TUESDAY | October 5, 2010
 
8:00 - 8:45 am
Registration & Continental Breakfast

8:45 - 9:00       
Welcome & Opening Remarks

9:00 - 10:00  
State of the Industry: The Shape of Aviation Finance Post Financial Crisis
 - Overview of aviation sector post financial crisis
 - A look at current airplane values and lease rates
 - Delivery financing requirements and manufacturer production levels
 - Emerging buyers in this market

Moderator: Marshall Sonenshine, Chairman and Managing Partner, SONENSHINE PARTNERS
Panelists: Domhnal Slattery, Chief Executive Officer, AVOLON
Robert Martin, Chief Executive Officer, BOC AVIATION
Colm Barrington, Chief Executive Officer and Director, FLY LEASING LIMITED
Douglas Steenland, Chairman, ILFC

10:00 - 11:00  
Financing Strategies: Utilizing Capital Markets  in a Recovering Market
How are lessors, airlines, manufacturers, and other aviation companies going about lining up financing for 2011 and beyond?  How have the rules changed for getting credit today? What structured financing options are available in the current market and what financing trends are emerging to get deals done?

Moderator: Phil Baggaley, Managing Director, STANDARD & POOR'S RATINGS SERVICES
Panelists: Jim Clarke, Chief Financial Officer, AIR LEASE CORPORATION
Ron Wainshal, Chief Executive Officer, AIRCASTLE LIMITED
Gregory P. Lee, Managing Director, GOLDMAN, SACHS & CO.
Mark S. Streeter, Managing Director, J.P. MORGAN

11:00 - 11:30  
Refreshments and Ice Breaker Session

11:30 - 12:30 pm
Where is Private Capital Going and Why?
This panel will discuss the latest in private capital trends, including a discussion on aircraft leasing; secured debt; mezzanine financing; and new vs. used equipment; among other debt and equity investment strategies.

Moderator: Aaron Hollander, Chief Executive Officer and Co-Founder, FIRST EQUITY GROUP
Panelists: Pradeep Hathiramani, Principal, KOHLBERG KRAVIS ROBERTS & CO.
Elan Schultz, Managing Partner, QUILVEST
Christopher Chaput, Managing Director, RPK CAPITAL
Evan Carruthers, Partner, HIGH RISK CREDIT MANAGEMENT

12:30 - 2:00  
Networking Luncheon

2:00 - 3:00 
Emerging Markets: Where are the Opportunities and What are the Challenges?
Although the market is on its way to recovery, many predict that real growth will not return to aviation for a few years and that emerging markets will drive the market. This panel will address the opportunities and challenges that lie ahead in emerging markets.

Moderator: Olivier Trauchessec, Head of Aviation Finance Americas, BNP PARIBAS
Panelists: Patrick M. Käufer, Managing Director, Debt Capital Markets, DEUTSCHE BANK SECURITIES
Mathis Shinnick, Chief Executive Officer, HONG KONG AVIATION COMPANY
Michael Weiss, Chief Executive Officer, INVESTEC GLOBAL AIRCRAFT FUND
Charles Fabrikant, Founder and Executive Chairman, SEACOR HOLDINGS INC.

3:00 - 4:15  
The Changing Landscape of Export Credit Agencies
ECAs filled a huge gap left by the private market during the recession. Now new signs of vulnerability and risks are fast emerging at the global level.  The panelists will address how the operations and structures of ECAs will likely adapt in relation to developments in the global trade and financial environment, particularly in light of the current OECD exercise to reshape the 2007 Aircraft Sector Understanding.

Moderator: Louis Emery, Senior Structured Finance Counsel, EXPORT-IMPORT BANK OF THE UNITED STATES
Panelists: Patrice Guindon, Chef de Comptes - Transportation Group, EXPORT DEVELOPMENT COMPANY - CANADA
Gregory P. Lee, Managing Director, GOLDMAN, SACHS & CO.
Kirsten Bartok, VP Global Sales Financing and Structure Finance, HAWKER BEECHCRAFT
Tomoya Sato, Chief Representative, NEXI JAPAN

4:15 - 4:30  
Coffee Break

4:30 - 5:30  
International Recovery: A Closer Look at China
 - Chinese regulatory scheme relating to aircraft finance/leasing
 - The Chinese legal system
 - Repossession following an event of default
 - Repossession in a bankruptcy situation
 - Deregistration and export of aircraft
 - Enforcement of foreign judgment and arbitration award in China
 - Cape Town Convention - what does it offer?

A presentation by:
Liu Yi, Executive Partner, Run Ming Law Office

5:30 - 7:30  
Networking Reception

WEDNESDAY | October 6, 2010

8:00 - 8:45 am
Registration & Continental Breakfast   
 
8:45 - 9:00 
Recap of Day One & Introduction of Day Two
                         
9:00 - 10:15 
Corporate Jet Market: Signs of Recovery?
The US and European markets for corporate aircraft was hurt by the economic downturn; however, business aviation companies are beginning to see opportunities across Asia, Africa, and the Middle East. With new-aircraft prices remaining depressed how much longer will it take before prices return to normal levels and demand for business jets improve significantly? And are corporate jet values more or less volatile than commercial aircraft?

Moderator: David Vandenberg, Director and Team Leader, Business Aircraft, BOMBARDIER AEROSPACE
Panelists: Rudy Tenore, Managing Director, BANC OF AMERICA LEASING
Kirsten Bartok, VP Global Sales Financing and Structure Finance, HAWKER BEECHCRAFT
Barbara Spoor, Corporate Vice President, SAI VALUATIONS
David Anderson, Vice President, Financial & Technical Services, SH&E, an ICF International Company

10:15 - 10:30
Networking Break

10:30 - 11:30 
The Upturn for the Bottom: Capitalizing on the Pre-Owned Aircraft Business
The pre-owned aircraft and parts sales market is unique in its history and may be entering into a perfect storm with increasing production of new aircraft displacing traditional markets for used aircraft. Scarce debt capital has been replaced by sophisticated equity investors who are pursuing investment strategies which may challenge the common precepts of how older aircraft and parts are bought, sold, remarketed and financed. This panel will discuss where this market is headed, how it’s getting there, in addition to addressing factors affecting valuation of used aircraft and parts, import age restrictions, and shortening useful economic lives for aircraft.

Moderator: Andy Golub, Head of Risk Advisory, ASCEND WORLDWIDE
Panelists: Pete Seidlitz, President, BRISTOL ASSOCIATES
Daniel Seymour, President, CANNAE ADVISORS
Abdol Moabery, President & CEO, GA TELESIS

11:30 - 12:00 pm
Looking to Skies Ahead: Forecasting Potential Demand for Aircraft
 - Recap of the past decade for airline industry financial performance
 - Overview of capacity and fleet trends during the last ten years
 - Industry financial outlook and projected fleet requirements for 2011 to  2015
 - Outlook for commercial aircraft as investment vehicles
 - Risk factors for future aircraft values

A presentation by:
Gabor Kovacs, Vice President - Business Consulting, MORTEN BEYER & AGNEW

12:00 pm
Summit Concludes

Additional speakers to be announced. Agenda subject to change.
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