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Agenda Overview

Day 1: Thursday, September 19, 2019

8:00AM Registration and morning refreshments
8:55AM Chairperson’s opening remarks
9:00AM Macro session: What is the state of the Latin American economy?
  • What is the state of the Latin American economy? How has the Latin American economy progressed since last year?
  • Will having operating leverage help airlines exposed to Latin America improve their balance sheets?
  • What are the challenges for the sustainable development of Latin American airlines?
9:30AM Latin American airlines double down on commitment to new technology aircraft
  • What impact do we expect 2019 fleet renewals to have on the Latin American airline market?
  • What strategies do Latin American airlines have in place for phasing out older aircraft?
  • What role will the E2 and other regional new technology aircraft play in this marketplace?
Jose Ignacio Dougnac, Chief Financial Officer, Sky Airline
José E Golffier, Chief Financial Officer, Viva Aerobus Mexico
Roberto Held, Chief Financial Officer, Avianca
10:10AM Will rising costs of capital spell opportunity for lessors?

Latin American airlines have recently largely opted to buy new technology airct, taking advantage of low rates for financing and a benign macro-environment. Will this continue in the region or will raising capital costs offer lessors an opportunity to gain greater penetration?

John Burtz, Senior Vice President, Regional Manager, Airline Marketing - Americas, SMBC Aviation Capital
Walter Valarezo, Head of Americas - Sales, DAE Capital
10:50AM Morning refreshments & networking break
11:30AM Volaris post strong 4th quarter results

Hear Volaris' Chief Financial Officer, Fernando Suarez Gerard, deliver a presentation about Volaris' financial strategy moving forward, which structures make sense to help fund new aircraft deliveries and where he see's the state of the Mexican market for airlines.

Sonia Jerez Burdeus, Chief Financial Officer, Volaris
12:00PM Networking lunch
1:30PM LATAM restructuring bears fruit
  • Low CAPEX & fleet requirements have allowed LATAM to reduce debt, do we expect this strategy to continue into 2019?
  • Will LATAM’s decision to tap the unsecured bond market in 2019 with a $600million offering signal further utilisation of this market space?
  • Which financing options are attractive in supporting the planned 5-7% capacity growth?
2:00PM How strong is the demand for regional aircraft in Latin America?
  • With Latin American airlines displaying a healthy appetite for new technology narrow-body aircraft, where can regional aircraft fit into airline fleet planning strategies?
  • How can regional aircraft help overcome challenges with regards to connectivity in the region?
  • How strong is the aftermarket for these aircraft in Latin America?
2:30PM Engine leasing continues to deliver positive yield in Latin America
3:00PM Afternoon refreshments & networking break
3:30PM Where can financiers most effectively deploy capital in Latin America?
  • Latin American airlines increasingly opt to own rather than lease aircraft, which financial structures are best suited to support large orders of new technology aircraft?
  • Where does the balance lie between asset, credit and jurisdiction risk in LATAM?
  • Do we expect more airlines to tap the cross border bond market?
4:10PM Azul continues to reach new heights
  • The introduction of the A320neo to Azul’s fleet allowed them to overcome 30% higher fuel prices and 17% high FX costs – what’s next for Azul’s fleet strategy?
  • What impact does the airline envisage the introduction of the E2 having on financial performance?
  • How important will the Brazilian government’s decision to lift foreign ownership caps be on Azul moving forward?
4:40PM What impact will the Boeing-Embraer partnership have in Latin America?
  • To what extent will the partnership bolster Embraer and Boeing’s position in Latin America?
  • Can we expect new product launches under the JV?
  • What strategy will the JV pursue in capturing the sub-130 seat segment?
5:10PM Chairperson's closing remarks
5:20PM Open cocktail reception

Day 2: Friday, September 20, 2019

9:00AM Morning refreshments and networking
9:30AM Chairperson's opening remarks
9:35AM The ULCC/LCC model continues to flourish in Latin America
  • How strong will the ULCC/LCC model prove to be in Latin America over the next 5 years?
  • What impact have we seen the emergence of low-cost operations have on legacy incumbents?
  • How well positioned are carriers to handle macro-economic deterioration?
10:15AM What impact will the Boeing-Embraer partnership have in Latin America?
  • To what extent will the partnership bolster Embraer and Boeing’s position in Latin America?
  • Can we expect new product launches under the JV?
  • What strategy will the JV pursue in capturing the sub-130 seat segment?
10:45AM The impact of new engine technology developments
  • What’s happening in the jet engine segment?
  • Design for revenue, not just cost
  • The future of jet engine design
Evan Harding, LEAP/CFM Marketing Director, CFM
11:25AM Morning refreshments & networking break
11:55AM Will improving economics in Argentina result in increased fleet expansion?
12:25PM AeroMexico diversifies their financing strategy
Ricardo Javier Sanchez Baker, Chief Financial Officer, Aeromexico