Monday 18th January 2016 - Specialist Day
Separately bookable specialist sessions
and how to book your place:
Tuesday 19th January 2016 - Day 1 Main Conference
Airline, Leasing and Banking Outlook
08.00 Registration and networking
09.00 Chairperson’s opening remarks
- Brian O’Callaghan, Partner, Deloitte
09.15 Opening Keynote Address- 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
- Interviewer: Gavin Esler, Journalist, Television Presenter and Author
- 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.
- Interviewer: Gavin Esler, Journalist, Television Presenter and Author
- Norm Liu, Chairman, GECAS
10.30 Morning refreshments and networking
11:20 - 12:50 The Airline Pioneer Sessions
11.20 Göran Jansson: Reviving a brand and taking market share
- 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
- Göran Jansson, Chief Financial Officer, Scandinavian Airlines (SAS)
11.50 Jozsef Varadi: Bringing results in the LCC business
- How to drive success in the LCC business?
- What makes Wizz Air different?
- Conquering the Eastern European market and beyond
- Jozsef Varadi, Chief Executive Officer, Wizz Air
12.20 Simone Menne: New alignment of the Lufthansa Group
- New strategies for growth
- Taking Lufthansa to the next level
- The importance of financial strength
- Simone Menne, Chief Financial Officer, Lufthansa
12.50 Lunch 14.30 Impact of rising interest rates, currency devaluations and deflation on aircraft values
- 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
- 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
- Interviewer: John Grier, Managing Director, Citi
- Steve Udvar-Hazy, Chairman of the Board and Chief Executive Officer, Air Lease Corporation
- 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.
- Interviewer: Bertrand Grabowski, Member of the Board of Managing Directors, DVB Bank SE
- Ron Wainshal, Chief Executive Officer, Aircastle
Pilarski says...
16.20 Are we at the end of the cycle?
- Are we at the end of the cycle?
- Is the market over-valued?
- Should lessors start selling aircraft?
- 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
09.00 Morning refreshments and networking 09.20 Chairperson’s opening remarks
- Tom Woods, Partner and Head of Aviation Finance and Leasing, KPMG Ireland
09:40 - 12:40 The Airline Agenda
09.40 Should LCCs go long haul?
- 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?
- Steve Udvar-Hazy, Chairman of the Board and Chief Executive Officer, Air Lease Corporation
- Christian McCormick, Managing Director – Finance, CALC
- Mike Cox, Vice Chairman and Head of Corporate Advisors Group, Seabury Group
- Moderated by: Polis Polycarpou, Senior Vice President, Information & Strategic Marketing (Aviation), DVB Bank SE
10.20 Airline CFOs: Turnaround in European air travel
- How is European air travel changing?
- How are airlines adapting to changing market conditions and demands?
- Airlines’ performance, growth and financial strategies
- Moderated by: David Power, Chief Executive Officer, ORIX Aviation
- Neil Sorahan, Chief Financial Officer, Ryanair
- Coşkun Kiliç, Chief Financial Officer, Turkish Airlines
- 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
- Nirmal Govinda das, Senior Vice President - Corporate Treasury, Emirates Airlines
- Tom Weir, Vice President and Treasurer, American Airlines Group
- Eric Harder, Director of Corporate Finance, United Airlines
- Tom Doxey, Vice President of Fleet and Corporate Finance, Allegiant Travel Company
- Ursula Hurley, Director, Assistant Treasurer, JetBlue
- 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.
- Interviewer: Thomas Cahill, Managing Director, Morgan Stanley
- 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
- Interviewer: Patrick Käufer, Managing Director, Capital Markets and Treasury Solutions, Deutsche Bank
- Peter Barrett, Chief Executive Officer, SMBC Aviation Capital
- 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?
- Moderated by: Bertrand Grabowski, Member of the Board of Managing Directors, DVB Bank SE
- Simon Glass, Chief Financial Officer, AWAS
- Barry Flannery, Chief Financial Officer, SMBC Aviation Capital
- Bertrand Dehouck, Head of Aviation EMEA, BNP Paribas
- 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?
- Peter Negline, Head of Strategy and Market Research, BOC Aviation
The Guinness Roundtables
16.15 “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