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Agenda Overview

Day 1: Tuesday, September 11, 2018

8:00AM Registration & morning refreshments
8:55AM Welcoming remarks by Leeham Co.
9:00AM Introduction to Plane Truths: The Next 12 Months

Nearly every conference takes a medium- to long-term look at commercial aviation trends and events. Plane Truths narrows the focus to the hot issues affecting the industry in the next 12 months. Laura Mueller, Managing Director of Airfinance Journal, and Scott Hamilton, Managing Director of Leeham Co., will kick off this conference with their take on what the issues are in the next year. Then they will lead an interactive event over the next day-and-a-half in lively conversation aimed at getting to the Plane Truths.

9:30AM Airline fleet & finance planning 1

This session will explore the immediate term concerns for the US's most important airlines, concentrating on fleet & financing needs, we'll hear from the airlines themselves which assets are in demand & how they intend to finance them.

Jude Bricker, Chief Executive Officer, Sun Country Airlines
10:10AM What can the aviation industry to do increase diversity in its leadership?
  • The disparity between the number of senior men & women in aviation remains stark, what can the industry to address the issue?
  • Would the aviation finance industry benefit from greater diversity amongst its leading professionals?
  • What steps can be taken in the early stages of careers to facilitate further progression for underrepresented groups?
Paul Sheridan, Chief Executive Officer, Accipiter
10:50AM Morning networking break & refreshments
11:20AM Engine delivery delays: The next 12 months
  • All the engine OEMs are in turmoil. What's happened & when will the problems be over?
  • ETOPS issues & EASA & FAA limited ETOPS.
  • What's the likely fallout?
  • How quickly will the 787 programme recover?
  • More importantly, will the regulators revisit ETOPS approvals for new airplanes?
Richard Goodhead, Senior Vice President, Marketing, Rolls-Royce PLC
12:20PM Networking lunch
1:45PM Engine Knock-on Effect to MRO Shops: The Next 12 Months

The impact of engine delays has been felt not only by potential customers or OEMs, MRO shops have faced a steep task in repairing faulty engines, resulting in an increased MRO turn-time response. How pronounced do we expect this impact to be over the next 12 months?

2:25PM The widebody freighter market
  • Will the B747-8F continue to be built?
  • What value does a cargo nose door have for an airline?
  • Are the B777 and A330 conversion programs going to be successful?
  • Will the B767F have a new career?
  • Are we to expect an increasing market share of belly cargo?
  • What pros and cons do banks see when it comes to financing widebody freighter aircraft?
  • Will we see a growing number of lessors active in this market?
  • What widebody freighter aircraft will the market need in 20 years?
Yves Germeaux, Managing Director, Atoz Aviation Finance
Andre Bender, Director, Corporate Finance, Cargolux Airlines International S.A.
3:05PM Wet leasing opportunities: The next 12 months

With LATAM wet-leasing 747s to cover for 787 delays and HiFly now wet leasing A380s, have current market conditions created a niche for those wishing to provide wet-leasing services? Is this the next aviation cottage industry? 

Sergio Bagorro, Chief Financial Officer, Hi Fly
3:35PM Afternoon networking break & refreshments
4:05PM New life for old planes: The next 12 months
  • Is there a new life for the 777-200ERs currently on dry lease?
  • Boeing Global Services' launch of the 777P2F program.
  • A321P2F
  • A321P2F
4:35PM The new mid-market aircraft - Will this plane fly?
  • Boeing hasn’t made a decision to launch the NMA, but will it give the go ahead?
  • Future of NMA and what does this look like? What is market demand, potential for banks/etc.?
  • Boeing won’t say until it’s ready—here’s an independent market view.
  • What will the Airbus response be?
5:05PM Scope Clauses & the Impact on Bombardier, Embraer & Mitsubishi: The next 12 months
  • In December 2017 the Alaskan Scope Clause negotiations resulted in no changes, however, since then, we know that future negotiations are set with American, Delta & United in 2018/19.
  • What is the future of the CRJ, E175E2, MRJ90?
  • Could Scope Clause renegotiations open up the North American market to the CRJ, as Bombardier has claimed?
  • What's the long life for the E175-E1 plus?
Ross Mitchell, Vice President Commercial Operations, Bombardier Commercial Aircraft
Victor Vieira Dos Santos, Head Of Market Strategy, Embraer
David Tokoph, Chief Operating Officer, Morten Beyer & Agnew
Eddie Jaisaree, Senior Vice President - Sales and Marketing, Mitsubishi Aircraft Corporation America
6:00PM Chairperson's closing remarks
6:05PM Open cocktail reception
7:00PM Dinner - In conversation with John Leahy
John Leahy, Former COO - Customers, Airbus
Scott Hamilton, Managing Director, Leeham Co.

Day 2: Wednesday, September 12, 2018

8:00AM Networking & morning refreshments
9:00AM Aircraft financing: Outlook for both used & new aircraft
9:30AM Real vs theoretical asset values
Steven Gaal, Managing Partner & Co-Founder, Skyworks Capital, LLC
Gueric Dechavanne, Vice President, Commercial Aviation Services, Collateral Verifications
Andrew Kabala, Director, Kroll Bond Rating Agency
10:30AM Morning networking break & refreshments
11:00AM Aircraft trading update: The next 12 months

This session will hear a selection of lessors, appraisers & consultants explore the most pressing issues facing aircraft traders in the coming year, ranging from lease rates, asset values & market trends for both narrow and widebody aircraft.

C.N. (Pete) Seidlitz, President, Bristol Associates inc.
12:00PM United Airlines: The next 12 months

Hear from the President of United Continental Holdings, Scott Kirby discuss the immediate outlook for United, their strategy moving forward & the state of the current US airline industry.

Scott Kirby, President, United Airlines