Agenda

Main Agenda

  • 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?
Simon Goodson
Chief Executive Officer, AerFin
Wui Jin Woon
SVP Marketing & Corporate Finance, JP Lease
Vasuki Prasad
Marketing Director, APAC, Embraer
Moderator
Karen Wong
Head of Aircraft Leasing, Greater Bay Airlines

Main Agenda

  • 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
Simon Hanson
Chairman, Asia Pacific & Middle East, Avolon
Diederik Lindhout
Chief Operating Officer & Founding Partner, Arena Aviation Capital
Antony Snelleman
EVP & Region Manager, Asia, High Ridge Aviation
Sven Respondek
Head of Transaction Management, Investor Origination & Business Development, GOAL Aircraft Leasing
Moderator
Sean Hinze
SVP, Portfolio Manager, PIMCO

Main Agenda

  • 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?
Katsuhiko Ando
CEO, Dynam Aviation Ireland
Shintaro Ito
Chairman, Souseikai Group
Yoshifumi Sakuragi
Senior Vice President, PK AirFinance
Moderator
Saburo Koyama
Head of Aviation Finance, Natixis Tokyo Branch

Main Agenda

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? 
Keiichi Nakamura
Executive Director, FPG
Isamu Ueta
Head of Asset Management, SBI Leasing Services
Takeru Mifune
Head of Asset Finance Team, Sumitomo Mitsui Trust Bank
Hitoshi Seki
Director / Commercial Negotiation & Executions, iStrings Aviation Capital Co., Ltd.
Moderator
Motonari Komatsu
Head of Aviation & Structured Finance, APAC, Societe Generale

Main Agenda

    • 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? 
Abdol Moabery
President & CEO, GA Telesis

Main Agenda

    • 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?
Alex Vella
Chief Executive Officer, Magnetic Leasing
Bobby Janagan
Chief Executive Officer, Rolls-Royce & Partners Finance
Jeff Lewis
Chief Executive Officer, Hanwha Aviation
Marc Iarchy
Partner, World Star Aviation
Marc Cho
Chief Investment Officer & President, LIFT - GA Telesis
Moderator
Abdol Moabery
President & CEO, GA Telesis

Main Agenda

  • What is the size and growth trajectory of the regional aircraft market?
  • Understanding the range and risk of credits in the space
  • Asset overview: What are the options available for fleet planners and therefore investors?
  • Could regional aircraft investment meet the needs of Japanese investors? What would be needed to make that work?
Mark Hughes
Chief Commercial Officer, Falko
Moderator
Vasuki Prasad
Marketing Director, APAC, Embraer

Main Agenda

  • 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?  
Michael Koish
Chief Investment Officer, Challenge Airlines
Mark Cezar
Chief Financial Officer, Cebu Pacific
Okan Baş
SVP Finance, Turkish Airlines
Moderator
Hitoshi Kawabata
Senior Manager, Marubeni

Main Agenda

This bespoke presentation from DBJ will give a long-term player's perspective on aviation fianance.

Yuichi Yamamoto
Co-Head of Global Aviation Team, Head of Americas and Capital Market, DBJ

Main Agenda

  • 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?  
Eelco van de Stadt
President, PK AirFinance
Hanvit Kim
Head of Corporate Finance Team 2, Korea Development Bank
Ryo Hoshino
Vice President, Global Aviation Team, Development Bank of Japan Inc.
Jasper Tan
Executive Director, Global Transportation, OCBC
Charles Zhou
Head of Aviation Finance, Natixis CIB
Moderator
Simon Collins
Partner, Watson Farley & Williams

Main Agenda

  • 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? 
Ulrike Ziegler
President, impact
Tony Khan
President, DHL Japan
Fabrice Espinosa
Founder & CEO, Asia SAF Association
Moderator
Eduardo Mariz
Sustainability Lead, Ishka

Main Agenda

  • 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
Yasutoshi Miyamoto
General Manager, Responsible Investment Strategy Office, Nippon Life
Mari Yamazaki
Vice President, Crédit Agricole CIB
Clovis Peryer
Principal, Peryer Law
Moderator
Kosuke Kanematsu
Consulting Partner, ERM

Stream

With the ABS market spluttering back into life, this masterclass - led by Ishka's Head of Advisory, Eddy Pieniazek - will dive deep into the capital markets. Get a deeper understanding of the latest trends and developments around aviation ABS to find out what this means for investors.


This closed-door, invite only session. To register your interest, please contact team@ishkaglobal.com

招待客のみのクローズドセッションとなります。開催はIshka東京オフィスにて。ご関心ある方は、team@ishkaglobal.comまで。

Eddy Pieniazek
Head of Advisory, Ishka

Stream

Keep abreast of the changing market dynamics in aviation today. Led by Ishka's Advisory experts and backed by market insight from leading aircraft asset manager, Arena Aviation Capital.

