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08.00 Registration & morning refreshments
08.55 Chairperson’s opening remarks
Drew Fine, Partner, Milbank LLP
09.00 Aviation capital markets review & outlook
Mark Streeter, Managing Director, Airline/Aircraft Credit Research, J.P. Morgan
10.00 Which aircraft is a perfect match for your ROI and risk profile?
Mike Yeomans, Head of Valuations, IBA Group Limited
Olga Razzhivina, Senior ISTAT Appraiser, Oriel
Helane Becker, Managing Director, Cowen Inc
Robb Watts, Vice President, Advisory, ACC Aviation Group
Huang Bo, Chief Commercial Officer, CMB Financial Leasing Co. , Ltd
Moderated by: John Luth, Chairman, President & Chief Executive Officer, Seabury Capital
10.40 It’s all about the metal
Developing a nuanced knowledge of the underlying assets which anchor aviation finance transactions across a variety of structures is a key to success for investors considering increasing activity in this space. From well publicised engine delivery delays, the 737-MAX groundings and the distressed aftermarket, a whole manner of issues are shaping the “metal” landscape that investors need to navigate. Hear a panel of experts break down these issues and how investors can use this knowledge to maximise value.
Stephen Hayde, Senior Vice President, Commercial Seraph Aviation Management
Simon Finn, Senior Vice President, MUFG
Enda Clarke, Head of Technical (Aviation), CCB Leasing Corporation
Michael Downey, Vice President, Technical, ICBC Leasing
Moderated by: Paul Briggs, Partner, Bird & Bird
11.20 Morning networking break & refreshments
11.40 Assessment of financial reporting under IFRS 16 – dealing with the disappearance of rent
Michael Duff, Managing Director, The Airline Analyst
12.10 Finding yield in the lessor bond market
Kristine Liwag, Vice President, Bank of America Merril Lynch Global Research
Marjan Riggi, Senior Managing Director, KBRA
Johann Juan, Director, Non-Bank Financial Institutions, Fitch Ratings
Moderated by: Drew Fine, Partner, Millbank LLP
12.50 Networking lunch
14.00 GOL Airlines – Brazil’s leading domestic carrier
Richard Lark, Chief Financial Officer, GOL
14.30 Airline stress and overcapacity
Philipp Goedeking, Managing Partner, Avinomics
14.35 Just how strong is the global airline industry?
Helene Spro, Director, Aviation Finance, Scope Ratings
Daniel Roeska, Vice President & Senior Analyst, Sanford C. Bernstein
Philipp Goedeking, Managing Partner, Avinomics
Jonathan Root, Senior Vice President, Moody’s Investors Service
Andrew Matters, Deputy Chief Economist, IATA
Moderated by: Nick Swinburne, Partner, Millbank LLP
15.15 Afternoon networking break & refreshments
15.40 What investors need to know about aircraft ABS and CLO Transactions
Giyora Eiger, Vice President, Senior Analyst, Moody’s Investors Service
Radha Tilton, Managing Director, Goldman Sachs
Sajid Zaidi, Head of Securitised Products, Morgan Stanley
Daniel Hartnett, Partner, Arnold & Porter
Matthew Simonetti, Director, Global Structured Finance, Citi
Moderated by: Armin Rothauser, Managing Director, Starwood Capital
16.20 Planes, trains and automobiles – Where does aviation place in the transportation sector?
Anyi Lee, Director, Global Structured Debt, Transportation, Citi
David Andrews, Managing Partner, Transport, Hudson Structured Capital Management
17:00 Sun Country closing keynote
Jude Bricker, Chief Executive Officer, Sun Country Airlines
17.30 Chairperson’s closing remarks
Drew Fine, Partner, Milbank LLP
17.35 Drinks reception
8.00 Registration and networking breakfast
8.55 Chairperson’s opening remarks
James Kelly, Partner, KPMG
9.00 Opening keynote interview
John Slattery, President & Chief Executive Officer, Embraer Commercial Aviation
Interviewed by: Laura Mueller, Managing Director, Airfinance Journal
9.30 The last 40 years of aviation finance: The evolution of investment banking
Greg Lee, Managing Director, Goldman Sachs
10.00 Will a fragmented European airline market maintain profitability in 2020?
Structurally, the European airline market is significantly more fragmented than in North America, with more than half the continent’s profits being generated by the “Big Four”. Hear from the leaders of some of Europe’s most successful airlines give a rare insight into the fleet and financing strategies that keep them ahead of the competition.
