Agenda

Where are the opportunities in aviation right now? Victoria Goodenough, Yuri Gulla and Frank Segger bring different risk appetite perspectives to the table from an equity, debt and multi-sector liquidity viewpoint. Find out how aviation is positioned within their alternative assets strategy and how they see aviation opportunities evolving going forwards.

Frank Segger
Fund Portfolio Manager, KGAL
Yuri Gulla
Aviation Finance Portfolio Manager, Muzinich & Co. Ltd
Moderator
Victoria Goodenough
Head of Private Credit Sales, EMEA, Natixis

Hear the latest insight from our panel of aircraft asset value specialists. How is the sale and leaseback market functioning for popular narrowbody types? What is happening in the secondary widebody market? Where can the industry expect to see value in the ‘end of life’/part out market?

Máximo Gainza
Head of Commercial Strategy, AerFin Limited
Eddy Pieniazek
Head of Analytics & Advisory, Ishka
Moderator
Helene Spro
Director, Scope Ratings GmbH

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?

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

Lean on our panel of supported financing experts as they simplify the methodology behind options available to investors. What kind of deals can the AFIC/ECA platforms support? How can non-investment grade deals be funded securely in these times?

Leslie Kurshan
Managing Director, Global AFIC Credit Specialties Leader, Marsh
David Fiore
Vice President, Transportation Division, US EXIM BANK - Export-Import Bank of the United States
Michael Silas
Executive Vice President, Head of Capital Risk Solutions, AXIS Capital
Bob Roy
Managing Director, ACG
Moderator
Dickon Harris
Editor, Ishka

The pandemic has induced a wave of M&A activity across the industry. Is now the time to strike while the iron is hot? Tune in to gain insight from our industry experts on the M&A process from start to finish; the risks, returns, opportunities and all.

Dylan Potter
Partner, Vedder Price
Andy Mansell
Partner, Split Rock Aviation
Yezdan Badrakhan
Executive Director , Morgan Stanley
Moderator
Joe O'Mara
Head of Aviation Finance, KPMG Ireland

Exploring opportunities outside of Europe: Asia focus

Andrew Davis
Head of Investment Promotion , Invest HK

You suddenly find yourself caught in the middle of a restructuring process - but what can you do to protect your investment? Our panel discuss best practice for aircraft investors on how to manage their exposure and ride the storm of a restructuring/Chapter 11 scenario.

Michael Cox
Senior Managing Director, Seabury Securities
Christine Davin
SVP Risk, AMCK Aviation
Richard Sharman
Partner, Bird & Bird
Moderator
Dickon Harris
Editor, Ishka

Meet the face behind the programme - Ishka Producer Lorna Stancer delivers a warm welcome to all of our Ishka+ members and a big thank you to our sponsors. Hear her top tips for making the most out of the platform's capabilities and functionality.

Lorna Stancer
Conference Producer, Ishka

The distinguished Global Chief Economist of Societe Generale's Corporate & Investment Banking arm - Mr. Klaus Baader - offers his view on the Euro Zone and consumer behaviour as we look towards a Covid-19 recovery.

Klaus Baader
Global Chief Economist, Societe Generale Corporate and Investment Banking - SGCIB

In this period of unprecedented challenge for the aviation industry, how does investor opinion differ on aircraft as a real asset investment?

Michael Lee
SVP Investor Markets, FPG Amentum Capital Ltd.

Which airlines will recover first and when? What do debt mountains mean for airlines now? How do airline credit profiles translate into risk profiles? Tune in to find out with real data and expert analysts.

Adrian Yanoshik
Equity Research Analyst - Transportation, Berenberg
John Grant
Partner/OAG Chief Analyst, Midas Aviation
Moderator
Chris Keene
Sales Manager , Ishka

Our panel of issuers come face to face with Ishka's investment wheel of fortune to answer quick-fire questions on key issues of the moment for aviation investors. Who will leave with the highest score? The wheel will decide.

Martin Browne
Head of Origination Strategy, Aergo Capital
Christian Schloemann
Managing Director / Head of Finance, GOAL Aircraft Leasing
Patrick den Elzen
CEO and Founding Partner, Arena Aviation Capital
Richard Moody
Managing Director, Global Head - Transportation Finance, Deutsche Bank
Moderator
Chris Keene
Sales Manager , Ishka

The industry has experienced its fair share of crises in its time... is the Covid-19 pandemic just another 'bump in the road'? Hear from our industry veterans as they share their wisdom on the current downturn.

Stephan Gundermann
Head of Aviation Portfolio Management, KGAL
David Andrews
Managing Partner - Transport, Hudson Structured Capital Management
Edward Connolly
SVP Capital Markets, Engine Lease Finance Corporation
Moderator
Paul Da Vall
Head - Aviation Equity Fund, Investec

A gaze into the crystal ball: how will the aircraft ABS market continue to evolve in 2021 and beyond?

Kevin MacLeod
Shareholder, Vedder Price
Richard Barnett
Managing Director, Castlelake
Vinodh Srinivasan
Managing Director, Co-head Structured Credit Group, Mizuho Securities
Bob Bengtson
Managing Director, Goldman Sachs
Moderator
Gillian Kelly
Risk Consulting Partner , KPMG Ireland

What emergency facilities are in place to help with ABS drawdowns? How best to manage commercial decisions in reality. Who gets paid? Understanding the waterfall effect. How do pre and post Covid ABS structures compare?

Eamonn Forbes
Chief Commercial Officer, FPG Amentum
Keith Allman
Managing Director, Head of Esoteric ABS, MUFG
Liz Barry
Non Executive Director, LJB Directors
Moderator
Tim O'Connell
Partner & Head of Aviation Advisory, Grant Thornton Ireland

What will it take for aviation deals to get the ‘green’ stamp of approval, and is this enough for aviation to remain investible? Join us to understand how new EU taxonomy regulations are pushing the industry towards a more sustainable future.

Paul Briggs
Partner and Co-head of International Aviation and Aerospace Group, Bird & Bird
Bernhard Bartels
Executive Director - ESG Analysis, Scope Group
Joerg Schirrmacher
Head of Transport Finance & Senior Vice President, Helaba
Moderator
Michael Halaby
Principal, Halaby Aero Limited

Search results

Which airlines will recover first and when? What do debt mountains mean for airlines now? How do airline credit profiles translate into risk profiles? Tune in to find out with real data and expert analysts.

Adrian Yanoshik
Equity Research Analyst - Transportation, Berenberg
John Grant
Partner/OAG Chief Analyst, Midas Aviation
Moderator
Chris Keene
Sales Manager , Ishka