This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Aircastle CEO Presents At Deutsche Bank 2nd Annual Aircraft Financing & Leasing Conference (Transcript)

Aircastle Limited (AYR)

Deutsche Bank 2nd Annual Aircraft Financing & Leasing Conference

September 5, 2012, 11:30 a.m. ET


Ron Wainshal – CEO


Unidentified Analyst


Unidentified Representative

Ron Wainshal, I think most of you know him as Chief Executive Officer of Aircastle. Aircastle is a public lessor. Ron has a long, illustrious history in the business, including, as you may have gathered, some time in the hat house of [inaudible], so I’m very pleased to have Ron Wainshal here to present today. With that, Ron.

Ron Wainshal

Thanks, Doug. It’s hard to follow Mike, but I’ll give it a shot. I think a lot of you guys know who we are, but I’ll just kind of cover the basics and try to focus on what makes us different. Our portfolio is about 160 aircraft. It’s a large, diversified customer base. As I’ll take you through this briefly, we’ve done a pretty good job servicing this through some interesting times, and the contracted revenue stream is pretty long-term, it’s almost five years.

I think the approach we take is a little different in terms of how we integrate, the extent to which we integrate our capital structure and our investment approach, and we have to do that because we’re a stand-alone leasing company. We don’t have the big [inaudible] standing behind us or a big bank, and that’s been, the financing markets have been one of the most interesting and challenging parts of our business. But with that comes opportunity, particularly for those that have bond market access, and we do, and we also benefit from a good liquidity position. Having said that, we’re taking our time.

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $93.99 0.00%
FB $102.01 0.00%
GOOG $682.40 0.00%
TSLA $151.04 0.00%
YHOO $27.04 0.00%


Chart of I:DJI
DOW 15,973.84 +313.66 2.00%
S&P 500 1,864.78 +35.70 1.95%
NASDAQ 4,337.5120 +70.6750 1.66%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs