Aviation has traditionally attracted investors due to the strength of aircraft as mobile assets and the relatively low risk of loss given default in transactions, however, the pandemic has put this stability into question. What is the route to market in aviation now for investors?
Has Covid changed how investors evaluate risk in aircraft investments now given the uncertainty around residual values?
Evaluating the current risk/return profile of aviation in comparison to other transportation/infrastructure sectors.
What are the various routes to market available to investors? How are they accessed? (e.g. public markets, direct lending, debt funds, etc.)
How do investors approach the sector whilst taking ESG considerations/regulations seriously?
The industry is longing to see the back of Covid-19, but its effects are still widely felt. Will there be further waves of airline restructurings following another difficult winter season across Europe and in light of the situation in Ukraine?
How can investors be confident that their assets will be able to be put to work in the case of a default?
How have asset managers de-risked their portfolios in response to the crisis?
What asset types are offering better returns now and how can asset managers mitigate additional risk on these deals?
Should investors choose to lose maintenance reserves, or shorten security deposits to win leases with better airline credits or stick to better deal terms with second-tier carriers?
How important is scale when bidding on deals for portfolios or sale/leasebacks?
Aviation has traditionally attracted investors due to the strength of aircraft as mobile assets and the relatively low risk of loss given default in transactions, however, the pandemic has put this stability into question. What is the route to market in aviation now for investors?
Has Covid changed how investors evaluate risk in aircraft investments now given the uncertainty around residual values?
Evaluating the current risk/return profile of aviation in comparison to other transportation/infrastructure sectors.
What are the various routes to market available to investors? How are they accessed? (e.g. public markets, direct lending, debt funds, etc.)
How do investors approach the sector whilst taking ESG considerations/regulations seriously?
Several lessors have publicly announced they are exploring the possibility of launching an aircraft loan CLO while SALT 2021-1, a debut aircraft loan ABS, achieved an oversubscription across all four series of notes. Our panel examines two very distinct approaches to securitizing aircraft loans and the potential impact on the aircraft financing market.
How do aircraft loan ABS deals differ compared to aircraft leases?
What are the pros and cons of using an ABS vs a CLO when securitizing aircraft loans from an issuer’s perspective?
How thick is the potential deal pipeline?
What key risks should investors be aware of when assessing a pool of aircraft loans?
Several lessors have publicly announced they are exploring the possibility of launching an aircraft loan CLO while SALT 2021-1, a debut aircraft loan ABS, achieved an oversubscription across all four series of notes. Our panel examines two very distinct approaches to securitizing aircraft loans and the potential impact on the aircraft financing market.
How do aircraft loan ABS deals differ compared to aircraft leases?
What are the pros and cons of using an ABS vs a CLO when securitizing aircraft loans from an issuer’s perspective?
How thick is the potential deal pipeline?
What key risks should investors be aware of when assessing a pool of aircraft loans?
Aviation has traditionally attracted investors due to the strength of aircraft as mobile assets and the relatively low risk of loss given default in transactions, however, the pandemic has put this stability into question. What is the route to market in aviation now for investors?
Has Covid changed how investors evaluate risk in aircraft investments now given the uncertainty around residual values?
Evaluating the current risk/return profile of aviation in comparison to other transportation/infrastructure sectors.
What are the various routes to market available to investors? How are they accessed? (e.g. public markets, direct lending, debt funds, etc.)
How do investors approach the sector whilst taking ESG considerations/regulations seriously?
The aircraft ABS market saw an incredible revival at the end of 2021, but how healthy are these structures really? Senior notes fared well in the second-largest year for ABS issuances on record, but C notes and tradeable e-notes have seen limited or no take-up. What implications does this have for aircraft ABS investors going forwards?
How has the performance of pre-covid ABS issuances impacted how new deals are being structured?
Is there still distress in the C tranches? What implications does this have for aircraft ABS investors?
How will new deals need to be structured to entice potential e-note buyers back to the market? Will this happen in 2022?
Will there be a substantial change in how sponsors compose new ABS portfolios this year?
Transitions that would usually take 3-5 years have happened in just a short 1-2 year period. What can the industry expect from aircraft value behaviour, airline capacity levels and passenger demand going forward? Expert analysts from Ishka, OAG and Teneo join forces to chew the fat over their latest insight and forecasting analysis.
OAG insight: how did global airline capacity hold up during Delta and Omicron waves? Is there finally a case for optimism over the 2022 summer season, and how will airlines prepare to operate in response to a potentially sharp uplift in demand?
Teneo forecasting: what is the projected impact of pent-up customer demand? How does passenger demand continue to evolve and what can the industry expect from a resurgence in business travel?
The Ishka view: aircraft values update and summary of key value trend expectations for common aircraft types. What does this forecast mean for market confidence in values, and how does it translate into current aircraft valuations?
The industry has witnessed a transition from conventional bank lending towards new Private Equity/CLO-funded players, but will this shift prove sustainable in the long-term?
An overview of capital market funding options and their applications.
Will the elimination of regulatory capital issues prove sustainable for new debt funds in the long term?
Do non-bank lenders have a reliable strategy to access low-cost financing once traditional bank lenders return to the market?
Will Basel-IV force traditional aviation banks to lend at a higher premium? How will this affect their deal pipelines?
Understanding how banks will contribute to the funding landscape going forwards. Where will they fill in the gaps?
Transitions that would usually take 3-5 years have happened in just a short 1-2 year period. What can the industry expect from aircraft value behaviour, airline capacity levels and passenger demand going forward? Expert analysts from Ishka, OAG and Teneo join forces to chew the fat over their latest insight and forecasting analysis.
OAG insight: how did global airline capacity hold up during Delta and Omicron waves? Is there finally a case for optimism over the 2022 summer season, and how will airlines prepare to operate in response to a potentially sharp uplift in demand?
Teneo forecasting: what is the projected impact of pent-up customer demand? How does passenger demand continue to evolve and what can the industry expect from a resurgence in business travel?
The Ishka view: aircraft values update and summary of key value trend expectations for common aircraft types. What does this forecast mean for market confidence in values, and how does it translate into current aircraft valuations?
How have asset managers de-risked their portfolios in response to the crisis?
What asset types are offering better returns now and how can asset managers mitigate additional risk on these deals?
Should investors choose to lose maintenance reserves, or shorten security deposits to win leases with better airline credits or stick to better deal terms with second-tier carriers?
How important is scale when bidding on deals for portfolios or sale/leasebacks?
Aviation has traditionally attracted investors due to the strength of aircraft as mobile assets and the relatively low risk of loss given default in transactions, however, the pandemic has put this stability into question. What is the route to market in aviation now for investors?
Has Covid changed how investors evaluate risk in aircraft investments now given the uncertainty around residual values?
Evaluating the current risk/return profile of aviation in comparison to other transportation/infrastructure sectors.
What are the various routes to market available to investors? How are they accessed? (e.g. public markets, direct lending, debt funds, etc.)
How do investors approach the sector whilst taking ESG considerations/regulations seriously?
Demand for freighter capacity remains high and shows no sign of slowing, but what opportunities lie ahead to build on this buoyant yet traditionally volatile market?
Understanding key differences between commercial and freighter aircraft financing.
What do financiers and investors need to know before entering the freighter market?
Will there be increased capital markets activity around freighters in 2022?
Will certain aircraft types remain at a price point to make them acceptable to buy for cargo conversions as passenger demand returns?
Addressing sustainability concerns in the rise of air freight capacity: what is the potential for SAF in this space?
Demand for freighter capacity remains high and shows no sign of slowing, but what opportunities lie ahead to build on this buoyant yet traditionally volatile market?
Understanding key differences between commercial and freighter aircraft financing.
What do financiers and investors need to know before entering the freighter market?
Will there be increased capital markets activity around freighters in 2022?
Will certain aircraft types remain at a price point to make them acceptable to buy for cargo conversions as passenger demand returns?
Addressing sustainability concerns in the rise of air freight capacity: what is the potential for SAF in this space?
The industry is longing to see the back of Covid-19, but its effects are still widely felt. Will there be further waves of airline restructurings following another difficult winter season across Europe and in light of the situation in Ukraine?
How can investors be confident that their assets will be able to be put to work in the case of a default?
Aviation has traditionally attracted investors due to the strength of aircraft as mobile assets and the relatively low risk of loss given default in transactions, however, the pandemic has put this stability into question. What is the route to market in aviation now for investors?
Has Covid changed how investors evaluate risk in aircraft investments now given the uncertainty around residual values?
Evaluating the current risk/return profile of aviation in comparison to other transportation/infrastructure sectors.
What are the various routes to market available to investors? How are they accessed? (e.g. public markets, direct lending, debt funds, etc.)
How do investors approach the sector whilst taking ESG considerations/regulations seriously?
The industry is longing to see the back of Covid-19, but its effects are still widely felt. Will there be further waves of airline restructurings following another difficult winter season across Europe and in light of the situation in Ukraine?
How can investors be confident that their assets will be able to be put to work in the case of a default?
The industry has witnessed a transition from conventional bank lending towards new Private Equity/CLO-funded players, but will this shift prove sustainable in the long-term?
