23 - 25 January 2018
The Convention Centre Dublin, Dublin, Ireland
• Should you invest in debt, in equity, in airlines, in lessors or directly into the asset?
• What factors are impacting investment returns and where are tomorrow’s opportunities?
• What impact has the flow of new money had in the aviation market and what is the outlook for 2018?
2018 could be the year of the next transformation in commercial aviation, with the possibile of a launch of the New Midrange Aircraft set to have major implications for Boeing, Airbus and the entire supply chain. Scott Hamilton of Leeham Co. explains.
Our networking breaks offer the opportunity to catch up with colleagues around a cup of coffee in our Open Lounge or in our Meeting Lounge for pre-arranged 1:1 meetings through our brand new app (1:1 Meeting Service available for Airlines and Lessors to connect with Investors – please contact us to take advantage of this service)
Watch an appraiser walk through the steps taken before reaching a conclusive value for an aircraft.
• Will the release of the MAX 10 cannibalise the product and impact residual values?
• Strategically, have Boeing been too reactive with the MAX programme?
• Examining the depth and width of operator base for new technology aircraft
• How can investors protect their asset against insolvency?
• What lessons should investors learn from the two latest European airline insolvencies?
• Are Alitalia & AirBerlin signs of more Eurpean bankruptcies to come or outliers in an otherwise robust market place?
• Given that appraisers used the same data and similar methodology why were engine asset valuations so far apart on the WEST III deal?
• What implications do appraisal disparities have for issuers and investors?
• What solutions, if any, are available to appraisers and investors looking at future ABS transactions?
• Where do residual values hold and how significant is the impact of a decreasing aircraft economic life?
• What does the future hold for current generation aircraft given the rise of new aircraft technology?
• Has the rise of leasing companies weakened residual values?
• How is new capital injected in the industry by Asian investors impacting asset values and investment opportunities?
• What would happen to the assets being financed by this new capital in the event of a downturn?
• What investment opportunities are being created by new entrants or will open up in the nearer and longer term?
• How does the private placement market compare to other sources of funding? For example EETCs, ABS or bank debt?
• As the chase for yield intensifies, are debt investors being left vulnerable?
• How does the current ABS market compare to previous generations?
• How is the engine lease market faring?
• Engine lease rates and outlook
• What are the opportunities for new entrants from Asia?
• Is further consolidation necessary in an increasingly competitive global market?
• Are the insolvencies of Alitalia, Air Berlin and Monarch a sign of things to come, or outliers in an otherwise robust market?
• How can airline finance teams make the most of the airline's assets?
In a series of back to back interviews, the Managing Directors of Airfinance Journal will get to the bottom of the most prominent Lessor CEOs’ strategies
• The 737-800 has long been the flag bearer for investors, will the MAX10 follow its footsteps?
• Opportunities & challenges of investing in current technology aircraft – which asset to look out for?
• Forecasting residual values for new technology narrow-bodies
An introduction to The Airline Analyst Data by Airfinance Journal (LIVE DEMO)
An introduction to The Fleet Tracker Data by Airfinance Journal (LIVE DEMO)
An introduction to The Deal Tracker Data by Airfinance Journal (LIVE DEMO)
An introduction to The Airline Analyst Financial Ratings Data by Airfinance Journal (LIVE DEMO)
• Regional comparisons between trans-Asian and trans-Atlantic low-cost-long-haul
• If successful, can we expect more LCCs to tap into the long-haul market? Should legacy carriers be worried about this?
• How sustainable is Norwegian Air’s aggressive route expansion strategy?
Taking a break from traditional aviation assets, our experts have decided to take a leisurely hot air balloon ride when disaster strikes, the balloon is going down and excess weight must be shed. The only way to decide fairly is, naturally, debating the nature of the aviation industry cycle. Who remains? The audience decides.
Adam Pilarski assesses macro drivers and factors impacting the industry, providing an indication of asset pricing and where we are in the cycle.
• Which airlines are best suited to provide a supersonic service?
• What impact will the aircraft have on the broader aviation industry?
• Manufacturing capacity and asset valuation
• As one of the most competitive regions in the world for airlines, how to make yourself stand out from the crowd?
• Can we anticipate an increase in airline consolidation in the Middle East?
• To what extent does the region suffer from oversupply?
• What makes emerging markets such a prominent ground for new airline launches?
• Can emerging markets sustain the rise of LCCs and ULCCs?
• Will we see more consolidation in the long term?
• How exactly does this new structure work and how can market participants utilise it? • Where does AFIC fit into the current market place and what is it trying to achieve? • What implications does this new product have for the broader financing landscape?
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