Clay Smith

Speaker

Partner

Split Rock Aviation

United States

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Under what conditions will the aircraft ABS market re-open for new transactions?

How to structure new deals: what is the right level of leverage, portfolio composition and structural protections needed to attract investors?
New ABS deals vs a rise in private placements.

Kevin MacLeod

Shareholder, Vedder Price

Yezdan Badrakhan

Executive Director , Morgan Stanley

Robert Sheldon

Managing Director and Head of Transportation ABS, Deutsche Bank

Moderator

Clay Smith

Partner, Split Rock Aviation

Are new deals being signed at a premium following the pandemic ? Are terms changing or asset selection changed?
Could we see new borrowers access this market?
What is happening with the LATAM EETC rejected aircraft? Has the LATAM incident altered investor appetite for all new EETCs?
How should investors be looking to model EETCs going forward?

Clay Smith

Partner, Split Rock Aviation

Dana Barta

ED, Morgan Stanley