2024 Presentations:
ELTF Americas & Aero-Engines Americas
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Thank you for attending this year's Aero-Engines & ELTF Americas conference. We hope you enjoyed the event and are already implementing key takeaways.
Below you will find the presentation slides submitted to us. To launch the files simply click on the speakers’ names. Please note that any missing presentations were not made available.
Engine Leasing, Trading & Finance Americas
Wednesday, February 28, 2024
Opening Remarks
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Forecast Part 1: Americas Economic & Air Traffic Outlook
Hear an up-to-date assessment of the economic picture and long-term outlook in the Americas, considering key macro-economic factors including GDP, inflation, currency, oil prices and interest rates.
Forecast Part 2: Engine Fleets & Valuations Building on the economic forecast, what are the knock-on effects of economic conditions on the engine leasing market? This forecast covers airline financials, asset performances and valuations. |
Opening Panel: Certainty of Operations and Market Opportunities
As the engine leasing and trading markets experience an enjoyable boom, namely on legacy, narrowbody engines, what are expectations of mid-life availability through 2024? And how can lessors, traders and maintenance specialists collaborate with operators to ensure asset availability?
- SHARED PRESENTATION
- Moderator: Lee Ann Shay, Executive Editor MRO & Business Aviation, Aviation Week Network
- Eric Crosh, VP Engines Commercial Leasing, AerCap Engines
- Ken Herbert, Managing Director, RBC Capital Markets
- David Rushe, SVP Trading, Aergo Capital
- Mike Stengel, Associate, AeroDynamic Advisory
| Panel Discussion: Engine Lessor Update on Lease Terms & Trends An assessment on lease terms and structures from major engine lessors. Which engines are in demand? What are the surprises of the past 12 months? How are lessors reacting to spare engine demand? How are lessors managing their portfolios between mature and next generation engines?
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Executive Interview
A sit-down interview with senior executives from the investment community.
- Moderator: Joe Anselmo, SVP Content & Editorial Director, Aviation Week Network
- Kristine Liwag, Executive Director, Morgan Stanley
- Chance Fowler, VP Portfolio Management, Aquila Air Capital
| Panel Discussion: PMA: Are Rising Costs and Supply Chain Pressures Moving the Needle on Acceptance? Lead times on new parts, and repair TAT continue to be a bottleneck for engine shops. PMA parts are widely used and provide a potential avenue to help alleviate this pressure. From a performance and supply chain point of view, what are airline experiences of PMA usage? Does the panel see pressure increasing on wider acceptance?
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Aviation Week Focus: What’s next for Boeing? And the impact on Engine OEMs
Hear from Aviation Week Network editorial and data teams for their latest analysis on the Boeing 737 MAX struggles. From temporary groundings to restrictions on production ramp up, how are ongoing issues at Boeing impacting the engines market? This session will consider possible outcomes for Boeing and assess the impact to the engines market.
- SHARED PRESENTATION
- Joe Anselmo, SVP Content & Editorial Director, Aviation Week Network
- Sean Broderick, Senior Editor, Safety, Aviation Week Network
- Brian Kough, Senior Director, Forecasts & Aerospace Insights, Aviation Week Network
| Panel Discussion: Appraisers Update and View Ahead How do appraisers see the changing market? What are the main factors impacting asset values in 2024? What do the panel see as the most important factors impacting the valuation and investment attractiveness of new generation engines?
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Closing Remarks
- Tom Broughton, Senior Conference Producer, Aviation Week Network
Aero-Engines Americas
Thursday, February 29, 2024
Opening Remarks
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Opening Keynote Presentation
| Aviation Week Network Market Forecast | Key Driving Trends that Shape the Future of Commercial Engine Fleets & MRO See the latest trends, get the facts, and understand what the data means as you hear expert analysis on the current outlook for the market and critical trends. With the pandemic world in the past, see how the new altered market dynamics drive new opportunities while other forces wane. Based on the driving trends, learn how the future looks for aircraft/engine fleets, see how the composition changes, where they locate to, and observe how the MRO aftermarket responds to those market drivers. We’ll dive into the major trends impacting the market, how new deliveries will shape the landscape, and follow the dollars for the aftermarket upkeep of the fleets around the world with a particular focus on the North America market. |
Panel Discussion: New Generation Engine MRO Capacity
What have been the biggest challenges and lessons learned from transitioning to new engine services? Considering hospital visits, durability issues, training, and coordination with OEM partners. What are MRO capacity projections for LEAP & GTF powerplants? What updates can MROs provide to operators about their offerings and expectations of required work scopes?
