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Agenda Overview

Day 1: Wednesday, October 30, 2019

8:00AM Registration and refreshments
9:00AM Chairman’s opening remarks
Kieran O’Brien, Partner - Head of Aviation Finance & Leasing Advisory, KPMG
9:10AM Main Lessor Panel: Market Outlook
Patrick Hannigan, President & Chief Commercial Officer, CDB Aviation
David Swan, Chief Operating Officer, SMBC Aviation Capital
John Plueger, Chief Executive Officer & President, Air Lease Corporation
Kieran O’Brien, Partner - Head of Aviation Finance & Leasing Advisory, KPMG
Paul Sheridan, Chief Executive Officer, Accipiter
9:55AM Interview with SpiceJet
Kiran Koteshwar, Chief Financial Officer, SpiceJet
10:15AM Interview: Lessons learned from the aviation leasing industry
Peter Chang, Chief Executive Officer, CDB Aviation
Laura Mueller, Managing Director, Airfinance Journal
10:35AM Network Break
11:05AM KPMG’s Aviation Outlook
Christopher Brown, Director, KPMG
11:25AM ICBC Aviation Leasing: Are there opportunities in today’s market?
Norman Liu, Senior Advisor, ICBC Leasing
11:40AM CMB Leasing: Preparing for market cycle swings
Xi Wei, Executive Director, Aviation Department, CMB Financial Leasing
11:55AM Networking lunch
1:15PM Lessors’ panel: Spotlight on Japan’s JOLCO and JOL markets
  • What will drive further growth in the Japanese aircraft leasing market?
  • Are JOLCO and JOL markets going to saturate?
Gary Fitzgerald, Chief Executive Officer, Stratos
Shin Watanabe, Managing Executive Officer, Head of Transportation Business Unit, Sumitomo Mitsui Finance and Leasing
Rion Sato, Executive Officer, Head of Aircraft Leasing Department, JP Lease Products & Services Co., Ltd.
Simon Collins, Partner, White & Case LLP
George Ai, Executive Vice President, Novus Aviation Capital
Ali Ben Lmadani, Chief Executive Officer, ABL Aviation
1:55PM 1355 CALC: Aviation financing in Hong Kong
Mike Poon, Executive Director and Chief Executive Offer, CALC
2:10PM Fasten your seatbelt: Tax regimes and aviation leasing in Asia – Hong Kong and Singapore
  • What are the factors that affect Hong Kong and Singapore’s attractiveness as aerospace and leasing hubs in Asia Pacific?
  • How will governments attract international lessors to set up operations?
  • How will the competition between the hubs develop in the coming years?
John Timpany, Partner, KPMG
Ashley Nicholas, Director, Corporate Finance, Avation Plc
Laura Mueller, Managing Director, Airfinance Journal
2:40PM An Update on Hong Kong's Aircraft Leasing Platform
Benjamin Wong, Head, Transport and Industrial, Invest Hong Kong
William Ho, Partner, Berwin Leighton Paisner LLP
Andy Solem, Managing Director, Head of Region, China & North Asia, Nordic Aviation Capital
Summer Li, General Manager, Aviation, Haitong UT Leasing HK
Carine Truong, Director - Aviation, NWS Holdings Limited
3:10PM Networking break
3:40PM Interview: Challenges and opportunities
Michael Duff, Managing Director, The Airline Analyst
Donal Boylan, Non-Executive Director, VietJet Air
4:00PM Panel discussion: Insights from commercial aviation financiers
  • What are some new and alternative funding sources available in the capital markets?

  •  What will be the greatest risk faced by commercial aviation financiers in 2020?

  •  Will we see ample liquidity available in the market in 2020?

