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?  
• Aggressive capital: who is winning ‘mainstream’ SLB deals? What are the margins?
• Is the role of the JOL & JOLCO market changing? What are the return and term requirements? Is this market going to keep growing? Could airlines utilise French tax leases?
• 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

Suha Al Arda

Chief Strategy & Corporate Performance Officer, Royal Jordanian

Suzanne Glatthaar

Director Aircraft Finance, KLM Royal Dutch Airlines

• Where is the cycle actually at now? Is this different for airlines, operating lessors and private funds?
• Have some SLB deals been too aggressive? What has happened to the aircraft involved? Has the bottom of the market changed?
• What do aircraft shortages mean for the leasing industry in the long term? How does this affect the midsize and midlife players? 
• Engine and supply chain issues: How can investors identify opportunity? 
• 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

Eoin Reddan

SVP Marketing – Europe , Avolon

Moderator

Joe O'Mara

Partner, KPMG Ireland

• What are the alternatives to aviation for investors today?
• What are the returns, sizes and terms available?
• How should investors think about the risk of the different types?

Paul Wilson

Partner, Finkr Ventures

• 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

• 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

Greg Chianetta

Managing Director, Alternative Asset Advisory, Kroll

• European based debt funds buying the debts from banks. Can it be differentiated? Complimentary?
• 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?
• Takeout: 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? 

Richard Moody

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

Moderator

Matthew Dolan

Partner - Tax, Deloitte Ireland

• 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 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

John Caslin

Director of Investment Management and Innovation, Carne Group

Greg Chianetta

Managing Director, Alternative Asset Advisory, Kroll

• 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?

• Ishka Vista View: Where are the returns in aviation today?
• Just a Bad Dream? Reflecting on Airline Credit Risk Today

• 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?

Moderator

Bobby Janagan

CEO, Rolls Royce & Partners Finance

• Deglobalisation? How could the Trump administration's policies affect trade and aviation manufacturing?
  
• What are the key risks that could affect air travel and commercial aviation in 2025?
  

Grab some afternoon refreshments and get stuck into some networking.

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. Could sustainability concerns also affect residual values?

Olga Razzhivina

Senior ISTAT Certified Appraiser, Oriel

Moderator

Paul O'Driscoll

Head of Advisory, Americas/ISTAT Certified Appraiser, Ishka

Equiped with the expertise gleaned from today's sessions, this panel of superstar thought-leaders will gaze into the crystal ball to answer a series of questions to try and accumulate the best returns on their hypothetical portfolio...

Dick Forsberg

Commercial Aircraft Leasing and Strategy Professional, Independent

Enjoy a drink and reflect on the discussions of the day as well as get registered for Ishka Financing Sustianable Aviation on March 26.

Find the full website for that here.