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26-27 October 2022 | 3West Club, New York, USA

Schedule

26th October 2022

08:55 | Chairman introduction
James Kelly, Partner, KPMG

09:00 | Commercial Aviation finance Industry Review
Equity investment dynamics / Debt funding channels / Capital Markets
John Mowry, Managing Director, Alton Aviation Consultancy

09:40 | Financing & investing in aircraft & engines post COVID
Moderator: Abdol Moabery, Chief Executive Officer, GA Telesis, LLC
Panel: Joe Hussar, EVP & Head of Portfolio, Engine Lease Finance / Paul DaVall, Head of Aviation Equity Funds, Investec / NOVUS NAME TBC / Stuart Hatcher, Chief Economist, IBA Group

10:20 | Keynote
Robert Korn, President, Carlyle Aviation Partners

10:55 | Alternative/New equity investors
Moderator: Drew Fine, Partner, Milbank
Panel: David Andrews, Managing Partner – Transport, Hudson Structured Capital Management / Tony Diaz, Chairman, Zephyrus Aviation / Vahan Callan, Managing Director, DelMorgan & Co.

11:35 | Airline focus: Capital Market Financing vs Bank Financing: EETC vs mortgage loan
Moderator: Rafael Kuhn, Managing Director, Deutsche Bank
Panel: Scott Debano, Managing Director, Citi / André Rüttimann, Manager – Aircraft Financing – Export Credit Department Brazilian Development Bank / Leo J. BURRELL, Managing Director, Global Markets Division – Securitization, Credit Agricole Corporate Investment Bank

12:15 | AWG update on key industry topics
Moderator: Jeffrey Wool
Panelist: Francois Collet, Airbus / Carol Forsyte, Air Lease Corporation

13:00 | Lunch

Sponsored by:

14:00 | Mid-life aircraft investment
Panel: Eli Uziel, Head of Fleet Management & Business Development – Finance Division, EL AL / Paul DaVall, Head of Aviation Equity Funds, Investec

14:45 | Airline rating panel
Moderator: Philip Baggaley, Managing Director, S&P Global Ratings
Panel: Boris Alishayev, Senior Director, Transportation and Commercial Finance, KBRA / Joseph Rohlena, Senior Director, Fitch Ratings / Sean J. Egan, Managing Director, Egan-Jones Ratings Co.

15:30 | Airline Finance Panel
Moderator: Andy Shankland, Plane View Partners
Panel: Meghan Montana, Vice President, Treasurer, American Airlines / Dave Davis, President & Chief Financial Officer, Sun Country Airlines

16:15 | Manufacturer Panel
Moderator: Gueric Dechavanne, Vice President, ISTAT Certified Senior Appraiser, Collateral Verifications
Panel: Mark Dunnachie, ATR Aircraft /  Darren Hulst – Vice President – Commercial Marketing at Boeing / Richard Owen Walker, Head of Leasing & Investor Marketing, Airbus / Oliver Gerg, VP Global Leasing, Embraer

17:00 | Chairman’s closing remarks

19:00 | Pre-awards drinks

Sponsored by:


19:30 | Aviation 100 Americas Awards

Sponsored by:

 


 

26th October 2022

The School of Aviation Finance, Investment & Leasing

Sponsored by:

09:15 | Welcome note

09:20 | Differentiating the credit strengths of aircraft lessors post COVID
Evolution of the aircraft leasing sector and emerging credit risks and opportunities: influx of capital and its sustainability, the rise of new competitors and sponsors, new styles of investing in the sector, growth in Asia.
Mark Wasden, Moody’s

10:00 | Investing in Aviation – Establishing Fund / Investment structures for aviation leasing and lending platforms
• Increased role of PE firms in commercial aviation lending
• Benefits of PE firm / Lessor joint ventures
• Structuring to ensure maximum flexibility for exit strategies
• Securitising aviation loans – CLOs versus ABS
Killian McSharry, Partner, Walkers

10:40 | TBC

11:20 | Airline & OEM Outlook
Joe Rohlena, Senior Director, Corporates, Fitch Ratings / Nick Varone, Fitch Ratings

12:00 | Lunch

14:35 | Capital Raise & Credit & Risk Management
Vahan Callan, Managing Director, DelMorgan & Co.

