A series of podcasts from Airline Economics in partnership with KPMG Ireland speaks to professionals of the commercial aviation finance and leasing industry, wh...
Anne-Bart Tieleman, CEO of TrueNoord, Discusses Milestone Achievements and Market Insights
In this episode, Anne-Bart celebrates TrueNoord’s significant milestone of inducting its 100th aircraft—a remarkable achievement since the company’s inception in 2016. Despite a two-year growth delay due to the COVID-19 pandemic, TrueNoord has experienced a surge in activity, acquiring over 40 aircraft in the last two years and expanding its team of professionals across Amsterdam, Dublin, Singapore and London.
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12:27
Victoria Tozer-Pennington, editor of Airline Economics speaks with Gerry Laderman
In this episode, Victoria Tozer-Pennington, editor of Airline Economics speaks with Gerry Laderman, an independent airline expert who was formerly CFO of United Airlines. The conversation explores the airline industry’s impressive recovery after the global pandemic, while Laderman shares insights on the rapid resurgence of leisure travel, the gradual return of business traffic, and shifting industry dynamics. From managing fuel prices to navigating Boeing’s manufacturing delays, Laderman provides a comprehensive outlook on the challenges and opportunities ahead. Join us as we look towards 2025 with cautious optimism.
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24:17
John Evans, CEO and founder of Azorra, joins Victoria Tozer-Pennington, editor of Airline Economics
Welcome to the latest episode of Airline Economics and KPMG’s Aviation Global Leaders podcast. Today, John Evans, CEO and founder of Azorra, joins Victoria Tozer-Pennington, editor of Airline Economics to discuss the company’s growth in commercial aircraft leasing, focusing on regional and alternative assets such as Embraer E2s and Airbus A220s. With a fleet worth $2.7 billion and spanning more than 30 airlines in more than 25 countries, Azorra has found success even amidst global challenges. John shares insights into Azorra’s diverse financing strategies, the demand for regional aircraft, and the recent rise in lease rates. Tune in to hear how Azorra is navigating OEM delays and technological shifts, all while providing critical support to airlines and OEMs across the globe.
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31:19
Kieran O’Brien interviews Marc Iarchy, Partner at World Star Aviation
In this episode, Kieran O’Brien interviews Marc Iarchy, Partner at World Star Aviation, to discuss the evolving landscape of the aviation market in the post-COVID era. As a mid-tier lessor with $1.9 billion in assets, World Star Aviation focuses on midlife passenger aircraft, cargo, and engines. Marc dives into the current market dynamics, including the overpricing of midlife assets and a shift in investor behaviour as capital chases fewer deals. Despite challenges, Marc shares his optimism about World Star’s growth potential and the importance of alternative financing sources like ABS markets in navigating these complexities.
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22:07
In this episode, we are joined by Helane Becker, Managing Director at TD Cowen
In this episode, we are joined by Helane Becker, Managing Director at TD Cowen, who speaks with Joe O’Mara, on the shifting demand environment for airlines. Becker shares her thoughts on changing travel patterns, with hybrid work influencing Americans’ travel preferences and international travel on the rise. She discusses how geopolitical risks, rising fuel costs, and challenges like pilot shortages and aircraft delivery delays are impacting the industry. Becker also predicts a divide in airline performance, with strong carriers continuing to thrive while others may struggle. Looking to the future, she emphasises the role of government support, industry consolidation, and the potential for sustainable aviation fuel in shaping long-term sustainability. Don’t miss this comprehensive outlook on the airline industry.
A series of podcasts from Airline Economics in partnership with KPMG Ireland speaks to professionals of the commercial aviation finance and leasing industry, who share their thoughts on the aviation industry.
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