DELEGATE REGISTRATION
FULL ANNUAL MEMBER
AIRLINE STAFF RECEIVE FREE ANNUAL MEMBERSHIP – CONTACT TED@AVIATIONNEWS-ONLINE.COM
15-18 January 2023 | The Shelbourne Hotel, Dublin, Ireland
Schedule
Sunday 15th January 2023
Registration from 13:00 – Shelbourne Hotel
12:00 | Engine Lease Finance welcome bar from 12 noon
Sponsored by:
18:00 | Reception Event
Sponsored by:
19:30 | Aviation Club of the UK – International Dinner with Special Guest Speaker
Sponsored by:
Monday 16th January
08:45 | Opening of conference – Chairman Opening Remarks
09:00 | Global Market Overview
Rob Morris, Global Head of Consultancy, Ascend by CIRIUM
09:40 | AWG work on recent events: ESG and Russia
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
10:30 | Keynote fireside chat
Steven Udvar-Hazy, Executive Chairman, Air Lease Corporation
11:05 | Global Leasing Industry Survey
Kieran O’Brien, Partner, Head of Aviation Advisory, KPMG
11:45 | Leasing CEO Panel
Moderator: Duncan Batchelor, Partner, Norton Rose Fulbright
Panel: James Meyler, CEO, Orix Aviation / Kieran Corr, Global Head, Aviation Finance and CEO, Ireland, Standard Chartered / Firoz Tarapore, CEO, DAE / John Plueger, CEO, Air Lease Corporation / Andy Cronin, CEO, Avolon
12:40 | Fireside Chat
Thomas Baker, CEO, Aviation Capital Group
13:05 | Lunch
Sponsored by:
14:00 | Air Freight / Cargo Panel
Moderator: Yves Germeaux, ATOZ
Panel: Christian Mailly, Managing Director, DS Aviation / Jason Barany, Chief Executive Officer & CIO, ACS Aero Management
15:00 | AerCap CEO Q&A
Aengus Kelly, CEO & Executive Director, AerCap Holdings
15:35 | Airline CFO/Treasurer panel
Panel: Nirmal Govindadas, Senior Vice President – Corporate Treasury, Emirates Airlines / Meghan Montana, Vice President, Treasurer, American Airlines / Nat Pieper, Senior Vice President – Fleet, Finance and Alliances and Treasurer, Alaska Air Group / Pam Hendry, Vice President and Treasurer, United Airlines / Riyaz PeerMohamed, Chief Aircraft Acquisition and Financing Officer, IndiGo / Christine Rovelli, SVP Strategy and Fleet, Finnair
16:20 | Fireside Chat
Ted O’Byrne, AviLease
16:50 | Leasing & Asset Manager Panel
Moderator: Matthew Leigh, Partner, Smith Gambrell & Russell
Panel: Paul O’Dwyer, COO, ORIX Aviation / Marc Iarchy, Partner, WorldStar / David Ellis, Head of Asset Transaction Group, GA Telesis
17:30 | Lessor Finance & Investment Panel
Panel: Greg Willis, Executive Vice President and Chief Financial Officer, Air Lease Corporation / Lourens Geldenhuys, Chief Financial Officer, Stratos / Marie-Louise Kelly, Chief Financial Officer, ORIX Aviation
18:25 | End of day one – chairman’s closing remarks
18:25 | Pre-Awards drinks at the Engine Lease Finance Bar
Sponsored by:
19:30 | Aviation 100 Global Leaders Awards
The RDS
Sponsored by:
After award drinks
ELFC Bar
Sponsored by:
TUESDAY 17th January
