As shifting geopolitical tensions continue to reshape trade flows and capital markets, global aviation is bracing for a new era of economic uncertainty. In this opening address, a leading economist will provide a data-driven outlook on global growth, inflation, interest rates, and the ripple effects of protectionist policies. How will macroeconomic headwinds shape investment appetite, airline profitability, and asset values in the months ahead? This session sets the tone for strategic discussions throughout the day.

This session dives into the increasingly contentious dynamics between airlines and lessors as air travels returns to prepandemic levels. Once-sacrosanct lease terms are now under scrutiny, and the rise of FMP (Flight Hour Maintenance Program) contracts is challenging traditional asset liquidity. With Asia-Pacific poised for explosive fleet growth, the question is: who really holds the cards in the next generation of fleet planning?

• "Hell or High Water": Sacred Clause or Outdated Relic? Airlines want flexibility in crisis; lessors defend the clause as essential to financing. Should systemic risk be shared, or are airlines rewriting the rules post-COVID?
• Carve-Outs: Are lessors are conceding on once-untouchable term to accept carve-outs to win a key airline deal?
• FMP Contracts: Are FMPs a fleet strategy evolution or a hidden liability?

Recharge with fresh coffee, light refreshments, and valuable conversation. This is your opportunity to connect with industry peers, catch up with clients, and build new relationships with decision-makers across aviation finance, leasing, and airline strategy. Take this time to exchange insights, explore collaboration opportunities, and set the tone for a productive day ahead.

As airlines face rising financing costs, evolving ESG pressures, and varied access to global capital pools, the question is no longer just how to finance, but where and with whom. In this session, financiers and airline treasurers unpack the latest shifts in capital access across the JOLCO market, structured debt, export credit, and regional vehicles—from French Tax Leases to ANPI-backed deals. With sustainable finance still a strategic priority for some, the panel will also examine the real-world viability of green structures amid a higher-rate environment.

• How are airlines balancing traditional bank debt, lessor support, and capital markets access in today’s environment? Are new entrants or alternative lenders playing a larger role?

• In a tightening cycle, what do airlines need most from financiers?
• How active are Asian capital markets in supporting aviation? Are ANPI-backed structures, French Tax Leases, or hybrid public–private platforms gaining traction?

• Which types of airlines are successfully accessing the JOLCO and structured financing markets today—and who’s left out

• Are ESG-linked products, SLBs, or SAF-tied facilities still viable in a world of elevated base rates? What does a credible “sustainable” aviation finance product now require?

As China cautiously re-engages with global aviation markets, lessors, financiers, and OEMs are watching closely for signals on outbound capital, regulatory clarity, and cross-border leasing policy. While domestic recovery is underway, the outlook for international partnerships remains clouded by policy shifts, currency controls, and geopolitical headwinds.

The China Forum offers a rare opportunity for senior stakeholders—Chinese lessors, global financiers, advisors, and select airlines—to participate in an off-the-record, Chatham House Rule discussion focused on realistic commercial re-engagement with the world’s second-largest aviation market.

Fuel Your Afternoon – and Your Network

Join fellow delegates for a relaxed networking lunch, where industry insights continue over shared tables. This is your opportunity to connect with key players from across the aviation finance value chain—airlines, lessors, lenders, and investors—in an informal setting.

Enjoy a curated menu and continue the conversation sparked during the morning sessions. Whether renewing relationships or forging new ones, this lunch is designed to nourish both ideas and connections.

Supply chain bottlenecks, labor shortages, and certification delays are limiting delivery ramp-ups, even as demand for new, fuel-efficient aircraft remains strong across all segments. In this candid discussion, senior OEM executives will provide insights into the state of the production system, evolving customer expectations, and the path toward greater stability and scalability.

• Delivery Realities & Ramp-Up Constraints - What’s a realistic outlook for delivery volumes through 2026 given ongoing supply chain fragility, labor shortages, and certification pressures?
• Long-Term Supply Chain Resilience - What structural changes are being made to de-risk production over the next 5–10 years? Is vertical integration, reshoring, or supplier consolidation on the table?
• Sustainable Growth & Product Strategy - How are OEMs aligning future development priorities—whether through upgrades, new programs, or propulsion innovation—with long-term decarbonisation and fleet renewal trends?

Back by popular demand and modeled after our highly rated Dublin CTO panel, this session brings together top technical executives from leading leasing firms to share their insights on the most pressing asset management challenges in today’s aviation landscape. With a focus on real-world technical operations, the panel will dive into issues such as supply chain constraints, redelivery complexities, and the evolving role of digital tools in managing aircraft assets. This is a must-attend for anyone involved in the technical side of leasing, offering practical insights and candid perspectives from the people who keep the assets flying.

With engine values at historic highs and supply still constrained, the aviation industry is facing a complex balancing act. Airlines, lessors, and traders must navigate a market where teardown economics, USM availability, and MRO capacity are all in flux—while also safeguarding long-term residual values. This panel will explore how stakeholders are adapting their strategies to manage risk, optimize returns, and ensure asset longevity in a volatile environment.

• Residual Value Risk: How are current market conditions—elevated pricing, limited green-time engines, and shop visit delays—impacting long-term residual value assumptions?
• Teardown & Part-Out Strategy: What’s driving demand for teardown assets, and how are buyers modeling future value in a competitive market?
• USM Market Trends: How are supply constraints and OEM pricing strategies reshaping the economics of used serviceable material?
• New Tech vs. Old Tech: Are reliability issues with newer engines (e.g., GTF, LEAP) reinforcing the value of legacy platforms? How does this affect long-term fleet planning?
• MRO Bottlenecks: How are shop visit delays and capacity shortages influencing engine lifecycle decisions and asset monetization timelines?
• PMA, STCs & Value Impact: What role do alternative parts and modifications play in the value chain—and how are lessors and airlines managing the associated risks?

Take a well-earned pause to grab refreshments and reconnect with fellow delegates before the final sessions of the day. This is your chance to follow up on conversations, exchange insights from the morning panels, and make new introductions across the global aviation finance community.

Whether you're finalizing a deal, scouting a partnership, or simply recharging, this break is designed to keep the momentum going—right through to the close of day.

Join us for an evening of relaxed conversation and premium hospitality as we wrap up the day’s discussions with a dedicated networking reception. Set against the backdrop of Singapore’s skyline, this is your chance to continue conversations in a more informal setting—whether you're reconnecting with old colleagues or forging new partnerships.

Enjoy curated drinks, canapés, and the company of senior leaders from across aviation finance, leasing, investment, and airline strategy - all thanks to the generous support of Bellinger AM!