A series of podcasts from Airline Economics in partnership with KPMG Ireland speaks to professionals of the commercial aviation finance and leasing industry, wh...
Norm Liu, CEO of Nordic Aviation Capital (NAC) with Joe O’Mara, Head of Aviation Finance at KPMG
In this episode of Aviation Global Leaders, we’re joined by Norm Liu, CEO of Nordic Aviation Capital (NAC), a leading aircraft leasing firm managing a fleet of 230 aircraft valued at over $3 billion. Liu provides a detailed look at the current state of the aviation industry, from strong demand outpacing pre-pandemic levels to the challenges of geopolitical tensions and supply chain disruptions. He discusses how delays from Boeing and Airbus are affecting lease rates and why the trading market remains active. Liu also shares his views on the importance of scale and niche strategies, and what a cautiously optimistic 2025 might look like for the sector.
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Greg Conlon, CEO of High Ridge Aviation with Joe O’Mara, Head of Aviation Finance at KPMG
In this episode of Aviation Global Leaders, we speak with Greg Conlon, CEO of High Ridge Aviation, about the company’s asset management platform, which has quickly gained traction since its launch two years ago in partnership with PIMCO. Conlon shares his insights into the aviation market’s recovery post-COVID, highlighting regional variations such as Southeast Asia’s slower rebound due to debt and state aid issues. He also discusses the impact of cost pressures, supply chain challenges, and his optimistic outlook for aviation’s future, driven by global GDP growth and interest rate cuts. Tune in for a deeper look at the dynamic forces shaping the aviation sector today.
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29:10
James Meyler, CEO of ORIX Aviation with Joe O’Mara, Head of Aviation Finance at KPMG
Welcome to the latest episode of the Aviation Global Leaders podcast. Today, we’re joined by James Meyler, CEO of ORIX Aviation, who shares his expert perspective on the aviation market's performance in 2025 in a conversation with Joe O’Mara, Head of Aviation Finance at KPMG. From the industry’s return to normal demand patterns and global profits projected at $20 billion to insights on the US oversupply, low-cost carrier success, and Asia’s strong recovery, Meyler dives deep into the trends shaping aviation. He also discusses the resilience of the aviation debt market, rising lease rates, and the push towards new technology aircraft and renewable energy investments. Stay tuned for this must-listen episode.
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Andy Cronin, CEO of Avolon in conversation with Joe O’Mara, Head of Aviation Finance at KPMG
Welcome to the latest episode of the Airline Economics and KPMG’s Aviation Global Leaders podcast series, where Joe O’Mara, Head of Aviation Finance at KPMG, is joined by Andy Cronin, CEO of Avolon, who shares insights on the company’s growth and strategic outlook for 2025. With the largest order book of any lessor, Avolon has seen a significant increase in demand for aircraft, with 200 new aircraft ordered in 2023 alone. Andy discusses the impact of supply chain delays, including challenges with steel availability and certification processes, as well as the rise in lease rates. Looking ahead, Avolon is focusing on sustainability and aims to have 75% of its fleet made up of new technology aircraft by 2025. Tune in for a deep dive into Avolon’s bold plans for the future and how it’s navigating the evolving landscape of the aviation market.
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33:22
Peter Barrett, CEO of SMBC Aviation Capital in conversation with Joe O’Mara, Head of Aviation Finance at KPMG
Welcome to another episode of Aviation Global Leaders, brought to you by Airline Economics and KPMG. Today, Joe O’Mara, Head of Aviation Finance at KPMG, is joined by Peter Barrett, CEO of SMBC Aviation Capital, who discusses the evolving aircraft leasing landscape. From navigating the shift from post-COVID recovery to the challenges of supply chain issues, Peter offers valuable insights on the resilience of the aviation industry, the importance of ESG, and the potential for consolidation in the leasing market. As we look toward 2025, Peter’s optimistic outlook provides a fresh perspective on the future of aviation finance. Stay tuned for an in-depth conversation with one of the industry’s top leaders.
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.