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A series of podcasts from Airline Economics in partnership with KPMG Ireland speaks to professionals of the commercial aviation finance and leasing industry, who share their thoughts on the aviation industry.
28 Episodes
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In this episode, Anne-Bart celebrates TrueNoord’s significant milestone of inducting its 100th aircraft—a remarkable achievement since the company’s inception in 2016. Despite a two-year growth delay due to the COVID-19 pandemic, TrueNoord has experienced a surge in activity, acquiring over 40 aircraft in the last two years and expanding its team of professionals across Amsterdam, Dublin, Singapore and London.
In this episode, Victoria Tozer-Pennington, editor of Airline Economics speaks with Gerry Laderman, an independent airline expert who was formerly CFO of United Airlines. The conversation explores the airline industry’s impressive recovery after the global pandemic, while Laderman shares insights on the rapid resurgence of leisure travel, the gradual return of business traffic, and shifting industry dynamics. From managing fuel prices to navigating Boeing’s manufacturing delays, Laderman provides a comprehensive outlook on the challenges and opportunities ahead. Join us as we look towards 2025 with cautious optimism.
Welcome to the latest episode of Airline Economics and KPMG’s Aviation Global Leaders podcast. Today, John Evans, CEO and founder of Azorra, joins Victoria Tozer-Pennington, editor of Airline Economics to discuss the company’s growth in commercial aircraft leasing, focusing on regional and alternative assets such as Embraer E2s and Airbus A220s. With a fleet worth $2.7 billion and spanning more than 30 airlines in more than 25 countries, Azorra has found success even amidst global challenges. John shares insights into Azorra’s diverse financing strategies, the demand for regional aircraft, and the recent rise in lease rates. Tune in to hear how Azorra is navigating OEM delays and technological shifts, all while providing critical support to airlines and OEMs across the globe.
In this episode, Kieran O’Brien interviews Marc Iarchy, Partner at World Star Aviation, to discuss the evolving landscape of the aviation market in the post-COVID era. As a mid-tier lessor with $1.9 billion in assets, World Star Aviation focuses on midlife passenger aircraft, cargo, and engines. Marc dives into the current market dynamics, including the overpricing of midlife assets and a shift in investor behaviour as capital chases fewer deals. Despite challenges, Marc shares his optimism about World Star’s growth potential and the importance of alternative financing sources like ABS markets in navigating these complexities.
In this insightful episode, Joe O’Mara is joined by Betsy Snyder to explore the current state of the aviation bond market for lessors and airlines. Snyder shares her expertise on how lessors are leveraging unsecured debt, while airlines are relying on internal cash flow due to reduced aircraft deliveries. She also highlights the critical role of investment grade ratings in reducing capital costs for lessors and the rise of alternative lenders and the ABS market. As we look to the future, Snyder discusses the continued supply-demand imbalance in the leasing sector and what it means for lessors with strong access to capital. Don’t miss this in-depth analysis of the financial trends shaping aviation.
In this episode, we are joined by Helane Becker, Managing Director at TD Cowen, who speaks with Joe O’Mara, on the shifting demand environment for airlines. Becker shares her thoughts on changing travel patterns, with hybrid work influencing Americans’ travel preferences and international travel on the rise. She discusses how geopolitical risks, rising fuel costs, and challenges like pilot shortages and aircraft delivery delays are impacting the industry. Becker also predicts a divide in airline performance, with strong carriers continuing to thrive while others may struggle. Looking to the future, she emphasises the role of government support, industry consolidation, and the potential for sustainable aviation fuel in shaping long-term sustainability. Don’t miss this comprehensive outlook on the airline industry.
In this engaging interview with Joe O'Mara, Head of Aviation Finance at KPMG Ireland, Mike Inglese, CEO of Aircastle, delves into the dynamics of the aviation leasing market amid strong demand and OEM production delays. With a portfolio of 260 aircraft and $8 billion in managed assets, Aircastle is navigating supply chain challenges by exploring new opportunities in the secondary market and ramping up trading activities. Inglese shares insights on the growing importance of lease extensions, the impact of supply chain issues on airline profitability, and the company’s strategic diversification of debt products, including unsecured bonds, secured bonds, and JOLCO financings. Discover how Aircastle is positioning itself for success in a rapidly evolving market.
