Time on Wing Podcast

We sit down with Tim Bacchus, Investor Relations Director for Avation, to trace his career journey and the strategic evolution of Avation within the aircraft leasing sector. Tim offers a deep dive into the unique hurdles and opportunities facing the regional and narrowbody markets, highlighting how Avation maintains its competitive edge. Our conversation spans the broader macro landscape—from the volatility of jet fuel prices and the ripple effects of global events to the post-pandemic resilience of lessors. We also tackle the shifting tides of airline consolidation, the long-term outlook for aircraft values, and why the industry remains bullish on...

Steve Williamson of Crestone Air Partners joins us for the most recent podcast to discuss aircraft leasing and investing in the new world of expensive fuel.  We talk mid-life aircraft, the value of engines, and the potential for future markets.

Industry expert John Heimlich shares his 25-year journey through the aviation sector, discussing key challenges like ATC modernization, industry crises, and future outlooks. This episode includes insights into the evolution of airline operations, regulatory hurdles, and the strategic moves shaping the future of aviation.

Ian discusses his roles at SH&E and GECAS, the challenges he faced in consulting, and his transition to Brigade Capital where he learned about aircraft leasing and finance. He also delves into the helicopter leasing market, the establishment of Waypoint, and the impact of fluctuating oil prices on the industry. The discussion concludes with insights on the grounding of the EC-225 and its implications for investors. In this conversation, Ian discusses the complexities of the aviation industry, particularly focusing on aircraft groundings, risk management, and the dynamics of the helicopter market. 

He shares insights on the f...

Steve Hennigan shares his evolution from a pilot to a leader in airport operations. He pulls back the curtain on the complexities of managing hubs like Denver, Houston, and RSW—discussing everything from engineering runways for the Boeing 777X and navigating complex financial strategies to weathering hurricanes and planning for the future of travel. 

Steve recounts his journey from flying for FedEx and United to overseeing major airport operations. This episode dives into the business side of aviation, covering the strategic planning required for future infrastructure, the financial intricacies of bond refinancing and FAA funding, and the dai...

Aaron Prothero shares his journey into the aviation industry, influenced by his family's background.  

Aaron discusses Aerolease's unique investment approach in aviation and in other alternative assets. We discuss the competitive landscape of trading in aviation, particularly focusing on the A330 market. Aaron shares insights on investment strategies, the impact of COVID-19 on the aviation industry, and the resurgence of the A330-300 as a viable aircraft. 

The episode also covers challenges in maintenance, repair, and operations (MRO), the future of widebody aircraft, and the evolving cargo market. Prothero emphasizes the importance of luck, strategic ti...

Jeremy Barnes shares his unconventional journey from banking to aviation, emphasizing the importance of analytical thinking and strategic partnerships in the aircraft leasing industry. He discusses the challenges faced during the early 90s, the evolution of Falko, and the significance of building relationships in the regional aviation market. 

Jeremy also highlights misconceptions about regional aviation and the need for a better understanding and valuation of the sector. In this conversation, Jeremy discusses the complexities and challenges of the regional aircraft market, including managing engine lifecycles, pursuing strategic acquisitions, and understanding customer needs. He emphasizes the significance of d...

Gary Weissel shares his extensive journey in the aviation industry, detailing his transition from aspiring doctor to aerospace engineer, his significant tenure at Delta Air Lines, and his eventual move into consulting and founding Tronos. He discusses the challenges and experiences he faced in various roles, including asset management and working with VIP aircraft, providing insights into the complexities of the aviation sector. 

Gary delves into the intricacies of aircraft completion centers, the artistry involved in VIP aircraft interiors, and the challenges of valuing these high-end modifications. We discuss innovations in aerial firefighting aircraft and the training o...

Subodh Karnik shares his extensive career journey in the aviation industry, detailing his experiences from being a management consultant to working with major airlines like Northwest, Continental, and Delta. He discusses the impact of antitrust immunity on airline partnerships, the challenges faced by Caribbean airlines like Air Jamaica, and the emergence of new players like Arojet. The conversation also touches on the effects of 9/11 on Delta Airlines and the evolving landscape of low-cost carriers like Spirit Airlines. In this conversation, Courtney Miller and Subodh Karnik delve into the evolving landscape of the airline industry post-COVID, discussing the dynamics of...

In this episode, we sit down with Ryan Goepel, CEO of Global X (Global Crossing Airlines), to uncover the incredible story of building a successful charter airline from the ground up during a global pandemic.

