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

• 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?  

• 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?
  

• 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

• 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? 

• 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?

• 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?

• 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? 

• 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?

• 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?

• 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?

• 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?

• 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

• What is the timeline for widescale deployment of SAFs? What are the challenges? 
• Investigating the cost of using SAF for various aircraft types  
• What does this mean for lessors now? 
• What action, if any, should lessors and airlines take to utilise SAFs? 
• What is the impact on residual values? Will SAF supply meet demand? What’s the impact on airlines? 
• How should more capital be deployed in order to reduce emissions? 
• How can lessors and airlines work with OEMs around this? 

• 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? 

• Why are lessors ordering eVTOLs? What is the investment case for the asset class?
• Is an OEM set to dominate the sector?
• How tradable an asset could they be?
• What are the risk and opportunities for lessors looking to acquire eVTOLs?