Vincent Van Tooren

Speaker

Chief Portfolio Manager

Crestone Air Partners

Netherlands

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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

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?