18th Annual Global Airfinance Dublin

Monday 18th January 2016 - Specialist Day

Separately bookable specialist sessions
and how to book your place:

• To read the Capital Markets Outlook agenda, click here. To register, complete the registration form here
• To read the Aircraft and Engines Outlook agenda, click here. To register, complete the registration form here

Tuesday 19th January 2016 - Day 1 Main Conference

Airline, Leasing and Banking Outlook

1. Brian O’Callaghan, Partner, Deloitte

1. Eamonn Brennan, Chief Executive, Irish Aviation Authority

09:30 - 10:30 The Gavin Esler Interviews

09:30 Bjørn Kjos: Changing the way the world connects

In this opening keynote interview, Bjørn Kjos, CEO of Norwegian Air tells Journalist and TV Presenter Gavin Esler how low-cost long haul carrier Norwegian Air is changing the way the world connects 

1. Interviewer: Gavin Esler, Journalist, Television Presenter and Author
2. Bjørn Kjos, Chief Executive Officer, Norwegian Air Shuttle

10.00 Norm Liu: Expanding the leasing business In this keynote on stage interview, Norm Liu, Chairman of GECAS tells Gavin Esler about the importance of maintaining a disciplined and diversified business strategy in order to succeed in the leasing sector.

1. Interviewer: Gavin Esler, Journalist, Television Presenter and Author
2. Norm Liu, Chairman, GECAS

10.30 Morning refreshments and networking

11:20 - 12:50 The Airline Pioneer Sessions

• Transforming and turning a legacy carrier around
• SAS to increase US and Asia market share in 2016
• Maintaining profitability and a competitive edge in a fast paced environment

1. Göran Jansson, Chief Financial Officer, Scandinavian Airlines (SAS)

• How to drive success in the LCC business?
• What makes Wizz Air different?
• Conquering the Eastern European market and beyond

1. Jozsef Varadi, Chief Executive Officer, Wizz Air

• New strategies for growth
• Taking Lufthansa to the next level
• The importance of financial strength

1. Simone Menne, Chief Financial Officer, Lufthansa

• Can interest rates rise without drying up growth?
• Will lease rates go up as a result of high interest rates?
• Will funding dry up as interest rates rise?
• How fast can deflation cause values to drop?
• Strengths and weaknesses of currencies

1. Dick Forsberg, Head of Strategy, Avolon

15.00 ALC/Avolon co-interview: What’s next for public leasing companies?

• Differences between market conditions when ALC and Avolon came into the market compared to today’s environment
• What is the future of leasing companies with a public ownership model?
• IPO and acquisition plans

1. Interviewer: John Grier, Managing Director, Citi
2. Steve Udvar-Hazy, Chairman of the Board and Chief Executive Officer, Air Lease Corporation
3. Domhnal Slattery, Chief Executive Officer, Avolon

15.30 Afternoon refreshments and networking 16.00 Ron Wainshal: Maintaining efficient access to capital Ron Wainshal, CEO of Aircastle tells Bertrand Grabowski about his investment strategy and how to maintain sustainable earnings levels.

1. Interviewer: Bertrand Grabowski, Member of the Board of Managing Directors, DVB Bank SE
2. Ron Wainshal, Chief Executive Officer, Aircastle

Pilarski says...

• Are we at the end of the cycle?
• Is the market over-valued?
• Should lessors start selling aircraft?

1. Adam Pilarski, Senior Vice President, Avitas

17.00 Chairperson’s closing remarks followed by drinks reception sponsored by KPMG

Wednesday 20th January 2016 - Day 2 Main Conference

Airline, Leasing and Banking Outlook

1. Tom Woods, Partner and Head of Aviation Finance and Leasing, KPMG Ireland

09:40 - 12:40 The Airline Agenda

• The case for long haul LCC service
• Why has the viability of long haul low cost carriers been questioned so far?
• What will revolutionize the LCC market in the future?

