Event agenda
Tuesday, 25 March 2025
09:00 - 09:40
Operator Perspective: Financing Aircraft Deliveries
- Finance
- Airlines
Boeing estimate the global passenger and freighter fleet will require nearly 44,000 new commercial airplanes by 2043. How will that get financed? What are the preferred financing options? Who is winning SLB deals? Is the role of JOL market changing?
4 speakers
09:40 - 10:15
Understanding Lessor Strategy in the Next Cycle
- Leasing
How do lessors see what stage of the cycle the industry is currently in? Where are the opportunities for investors? Is there still a 'shortage' of aircraft in the market?
5 speakers
10:15 - 10:45
Yield Hunters: Investment Gameshow
Equipped with the expertise gleaned from today's sessions, this panel of superstar thought-leaders will gaze into the crystal ball to answer a series of questions to try and accumulate the best returns on their hypothetical portfolio...
5 speakers
10:45 - 11:15
Morning Coffee & Networking Break
- Leasing
- Finance
- Investing
- Airlines
11:15 - 11:45
Allocating Capital: Why Aviation and Where Does It Sit?
- Investing
Who are the LPs in aviation currently? How do they get comfortable? What are the deal length and return expectations? How does aviation fit into an alternatives portfolio?
3 speakers
11:45 - 12:20
Investor Exclusive | The New Model of Investing?
- Investing
This closed-door Forum is a chance to network with established investors in aviation and hear how they got comfortable with the asset class. You must be registered to access this portion of the event.
3 speakers
11:45 - 12:25
Comparing the Cost of Capital
- Finance
Are banks already pricing in Basel IV? Are deals being adapting to accommodate these changes? Could this lead to more demand for ANPI from banks? How does affect the market dynamics for alternative lenders?
5 speakers
12:20 - 13:05
Investor Exclusive | Case Study: Small Commercial Aircraft
- Investing
This closed-door Forum is a chance to network with established investors in aviation and hear how they got comfortable with the asset class. You must be registered to access this portion of the event.
2 speakers
12:25 - 13:00
Private Credit & Aviation: How Investors Are Engaging With Banks & Alt. Lenders
- Finance
What is the potential size of the aircraft financing market over the next 10 years? How will it grow? Does it go more debt? Can banks win more over from the capital markets?
5 speakers
13:00 - 14:00
Networking Lunch
- Leasing
- Finance
- Investing
- Airlines
14:00 - 14:15
Presentation | Hunting Returns: How Is Aviation Performing Relative to Other Asset Classes?
What are the alternatives to aviation for investors today? What are the returns, sizes and terms available? How should investors think about the risk of the different types?
1 speaker
14:15 - 14:45
ABS Investor Perspective
- Finance
- Investing
What do investors need from the ABS product to get more comfortable and go further down the risk spectrum? Has the market been exhausted for equity? What else is needed to make better investment decisions?
4 speakers
14:45 - 15:20
View from the Tarmac: How are Fleet Managers Getting Capacity?
- Airlines
With aircraft supply issues still persisting how are fleet managers keeping their carriers flying?
4 speakers
15:20 - 15:50
Turning Up The Volume: Measuring Aviation Finance Deal Flow
- Finance
This preregistered Forum is chance for financiers and investors to connect and debate the key issues in debt and lending today. To kick things off, there will be a panel discussion on bifurcation in the debt market.
4 speakers
15:20 - 16:15
Afternoon Networking Break
- Leasing
- Finance
- Investing
- Airlines
15:50 - 16:15
Roundtable Networking
- Finance
In this portion of the Aviation Lending Network, attendees can turn to each other to share ideas around the following:
16:15 - 16:45
Tariffs & Turmoil: Key Geopolitical Risks for 2025
- Risk
What are the key risks that could affect air travel and commercial aviation in 2025?
2 speakers
16:45 - 17:15
Cliff Edge or Soft Landing? Debating 2030 Residual Values
- Leasing
This panel of experts will discuss how the current supply/demand imbalance of aircraft and engines will affect residual values when supply normalises towards the end of the decade.
4 speakers
17:15 - 19:00
Close of Conference & Networking Drinks Reception
- Leasing
- Finance
- Investing
- Airlines