15ο Ετήσιο Capital Link International Shipping Forum 

Sailing into Recovery

2 & 3, Μαρτίου, 2021

Ψηφιακό Συνέδριο

Το 15o Ετήσιο Capital Link International Shipping Forum θα πραγματοποιηθεί την Τρίτη & την Τετάρτη,  2 & 3, Μαρτίου,  2021 ως ψηφιακό συνέδριο, σε συνεργασία με τη Citi, το Χρηματιστήριο της Νέας Υόρκης (NYSE) και το NASDAQ.

Σε διάρκεια δύο ημερών, συμμετέχοντες από όλο τον κόσμο θα έχουν την ευκαιρία να παρακολουθήσουν 21 ενότητες συζητήσεων, 88 κορυφαίους παράγοντες  της ναυτιλίας από όλο τον κόσμο, συμπεριλαμβανομένων ανωτάτων στελεχών 46 ναυτιλιακών εταιρειών. Επιπρόσθετα, θα πραγματοποιηθεί μία σειρά από συναντήσεις 1×1 μεταξύ ναυτιλιακών εταιρειών και επενδυτών οι οποίες θα διοργανωθούν από τη Citi και την Capital Link.

Το Ετήσιο International Shipping Forum είναι γνωστό για τη μεγάλη συμμετοχή του από επενδυτές, πλοιοκτήτες και χρηματοδότες. Αποτελεί σημείο συνάντησης για υψηλόβαθμα στελέχη της ναυτιλίας και για στελέχη από τις οικονομικές και επενδυτικές κοινότητες που έχουν ενεργή συμμετοχή στη ναυτιλία. Το Φόρουμ πραγματοποιείται κάθε χρόνο στη Νέα Υόρκη και εξετάζει τα τρέχοντα μακροοικονομικά ζητήματα που συμβάλλουν στη διαμόρφωση και τις αλλαγές των διεθνών ναυτιλιακών αγορών. Φέτος λόγω των συνθηκών το Συνέδριο θα πραγματοποιηθεί σε ψηφιακή μορφή.

 

ΕΠΙΣΚΟΠΗΣΗ ΚΑΙ ΔΟΜΗ ΣΥΝΕΔΡΙΟΥ

Το Συνέδριο παρέχει εκτενή ανάλυση των διαφόρων ναυτιλιακών αγορών παγκοσμίως, καθώς επίσης και των μελλοντικών προοπτικών. Αυτή η πολύ σημαντική προσέγγιση ενισχύεται από την ανακοίνωση των ετήσιων οικονομικών αποτελεσμάτων των εταιρειών του προηγούμενου έτους. Επιπλέον, εξετάζει θέματα καταλυτικής σημασίας για τη ναυτιλία, όπως τη γεωπολιτική, τους περιβαλλοντικούς κανονισμούς, την τεχνολογία, τη διαχείριση της κρίσης των πληρωμάτων, την ανανέωση στόλου, την αντιμετώπιση του Covid-19, κυρώσεις και δασμούς, πρόσβαση σε πηγές άντλησης κεφαλαίων, και άλλα.

 

Η παρακολούθηση είναι δωρεάν.  Για τη συμμετοχή στο Συνέδριο, είναι απαραίτητη η εγγραφή στον ακόλουθο σύνδεσμο: http://forums.capitallink.com/shipping/2021newyork/index.html

 

ΠΡΟΓΡΑΜΜΑ ΣΥΝΕΔΡΙΟΥ

ΠΡΩΤΗ ΗΜΕΡΑ
Τρίτη, 2 Μαρτίου, 2021
Ζώνη ώρας: EST – Ανατολική

 

  ΕΙΣΑΓΩΓΙΚΑ ΣΧΟΛΙΑ / ΚΑΛΩΣΟΡΙΣΜΑ:

  • κα. Christa Volpicelli, Managing Director & Head of Maritime Investment Banking – Citi; Conference Co-Chairman
  • κ. Nicolas Bornozis, President – Capital Link

ΘΕΜΑΤΟΛΟΓΙΑ ΤΩΝ ΠΑΡΟΥΣΙΑΣΕΩΝ ΚΑΙ ΤΩΝ ΠΑΝΕΛ ΣΥΖΗΤΗΣΕΩΝ

 

A US EQUITY MARKET UPDATE

With a new administration in the US and the world transitioning out of the pandemic, the presentation will focus on the US and the global economies and the on the investment outlook in the US equity markets.