An overview of capital market funding options and their applications.
Will the elimination of regulatory capital issues prove sustainable for new debt funds in the long term?
Do non-bank lenders have a reliable strategy to access low-cost financing once traditional bank lenders return to the market?
Will Basel-IV force traditional aviation banks to lend at a higher premium? How will this affect their deal pipelines?
Understanding how banks will contribute to the funding landscape going forwards. Where will they fill in the gaps?
The industry has witnessed a transition from conventional bank lending towards new Private Equity/CLO-funded players, but will this shift prove sustainable in the long-term?
An overview of capital market funding options and their applications.
Will the elimination of regulatory capital issues prove sustainable for new debt funds in the long term?
Do non-bank lenders have a reliable strategy to access low-cost financing once traditional bank lenders return to the market?
Will Basel-IV force traditional aviation banks to lend at a higher premium? How will this affect their deal pipelines?
Understanding how banks will contribute to the funding landscape going forwards. Where will they fill in the gaps?
Demand for freighter capacity remains high and shows no sign of slowing, but what opportunities lie ahead to build on this buoyant yet traditionally volatile market?
Understanding key differences between commercial and freighter aircraft financing.
What do financiers and investors need to know before entering the freighter market?
Will there be increased capital markets activity around freighters in 2022?
Will certain aircraft types remain at a price point to make them acceptable to buy for cargo conversions as passenger demand returns?
Addressing sustainability concerns in the rise of air freight capacity: what is the potential for SAF in this space?
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
Demand for freighter capacity remains high and shows no sign of slowing, but what opportunities lie ahead to build on this buoyant yet traditionally volatile market?
Understanding key differences between commercial and freighter aircraft financing.
What do financiers and investors need to know before entering the freighter market?
Will there be increased capital markets activity around freighters in 2022?
Will certain aircraft types remain at a price point to make them acceptable to buy for cargo conversions as passenger demand returns?
Addressing sustainability concerns in the rise of air freight capacity: what is the potential for SAF in this space?
The industry has witnessed a transition from conventional bank lending towards new Private Equity/CLO-funded players, but will this shift prove sustainable in the long-term?
An overview of capital market funding options and their applications.
Will the elimination of regulatory capital issues prove sustainable for new debt funds in the long term?
Do non-bank lenders have a reliable strategy to access low-cost financing once traditional bank lenders return to the market?
Will Basel-IV force traditional aviation banks to lend at a higher premium? How will this affect their deal pipelines?
Understanding how banks will contribute to the funding landscape going forwards. Where will they fill in the gaps?
Transitions that would usually take 3-5 years have happened in just a short 1-2 year period. What can the industry expect from aircraft value behaviour, airline capacity levels and passenger demand going forward? Expert analysts from Ishka, OAG and Teneo join forces to chew the fat over their latest insight and forecasting analysis.
OAG insight: how did global airline capacity hold up during Delta and Omicron waves? Is there finally a case for optimism over the 2022 summer season, and how will airlines prepare to operate in response to a potentially sharp uplift in demand?
Teneo forecasting: what is the projected impact of pent-up customer demand? How does passenger demand continue to evolve and what can the industry expect from a resurgence in business travel?
The Ishka view: aircraft values update and summary of key value trend expectations for common aircraft types. What does this forecast mean for market confidence in values, and how does it translate into current aircraft valuations?
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
How have asset managers de-risked their portfolios in response to the crisis?
What asset types are offering better returns now and how can asset managers mitigate additional risk on these deals?
Should investors choose to lose maintenance reserves, or shorten security deposits to win leases with better airline credits or stick to better deal terms with second-tier carriers?
How important is scale when bidding on deals for portfolios or sale/leasebacks?
The industry is longing to see the back of Covid-19, but its effects are still widely felt. Will there be further waves of airline restructurings following another difficult winter season across Europe and in light of the situation in Ukraine?
How can investors be confident that their assets will be able to be put to work in the case of a default?
How have asset managers de-risked their portfolios in response to the crisis?
What asset types are offering better returns now and how can asset managers mitigate additional risk on these deals?
Should investors choose to lose maintenance reserves, or shorten security deposits to win leases with better airline credits or stick to better deal terms with second-tier carriers?
How important is scale when bidding on deals for portfolios or sale/leasebacks?
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
The aircraft ABS market saw an incredible revival at the end of 2021, but how healthy are these structures really? Senior notes fared well in the second-largest year for ABS issuances on record, but C notes and tradeable e-notes have seen limited or no take-up. What implications does this have for aircraft ABS investors going forwards?
How has the performance of pre-covid ABS issuances impacted how new deals are being structured?
