Day One: Tuesday 14th October 2014
08.00 Registration and morning refreshments
09.00 Chairperson’s opening remarks and market overview
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Polis Polycarpou, Senior Vice President – Head of Airline Market Research, Aviation Finance, DVB Bank SE
09.30 South African Airways moving forward with new strategic plan
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New routes and expansion plans for SAA
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What is the airline’s plan for low-cost subsidiary Mango?
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Financing strategy and fleet plans
- Wolf Meyer, Chief Financial Officer, South African Airways
10.00 How far could Emirates’ dream performance stretch?
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Emirates continue to return a profit most airlines would dream of, yet is it time for caution and could this success slow down?
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From bonds to sukuks, what other creative financing strategies does the innovative airline have in store?
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Will Emirates follow the example of Ryanair and get a rating?
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Fleet plans for 2015
- Nirmal Govinda Das, Senior Vice-President, Corporate Treasury, Emirates Airlines
10.30 Morning refreshments and networking
11.15 flydubai accumulating successes in the LCC market
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Details of flydubai’s recent successes
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How are low-cost carriers’ business models evolving in the Middle East?
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Why is the LCC market still holding a surprisingly low share of the Middle East aviation market despite such success?
- Ghaith Al Ghaith, Chief Executive Officer, flydubai
11.45 Air Arabia in the run for LCC supremacy
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How does Air Arabia manage to operate profitably despite fierce competition in the Middle Eastern LCC market?
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Positive growth outlook for 2014-15
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Financing strategies and fleet plans
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New markets and opportunities in the Gulf and Middle East
- Adel Ali, Group Chief Executive Officer, Air Arabia
12.15 Giving Africa wings
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Importance of Africa as a major player in the global aviation industry
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How are banks and AFREXIM working together to support African aviation?
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African airlines’ successful capital-raising projects
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Fleet renewal and expansion in Africa
- Wolf Meyer, Chief Financial Officer, South African Airways
- Makoena Mabusela, Principal: Aircraft Finance, Nedbank Capital
- Irfan Dhankot, Chief Financial Officer, Aerovista
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Moderator: Polis Polycarpou, Senior Vice President – Head of Airline Market Research, Aviation Finance, DVB Bank SE
13.00 Lunch
14.30 New role for commercial banks
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How are banks diversifying their funding structures?
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What impact, if any, does Basel 3 have on banks’ pricing decisions?
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Will the PDP market become an area of growth and opportunities in the years to come?
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Measuring the commercial loans market in Africa and the Middle East
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What capacity will commercial banks have for the region in 2015?
- Frank Wulf, Managing Director, Regional Head of Aviation EMEA, DVB Bank SE
- Munawar Noorani, Managing Director, Citigroup Global Markets
- Johan Visser, Executive Director, JP Morgan
- Franck Genet, Managing Director - Aviation Group, Credit Agricole Corporate & Investment Bank
- Moderator: James Meyler, Chief Commercial Officer, ORIX Aviation
15.15 Engines meeting operational and financial needs
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How can new developments drive maintenance costs down for operators?
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Controlling ownership cost and protecting asset value through engines
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What is the investment attractiveness of engines?
- Bruno Palacios, Marketing Director, CFM
15.45 Afternoon refreshments and networking
16.15 Will a self-originated debt finance model see the end of commercial lending?
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Has the industry’s financing mode fundamentally shifted away from commercial lending to a “self-originated” debt finance mode?
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What are the new platform and funding structures in the capital markets?
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Do leasing companies plan to increase their access to the public markets in 2015?
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Is the unsecured market open to investment grade and non-investment grade airlines alike?
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Will Middle East and African airlines take advantage of the unsecured market in 2015?
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Will regional airlines explore floating rate unsecured transactions?
- Mark Lapidus, Chief Executive Officer, Amedeo
- Vinodh Srinvasan, Director, Head of Corporate Solutions, BNP Paribas
- Christian McCormick, Chief Executive Officer, Natixis
- Moderator: Juila Chen, Vice President, Commercial Aviation, Minsheng Financial Leasing Co
17.00 Chairperson’s closing remarks followed by drinks reception
Day two: Wednesday 15th October 2014
08.30 Morning refreshments and networking
09.25 Chairperson’s opening remarks
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Jon Skirrow, Managing Director and Head of Aviation Asset Management, DVB Bank SE
09.30 How much debt do lessors expect to get from the Capital Markets in the next 5 years?
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Lessors’ financing ambitions in the next 5 years
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How much debt will be raised via the bond market?
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Are traditional sources of financing still important to leasing companies?
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Lessor view and appetite for the Middle East and African markets
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How many aircraft do leasing companies expect to lease in Africa in the next 2-5 years?
- Mark Lapidus, Chief Executive Officer, Amedeo
- Kieran Corr, Chief Executive Officer, Pembroke Group Limited
- Stewart Cordner, Director, Sales and Leasing, IFC - Ilyushin Finance Co.
- Michael O’Mahony, Senior Vice President, Marketing, MEA, GECAS
- Hani Kuzbari, CFA, Executive Vice President, Novus Aviation Capital
- Moderator: David Power, Chief Executive Officer, ORIX Aviation
10.15 How is the aircraft market faring in Africa and the Middle East?
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Aircraft trends and requirements in Africa
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Will Middle East aircraft demand stall?
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What evidence supports recent aircraft market forecasts in both Africa and the Middle East
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Biofuel research update
- Milco Rappuoli, Sales Director, Middle East, ATR
- John Kassis, Regional Vice President of Sales for Middle East and Africa, Bombardier Commercial Aircraft
- Ana Carolina Lago, Marketing Director, EMEA, EMBRAER
- Kostya Zolotusky, Managing Director, Capital Markets Development, Boeing
- Paul Moultrie, Head of Marketing, Middle East, Airbus
- Moderator: Jon Skirrow, Managing Director and Head of Aviation Asset Management, DVB Bank SE
11.00 Morning refreshments and networking
11.30 ECAs still out for business
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Is there a future for export credit?
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As banks respond to Basel 3 will ECAs become more competitive?
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How much capacity do ECAs have in the Middle East and Africa?
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What is happening regarding re-authorization?
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Why aren’t there any more ECA bonds? Are the Capital Markets still viable?
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Can ECAs simplify the export credit bond structure to make it more affordable?
- Gareth Waterhouse, Underwritting Manager, UK Export Finance
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Eric Agote, Deputy Vice President, Transportation Division, Coface
- David Fiore, Deputy Vice President, Transportation Division, Export-Import Bank of the United States
- Moderator: John Meakin, Managing Director, Export Finance EMEA, Treasury Services, JPMorgan
12.15 Will the sukuk market play at full strength in 2015?
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Will recent remarkable sukuk issuances become a trendsetter for bond markets in the region?
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Understanding amortizing sukuk
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How do sukuks compare to other financing structures?
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Raju Subramanian, Manager, Aircraft Financing, Emirates Airlines
- Amir Riad, Head of Investment Banking, ADIB
- Ahsan Ali, Global Head of Islamic Origination, Standard Chartered Bank
- Moderator: Paul Jarvis, Partner, Denton
13.00 Positive outlook in the African LCC market
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How is the LCC market evolving in Africa?
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What role are Chinese investors playing in Africa?
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Mango Airlines’ business model, fleet planning and financing strategies
- Nico Bezuidenhout, Chief Executive Officer, Mango Airlines
13.30 Chairperson’s closing remarks followed by lunch and end of conference