Tuesday, October 15, 2019 - The Metropolitan Club, New York City

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7:30 AM – 7:55 AM	REGISTRATION
MORNING SESSIONS
WEST LOUNGE (1^st FLOOR)
7:55 AM – 8:00 AM
WELCOME REMARKS Mr. Nicolas Bornozis, President – Capital Link
8:00 AM – 8:05 AM
OPENING REMARKS Mr. Theodore Jadick, Jr., Managing Director, CEO and President – DNB Markets, Inc. – Conference Chairman Audio Webcast Video Webcast
8:05 AM – 8:55 AM
DRY BULK SECTOR PANEL MODERATOR: Mr. Christian Wetherbee, Director, Airfreight, Surface & Shipping - Citi Research PANELISTS: Mr. Gary Vogel, CEO and Director - Eagle Bulk Shipping (NASDAQ:EGLE) Mr. John C. Wobensmith, President & CEO – Genco Shipping & Trading (NYSE:GNK) Mr. Per Heiberg, CFO – Golden Ocean (NASDAQ: GOGL) Dr. Loukas Barmparis, President – Safe Bulkers (NYSE:SB) Mr. Robert Bugbee, President & Director - Scorpio Bulkers (NYSE:SALT) Mr. Stamatis Tsantanis, President & CEO – Seanergy Maritime Holdings (NASDAQ:SHIP) Audio Webcast Video Webcast
8:55 AM – 9:25 AM
BUSINESS & TRADING OPPORTUNITIES IN ASIA MODERATOR: Mr. Lee Klaskow, Senior Freight Transportation and Logistics Analyst – Bloomberg Intelligence Presentation/PDF PANELISTS: Mr. Charles Maltby, CEO – Epic Gas (EPIC-ME:NO) Mr. Martyn Wade, CEO – Grindrod Shipping Holdings (NASDAQ: GRIN) Audio Webcast Video Webcast
WEST LOUNGE (1^ST FLOOR)		LIBRARY (2^ND FLOOR)
9:25 AM – 9:40 AM		9:25 AM – 9:40 AM
ENERGY TRANSITION OUTLOOK Mr. Sergio Garcia, Manager - DNV GL Presentation/PDF Audio Webcast Video Webcast		PORT MASTER PLAN 2050 Mr. Robert LaMura, General Manager – The Port Authority of NY & NJ Presentation/PDF Audio Webcast Video Webcast
9:40 AM – 10:15 AM		9:40 AM – 10:15 AM
D-DAY IN SIGHT: ARE WE READY FOR 2020 AND BEYOND? In 77 days from this forum, the new low sulfur regulations kick in and we embark on the longer journey towards reducing carbon emissions. The panel will discuss the experience of operators preparing for D-Day. It will also focus on the availability, standardization and compatibility of marine fuels; how this affects the industry on a wider scale and the response of main stakeholders such as engine manufacturers and insurers. MODERATOR: Mr. John Keough, Partner - Clyde & Co PANELISTS: Ms. Kathy J. Metcalf, President and CEO - Chamber of Shipping of America Mr. Andreas Hadjipetrou, Managing Director - Columbia Shipmanagement Mr. John LaRese, Technical Liaison Manager - ExxonMobil Marine Fuels Mr. Hamish Norton, President - Star Bulk Carriers (NASDAQ: SBLK) Mr. Kevin Humphreys, General Manager, Merchant & Gas Carrier Segment Sales - Wartsila Audio Webcast Video Webcast		MARINE HIGHWAYS: A ROADMAP TO SUSTAINABLE FREIGHT TRANSPORTATION IN THE NORTHEAST MODERATOR: Mr. Ryan White, Director of Freight Initiatives, Ports and Transportation Department – New York City Economic Development Corporation PANELIST: Mr. Del Bobish, Executive Vice President / General Manager - Red Hook Terminals Ms. Tiffany Torrey, CEO - Torrey Enterprises, LLC. Audio Webcast Video Webcast
10:15 AM – 10:50 AM		10:15 AM – 10:50 AM
BANK FINANCE MODERATOR: Mr. Anthony Salgado, Partner – Blank Rome PANELISTS: Mr. Evan Cohen, Managing Director and Group Head of Maritime Finance Business – CIT Mr. Michael Parker, Chairman, Global Shipping, Logistics & Offshore – Citi Mr. Jack Xu, Deputy Head of Shipping Finance Department - CMB Financial Leasing Mr. Evan W. Uhlick, Head of Ocean Industries, North America - DNB Audio Webcast Video Webcast		CHEMICAL TANKERS PANEL DISCUSSION MODERATOR: Mr. Jim Cirenza, Managing Director – DNB Markets, Inc. PANELISTS: Mr. Bart Kelleher, CFO & Chief Strategy Officer – Chembulk Tankers Mr. Bjørn Kristian Røed, Manager IR and Research - Odfjell SE (ODF:NO) Mr. Hans Feringa, President & CEO – Team Tankers International (TEAM:NO) Audio Webcast Video Webcast
10:50 AM – 11:25 AM		10:50 AM – 11:25 AM