Ryan shares his unconventional journey from the finance and oil & gas industries to the C-suite of an airline—a transition kick-started by simply being "the Canadian guy" they needed for an investment. Learn about Global X's "hedgehog strategy" of flying "forgettable flights" and how their unique business model allows them to thrive by de-risking operations and maximizing the value of mid-to-late life ai...

Richard discusses the evolving landscape of the aviation industry, focusing on the significant changes in the defense sector and their implications for commercial aviation. He emphasizes the importance of NATO alliances, the challenges posed by geopolitical tensions, and the need for new aircraft designs to meet market demands. The conversation also touches on engineering talent shortages, the role of AI, and the growing influence of China in global defense dynamics. Richard provides insights from the latest Air Show and highlights the mid-market aircraft opportunity as a key area for future growth.

Eric Tanner shares his lifelong passion for aviation, detailing his journey from a childhood obsession to a successful career in the airline industry. He discusses his educational background, the challenges he faced in network planning, and the unique dynamics of working at Flair Airlines amidst a competitive landscape. The conversation highlights the blend of art and science in aviation, emphasizing the importance of relationships and strategic thinking in network planning. 

Eric discusses the challenges and strategies in the airline industry, particularly focusing on revenue management, the dynamics of the North American market, and the economics of aircraft o...

George Ferguson shares his journey from a childhood fascination with aviation to a successful career in aerospace analysis at Bloomberg. We cover various themes, including the dynamics of the civil and defense aerospace sectors, the impact of NATO spending on European defense, and the challenges posed by supply chain issues. Ferguson also addresses the future of commercial aircraft development, the rise of Chinese competitors, and the importance of technological advancements in the industry. 

The conversation concludes with insights into the balance of risk in aerospace innovation and the ongoing evolution of the market. In this conversation, George F...

Shannon discusses his newly launched book, 'Insights for Aviation Business Professionals,' which aims to bridge the knowledge gap in aircraft performance characteristics among finance professionals in the aviation industry. 

He elaborates on the key specifications that influence aircraft selection, emphasizing the importance of engine reliability and durability, as well as the operational characteristics that impact performance. 

The discussion also touches on the future of aircraft design, emphasizing the role of aerodynamics and the increasing value of maintenance in aircraft investment decisions.

Donna Ager is our guest for this podcast - a legal expert in aviation. We discuss various aspects of aviation law, including the challenges faced by women in the field, the impact of AI on the industry, and the importance of networking and building connections. 

Phil Bolger shares his extensive journey in the aviation industry, detailing his early influences, the challenges he faced, and the evolution of aircraft leasing. He discusses the strategic growth of GPA, the dynamics of aircraft financing, and the innovations that have shaped the market. Phil also reflects on the role of leasing in airline operations and offers insights into the future of the industry. This conversation delves into the evolution of aircraft leasing, highlighting the significant changes in financing structures, the role of joint ventures, and the impact of sale-leasebacks on the industry. The discussion also covers the risks...

Phil Seymour shares his extensive journey in aviation, starting from his childhood under the flight path of Heathrow Airport to his career at British Airways and beyond. He discusses the challenges and transitions he faced, including the impact of economic downturns on the aviation industry, his experiences living abroad, and the founding of an airline. Phil also highlights the importance of adaptability and innovation in navigating the complexities of the aviation sector. In this conversation, Phil Seymour discusses his journey in the aviation industry, emphasizing the importance of innovation, data analytics, and leadership during crises. He reflects on the...

Conor McCarthy shares his journey in aviation, starting from his apprenticeship at Aer Lingus at the age of 16. He discusses his early experiences, the challenges he faced, and his rise through the ranks to become an executive. Conor highlights the transformative period for Aer Lingus with the introduction of the Airbus A330, the challenges posed by competitors like Ryanair, and the strategic decisions made to adapt to the evolving aviation landscape. His insights reflect a deep passion for the industry and a commitment to innovation and progress.

In this conversation, Ken Newton shares his extensive experience in the aviation industry, detailing his journey from the Marine Corps to Alaska Airlines. He discusses the evolution of Alaska Airlines, the importance of safety culture, and the challenges faced during mergers and integrations. Ken also addresses the current state of engine technology, supply chain challenges, and the future of the airline industry as he prepares for retirement.

Ken discusses his path through the Marine Corps, Flying Tigers, FedEx, and Alaska Airlines. The conversation focuses on engines, including Ken's experience with the CFM56 and the new LEAP-1B...

David shares his journey in the aviation industry, detailing his transition from a sales assistant to the founder of Setna IO. He discusses the challenges faced during the COVID-19 pandemic, the strategic decisions made to navigate the crisis, and the subsequent growth of his company. Chaimovitz emphasizes the importance of understanding the market, building relationships, and maintaining a proactive approach in business. He also shares insights on the future of the aviation industry and the potential for continued growth despite challenges. 

David discusses the intricacies of managing aircraft parts and the MRO business, emphasizing the importance of d...

Evan details his journey through various roles in aircraft financing and consulting. We discuss the evolution of the aviation industry, the impact of financial innovations, and the significant changes brought about by events like 9/11. The speaker also highlights their recent work in forecasting and consulting within the aircraft ABS market, showcasing their expertise and insights into the industry's future. This conversation delves into the complexities of the aviation finance market, focusing on the dynamics of asset-backed securities (ABS) and the evolving landscape post-COVID. The speakers discuss investment opportunities, the impact of global events on aviation, and the resilience of...

We welcome back Mark Streeter and Jamie Baker from JP Morgan Chase.  We discuss what happened in 2024 and what's likely to happen in 2025 in commercial aviation.

The conversation provides a comprehensive update on the airline industry, focusing on market trends, capacity discipline, leasing strategies, and financial maneuvers such as sale leasebacks. The speakers discuss the implications of these factors for 2024 and beyond, highlighting the evolving dynamics of the airline market and the influence of OEMs on capacity and leasing strategies. They also reflect on unexpected developments in aircraft recovery and the overall financial health of airlines. In t...

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In this conversation, Mike Platt and John Shavinsky share their diverse backgrounds in aviation, discussing their journeys from engineering to legal roles and the evolution of the aviation industry. They delve into the complexities of aircraft leasing, the challenges faced by airlines today, and the implications of current market dynamics on future aircraft orders. The discussion highlights the importance of experience and knowledge in navigating the aviation landscape, especially in light of recent industry changes. This conversation delves into the complexities of the aircraft leasing market, exploring the challenges faced by airlines and lessors...

Brian Rynott shares his journey through the aviation industry, detailing his early passion for aviation, career transitions, and experiences at major companies like American Airlines and AWAS. He discusses the evolution of Intrepid Aviation and his current role, providing insights into the aviation landscape and personal anecdotes that shaped his career. In this conversation, Brian Rynott discusses his journey in the aviation industry, particularly during the COVID-19 pandemic. He emphasizes the importance of building long-term relationships with clients, understanding the intricacies of the business, and leveraging data to inform marketing strategies. Rynott also highlights the evolving role of airlines...

Summary

In this conversation, Jochen Schnadt shares his lifelong passion for aviation, detailing his journey from aspiring pilot to air traffic controller, and eventually to founding JetMagic and Fly4 Airlines. He discusses the challenges faced in the airline industry, particularly during the COVID-19 pandemic, and the evolving consumer behavior that impacts travel patterns. Jochen emphasizes the importance of adaptability in aviation and reflects on the industry's need to improve its narrative regarding environmental challenges. The discussion also touches on the role of ACMI in modern aviation and the significance of understanding market dynamics.

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This episode turns the tables on Gueric and Courtney by having industry listeners interview them.  David Sims and Brian Rynott join to torture the original hosts with questions about themselves.  This podcast touches on the history of the podcast, as well as leadership styles and lessons learned.

Adam Pilarski shares his background and journey in aviation, from his initial disinterest in the industry to his career at McDonnell Douglas and eventually joining of Avitas. He emphasizes the importance of understanding the logic behind business decisions and the value of being authentic and truthful in his work. Adam also discusses the evolution of data and resources in the industry, highlighting the need to balance the use of advanced models with a clear understanding of the underlying reasons and relationships. He concludes by expressing his passion for economics and his enjoyment of his work. In this conversation, Adam...

Bryson Monteleone shares his journey in the aviation industry, starting from his work in politics to his transition into aviation consulting. He discusses his experience working for Mort Beyer and the valuable insights he gained from the industry luminary. Bryson also talks about his time at MBA and the challenges he faced, including a lawsuit over his first appraisal. 

He then explains his role at PwC and the unique services his team provides in aviation finance advisory. The conversation touches on the changing approach to appraisals and the evolving needs of clients in the industry. The conversation e...

Rob Dewar shares his journey in aviation, from his childhood fascination with planes to his career at Bombardier and Airbus. He highlights the importance of curiosity and a passion for learning in pursuing a career in aerospace. Dewar also discusses the challenges and milestones of developing the C-Series (now A220) aircraft, including the development of a full-scale wooden mock-up and the successful first flight. He emphasizes the global nature of the aviation industry and the need for continuous innovation and sustainability in the coming years.

