floor

Sponsored by:

sponsor-kpmg

Chairman: Eamonn Smith, Associate Director, KPMG


09:15 | Economic outlook and the outlook for the aviation sector

Lindsey Webster, Morten Beyer & Agnew – MBA


10:00 | Customs issues impacting the aviation sector

Glenn Reynolds, Partner, KPMG


10:30 | Risks in Aircraft Financing and Leasing    

Jasmine Ball, Partner, Debevoise & Plimpton LLP


11:10 | Break


11:25 | TBC

Caroline Joyce, Senior Associate, HSF


12:10 | ABS structures and related tax issues

Eamonn Smith, Associate Director, KPMG


13:00 | Lunch


14:00 | What makes an investable aircraft and it’s characteristics and impacts

Tasos Michael, CEO, Inception Aviation Holdings Limited


14:40 | Capital Raise & Credit & Risk Management

Vahan Callan, Managing Director, DelMorgan & Co.


14:45 | Aircraft Leasing Deal Management and Lease Management Software


15:30 | Break


15:45 | Term sheets and letters of intent for aircraft transactions – a masterclass on getting the key points right


16:30 | Transfer Pricing


17:00 | Recent customs developments impacting aviation and the potential impact of Brexit


17:15 | TBC


18:00 | Closing Remarks

Eamonn Smith, Associate Director, KPMG




For more information and bookings contact:
philipt@aviationnews-online.com
or call +44 (0) 1782 619888