THURSDAY | October 20, 2011 8:30 - 9:30 am Registration & Continental Breakfast
9:30 - 9:45 am Welcoming Remarks
9:45 - 10:15 am Macro-Economic Presentation and Industry Impact The U.S. economy has been affected by a series of external factors that brought a modest recovery nearly to a halt. As recently as this January, analysts shared a note of cautious optimism about growth. However, the tone of the second half of the year is in contrast to what many had hoped would be a year of recovery. The opening presenter will address economy trends and provide insight into its general impact on aviation. Following the presentation, various panels will discuss opportunities and strategies for future growth.
Opening presentation by: John Vitale, President, AVITAS
10:15 - 10:45 am Refreshments and Ice Breaker Session
10:45 - 11:45 am State of the Industry Panel: The Shape of Aviation Finance - Overview of leasing trends - A look at current airplane values and lease rates - Financing requirements and manufacturer production levels
Michael J. Inglese, Chief Financial Officer, AIRCASTLE LIMITED
Robert Martin, Managing Director & Chief Executive Officer, BOC AVIATION PTE. LTD.
Colm Barrington, Chief Executive Officer and Director, FLY LEASING LIMITED
Moderated by: Marshall Sonenshine, Chairman and Managing Partner, SONENSHINE PARTNERS
11:45 am - 12:45 pm Financing Solutions Utilizing Capital Markets How are lessors, airlines, manufacturers, and other aviation companies going about lining up financing for 2013 and beyond? How have the rules changed for getting credit today? What structured financing options are available in the current market to get deals done?
John Wikoff, Vice President, Trade, Transport & Infrastructure Finance, GOLDMAN, SACHS & CO.
Mark S. Streeter, Managing Director, J.P. MORGAN
Scott J. Paige, Portfolio Manager, TRILOGY CAPITAL
Moderated by: Betsy R. Snyder, CFA, Director, Corporate & Government Ratings, STANDARD & POOR'S
"This summit is one of the most important meeting grounds for executives of the aviation finance industry today."
- Marshall Sonenshine, Chairman and Managing Partner, SONENSHINE PARTNERS
12:45 - 2:00 Networking Luncheon
2:00 - 3:00 Private Capital: Investment Strategies and the Next Wave of Opportunities This
panel will discuss the latest in private capital trends, including a
discussion on new buyers in the market, high yield and mezzanine
strategies, new vs. used equipment, and a closer look at the next wave
of distressed debt opportunities.
Robert Flowers, Partner, ATALAYA CAPITAL MANAGEMENT LP
David Lloyd, Portfolio Manager, CARLSON CAPITAL, L.P.
Christopher Cantwell, Managing Director and Group Head, CIT LEVERAGED FINANCE - TRANSPORTATION
Reginald L. Jones, III, Managing Partner, GREENBRIAR EQUITY GROUP
Moderated by: Christopher Chaput, Managing Director, RPK CAPITAL
3:00 - 4:00 pm International Lending and Leasing in China's Aviation Market Is
there a role for non-Chinese banks and leasing companies in China's
aviation market? If so, what are the compete and regulatory issues to be
aware of and what options are available to enter this market?
Robert Martin, Managing Director & Chief Executive Officer, BOC AVIATION PTE. LTD.
David Yu, China Chief Representative & VP Asia, LIBRA GROUP
Louis Douady, Head of Aircraft Finance Asia Pacific, NATIXIS TRANSPORT FINANCE
Moderated by: Drew Fine, Partner, Global Transportation and Space Group, MILBANK
4:00 - 4:30 pm Networking Break
4:30 - 5:30 pm State of the European Banking System and Industry Implications The
European bank market has historically provided significant amount of
aviation funding capacity, but the plethora of issues currently faced by
many of the European banks from PIIGS sovereign exposure, to liquidity
pressures, and US funding can potentially affect terms as well as
availability of capital. This session will address some of these
European banking issues and its impact on the aviation finance
landscape.
Adrienne Molloy, Vice President, Asset Finance, CREDIT INDUSTRIEL ET COMMERCIAL
Connie Bock, Managing Member and Founder, SKYBLUE CAPITAL
"You accomplished a very great showing. Speakers were world-class and I think will create great momentum for this event."
- Robert Agnew, Chief Executive Officer, MORTEN BEYER & AGNEW
FRIDAY | October 21, 2011
8:30 - 9:00 am Registration & Continental Breakfast
9:00 - 10:00 am CIVETS: How Can this Set of Emerging Markets Make a Significant Impact? 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 beyond BRIC and
address strategies for viable growth within this new group of emerging
markets.
Patrick Kaufer, Managing Director, DEUTSCHE BANK SECURITIES
Michael Weiss, Head of Aviation, INVESTEC BANK PLC
Moderated by: Robert Agnew, President and Chief Executive Officer, MORTEN BEYER & AGNEW
10:00 - 10:15 am Coffee Break
10:15 - 11:30 The Evolving Role of Export Credit Agencies ECAs
filled a huge gap left by the private market during the recession yet
signs of vulnerability and risks continue to affect access to financing at the global level. Will 2012 be another year during which ECA assistance will be essential? This panel of experts will address how the
operations and structures of ECAs are adapting in relation to new
developments in the global trade and financial environment. Critical
issues and concerns relating to Section 1912 will also be addressed.
Scott Scherer, Senior Vice President, Strategic Regulatory Policy, BOEING CAPITAL CORPORATION
Sergio Novis, Institutional Relations, BRAZILIAN DEVELOPMENT BANK - BNDES
Carl Marcotte, Vice President, Transportation Group, EXPORT DEVELOPMENT CANADA
Louis Emery, Assistant General Counsel for Transportation, EXPORT-IMPORT BANK OF THE UNITED STATES
11:30 - 12:00 pm Closing Presentation: Insurance Mechanisms for Mitigating Investment Risk Traditionally, financial institutions involved in aviation transactions
seek protection via the insurances carried by the aircraft operator.
These insurances as well as insurances specific to the interests of the
financial institutions will be discussed. Common coverages available to
the financial institutions currently include: Residual Value Insurance,
Contingent Hull & Liability Insurance and Repossessed Hull &
Liability Insurance. Beyond these areas, in today's ultra competitive
aviation insurance market, insurers are willing to discuss Political
Risk exposures to the financial institutions as well as potential risks
relating to loss of revenue resulting from loss or damage of physical
asset - beyond actual cost of repair/replacement.
Don Kenny, Senior Vice President, FALCON INSURANCE AGENCY
12:00 pm Summit Concludes The program is subject to change.
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