ISTAT Jetrader - Summer 2022 - 18

AUDIENCE POLLS
How far to the right will the
war in Ukraine push the
recovery curve?
* None or negligible: 10%
* 1 year: 50%
* 2 years: 15%
* 3 years or more: 18%
* No clue: 8%
Are we at the bottom of the
value cycle?
Not yet at the bottom:
Yes, right about now:
39%
18%
43%
Past the bottom:
RIGHT:
The Appraisers
Panel, from left:
moderator John
Vitale, Mike
Yeomans, George
Dimitroff and
John Mowry.
ABOVE: The Capital Markets Panel, from left: moderator Mark Streeter, Kinnary
Armstrong, Pam Hendry, Rafael Kuhn, Betsy Snyder and Greg Willis.
years of pushing the recovery curve.
It's hard to see how there's immediately
going to be a resolution to the conflict
there. The longer it drags out and
sanctions are in place, the longer the
risk to the recovery drivers. "
Vitale asked each panelist what
they see as a permanent shift since
the pandemic and if they have changed
their approach to modeling given
what we've been through. Yeomans
said: " We haven't changed anything
fundamentally, but there are some
aircraft types we've changed our longerterm
view on based on what we've
seen during the pandemic. It's been
a catalyst but hasn't fundamentally
changed how we see aircraft values. "
Dimitroff said: " Nothing changed
about our methodology, but the industry
will be looking at risk very differently
moving forward. I think there will be a lot
more emphasis on jurisdiction and country
18 * THE OF F I C I AL PUBL I CAT I ON OF ISTAT
risk. Less emphasis on gentlemen's
agreements and more on how likely it is for
something to go wrong. "
Mowry said: " For the last 30 years,
we've been in an environment where
interest rates have gone down, and
it looks like it'll be going in the other
direction. The industry needs to be
mindful of the impact that rising interest
rates are likely to have on financing and,
in turn, asset values. "
Capital Markets
The next panel, titled " Capital Markets:
Pandemic Lessons Learned & the
Path Forward, " was moderated by
Mark Streeter, managing director at
JP Morgan. The panelists consisted of
Kinnary Armstrong, executive director
of Mizuho Securities USA; Pam Hendry,
vice president and treasurer at United
Airlines; Rafael Kuhn, managing director
at Deutsche Bank; Betsy Snyder, director

ISTAT Jetrader - Summer 2022

Table of Contents for the Digital Edition of ISTAT Jetrader - Summer 2022

From the President
ISTAT News & Events
Perspectives: Q&A With Juan Carlos Zuazua
Reinvigorated in San Diego
The Inspirational Impact of D&I Awareness
4 Key Areas to Decarbonize Aviation
Appraisal: Boeing 737-800BCF and ATR 72-600
ISTAT Foundation: Spotlight on the Humanitarian Committee
At a Glance: Caroline Lusby
Advertiser Index
ISTAT Jetrader - Summer 2022 - Intro
ISTAT Jetrader - Summer 2022 - Cover1
ISTAT Jetrader - Summer 2022 - Cover2
ISTAT Jetrader - Summer 2022 - 1
ISTAT Jetrader - Summer 2022 - From the President
ISTAT Jetrader - Summer 2022 - 3
ISTAT Jetrader - Summer 2022 - 4
ISTAT Jetrader - Summer 2022 - 5
ISTAT Jetrader - Summer 2022 - 6
ISTAT Jetrader - Summer 2022 - 7
ISTAT Jetrader - Summer 2022 - ISTAT News & Events
ISTAT Jetrader - Summer 2022 - 9
ISTAT Jetrader - Summer 2022 - Perspectives: Q&A With Juan Carlos Zuazua
ISTAT Jetrader - Summer 2022 - 11
ISTAT Jetrader - Summer 2022 - 12
ISTAT Jetrader - Summer 2022 - 13
ISTAT Jetrader - Summer 2022 - Reinvigorated in San Diego
ISTAT Jetrader - Summer 2022 - 15
ISTAT Jetrader - Summer 2022 - 16
ISTAT Jetrader - Summer 2022 - 17
ISTAT Jetrader - Summer 2022 - 18
ISTAT Jetrader - Summer 2022 - 19
ISTAT Jetrader - Summer 2022 - 20
ISTAT Jetrader - Summer 2022 - 21
ISTAT Jetrader - Summer 2022 - 22
ISTAT Jetrader - Summer 2022 - 23
ISTAT Jetrader - Summer 2022 - 24
ISTAT Jetrader - Summer 2022 - 25
ISTAT Jetrader - Summer 2022 - 26
ISTAT Jetrader - Summer 2022 - 27
ISTAT Jetrader - Summer 2022 - The Inspirational Impact of D&I Awareness
ISTAT Jetrader - Summer 2022 - 29
ISTAT Jetrader - Summer 2022 - 30
ISTAT Jetrader - Summer 2022 - 31
ISTAT Jetrader - Summer 2022 - 4 Key Areas to Decarbonize Aviation
ISTAT Jetrader - Summer 2022 - 33
ISTAT Jetrader - Summer 2022 - 34
ISTAT Jetrader - Summer 2022 - 35
ISTAT Jetrader - Summer 2022 - Appraisal: Boeing 737-800BCF and ATR 72-600
ISTAT Jetrader - Summer 2022 - 37
ISTAT Jetrader - Summer 2022 - 38
ISTAT Jetrader - Summer 2022 - 39
ISTAT Jetrader - Summer 2022 - ISTAT Foundation: Spotlight on the Humanitarian Committee
ISTAT Jetrader - Summer 2022 - 41
ISTAT Jetrader - Summer 2022 - At a Glance: Caroline Lusby
ISTAT Jetrader - Summer 2022 - 43
ISTAT Jetrader - Summer 2022 - Advertiser Index
ISTAT Jetrader - Summer 2022 - Cover3
ISTAT Jetrader - Summer 2022 - Cover4
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