Agenda

09 June 2022
08 June 2022

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09 June 2022

Gameshow: The Ishka Crystal Ball

Edward Hansom

Chief Investment Officer,

Sirius Aviation Capital

Gerry Power

Chief Commercial Officer & Head of Origination,

Seraph Aviation group

Kieran O'Keefe

Chief Investment Officer,

ALAFCO Aviation Lease and Finance Co

Hal Calamvokis

Director, Aviation Finance,

Standard Chartered

Moderator

Chris Keene

Managing Director,

Ishka

Join our fearless contestants as they voyage into the unknown and gaze into the Ishka Crystal Ball...

Stream

Leaner and meaner: The outlook for Start-ups and Restructured Airlines

Conor McCarthy

CEO,

Emerald Airlines

Tim O'Connell

Partner,

Grant Thornton Ireland

Derek Paterson

VP - Sales, EMEA,

Aero Capital Solutions

Moderator

Patrick Edmond

Managing Director,

Altair Advisory

How have start-ups been able to position themselves as the pandemic subsides?

What lessor deals are available for airline start-ups today? How flexible are lessors for new entrants?
Have airline restructurings been successful? Is there a risk of a second restructuring on the horizon?

Stream

☕ Morning coffee networking 🥐

Stream

Engine lessors: Transitioning to the next generation of asset

Dave Beary

Chief Risk and Investment Officer,

SES

Ed Colleran

Chief Risk Officer,

ELFC

Paolo Lironi

CEO,

SGI Aviation

Moderator

Denise Mangan-Fahy

General Manager SES,

AerCap Engines

How can the industry transition from portfolios of current gen engines?
How are engine values being impacted?
Will airlines say no to classic engines when opting for the NEO or MAX?

What solutions to the green time engine issue have proven successful?
Do engine lessors anticipate an MRO bottleneck?

Avoiding international trade issues for MROs

Carol Lynch

Partner,

BDO

What are the current import/export issues related to aircraft, engines and parts that MROs and lessors need to be aware of now?
Identifying relevant export controls and sanctions in the current environment
How can you determine if parts are subject to controls?
What is best practice in terms of carrying out due diligence?
Understanding the risks and penalties

Stream

Supplying the next generation of freighters

Romain Chambard

VP Marketing,

Rolls-Royce

Eamonn Cronin

Chief Commercial Officer,

Acumen

Moderator

Eamonn Forbes

Chief Commercial Officer,

Titan Aviation Leasing

Will demand for freighter conversion continue post-Covid? Will new conversion facilities affect the market dynamic?
What are the advantages of full conversion vs partial conversion?
Understanding freighter price volatility compared to passenger aircraft

When will long haul load factors make sense for passenger belly freight return? What impact will this have on widebody freighter conversion?
How long will older freighters stay in service? What are the retirement forecasts?
Are retirement ages getting increasingly younger?

08 June 2022

C-Suite vantage point: preparing for the next cycle

Patrick Byrne

CEO,

CityJet

Gonçalo Pires

Chief Financial Officer,

TAP Air Portugal

Chris Buckley

Partner, Aviation Chief Commercial Officer,

Castlelake

Teresa Gonçalves

Aviation C-Level Executive,

Sata Azores Airlines

Moderator

Joe O'Mara

Tax Partner,

KPMG

Is the insurance market now dictating what new deals are being done? To what extent are policy renewals affecting aviation finance?
How have passenger preferences changed? What transformations are needed for airlines to thrive?
Are we entering an era of lessor dominance?
Discussing new growth markets and opportunities
Are there any warning signs for what could trigger the next downturn? What strategies can lessors and airlines adopt to remain resilient to this?

Rethinking appraisals: adapting to new market realities

Olga Razzhivina

Director & Senior ISTAT Appraiser,

Oriel

Derek Wong

Head of Aviation Debt Funds,

Investec

Máximo Gainza

VP Market Strategy,

AerFin

Moderator

Eddy Pieniazek

Principal Advisor,

Ishka

Base Values and Market Values – are these terms doing their job in today’s market with so many encumbered aircraft? Should investors and financiers be modifying their approach and data requirements?
How many appraiser opinions should investors realistically canvas?
Understanding the gulf in appraisals on current gen widebodies.

What is the actual economic life of aircraft now? Have ESG concerns eroded this lifespan? How do appraisers account for this?
Bubble or boom: How do appraisers view the growth in cargo aircraft conversions and orders?

☕ Morning coffee break 🥐

Roundtable networking

Paolo Lironi

CEO,

SGI Aviation

Simon Clements

Executive Vice President,

Novus

Martin Corcoran

Acumen

Leah Davidson

Director,

Grant Thornton

eva karagianni

Aviation advisory,

Ishka

The unique Ishka only format will facilitate networking and enable you to make new connections.

Ask a trader: are industry headwinds hampering buyer appetite?

Sarah Conway

Head of Lessor Origination, Pricing & Structuring,

Deucalion Aviation Limited

Mamoun Kuzbari

CCO,

Novus Aviation Capital

Paraic Quinn

Head of Trading and Capital Markets,

Avolon

Robert Downes

Head of Trading,

Aviation Capital Group

Moderator

Aisling McCarthy

MD,

Avionix

Who are the most active buyers in the secondary market? Are new investors entering the space?
Are rising interest rates impacting buyer appetite?
How is the NEO/CEO transition impacting the secondary market?
What connection is there to the volume of aircraft on the market and where do you see that going?

