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Agenda Overview

AFJ Japan 2019 Day One: Thursday, April 11, 2019

8:00AM Registration open
9:00AM Chairman’s opening remarks
Rikan Miura, Chief Secretary to the President, Development Bank of Japan
9:10AM Macroeconomic brief: Preparing for the unexpected
  • Will there be an increase or decrease in Japan's aviation traffic and why?
  • What can the Ministry of Economy, Trade and Industry do to promote the growth of the aviation industry in Japan?
  • How does METI see the MRJ project? And how will the MRJ project make an impact on the aviation industry?
Hiroyuki Hatada, Director, Aerospace and Defense Industry Division, METI
9:30AM DBJ presentation: Another strong year for the Japanese aircraft financing market
  • The upward momentum of the Japanese economy as a strong driving force for the aviation sector
  • Performance of legacy carriers and LCCs in Japan and how they compare with their peers in Asia
  • Amount of capital from Japanese regional banks and institutional investors contributing to the aircraft financing market
  • The global strategy of Japanese financiers
Daisuke Tsubokura, Vice President, Development Bank of Japan
9:50AM Presentation: Overview of recent technological developments in aviation finance
  • Digital aerospace parts platforms
  • Blockchain technology utilization
  • Smart contracts
Takashi Maeda, Senior Manager, Deloitte
Anthony Day, Chief Operating Officer, Deloitte EMEA Blockchain Lab
10:10AM Networking break
10:40AM MRJ presentation: Preparing to enter service in 2020
  • The market demand of regional jets worldwide and in Asia
  • What are the competitive advantages of MRJ?
  • Process and schedule for deliveries
Jorge Abando, Vice President Marketing, Marketing & Strategy, Mitsubishi Aircraft Corporation
11:00AM Panel: Airlines and lessors tapping into the increasing demand for Jolco equity
  • What are the key success factors in financing with JOLCO structure?
  • The financing mix for 2019 and the amount of funding from Asia
  • What are the key strengths and constraints of JOLCO compared to the various available financing products?
  • How oil price volatility, currency risks and interest rate hikes are affecting airlines’ business operations
  • What role is the Japanese market playing in meeting the financing requirements of airlines and lessors?
Nirmal Govindadas, SVP-Corporate Treasury, Emirates Airline
Murat Seker, Chief Financial Officer, Turkish Airlines
Markus Ott, Head of Corporate Capital Markets, Deutsche Lufthansa AG
Andre Bender, Director, Corporate Finance, Cargolux Airlines International S.A.
11:40AM In conversation: Latest development on LCCs in Japan
  • Will LCCs in Asia expand their capacity to Japan?
  • Fleet financing and aircraft utilisation strategies
  • Decision to buy or lease
Andy Suzuki, Chief Financial Officer, Jetstar Japan
James Rhee, Chief Advisor, Aero K
Peter Negline, Head of Strategy and Market Research, BOC Aviation
Jean-Pierre Stainnack, Senior Vice President Sales - Japan, Airbus
12:05PM Panel discussion: Are we expecting a steady trajectory of lessor M&A deals moving forward?
  • What is the motivation for Japanese capitals to get involved in the latest round of lessor consolidation?
  • What benefits can M&As bring to lessors?
  • What underlying risks do lessors need to be aware of when financing deals?
  • Primary financing trends for lessors in the coming year
James Meyler, Chairman & Chief Executive Officer, ORIX Aviation Group
Hani Kuzbari, Managing Director, Novus Aviation Capital
12:40PM Lunch
2:00PM Panel discussion: How is the capital market evolving to attract new investors?
  • What are the latest innovations in aircraft ABS structures?
  • How and why are equity investors becoming increasingly involved in aircraft securitisation?
  • Risk and return proposition for new investors motivated by more liquid e-notes
  • Opportunities for Japanese investors in the capital market
  • Should there be more aviation related listings on the Tokyo Pro-Bond market?
Richard Finlayson, Managing Director, Head Of Asset Finance Asia, Deutsche Bank
Laura Mueller, Managing Director, Airfinance Journal
Fumihiro Honda, General Manager, Strategic Marketing Department, Japan Credit Rating Agency
2:40PM Panel discussion: What is lenders’ next move?
  • Mitigating currency risks
  • Lenders’ syndication strategy
  • Portfolio vs single aircraft loan arrangements
  • What are the strategies of Japanese mega-banks after 7-8 years in the market?
  • Are Japanese banks moving from credit to asset-based lending?
Yoichi Hirotani, Managing Director and Head of Tokyo Branch, DVB
Nikolai Lvov, Director, Global Aviation – Asia Pacific, Citi
Isaac Sakata, General Manager, Transportation Department, Sumitomo Mitsui Banking Corporation
Hiroshi Shinkai, Head of Asset Finance Team, Structured Finance Department, Sumitomo Mitsui Trust Bank, Limited
Pierre Briens, Managing Director, Head of Aviation, Transportation Sector, Investment Banking Asia Pacific, BNP Paribas
Akira Yashiro, Vice President, Development Bank of Japan
3:20PM In conversation with Japanese regional banks
  • What continues to drive the interest of Japanese regional banks in the aviation sector?
  • Regional banks’ capacity for airline credit risks and aptness of asset type
Akira Yashiro, Vice President, Development Bank of Japan
Takaaki Nakanishi, Manager, Tokyo Business Division, Hyakugo Bank
Takashi Morino, Head of Aviation & Project Finance Department, Asset Finance Unit, Institutional, International & Investment Banking Division, The Tokyo Star Bank
3:40PM Networking break
4:10PM JOLCO panel: The further growth of equity investors’ appetite for JOLCO
  • What is driving JOLCO market growth?
  • Is JOLCO still competitive with lower cost financing options available in the market? How can JOLCO stay competitive?
  • Is the combination of JOLCO equity and capital market products a developing trend?
  • Are we seeing an increase in large-ticket investors? Will this increase the number of portfolio transactions?
Takahiro Matsumoto, Executive Officer, General Manager, Structured Finance Department 1, FPG
Thierry Pierson, Co-Owner, Managing Director, Asset Brok'Air International
Simon Collins, Partner, White & Case LLP
Ali Ben Lmadani, Chief Executive Officer, ABL Aviation
4:50PM JOL panel: Why is JOL of interest to Japanese investors?
  • What is the purpose and expected return of JOL investors?
  • How do aircraft compare with other asset classes?
  • Residual value risk management
  • Deal structure and duration management
  • Key considerations in choosing the right asset manager
Gary Fitzgerald, Chief Executive Officer, Stratos
Martin Bouzaima, Chief Executive Officer, FPG Amentum
Shin Watanabe, Managing Executive Officer, Head of Transportation Business Unit, Sumitomo Mitsui Finance and Leasing
Rion Sato, Executive Officer, Head of Aircraft Leasing Department, JP Lease Products & Services Co., Ltd.
Stuart Hatcher, Chief Operating Officer, IBA Group
5:30PM Close of day one followed by cocktail reception

