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Airfinance Journal China 2018


Jun
14

14 - 15 June 2018

The St. Regis Shanghai Jingan, Shanghai, China

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Overview Agenda Speakers Sponsors Venue Past events Presentations Airlines: Complimentary Registration 14 June — Inaugural China Awards 2018 13 June — Embraer Commercial Aviation Symposium ASIA 2018 Gallery

Agenda Overview

Day one: Thursday, June 14, 2018

8:00AM Registration and refreshments
8:50AM Chairman’s opening remarks
Ling Li, Global Head, Aviation, Bocomm Leasing
9:00AM Keynote sessions: Risk and return dynamics in the current market conditions
  • Fundamentals of the Chinese economy and the aviation industry
  • Lessees’ credit risk
  • Interest rate hikes and FX volatility
  • Opportunities for leasing widebodies
  • Key drivers for the future growth of lessors
HU Xiaohui, Vice President, Aircraft Leasing Division, Minsheng Financial Leasing
Yongtao Cao, Deputy General Manager - Aviation, Everbright Financial Leasing Co. Ltd.
Ru Li, Senior Vice President, Bocomm Leasing
10:20AM Presentation: C919 and beyond
  • Order books
  • Financing sources for the C919
  • Production and deliveries
  • Pace of C929 development
Xiaoguang Zhang, General Manager of Sales & Marketing Department, Comac
Xiaoguang Zhang, General Manager of Sales & Marketing Department, Comac
10:40AM Networking coffee break
11:10AM China Southern presentation: The largest airlines in China
  • Traffic growth in China
  • Passenger growth – domestic vs. international
  • Creating a leasing platform for servicing the airlines
Bin Yang, General Manager of Finance Division, China Southern Airlines
11:30AM Q&A: The future growth path of a Chinese lessor with a global platform
  • Portfolio expansion
  • Key market segments
  • Airlines’ credit environment
  • The growth path of the Chinese lessors
Moderator: Michael Allen, Asia Finance - Editor, Airfinance Journal
Peter Chang, President&Chief Executive Officer, CDB Aviation Lease Finance
11:50AM Presentation: How can China’s tax regime be made more efficient and competitive?
  • What are the implications of US tax reform to China?
  • Will China deepen its tax reform to incentivise its key industries?
  • What key industries might benefit from future tax reform?
Lewis Lu, Head of Tax, KPMG China, KPMG Advisory (China) Limited
12:10PM In conversation with airlines
  • How will pilot shortages, as well as restrictions on routes and aircraft types, impact start-up airlines?
  • What is the next growth phase for the increasingly profitable airline industry?
  • Allocation of funding sources – USD vs CNY
  • What should airlines do with existing freight capacity?
  • Will the C919 succeed in international markets?
Moderator: Hani Kuzbari, Managing Director, Novus Aviation Capital
Ke Chen, Chief Financial Officer and Secretary of Board, Spring Airlines
Bing Li, Chief Financial Officer, Juneyao Airlines
