Agenda
"THE ROARING TWENTIES" - TACKLING THE FOUR D'S:
DISRUPTION, DIGITALIZATION, DECARBONIZATION & A NEW DECADE
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CONFERENCE TIME ZONE: NEW YORK
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8:00 AM – 8:10 AM |
OPENING REMARKS Mrs. Christa Volpicelli, Managing Director & Head of Maritime Investment Banking - Citi, Conference Co-Chairman Mr. Nicolas Bornozis, President - Capital Link
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KEYNOTE ADDRESS |
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| 8:10 AM – 8:30 AM |  |
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The Honorable Mark Wesley Menezes
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8:30 AM – 9:10AM |
MARKET DISRUPTION OR NEW OPPORTUNITY? 90 DAYS INTO IMO 2020 - WHAT'S NEXT
Leading market participants will provide a comprehensive point of view on the experience gained regarding compliance with IMO 2020 Low Sulfur regulations and what the market holds looking ahead. What has been the experience using scrubbers in terms of technical issues and return on investment? The availability of HFO? The status of the compliant fuels market. Issues with Port Control Inspections and more!
Moderator: Mr. Benjamin Wong, Head of Transport & Industrial – InvestHK
Panelists:
 Video Webcast |
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KEYNOTE ADDRESS |
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9:10 AM – 9:30 AM |
An outline of major transformations affecting the maritime world. Which technology trends will impact the shipping industry in the next decade? What implications do decarbonization efforts have for different stakeholders? And how are these global transformations affecting the risk picture? All these changes have safety implications that need to be front and center of discussions as we move into the future”. 
Mr. Knut Ørbeck-Nilssen
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9:30 AM – 10:10 AM |
DECARBONIZATION - GREEN SHIPPING - AIMING FOR ZERO SHADES OF BLACK
The reduction of greenhouse emissions is the next challenge which will have transformational impact on the industry. Regulators, fossil and alternative fuel producers, engine manufacturers and shipbuilders, shipowners, charterers, financiers and a wider range of industry participants need to come up with a workable and sustainable framework. The panel will discuss strategies, options and initiatives in this direction as the industry sets out to address the complexities involved.
Moderator: Mr. John Keough, Partner - Clyde & Co
Panelists:
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10:10 AM – 10:50 AM |
BANK FINANCE & SHIPPING – IS BANK FINANCE STILL THE MAIN PROVIDER OF CAPITAL TO SHIPPING?
The panel will discuss the changing landscape in bank finance, the role of traditional banks and of new market entrants. Also, the interaction between traditional bank finance and Chinese Leasing. Is bank finance still available to medium and small owners and at what cost? What do the Poseidon Principles mean for the banks and the shipping companies? Moderator: Mr. Hoyoon Nam, Partner - Seward & Kissel
Panelists:
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10:55 AM – 11:05 AM |
COFFEE BREAK |
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11:05 AM – 11:45 AM |
LNG SECTOR: TRENDS & OUTLOOK
Moderator: Mr. Michael Webber, Managing Partner - Webber Research & Advisory
Panelists:
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11:45 AM – 12:25 PM |
ALTERNATIVE FINANCE – IS IT BECOMING MAINSTREAM FINANCE FOR SHIPPING?
There has been an increasing number of new market entrants with different funding sources (from institutional to individual investors) and credit strategies providing a wide range of financing alternatives to large, medium sized and small owners. FinTech platforms enhance the ability of investors and borrowers to connect. Alternative Finance seems quite available – what are the pros and cons for shipowners?
Moderator: Ms. Amanda Brown, Counsel - Reed Smith
Panelists:
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12:25 PM – 1:05 PM |
LPG SHIPPING: SECTOR TRENDS & OUTLOOK
Moderator: Mr. Ben Nolan, Managing Director – Stifel Financial Corp.
Panelists:
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1:05 PM – 1:45 PM |
PRIVATE EQUITY, RESTRUCTURING, M&A, INDUSTRY CONSOLIDATION
Regulatory, technological and market forces have a transformational impact on the shipping industry. Regulation is increasing, charterers and stakeholders in general are more demanding, and there is a need for higher capital investment. Does this lead to restructuring, M&A and industry consolidation? Is there a PREXIT with Private Equity exiting shipping or are we seeing new entrants into selective projects? Can private equity accelerate the industry’s transformation?
