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