Patrick Clancy

Speaker

Principal

KKR

United States

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Stream 2

Planes, trains and shipping: Comparing aviation to other hard asset classes

Daniel "Dan" Rosato

Investment Professional,

Atalaya Capital Management LP

Clarence Leung

Board Member ,

Hong Kong Aircraft Leasing & Aviation Finance Association

Patrick Clancy

Principal,

KKR

Moderator

Sarah Aoun

Airbus Americas

How has aviation fared vs other asset classes?
Why aviation and why now? Why is it a special situation investment? Intrinsic and relative value in aviation investments.
Should investors try to pick the bottom of the market?