David Andrews
David Andrews
Speaker
Founder, Managing Partner – Transport

Hudson Structured Capital Management

United States

David Andrews is a Founder at Hudson Structured Capital Management Ltd. with primary responsibilities as the Managing Partner and Chief Investment Officer for the Transportation Strategy.

Most recently, Mr. Andrews was an Executive Vice President at PIMCO where he was the primary Credit Portfolio Manager covering Transportation for 10 years. Mr. Andrews also served as a member of PIMCO’s Shadow Investment Committee. He managed a multi-billion exposure through the bankruptcies of American, Delta, Northwest, US Air and United, GM and Chrysler. In addition, he assisted in restructuring the Enhanced Equipment Trust Certificate (EETC) product, which reopened the public debt market to US airlines following the financial crisis in 2009. Following this, he was instrumental in the issuance of the first international EETC.

Prior to PIMCO, Mr. Andrews was an Institutional Investor ranked fixed income analyst at UBS Securities. Mr. Andrews also worked in commercial banking for 12 years at The Bank of New York.

Mr. Andrews graduated from Kenyon College with a Bachelor of Arts in Anthropology and holds a Master of Business Administration from Pace University, Lublin School of Business.

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Sessions

Main Agenda

  • What are the risk to reward ratios for each asset class?
  • Are investors looking to diversify their portfolios or move away from aviation?
  • What are the benefits currently of investing in aviation? Is aviation a high yield asset?
  • How long-term or 'sticky' is the money in aviation?
  • How important are company and country types for investors when assessing investment opportunities?

Edward Tsai
Managing Director, Wafra Inc.
David Andrews
Founder, Managing Partner – Transport, Hudson Structured Capital Management
Christian Wolff
Head of Syndicate & Investor Markets, Helaba
Anyi Lee
Managing Director, Blackstone
Moderator
Michael Draz
Shareholder, Transportation, Vedder Price