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.