"London Calling - Supercycle Ahead?"



Monday, September 13, 2021 - Digital Conference

Agenda


 
London Time BST       
     
9:50 - 10:00 AM   REAFFIRMING GLOBAL MARITIME LEADERSHIP IN A POST-EU BRITAIN

  Opening Keynote Remarks

Mr. Robert Courts MP
Minister for Aviation, Maritime & Security

Department for Transport - UK

 

 

     
10:05 - 10:45 AM   LONDON CALLING - LEADING THE GLOBAL DIGITAL TRANSFORMATION

The pandemic has fundamentally altered the maritime industry’s regard for technology. Greater appetite for and acceptance of digital solutions are advancing a data driven transformation that extends beyond shipowners and ship managers to charterers, financiers and insurers. The session will evaluate shipping’s digital data maturity, overcoming data challenges (access, quality vs quantity) and how industry stakeholders can derive value from data solutions for making better decisions. The advent of EEXI and CII is creating a new level of complexity to ship operations and this session will assess why data must be part of the solution as well as how data will change the commercial and regulatory landscape.

Moderator:
 Mr. Andy McKeran, LR Maritime Performance Services Director - Lloyd’s Register

Panelists:

 

 

     
10:50 - 11:40 AM   LONDON AS A SOURCE OF CAPITAL TO GLOBAL SHIPPING

Introductory Presentation


Panel Discussion
There has been a resurgence of equity capital raising on the LSE. The panel will discuss the attractiveness of London as a listing destination for shipping companies and venue for raising equity, the profiles of investors active in the UK market and the role of UK and international banks in the process. Panelists include global companies listed on the LSE both domiciled in the UK and abroad who will share their reflections on their London listing.

Moderator:
Mrs. Diana Syziu, Partner - Hill Dickinson LLP

Panelists:

 

 

     
11:45 - 12:30 PM   PROVIDING CAPITAL TO SHIPPING - THE NEW LANDSCAPE
Banks - Alternative Finance - The Emergence of New Capital Sources and Finance Hubs  

This panel will discuss the current landscape and interaction among key finance provides such as traditional banks, leasing firms, credit funds and other forms of alternative finance. It will also address the impact of regulations and green shipping as well as the emergence of new regional and international hubs providing capital to shipping.

Moderator:
Mr. Robert Wilkins, Partner, Chair of Transportation Industry Group - Reed Smith

Panelists:

 

 

     
12:35 - 12:55 PM   HOW GREEN IS GREEN

There are many shades of green in the ship finance market ranging from responsible investments, to sustainable finance and 'pure' green finance. The presentation will discuss their similarities and differences and will also focus on current trends and recent experiences in the field in relation to actual transactions and documentation used in the market. Connections between these and the wider green initiatives in the shipping industry will also be touched upon.

Presentation by:

 

     
1:00 - 1:25 PM   SPOTLIGHT ON DECARBONIZATION - TECHNOLOGY - SAFETY
1x1 Discussion between: 

  Mrs. Karrie Trauth
Head of Shipping - 
Shell Shipping & Trading
  Mr. Knut Oerbeck-Nilssen
CEO - DNV Maritime

 

 

     
1:30 - 1:50 PM   DECARBONIZATION IN SHIPPING – TO WIN OR NOT TO WIN?

  Keynote Presentation

Dr. Martin Stopford
Non-Executive President -
Clarksons Research Services Limited

 

 


     
1:55 - 2:45 PM   DECARBONIZATION - POLICY MAKING AT CROSSROADS
Who Will Pay for the Bill? The Billion Dollar Question 

Moderator:
Mr. Simon Petch, Partner - Watson Farley & Williams

Panelists:
  • Mr. Lars Robert Pedersen, Deputy Secretary General - BIMCO
  • Mr. Philippos Philis, Vice President & President Elect - European Shipowners Associations (ECSA); CEO - Lemissoler Navigation
  • Ms. Magda Kopczynska, Director for Waterborne - Directorate General for Mobility and Transport - European Commission
  • Mr. Guy Platten, Deputy Secretary General - International Chamber of Shipping (ICS)
  • Mr. Hiroyuki Yamada, Director, Marine Environment Division - International Maritime Organization (IMO)

 

 

     
2:50 - 3:35 PM   THE S&P AND NEWBUILDING MARKETS – IMPACT OF TECHNOLOGY, FINANCE & REGULATION

How do the freight rates of today’s shipping markets impact ship operations, fleet maintenance and fleet renewal? Different market segments operate under different dynamics – overall there seems to be brisk demand for ships today while shipping companies need to prepare for the next generation ships and shipyards seem to be quite booked. Green Shipping seems to be a one-way road – but how do companies navigate given the uncertainty on fuel types and their infrastructure, rapid technological developments, new regulatory requirements, availability of finance and charterer preferences? The panel will provide the viewpoint of major stakeholders from different angles – shipbroking, technology and finance.

Moderator:
Mr. Nicholas Brown, Brand & Communications Director - Bureau Veritas Marine & Offshore 

Panelists:

 

 

     
3:40 - 4:20 PM   SHIPPING - THE INVESTOR VIEWPOINT

Shipping is in a new era. With the world economy slowly reopening, global mobility eventually restored and supply chain disruptions diminished, the fundamentals and outlook for shipping are bright across the various sectors. Freight rates, asset vakues and stock prices are up. There has been a resurgence of investor interest in shipping with new IPOs and several secondary offerings. At the same time, other investors, mainlyPrivate Equity Firms, took their profits exiting or decreasing their investments. Is this the time to invest? The panel will provide the viewpoint of investors in assets and stocks from different investor classes.

Moderator:
Mr.  Joachim Rasmussen, Head of Equity & Fixed Income Sales – Partner - Fearnley Securities AS

Panelists:

 

 

     
4:25 - 5:25 PM   GLOBAL SHIPPING - A SUPERCYCLE AHEAD?

What is different this time? Are we at the beginning of a new supercycle for shipping spreading across all market segments? A panel of senior executives from the major market segments will share their insight as to what makes this cycle different and the outlook ahead.

Moderator:
Mr. Peder Nicolai Jarlsby, Partner, Equity Research - Fearnley Securities AS

Panelists:

 

 

     
5:30 - 5:50 PM   CLOSING REMARKS
1x1 Discussion between:

  Ms. Nusrat Ghani
MP Member of the 
UK Parliament
Former Parliamentary
Under-Secretary – 
Department of Transport
  Mr. Jos Standerwick
Chief Executive
Maritime London 

 

 

     



Supporting Organizations


With the support of the
International Centre for Shipping,
Trade and Finance

Media Partners