Munawar Noorani, Managing Director & Regional Head of Aviation For EMEA & APAC, Citi
Pierre Briens, Managing Director, Head of Aviation, Transportation Sector, Investment Banking Asia Pacific, BNP Paribas
Marilyn Gan, Managing Director and Regional Head Aviation Finance, Asia Pacific, DVB Bank SE
Yu Kimura, Senior Vice President, Global Aviation Team, Development Bank of Japan
Paul Ng, Partner, Milbank
4:40PM AFIC and Insurance products – What is the outlook?
Bob Morin, Managing Director - Transaction and Business Leader, Aircraft Finance Insurance Consortium (AFIC)
4:55PM Interview with Paul Sheridan - Optimising a Leasing Platform for Today's Environment
Laura Mueller, Managing Director, Airfinance Journal
6:30PM Cocktail reception for Inaugural Orbis and Airfinance Journal Charity Dinner
7:30PM Orbis and Airfinance Journal Charity Dinner

Day 2: Thursday, October 31, 2019

9:00AM Registration and refreshments
9:20AM Chairman’s opening remarks
9:30AM 737MAX Exposure to Asia: Values, Opportunities and Challenges
Stuart Rubin, Vice President, ICF
Marian Pistik, Head of Asset Management, International Airfinance Corporation
10:10AM In Conversation with OEMs
Mark Pearman-Wright, Head of Leasing & Investor Marketing, Airbus
Bertrand Grabowski, Independent Advisor, Independent Advisor
10:55AM Networking break
11:25AM Engine OEM Discussion
  • Updates on new engine technologies
  • Implications of more intense aftermarket competition
  • Ways to support a growing fleet
Craig Welsh, SVP & Chief Commercial Officer, Americas & Asia, Willis Lease Finance Corporation
Paul Finklestein, Vice President Marketing, Pratt & Whitney
Shaojun Zhu, CFM Marketing Director, Greater China, GE Aviation
Mark Harrison, Vice President - Customers, Rolls-Royce
12:05PM Panel discussion: Aircraft remarketing and residual value
  • How to improve the tradability of older aircraft?
  • What is the current and future landscape of aircraft remarketing in China and Asia?
  • What does the future hold for older widebodies, specifically the A380 and B777?
Mike Yeomans, Head of Valuations, IBA Group
Vincent Lam, SVP Asia Pacific – Aircraft Remarketing, Air Partner
Bertrand Grabowski, Independent Advisor, Independent Advisor
Mark Fabian, COO - Asset Transaction Group, GA Telesis LLC
John Vitale, President & CEO, AVITAS
12:45PM Presentation: Sustainability Improvement Loan and aviation finance
Hugo Kanters, Managing Director, ING Bank
1:00PM Networking lunch
2:15PM The Asian Widebody Fleet: Challenges or Opportunities?
Jonathan Skirrow, Managing Director, Aviation Asset Management, DVB Bank SE
Stuart Rubin, Vice President, ICF
2:55PM Assessment of financial reporting under IFRS 16

Operating leased assets are now on balance sheet and analysts face the “disappearance” of aircraft rent as an expense item under IFRS 16 (but not under ASC 842). What are the other dissimilarities between the two standards? Has comparability been enhanced or degraded? What workarounds are available to enhance comparability? What disclosures should airlines provide to assist users of their financial statements evaluate their financial health?

Michael Duff, Managing Director, The Airline Analyst
3:20PM Panel discussion: Securitisation on the rise
  • How has the structure of aircraft securitisation evolved in the last few years?
  • What are the important considerations in structuring aircraft securitisation?
  • What are the reasons for the rapid growth of aircraft securitisation?
  • What is the market sentiment for aircraft securitisations in 2020?
Lewis Sutherland, Senior Vice President, Aviation Investment Management, DVB Bank SE
Luke McCarrick, Head of Accounting for Trust and Corporate Services, TMF Group
Richard Finlayson, Managing Director, Head Of Asset Finance Asia, Deutsche Bank
3:50PM Networking break
4:20PM Panel discussion: More opportunities, more lessors?
  • Will there be more new lessors or merged lessors?
  • How will the business model evolve in the coming years in view of economic downturn?
Peter Huijbers, Director, PH Aviation Asia
Rob Watts, Director of Advisory, ACC Aviation
Mark Lapidus, CEO and Chairman, Amedeo
Bertrand Grabowski, Independent Advisor, Independent Advisor
Tao Wang, Managing Director, Aviation Department, CCB Financial Leasing Corporation Limited
5:00PM Chairman’s closing remarks and end of conference