In this exclusive interview with Joe O'Mara, Eamonn Bane, CEO of Macquarie AirFinance, shares insights into the company’s impressive growth and the trends shaping the aviation leasing industry. Since its founding in 2006, Macquarie AirFinance has built a global fleet of 320 aircraft, with significant market shares in Asia and Europe. Eamonn discusses the challenges posed by supply chain constraints, which have driven lease rates up by 20%, and how the company’s investment-grade status and strategic focus on advanced technology position it for a promising future. Dive into the full interview to learn how Macquarie AirFinance is navigating today’s dynamic market while preparing for 2025.
In this episode, Kieran O’Brien from KPMG Ireland sits down with DAE’s Firoz Tarapore, to discuss the current state of the aviation industry. With a fleet of 500 aircraft valued at $18 billion, DAE is a major player in both aircraft leasing and maintenance. Firoz shares insights on robust demand, the impact of OEM supply issues, and how lease rates and residual values are holding up despite challenges. He also touches on DAE’s recent acquisitions, the competitive debt market, and the company’s growth strategy in a rapidly evolving sector.
In this episode, we sit down with Mark Hughes, Chief Commercial Officer of Falko, to explore the company’s impressive growth and evolving strategies in the leasing market. From nearly doubling its fleet size since 2011 to navigating post-pandemic lease rate recoveries, Hughes discusses the key challenges and opportunities shaping the future of aviation. Stay tuned as he shares insights on global demand, rising interest rates, and the importance of scale in today’s competitive landscape.
Join us for an in-depth conversation as Clemens Metz, Managing Director of Corporate Finance at American Airlines, interviews Meghan Montana, the airline’s Treasurer. Together, they explore American Airlines’ strategic priorities for 2025 and the challenges shaping the industry.
Key discussion points:
Strong domestic demand and capacity management strategies
Enhancing premium services and loyalty programs through a new Citi partnership
Maximising the regional network with new aircraft deliveries
Managing fuel costs with a steady pricing outlook
Addressing pilot shortages and overcoming supply chain hurdles
In this episode of Aviation Global Leaders, we’re joined by Norm Liu, CEO of Nordic Aviation Capital (NAC), a leading aircraft leasing firm managing a fleet of 230 aircraft valued at over $3 billion. Liu provides a detailed look at the current state of the aviation industry, from strong demand outpacing pre-pandemic levels to the challenges of geopolitical tensions and supply chain disruptions. He discusses how delays from Boeing and Airbus are affecting lease rates and why the trading market remains active. Liu also shares his views on the importance of scale and niche strategies, and what a cautiously optimistic 2025 might look like for the sector.
In this episode of Aviation Global Leaders, we speak with Greg Conlon, CEO of High Ridge Aviation, about the company’s asset management platform, which has quickly gained traction since its launch two years ago in partnership with PIMCO. Conlon shares his insights into the aviation market’s recovery post-COVID, highlighting regional variations such as Southeast Asia’s slower rebound due to debt and state aid issues. He also discusses the impact of cost pressures, supply chain challenges, and his optimistic outlook for aviation’s future, driven by global GDP growth and interest rate cuts. Tune in for a deeper look at the dynamic forces shaping the aviation sector today.
Welcome to the latest episode of the Aviation Global Leaders podcast. Today, we’re joined by James Meyler, CEO of ORIX Aviation, who shares his expert perspective on the aviation market's performance in 2025 in a conversation with Joe O’Mara, Head of Aviation Finance at KPMG. From the industry’s return to normal demand patterns and global profits projected at $20 billion to insights on the US oversupply, low-cost carrier success, and Asia’s strong recovery, Meyler dives deep into the trends shaping aviation. He also discusses the resilience of the aviation debt market, rising lease rates, and the push towards new technology aircraft and renewable energy investments. Stay tuned for this must-listen episode.