CAPITAL MARKETS Are Capital Markets open to shipping? The panel will discuss where to raise capital (New York, Oslo or elsewhere) and the attractiveness and feasibility of alternative capital markets products (common or preferred equity, straight or convertible bonds). It will also discuss the approach and commitment of investment banks to the shipping industry. MODERATOR: Mr. Will Vogel, Partner - Watson Farley Williams PANELISTS: Ms. Christa Volpicelli, Managing Director – Citi Mr. Jae Kwon, Managing Director and Head of Corporate Finance – DNB Mr. Douglas Mavrinac, Managing Director, Global Head Maritime Investment Banking – Jefferies LLC Mr. Michael Kirk, Co-Founder and Managing Director – RMK Maritime Audio Webcast Video Webcast		INNOVATION AND DIGITALIZATION TRANSFORMING SHIPPING Panel hosted by Tototheo Maritime MODERATOR: Ms. Despina Panayiotou Theodosiou, co-CEO – Tototheo Maritime; President - WISTA International Presentation/PDF PANELISTS: Ms. Boriana Farrar, LL.M., Vice President, Counsel, Senior Claims Executive and Business Development Director of the Americas – The American Club Mr. Andreas Hadjipetrou, Managing Director - Columbia Shipmanagement Mr. Kevin Humphreys, General Manager, Merchant & Gas Carrier Segment Sales - Wartsila Audio Webcast Video Webcast
11:25 AM – 12:05 PM		11:25 AM – 12:10 PM
PRIVATE EQUITY – INDUSTRY CONSOLIDATION & RESTRUCTURING The involvement of Private Equity with shipping had a transformational impact. PE provided significant capital to the industry, and helped it to restructure and consolidate. The involvement of PE with shipping has diminished but it still maintains a strong presence. The panel will discuss what deals can currently attract PE investment and what is PE’s appetite and attitude for shipping today. MODERATOR: Mr. Larry Rutkowski, Partner – Seward & Kissel LLP PANELISTS: Mr. Peter Shaerf, Managing Director – AMA Capital Partners Mr. Arthur L. Regan, Operating Partner – Apollo Management Mr. Yohan Minaya, Managing Director – Evercore Mr. Paulo Almeida, Portfolio Manager – Tufton Oceanic Ltd. Audio Webcast Video Webcast		US GOVERNMENT UPDATE ON TRADE & SANCTIONS UPDATE ON U.S. TRADE AGENDA – Presentation Update is on the Administration’s overall US trade agenda generally including USMCA, UK EU Japan, China 301 enforcement, WTO Ms. Christina Sevilla, Ph.D., Deputy Assistant U.S. Trade Representative for Small Business - Office of the U.S. Trade Representative, Executive Office of the President UPDATE ON SANCTIONS Joint Presentation by the U.S. State & Treasury Departments Maritime sanctions policy and implementation/enforcement issues (both UN sanctions and U.S. autonomous sanctions) PRESENTERS & PANELISTS: Ms. Jennifer Chalmers, Maritime Sanctions Advisor - U.S. Department of State, Bureau of International Security & Nonproliferation, Office of Counterproliferation Initiatives Mr. Michael D. Wain, Sanctions Policy Advisor - Office of Foreign Assets Control, Policy Division, Department of the Treasury NO PRESS OR MEDIA – CHATHAM HOUSE RULES APPLY
12:05 PM – 12:45 PM		12:10 PM – 12:45 PM
CONTAINER SHIPPING SECTOR PANEL MODERATOR: Mr. James Jang, Managing Director, Head of Maritime & Special Situations - Aegis Capital Corp. PANELISTS: Mr. Howard Finkel, Executive Vice President - COSCO Shipping Lines (North America) Inc. Mr. Tasos Aslidis, CFO – Euroseas (NASDAQ:ESEA) Mr. George Youroukos, Executive Chairman – Global Ship Lease, Inc. (NYSE:GSL) Mr. Constantin Baack, CEO – MPC Container Ships (NO:MPCC) Audio Webcast Video Webcast		GREEN SHIPPING – ESG INVESTING Is a strong ESG platform a competitive advantage from a commercial and capital allocation perspective? 2020 marks the beginning of a longer journey as the industry sets out to meet a new challenge – de-carbonization. The panel will discuss the changing regulatory environment and strategies to make shipping more sustainable from an operating point of view. Environmental, Social and Governance issues are an increasingly relevant topic for the industry’s stakeholders and the importance of adapting to new realities will also be viewed in the context of how this may impact commercial opportunities and access to capital. MODERATOR: Mr. Sergio Garcia, Manager - DNV GL PANELISTS: Mr. George Wells, Global Head of Assets & Structuring, Cargill Ocean Transportation - Cargill Mr. Michael Parker, Chairman, Global Shipping, Logistics & Offshore – Citi Mr. Evan W. Uhlick, Head of Ocean Industries, North America - DNB Mr. Stamatis Tsantanis, President & CEO – Seanergy Maritime Holdings Audio Webcast Video Webcast
LUNCHEON & KEYNOTE ADDRESSES
