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.

After a historic recovery phase, global air travel is now stabilizing—but not evenly. While demand in Asia-Pacific is surging, supply chain disruptions, fuel price volatility, and labor shortages continue to challenge airlines' operational resilience. In this high-level panel, senior leaders from airlines, lessors, and analysts will assess the state of commercial aviation recovery, ongoing route profitability shifts, and financial health across key carrier segments.

With limited new aircraft availability, rising interest rates, and growing geopolitical and ESG-related scrutiny, the pressure is on to optimise pricing, manage risk, and place assets strategically. This flagship panel brings together senior executives from leading lessors to explore the shifting balance between supply and demand, the cost of capital, and the emerging trends shaping aircraft leasing economics.

• With OEM backlogs stretching into 2030, how are lessors managing delivery delays, early lease extensions, and fleet redeployments—particularly in hot narrowbody markets?
• Are lessors adjusting risk models in response to rising airline credit concerns, especially in secondary markets and emerging regions? How are recent geopolitical flare-ups influencing placement decision?
• What are the best funding options for lessors? Are the US capital markets still dominating? Is trading assets more appealing than debt? How buoyant is the secondary market?
• What sustainability pressure are lessors feeling from lenders and investors? How are lessors balancing fleet age, emissions compliance, and growing ESG scrutiny—especially with limited access to new tech aircraft?

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.

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?

As volatility persists in interest rates, airline credit, and asset pricing, investors are recalibrating what constitutes a "smart" aviation deployment. While traditional leasing platforms remain attractive, capital is also flowing into emerging strategies—from part-outs to SAF infrastructure to engine leasing platforms and secondary market funds. This session brings together leading institutional and aviation-focused investors to discuss how capital is moving, where risk tolerance stands, and which parts of the aviation value chain are likely to outperform.

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?

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.

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.