Understand who are the winners and losers in aviation today? What does the next 6 months look like? Are midlife aircraft still a hot investment?


This closed-door, invite only session . To register your interest, please contact team@ishkaglobal.com (sold out)

招待客のみのクローズドセッションとなります。マーケット動向および航空機中古リース市場の概要や航空機投資の考え方などを議論します。(満席)

Eddy Pieniazek
Head of Advisory, Ishka
Patrick den Elzen
Chief Executive Officer & Founding Partner, Arena Aviation Capital

Stream

With strong credits and liquid assets, aviation can be a very appealing asset class. However, in order to mitigate the risks, a solid understanding of the market is required. Join Dynam Aviation as they give a candid masterclass dedicated to investors looking at investing in aviation today. Understand the risks, returns and the investment thesis for investors.


This closed-door, invite only investors session. To register your interest, please contact team@ishkaglobal.com

招待客のみのクローズドセッションとなります。航空機リース市場の概要や航空機投資の考え方、留意点等につき実例等を紹介しながら議論、意見交換を行い、投資家同士の情報交換、ネットワーク作りの場となり投資家様は必聴です。登録はteam@ishkaglobal.comまで。(投資家様オンリー)

Katsuhiko Ando
CEO, Dynam Aviation Ireland

Stream

This closed-door, invite only session will give investors a masterclass in the latest issues around aviation finance. It is a must attend for those looking to maximise returns and understand the technical nuances of this resilient asset class. This session is now full - and registration is closed.

招待客のみのクローズドセッションでは、投融資家が航空ファイナンスに関連する最新のトピ ックについてマスタークラスを受講することができる。レジリエントな資産である航空機につ いて学ぶことでリターンを最大化したい投融資家にとっては必聴である。

Bobby Janagan
Chief Executive Officer, Rolls-Royce & Partners Finance
Susumu Kaminaga
President and Head of Business Development - Japan, Rolls-Royce
Ben Ferguson
SVP - Portfolio & Partner Management, Rolls-Royce & Partners Finance
Saahas Rauniyar
Chief Financial Officer, Rolls-Royce & Partners Finance
Keisuke Imon
Partner, Watson Farley & Williams

Stream

Ahead of the main event, this drinks reception is an opportunity to connect with fellow delegates from across the globe. Please join us at the Tarragon Room, 3rd floor foyer, Grand Hyatt.

世界各国からのアビエーション仲間と交流する絶好の機会であるドリンクレセプションを前日 開催 !

Search results

Stream

With the ABS market spluttering back into life, this masterclass - led by Ishka's Head of Advisory, Eddy Pieniazek - will dive deep into the capital markets. Get a deeper understanding of the latest trends and developments around aviation ABS to find out what this means for investors.


This closed-door, invite only session. To register your interest, please contact team@ishkaglobal.com

招待客のみのクローズドセッションとなります。開催はIshka東京オフィスにて。ご関心ある方は、team@ishkaglobal.comまで。

Eddy Pieniazek
Head of Advisory, Ishka

Stream

Keep abreast of the changing market dynamics in aviation today. Led by Ishka's Advisory experts and backed by market insight from leading aircraft asset manager, Arena Aviation Capital.

Understand who are the winners and losers in aviation today? What does the next 6 months look like? Are midlife aircraft still a hot investment?


This closed-door, invite only session . To register your interest, please contact team@ishkaglobal.com (sold out)

招待客のみのクローズドセッションとなります。マーケット動向および航空機中古リース市場の概要や航空機投資の考え方などを議論します。(満席)

Eddy Pieniazek
Head of Advisory, Ishka
Patrick den Elzen
Chief Executive Officer & Founding Partner, Arena Aviation Capital

Stream

With strong credits and liquid assets, aviation can be a very appealing asset class. However, in order to mitigate the risks, a solid understanding of the market is required. Join Dynam Aviation as they give a candid masterclass dedicated to investors looking at investing in aviation today. Understand the risks, returns and the investment thesis for investors.


This closed-door, invite only investors session. To register your interest, please contact team@ishkaglobal.com

招待客のみのクローズドセッションとなります。航空機リース市場の概要や航空機投資の考え方、留意点等につき実例等を紹介しながら議論、意見交換を行い、投資家同士の情報交換、ネットワーク作りの場となり投資家様は必聴です。登録はteam@ishkaglobal.comまで。(投資家様オンリー)

Katsuhiko Ando
CEO, Dynam Aviation Ireland

Stream

This closed-door, invite only session will give investors a masterclass in the latest issues around aviation finance. It is a must attend for those looking to maximise returns and understand the technical nuances of this resilient asset class. This session is now full - and registration is closed.

