Capital Link’s 15th Annual New York Maritime Forum
Τρίτη, 10 Οκτωβρίου, 2023
στο Metropolitan Club στην Νέα Υόρκη
Capital Link’s 15th Annual New York Maritime Forum will take place on Tuesday, October 10, 2023 at the Metropolitan Club in New York City.
The event is held in partnership with DNB, and in cooperation with Nasdaq and NYSE.
The New York Maritime Forum (NYMF) is both an investment and an industry conference that provides an platform for investors, financiers, cargo owners and shipowners to discuss the latest developments in the global shipping, energy and commodity markets, as well as in the financial and capital markets. Also, to address critical topics of the industry such as regulation, technology, innovation and more.
This one-day conference, known for its rich informational content and the extensive marketing, networking and business development opportunities.
1×1 meetings will be scheduled between institutional investors and senior executives of shipping companies in parallel to the Forum
AGENDA
Main Room – 1st Floor
SHIPPING MARKETS PRESENTATION
8:10 – 8:25 AM
Mr. Jorgen Lian, Head of Shipping Equity Research – DNB Markets
LNG SHIPPING SECTOR
8:30 – 9:10 AM
Moderator: Mr. Michael Webber, CFA, Managing Partner | