'Look Where People Aren't Looking': How to Find Opportunity in a Dislocated Market w/David Yu
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The commercial aircraft and engine market may be dislocated but that doesn’t mean there aren’t opportunities for discerning investors. In many ways, the lack of efficiency is the opportunity.   Where are the opportunities right now?   In this episode, co-founder of Inception Aviation Holdings, Adjunct Professor of Finance at NYU Shanghai, and author of Aircraft Valuation: Airplane Investments as an Asset Class, David Yu returns. He gives his take on aviation right now, including Boeing, the supply chain, the regional airline crisis and why he thinks the industry headed in a good direction.   There’s definitely some more efficiencies to be gained out of the current generation, but first off, let’s make sure they are working properly, as advertised. -David Yu    Three Things You’ll Learn In This Episode    -An innovation stalemate With no new engine or airframe on the horizon, where will the developments come from over the next few years?   -How to find the opportunity right now What are some of the challenges the European and Asian markets are facing, and what are the possible solutions?   -Parked planes don’t make any money Is the real opportunity for regional jets affected by the pilot shortage overseas?   Guest Bio   David Yu is the Managing Director, Chief Investment Officer, and co-founder of aviation investing and financing firm, Inception Aviation Holdings. He is also the Executive Director of IBA Group in Asia, a leading global aircraft appraisal and consultancy. A recognized expert in cross-border finance and investing, David is an Adjunct Professor of Finance at NYU Shanghai, where he teaches the ‘Investing and Financing In and With China’ class. David is the author of Aircraft Valuation: Airplane Investments as an Asset Class and a Forbes contributor.   To find out more, go to: http://davidyuda.com https://www.amazon.com/Aircraft-Valuation-Airplane-Investments-Asset/dp/9811567425  https://www.forbes.com/sites/davidyu/?sh=51431f782d7d Or contact David at [email protected] 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 OEMs, 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.
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