Is there still distress in the C tranches? What implications does this have for aircraft ABS investors?
How will new deals need to be structured to entice potential e-note buyers back to the market? Will this happen in 2022?
Will there be a substantial change in how sponsors compose new ABS portfolios this year?
Several lessors have publicly announced they are exploring the possibility of launching an aircraft loan CLO while SALT 2021-1, a debut aircraft loan ABS, achieved an oversubscription across all four series of notes. Our panel examines two very distinct approaches to securitizing aircraft loans and the potential impact on the aircraft financing market.
How do aircraft loan ABS deals differ compared to aircraft leases?
What are the pros and cons of using an ABS vs a CLO when securitizing aircraft loans from an issuer’s perspective?
How thick is the potential deal pipeline?
What key risks should investors be aware of when assessing a pool of aircraft loans?
The aircraft ABS market saw an incredible revival at the end of 2021, but how healthy are these structures really? Senior notes fared well in the second-largest year for ABS issuances on record, but C notes and tradeable e-notes have seen limited or no take-up. What implications does this have for aircraft ABS investors going forwards?
How has the performance of pre-covid ABS issuances impacted how new deals are being structured?
Is there still distress in the C tranches? What implications does this have for aircraft ABS investors?
How will new deals need to be structured to entice potential e-note buyers back to the market? Will this happen in 2022?
Will there be a substantial change in how sponsors compose new ABS portfolios this year?
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
The aircraft ABS market saw an incredible revival at the end of 2021, but how healthy are these structures really? Senior notes fared well in the second-largest year for ABS issuances on record, but C notes and tradeable e-notes have seen limited or no take-up. What implications does this have for aircraft ABS investors going forwards?
How has the performance of pre-covid ABS issuances impacted how new deals are being structured?
Is there still distress in the C tranches? What implications does this have for aircraft ABS investors?
How will new deals need to be structured to entice potential e-note buyers back to the market? Will this happen in 2022?
Will there be a substantial change in how sponsors compose new ABS portfolios this year?
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
Several lessors have publicly announced they are exploring the possibility of launching an aircraft loan CLO while SALT 2021-1, a debut aircraft loan ABS, achieved an oversubscription across all four series of notes. Our panel examines two very distinct approaches to securitizing aircraft loans and the potential impact on the aircraft financing market.
How do aircraft loan ABS deals differ compared to aircraft leases?
What are the pros and cons of using an ABS vs a CLO when securitizing aircraft loans from an issuer’s perspective?
How thick is the potential deal pipeline?
What key risks should investors be aware of when assessing a pool of aircraft loans?
Take a seat at the table corresponding to European Airports on your badge for your opportunity to discuss and debate aviation’s hottest topics with industry peers. A range of moderators move around the room with 3 key questions to lead a 10–15 minute informal discussion with each table of delegates on various topics affecting investment in the industry.
Topics include...
ESG in aviation and the introduction of SAF
War in Ukraine: another devastating event
How quickly will interest rates need to rise to tame inflation and avoid a recession?
ESG finance and leasing
What fate lies ahead for problematic widebody types? (B777s, A330s...)
The aircraft ABS market saw an incredible revival at the end of 2021, but how healthy are these structures really? Senior notes fared well in the second-largest year for ABS issuances on record, but C notes and tradeable e-notes have seen limited or no take-up. What implications does this have for aircraft ABS investors going forwards?
How has the performance of pre-covid ABS issuances impacted how new deals are being structured?
Is there still distress in the C tranches? What implications does this have for aircraft ABS investors?
How will new deals need to be structured to entice potential e-note buyers back to the market? Will this happen in 2022?
Will there be a substantial change in how sponsors compose new ABS portfolios this year?
The industry has witnessed a transition from conventional bank lending towards new Private Equity/CLO-funded players, but will this shift prove sustainable in the long-term?
An overview of capital market funding options and their applications.
Will the elimination of regulatory capital issues prove sustainable for new debt funds in the long term?
Do non-bank lenders have a reliable strategy to access low-cost financing once traditional bank lenders return to the market?
Will Basel-IV force traditional aviation banks to lend at a higher premium? How will this affect their deal pipelines?
Understanding how banks will contribute to the funding landscape going forwards. Where will they fill in the gaps?
How have asset managers de-risked their portfolios in response to the crisis?
What asset types are offering better returns now and how can asset managers mitigate additional risk on these deals?
Should investors choose to lose maintenance reserves, or shorten security deposits to win leases with better airline credits or stick to better deal terms with second-tier carriers?
How important is scale when bidding on deals for portfolios or sale/leasebacks?
