Sven Respondek
Sven Respondek
Speaker
Head of Transaction Management, Investor Origination & Business Development

GOAL Aircraft Leasing

Germany

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Main Stage

The Great Portfolio Rotation: Who Is Buying, Who Is Selling, and Why?

Sven Respondek
Head of Transaction Management, Investor Origination & Business Development,
GOAL Aircraft Leasing
Ed Coughlan
CEO & Co-Founder,
Sirius Aviation Capital
Owen Croucher
Head of Trading,
Genesis
Moderator
Ron Doyle
Tax Partner,
Deloitte Ireland
  • How are lessors thinking about portfolio sales and acquisitions? 
  • Is secondary trading still a seller’s market?
  • What are the bottlenecks for deploying capital?
  • Is there a surplus of capital and a deficit of deals?  

Pre Registered Forum: Grid Suite

New vs. Used: Where is value in today's aircraft market?

Sven Respondek
Head of Transaction Management, Investor Origination & Business Development,
GOAL Aircraft Leasing
Christian Schloemann
Managing Director,
GOAL Aircraft Leasing

How should investors assess opportunities across new and used aircraft in today's market? Using recent transactions and real-world case studies, GOAL will compare the investment characteristics of both strategies and explore how asset values, financing and credit considerations influence the investment decision.

The forum will explore:

  • New vs. used: Where do the most attractive risk-adjusted investment opportunities sit today, and how does the investment case differ between the two?
  • Financing the investment: How do debt providers approach new versus used aircraft, and what differences are investors seeing in leverage, pricing, covenants and financing terms?
  • Asset value vs. credit risk: How should investors balance the underlying value and liquidity of the aircraft against airline credit when assessing an opportunity?
  • Building the return case: How do lease rates, residual-value assumptions, financing costs and exit strategies impact expected returns across new and used assets?
  • Putting theory into practice: GOAL will draw on recent transactions and case studies to demonstrate how these considerations translate into real investment decisions.’