Cian Coakley
Cian Coakley
Speaker
Chief Revenue Officer

Orix

Ireland

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Main Stage

How are Lessor Leaders Seeing the Next Cycle of Aviation?

Bobby Janagan
CEO,
Rolls-Royce & Partners Finance
Cian Coakley
Chief Revenue Officer,
Orix
Vincent van Tooren
Head of Portfolio Management,
Arena Aviation Capital
Moderator
Kate Newman
Tax Partner,
KPMG
  • How are European investors currently viewing aviation as an asset class, and how has that changed over the past few years?
  • Aircraft ordered today may only be delivered in 3-6 years, how are lessors benefitting from this?
  • As lease rates start to stabilise, are we entering a more disciplined pricing era?
  • Could spare engine leasing or shorter-term higher-yield products move into mainstream portfolios?
Forums

The Aviation ABS Playbook: How a Deal Comes Together

Cian Coakley
Chief Revenue Officer,
Orix
John Kelly
VP - Structured Credit,
Marathon Asset Management
Mick Moroney
Partner,
EY
Wilhelm Steinmark
Head of Aviation, Europe,
Deutsche Bank
Moderator
Niamh Tobin
Partner,
EY
  • What makes an ABS attractive for the various parties; first time issuers versus repeat issuers, asset managers versus platform lessors
  • What Makes a Portfolio suitable for an ABS transaction; Portfolio Construction – WB/NB split, airline credit, aircraft LOIs
  • What are the options when structuring the deal? – asset versus SPV, capital stack etc, E-note structured to sell
  • What is involved in the rating process and what do banks need from the issuer?
  • How does the rating process work?