08:50 | Opening of conference day 2 – Chairman Opening Remarks
08:45 | Supported Finance Panel Part One – Europe
Moderator: John Meakin, J.P. Morgan Europe Limited, Managing Director – Export Finance, JP Morgan
Panel: Berthold Reuter, Senior Advisor Transportation, Euler Hermes Aktiengesellschaft Exportkreditgarantien der Bundesrepublik Deutschland
09:25 | Supported Finance Panel Part Two – Americas
Moderator: John Meakin, J.P. Morgan Europe Limited, Managing Director – Export Finance, JP Morgan
Panel: David Fiore, VP Transportation, Export-Import Bank of the United States (EXIM) / Bob Morin, Managing Director, Transaction and Business Development Leader, Aircraft Finance Insurance Consortium, Marsh USA Inc
10:05 | Keynote
Paddy Lowe FREng, Founder and CEO, Zero® Petroleum
10:35 | Banking Panel
Moderator: Jose Abramovici, Global Head of Asset Finance Group, Credit Agricole Corporate Investment Bank
Panel: Michael Fox, Managing Director, Goldman Sachs / Arnaud Fiscel, Head of Transportation, Corporate Banking Department, Bank of China (UK) Limited / Jörg Schirrmacher, Head of Transport FinanceTransport Finance, Helaba Landesbank Hessen-Thüringen / Joseph Shanahan, Managing Director, Citi / Kinnary Armstrong Executive Director – Securitized Lending, Mizuho
11:20 | Lessor CEO Panel
Moderator: Killian Croke, Partner, KPMG
Panel: Timothy R. Myers, President, Boeing Capital Corporation / Mike Inglese, CEO, Aircastle Advisor LLC /Stephen Hannahs, CEO, Wings Capital Partners / Mike Poon, CEO, CALC / Marc Iarchy, Partner, WorldStar
12:10 | Capital Markets Panel
Moderator: Mark S. Streeter, CFA | Managing Director, REIT, Airline/EETC, Aircraft Leasing, Rail, Parcel, Freight, Shipping, Transportation HG/HY Coverage | North America Credit Research, J.P. Morgan
Panel: Timothy R. Myers, President, Boeing Capital Corporation / Mike Inglese, CEO, Aircastle Advisor LLC /Stephen Hannahs, CEO, Wings Capital Partners / Mike Poon, CEO, CALC / Marc Iarchy, Partner, WorldStar
13:05 | Lunch
Sponsored by:
14:00 | Engine Investment, management and leasing
Panel: Bobby Janagan, Managing Director, Rolls Royce & Partners Finance / Patrick Biebel, Managing Director, MTU Lease Service / Roger Welaratne, CEO, SMBC Aero Engine Lease / Patrick Biebel, Managing Director, MTU Lease Service / Julie Dickerson, CEO, Shannon Engine Support – SES
14:40 | Manufacturer Panel
Moderator: Max Kingsley-Jones, Senior Consultant, Ascend by Cirium
Panel: Mark Dunnachie, Head of Commercial Europe & North America, ATR
15:25 | ABS Panel
Moderator: John McInerney, Managing Director, PAFS Ireland Ltd
Panel: Xavier Auge Executive Director, Structured Credit Group, Mizuho Americas / Matt Hedigan, Partner, Walkers / David Evans, Managing Director, North America, Pivotal Corporate / Marjan Riggi SMD, Global Head of Transportation and Commercial Finance KBRA Inc.