12:40PM Lunch
2:00PM Presentation: Developing Hong Kong as the aviation finance and leasing hub
  • Tax regime in Hong Kong
  • Steps to nurture local talent to service industry growth
  • What has been achieved and what needs to be done to further develop Hong Kong as the aviation finance and leasing hub
Wallace Lau, Deputy Secretary (Transport), Transport and Housing Bureau, The Government of the Hong Kong Special Administrative Region
2:15PM Presentation: Tax reduction and What next to ascend HK aircraft leasing industry
  • Will there be a future tax reduction to incentivise lessors?
  • Prospect of developing Hong Kong to become a treasury centre for the airline industry
Benjamin Wong, Head, Transport and Industrial, Invest Hong Kong
2:30PM Presentation: How PRC bankruptcy law can protect the interests of lessors
  • Will a default ever happen in China?
  • Lessors’ and lessees’ rights
  • Liability – lessors vs. lessees
  • Termination of lease term and dispute resolution
Yi Liu, Partner, Rui Bai Law Firm
2:50PM Panel: Growth frontiers for lessors
  • How will interest rate hikes affect lessors’ appetite for direct purchasing?
  • New growth paths through SLB, finance lease or portfolio acquisition
Moderator: Sandra Chen, Managing Director, Fontainburg Aviation Capital
Ryan Guo, Vice General Manager, Zhongyuan Aviation Leasing co.,Ltd
Donald Liu, President & CEO, SinoSinga Aircraft Leasing
James J.Z Huang, Deputy General Manager, Aviation Division, China Southern Air Leasing Company Ltd.
Summer Li, General Manager, Aviation, Haitong UT Leasing HK
3:30PM Networking coffee break
4:00PM Presentation: How will the CNY/USD FX rates affect aircraft financing?
Yaqiong Wu, Senior Trader, Global Market Department, Bank of China
4:20PM Panel: Developing an aircraft trading and leasing route via OBOR
  • How to withstand fierce competition
  • Setting up an international platform in Hong Kong
  • Can lessors develop an aircraft trading and leasing route via One Belt One Road (OBOR)?
Moderator: Tejaswi Nimmagadda, Counsel, King & Wood Mallesons
Feng Lin, Managing Director, ICBC Financing Leasing Co., Ltd
Yongtao Cao, Deputy General Manager - Aviation, Everbright Financial Leasing Co. Ltd.
Zhen Xing, Head of Sales and Trading, Aviation, Bank of Communications Financial Leasing CO., Ltd.
5:00PM Overseas lessors’ panel
  • Are there any new structures and new tax incentives in trading?
  • Key drivers of trading activities
  • Opportunities to trade with Chinese lessors and airlines
  • Prerequisites for developing a trading market for the C919
Richard Sinclair, Head of Asia Pacific Sales, DAE Capital
Johnny Lau, Chief Consultant, PwC Aviation Business Services, PwC
Chris Dailey, President and Chief Commercial Officer, Jackson Square Aviation
Bob Roy, Managing Director, Aircraft Financing Solutions Group, Aviation Capital Group
John Cunningham, Head of Commercial, Asia Pacific, CDB Aviation
5:40PM Close of day one and cocktail reception

