Wednesday-Thursday, October 14-15, 2020 - Digital Forum



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Agenda



 

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NY Time

DAY ONE
WEDNESDAY, OCTOBER 14, 2020

8:00 AM

WELCOME REMARKS

Mr. Nicolas Bornozis, President – Capital Link, Inc.
8:00 – 8:10 AM

OPENING REMARKS
Mr. Theodore Jadick, Managing Director, CEO and President – DNB Markets

Conference Chairman
8:15 – 8:55 AM

DRY BULK SECTOR PANEL


Moderator: 
Mr. Nick Ristic, Lead Dry Bulk Analyst – Braemar ACM Shipbroking 


Panelists:

9:00 – 9:40 AM

CHARTING CORPORATE STRATEGY IN A FAST-CHANGING INDUSTRY
Growth & Consolidation, Diversification, Access to Capital, the Public/Private Dilemma, Capital Allocation Strategies

As the main artery for the global supply chain, shipping plays a uniquely vital role but remains a fragmented and volatile industry that is undergoing rapid change as the result of technological, regulatory and geopolitical trends. This panel comprised of senior executives of major private and publicly listed companies will examine how companies address critical strategic issues, most of which are common to both small and large companies. Should companies focus on a single or multiple sectors; is consolidation feasible in a fragmented industry and does size create competitive advantages; what are the advantages of being public vs private, what companies expect when they go public and how can they optimize their access to the capital markets. Finally, a debate on alternative capital allocation option – debt reduction, dividends, share buybacks, growth. This provides for a discussion on the hot, practical and immediate challenges the industry is facing today, issues that every owner small or big has to face and address. 


Moderator:
Mr. Panos Katsambas, Partner – Reed Smith

Panelists:

9:45 – 10:00 AM

NAVIGATING THROUGH COVID-19 - The shipping market in Greater Bay Area
ONE-ON-ONE DISCUSSION


Mr. Benjamin Wong, Head of Transport & Industrial Sectors – InvestHK

Mrs. Vanessa Tzoannos, Of Counsel, Marshall Islands/Liberian Law Advisor – Hill Dickinson International 

10:05 – 10:45 AM

GEOPOLITICS, GLOBAL COMMERCE & SHIPPING

The panel will focus on the global impact on the shipping industry by US economic sanctions, trade tariffs, and regulations affecting crew repatriation. The panel will address recent geopolitical developments in these areas and the associated challenges impacting global shipping.


Moderator:

Mr. John Keough, Partner – Clyde & Co


Panelists:

  • Mr. Joshua R. Mater, Senior Sanctions Policy Coordinator, Office of Sanctions Policy and Implementation (EB/TFS/SPI) – U.S. Department of State
  • Mr. Mark O'Neil, CEO – Columbia Shipmanagement
  • Mr. Bud Darr, Executive Vice President, Maritime Policy and Government Affairs – MSC Group
  • Mr. Mike Salthouse, Global Director of Claims – North of England P&I; Director – International Group of P&I Clubs
  • Mr. Valentios (Eddie) Valentis, CEO, Pyxis Tankers (NASDAQ: PXS)
10:50 – 11:15 AM

KEYNOTE ADDRESS – A ONE-ON-ONE DISCUSSION
“Emerging Stronger for a Better Shipping Future”

The discussion will focus on the broader challenges and opportunities for shipping today. Also, how shipping can decarbonize its future and the role of technology. Shell has undertaken extensive research during the last year to understand the views of senior leaders in the shipping industry, and shape its strategy and response to that work. Dr. Henderson will also make the case for action today to reduce emissions and will elaborate on Shell’s view on the pathways to zero emissions in shipping.



Dr. Grahaeme Henderson, Vice President, Shipping & Maritime – Shell International Trading and Shipping Ltd.


Mr. Theodore Jadick, Managing Director, CEO and President – DNB Markets
Conference Chairman
11:15 – 11:35 AM Networking Coffee Break
11:35 – 12:15 PM

PRODUCT TANKER SECTOR PANEL

Moderator:
Mr. Ben Nolan
, Head of Maritime Research – Stifel 


Panelists:

12:20 – 1:00 PM

ALTERNATIVE FINANCE & PRIVATE EQUITY

Shipping remains a capital-intensive industry. 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 panel will also discuss the involvement of private equity with shipping.