Torbjorn Wist, Chief Financial Officer, SAS Airlines
Iain Wetherall, Chief Financial Officer, Wizz Air
Raffael Quintas Alves, Chief Financial Officer, TAP Air Portugal
Steve Gunning, Chief Financial Officer, International Airlines Group
Moderated by: Steven Udvar-Hazy, Executive Chairman, Air Lease Corporation
10.50 Morning networking break & refreshments
11.20 Is aircraft leasing now a low margin business?
Firoz Tarapore, Chief Executive Officer, DAE Capital
Hani Kuzbari, Managing Director, Novus Aviation Capital
Paul Sheridan, Chief Executive Officer, AMCK Aviation
Patrick Hannigan, President & Chief Commercial Officer, CDB Aviation
Michael Inglese, Chief Executive Officer, Director, Aircastle
Moderated by: Kevin Butler, Managing Director, TMF Group
12.00 The launch of Skytra – an Airbus Company
Elise Weber, Chief Sales & Marketing Officer, Skytra
Matthew Tringham, Chief Strategy & Product Officer, Skytra
12.30 Airfinance Journal & CDB Aviation Scholarship presentation
12.40 Networking lunch
14.10 Financing the fleets of the future – which structures will dominate 2020?
Pierre Houle, Managing Director, Treasurer, Air Canada
Meghan Montana, Managing Director, Assistant Treasurer American Airlines
Edward McGarvey, Senior Vice President, Treasurer, Atlas Air Worldwide
Christine Rovelli, Vice President, Group Treasurer, Finnair
Joelmir Baumgratz, Treasurer, Azul Brazilian Airlines
Moderated by: Justin Benson, Partner, White & Case LLP
14.50 Inclusion and sustainability – a synergistic framework for the next 40 years
This groundbreaking discussion will explore the convergence of inclusion and sustainability as essential elements of the aviation industry’s continued future success. The workforce of tomorrow will be increasingly multi-faceted – Gen Z and beyond, LGBTQ, a rainbow of cultures, belief systems and ethnicities. This cohort prizes individual expression and social impact over the accumulation of material wealth. To attract the best innovative thinkers of tomorrow and ensure the long-term health of the sector, aviation enterprises must fully embrace ESG, not as a necessary evil, but rather, as a core competency. And to retain this hard-fought talent, we must create inclusive workplaces that nurture creativity and the free flow of ideas, and fully harness the power of diverse thought.
Daire Keogh, Deputy President, City University Dublin
Mayank Bhatnagar, Senior Vice President, Human Resources, GECAS
Jack O’Connor, Youth Delegate, Ireland, United Nations
Clare Scherrer, Partner, Managing Director, Goldman Sachs
Moderated by: Amelia Anderson, Co-Founder & President, AWAR
15.40 Afternoon networking break & refreshments
16.00 Pilarski says…drink!
Back by ever popular demand, hear one of the industry’s most prominent & respected economists give his forecast on the industry’s future and what headwinds we ought to be cognisant of – in his trademark entertaining style.
Adam Pilarski, Senior Vice President, AVITAS
16.30 Lessor CEO Interviews
Hear the CEO’s of the world’s most influential leasing companies discuss what they see as the future of aviation finance and their strategies for achieving it.
