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?
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...
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?
This closed-door Forum is a chance to network with
established investors in aviation and hear how they got comfortable with the asset class. You must be registered to access this portion of the event.
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?
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?
This closed-door Forum is a chance to network with
established investors in aviation and hear how they got comfortable with the asset class. You must be registered to access this portion of the event.
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?
This preregistered Forum is chance for financiers and investors
to connect and debate the key issues in debt and lending today. To kick things
off, there will be a panel discussion on bifurcation in the debt market.
What deals are banks working
on? How is the secondary market? What are the syndication and equity
opportunities?
Are borrowers moving away from
traditional bank debt? Are banks competing more with the capital markets?
How do ‘alternative lending’ platform
backers view private credit vs other instruments to deploy capital?
Debt fund investors: what boxes
do lenders need to tick?
Head of Advisory, Americas/ISTAT Certified Appraiser,
Ishka
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?
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?
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...
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?
This closed-door Forum is a chance to network with
established investors in aviation and hear how they got comfortable with the asset class. You must be registered to access this portion of the event.
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?
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?
This closed-door Forum is a chance to network with
established investors in aviation and hear how they got comfortable with the asset class. You must be registered to access this portion of the event.
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?
This preregistered Forum is chance for financiers and investors
to connect and debate the key issues in debt and lending today. To kick things
off, there will be a panel discussion on bifurcation in the debt market.
What deals are banks working
on? How is the secondary market? What are the syndication and equity
opportunities?
Are borrowers moving away from
traditional bank debt? Are banks competing more with the capital markets?
How do ‘alternative lending’ platform
backers view private credit vs other instruments to deploy capital?
Debt fund investors: what boxes
do lenders need to tick?
Head of Advisory, Americas/ISTAT Certified Appraiser,
Ishka
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?
