2024 Presentations:
ELTF Americas
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Thank you for attending this year's 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