Armin Rothauser
Armin Rothauser
Speaker
Head of Aviation Lending & Partner

Castlelake

United States

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The aviation bank retreat: how long is the opportunity window for debt investors? LIVE Q&A

John Morabito
Senior Managing Director,
Entrust Global
Christian Wolff
Head of Syndicate & Investor Markets,
Helaba
Derek Wong
Head of Aviation Debt Funds,
Investec
Armin Rothauser
Head of Aviation Lending & Partner,
Castlelake
Moderator
Eelco van de Stadt
President,
Apollo PK Airfinance

Join our panel of experienced lenders as they address the elephant in the room. What is the current case for European aviation banks? What is the case for new debt funds in the space?

  • Are funds being set-up on a temporary basis, or are non-bank lenders here to take advantage for 2+ years?

  • How is the debt being priced? It is a good time to buy debt, but how can it be financed?

  • Are investors able to access the sort of returns they think they should be getting for the level of risk they are exposed to?

  • What will happen when the banks return to the market? Is the industry still dependent on bank financing, or are balance sheet requirements becoming less crucial?

  • What is the current case for European aviation banks?

  • How have investor demands changed during the pandemic? How can the banks tackle this?

  • Where do investors now sit in the capital structure?

  • Examining the case for new debt funds: why has the industry not seen more emerging/scaling up?