Simon Goodson
Simon Goodson
Speaker
Chief Executive Officer

AerFin

United Kingdom

Upgrade to initiate conversation first

Upgrade
Main Stage

Midlife, Part-Out & Value Shifts: Navigating the Second Life of Aircraft

Eddie Browne
Senior Vice President Trading,
Aergo Capital
Matheus Piorino
Director, Head of Customer Finance,
Embraer
Simon Goodson
Chief Executive Officer,
AerFin
Moderator
Marie Ryan
Head of Commercial Insights,
Avolon

As the market recalibrates around supply chain constraints, rising maintenance costs, and shifting demand for narrowbody and widebody assets, midlife aircraft are taking center stage. This session explores how investors, lessors, and teardown specialists are rethinking asset strategies—from lease extensions to part-out economics. This session will unpack:

  • The evolving economics of midlife aircraft in a supply-constraint enviroment.
  • How part-out strategies are being optimized amid rising demand for used serviceable material (USM)
  • The impact of fleet renewal delays on aircraft values and secondary market dynamics
  • What investors need to know about residual value risk and end-of-life planning

Whether you're managing a midlife portfolio or eyeing teardown opportunities, this session will deliver the insights you need to make smarter, value-driven decisions.

Ishka Forums

Open Forum | Beyond EBITDA: What Investors Should Know About USM and MRO

Simon Goodson
Chief Executive Officer,
AerFin
Steven Ades
Chief Financial Officer,
Aerfin

Exclusive. Insightful. Actionable.

For aviation’s sharpest investors, the real story on value creation in MRO and USM is never found on a balance sheet alone. This session goes deeper—challenging conventional metrics and spotlighting the strategic cultures that drive outlier returns, rapid innovation, and enduring competitive edge.

Join industry decision-makers for an insider discussion revealing:

  • How elite technical teams leverage culture to accelerate change, unlock supply chain resilience, and outmanoeuvre disruption - while competitors chase standard EBITA margins.
  • The subtleties behind aftermarket strategy: why firms winning in USM aren’t just “cheaper” but smarter in risk management, staff engagement, and decision velocity.
  • What sophisticated investors look for - signs of leadership credibility, adaptability to regulation and technology shifts, and organizational traits that make financial forecasts a starting point, not the finish line.
  • Live case studies from technical executives that pull back the curtain on how visionary cultures turn operational complexity into alpha for shareholders.

For those seeking more than surface-level multiples, this session promises an unfiltered examination of the factors that separate the merely profitable from the truly investable.