Study Group: Aircraft Leasing Professionals
Council Members in this Study Group: 172
This study group may include experts knowledgeable on topics such as aerospace & defense, building materials, chemicals, construction, oil & gas, timber & forest products, utilities & power generation, mining, agriculture, industrial equipment and transportation, among others.
Contact Gerson Lehrman Group to survey or consult with members of this Study Group
Leading institutions connect with members of this Study Group through GLG
Leading Experts in this Study Group
Doug McVitieFounder & Chief Consultant
Arran Aerospace
Doug McVitie is the Founder and Chief Consultant at Arran Aerospace, a firm providing consulting services in the aerospace and defense industry. Prior, Mr. McVitie was Director of Sales Intelligence at Airbus in Toulouse, France. He has spent 30 years...
- Craig Cates
Consultant
CRAIG CATESCraig Cates is an independent consultant in the airlines and aerospace industry. Prior, Mr. Cates was General Manager of Supply Chain at Delta Airlines. He oversaw a supply chain budget of $500M and was responsible for sourcing raw materials, finished...
Richard AboulafiaVice President, Analysis
TEAL GROUP CORPORATIONRichard Aboulafia is the Vice President of Analysis at Teal Group, a firm providing consulting services in the aerospace industry. Mr. Aboulafia is responsible for managing a team of experts who forecast aerospace markets including engines, electronics,...
Jay ThompsonPresident and General Manager
Transportation Business AssociatesJay Thompson is the President & General Manager at Transportation Business Associates; a firm providing planning, marketing, energy, carbon reduction, M&A / BK and investment consulting services to financiers; investors; top-name shippers; trucking companies;...
Scott CarnahanGeneral Partner
Carnahan Black Pearl LPScott Carnahan is Principal at Carnahan Black Pearl, an accounting consulting firm, and was previously a Partner in the Structured Finance Group and a National Director of Advisory Services with KPMG. Scott has more than 24 years of experience serving...
GLG NewsSM Analyses by this Study Group's Leading Experts(?)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
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Truck Order Predictions Pretty Well Laid Out Through 2010
November 19, 2009
Analysis by: Jay Thompson, President and General Manager,Truck orders indicate pre-2010 surge | www.etrucker.com
In the midst of the optimism with the recent surge in truck orders, reality is setting back in that 2010 truck orders will be slow due to the mew emissions rules - again! We have written several articles over the last 6-months about the slow truck sales marketplace leading into the current prebuy. So here’s a look ahead....
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Integrated Fuel Technologies Non-Urea SCR Option Hits A Speed-Bump
November 16, 2009
Analysis by: Jay Thompson, President and General Manager,Cover Story: Pipe Schemes | www.seattleweekly.com
One of the two non-urea Selective Catalyst Reduction (SCR) developers as noted in GLG articles has legal problems prompting potential major users to steer clear for now. The referenced article by Laura Onstot for the Seattle Weekly is an interesting read including alleged money, fraud, religion, mistresses and other sorted issues - but more about business issues than the technology.
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JB Hunt Intermodal Will Do Well For A Couple of BIG Reasons
November 11, 2009
Analysis by: Jay Thompson, President and General Manager,J B Hunt (JBHT) Gets S&P 4 Star Buy Rating But Showing Bearish Technicals | www.marketintelligencecenter.com
After 20-years, Intermodal as pioneered by JB Hunt and United Parcel Service is even more of a bright spot. I share our colleague Mr. Williams’ optimism regarding Intermodal - and that for JB Hunt’s continued success therein. There are idiosyncrasies in the numbers discussed that offers an opportunity for a different look.
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Not All Real Estate Is the Same - 4 Different Issues
November 9, 2009
Analysis by: John Salomone, Managing Director,Handling real estate loans will be a tough act | www.dallasnews.com
Real estate financing and refinancing poses 4 different levels of risk for lenders and owners, based on the project life cycle and its financing and overall structure. Broad statements about the looming problems are just that "broad statements" Real estate market participants must look at each transaction within the context of the 4 kinds of Real Estate Finance Structures, if they want to properly assess financing and refinancing values, issues and risk.
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Class 8 Truck Prebuy Is Coming To An End - 2010 Skepticism Here!
November 6, 2009
Analysis by: Jay Thompson, President and General Manager,Class 8 Orders See Sharp Rise From September | www.truckinginfo.com
FTR Associates President Eric Starks shows North America Class 8 October order numbers at 21,792 trucks. This is a rate more triple than we were seeing February through July of this year - ranging 6,000-8,000 per month and double the August and September numbers. My friend Eric knows the numbers better than most, so we’ll offer some customer comments as to why.
Members in this Study Group include these company types:
- Consulting Firm (ei)
- Financial Services Company (ei)
- Consulting Firm
- Passenger Airline (ei)
- Specialty Finance/Leasing
Members in this Study Group often have these job titles:
- President
- Principal
- Chief Executive Officer
- Director
- Owner
- Managing Director
- Partner
- Sales
Related Study Groups
GLG Live Meetings with this Study Group's Leading Experts (?)
May 19, 2009 | San Francisco
GLG Seminar: (SF) Securities Accounting and Valuation ChangesOctober 30, 2008 | New York
GLG Seminar: (NYC) Commercial AviationJuly 30, 2008 | New York
GLG Seminar: (NYC) Farnborough International Air Show Summary with Richard AboulafiaGLG Webcasts & Teleconferences
Leading Experts in Aircraft Leasing Professionals have not participated in any GLG webcasts.
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