Moderator: Mr. John Imhof, Shareholder - VedderPrice
Panelists:
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1:45 PM – 2:05 PM |
A US EQUITY MARKET UPDATE
Mr. Tobias Levkovich, Managing Director – Citi
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2:05 PM – 2:50 PM |
ANALYST ROUNDTABLE
Moderator: Mr. Aristides Pittas, Chairman & CEO – Euroseas (ESEA) and Eurodry (EDRY)
Panelists:
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2:50 PM – 3:10 PM “FIRE AWAY - ASK NIKOS TSAKOS & LOIS ZABROCKY ANYTHING!” |
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Participants, you have listened all day to our industry leaders. Now is YOUR chance to ask our two industry captains anything you want on the industry and market! Please note, company specific questions will not be addressed. |
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Mr. Nicolas Bornozis, President - Capital Link
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| 8:10 AM – 8:30 AM |
CORONA VIRUS & ITS IMPACT ON SHIPPING Mr. Peter Sand, Chief Shipping Analyst – BIMCO
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| 8:30 AM – 9:10 AM |
CHINA – GLOBAL ECONOMY – SHIPPING: NAVIGATING BEYOND THE CORONA VIRUS China has been one of the main pillars of today’s global economy and the locomotive for shipping, given the volume of cargo in and out of Chinese ports. Furthermore, Chinese shipyards pay a leading role for new buildings, dry dockings and vessel retrofits. While significantly below pre-crisis levels, the pace and volume of activity in China and trading with China is slowly rebounding. The panel, which brings together government officials, financiers, shipowners and shipyards from China will discuss how the Chinese economy and the main stakeholders are navigating out of the current crisis and what lies ahead.
Moderator: Mr. Lianjun Li, Partner - Reed Smith Richard Butlers
Panelists:
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9:10 AM – 9:50 AM |
DRY BULK SHIPPING: Sector Trends & Outlook Moderator: Mr. Randy Giveans, Maritime Shipping Group Head, Equity Analyst – Jefferies LLC
Panelists:
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9:50 AM – 10:30 AM |
NAVIGATING THE WORLD OF ALTERNATIVE FUELS – THE ROADMAP AHEAD
Meeting the 2050 IMO Greenhouse Gases (GHG) Emission targets for shipping, will require alternative fuels in addition to improvements in efficiency. This panel will discuss the alternative future marine fuels, their status and challenges, their key barriers, and the potential pathways to meet the IMO targets. Panelists will also discuss which actions are needed from stakeholders to facilitate the energy transition in the maritime industry.
Moderator: Mr. Sergio Garcia, Regional Business Development Manager, DNV GL – Maritime Americas
Panelists:
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10:30 AM – 10:50 AM |
SUSTAINABILITY IN SHIPPING – FROM CONCEPT TO PRACTICE – IMPLICATIONS FOR STAKEHOLDERS Presentation by EY
Mrs. Kiara Konti, Director – Climate Change and Sustainability Services - EY
Video Webcast
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| 10:50 AM – 11:00 AM | NETWORKING COFFEE BREAK | |||||||||
| 11:00 AM – 11:40 AM |
CONTAINER SHIPPING: Sector Trends & Outlook Moderator: Mr. Christian Wetherbee, Director - Airfreight, Surface & Shipping Research - Citi Research
Panelists:
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11:40 AM – 12:10 AM |
ONE-ON-ONE DISCUSSION: SHIPPING – QUO VADIS?
Shipping is one of the most vital industries in the world, it is the artery of global trade, as ninety percent of the world’s goods are transported by sea. The industry is now in a stage of transformation with critical questions and uncertainties in the horizon. An in-depth discussion on the current challenges and opportunities in across the industry today. Focusing on the regulatory, geopolitical, technological and financial factors that impact and shape the direction of the industry, including topics such as green shipping and decarbonization, sustainability, ESG considerations and more.
Video Webcast
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| 12:10 AM – 12:50 PM |
CAPITAL MARKETS – ARE THEY OPEN TO SHIPPING?
The panel will discuss where shipping companies can raise capital (it is New York or Oslo?) and under what type of instrument – common or preferred equity, straight or convertible bonds, baby bonds? Can we expect more IPOs or follow-on offerings? And what is the profile of issuers that can successfully tap the capital markets today?
Moderator: Mr. Steven Hollander, Partner - Watson Farley Williams
Panelists:
Video Webcast |
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12:50 PM – 1:35 PM |
CRUDE OIL TANKER SHIPPING: Sector Trends & Outlook
Moderator: Mr. Christian Wetherbee, Director - Airfreight, Surface & Shipping Research – Citi Research
Panelists:
Video Webcast
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1:35 PM – 2:20 AM |
PRODUCT TANKER SHIPPING: Sector Trends & Outlook
Moderator: Mr. Omar Nokta, Managing Director, Equity Research – Clarksons Platou Securities
Panelists:
Video Webcast
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2:20 PM – 2:40 PM “FIRE AWAY - ASK ROBERT BUGBEE & HAMISH NORTON ANYTHING” |
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Participants, you have listened all day to our industry leaders. Now is YOUR chance to ask our two industry captains anything you want on the industry and market! Please note, company specific questions will not be addressed.
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THANK YOU FOR ATTENDING |
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Audio Webcast