Welcome to the latest episode of the Airline Economics and KPMG’s Aviation Global Leaders podcast series, where Joe O’Mara, Head of Aviation Finance at KPMG, is joined by Andy Cronin, CEO of Avolon, who shares insights on the company’s growth and strategic outlook for 2025. With the largest order book of any lessor, Avolon has seen a significant increase in demand for aircraft, with 200 new aircraft ordered in 2023 alone. Andy discusses the impact of supply chain delays, including challenges with steel availability and certification processes, as well as the rise in lease rates. Looking ahead, Avolon is focusing on sustainability and aims to have 75% of its fleet made up of new technology aircraft by 2025. Tune in for a deep dive into Avolon’s bold plans for the future and how it’s navigating the evolving landscape of the aviation market.
Welcome to another episode of Aviation Global Leaders, brought to you by Airline Economics and KPMG. Today, Joe O’Mara, Head of Aviation Finance at KPMG, is joined by Peter Barrett, CEO of SMBC Aviation Capital, who discusses the evolving aircraft leasing landscape. From navigating the shift from post-COVID recovery to the challenges of supply chain issues, Peter offers valuable insights on the resilience of the aviation industry, the importance of ESG, and the potential for consolidation in the leasing market. As we look toward 2025, Peter’s optimistic outlook provides a fresh perspective on the future of aviation finance. Stay tuned for an in-depth conversation with one of the industry’s top leaders.
Welcome to the Aviation Global Leaders podcast series, where we bring you exclusive insights from the industry's top executives. In this episode, Aengus Kelly, CEO of AerCap, explores the key challenges facing aviation in 2025 in a conversation with Joe O’Mara, Head of Aviation Finance at KPMG. From labour cost inflation squeezing margins to the impact of new technologies on fleet reliability, Kelly breaks down how airlines and lessors are adapting to a dynamic marketplace. Tune in for a deep dive into the trends driving lease rates, the resilience of aviation debt markets, and the consolidation shaping the leasing sector. This is a conversation you don’t want to miss.
Welcome to another episode of the Aviation Global Leaders Podcast, brought to you by Airline Economics and KPMG. In this episode, we sit down with Benyamin Ismail, CEO of AirAsia X, who shares how the airline has rebounded post-COVID with strong yields, a simplified corporate structure, and ambitious growth plans. From expanding into new regions to renewing its fleet with cutting-edge Airbus models, AirAsia is positioning itself for continued success. Tune in to hear how AirAsia is navigating the road to recovery and shaping the future of aviation.
In this episode of the Aviation Global Leaders podcast, Vinodh Srinivasan, Managing Director, Co-Head of the Structured Credit Group at Mizuho, in conversation with Joe O’Mara, Head of Aviation Finance at KPMG, discusses the strong performance of aircraft lessors over the past 12 to 18 months. Srinivasan explains how favourable lease rates and reduced spreads have supported the market, despite the operational challenges posed by ongoing supply chain issues. He predicts a prolonged recovery for new aircraft deliveries but expects lease rates to remain resilient, even amidst interest rate volatility. Srinivasan also highlights Mizuho’s role in supporting lessors through unsecured debt and warehouse facilities, noting that spreads for unsecured debt have reached all-time lows. The ABS market continues to be a vital part of aviation finance, with $6 billion in issuance so far this year, and alternative lenders are playing a growing role in the face of supply chain disruptions. He also touches on the differences in ESG compliance between the US and European markets. Tune in for a deep dive into the state of aviation finance and the factors shaping its future.
In this episode of the Aviation Global Leaders podcast, Olivier Trauchessec, Head of Global Aviation at MUFG, discusses the post-pandemic recovery of the aviation industry with Joe O’Mara, Head of Aviation Finance at KPMG. Trauchessec notes the strong rebound by 2023 across most regions, with the exception of China, and highlights the challenges facing the industry, including overcapacity, cost pressures, and ongoing aircraft delivery delays. He also shares his outlook for 2025, identifying the Middle East and Russia-Ukraine conflict as key concerns. Additionally, Trauchessec discusses the impact of interest rate cuts on financing costs and the resurgence of the competitive ABS market. He emphasises MUFG's commitment to being a relationship-focused solution provider and expresses optimism for the future of the aviation sector, despite potential challenges on the horizon. Tune in for this comprehensive look at the current and future state of aviation finance.
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