16:05 | Fireside Chat
Robert Korn, CEO Carlyle Aviation Partners in conversation with James Kelly, Partner, KPMG
16:30 | Low Cost Airline Panel
Panel: Chris Monroe, Senior Vice President Finance and Treasurer, Southwest Airlines / Dave Davis, CFO, Sun Country Airlines / Thora Eggertsdottir, CFO, PLAY airlines
17:10 | Aviation sidecars / Structured equity investments
18:00 | Chairman’s closing remarks
18:45 to 04:00 | Pre & Post Gala Dinner Drinks
The Engine Lease Finance Bars
Sponsored by:
19:30 | The Gala Dinner
Supported and sponsored by:
Tuesday 17th January
Airline Economics ESG & Future Technology Stage
Sponsored by:
09:20 | ESG, climate change and the potential impact on aircraft lessors
10:35 | Climate-Aligned Finance Framework To Support Decarbonization in Aviation
11:20 | Fuel Hedging ESG & SAF
11:55 | ESG Rating Agency Panel
12:45 | Lunch
14:10 | Banking & Capital markets and ESG
15:00 | SPV talk
CLOSING REMARKS
WEDNESDAY 18th January
08:00 | Registration Open/Morning refreshments
08:50 | Opening of conference – Chairman Opening Remarks
08:55 | ESG Panel
Panel: Shane O’Reilly, Director, KPMG Sustainable Futures / Michael Rurik Halaby, Managing Director – Head of Aviation Advisory, MUFG / Barry Moss, Vice Chair, PACE (Platform for Analysing Carbon Emissions)9
09:45 | Lessor Rating Panel
Moderator: Betsy R Snyder, CFA, Director, S&P Global Ratings
Panel: Johann Juan, Senior Director, Fitch Ratings, Inc / Marjan Riggi SMD, Global Head of Transportation and Commercial Finance KBRA Inc.
10:15 | Global Inflationary Pressures and the impact of the same on airlines and lessors
10:55 | Airline Rating Panel
Moderator: Betsy R Snyder, CFA, Director, S&P Global Ratings
Panel: Marjan Riggi SMD, Global Head of Transportation and Commercial Finance KBRA Inc.
11:30 | Leasing & Asset Manager Panel
Moderator: Gary Fitzgerald, CEO, Stratos
Panel: Mark Lapidus, CEO, Amedeo / Rupert Leggett, Chief Commercial Officer, FPG Amentum / David Power, Executive Chairman – Aergo Structured Products
12:15 | Regional Aircraft Specialist Leasing, Trading & finance Panel
Panel: Guillaume Huertas Head of Leasing & Asset, ATR / Anne-Bart Tieleman, CEO, TrueNoord / Mark Hughes – Chief Commercial Officer at Falko
13:00 | Lunch
Sponsored by:
14:00 | Investing in, trading and leasing mid-life and late life Aircraft & Engines
Panel: Alex Vella, COO, Magnetic Leasing / Bill Cumberlidge, Managing Director, Centrus Aviation Capital Ltd
14:55 | SAF Panel
15:40 | Aircraft leasing – Lease rates & Valuations
The ranges of lease rates – achieved and valued, whether the risk is fully priced, the developments in the new SLB LRFs v spec placements.
Moderator: Olga Razzhivina, Senior ISTAT Appraiser, Oriel
Panel: Gueric Dechavanne, Vice President, Collateral Verifications / Mike Yeomans, Head of Valuations, IBA Group
16:25 | Intangible Assets
Moderator: Anne Agnew Correa, Senior Vice President | Airline & Airport Services, Morten Beyer & Agnew – mba Aviation
Panel: Richard Hakes, Partner, ReedSmith / Pooja Gardemal, BK Associates / Marjan Riggi SMD, Global Head of Transportation and Commercial Finance KBRA Inc.
17:05 | Airline Restructuring
17:50 | 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:
Wednesday 18th January
Airline Economics Aviation Finance & leasing School – Dublin
Sponsored by:
09:10 | EETCs: what Happens When the Unsinkable Structure Leaks
09:45 | Aviation Financing and Leasing Structures – Potential Challenges and Solutions
10:25 | Transitioning Assets in Good Times…and Bad
11:00 | VV AVIATION
11:35 | Dynamics of the Spare Engine Leasing Market
12:20 | Global tax changes and their impact on aviation finance
13:00 | LUNCH
14:00 | LIBOR transition
14:40 | Daily AVM driven values, how it works and what happened to values over Covid
15:00 | SPV talk
Zeudi Hinds, Assistant Manager, Strategic Business Development & Marketing, CONYERS DILL & PEARMAN LIMITED
15:20 | Restructuring: An Overview in the Aviation Context
16:00 | The impact of inflation / rising interest rates on asset values
16:35 | Loan portfolio trading
17:00 | CLOSING REMARKS
