FCS Dublin - Timetable

Summit Programme: Aviation Finance Conference

3^th October 2018

Time Slot	Event
09:00	THE AVIATION FINANCE CONFERENCE 2018 Plenary Session (Shared with Financial Centres Conference. FCSDublin, 2018)
09:45	Coffee & Welcome in Concourse/Exhibition area of The Hibernia Conference Centre
10:00	The Aviation Finance Analysts & Strategists Forum 2018 Topics on the agenda: Setting the Agenda for 2019. What type of year is coming into prospect? To 2025 and beyond - will there be fundamental shifts in the composition of the aviation capital market? What will aircraft leasing's share be in 2025? What really will be the impact of interest rates in the short to medium term? The Supply/Demand balance of capital and aircraft - predictions for 2025 and before Participants Helane Becker, Managing Director, Industrials/Consumer - Airlines, Cowen. Betsy Snyder, Director Corporate & Government Rating S&P Global Ratings Chairperson: Joe Gill, Contributing Editor, Aviation Finance. More information Helane Becker Managing Director, Industrials/Consumer - Airlines Cowen More information Betsy R. Snyder Director Corporate & Government Rating S&P Global Ratings More information Joe Gill Contributing Editor Aviation Finance
10:40	Major Lessor Business Models Focus: Case Study: CDB Aviation's CEO & President Peter Chang - On Stage Interview with Aviation Finance's John Stanley More information Peter Chang President and CEO CDB Aviation
11:05	Major Lessor Case Study: Aengus Kelly, CEO AerCap: On Stage Interview with Aviation Finance's Contributing Editor, Joe Gill More information Aengus Kelly Chief Executive Officer and Executive Director AerCap
11:30	Lessor Business Models Focus Peter Barrett, CEO, SMBC Aviation Capital, On Stage Interview with Aviation Finance's Contributing Editor, Joe Gill More information Peter Barrett CEO SMBC Aviation Capital
11:55	Commercial Aircraft Trading Forum Focus on Trading Matters, risk, deals, and value Participants (Confirmed to date:) John Leenane, Head of Trading, CDB Aviation. Bart Ligthart, Head of Trading, AerCap Alan Buckley, SVP Aircraft Trading, GECAS More information Bart Ligthart Head of Trading and Portfolio Management AerCap More information John Leenane Head of Trading CDB Aviation More information Alan Buckley SVP Aircraft Trading GECAS
12:45	Luncheon: Sitdown luncheon served in Castle Hall at The Hibernia Conference Centre
14:00	Deploying Capital in aircraft and aviation Interview: the view from Brazil John Slattery, President & CEO, Embraer Commercial Aviation - On Stage Interview with Aviation Finance's Joe Gill. Panel discussion: Topics on the agenda: The supply/demand balance and the opportunities and role of asset managers Investment Opportunities, and Risks, in aircraft and aviation Overview of the Aviation Investor Hub and the prospects for 2019-2020 Overview of aircraft owning structures The performance of aircraft as an asset class Listed aircraft leasing equity overview and analysis After tax returns: a) domiciling assets; b) investing in assets. Legal structures Private Equity Overview Debt Securities Overview - ABS and other asset classes Participants: Ruth Kelly, CEO, Goshawk. Bob Morin, Managing Director, AFIC, Marsh Petrina Smyth, Associate Partner, Business Tax Advisory, EY Peter Moylan, Head of Trading, Standard Chartered Aviation Pieter Burger, Partner, Deloitte More information John Slattery President & Chief Executive Officer of Embraer Commercial Aviation and EVP Embraer More information Ruth Kelly Chief Executive Officer Goshawk More information Petrina Smyth Associate Partner, Business Tax Advisory EY More information Robert Morin Managing Director, AFIC Marsh More information Pieter Burger Partner, Financial Services Taxation Deloitte More information Peter Moylan Managing Director - Aviation Finance Standard Chartered Bank
15:15	Supply Side Forum Topics on the agenda: Technicals, technology, finance, and the impact on residual values in 2025 and beyond The Aircraft Markets of 2040; OEM investments Engines New models, backlogs and production discipline Residual value forecasts and the medium term trading environment Procurement Risk - what asset managers need to know Participants: Mal Cowley, Business Development Director, IBA Group David Kerr, Deputy CEO, Eirtech Aviation Services Limited Simon Finn, Senior Vice President, DVB Bank SE More information Mal Cowley Business Development Director IBA Group More information David Kerr Deputy CEO Eirtech Aviation Services More information Simon Finn Senior Vice President DVB Bank
15:50	Coffee & Refreshments in Concourse/Exhibition area of The Hibernia Conference Centre
16:10	Airline Fleet Financing Strategies
16:10	CFO Forum: Ryanair's Capital Markets Strategy, On Stage Interview with Aviation Finance's Joe Gill. How airlines will fund fleets in the next decade; How the future is differing from the past Neil Sorahan, Chief Financial Officer, Ryanair. More information Neil Sorahan Chief Financial Officer Ryanair
16:30	Airline Fleet Financing Strategies : Own v Lease Topics on the agenda: Debt v Equity New accounting standards and impact on debt measures Narrowbody v widebody financing Are we in an aircraft buyers or sellers market? Participants: Simon MacAllister, Partner, EY. Mark O'Kelly, CFO, ASL. Kieran O'Keefe, Managing Director, Aviation Financial Consultancy, DVB Bank. More information Simon MacAllister Partner EY More information Mark O'Kelly Group CFO ASL Aviation Group More information Kieran O'Keefe Managing Director, Aviation Financial Consultancy DVB Bank
17:15	Conclusions

