Join us at the 4th Floor of the Convene to register and collect your delegate badge. Coffee and refreshments will be provided to kick off the networking!

Industry consolidation and strategic partnerships are reshaping aviation finance. This session will explore the forces driving mergers, acquisitions, and joint ventures across airlines, lessors, and investment platforms. From restructuring pressures to scaling for growth, hear what trends will shape the next wave of transactions in the sector.

How has the last 12 months been for leaders in leasing - up, down, smooth? What has been keeping the C-Suite awake?

• Tariffs and geopolitics from the front line – how has your business been most impacted?
• Aircraft shortages – what strategies have you employed to tackle this issue? How have retirement ages of aircraft been affected? What is the 'best' age to retire aircraft now?
• What has been your biggest challenge from costs increasing,  engines or maintenance?
• Lessors can either sell or expand into side asset classes; How important has AUM become? 
• There is new capital flowing into the market, where can it flow to?

• With more capital coming into the sector, how is the market landscape evolving?
• What's the tipping point: Understanding the switch from a sellers to a buyers market. 
• How can you mitigate policy risk as a an aircraft buyer?
• What caveats are we seeing entering into deals?
• What sort of portfolios are we seeing?

• Have tariffs had a positive effect – eg mid life asset values?
• ABS debt investors – how and what is their appetite?
• What’s the attraction for lessors?
• Have market conditions settled to allow a full capital stack – equity sales and e-note deals?
• Programmatic vs Opportunistic Issuers – what are the market conditions for each, and is there a situation that suits both?
• What tweaks or innovations can be absorbed into new structures to bring in new investors to aviation?

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.

Global investment decisions hinge on knowing where the macro winds will blow. In this essential session, Bloomberg economists Eliza Winger and Ana Andrade dissect evolving labor market trends, inflation pressures, and discretionary spending across the US and Europe. Gain insight into the forces shaping travel demand, with a forward-looking forecast into 2026.

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?

Back by popular demand—with a twist. In this high-energy, interactive session, we flip the script and put the spotlight on the lenders.

Three fictional—but highly plausible—aviation finance deals will be pitched live to a panel of leading banks. Will they fund it? Will they walk away? And what will they demand to make the deal work?

Expect sharp analysis, real-time reactions, and a few surprises as we explore how lenders are assessing credit risk, structuring terms, and navigating today’s capital markets. It’s part education, part entertainment—and 100% relevant to anyone structuring deals in 2025.

This fireside chat with Carlyle Aviation Partners' CEO, Javier Meireles, will spotlight the firm’s evolving leadership strategy and reflect on how the platform’s scale and expertise are leveraged in today’s dynamic market. The discussion will cover opportunities in core and adjacent businesses, responses to industry consolidation, and approaches to risk management amid global economic uncertainty. Attendees can expect candid insights on asset values, lease rate dynamics, the future of aviation debt financing, and the competitive edge required to deliver value and resilience in the years ahead.

As interest rates remain elevated and delivery delays persist, airlines are rethinking how they finance their fleets—and how long they hold onto them. This session brings together senior airline finance and fleet executives to share how they’re balancing debt and lease strategies in today’s capital environment.

• Diversifying funding sources: Weighing up the best options for airlines in today's supply-constrained environment. 
• What lessors and lenders need to understand about airline priorities in 2025.
• How airlines are managing lease extensions amid capacity constraints and aging aircraft? Has thinking changed behind the cost of capital vs. operational flexibility?

The Ishka Gameshow is back and better than ever. Don't miss out for fireworks and extravganza like never before... Watch this space.