• Understanding what allocators of capital are willing to do. Is there a shift from IRR to distributed capital?
• Who are the LPs in aviation currently? How do they get comfortable? What are the deal length and return expectations? 
• Where does aviation fit in an alternatives portfolio? How does it compare to other asset classes?  
• What more can aviation do to overcome internal hurdles for deals, especially for institutional investors? Do investments need to be rated? 

Matthew Taylor

Head of Alternative Debt, Legal & General IM

William Dinning

Chief Investment Officer, Waverton Investment Management

Boeing estimate the global passenger and freighter fleet will require nearly 44,000 new commercial airplanes by 2043. How will that get financed?

• What are airline requirements for financing new aircraft in 2025? What are their preferred options?  
• Are more airlines coming to market earlier with RFPs to get PDPs? How does that impact lessors that can’t do PDP financing? 
• Where is the equity coming from for new deliveries? 

Adam Boukadida

Chief Financial Officer, Riyadh Air

Basil Gygax

Head of Customer Finance, EMEA, Embraer

• Where do lessors think the growth opportunities are in aviation today?
• Given the current financing environment, are newer platforms able to go for scale?
• Engine and supply chain issues: How can investors identify opportunity? 
• What do aircraft shortages mean for the leasing industry in the long term? How does this affect the midsize and midlife players? 
• Consolidation: How should investors view M&A activity in leasing?

Cian Coakley

Head of Aircraft & Asset Management Origination, ORIX Aviation

Damon Connery

Chief Commercial Officer, FPG Amentum

Moderator

Joe O'Mara

Partner, KPMG Ireland

• What do they want to see from the ABS product? Has the ABS market been exhausted for equity? 
• What else do they need to make better investment decisions?  
• Are values handled in the best way? 
• How do they feel about the services available to you? Do reports lose credibility given the motivation of analysts? Do some advisors have too much skin in the game?
• What else do current ABS investors need to go deeper into aviation?

Orlando Gemes

Founding Partner & Chief Investment Officer, Fourier Asset Management

• Understanding margins around the lending spectrum 
• Basel IV: What are the timeframes? How will this affect bank's cost of capital? How many banks are already lending with these new capital weighting requirements? 
• Could this lead to more demand for ANPI from banks?  
• How do these banking regulations affect the market dynamics for alternative lenders? 
• Who is absorbing the higher cost of capital? 

Anne Mazière

COO, Energy & Real Assets / Aviation & Rail Finance Group, Crédit Agricole CIB

• Is there a fundamental shift in how GPs are funding transportation?  
• Do the midsize players still have a place? How can they stay competitive against platforms with a fully diversified funding capability?  
• What does the next 10 years look like?
• How can LP investors get more exposed to the hard asset?
• Could innovating away from Single Strategy Funds help open the door to new pools of capital?

Emily Wilson

Director, AB CarVal

Jared Keating

Partner, Kite LLC

• Aggressive capital: who is winning ‘mainstream’ SLB deals? What are the margins? 
• Five years gone: Have some deals been too aggressive? What has happened to the aircraft involved? Has the bottom of the market changed? 
• Is the role of the JOL & JOLCO market changing? What are the return and term requirements? Is this market going to keep growing? What does this mean for other players in the space if OEM deliveries remain sluggish?
• What about different pools of capital from China and Korea? What is the appetite there? 
• French tax leases: When do these make sense? How competitively priced are they? What are the qualification criteria?  

• Tracking consolidation of regional aircraft leasing platforms.  
• What investors are backing the space? 
• Should non-PE investors look at lessors beyond narrowbody & widebody focused platforms?  
• Could a lessor duo/triopoly develop in the regional space? Is now a good time to sell if you’re an equity owner in aircraft?  

• What is the potential size of the aircraft financing market over the next 10 years? How will it grow? Does it go more debt? Will airlines put more onto the balance sheets? How many more ABS issuances are likely in 2025?
• Is there an opportunity to develop a European Capital Markets? What’s the European lenders’ view? How could that differentiate from the US capital markets? How does Europe fit in? 
• European based debt funds buying the debts from banks. Can it be differentiated? Complimentary?

Richard Moody

Managing Director & Global Head, HCOB (Hamburg Commercial Bank)

• Analyzing the fundraising environment for leasing platforms now. How receptive are investors to aviation?
• Equity investors: What are they looking for? How do they get comfortable?
• What can aviation as a sector do to unlock more pools of capital?

• With aircraft supply issues still persisting how are fleet managers keeping their carriers flying? 
• What are the pressures they face? How can the industry help them overcome these challenges?

This panel of experts will discuss how the current supply/demand imbalance of aircraft and engines will affect residual values when supply normalises towards the end of the decade.

• Overview of all airline restructuring 
• How credit ratings have changed 
• Do credit default swap spreads reflect this? 

Enjoy a drink and reflect on the discussions of the day as well as get registered for Ishka Financing Sustianable Aviation on March 21.

Find the full website for that here. 

This is the exclusive networking dinner for key deal makers as recognised by Ishka's Deal of the Year Awards. This will be a fine dining experience with some of aviation's most innovative and influential decision makers.

To register your interest please contact team@ishkaglobal.com