 

κ. Tobias Levkovich, Managing Director – Citi

                   

DRY BULK SHIPPING: SECTOR TRENDS & OUTLOOK

 

Συντονιστής: κ. Arlie Sterling, President & Co-Founder – Marsoft Inc.

Ομιλητές:

  • κ. John Wobensmith, CEO – Genco Shipping & Trading Limited (GNK)
  • κ. Ulrik Uhrenfeldt Andersen, CEO – Golden Ocean Group (GOGL)
  • κ. Martyn Wade, CEO – Grindrod Shipping Holdings (GRIN)
  • κ. Loukas Barmparis, President – Safe Bulkers, Inc. (SB)
  • κ. Stamatis Tsantanis, CEO – Seanergy Maritime Holdings (SHIP)

                   

GEOPOLITICS, GLOBAL ECONOMY & COMMERCE – HEADING INTO A NEW ERA

With vaccines becoming more widely available, economies and societies are expected to gradually open-up, which translates into more robust economic and commercial activity around the world. A new administration in the US is expected to follow different policies when it comes to international relations, global trade and commerce and environmental regulations. Access to global markets is key for shipping in fulfilling its vital role as the artery of global trade. Over 90% of global trade is transported by ships. This panel will discuss the challenges and opportunities of the new phase the world is entering and what it means for shipping.

 

Συντονιστής: κ. John Keough, Partner – Clyde & Co

Ομιλητές:

  • κα. Sadan Kaptanoglu, President – BIMCO; CEO – Kaptanoglu Shipping
  • κα. Kathy Metcalf, President & CEO – Chamber of Shipping of America
  • κ. Mark O’Neil, President – Columbia Shipmanagement; President – InterManager
  • κ. Rolf Habben Jansen, CEO – Hapag-Lloyd
  • κ. René Kofod-Olsen, CEO –Group

                   

ADDRESSING THE CREWING CRISIS – MOVING FROM DISCUSSION TO RESULTS

Shipping reaffirmed its vital function as the artery of global trade, when during the pandemic ships continued to move cargo and kept the supply chain open for the benefit of societies and economies around the world. This could not have happened without the endurance and sacrifices of the crews that faced unprecedented challenges including much longer than anticipated stay onboard. There is a humanitarian crisis raising, among other, safety concerns. There has been a huge amount if discussion and progress has been made in terms of facilitating crew changes but still the problem remains. The recent Neptune Declaration which has been signed by more than 400 companies and organizations brings the issue again to the spotlight and creates a unified industry demand – to address and resolve the issue, which needs the cooperation of all stakeholders – international organizations, national governments, shipping companies, charterers and more. This panel will focus on practical recommendations and strategies in terms of addressing the issue.

 

Συντονιστής: κ. Joseph E.M. Hughes, Chairman & CEO – American P&I Club

Ομιλητές:

  • κ. Stephen Cotton, Secretary General – International Transport Workers’ Federation (ITF)
  • κ. Guy Platten, Secretary General – International Chamber of Shipping (ICS)
  • κ. Frederick J. Kenney, Director Legal Affairs & External Relations – International Maritime Organization (IMO)
  • κ. Alex Hadjipateras, Executive Vice President, Business Development – Dorian LPG (LPG)
  • κ. Polys Hajioannou, CEO – Safe Bulkers Inc. (SB)
  • κ. Allan Falkenberg, CEO, Crew Management –Group

 

LPG SHIPPING: SECTOR TRENDS & OUTLOOK

The panel will discuss the latest trends, developments and outlook in the LPG shipping sector focusing, among other, on demand and supply fundamentals, the global energy markets, operational and commercial issues, freight rates, asset values, and more.

 

Συντονιστής: κ. Ben Nolan, Head of Maritime Research – Stifel

Ομιλητές:

  • κ. Ben Martin, COO – Avance Gas (OSLO: AVANCE)
  • κ. John Lycouris, CEO – Dorian LPG (LPG)
  • κ. Charles Maltby, CEO – Epic Gas Ltd. (OSLO: EPICME)
  • κ. Jens Ismar, CEO – EXMAR (EBR: EXM)

                   

LNG SHIPPING SECTOR: TRENDS & OUTLOOK

The panel will discuss the latest trends, developments and outlook in the LNG shipping sector focusing, among other, on demand and supply fundamentals, the global energy markets, operational and commercial issues, freight rates, asset values, and more.

 

Συντονιστής: κ. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies

Ομιλητές:

  • κ. Tony Lauritzen, CEO – Dynagas LNG Partners (DLNG)
  • κ. Oystein Kalleklev, CEO – FLEX LNG (FLNG)
  • κ. Paul Wogan, CEO – GasLog & GasLog Partners (GLOG & GLOP)
  • κ. Iain Ross, CEO – Golar LNG (GLNG)

                   

SHIP FINANCE

 

Συντονιστής: κ. John Imhof, Shareholder – Vedder Price

Ομιλητές:

  • κ. Philipp Wünschmann, Global Head of Shipping – Berenberg
  • κ. Shreyas Chipalkatty, Global Head of Shipping – Citi
  • κ. Evan Cohen, Managing Director & Group Head of Maritime Finance – CIT
  • κ. Christos Tsakonas, Global Head of Shipping – DNB
  • Nino Mowinckel, Managing Director, Maritime – Hayfin Capital Management

                   

RAISING CAPITAL THROUGH SUSTAINABLE FINANCE

This panel will discuss the practical implications of adherence to ESG & Sustainability standards. From bank finance to bonds, there has been an abundance of activity that enables qualifying companies to reap the benefits of raising capital with attractive and competitive terms. This panel will discuss the criteria, structures and relevant issues for companies, lenders and investors.

 

Συντονιστής: κ. Anthony Salgado, Partner – BLANKROME

Ομιλητές:

  • κ. Joep Gorgels, Global Head of Transportation and Logistics, Managing Director – ABN AMRO N.V.
  • κ. Matthew Tinari, Head of Global Corporate Development – Atlas Corp
  • κα. Nina Ahlstrand, Head of Sustainable Finance, Investment Banking Division – DNB Markets
  • κα. Kiara Konti, Director – Climate Change & Sustainability Services – EY
  • κ. Yannick Anselme, Chief Financial Officer – Mediterranean Shipping Company

                 

OPPORTUNITIES IN THE OFFSHORE WIND VALUE CHAIN

The quest for Alternative, Renewable & Sustainable Energy Sources turns to the construction of wind farms in deeper waters, as higher wind speeds offshore translate into higher power generation at competitive costs. There has been strong investment interest in the sector with several projects already announced around the world, including a major one in New York opening up new opportunities for the energy and maritime industries. This panel will discuss the fundamentals of the offshore wind market, the commercial outlook for projects around the world, as well as the capital raising, finance and investment opportunities in this sector.

