Clay Smith
Clay Smith
Speaker
Partner

Split Rock Aviation

United States

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Stream 2

EETC fireside chat: How should investors view EETCs post Covid? - LIVE Q&A

Clay Smith
Partner,
Split Rock Aviation
Dana Barta
ED,
Morgan Stanley
  • 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?

Stream 1

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

Kevin MacLeod
Head of New York Capital Markets Group,
Vedder Price
Yezdan Badrakhan
Executive Director,
Morgan Stanley
Robert Sheldon
Managing Director,
Deutsche Bank
Moderator
Clay Smith
Partner,
Split Rock Aviation
  • 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.