Moderator:
 
Mr. Joshua Apfelroth, Partner – Cadwalader, Wickersham & Taft


Panelists:

1:05 – 1:25 PM

NEW YORK KEYNOTE ADDRESS
 
Mr. Rick Cotton, CEO – NY/NJ Port Authority

1:30 – 2:10 PM

NY/NJ LOCAL AND STATE FREIGHT PERSPECTIVES

This panel will discuss major initiatives and investments aimed at enhancing the position of New York and the New York Port as a major maritime industry hub

  • Mr. Andrew Genn, Senior Vice President, Ports & Transportation Department – New York Economic Development Corporation (NYEDC)
  • Mr. Sam Ruda, Port Department – NY/NJ Port Authority
2:15 – 3:10 PM

JONES ACT ROUNDTABLE DISCUSSION


Moderator:

Mr. John Imhof, Shareholder – Vedder Price


Panelists:

3:15 – 3:25 PM

CLOSING KEYNOTE ADDRESS
 
The Honorable Mark Wesley Menezes
Under Secretary of Energy
United States Department of Energy

Global Energy Markets & US Energy Policy 

3:25 – 4:25 PM

THANK YOU FOR ATTENDING
ONLINE NETWORKING

   
   
NY Time

DAY TWO
THURSDAY, OCTOBER 15, 2020

8:00 – 8:40 AM

LPG SHIPPING SECTOR PANEL


Moderator:

Mr. Jorgen Lian, Equity Analyst – DNB Markets, Inc.


Panelists
:

8:45 – 9:30 AM

BANKING AND SHIP FINANCE

Moderator:
Mr William Haft, Partner – Orrick


Panelists
:

9:35 – 10:15 AM

CONTAINER SHIPPING SECTOR PANEL

Moderator:
Mr. James Monigan, Senior Associate, Equity Research – Citi Research


Panelists:

10:20 – 11:00 AM

LNG SECTOR PANEL


Moderator:
Mr. Jorgen Lian, Equity Analyst – DNB Markets, Inc.


Panelists:

11:00 – 11:20 AM Networking Coffee Break
11:20 – 11:45 AM

KEYNOTE ADDRESS – ONE ON ONE DISCUSSION


Ms. Angela Chao
, Chair and CEO – Foremost Group


Mr. Richard DuMoulin, Owner – Intrepid Shipping; Former Chairman  INTERTANKO

11:50 – 12:30 PM

CAPITAL MARKETS PANEL


Moderator:

Mr. Ted Horton, Partner – Seward & Kissel


Panelists
:

  • Mr. Loli Wu, Managing Director Investment Banking – Bank of America Merrill Lynch
  • Mrs. Christa Volpicelli, Managing Director & Head of Maritime Investment Banking – Citi
  • Mr. Jae Kwon, Managing Director and Head of Corporate Finance – DNB
  • Mr. Douglas Mavrinac, Managing Director, Global Head Maritime Investment Banking – Jefferies LLC
12:35 – 12:55 PM

GLOBAL ENERGY MARKETS IN TRANSITION ONE-ON-ONE DISCUSSION


Mr. Martin Houston
, Vice Chairman – Tellurian Inc.


Mr. James T. Cirenza, Managing Director – DNB Markets, Inc.

1:00 – 1:40 PM

NAVIGATING THROUGH INDUSTRY TRANSFORMATION
Green Shipping – Technology – Fleet Renewal – Implications for Shipping Companies and Investors

The pandemic has accelerated the pace and extent of transformation the shipping industry is going through. Shipping companies are called to make critical decisions to ensure their viability and competitiveness. Environmental regulations mandate the timetable and emission targets the industry has to comply with. Technology has revolutionized operational and commercial performance but has not yet provided the answer as to what is the optimal engine or fuel for fleet renewal. At the same time, issues related to Sustainability, Human Resources and Governance are among the factors charterers look at in choosing their business partners. This topic covers Green Shipping, Technology, Sustainability and more and can provide for a discussion on the hot, practical and immediate challenges the industry is facing today, issues that every owner small or big has to face and address. This panel will enable you to discuss corporate strategy beyond sector trends, touching upon all major industry topics, as highlighted above. Shipping is going through a rapid phase of transformation and leaders like the ones on the panel play a pivotal role moving the industry forward. 


Moderator:

Mr. Knut Ørbeck-Nilssen, CEO – DNV GL Maritime


Panelists:

1:45 – 2:25 PM

CRUDE TANKERS SECTOR


Moderator:
Mr. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies  


Panelists:

2:30 – 3:10 PM

ANALYST PANEL


Moderator:

Mr. Hew Crooks, CFO – Ridgebury Tankers


Panelists:

3:15 – 3:55 PM

OFFSHORE WIND ENERGY – AN EMERGING FRONTIER
Capturing Opportunities

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 $400 million investment in building a 4,000 megawatts offshore wind and onshore renewable energy capacity in New York. As of 2020, floating wind turbines for deeper waters are in the early phase of development and deployment which opens up significant opportunities in this new area for the energy and maritime industries.


Moderator:

Mr. James T. Cirenza, Managing Director – DNB Markets, Inc.


Panelists:

3:55 – 4:55 PM

THANK YOU FOR ATTENDING
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