This discussion is the seventeenth to be released at the Airline Economics Growth Frontiers Dublin 2024 conference week.

This discussion is the fifteenth to be released at the Airline Economics Growth Frontiers Dublin 2024 conference week.

In this interview, Tom Baker, CEO and President of Aviation Capital Group (ACG), speaks to Kieran O’Brien, Head of Aviation Advisory for KPMG in Singapore in November.

ACG is a top ten lessor, with over 400 aircraft in its portfolio, serving over 90 customers in over 45 countries. It is wholly owned by Tokyo Century and based in Newport Beach, California. The lessor also has offices based in Dublin and Singapore. Baker assumed leadership of the company in November 2020, and prior to this he served as executive vice president and chief revenue officer where he was responsible for leading ACG’s sales and marketing, and trading and technical teams.

Baker shares his thoughts on the supply issues affecting aircraft related to the secondary market and whether it is impacting asset values. In this interview, he also provides ACG’s slightly different perspective on the higher interest rates impacting lease rate factors.

This discussion is the twelth to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.

In this interview, Mike Inglese, CEO of Aircastle, speaks to Joe O’Mara, Head of Aviation Finance at KPMG Ireland in New York in mid-October 2023.

Aircastle is a leading secondary market lessor that has operated for nearly two decades. It owns and manages 248 aircraft, valued at around $7 billion. The company is owned by Marubeni and Mizuho Leasing of Japan. Inglese was appointed to CEO from 2017. Prior to this, he was the company’s CFO from 2007.

Inglese shares his thoughts on how the demand for aircraft and the performance of lessors has benefited from the supply constraints facing the industry. In this interview, he also gives his perspective on how ESG may impact the lessor business in the future.

This discussion is the eleventh to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.

In this interview, Joe O’Mara, Head of Aviation Finance at KPMG speaks to Austin Wiley, CEO of Sky Leasing in Dublin in late-November.

Sky Leasing is an alternative asset manager, which focuses on new and midlife aircraft, primarily acquiring aircraft through sale and leaseback. It has around four billion assets under management. Wiley has over 15 years of leasing industry experience and was named CEO in 2019. Wiley was president and co-founder of Sky Aviation Leasing International Limited, which originated a fleet valued at $3 billion and was sold in September 2018.

Wiley shares his thoughts on how the engine situation has impacted airlines and lessors. In this interview, he discusses the evolution of investors showing an interest in the aviation industry.

This discussion is the tenth to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.

In the latest interview, Avolon CEO Andy Cronin speaks to Joe O’Mara, Head of Aviation at KPMG Ireland, in Dublin in late-November 2023.

Avolon is one of the largest aircraft leasing companies in the world with a fleet of just under 900 aircraft. It has sold over 400 aircraft over the last decade, realising over $750 million in trade gains. The company recently ordered 140 additional aircraft from Boeing and Airbus in December 2023. Cronin was appointed as CEO in October 2022, having previously served as part of the founding team and CFO since 2010.

In this interview, Cronin shares his opinions on airline customer performance post-pandemic and how it has evolved in 2023. He also discusses how the supply issues have impacted Avolon.

This discussion is the ninth to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.

In this interview, Norman Liu, President and CEO of Nordic Aviation Capital, speaks to Kieran O’Brien, Head of Aviation Advisory at KPMG Ireland, in Singapore in early November 2023.

Nordic Aviation Capital is one of the world’s leading regional lessors. The company completed a restructuring in 2022, shifting its strategy and resizing its fleet. It is also expanding its fleet base into larger narrowbody aircraft. Liu was named head of the company in October 2021, as the pandemic was beginning to release its grip on the aviation industry. Prior to this position, Liu served as a senior advisor to Nordic since May 2019.

Liu shares his thoughts on global issues impacting the industry and the need for great world leaders to solve them. In this interview, he also discusses the labour shortage and powder metal contamination leading to the current supply issues.

This discussion is the eighth to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.

In this interview, James Meyler, Chief Executive Officer, ORIX Aviation, speaks to Joe O’Mara, Head of Aviation Finance at KPMG Ireland, in Dublin in mid-November 2023.

ORIX Aviation is a global operating lessor and is a subsidiary of ORIX, one of Japan’s largest financial institutions. ORIX Aviation has a fleet of around 210 aircraft worth around $8 billion and have a 30% stake in Avalon. The company has executed over 190 aircraft transactions valued in excess of $43 billion in the full year of 2023. Meyler has been at the head of the company since 2018 and has helped oversee the company’s successful $5 billion worth of aircraft sold to over 80 Japanese Operating Lease investors in the last five years.

Meyler shares his thoughts on customer performance over the course of 2023 and issues facing the industry as it contends with a post-Covid world. As supply chain manufacturing issues continue, Meyler gives his opinion on the state of the supply chain and order book delivery stream.

This discussion is the seventh to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.

Ahead of the publication of the completed Aviation Global Leaders Report 2024 in tandem with the Airline Economics Growth Frontiers conference in Dublin in January 2023, Airline Economics and KPMG are releasing a series of video interviews with industry experts that were conducted between October to the end of November 2023.

In this latest interview, Robert Korn, president and chief executive officer at Carlyle Aviation Partners, speaks to Joe O’Mara, Head of Aviation Finance at KPMG Ireland, in New York City in mid-October 2023.

Carlyle Aviation Partners specialises in the management of commercial aircraft and engines. The company, which was founded by Robert and Bill Hoffman in 2002 before selling to Carlyle in 20127, now has $11.4bn assets under management at end September 2023, with 387 owned or managed aircraft, on lease to 116 airline customers in 56 countries. Carlyle Aviation also has an aviation lending business that finances pre-delivery deposits. The business has two primary offices in Dublin and Miami, with one opening in Singapore soon, and 130 employees globally.

In the interview, Robert discusses the strong recovery of the airline industry, the company’s unique funding strategy compared to other balance sheet lessors, and his views on the wave of consolidation in the leasing sector and thoughts on the lingering impact of supply chain disruption.

This discussion is the sixth to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.

Ahead of the publication of the completed Aviation Global Leaders Report 2024 in tandem with the Airline Economics Growth Frontiers conference in Dublin in January 2023, Airline Economics and KPMG are releasing a series of video interviews with industry experts that were conducted between October to the end of November 2023.

In this latest interview, Firoz Tarapore, Chief Executive Officer, DAE Capital speaks to Kieran O’Brien, Head of Aviation Advisory at KPMG Ireland, in Singapore in early November 2023.

Dubai Aerospace Enterprise (DAE) is a global aircraft lessor via DAE Capital with a fleet of 550 owned, managed and committed aircraft and an engineering business, DAE Engineering, which owns Joramco, the airframe maintenance, repair and overhaul solutions provider.

In the interview, Firoz shares his thoughts on the impact of rising interest rates on lease rates and the cost of debt, as well as his belief that scale for lessors has become even more critical in the new operating environment and that opportunities remain for further in organic growth among the top tier of leasing companies.

This discussion is the fifth to be released in the 2024 series of Aviation Leaders interviews that will be published between now and January 29, 2023 when the full report will be published at the opening of the Airline Economics Growth Frontiers Dublin 2024 conference week.