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? 

Stephan Sayre

Co-Chief Executive Officer & Chief Investment Officer, Deucalion Aviation Ltd

Bobby Janagan

Managing Director, Rolls Royce & Partners Finance

Maybel Saleh

Managing Director, EMEA Aviation, Corporate Banking, Citi

Thomas Light

Portfolio Manager, Muzinich & Co.

Moderator

Joe O'Mara

Partner & Head of Aviation Finance, KPMG