Examining Ishka’s Q2 Pricing Benchmarking report What are key near-term trading prospects? Is there any update within the young narrowbody space? Which aircraft will remain in storage indefinitely? Are any asset type values recovering faster than expected?

• Examining Ishka’s Q2 Pricing Benchmarking report

• What are key near-term trading prospects?

• Is there any update within the young narrowbody space? 

• Which aircraft will remain in storage indefinitely? 

• Are any asset type values recovering faster than expected?

A quick break in the programme to grab a coffee

An all star panel of aviation experts will be presented with a range of aircraft portfolios. They will then decide what to do with them. Will they Take It or Leave It?

An all star panel of Chief Investment Officers will be presented with a range of aircraft portfolios. They will then decide what to do with them. Who will get the biggest return?

Get up from the desk and have a stretch.....or alternatively you could head over to our sponsor pages and check out a variety of videos and other insightful material.

Can engine shops handle a surge in demand as airlines start flying again? Will this affect pricing? Where does the engine leasing business sit at the start of an up-turn? Are we seeing tighter bids for engines from with investors and MRO shops? If so, for which types? Which engine assets are not seeing any form of recovery yet?

• Can engine shops handle a surge in demand as airlines start flying again? Will this affect pricing?

• Where does the engine leasing business sit at the start of an up-turn? 

• Are we seeing tighter bids for engines from with investors and MRO shops? If so, for which types? 

• Which engine assets are not seeing any form of recovery yet? 

Take 5 to grab a tea or coffee before the next session.

Where is the value for the part out market currently? Which aircraft types are being parted out? Are there any surprises? Is the age of teardown candidates noticeably younger than pre-pandemic? When should part out companies start stocking up for a rise in demand?

• Where is the value for the part out market currently?

• Which aircraft types are being parted out? Are there any surprises? 

• Is the age of teardown candidates noticeably younger than pre-pandemic?

• When should part out companies start stocking up for a rise in demand?

Take 5 to grab a tea or coffee before the next session.

Tackling the widebody conundrum: When will airline demand for twin-aisle pick up? Will narrowbodies like the Airbus A321 XLR be a suitable replacement for many longer distance routes? Is it better to diversify your fleet for different passenger loads or does the LCC single aircraft type model prove most advantageous? How does the industry view the competition between A321 and 737 MAX-10?

• What will future production rates be? How will these affect market dynamics with the existing excess of aircraft? 

• The widebody conundrum: When will airline demand for twin-aisle pick up? Will narrowbodies like the Airbus A321 XLR be a suitable replacement for many longer distance routes?  

• Is it better to diversify your fleet for different passenger loads or does the LCC single aircraft type model prove most advantageous?

• How does the industry view the competition between A321 and 737 MAX-10?

• How will Boeing compete with the A321-XLR? What will their response or lack of response mean for the market and financiers?

Hear the opening remarks from the Ishka producer who created the summit.

Hear the opening remarks from the Ishka producer who created the summit.

Understand what we can learn from lessor collection rates and RPK for the year so far. What is an optimistic and cautious timeline for the industry recovery as of June 2021?

• What is an optimistic and cautious timeline for the industry recovery as of June 2021?

• Do lessor collection rates indicate anything?

• Will airlines have the liquidity to get through the cash burn and turn cash positive?

• What is the story in RPK and travel data for the year so far? 

• Are MRO shop bookings indicating a return to service for most airlines?

• Can previous forecast revisions give us a more nuanced view of the months ahead?

Grab a quick tea or coffee before settling in again for the next session.

Grab a quick tea or coffee before settling in again for the next session.

Are more lessor consolidations on the horizon? What does the market look like for non-investment grade lessors? How does the size of the lessor affect their appeal to airlines? Could mega lessors hoover up all the business? Is there scope for fragmentation rather than consolidation with new players? Ultimately, will market shifts lead to more or less investors in the space? What is the impact of that?

• Are more lessor consolidations on the horizon?

• What does the market look like for non-investment grade lessors?

• How does the size of the lessor affect their appeal to airlines? Could mega lessors hoover up all the business?

• Is there scope for fragmentation rather than consolidation with new players? 

• Ultimately, will market shifts lead to more or less investors in the space? What is the impact of that? 

A great chance to grab a drink or take a look at our sponsor pages.

A great chance to grab a drink or take a look at our sponsor pages.

What do delivery profiles look like over the next 3 to 4 years? How much money is needed and how much will it cost? Assessing the general availability of non-recourse bank debt and other financing options for leasing platforms Will there be a resurgence of OEM financing? How much will ECAs and private supported finance be involved? Do lessors expect to do any financing? What return do investors expect? Is there enough long term visibility to start lending further down the credit spectrum?

• What do delivery profiles look like over the next 3 to 4 years? How much money is needed and how much will it cost? 

• Assessing the general availability of non-recourse bank debt and other financing options for leasing platforms 

• Will there be a resurgence of OEM financing? How much will ECAs and private supported finance be involved? 

• Do lessors expect to do any financing?

• What return do investors expect? 

• Is there enough long term visibility to start lending further down the credit spectrum? 

Have a quick stretch to keep the blood pumping. Or alternatively head over to the delegate list via the main menu and see who you might want to connect with.

Have a quick stretch to keep the blood pumping. Or alternatively head over to the delegate list via the main menu and see who you might want to connect with. 

How are new SLB transactions pricing over the last 12 months? Has this changed much over the pandemic? Has there been an uplift in yield? What is the deal pipeline looking like? How comp etitive is the market and are all lessors competing? Have terms for new SLB deals changed at all?

• How are new SLB transactions pricing over the last 12 months?     

• Has this changed much over the pandemic? Has there been an uplift in yield?     

• What is the deal pipeline looking like? 

• How competitive is the market and are all lessors competing?     
  
  

• Have terms for new SLB deals changed at all?

What types of portfolios are being presented to investors? How deep is the list of potential buyers? Are sellers willing to discount book value and accept market price? Are we seeing the predicted surge of discounted assets hit the market?

• What types of portfolios are being presented to investors?

• How deep is the list of potential buyers? 

• Are sellers willing to discount book value and accept market price? 

• Are we seeing the predicted surge of discounted assets hit the market?

• Has the content of portfolios changed to reflect a shift in investment focus from older technology assets to new?

Take a quick break, or if you missed an earlier session have a look at the agenda page where you can watch everything back on demand at your leisure.

Take a quick break, or if you missed an earlier session have a look at the agenda page where you can watch everything back on demand at your leisure.

Ishka asks a selection of the industry’s best remarketers about the current market.

Ishka asks a selection of the industry’s best remarketers about the current market.

A quick break to recharge before the final sessions of the day.

A quick break to recharge before the final sessions of the day.

A fireside chat disucssing the outlook of lessors in China.

Since launch has the platform been successful? Do airlines have enough incentive to participate? How are people getting comfortable with the platform? How much trading activity has there been to date and what has happened throughout the pandemic? Have there been unseen benefits/downfalls in the system? What is the strategy going forward?

Brief GATS overview and how it’s intended to work

• Since launch has the platform been successful?
• Do airlines have enough incentive to participate?
• How are people getting comfortable with the platform?
• How much trading activity has there been to date and what has happened throughout the pandemic? 
• Have there been unseen benefits/downfalls in the system?
• What is the strategy going forward?