Abdol Moabery
Abdol Moabery
Speaker
President & CEO

GA Telesis

United States

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Main Stage

Investing in Thrust: Debating Engines as an Asset Class

Abdol Moabery
President & CEO,
GA Telesis
Eduardo Arrufat Reboso
Vice President Marketing & Sales - Engine Leasing Americas,
Rolls-Royce PF
Moderator
Conor McElhinney
Tax Partner,
KPMG

As values surge and shop visit queues stretch into 2026, engines are commanding investor attention like never before. But behind the headline returns lies a more complex story: rising technical risk, OEM dominance, and a market that’s becoming harder to navigate—and harder to exit.

This session brings together leading voices from across the investment and leasing spectrum to debate the future of engine exposure. Are engines a smart hedge in a constrained market, or a structurally risky play in disguise? What does a “good” engine deal look like in 2025—and who’s really positioned to win?

  • How liquid is the engine trading market? What does this for operators? 
  • How are operators and lessors adapting their asset trading strategies to capture value in a market of surging engine prices and prolonged shop visit timelines?
  • Are engines still delivering superior returns compared to airframes? How are investors pricing in shop visit inflation, turnaround delays, and OEM parts scarcity?
  • What’s the outlook for lease rate factors and residual values in the next 3–5 years? How are engines performing in ABS pools and structured finance deals?
  • What does a 'smart' engine investment look like today?
Ishka Forums

Investor Forum | Engines as an Asset Class Masterclass

Jeff Lewis
CEO,
Hanwha Aviation
Abdol Moabery
President & CEO,
GA Telesis

Aircraft engines are at the heart of aviation value creation, representing both the industry’s largest cost driver and one of its most durable investment classes. With long-term service agreements, high barriers to entry, and a growing focus on fuel efficiency and sustainability, engines offer investors unique exposure to recurring revenues and technology-driven returns.

This session will examine where the most compelling opportunities lie across the engine lifecycle — from leasing and part-out markets to MRO partnerships and OEM-driven growth — and assess how shifts in fleet renewal, financing structures, and aftermarket demand are influencing valuations.

Pre-registration required.