AFJ Japan 2019 Day Two: Friday, April 12, 2019

8:30AM Registration open
9:00AM Chairman’s opening remarks
Hani Kuzbari, Managing Director, Novus Aviation Capital
9:10AM The post OEM integration era: In conversation with Airbus
  • What are the opportunities and constrains of OEM integration for airline customers?
  • Production rate and response to engine issues
  • Solutions for ultra-long-haul routes
Antonio da Costa, Vice President Product Marketing, Airbus
9:25AM Panel discussion: Regional jet and turboprop update
  • Demand for regional jets in Japan and best suited models
  • The prospects of turboprop market and the competitive positioning of the ATR72 and Q400
Adam Young, Marketing Director, Asia Pacific, Embraer
Ross McKeand, Head of Airline Marketing, Asia-Pacific and China, Bombardier
Jiro Koda, Vice President Business Development Dept. 1, ATR
10:00AM Networking break
10:30AM Panel: New engine in facilitating engine investment from Japanese capital
  • What explains the increase of Japanese capital in engine investment?
  • New engine technologies and lessons learned with the introduction
  • Financing solutions for new engine technologies
  • MRO strategy for engine manufacturers
Debra Erni , Partner, Pillsbury Winthrop Shaw Pittman LLP
Bruce Ross, Senior Vice President, Legal, Engine Lease Finance Corporation
Paul Finklestein, Vice President Marketing, Pratt & Whitney
Mathieu Gouache, LEAP Product Marketing Director, CFM
11:00AM In conversation: General aviation market in Japan
  • Size of the general aviation financing market in Japan and future developments
  • How general aviation is participating in the JOLCO and JOL transactions
  • Liquidity and residual value risk of assets
Hitoshi Tsuchiya, Innovation and Global Business Division 1, Showa Leasing Co. Ltd.
Hiroshi Higashiyama, Representative Director, Universal Aviation
Daniele Alzetta, Head of Region, North East Asia, Leonardo
Tomoo Nakayama, Chairman & Director, ITC-AeroLeasing, Inc.
11:30AM Close of day two