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Day 1 - Monday 4 October 2010

8:30	Registration
9:00	Opening remarks from the Chairman Bryson Monteleone , Principal, Tailwind Capital
9:10	Mapping the credit recovery of the airline industry How is the market changing? What are the international trading expectations? How is the spread between selling price and asking price being managed? How can you vet the good from the bad when it comes to buying and selling aircraft? Where are the emerging and dying markets? What opportunities do they present? When, if ever, will the market return to normal? Betsy Snyder , Director, Standard & Poor's Ratings Services Chris Denicolo, Director, Standard & Poor's Ratings Services Jonathan Root , Vice President - Senior Analyst, Airlines, Shipping, Solid Waste Sectors, Moody's Investors Service
9:55	Question and answer session
10:05	Stage One: Domestic market analysis What will the domestic market look like in the next 3, 5 and 10 years? Which type of aircraft and airlines will prosper and how will this change over time? What is the effect new and prospective products and platforms, emerging technology and the cost of energy and emissions? Jude Bricker , VP Corporate Finance & Treasurer, Allegiant Travel Company
10:50	Question and answer session
11:00	Coffee break Sponsored by
11:30	Stage Two: Regional market analysis What is the net effect of regional aircraft in the world? What will be done with CRJ200, ERJ145, CRJ900s and Ejets 170 and 190? How is the regional market changing? Bob Agnew , President & CEO, Morten Beyer & Agnew Joseph Randell , President and CEO, Jazz Air
12:15	Question and answer session
12:25	Lunch Sponsored by

13:25	Fleet planning, renewals and their impact on valuations How have the strategies of the airlines evolved in the last 12 months? What’s new on the horizon and what should - and what will be - retiring? Who is planning innovatively and what impact is this having? What is the impact of recent mergers on the market? Understanding how the re-engineering of the narrowbody will effect future fleet residual values Ron Baur , Vice President – Fleet Management, Continental Airlines Holly Nelson , SVP & Chief Financial Officer, Virgin America Joe Dillbeck, Director Fleet Planning & Transactions, Southwest
13:55	Regional aircraft manufacturing: Part One: Turboprops Where is the money going to come from to finance upcoming deliveries? What percentage of deliveries will be supported by the ECAs? Will the OEMs stick to their forecast in terms of deliveries this year? Where is pricing these days? Michael Magnusson , President and CEO , Saab Aircraft Leasing
14:25	Afternoon Refreshments Sponsored by
14:55	Regional aircraft manufacturing: Part Two: Regional jets Where is the money going to come from to finance upcoming deliveries? What percentage of deliveries will be supported by the ECAs? Will the OEMs stick to their forecast in terms of deliveries this year? Where is pricing these days? Rob Morris , Vice President Marketing & Analysis, BAE Systems Asset Management James Beamish , VP Structured Finance, Superjet International Chuck Evans , Director, Market Development , Bombardier Commercial Aircraft
15:30	Question and answer session
15:40	Review of 2010’s airline management and planning strategies Analysis of recent strategic decisions Understanding fleet renewal programmes Clarifying how fleet changes will impact on the market as a whole Michael Cox , Senior Managing Director, Seabury Steve Gaal , Managing Director and COO, Skyworks
16:30	Question and answer session
16:40	End of day one
17:00	Networking reception Sponsored by

Day 2 - Tuesday 5 October 2010

9:45	Opening remarks from the Chairman Bryson Monteleone , Principal, Tailwind Capital
9:55	Appraiser insight panel How have values and lease rates changed during the past year? Which aircraft have maintained their values? Which are under pressure? Looking to the future – what variations do we expect? What are today’s real values? Les Weal , Head of Valuations, Ascend Gueric Dechavanne , Vice President, Commercial Aviation & Valuation Services, Collateral Verifications Mark Green , Manager of Consulting, Morten Beyer & Agnew Alice Gondry , Senior Analyst, IBA
10:45	Question and answer session
10:55	Coffee break Sponsored by
11:25	Engine financing panel How will engines be financed going forward? How are the engines themselves changing? What impact will this have on the market?
11:55	Where is the money coming from? Financiers panel With new ‘expensive’ money in the marketplace – both debt and equity – are the pricing hurdles viable? How can the market remain active with 75% export credit? What is the impact on liquidity of the Greece crisis? If US regulations are changing the rules banks must adhere to how will this affect financing? Olivier Trauchessec , Managing Director - Head of Global Marketing and Head of Aviation Finance Americas, BNP Paribas Johan Visser , Executive Director, Global Securitized Products, J P Morgan Eelco van de Stadt , Managing Director, DVB Transport Richard Moody , Head of Aviation Financial Solutions, Asset Finance & Leasing, Deutsche Bank AG London
12:40	Lunch

13:30	Capital Markets: Investment bank panel How will public market debt affect the aviation industry? What is the direction for secured aircraft loans/EETCs? Airline and aircraft lessor unsecured debt? Collateralized debt (routes/gates/slots, spare parts? What opportunities and challenges will ABS bring? What will happen to export credit financing in the next 5 years? How will Canada and Brazil affect the market? Can ASU work for regional and low cost as well? Mark Streeter , CFA, Managing Director, JPMorgan Douglas Runte , CFA, Managing Director, Piper Jaffray & Co Angela Uttaro , Vice President & Senior Analyst, OppenheimerFunds John Wikoff, Vice President, Goldman Sachs
14:30	Lessors insight panel A lot of new players have equity - but where is the debt going to come from? What new opportunities are lessors exploring in the downturn? What is the strategy of new lessors emerging in China and Dublin? How will this affect more established lessors? Edward O'Byrne , Head of Portfolio Management, AerCap Terry Cooke , Senior Vice President, Structured Finance , BOC Aviation Crispin Maunder, CEO, LCI
15:30	Manufacturers interactive panel Insight into end of production and new production lines – where do manufacturers see growth and decline? How is the lifespan of aircrafts changing? How can utilisation levels be maintained? What are the impacts of these on production rates and re-engining options? As older aircraft start retiring will there be disconnect of funding in 2011? Will commercial financing come back? Derek Davies , Investor Marketing Director , Airbus
16:30	Close of conference

The organisers reserve the right to change the programme, speakers or venue should circumstances require.

Supported by:

Sponsored by:

ATR

IBA

Superjet International