The cost of financing aircraft

Leslie Kurshan

Managing Director,

Marsh

Ulrike Ziegler

President,

impact

Sneha Kedia

Director | Transportation - Structured Finance Group,

Deutsche Bank

Christophe Bernardini

SVP Marketing,

PK AirFinance

How are aircraft and engines being financed? Who is providing the debt currently?
Will aviation banks have less capital to deploy as result of Covid, ESG and Basel IV? How does the 'impact' initiative affect this?
Where do alternative lenders fit into this picture?
Can a competitive dynamic between alternative lenders drive margins down?
Will quantifiably green financing be cheaper? Will that meet return thresholds for banks?
How has the cost of financing older assets been affected?

Networking Lunch 🍴

Main Stage

Investor appetite: view from the Capital Markets

Cian Dooley

Executive Director,

Airborne Capital

Lourens Geldenhuys

Chief Financial Officer,

Stratos

Paul Cassidy

Director, Capital Markets,

SKY Leasing

How does aviation compare on a risk return basis to other sectors? What else is appealing to investors?
Will the ABS market rebound to record issuances levels of 2021? Will freighters feature more heavily in future ABS structures?
When will equity be back? How do private equity players view the aviation asset class?
How risky are investors viewing enotes? What can the industry do to make itself more attractive to equity investors?

Airline Leasing Masterclass

Mastering the spectrum of leasing options

Understand the array of leasing options available and their advantages and challenges.

What deals are being done today? What are the trends? Are there new structures at work? The realities of step-up leases and ratchet rates.

Please note: this is a seperately bookable event, running alongside our main agenda.

Main Stage

Long haul travel outlook

Gee Lefevre

Managing Director,

Teneo

Global capacity long haul update for 2022 so far.
How is demand and load factors? Has this met expectations?
When is this forecast to recover to 2019 levels?

Airline Leasing Masterclass

What can you realistically negotiate today as an airline?

Michael Homer

VP Marketing,

ALAFCO

Liam Gleeson

Director,

Grant Thornton

Moderator

Kieran O'Keefe

Chief Investment Officer,

ALAFCO Aviation Lease and Finance Co

Hypothetical Case study

Four common negotiations between airlines and lessors when discussing new leases.

Please note: this is a seperately bookable event, running alongside our main agenda.

Main Stage

Risk and reward: Accessing aviation's next growth markets

Michael Dowling

Chief Risk Officer,

DAE

Brian Rainey

Senior Manager Risk,

Elix Aviation

Nitin Sarin

Managing Partner,

Sarin & Co.

Hal Calamvokis

Director, Aviation Finance,

Standard Chartered

What are the key growth markets for aviation going into the next cycle?
Where are investors deploying capital? How is jurisdictional risk now being approached?
How has aircraft leasing developed in India over the past 10 years? Who are the key players?
What are the key risks for lessors working in India? How can these be mitigated?

Main Stage

Department of Finance Keynote

Seán Fleming

Minister of State,

Department of Finance

☕ Afternoon refreshments 🥐

Main Stage

More to come? Restructuring lessons for airlines, lessors and lenders

David Gard

Senior Managing Director,

Teneo

Damien Murran

Senior Managing Director,

Teneo

How can an airline utilise a formal restructuring process to reduce their lease rates and how can lessors defend themselves?
What is the typical process and timeline of a restructuring process? How does Examinership/Ch11/UK RP differ?
What are the key lessons for aircraft lessors and financiers from restructurings to date?
What do we expect to see in the restructuring market in 2022 & 2023?

Airline Leasing Masterclass

Understanding the price tag: Valuations and market lease rates

Eddy Pieniazek

Principal Advisor,

Ishka

Examining aircraft values and residual values. What does this mean for LTVs and lease rates?
How can airlines and lessors use appraisals to negotiate win/win lease terms? What negative impacts can appraisal shopping have on your lease?
How do lessors use appraisals? What drives market dynamics and lease rates?
How volatile can appraisals be? Is there much volitility among appraisers?

Please note: this is a seperately bookable event, running alongside our main agenda.

Main Stage

Out with the old? Remarketing and midlife residual values

Angus Clarke

Chief Executive Officer,

Blue Peak Aviation

Moderator

Pieter Burger

Tax Partner,

Deloitte Ireland

What is the current demand for midlife aircraft? How is this affecting lease rate factors? Is there a 'glut' of certain aircraft types?
Has Covid accelerated the negative impact on residual value of CEOs and NGs? Could SAFs prolong the life span of current midlife aircraft?
Is pricing more aggressive than six months ago as more aircraft return to the market? How easily are aircraft being remarketed?
What is the threshold for aircraft owners to opt for repossession?

Airline Leasing Masterclass

Avoiding lessor and airline friction points

Myles Mullaly

SVP Technical,

CDB Aviation

Eamonn Cronin

Chief Commercial Officer,

Acumen

The million-dollar* return condition checklist

How to accurately anticipate the cost and time required
Agreeing on the right conditions for redelivery in the contract
Negotiating acceptable configurations for returning

Please note: this is a seperately bookable event, running alongside our main agenda.

Main Stage

Imperatives for cyber resiliant aircraft leasing in 2022

Ophir Zilbiger

Global Cybersecurity Leader,

BDO

Understanding the global 2022 cyber threat landscape
What is the potential business impact from cyber threats in aviation and aircraft leasing?
Stopping the threat: Identifying the fundamental capabilities of a cyber-resilient organization
Balancing between accepted risk and resilience investments

Airline Leasing Masterclass

'Win the deal' - group project

Please note: this is a seperately bookable event, running alongside our main agenda.

🏆 Deal of the Year Awards 🏆

The Deal of the Year awards is finally back in person. Join us as we recognise the most creative and innovative deals in person.

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