Day two: Friday, June 15, 2018

8:30AM Registration and refreshments
8:50AM Chairman’s opening remarks
Laura Mueller, Managing Director, Airfinance Journal
9:00AM Presentation: Equity market performance of Chinese airlines
  • Equity valuations: Chinese airlines vs international airlines
  • Institutional investor interest in IPOs of new airlines and LCCs
Sylvain Magne, Managing Director, Head of Advisory and Capital Markets, Transportation & Infrastructure Sector, Investment Banking Asia Pacific, BNP Paribas
9:20AM Presentation: New growth strategies for Chinese lessors
Bo Huang, Chief Commercial Officer, CMB Financial Leasing
9:35AM Presentations: Airbus & Boeing
  • Assessing the widebody exposure in Chinese airlines’ fleets
  • Current order book and delivery of widebodies
  • Future demand for widebodies – airlines vs. lessors
Richard Wynne, Managing Director – China Marketing, Boeing Commercial Airplanes
Joost Van Der Heijden, Head of Marketing, Asia and North America, Airbus
10:10AM Engine OEMs presentations: Production rate and deliveries
  • Production rate vs order book
  • New service package
  • Effect of vertical integration of engine lessors on the parts market
Aaron Yang, Sales Regional GM, CFM International
Christopher Prince, Commercial Manager – Lessors, Rolls-Royce plc
Paul Finklestein, Vice President Marketing, Pratt & Whitney
10:50AM Networking coffee break
11:20AM Panel: The effect of new CAAC regulation on regional aircraft financing market
  • Demand for regional aircraft
  • Domestic traffic forecast
  • How can the new CAAC roles change the regional aircraft market in China?
  • New liquidity and lessors in the regional financing markets
Moderator: Laura Mueller, Managing Director, Airfinance Journal
Guoliang Wang, Managing Director, Aviation Finance, Industrial Bank Leasing Co.
Qi Wang, Chief Representative, China, ATR
Qing Guo, VP, Commercial Aviation Sales and Marketing, Embraer - China
Anders Solem, Managing Director & Head of Marketing, China and North Asia, Nordic Aviation Capital
Ge Wu, Lead Sales Director, Bombardier Commercial Aircraft
12:00PM JOLCO panel: How can airlines and lessors benefit from abundant liquidity
  • What will be the effect of a USD swap rate hike on JPY investors?
  • Will the trend of second-tier airlines and LCCs tapping into the JOLCO market continue due to strong equity demand?
  • Assessing Chinese airlines’ and lessors’ credit for tapping the JOLCO market
  • Investor preference for aircraft types
  • How can the JOLCO investor base be expanded further?
Moderator: Michael Allen, Asia Finance - Editor, Airfinance Journal
Longjiao Jiang, Vice President, Financial Department, ICBC Financial Leasing Company Limited
Shi Lei, Senior Executive Director, FPG Asset & Investment Management Asia
Thierry Pierson, Co-Owner, Managing Director, Asset Brok'Air International
12:40PM Lunch
2:00PM Lenders’ panel
  • Credit fundamentals, balloon risk and the effect of interest rate hike on margin
  • How challenging is it to develop long-term FX and rate hedging products?
  • Assessing lessors’ M&A, JVs and portfolio acquisitions
  • Where is the aircraft financing cycle heading?
Brian O’Callaghan, Partner, Aircraft Leasing Audit, Deloitte
Jasper Tan, Head of Aviation Finance, Asia Pacific, NORD/LB
Kevin Whiting, Deputy General Manager, Sumitomo Mitsui Banking Corporation (SMBC)
Pierre Briens, Managing Director, Head of Aviation, Transportation Sector, Investment Banking Asia Pacific, BNP Paribas
Arnaud Cadilhon, Executive Director, Credit Agricole Corporate & Investment Bank
2:40PM Mega banks panel
  • Aircraft financing for China’s domestic fleet – USD vs CNY
  • Key hurdles for developing onshore FX and rate hedging products
  • With no track record of financing the C919, how can Chinese banks develop an internal rating system to support the C919? Will CNY be the most convenient currency for financing COMAC aircraft? Can the CNH fixed income market play a role?
  • Does China need to develop its institutional investor base to fuel liquidity?  
Moderator: Zhu Limi, Assistant General Manager, Financial Markets Department, Minsheng Financial Leasing
Terry Yang, General Manager, Aviation Finance, Global Finance Department, ICBC
Haitao Zheng, Senior Manager, Transportation, Corporate Banking Department, Bank of China
Fei Long, Deputy Director, Project Appraisal Department I, China Development Bank
3:20PM DCM panel
  • Why are multiple lessors doing large unsecured issuances instead of secured structures?
  • What is the status of the aircraft portfolio securitisation market? Will we see more aircraft portfolio securitisation on mid-age aircraft?  
  • Will Chinese lessors be able to utilise the high-yield market for fund raising?
  • With strong liquidity in the commercial debt market, how can DCM products be made more competitive for Chinese airlines?
Moderator: Anup Mysoor, Managing Partner, Doric
Weili Chen, Head of Capital Markets Aircraft Financing, Standard Chartered
David Yu, Managing Director and Chief Investment Officer, Inception Aviation Holdings
Katie Chen, Director, Financial Institutions, Fitch Ratings
4:00PM Closing panel: tax incentive schemes and choice of location
  • A comparison of tax and policy incentives between major aircraft leasing jurisdictions
  • How will the tax incentive schemes evolve over the next five years?
  • Will aircraft leasing products gradually become more investor friendly and tax-driven?
  • Will there be more FTZs and aviation leasing hubs emerging in South East Asia, the Middle East or North America?
Moderator: Derek Ng, Head of North China, TMF Group
Pieter Burger, Partner, Financial Services Tax, Deloitte Ireland LLP
John Timpany, Partner, KPMG
Wayne Zhao, Asset Finance and Lease Tax Senior Manager, PwC
Dewey Yee, (Left), Aergo Capital Limited
4:40PM Chairman’s closing remarks and close of the conference

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