Aviation Loan ABS/CLO Transactions: A US/EU Perspective
presented by Arnold & Porter and Opal Group

Arnold & Porter, New York, NY
October 29, 2019

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Please join us for a gathering of aviation finance professionals to explore the challenges & opportunities facing the aircraft finance industry & network amongst like-minded executives.

To request our agenda, participant list and sponsors


Current as of October 29, 2019

3:30pm

Registration

3:55pm

Opening Remarks from Co-Chair

 

Henry Morriello, Head of Structured Finance & Transportation Finance Practices, Arnold & Porter

4:00pm

Legal, Regulatory & Tax Considerations

 

  • Selecting Jurisdiction of IssuerTrue Sale and Nonconsolidation
    • Avoiding Issuer Level Tax
    • Tax Withholding
    • Insolvency Considerations
  • Accounting and Regulatory Capital
  • US and EU Risk Retention
  • Brexit Impact
  • Loan Issues (Transfer Restrictions; Confidentiality Provisions)
  • Aircraft Issues (Cape Town Jurisdictions vs. Non-Cape Town Jurisdictions)
Moderator

Henry Morriello, Head of Structured Finance & Transportation Finance Practices, Arnold & Porter

Co-Moderator

Séamus Ó Cróinín, A&L Goodbody

Panelists

Daniel Hartnett. Partner, Arnold & Porter

William Fellerhoff, Partner, Arnold & Porter

Mehtap Cevher Conti, Partner, Arnold & Porter

Karsten Giesecke, Senior Council, Arnold & Porter

Catherine Duffy, Partner, A&L Goodbody

James Somerville, Partner, A&L Goodbody

5:00pm

Structuring & Rating Considerations

 

  • Know Your Assets (Diversified Pool vs Single Obligor; Airline vs Lessor Borrower; Recourse vs Nonrecourse; Aircraft Type; Jurisdictions; Transfer and Disclosure Restrictions)
  • Know Your Goals (On Balance Sheet or Off; Ratings; Target Market and Method of Offering)
  • Use of Structures of This Type in M&A Transactions
  • Diligence Process
  • Structuring Based on Asset Pool and Goals (Sales or Participations; Reinvestment or Substitution Rights; Waterfall Priorities; Placement of Subordinate Securities)
  • Rating Agency Matters (Re-Leasing Risk; Foreclosure Rights; Maintenance Requirements)
  • Servicing Decisions and Sacred Rights; Addressing Lessor Cure and Remarketing Rights
  • Developing Disclosure
Moderator

Armin Rothauser, Head of Credit Investing, Starwood Capital Group

Panelists

Radha Tilton, Managing Director, Goldman Sachs

Sajid Zaidi, Managing Director, Morgan Stanley

Matthew Simonetti, Managing Director, Citibank

Roman Schwartz, Director, Credit Suisse

J. Robert Peart, CEO, volofin Capital Management

Simon Sominsky, Director, Axonic Capital

Tracy Rice, Vice President, Moody’s Investor Service

Alan Greenblatt, Senior Director, Kroll Bond Rating Agency

6:00pm

Cocktail Reception

Registration

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Legal & Regulatory Issues
  • What’s New is Marketplace Lending Securitizations 2019
  • Partnerships with Banks, Fintechs and Platforms
  • The Future of Alternative Lending
  • Debt Investor Roundtable / Private Equity / Venture Capital
  • Student Loans
  • Trends in Small Business Lending
  • Auto Loans
  • Fraud Prevention, Data Security, & Verification
  • Capital Markets Outlook
  • Opportunities in Real Estate
  • Blockchain and it’s Application Potential In The Financial Sector
  • Airlines
  • Banks
  • Lessors
  • Rating Agencies
  • Accounting Firms
  • Service Providers
  • Trust Companies
  • Manufacturers
  • Investors

    The 2016 Marketplace Lending & Alternative Financing Summit proved to be beneficial for industry networking and real-time market trends. Randy Norton

    Alternative Asset Management, Green Mesa Capital, LLC