15:20 | The Dynamics of the Engine Leasing Market
Ed Connolly, SVP, Capital Markets, Engine Lease Finance

16:00 | How investors can use maintenance cash flow modeling to manage and mitigate risk
Ganesh Nair, Alton Aviation

17:00 | End of school


 

27th October 2022

08:00 | Registration Open/Morning refreshments

08:55 | Opening of conference – Chairman opening remarks

09:00 | The Americas Market overview
Rob Morris, Global Head of Consultancy, Ascend by CIRIUM

09:40 | Investing in Lessors & Asset Managers
The rush of consolidation via – AerCap/GECAS, SMBAC/Goshawk, Carlyle/FLY and Carlyle/AMCK – Is there more to come? Is more consolidation required?
Panel: Drew Fine, Partner, Milbank

10:25 | Keynote conversation
John Plueger, CEO, Air Lease Corporation in conversation with Christian Scherer, Chief Commercial Officer, Airbus

11:00 | Finance & Investment – Hot topics & Challenges looking to 2023
Including: Innovations in deal structuring. Interest rate concerns and the possible rush to borrow/refinance.
Panel: Radha Tilton, Managing Director, Goldman Sachs / Jennifer Villa, Executive Director & Group Head, Ashland Place Finance / Marjan Riggi, Senior Managing Director, Global Head of Transportation and Commercial Finance Kroll Bond Rating Agency / Killian McSharry, Partner, Walkers

12:15 | Lessor CEO discussion
Where are leading lessors in the cycle and where are they heading
Moderator: Joe O’Mara, Partner – Tax, KPMG Ireland
Panel: Michael J. Inglese, Chief Executive Officer, Aircastle Advisor LLC / James Meyler, CEO, Orix Aviation / Ryan McKenna, Chief Executive Officer, Griffin Global Asset Management / Ali Ben Lmadani, CEO, ABL Aviation

13:00 | Lunch

Sponsored by:

14:00 | Lessor Rating panel
Looking more closely at the methodology in a time of changing views
Moderator: Betsy Snyder, S&P Global
Panel: Marjan Riggi, Senior Managing Director, Global Head of Transportation and Commercial Finance Kroll Bond Rating Agency / Johann Juan, Managing Director, Fitch Ratings / David Laterza, Senior Vice President, Head of US Non-Bank FIG Global Financial Institutions Group, DBRS, Inc. / Mark Wasden, Vice President. Moodys Investor Service

14:45 | The aviation ABS and the future of aviation securitizations
Moderator: Robert Cassidy, Senior Manager, PAFS Ireland Limited
Panel: Alan Greenblatt, Senior Director, Kroll Bond Rating Agency / John Mowry, Managing Director, Alton Aviation Consultancy / Greg Willis – Executive Vice President & Chief Financial Officer, Air Lease Corporation Scott Debano, Managing Director, Citigroup Global Markets – Global Structured Debt, Citi / John Hennessy, Managing Director, Asset Finance, Pivotal Corporate / Sarah Humpleby, Partner, Walkers

15:30 | Aviation Private Placements
Moderator: Leo J. Burrell, Managing Director, Global Markets Division – Securitization, Credit Agricole Corporate Investment Bank
Panel: Rafael Kuhn, Director and Co-Head of US Private Placements, Deutsche Bank Securities Inc. / Michael Dickson, Private Placements, Citigroup Global Markets Inc.

16:15 | Lessor Finance Panel – Innovative Finance Solutions & Asset Management
Moderator: Mark Lessard, Global Head of Finance, Pillsbury
Panel: Marc Iarchy, Managing Director, World Star Aviation / Rupert Leggett, FPG Amentum

17:00 | Chairman closing remarks & end of conference

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