Sheila Kahyaoglu
Sheila Kahyaoglu
Speaker
Managing Director, Aerospace & Defense and Airlines Equity Research

Jefferies Group

United States

Sheila Kahyaoglu is a Managing Director in Equity Research at Jefferies, covering the Aerospace and Defense sector. She joined in March 2012. Ms Kahyaoglu was ranked #2 in Institutional Investor's All-America Research poll in 2020 after being Runner-up in 2019. She was ranked Rising Star in the 2015 and 2014 polls. Before joining Jefferies, Ms Kahyaoglu was a research analyst at Credit Suisse, covering the Electrical Equipment and Multi Industry (EE/MI) space. From 2005 to 2008, she was a Leveraged Finance analyst at JPMorgan. Ms Kahyaoglu holds a BA in Economics from New York University.

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Sessions

Stream

  • What assets and credits are likely to appear in the next wave of aircraft ABS portfolios?  
  • What asset types have performed better than others and why?     
  • Will more diverse portfolios be a selling point or not for future deals?
  • Assessing the quality of lessee and aircraft that investors are willing to accept now. 
  • Are we likely to see older portfolios come to the market?     
  • What can the industry expect to see in 2022?
  • What opportunities are created for investors?
Kevin MacLeod
Shareholder, Head of New York Capital Markets Group, Vedder Price
Bob Bengtson
Managing Director, Goldman Sachs
Sheila Kahyaoglu
Managing Director, Aerospace & Defense and Airlines Equity Research, Jefferies Group
Moderator
Gillian Kelly
Partner, KPMG Ireland