- Moderator: Lee Ann Shay, Executive Editor MRO & Business Aviation, Aviation Week Network
- Les Cronin, VP Sales and Marketing, MTU Aero Engines North America
- Basil Papayoti, VP Commercial MRO, Delta TechOps
- Vesa Paukkeri, CEO, CTS Engines
- Sebastian Torhorst, Head of Sales, Engine Services, Lufthansa Technik
| Panel Discussion: LEAP Update: Operations, Improvements & Aftermarket Outlook The LEAP platform is projected to power 51% of the narrowbody fleet by 2033 (Aviation Week 2024 Commercial Fleet & MRO Forecast), it is essential that OEMs, MROs, and operators collaborate to ensure success. This forward-looking panel will cover OEM technical updates, as well as MRO feedback following performance restoration shop visits and turn to the airlines to share their operational experiences. Panelists will also share their perspectives on the direction of the aftermarket for this powerplant.
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Aeroxchange Hosted Session: Engine Trading in the Digital Age
Aeroxchange’s newest solution, AeroCompass, is a new web-based solution that streamlines the engine trading process by providing unprecedented transparency and removing obstacles that stall asset evaluations and purchasing decisions. Discover how Aeroxchange is expanding its platform’s ecosystem to support trading complex assets, such as engines, APUs and landing gear.
| Panel Discussion: Mature Engines: Capacity & Scope of Shop Visits How are services for major fleets developing as they move towards the mature end of their lifecycle? What specific services are being utilized to keep these engines serviceable? Is a shifting balance of airline and lessor ownership changing the maintenance requirements of airlines? Is this a market where OEMs, airline operated shops and independents can compete equally?
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Sustainable Aviation Fuel: Fundamental Challenges and Opportunities
Join this session for an introduction to the fundamentals of SAF’s importance, key challenges that are slowing market adoption, and potential solutions to kickstart this industry.
| Current State of Aerospace M&A and Look Ahead Opening with a short presentation on the state of mergers and acquisitions in the engines market, this session will then turn to a group of experts to debate the day-to-day impacts of a changing market landscape. The panel will consider the impacts and motivations behind M&A from a supply chain, finance, cost, revenue, and business continuity perspective.
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Conference Closing Remarks
- Tom Broughton, Senior Conference Producer, Aviation Week Network
Friday, March 1, 2024
Opening Remarks
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Panel Discussion: GTF Update: Technical Focus & Maintenance Requirements
The PW1000G platform is projected to power 20% of the narrowbody fleet by 2033 (Aviation Week 2024 Commercial Fleet & MRO Forecast), the OEM, MRO, lessor and airlines community need to work together to ensure the success of the engine. This panel takes a forward looking approach, to discuss technical updates from the OEM as well as the maintenance needs of operators to assess and resolve durability related issues.
- Moderator: Sean Broderick, Senior Editor, Safety, Aviation Week Network
- Richard Brown, Managing Director, NAVEO Consultancy
- Bob Matson, VP Global Technical Services, Willis Lease Finance Corporation
| Air Cargo Market Data Blast Hear the latest trends in the air freight industry and the impacts to the freighter market. See how utilization is changing, where and how the fleets are evolving (new build freighters vs. passenger conversions), and the prospects for the future fleets around the world. See how the trends shape the future so you can plan your business for the next steps. |
Panel Discussion: USM & Investment in Overhaul
How is an increased demand for mature generation engines, along with a lull of SVs and increase of short-term leasing, impacting the pricing and availability of used parts? Assuming that a majority of these engines will see the shop at some point, what is the investment case for overhaul vs. teardown?
- Moderator: Richard Brown, Managing Director, Naveo Consultancy
- Jason Alvarez, Director, Operations, StandardAero Hunter Edens, CCO, Setna iO
- Michael Gaetano, VP, Supply Chain & Asset Management, Lockheed Martin Commercial Engine Solutions
- Julio Ramirez, VP Sales & Customer Support, Global Engine Maintenance
Conference Closing Remarks
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