Gold Sponsor

EY is a leader in shaping the financial services industry. Over 30,000 EY people are dedicated to financial services, serving the banking and capital markets, aviation finance, insurance, and wealth and asset management sectors. At EY Financial Services, there is one shared focus - to build a better financial services industry, not just for now, but for the future.

Gold Sponsor

Headquartered in Dublin with offices in London, New York, Palo Alto and San Francisco, more than 650 people work across Matheson's five offices, including 80 partners and tax principals and over 350 legal and tax professionals. Matheson concentrates on serving the Irish legal needs of internationally focused companies and financial institutions doing business in and from Ireland. Matheson's clients include the majority of the Fortune 100 companies and over half of the world's 50 largest banks. Matheson has worked closely with some of the world's largest tech multinationals and high-profile start-ups advising 7 of the top 10 global technology brands.

Gold Sponsor

CDB Aviation Lease Finance DAC is a wholly owned Irish subsidiary of China Development Bank Financial Leasing Co, which in turn is part of the world's largest development finance institution. As a full-service lessor, CDB Aviation offers a wide array of valuable services to airlines, from traditional operating leases, to fleet renewals, to structured financings. With a portfolio of the most sought after aircraft types, CDB Aviation offers innovative and cost-effective leasing solutions that support its airline partners to realize their goals.

Silver Sponsor

Ireland's inward investment promotion agency, the IDA, is a non-commercial, semi-state body promoting Foreign Direct Investment into Ireland through a wide range of services. We partner with potential and existing investors to help them establish or expand their operations in Ireland.

Silver Sponsor

A proven partner to some of the world's most successful and innovative investment managers in the funds business, Northern Trust has over 30 years' experience administering the full spectrum of investment strategies across; traditional and alternative asset classes including hedge funds, fund of hedge funds, private equity funds, and real estate funds. In addition we offer wide ranging support for tax-transparent funds.

Silver Sponsor

Invest Northern Ireland (Invest NI) is Northern Ireland's regional economic development agency. It is a non-departmental public body (NDPB) of the Department for the Economy (DfE). As the regional business development agency, Invest NI's role is to grow the local economy. It does this by helping new and existing businesses to compete internationally, and by attracting new investment to Northern Ireland.

Bronze Sponsor

Objectway is a leading provider of financial software and digital solutions to the worldwide financial services industry, with clients in 15 countries. Its award-winning software platforms are the trusted choice of leading wealth and investment management firms across the globe - from EMEA to Canada to Central America. From its offices in Italy, the UK, Belgium, Ireland and South Africa, Objectway has more than 500 employees supporting approximately 100,000 investment professionals to manage more than one trillion euros in wealth.

Bronze Sponsor

IBA is a leading independent aviation consultancy advising a broad mix of lessors, operators, financiers and investors. Operating globally, we inform decision making and support operations across the aviation spectrum. Supporting strategic investments, managing aircraft, advising on expansion, or driving efficiency improvements, our mix of intelligence gathering, analysis, proprietary data, technical expertise and decades of aviation experience delivers value across aviation opportunities and challenges.

Bronze Sponsor

The Irish Maritime Development Office (IMDO) is Ireland's national dedicated development, promotional and marketing agency for the shipping and shipping services sector

Bronze Sponsor

Walkers is a pre-eminent financial services law firm. We provide market leading Irish legal, tax, listing and professional services solutions to domestic and international financial institutions, investment managers, private equity groups and corporations. The firm has a considerable global presence with ten offices, 95 partners and more than 700 staff providing a 24/7 service to our clients

Summit Programme: Aviation Finance Conference

09:00

THE AVIATION FINANCE CONFERENCE 2018

Plenary Session (Shared with Financial Centres Conference. FCSDublin, 2018)

09:45

10:00

The Aviation Finance Analysts & Strategists Forum 2018

10:40

Major Lessor Business Models Focus: Case Study:

11:05

Major Lessor Case Study:

11:30

Lessor Business Models Focus

11:55

Commercial Aircraft Trading Forum

12:45

14:00

Deploying Capital in aircraft and aviation

15:15

Supply Side Forum

15:50

16:10

Airline Fleet Financing Strategies

16:10

CFO Forum: Ryanair's Capital Markets Strategy, On Stage Interview with Aviation Finance's Joe Gill.

16:30

Airline Fleet Financing Strategies

Own v Lease

17:15