It has been an interesting year since we last met. How has the last 12 months panned out and what are the implications for the next:

• Tariffs
• Geopolitical Themes
• GDP growth
• Political analysis – what potential risks could impact airlines – US tourism.
• Interest rate scenarios

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?
• 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?

• Is aircraft leasing a standalone asset class?

• What are the metrics for valuing a platform - assets, management....?
• Is there evidence of a burgeoning secondaries market or are recent transactions just a coincidence?
• What is most attractive about aviation leasing - returns, exit strategies, ever-growing market?
• Can investors really avoid sweet & sour?
• What approach does your institution take and why does leasing suit - co-investment, access to management, credit provision......?
• What market evolution will be discussed in 12 months?

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.

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.

We’ll explore:

• How airlines are weighing the cost of capital vs. operational flexibility
• The evolving role of sale-and-leasebacks and direct lending in fleet planning
• How airlines are managing lease extensions amid capacity constraints and aging aircraft
• What lessors and lenders need to understand about airline priorities in 2025

Expect candid insight into how airlines are navigating a capital-constrained world—and what that means for the future of aircraft ownership and leasing.

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.

Unwind and connect after the day's insightful discussions.