Steve Rimmer shares his journey in the aviation industry, which started with his upbringing and passion for airplanes. He discusses how chance and being in the right place at the right time played a role in his career. Steve talks about his experience working with British Aerospace, Security Pacific Bank, Curtis & Company, and Guggenheim Partners. 

He emphasizes the importance of having a strong team and expertise in understanding the asset in aviation investing. Steve also discusses the challenges of commoditization in the industry and the need to go beyond spreadsheets to make informed investment decisions. In this c...

Frank O'Hagan shares his journey in the aviation industry, from growing up at an airport to working in aircraft maintenance and transitioning to the banking side of aviation. He discusses his experiences with aircraft, leasing, and the challenges of managing aircraft transitions and inspections. The conversation covers a wide range of topics related to the aviation industry, including the role of technical teams in auditing maintenance facilities, the responsibilities of a head of marketing, challenges and opportunities in the leasing industry, the impact of environmental regulations, and the importance of maintenance skills in the leasing industry. The conversation covers...

Mary Ellen Jones (Mej) has had quite a journey through the aviation industry, from her early career in government relations to her transition into sales and her experiences during the COVID-19 pandemic. She shares insights into the challenges, benefits, and surprises of her career, highlighting the fulfillment she found in various roles and the importance of mentorship and adaptability. 

The conversation covers Mej's experience in the aviation industry, including her transition to working in Asia Pacific and China, the challenges she faced, the importance of reliable childcare, and the impact of assumptions on career decisions. It also d...

Summary
Edmond Huot talks with Gueric and Courtney about branding in the airline industry. 

The conversation explores the importance of understanding the client's personality and decision-making dynamics in creating effective campaigns. It delves into the story of working on the Island Air brand and the involvement of Larry Ellison. The discussion also touches on the significance of liveries in branding and the role of AI in the industry. The guest emphasizes the need to marry new technology with a retro feel and the importance of human creativity and intention in design. The conversation concludes with a f...

Brett Snyder shares his journey in the aviation industry, starting from his childhood fascination with airplanes to working in the airline and travel industry. He discusses his experiences at America West, United, and PriceGrabber, as well as the founding of his blog, Cranky Flier, and his travel agency, Cranky Concierge. He also talks about his challenges during the pandemic and how he adapted his business to survive. 

The conversation covers the evolution of the Cranky Network Weekly and the weekly discussions on airline schedules. They discuss the challenges of forecasting schedules during the COVID-19 pandemic and the u...

What would it take to break up the duopoly?  A lot of money, strong aftermarket support, and a healthy dose of insanity.

Ross Mitchell of MHIRJ joins us on the Time on Wing Podcast to discuss his history in the regional space.  

The conversation also touches on the challenges of flying gliders and the transition to powered airplanes. Ross discusses his transition from contracts to marketing at Bombardier and shares insights into the aviation industry during the early 2000s, including campaigns and the factors that influenced airline decisions. The conversation covers various topics related to th...

What if the most efficient way to move air travelers might be on the ground?

Seat costs and carbon emissions 90% lower than airborne options, industry-leading seat pitch, 100% available wifi, air-side connections, and the guaranteed lowest cruise altitude... flight level zero.

David Sunde of The Landline Company shares how he used his extensive knowledge of airline networks to find the most cost-effective, sustainable way to connect passengers.

Takeaways

-The aviation industry is complex and fascinating, with various aspects such as revenue management, engineering, and operations.
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 Understanding the intersection of a...

Lawfirm vs. lessor vs. airline - which is a more demanding environment?

Priscilla Branco, SVP of Marketing for Macquarie Air Finance, talks through her history in law, airlines, and aircraft lessors.  We also spend time discussing the Latin American market and what makes it so dynamic.

Priscilla brings a breadth of knowledge to the Time on Wing podcast and finally gives the Latin American market the attention it deserves.

What does aircraft and engine maintenance have to do with leasing aircraft?  Everything.

We have a conversation with Shannon Ackert to talk about the changes coming in the industry with maintenance costs and escalation.  Shannon regales listeners with a master class in the technical side of aircraft financing.

What are some of the challenges the airline industry is facing in achieving sustainability?

We talk sustainability with Shashank Nigam and Dirk Singer of Simpliflying.  The discussion proves to be far more nuanced than "don't emit carbon."

How do aircraft manufacturers consider new aircraft development?

This latest Time on Wing podcast welcomes Andy Shankland, Managing Director and Partner at Seabury Aviation Partners.  Andy's former roles included time at British Aerospace and Airbus, which brings a bounty of experience for  him to call on during the podcast.