Air Lease Corp at JPMorgan Industrials Conference (Virtual) Transcript

Mar 16, 2021 / 06:50PM GMT
Jamie Nathaniel Baker - JPMorgan Chase & Co, Research Division - U.S. Airline and Aircraft Leasing Equity Analyst

All right. Welcome back, everybody, once again, to the JPMorgan Industrials Conference 2021. Moving right along today on our leasing track. We're delighted to have the team from Air Lease are calling in from California today. We've got Steve Házy. Actually, I shouldn't point because I don't know what boxes are arranged for the other viewers. But we've got the founder, Steve Házy; John Plueger, CEO; Greg Willis, CFO. And we didn't -- farther, putting together a deck today. I think we're just going to do this as we've done some of the earlier sessions today, just a vigorous Q&A. Hopefully, we find some areas to disagree, just to keep it interesting.

Before we got started, before we went live, the team was sharing with me some recent observations on business conditions, largely consistent with the gradual recovery, we're starting to see in passenger demand here in the U.S., but I thought it would be a good idea if they'd be willing to share some of those anecdotes, reiterate

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