How do investors ride out this wave to optimise returns?

• Where are the most promising opportunities for alternative investors to play in aviation as the market begins to recover?
• A lot of available capital is driving down returns for certain parts of the market. Where can investors still find premium and what is the relative value?
• Expectation vs reality: what are the risks that are not being rewarded right now?

Patrick Clancy

Principal, KKR

Wilhelm Steinmark

European Head of Aviation Lending, Direct Structured Credit & Capital Markets, Castlelake

Derek Wong

Head of Investec Aviation Debt Funds, Investec

Jennifer Villa Tennity

Executive Director & Group Head, Ashland Place Finance

Moderator

Yevgeniya Levitin

Managing Director, Head of Aviation, America, Natixis CIB Americas

• Exploring how the lending landscape has changed. 
• Has the vacuum left behind by the banks been sufficiently filled by alternative lenders and investors?
• Are the banks able to offer better pricing than these new platforms?
• When will secondary aircraft trading pick-up again?
• How will sponsored leasing platforms continue to grow market share now that the traditional banks are returning to the market?

Armin Rothauser

Head of Lending & Partner, Castlelake

Christian Wolff

Head of Syndicate & Investor Markets, Helaba

Moderator

Tim O'Connell

Partner & Head of Aviation Advisory, Grant Thornton