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Agenda Overview

Day 1: Wednesday, October 30, 2019

8:00AM Registration and refreshments
9:00AM Chairman’s opening remarks
9:10AM Briefing: Winds of economic change
  • Analysis of global economic growth
  • Forecast of fuel prices and passenger demand
  • Economic consequences of US-China trade war
9:30AM AFJ Headlines in Asia
9:50AM Opening interview with airline in Asia Pacific
Kiran Koteshwar, Chief Financial Officer, SpiceJet
10:10AM KPMG Presentation
10:25AM Networking break
10:55AM Lessors' panel: Spotlight on China - Land of silk and money
  • Do Chinese lessors lack technical capabilities?
  • Approximately 450 aircraft in mainland China will be coming off lease in the foreseeable future. Will Chinese lessors be able to place these aircraft with second homes?
  • Is China at risk of “non-tradeable assets” or aircraft with poor documentation and sub-par end of lease return conditions?
11:35AM Lessors' panel: Spotlight on Japan - Way to go – JOLCO and JOL
  • What will drive further growth in the Japanese aircraft leasing market?
  • Are JOLCO and JOL markets going to saturate?
Hani Kuzbari, Managing Director, Novus Aviation Capital
Gary Fitzgerald, Chief Executive Officer, Stratos
Shin Watanabe, Managing Executive Officer, Head of Transportation Business Unit, Sumitomo Mitsui Finance and Leasing
Simon Collins, Partner, White & Case LLP
Rion Sato, Executive Officer, Aircraft Leasing Department, JP Lease Products & Services Co., Ltd.
12:15PM Networking lunch
1:35PM CALC presentation: Aviation financing landscape in Hong Kong
Mike Poon, Executive Director and Chief Executive Offer, CALC
1:50PM 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 may the government in Hong Kong and Singapore create supportive market environment to attract international lessors to set up operations?
  • How will the competition between the hubs develop in the coming years?
John Timpany, Partner, KPMG
Jeff Chatfield, Executive Chairman, Avation PLC
2:20PM InvestHK Presentation
2:50PM Panel discussion: Challenges and opportunities ahead for airlines
  • How are oil price volatility and currency risks affecting airlines’ business operations?
  • How should airlines plan their fleet?
  • Will we see more or less cross-airline cooperation in terms of alliance? Why or why not?
Tewolde Gebremariam, Group Chief Executive Officer, Ethiopian Airlines
3:20PM Networking break
3:50PM Panel discussion: Insights from commercial aviation financiers
  • What are some new and alternative funding sources available in the aviation capital markets?
  • What will be the greatest risk faced by commercial aviation financiers in 2020?
  • Will we see plenty of liquidity available in the market in 2020? Why or why not?
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
4:30PM 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
5:00PM AFIC and Insurance products – What is the outlook?
Bob Morin, Managing Director - Transaction and Business Leader, Aircraft Finance Insurance Consortium (AFIC)
5:15PM Chairman’s closing remarks and end of conference
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
9:30AM Chairman’s opening remarks
9:40AM In conversation: Updates on aviation leasing in Ireland and Hong Kong
Clarence Leung, Treasurer, Hong Kong Aircraft Leasing and Aviation Finance Association
10:10AM In conversation with Airbus and Boeing
Mark Pearman-Wright, Head of Leasing & Investor Marketing, Airbus
Kemp Harker, Managing Director, Marketing, Global Leasing, Boeing Capital Corporation
10:40AM Networking break
11:10AM In conversation: Regional jet and turboprop updates
  • Role of regional jets in facilitating urban air mobility
  • Demand for regional jets in Asia Pacific and best suited models
11:40AM 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
12:20PM Networking lunch
1:40PM Export Credit Agency support updates
  • Is there an uptick in demand for export credit support?
2:00PM 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
2:25PM 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?
Weili Chen, Head of Capital Markets Aircraft Financing, Standard Chartered
Lewis Sutherland, Senior Vice President, Aviation Investment Management, DVB Bank SE
2:55PM 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, VP Advisory, ACC Aviation
3:35PM Networking break
4:05PM Airline presentations (open to public)
4:35PM Lessons learnt: 40 years in aviation finance (open to public)
4:55PM Chairman’s closing remarks and end of conference