Overview

Join Bloomberg for an afternoon of insights and discussion focused on the aerospace, defense, and airline industries. The program will open with a global economic outlook, followed by a look at shifting defense spending trends across the U.S. and Europe.

We’ll then turn to the commercial aviation landscape, covering airline performance across key regions, aircraft deliveries, leasing trends, and where investors are seeing opportunities. The afternoon wraps with a panel discussion on aircraft values, followed by a networking reception with drinks and hors d’oeuvres.

Explore the full agenda below.

Agenda

Aerospace, Defense & Airline Outlook | Hosted by Bloomberg Intelligence

12:30 PM – 1:00 PM

Registration/Arrivals & Lunch served 

1:00 PM – 1:45 PM

Global Economic Outlook
Speaker: Stuart Paul, Bloomberg Economics

Kick off the afternoon with a macroeconomic update. Stuart Paul will present Bloomberg Economics’ view on global growth, inflation trajectories, and monetary policy impacts on the aerospace and defense landscape.

1:45 PM – 2:15 PM

Global Defense Spending Trends
Speakers: Will Lee & Wayne Sanders, Bloomberg Intelligence

Defense budgets are expanding in response to shifting geopolitical realities. Will Lee and Wayne Sanders will examine the evolving defense procurement environment in the U.S. and Europe, with a focus on key players, funding flows, and long-term implications for the sector.

2:15 – 2:30
The Commercialization of Space

Speaker: Brant Arseneau, Mach33

Brant will discuss Mach33’s analysis of SpaceEx and other private launch providers and ancillary businesses like Starlink.

2:30 – 2:45
Update on Private Aviation

Speaker: Don Spieth, VanGas

We check in on demand and values for small jets. Post-pandemic demand has been strong for private flying. How is demand holding up for charter, fractional and card companies and what does it mean for jet values.

2:45 PM – 3:00 PM

Networking Break 

3:00 PM – 3:30 PM

Commercial Aerospace & Airline Outlook
Speakers: Francois Duflot & George Ferguson, Bloomberg Intelligence

Explore the recovery and reshaping of global air travel. This session covers demand trends across North America, Europe, and Latin America, fleet strategy, leasing developments, and the delivery outlook for Boeing and Airbus.

3:30 PM – 4:15 PM

Investing in Aviation
Speakers: Evan Wallach & Reno Bianchi, Global AirFinance Services, Asterisk Advisors

A candid conversation about how we are evaluating risk in today’s ever changing aviation financing markets. Hear perspectives on the opportunities and pitfalls among several public secured and unsecured fixed-income instruments issued by aircraft lessors and airlines.

4:15 PM – 5:15 PM

Appraiser Panel: Aircraft Values in Focus
Panelists:
Paul O’Driscoll, Ishka
Gueric Dechavanne, Collateral Verifications
Mike Lapson, Cirium
Rikard de Jounge, Avitas

Leading appraisers come together to share insights on aircraft valuation trends, residual risk outlooks, and how macroeconomic and supply chain factors are influencing long-term fleet planning.

5:15 PM – 7:00 PM

Networking Reception

Cap off the day with drinks and hors d’oeuvres. Connect with fellow industry professionals, analysts, and investors.

When & Where

Thursday, April 24, 2025

12:30 PM – Guest arrival
1:00 PM – Program begins
5:00 PM – Reception begins
6:30 PM – Event ends

120 Park Ave.
New York, NY 10017
22 MPR

Register
Select

Bloomberg takes ample precautionary measures to safeguard employees, clients and guests, and is adhering to local health and safety guidelines and requirements.

By submitting my information, I agree to the privacy policy and to learn more about products and services from Bloomberg.
Sending...