 

Συντονιστής: κ. Turner Holm, Head of Equity Research – Clarksons Platou Securities

Ομιλητές:

  • κ. Stephen Bolton, Managing Director – Bibby Marine
  • κ. Mikkel Gleerup, CEO – Cadeler A/S (NO: CADLF)
  • κ. David Morant, Managing Director – Eneti, Inc. (NETI)
  • κ. Stephen Bull, SVP Renewables Equinor & Chairman Renewables UK – Equinor (EQNR)

 

  ΤΕΛΟΣ ΠΡΩΤΗΣ ΗΜΕΡΑΣ

  

*********************************************

 

ΔΕΥΤΕΡΗ ΗΜΕΡΑ
Τετάρτη, 3 Μαρτίου, 2021

Ζώνη ώρας: EST – Ανατολική

                   

REFLECTIONS OF AN INDUSTRY VETERAN – ONE-ON-ONE DISCUSSION WITH PETER GEORGIOPOULOS

Peter G will reflect on his own path through Wall Street and the global shipping industry. He will also share his insight on the industry’s evolution and transformation since the 1990’s when he founded and led General Maritime Corporation, the first of the five public companies he has led. Resilient and resourceful, after having experienced significant ups and downs, Peter G, and long-time associate Leonidas Vrondissis, is back in the news with the acquisition of the chemical fleet of Dubai headquartered United Arab Chemical Carriers and with his foray into the green energy market.

 

κ. Peter Georgiopoulos, President – United Overseas Group

Σε συζήτησε με

κ. Nicolas Bornozis, President – Capital Link, Inc.

 

CRUDE OIL TANKER SHIPPING SECTOR

 

Συντονιστής: κ. Christian Wetherbee, Managing Director, Transportation & Shipping Research – Citi Research

Ομιλητές:

  • κ. Hugo de Stoop, CEO – Euronav (EURN)
  • κ. Lars Barstaad, Interim CEO – Frontline (FRO)
  • κ. Jeffrey D. Pribor, SVP & CFO – International Seaways (INSW)
  • κ. Robert Burke, Partner & CEO – Ridgebury Tankers
  • κ. Harrys Kosmatos, Corporate Development Officer – Tsakos Energy Navigation (TNP)

 

PRODUCT TANKER SHIPPING: SECTOR TRENDS & OUTLOOK

 

Συντονιστής: κ. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies

Ομιλητές:

  • κ. Anthony Gurnee, Founder and CEO – Ardmore Shipping Corporation (ASC)
  • κ. Carlos Balestra Di Mottola, CFO – d’Amico International Shipping S.A. (BIT:DIS)
  • κ. Kevin Kilcullen, CFO – Diamond S Shipping (DSSI)
  • κ. Mikael Skov, CEO – Hafnia (NO: HAFNIA)
  • κ. Robert Bugbee, President – Scorpio Tankers Inc. (STNG)
  • κ. Jacob Meldgaard, CEO – TORM (TRMD)

CAPITAL MARKETS & SHIPPING

 

Συντονιστής: κ. Keith J. Billotti, Partner, Co-Head of Capital Markets Group – Seward & Kissel LLP

Ομιλητές:

  • κα. Christa Volpicelli, Managing Director, Global Transportation Group – Citi
  • κ. James T. Cirenza, Managing Director – DNB Markets, Inc.
  • κ. Larry Glassberg, Partner & Senior Managing Director, Investment Banking – Maxim Group LLC
  • κ. Chris Weyers, Managing Director, Head of Maritime Investment Banking – Stifel

 

THE FLEET RENEWAL CHALLENGE – OPTIONS FOR THE EXISTING FLEET & BUILDING THE SHIPS OF THE FUTURE

Fleet maintenance and fleet renewal are key issues shipowners deal with today, while observing environmental regulations and expectations set by their charterers and trading partners. At the same time, there is no clarity or certainly on optimal fuel and engine types and vessel designs for the ships of the future. Furthermore, increased competition among shipyards offering attractive packages adds to the newbuilding dilemma. This panel will discuss options and alternative strategies available to shipowners, as well as initiatives developed by fuel producers and charterers.

