Simon Goodson

Speaker

Chief Executive Officer

AerFin

United Kingdom

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Main Stage

The Next Wave of Obsolescence: What Happens When Today's Midlife Assets Age Out?

Simon Goodson

Chief Executive Officer,

AerFin

David Chaimovitz

CEO,

Setna iO

Eddie Browne

SVP Trading,

Aergo Capital

Vincent Van Tooren

Chief Portfolio Manager,

Crestone Air Partners

Moderator

Alan O'Brien

Partner, Aviation Finance Strategy & Transactions,

Is the market underestimating future obsolescence risk across today's most popular midlife assets?

How are delivery delays and engine shortages impacting asset values? Is this likely to change?

How should investors think about residual values, lease extensions and asset lives beyond 2030? What could derail the current midlife investment story? When could the midlife fairy tale come to end?

Where is the tipping point between continued operation and teardown? Has this changed in the investment thesis?

What are the most futureproof engine and aircraft types investors should consider for the next decade and beyond?

Main Stage

Powering Aviation: Does the Engine Investment Thesis Still Hold Up?

Jeff Lewis

CEO,

Hanwha Aviation

Abdol Moabery

Founder, President & CEO,

GA Telesis

Bobby Janagan

CEO,

Rolls-Royce & Partners Finance

Simon Goodson

Chief Executive Officer,

AerFin

Moderator

Brian Brennan

Tax Partner,

KPMG

Have the commercial realities of engine leasing changed over the past 12 months? What does that mean for Lease Rates?

Are current engine values sustainable or are we seeing temporary scarcity pricing?

Operational realities: How are GTF and supply chain issues reshaping investment decisions?

Where are investors deploying capital across the engine ecosystem?

What does the engine market look like in five years? Is engine leasing more attractive to investors than airframe?