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Agenda Overview

Day 1: Wednesday, January 23, 2019

8:00AM Registration & morning refreshments
8:55AM Chairperson's opening remarks
9:00AM Will strong airline performance continue through a challenging macro environment?
  • How will airlines react to a shifting macro-economic environment featuring higher fuel prices & interest rates?
  • Will we see increased fleet turnover as the economic case for mid-life assets deteriorate?
  • How do airlines expect to develop their fleet planning over the next 10-15 years & what does that mean for delivery profiles?
10:00AM Lessor CEO interviews

Back by popular demand, hear the CEO’s of the world’s most influential leasing companies discuss what they see as the future of aviation finance and their strategies for achieving it.

11:00AM Morning refreshments & networking break
11:30AM Continued CEO interviews

Back by popular demand, hear the CEO’s of the world’s most influential leasing companies discuss what they see as the future of aviation finance and their strategies for achieving it.

12:30PM Networking lunch
2:00PM Do we expect demand for cargo aircraft to continue to rise?
  • What degree of cargo fleet renewal can we expect to see across the cargo market segment?
  • When will the economic case for 700s & 800s make sense for cargo operators?
  • How popular do we expect cargo conversions be for both operators & lessors?
Edward McGarvey, Vice President & Treasurer, Atlas Air Worldwide
2:40PM If a cycle downturn was here, what would it look like?

The debate surrounding where we stand in the aviation industry cycle is a matter of constant debate; however often speculation reigns. Hear three experts cut through the noise; assess what the signs of a downturn would be if it were here, and analyse whether or not those signs are present today.

3:20PM Afternoon networking break & refreshments
4:00PM Can we expect a new phase of consolidation in the leasing market?
  • In light of Goshawk’s acquisition of Sky Leasing, can we expect more of this activity in 2019?
  • Will the race to the bottom in the sale and leaseback market cause consolidation to proliferate?
  • How sustainable is the growth of entrants from Asia?
4:40PM So, what do you think about Brexit?
  • How realistic is the prospect of a “no-deal” Brexit threatening European open skies?
  • Blue sky thinking – what’s the best possible scenario for the global aviation industry?
  • What impact can we expect a “hard Brexit” to have on aircraft lessors in Dublin managing assets in the UK?
5:20PM Chairperson's closing remarks
5:30PM Open drinks reception

Day 2: Thursday, January 24, 2019

8:00AM Morning networking & refreshments
8:55AM Chairperson's opening remarks
9:00AM What does the future of low-cost-long-haul look like?
  • What is driving airlines towards this model and what impact do we see it having on incumbent legacy carriers?
  • What headwinds have impacted carriers attempting to operate this model up to now?
  • Which aircraft types have the right economics for this model to work?
10:00AM Factoring airline credit risk when taking bulk orders of new technology aircraft
  • What level of credit risk is being taken on when untested airlines make bulk orders of new technology aircraft?
  • What risk management strategies do OEM treasuries employ to mitigate chances of defaults?
  • Is it sensible for unestablished airlines to be making bulk orders of new technology aircraft primarily for the purpose of pricing?
  • Will the rise in interest rates impact the appetite for new technology aircraft?
11:00AM Morning networking break & refreshments
11:35AM Headwinds facing airline treasuries
  • How are airlines strengthening their position vis a vis rising interest rates?
  • What fuel hedging strategies do airlines have in place in the face of rising fuel prices?
  • Which financing structures are best suited to today’s macro environment?
Christine Rovelli, Vice President - Group Treasurer, Finnair
12:30PM Lunch & end of conference