14:00 – Keynote Session – Reshaping a trillion-dollar industry

With international travel banned in many countries, airlines were forced to ground their fleets and put workers on compulsory unpaid leave. A ripple effect has occurred throughout the industry, as airlines requested delay in payments, lessors face potential lease defaults and challenges, hence affecting the investors in structured products, aircraft lease portfolio securitizations and aircraft loan financings. How long can this cycle last? Who will be paying the bills in the end?

Moderator:

• Joe O’Mara, Head of Aviation Finance, KPMG in Ireland

Panelists: 

• Fred Browne, Chief Executive Officer, Aergo Capital
• Paul Sheridan, Chief Executive Officer, AMCK Aviation Holdings Ireland Limited
• Gary Fitzgerald, Chief Executive Officer, Stratos

15:00 – Part 26A Restructuring Plan

16:00 – Funding of the industry and how it is moving forward

Moderator:

• Kieran O’Brien, Partner, KPMG

Panelists:

• Leah Ryan, Managing Director, Alton Aviation Consultancy
• Richard Finlayson, Managing Director, Head of Transportation Finance, Asia, Deutsche Bank
• Marilyn Gan, Managing Director and Head of Origination Asia, MUFG Bank

17:00 – Towards a sustainable future in aviation

Environmental, social and governance (“ESG”) factors are becoming a key determination for capital allocation, with institutional and individual investors keen to avail themselves for green credentials. Although there was often a perception that any investment in aviation could not be ESG compliant because of environmental concerns regarding the industry’s contribution to carbon emissions, however, the attitudes seem to be shifting. What is the current situation of aviation when it comes to sustainability and what will the future look like? 

Moderator:

• Jan Melgaard, Executive Chairman, FPG Amentum

Panelists: 

• Shane O’Reilly, Director, KPMG, Sustainable Futures, KPMG Ireland
• Sami Jauhiainen, VP Business Development, Renewable Aviation, Neste
• Niklas Hardange, VP Fleet Management, SAS
• Tom Rotherham-Winqvist, Managing Director, Wafra

18:00 – ICF – Sustainable Aviation Finance

• Julia Menge, Senior Consultant, Energy and Climate, ICF
• Ben Chapman, Senior Manager, Aviation, ICF
• Ravi Kantamaneni, Consulting Director, Energy and Climate, ICF

18:15 – Closing of Day 1

14:00 – Engine Panel – Too much supply in the market?

What is the near-term outlook, is there an oversupply, especially of large commercial  aircraft engines? Who might exit the market and what strategies should those adopt ready to brave the storm?

Moderator:

• Dave Beary, Senior Vice President, Head of Commercial Operations, Risk Management and Compliance, Shannon Engine Support Ltd.

Panelists:

• Andy Martin, CFM Product Marketing, GE Aviation
• Paul Finklestein, Vice President Marketing, Pratt & Whitney
• Craig W. Welsh, SVP & Chief Commercial Officer, Americas & Asia, Willis Lease Finance Corporation

15:00 – The Airline Turbulence – Interview with VietJet Air

• Domini Lalk, Asia Editor, Airfinance Journal (moderator)
• Rohit Singh Tomar, Head of Finance Department & Director of Financial Planning and Analysis, VietJet Air

15:30 – Export Credit Agency Financing: What Does the Future Hold?

Given Covid-19 and the unprecedented downturn experienced by the industry, an increase in the use of Export Credit Agency (ECA) financing has been observed. What’s the latest we’ve been seeing in the market? How innovative has the ECA structure become? What about alternatives and hybrid products?

Moderator:

• Simon Collins, Partner, White & Case LLP

16:30 – Are the capital markets here to stay?

Capital market have become an important financing source along with new liquidity provided by a wave of new investors from private equity, insurers and institutional money in recent years. Has the pandemic put an end to lavish exposure?

Moderator:

• Gemma Loder, Senior Vice President Capital Markets, Jackson Square Aviation

Panelists:

• Rafael Kuhn, Director, Deutsche Bank Securities Inc.
• Mark Streeter, Managing Director, JP Morgan
• Weili Chen, Head, Commercial ABS, Capital Markets Solutions, Standard Chartered Bank (Hong Kong) Limited

17:30 – Is government relief the best way to support the industry?

To provide relief from the effects of COVID-19, many countries have passed on emergency legislation to offer respite from rent and other payments such as delay creditors’ ability to petition for and put companies into insolvency, restrict certain types of enforcement action over assets pledged etc. Will we see more of such legislation? How has this affected the aviation industry and what is the impact on the industry going forward?

Moderator: 

• Paul Jebely, Managing Partner, Pillsbury Winthrop Shaw Pittman (HK) LLP

Panelists:

• Paul Ng, Partner, Head of Asia Transport and Space Practice, Milbank
• Jean Chedeville, Head of Aviation Finance, Asia Pacific, Natixis
• Carine Truong, Director – Aviation, NWS Holdings Limited

18:15 – Closing of Day 2