 

Συντονιστής: κ. Knut Ørbeck-Nilssen, CEO – DNV GL Maritime

Ομιλητές:

  • κ. George Wells, Global Heads of Assets & Structuring – Cargill
  • κ. Gary Vogel, CEO – Eagle Bulk Shipping (EGLE)
  • κ. Torsten Pedersen, Chief Operating Officer – Seaspan Corporation (ATCO)
  • κα. Claire Wright, General Manager, Commercial & Shipping – Shell Shipping & Trading

                   

CONTAINER SHIPPING: SECTOR TRENDS & OUTLOOK

 

Συντονιστής: κ. Christian Wetherbee, Managing Director, Transportation & Shipping Research – Citi Research

Ομιλητές:

  • κ. Jerry Kalogiratos, CEO – Capital Product Partners (CPLP)
  • κ. Evangelos Chatzis, CFO – Danaos Corporation (DAC)
  • κ. Aristides Pittas, Chairman & CEO – Euroseas (ESEA) and Eurodry (EDRY)
  • κ. George Youroukos, Executive Chairman – Global Ship Lease (GSL)
  • κ. Constantine Baack, CEO – MPC Container Ships (OSLO: MPCC)

 

“SHIPPING – FINANCE – TECHNOLOGY IN THE POST COVID-19 ERA:  WHAT’S DIFFERENT THIS TIME – WHY WE CAN BE OPTIMISTIC” – A ROUNDTABLE DISCUSSION

This panel will discuss how shipping and finance are expected to benefit from the eventual return of the world to normality, as societies, economies and markets gradually open-up. Shipping and finance have been two areas undergoing significant transformation, the speed of which has accelerated as the result of the pandemic, technological innovation and environmental pressures. Capital and credit markets are gradually re-opening for shipping and sector fundamentals remain positive across most sectors. At the same time, there is a high degree of uncertainty regarding fuels, ship designs and fleet renewal decisions putting to the test shipowners, financiers and technology providers.”

 

  • κ. Michael Parker, Chairman, Global Shipping, Logistics & Offshore – Citi
  • κ. Michael Borch, Managing Director & Global Co Head Transportation Investment Banking – Citi
  • Martin Stopford, Non-Executive President – Clarkson Research Services

                 

INDUSTRY CONSOLIDATION AND M&A

 

Συντονιστής: κ. Greg Chase, Partner – Reed Smith

Ομιλητές:

  • κ. Andreas Beroutsos, Managing Director, Investments & Senior Group Executive for Strategic New Businesses – BW Group
  • κα. Christa Volpicelli, Managing Director & Head of Maritime Investment Banking – Citi
  • κ. Andrian Dacy, CEO & Managing Director, Global Transportation Group –P. Morgan Asset Management
  • κ. Roberto Rondelli, Partner – Pillarstone
  • κ. Hamish Norton, President – Star Bulk Carriers (SBLK)

                   

INDUSTRY & CAPITAL MARKETS STRATEGY FOR SMALL CAP COMPANIES

Shipping, one of the most competitive global industries, is known for its fragmentation. Smaller and mid-sized companies can compete on equal footing with larger companies. The panel will discuss the business development strategies of publicly listed small cap shipping companies and their strategy to leverage their public listing to raise capital and grow.

 

Συντονιστής: κ. Tate Sullivan, Research Analyst – Maxim Group LLC

Ομιλητές:

  • κ. Tasos Aslidis, CFO – Euroseas & Eurodry (ESEA & EDRY)
  • κ. Anthony Argyropoulos, CFO – Performance Shipping Inc. (PSHG)
  • κ. Henry Williams, CFO – Pyxis Tankers (PXS)

                   

ANALYST ROUNDTABLE

 

Συντονιστής: κ. Nicolas Bornozis, President – Capital Link, Inc.

Ομιλητές:

  • κ. James Monigan, Senior Associate, Equity Research – Citi Research
  • κ. Omar Nokta, Head of US Securities – Clarksons Platou
  • κ. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies
  • κ. Ben Nolan, Head of Maritime Research – Stifel
  • κ. J. Mintzmyer, Head of Research – Value Investor’s Edge

 

ΤΕΛΟΣ ΔΕΥΤΕΡΗΣ ΗΜΕΡΑΣ