Kevin Milligan
Kevin Milligan
Speaker
CEO

Crestone Air Partners

United States

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Main Stage

View from the C-Suite: How Do Top Executives See the Market?

Rupert Leggett
CEO,
FPG Amentum
David Houlihan
President,
DAE Capital
Kevin Milligan
CEO,
Crestone Air Partners
Mark Hughes
Chief Commercial Officer,
Falko
Paul Boyle
Chief Commercial Officer,
Avilease
Moderator
Tim O'Connell
Partner,
Grant Thornton

This session brings together senior C-suite executives from across the aviation industry to share their outlook on the market and the strategic decisions shaping the years ahead. From trading activity and M&A to airline credit risk, geopolitical uncertainty and long-term investment opportunities, hear how industry leaders are navigating today's challenges and where they see the greatest opportunities for growth and returns.

Pre Registered Forum: Type Suite

Market Stress Test: Aviation Assets in a Higher-Cost World

Kevin Milligan
CEO,
Crestone Air Partners
Vincent Van Tooren
Chief Portfolio Officer,
Crestone Air Partners

With fuel prices, inflation and financing costs putting renewed pressure on aviation, join Crestone Air Partners for a closed-door discussion examining what these pressures mean for airlines, aircraft values and the long-term investment case for aviation assets.

The discussion will explore:

  • Can airlines absorb $150+ jet fuel? Assessing the impact of higher oil prices on airline economics and what previous periods of elevated fuel costs can tell us about the industry's ability to remain profitable and grow.
  • What is really driving today's strong aircraft trading market? Examining the relative impact of OEM production shortfalls, aircraft availability and rising maintenance costs on asset values and trading activity.
  • Is inflation becoming a double-edged sword for aviation? What a prolonged higher-inflation, higher-interest-rate environment could mean for financing costs, asset values and investment returns.

  • The long-term resilience of aviation as an asset class. Where does aviation offer relative value today, and how does the investment case hold up against other asset classes?