• 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?  

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?