1. Steve Udvar-Hazy, Chairman of the Board and Chief Executive Officer, Air Lease Corporation
2. Christian McCormick, Managing Director – Finance, CALC
3. Mike Cox, Vice Chairman and Head of Corporate Advisors Group, Seabury Group
4. Moderated by: Polis Polycarpou, Senior Vice President, Information & Strategic Marketing (Aviation), DVB Bank SE

• How is European air travel changing?
• How are airlines adapting to changing market conditions and demands?
• Airlines’ performance, growth and financial strategies

1. Moderated by: David Power, Chief Executive Officer, ORIX Aviation
2. Neil Sorahan, Chief Financial Officer, Ryanair
3. Coşkun Kiliç, Chief Financial Officer, Turkish Airlines
4. Frode Foss, Chief Financial Officer, Norwegian Air Shuttle

11.10 Morning refreshments and networking 11.40 Airlines’ 5 Year Strategic and Financial Plans

• Fleet planning and modernisation over the next five years
• Financial management approach for the next five years
• Past performance and five year growth plan

1. Nirmal Govinda das, Senior Vice President - Corporate Treasury, Emirates Airlines
2. Tom Weir, Vice President and Treasurer, American Airlines Group
3. Eric Harder, Director of Corporate Finance, United Airlines
4. Tom Doxey, Vice President of Fleet and Corporate Finance, Allegiant Travel Company
5. Ursula Hurley, Director, Assistant Treasurer, JetBlue
6. Moderated by: Henry Morriello, Partner, Chair of Finance Department, Kaye Scholer

12.40 Aengus Kelly – Keeping a competitive edge in the aircraft leasing sector In this high profile on stage interview, Tom Cahill asks Aengus Kelly the secret to driving a successful aircraft leasing business.

1. Interviewer: Thomas Cahill, Managing Director, Morgan Stanley
2. Aengus Kelly, Chief Executive Officer, AerCap

13.00 Lunch

14.30 SMBC Aviation Capital/BOC Aviation co-interview: Differences in running two leasing companies owned by financial institutions

• How are SMBC Aviation Capital and BOC Aviation’s owners influencing the running of the business?
• What are investors’ expectations in terms of performance and returns?
• Prospects, business model evolutions and financial plans

1. Interviewer: Patrick Käufer, Managing Director, Capital Markets and Treasury Solutions, Deutsche Bank
2. Peter Barrett, Chief Executive Officer, SMBC Aviation Capital
3. Robert Martin, Chief Executive Officer, BOC Aviation

15.00 Financing Debate: What lessors want 

• What do lessors expect from banks?
• How can current products be improved?
• How will current structures evolve or should evolve?

1. Moderated by: Bertrand Grabowski, Member of the Board of Managing Directors, DVB Bank SE
2. Simon Glass, Chief Financial Officer, AWAS
3. Barry Flannery, Chief Financial Officer, SMBC Aviation Capital
4. Bertrand Dehouck, Head of Aviation EMEA, BNP Paribas
5. Ramki Sundaram, Global Head of Aviation, Natixis

15.45 Are we overreacting on China’s economy?

• How much of a concern is the slowdown in China and other similar large economies for global aviation?
• Are emerging markets vulnerable to a full-blown crisis?
• What impact is the slowdown in China likely to have on aircraft trading and financing, if any?

1. Peter Negline, Head of Strategy and Market Research, BOC Aviation

The Guinness Roundtables

End your conference on a high note. Get down to the bottom of the most pressing issues facing the industry and join us for a series of insightful debates and discussions around a pint of Guinness! Topics to be discussed per roundtable will include:

• The value of assets across the maintenance cycle: A fine balance for lenders - Jon Skirrow, Managing Director and Head of Aviation Asset Management, DVB Bank SE
• Can the C-Series be successful competing against Boeing and Airbus? - Olga Razzhivina, Senior ISTAT Appraiser, ORIEL
• Is fuel going to stay at 40 dollars a barrel or go back to a 100 dollars a barrel and on what time frame? How is that going to affect demand for new generation airplanes? - Allan Jones, Chief Strategy Officer, TES Aviation
• How to gain immediate insight to airline financial condition? - Michael Duff, Managing Director, The Airline Analyst
• Are production increases justified? - Marc Bourgade, Head of Aviation, Export & Infrastructure Sectors & Clients, Natixis
• What is the future of airlines launching aircraft leasing operations? - Douglas W. Runte, CFA, Managing Director, Securitized Products & High Yield Research, Deutsche Bank Securities Inc
• The current M&A environment: Trends and drivers - Geoff Burgess, Partner, Debevoise
• Where is ECA support going? - Adam Harris, Manager, Aerospace, UK Export Finance

17.15 Chairperson’s closing remarks and end of conference