1:00 PM – 2:20 PM	The Honorable Mark H. Buzby (RADM USN, Retired), Maritime Administrator - United States Department of Transportation Audio Webcast Video Webcast
	Ms. Meg A. Gentle, President & CEO - Tellurian (NASDAQ:TELL) Introductory Remarks by: Mr. Theodore Jadick, Managing Director, CEO and President – DNB Markets, Inc. Audio Webcast Video Webcast
AFTERNOON SESSIONS
WEST LOUNGE (1ST FLOOR)
2:30 PM – 3:05 PM
LNG SECTOR PANEL MODERATORS: Mr. Nicolay Dyvik, Head of Shipping Research – DNB Markets Mr. Mats Bye, Equity Research Analyst - DNB Markets PANELISTS: Mr. Harald Gurvin, CFO – Flex LNG (NYSE: FLNG) Mr. Andy Orekar, CEO - GasLog Partners (NYSE: GLOP) Audio Webcast Video Webcast
3:05 PM – 3:40 PM
INVESTOR ATTITUDES IN SHIPPING The panel will discuss the changing landscape of investors and their attitude to shipping today. Will focus on institutional interest – are investors looking for value, growth, yield, momentum? Also, on the increasing role of individual investors. Active investors in shipping today represent a small fragment of the overall investor base – the panel will discuss what investors are looking for, what they expect from the companies they invest in in terms of business approach, governance, investor relations, transparency, market liquidity and more. MODERATOR: Mr. Nicolas Bornozis, President - Capital Link PANELISTS: Mr. Richard Diamond, Managing Director - Castlewood Capital Partners Mr. David Marcus, Co-Founder, CEO & Chief Investment Officer - Evermore Global Advisors Mr. James Dowling, Partner – Jefferies Capital Partners Mr. Tyler Olson, Portfolio Manager - Karlin Asset Management Audio Webcast Video Webcast
3:40 PM – 4:15 PM
ALTERNATIVE FINANCE The changing landscape of finance is enriched with several new platforms which are ready to provide debt financing to the shipping industry. Alternative Finance is becoming a bigger source of capital to the industry next to traditional banks, leasing houses and fixed income capital markets instruments. Furthermore, it is open not just to bigger companies but also to smaller and mid-sized owners, who represent a big portion of the industry. The session will also include a Live Deal Offering by Yield Street, whose FinTech Platform combines Capital Markets & Technology. Yield Street’s last offering was oversubscribed in less than 40 seconds. MODERATOR: Ms. Amanda K. Brown, Counsel – Reed Smith PANELISTS: Mr. Nino Mowinckel, Managing Director – Hayfin-Breakwater Mr. Hans Oust Heiberg, Partner – Sole Shipping SO Adviser Limited Mr. Milind Mehere, CEO – YieldStreet Marine Finance Audio Webcast Video Webcast
4:15 PM – 4:50 PM
PRODUCT TANKER PANEL MODERATOR: Mr. Randy Giveans, Maritime Shipping Group Head, Equity Analyst – Jefferies PANELISTS: Mr. Anthony Gurnee, Founder and CEO – Ardmore Shipping Corporation (NYSE:ASC) Mr. Carlos Balestra Di Mottola, CFO - d'Amico International Shipping S.A. (BIT:DIS) Mr. Kevin Kilcullen, CFO - Diamond S Shipping (NYSE:DSSI) Mr. Robert Bugbee, President - Scorpio Tankers Inc. (NYSE:STNG) Audio Webcast Video Webcast
4:50 PM – 5:30 PM
CRUDE TANKER SHIPPING PANEL MODERATOR: Mr. Nicolay Dyvik, Head of Shipping Research – DNB Markets PANELISTS: Mr. Brian Gallagher, Head of Investor Relations – Euronav (NYSE: EURN) Mrs. Lois Zabrocky, CEO – International Seaways (NYSE:INSW) Mr. Robert Burke, CEO – Ridgebury Tankers Mr. Eric Nagel, Director, Chartering and Freight Trading, Atlantic and Global Support Services – Teekay Tankers (NYSE: TK) Mr. Apostolos Tsitsirakis, Corporate Strategy Director – Tsakos Energy Navigation (NYSE:TNP) Audio Webcast Video Webcast
5:30 PM – 6:20 PM
ANALYST PANEL MODERATOR: Mr. Theodore Young, Chief Financial Officer - Dorian LPG PANELISTS: Mr. James Jang, Managing Director, Head of Maritime & Special Situations - Aegis Capital Corp. Mr. Amit Mehrotra, Director, US Transportation & Shipping - Deutsche Bank Mr. Nicolay Dyvik, Head of Shipping Research – DNB Markets Mr. Jonathan Chappell, Senior Managing Director – Evercore ISI Mr. Randy Giveans, Maritime Shipping Group Head, Equity Analyst – Jefferies LLC Mr. Michael Webber, CFA, Managing Partner - Webber Research & Advisory Audio Webcast Video Webcast
6:30 PM – 7:30 PM
NETWORKING COCKTAIL RECEPTION