Beyond the Short-Term Pain of a Crisis is the Opportunity with David Yu episode artwork

EPISODE · Jul 30, 2020 · 35 MIN

Beyond the Short-Term Pain of a Crisis is the Opportunity with David Yu

from The Aerospace Executive Podcast · host Craig Picken

With domestic air travel reopening across the world the airlines are bouncing back. But there is more short term pain.      To move forward from this crisis let’s focus on the fact that there’s opportunity for long-term gain. Who do the airline turn to for survival? Governments? Capital Markets?    Industry expert, Senior ISTAT Aircraft Appraiser and successful investment professional, David Yu, shares his thoughts.       Domestic flights have bounced back somewhat, but when it comes to international travel, governments will be the wild card. -Craig Picken     Three Things You’ll Learn In This Episode    How investors should respond to the ongoing crisis In light of the continuing challenges faced by the industry, lessors and benefactors may need to consider a second wave of rent deferrals. Debt repayments need to be restructured realistically.  Why we need to avoid liquidation during this period We’re essentially a frozen market, so now is not the time to liquidate or sell. Why we need to stop tending the wound It makes sense to reduce risk in a crisis market but there must be a shift to growth. If we keep holding back, we’ll never reach the next stage of development. Learn More About Your Host:   Co-founder and Managing Partner for Northstar Group, Craig is focused on recruiting senior level leadership, sales and operations executives for some of the most prominent companies in the aviation and aerospace industry. Clients include well known aircraft OEM’s, aircraft operators, leasing / financial organizations, and Maintenance / Repair / Overhaul (MRO) providers.    Since 2009 Craig has personally concluded more than 150 executive searches in a variety of disciplines. As the only executive recruiter who has flown airplanes, sold airplanes, AND run a business, Craig is uniquely positioned to build deep, lasting relationships with both executives and the boards and stakeholders they serve. This allows him to use a detailed, disciplined process that does more than pair the ideal candidate with the perfect opportunity, and hit the business goals of the companies he serves.    Guest Bio   David Yu is the Chairman of China Aviation Valuation Advisors (CAVA) and its sister firms, Asia Aviation Valuation Advisors (AAVA) and Korea Aviation Valuation Advisors (KAVA). He is the only Senior ISTAT Aviation Appraiser in North Asia and China, and is a Forbes Contributor and thought leader in cross-border financing, real assets, and aviation finance and leasing. David is also a Professor of Finance at New York University Shanghai and Stern.    To find out more about David, head to: http://davidyuda.com/ https://www.forbes.com/sites/davidyu/#1ed07c622d7d

With domestic air travel reopening across the world the airlines are bouncing back. But there is more short term pain.      To move forward from this crisis let’s focus on the fact that there’s opportunity for long-term gain. Who do the airline turn to for survival? Governments? Capital Markets?    Industry expert, Senior ISTAT Aircraft Appraiser and successful investment professional, David Yu, shares his thoughts.       Domestic flights have bounced back somewhat, but when it comes to international travel, governments will be the wild card. -Craig Picken     Three Things You’ll Learn In This Episode    How investors should respond to the ongoing crisisIn light of the continuing challenges faced by the industry, lessors and benefactors may need to consider a second wave of rent deferrals. Debt repayments need to be restructured realistically.  Why we need to avoid liquidation during this periodWe’re essentially a frozen market, so now is not the time to liquidate or sell. Why we need to stop tending the wound It makes sense to reduce risk in a crisis market but there must be a shift to growth. If we keep holding back, we’ll never reach the next stage of development. Learn More About Your Host:   Co-founder and Managing Partner for Northstar Group, Craig is focused on recruiting senior level leadership, sales and operations executives for some of the most prominent companies in the aviation and aerospace industry. Clients include well known aircraft OEM’s, aircraft operators, leasing / financial organizations, and Maintenance / Repair / Overhaul (MRO) providers.    Since 2009 Craig has personally concluded more than 150 executive searches in a variety of disciplines. As the only executive recruiter who has flown airplanes, sold airplanes, AND run a business, Craig is uniquely positioned to build deep, lasting relationships with both executives and the boards and stakeholders they serve. This allows him to use a detailed, disciplined process that does more than pair the ideal candidate with the perfect opportunity, and hit the business goals of the companies he serves.    Guest Bio   David Yu is the Chairman of China Aviation Valuation Advisors (CAVA) and its sister firms, Asia Aviation Valuation Advisors (AAVA) and Korea Aviation Valuation Advisors (KAVA). He is the only Senior ISTAT Aviation Appraiser in North Asia and China, and is a Forbes Contributor and thought leader in cross-border financing, real assets, and aviation finance and leasing. David is also a Professor of Finance at New York University Shanghai and Stern.    To find out more about David, head to: http://davidyuda.com/ https://www.forbes.com/sites/davidyu/#1ed07c622d7d

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Beyond the Short-Term Pain of a Crisis is the Opportunity with David Yu

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With domestic air travel reopening across the world the airlines are bouncing back. But there is more short term pain.      To move forward from this crisis let’s focus on the fact that there’s opportunity for long-term gain. Who do the airline turn...

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