Ishka Investing in Aviation: Europe 2025

25 Mar 2025 | London, United Kingdom

Event agenda

Tuesday, 25 March 2025

09:00 - 09:40

Operator Perspective: Financing Aircraft Deliveries

Location:Main StageTrack:Main Stage
  • 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

Location:Main StageTrack:Main Stage
  • 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

Location:Main StageTrack:Main Stage

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

Track:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

11:15 - 11:45

Allocating Capital: Why Aviation and Where Does It Sit?

Location:Main StageTrack:Main Stage
  • 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?

Status:Approval requiredLocation:Ishka ForumsTrack:Investor Forum
  • 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

Location:Main StageTrack:Main Stage
  • 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

Status:Approval requiredLocation:Ishka ForumsTrack:Investor Forum
  • 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

Location:Main StageTrack:Main Stage
  • 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

Track:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

14:00 - 14:15

Presentation | Hunting Returns: How Is Aviation Performing Relative to Other Asset Classes?

Location:Main StageTrack:Main Stage

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

Location:Main StageTrack:Main Stage
  • 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?

Location:Main StageTrack:Main Stage
  • 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

Status:Approval requiredLocation:Ishka ForumsTrack:Aviation Lending Network
  • 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

Track:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

15:50 - 16:15

Roundtable Networking

Status:Approval requiredLocation:Ishka ForumsTrack:Aviation Lending Network
  • 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

Location:Main StageTrack:Main Stage
  • 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

Location:Main StageTrack:Main Stage
  • 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

Track:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

19 results

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