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

Format:In-personLocation:Main StageTrack:Main Stage
  • Investing

Boeing estimate the global passenger and freighter fleet will require nearly 44,000 new commercial airplanes by 2043. How will that get financed?

09:40 - 10:15

Understanding Lessor Strategy in the Next Cycle

Format:In-personLocation:Main StageTrack:Main Stage
  • Leasing

10:15 - 10:45

Yield Hunters: Investment Gameshow

Format:In-personLocation:Main StageTrack:Main Stage

10:45 - 11:15

Morning Coffee & Networking Break

Format:In-personTrack:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

11:15 - 11:30

11:30 - 12:00

Allocating Capital: Why Aviation and Where Does It Sit?

Format:In-personLocation:Main StageTrack:Main Stage
  • Investing

12:00 - 12:40

Comparing the Cost of Capital

Format:In-personLocation:Main StageTrack:Main Stage
  • Finance

12:00 - 12:40

The New Model of Investing?

Status:Approval requiredFormat:In-personLocation:Ishka ForumsTrack:Investor Forum
  • Investing

Is there a new model for investing?

12:40 - 13:10

Case Study: Regional Jets

Status:Approval requiredFormat:In-personLocation:Ishka ForumsTrack:Investor Forum
  • Investing

12:40 - 13:10

Private Credit & Aviation: How Investors Are Engaging With Banks & Alt. Lenders

Format:In-personLocation:Main StageTrack:Main Stage
  • Finance

13:10 - 14:10

Networking Lunch

Format:In-personTrack:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

14:10 - 14:20

ABS Investor Perspective

Format:In-personLocation:Main StageTrack:Main Stage
  • Investing

14:40 - 15:15

View from the Tarmac: How are Fleet Managers Getting Capacity?

Format:In-personLocation:Main StageTrack:Main Stage
  • Airlines

15:15 - 15:40

Tariffs & Turmoil: Key Geopolitical Risks for 2025

Format:In-personLocation:Main StageTrack:Main Stage
  • Risk

15:15 - 15:40

Turning Up The Volume: Measuring Aviation Finance Deal Flow

Status:Approval requiredFormat:In-personLocation: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.

15:40 - 16:10

Interactive Networking - Scenario Planning

Format:In-personTrack:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

15:40 - 16:10

Roundtable Networking

Status:Approval requiredFormat:In-personLocation: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:

16:10 - 16:30

Ishka Vista: Turning Industry Headwinds into Tailwinds

Format:In-personLocation:Main StageTrack:Main Stage
  • Investing
  • Airlines

16:30 - 17:00

Cliff Edge or Soft Landing? Debating 2030 Residual Values

Format:In-personLocation: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. Could sustainability concerns also affect residual values?

17:00 - 19:00

Close of Conference & Networking Drinks Reception

Format:In-personTrack:Networking
  • Leasing
  • Finance
  • Investing
  • Airlines

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