招待客のみのクローズドセッションでは、投融資家が航空ファイナンスに関連する最新のトピ ックについてマスタークラスを受講することができる。レジリエントな資産である航空機につ いて学ぶことでリターンを最大化したい投融資家にとっては必聴である。

Bobby Janagan
Chief Executive Officer, Rolls-Royce & Partners Finance
Susumu Kaminaga
President and Head of Business Development - Japan, Rolls-Royce
Ben Ferguson
SVP - Portfolio & Partner Management, Rolls-Royce & Partners Finance
Saahas Rauniyar
Chief Financial Officer, Rolls-Royce & Partners Finance
Keisuke Imon
Partner, Watson Farley & Williams

Stream

Ahead of the main event, this drinks reception is an opportunity to connect with fellow delegates from across the globe. Please join us at the Tarragon Room, 3rd floor foyer, Grand Hyatt.

世界各国からのアビエーション仲間と交流する絶好の機会であるドリンクレセプションを前日 開催 !

Main Agenda

  • 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?
Simon Goodson
Chief Executive Officer, AerFin
Wui Jin Woon
SVP Marketing & Corporate Finance, JP Lease
Vasuki Prasad
Marketing Director, APAC, Embraer
Moderator
Karen Wong
Head of Aircraft Leasing, Greater Bay Airlines

Main Agenda

  • 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
Simon Hanson
Chairman, Asia Pacific & Middle East, Avolon
Diederik Lindhout
Chief Operating Officer & Founding Partner, Arena Aviation Capital
Antony Snelleman
EVP & Region Manager, Asia, High Ridge Aviation
Sven Respondek
Head of Transaction Management, Investor Origination & Business Development, GOAL Aircraft Leasing
Moderator
Sean Hinze
SVP, Portfolio Manager, PIMCO

Main Agenda

  • 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?
Katsuhiko Ando
CEO, Dynam Aviation Ireland
Shintaro Ito
Chairman, Souseikai Group
Yoshifumi Sakuragi
Senior Vice President, PK AirFinance
Moderator
Saburo Koyama
Head of Aviation Finance, Natixis Tokyo Branch

Main Agenda

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? 
Keiichi Nakamura
Executive Director, FPG
Isamu Ueta
Head of Asset Management, SBI Leasing Services
Takeru Mifune
Head of Asset Finance Team, Sumitomo Mitsui Trust Bank
Hitoshi Seki
Director / Commercial Negotiation & Executions, iStrings Aviation Capital Co., Ltd.
Moderator
Motonari Komatsu
Head of Aviation & Structured Finance, APAC, Societe Generale

Main Agenda

    • 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? 
Abdol Moabery
President & CEO, GA Telesis

Main Agenda

    • 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?
Alex Vella
Chief Executive Officer, Magnetic Leasing
Bobby Janagan
Chief Executive Officer, Rolls-Royce & Partners Finance
Jeff Lewis
Chief Executive Officer, Hanwha Aviation
Marc Iarchy
Partner, World Star Aviation
Marc Cho
Chief Investment Officer & President, LIFT - GA Telesis
Moderator
Abdol Moabery
President & CEO, GA Telesis

Main Agenda

  • What is the size and growth trajectory of the regional aircraft market?
  • Understanding the range and risk of credits in the space
  • Asset overview: What are the options available for fleet planners and therefore investors?
  • Could regional aircraft investment meet the needs of Japanese investors? What would be needed to make that work?
Mark Hughes
Chief Commercial Officer, Falko
Moderator
Vasuki Prasad
Marketing Director, APAC, Embraer

Main Agenda

  • 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?  
Michael Koish
Chief Investment Officer, Challenge Airlines
Mark Cezar
Chief Financial Officer, Cebu Pacific
Okan Baş
SVP Finance, Turkish Airlines
Moderator
Hitoshi Kawabata
Senior Manager, Marubeni

Main Agenda

This bespoke presentation from DBJ will give a long-term player's perspective on aviation fianance.

Yuichi Yamamoto
Co-Head of Global Aviation Team, Head of Americas and Capital Market, DBJ

Main Agenda

  • 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?  
Eelco van de Stadt
President, PK AirFinance
Hanvit Kim
Head of Corporate Finance Team 2, Korea Development Bank
Ryo Hoshino
Vice President, Global Aviation Team, Development Bank of Japan Inc.
Jasper Tan
Executive Director, Global Transportation, OCBC
Charles Zhou
Head of Aviation Finance, Natixis CIB
Moderator
Simon Collins
Partner, Watson Farley & Williams

Main Agenda

  • 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? 
Ulrike Ziegler
President, impact
Tony Khan
President, DHL Japan
Fabrice Espinosa
Founder & CEO, Asia SAF Association
Moderator
Eduardo Mariz
Sustainability Lead, Ishka

Main Agenda

  • 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
Yasutoshi Miyamoto
General Manager, Responsible Investment Strategy Office, Nippon Life
Mari Yamazaki
Vice President, Crédit Agricole CIB
Clovis Peryer
Principal, Peryer Law
Moderator
Kosuke Kanematsu
Consulting Partner, ERM