Greg Conlon, President & Chief Executive Officer, GECAS
Interviewed by: Greg Lee, Managing Director, Goldman Sachs
John Plueger, Chief Executive Officer & President, Air Lease Corporation
Interviewed by: Laura Mueller, Managing Director, Airfinance Journal
Aengus Kelly, Chief Executive Officer, AerCap
Interviewed by: Oliver Clark, Editor, Airfinance Journal
Domhnal Slattery, Chief Executive Officer, Avolon
Interviewed by: Olivier Bonnassies, Managing Editor, Airfinance Journal
17.50 Chairperson’s closing remarks
James Kelly, Partner, KPMG
17.55 40th anniversary celebratory drinks reception
08.00 Morning networking & refreshments
09.05 Chairperson’s opening remarks
Laura Mueller, Managing Director, Airfinance Journal
09.10 Is the aircraft finance industry overfunded?
For a number of years now the amount of capital chasing deals in the aircraft finance space has been steadily increasing, along with the number of individual entities involved, and sources of capital. What impact has this had on the industry more broadly and what ought to be done about it?
Andy Cronin, Chief Financial Officer, Avolon
Keith Helming, Senior Adviser, BOCOMM Leasing
Le Luo, Head of Sales, Ireland, CMB Financial Leasing Co. , Ltd
Andy Mansell, Co-Founder, Split Rock Aviation
Moderated by: Kieran O’Brien, Partner, KPMG
9.50 Volaris continues to bear the standard for Latin American LCCs
Hear Volaris’ Chief Financial Officer, Sonia Jerez Burdeus, deliver a presentation about Volaris’ financial strategy moving forward, which structures make sense to help fund new aircraft deliveries and where she sees the state of the Mexican market for airlines.
Sonia Jerez Burdeus, Executive Vice President & Chief Financial Officer, Volaris
10.20 Making the aviation industry environmentally sustainable
Phil Seymour, Chief Executive Officer, IBA Aviation Group
Paul Jebely, Partner, Pillsbury, Winthrop & Shaw LLP
Hugo Kanter, Managing Director, Global Head of Aviation Finance, Head of Transport Finance ING Wholesale Banking
Moderated by: Andy Mansell, Co-Founder, Split Rock Aviation
11.00 Morning networking break & refreshments
11.20 Has the aircraft ABS product gone mainstream?
Radha Tilton, Managing Director, Goldman Sachs
Giyora Eiger, Vice President, Senior Credit Officer, Moody’s Investor Services
Mary Kane, Managing Director, Head of ABS Research, Citi
Moderated by: Catherine Duffy, Partner, Finance, A&L Goodbody
12.00 Global Aircraft Trading System – preparing to go live
Daniel da Silva, Vice President, Strategic and Regulatory Policy, Boeing Capital
David Walton, Chief Operating Officer, BOC Aviation
Tom Woods, Partner, Head of Tax and Legal Services, KPMG
David Swan, Chief Operating Officer, SMBC Aviation Capital
Moderated by: Jeffrey Wool, Secretary General, Aviation Working Group
12.40 CFM Closing keynote
Christophe Poulain, Vice President, Commercial Strategy, CFM
13.10 Chairperson’s closing remarks
13.15 Networking lunch and close of conference
We offer complimentary passes to airlines and investors.
*All complimentary delegate passes are subject to approval from the Airfinance Journal Events team. Unfortunately, we are unable to offer this promotion to sell-side representatives or Investment Banks. Sell-side representatives and Investment Banks can register for this event using the standard registration link.
For more information please contact Victoria Warrington-Green
| registrations@airfinancejournal.com |
| +44 (0) 20 7779 8349 |
Sponsorship: Elliot Taylor
| elliot.taylor@airfinancejournal.com |
| +44 (0) 20 7779 8388 |
Speaking: Jonathon Leader
| jonathon.leader@airfinancejournal.com |
| +44 (0) 20 7779 8481 |
Marketing: Zakariya Bensouda
| Zakariya.bensouda@euromoneyplc.com |
| +852 2842 6942 |
Sponsored by
Taking place over January 21st – 22nd , the Dublin School of Aviation Finance reflects Airfinance Journal’s commitment to the future of the aviation finance industry by offering junior industry professionals the opportunity to expand their knowledge and network with senior decision makers. Featuring some of the industry’s most senior veteran voices, over 2 days students will delve into the fundamental challenges and opportunities facing aviation finance professionals today, in addition to completing a practical task reflecting the process of structuring an aircraft financing. The school is a must-attend for anyone wishing to advance through the ranks of aviation finance.