• Airline marketing - How buoyant is demand? Where are the growth regions? Is air-freight demand still softening?

• To what extent have supply chain issues been resolved? How long do the industry predict the aircraft supply shortage will last?
• Balance sheets – how healthy are airline profit margins? Has high yield travel rebounded? 

• Has MRO capacity improved? What are current wait and turnaround times? When are these likely to normalise?

• Are lease rates increasing? Are these helping meet return requirements for investors? 
• Fundraising: has investor appetite been sufficient for lessor fund raising efforts? 
• Are more lessor M&As and portfolio acquisitions likely? Is anyone else going to exit the space? 
• Understanding the impact of new leasing platforms on the market

• Has the USD/Yen FX rate tempered demand among Japanese investors for aviation? 
• What does this mean for current and future investor demand? What are return requirements? 
• What are the routes to market for investors? How can investors include aircraft assets in their portfolios? Does this differ from debt investing?

Powered by Ishka’s Airline Credit Profiles, the panel of arrangers will examine a series of deals to determine what is required to get a JOL/JOLCO done. Given a baseline financing agreement and LTV, it will explore nuances in credit and asset analysis to give investors an understanding of what makes a good deal.  

• With recoveries in airline financials in Asia, do investors have appetite for regional names? 
• Would investors work with an older credit they’ve stopped dealing with since Covid? 
• What do airlines need to know to work with Japanese investors? 

• Why invest in engines and not aircraft（returns, ease of repossession) 
• Engine values and lease rate comparison
• Understanding types of engines. How does new tech compare to current tech? 
• Investor experience: Understanding returns spare engine investment. How do engine repossessions work in practice? 

• Engine demand in context: When will demand for spare engines normalise? Who are the winners and losers?  
• Understanding latest with New Gen engine teething issues. Has underperformance of new gen engines affect the retirement ages of CEOs and NGs?
  
• What is the outlook for the spare engine market?

• How/where are airlines sourcing financing currently? What are their requirements?
  

• Analysing the advantages and disadvantages of various financing options for airlines
• How competitive is the JOL/JOLCO market for airlines currently?  

• How can new airlines enter the JOL/JOLCO market?  

• Are alternative lenders competing with banks? How do risk/return appetites differ? Have banks’ risk appetite’s changed given the tightness of the market?  
• Are ECAs no longer a lender of last resort? Are they competing with traditional financiers? 
• How do lenders view engines as collateral? 
• Are banks more willing to finance midlife assets?  
• Is there more appetite for insurance covered debt? Who is buying that paper? Are lessor lenders starting to compete with banks?  

• How is the industry going to meet its climate targets? 
• What climate targets are financial institutions setting for aviation?  
• Understanding the challenges of scaling SAF. How much more is needed?  
• SAF, sustainable finance, disclosures, carbon pricing... what regulations are affecting aviation? 

• What is the new ESG framework for Nippon Life? What are the hurdles for entering asset finance as an insurance company?  
• What does this mean for aviation players looking for investment? 
• Understanding the Pegasus Principles and Impact’s methodology. How are financial institutions seeking to report and measure aviation portfolio emissions? 
• Understanding hydrogen aircraft development