21-22 April 2020 | Shangri La Hotel, Tokyo, Japan

Schedule

Tuesday 21st April 2020


08:00 | Registration Open/Morning refreshments


08:50 | Opening of conferenceChairman opening remarks


09:00 | Economic & Political Dynamics

The commercial aviation industry is affected and guided by macro-economic and political fluctuations and as such it is essential to start by looking from the outside in. To assess what factors have and will affect aviation in 2020 and beyond in order to plan for the coming months.

Rob Morris, Global Head of Consultancy, Ascend by Cirium


09:40 | Keynote


10:10 | JOL & JOLCO Panel

Panel: Takahiro Matsumoto, Managing Executive Officer, FPG


10:55 | Engine Leasing & Investment

Panel: Tony (Toshinori) Kondo, Vice President, Sales & Marketing, Head of Trading, SMBC AERO ENGINE LEASE B.V.


11:40 | Lessor CEO Panel

As new deliveries continue to be plagued by problems the lease extension has been a go-to for airlines. How can lessors further help airlines in 2020 and beyond as the delivery cycle accelerates?

Moderator: Joe O’Mara, Partner, KPMG

Panel: James Meyler, CEO, ORIX Aviation / Paul Sheridan, CEO, AMAC Aviation / Hani Kuzbari, Managing Director, Novus Aviation Capital


12:25 | Keynote


13:00 | Lunch


14:00 | Regional Aircraft Specialist Leasing & finance Panel

The growing footprint of regional aircraft leasing specialisation.


14:40 | Supported Finance – ECAs and alternatives

Supported finance options and examples – Increasing supported finance participation on JOL deals in 2019 was a trend – Will this be built upon in 2020.

Panel: Bob Roy, Managing Director, Aircraft Financing Solutions Group, Aviation Capital Group


15:25 | Trading and Investing in mid-life Aircraft & Engines

Panel: Erik Dahmen, Managing Director, Arena Aviation Capital


16:10 | Lessor financing panel

Leading lessors are quizzed on their financing strategies and the effects on the same if they continue to use unsecured capital markets.

Panel: Thomas G. Baker, Executive Vice President and Chief Revenue Officer, Aviation Capital Group / name TBC – Novus Aviation Capital


16:50 | Capital Markets Equity Panel

Sylvain Magne, Head of Capital Markets and Advisory for Transportation Sector APAC


17:30 | Chairman closing remarks – close of day one


17:30 | Drinks reception at the Crystal Gallery




Wednesday 22nd April 2020


08:00 | Registration Open/Morning refreshments


08:50 | Opening of conference day 2Chairman opening remarks


08:55 | Japanese market overview

Japanese & Local Airline market overview & Japanese aviation investment update.


09:35 | Sale & leaseback market overview Panel

The S&LB market has seen very keen pricing for many years, however, throughout 2019 S&LB rates slowly corrected to higher levels, putting many airlines off of S&LB deals that they were planning, instead pushing them towards other financing tools – So where does this leave the sale and leaseback market?


10:15 | ABS Panel

Moderator: Mike Huang, SVP Aircraft Trading, GECAS

Panel: Javier Meireles, Chief Financial Officer, Carlyle Aviation Partners


10:55 | Banking Panel

Our esteemed panel will look at what options they are willing to put forward during 2020/21, what risks they are willing to take and what areas of the market they find exciting and want to do business in. The panel will also look at the continuing evolution of the JOLCO.

Panel: Pierre Briens, Head of Aviation Asia Pacific, BNP Paribas / Nikolai Lvov, Citi


11:35 | Financing airlines Panel

Panel: Thomas G. Baker, Executive Vice President and Chief Revenue Officer, Aviation Capital Group


12:20 | Airline Panel

Managing currency, capacity and delivery financing risk in a fluctuating market.

Moderator: Jean-Pierre Stainnack, VP Sales Japan and North Asia, Airbus


13:00 | Lunch


14:00 | Japanese investor market status/sentiment, opportunities, outlook and challenges

Moderator: Novus Aviation Capital


14:40 | Capital Markets Debt Panel

Moderator: James Kinsley, Partner, MAPLES


15:20 | Financing & Investing in new aircraft

Edward “Ted” O’Byrne, Managing Director & Co-Head of Aviation, Carlyle Aviation Partners / Jochen Baltes, CEO, GOAL Leasing


16:00 | Asset management panel

Panel: Erik Dahmen, Managing Director, Arena Aviation Capital / Jochen Baltes, CEO, GOAL Leasing


16:40 | Manufacturer Panel


17:20 | The Closing Debate- Airline & Leasing Panel

Aircraft supply and Lessor content – too many, too few or just right?
What are the current core matters impacting valuations and ratings?


18:00 | Chairman closing remarks – close of day one





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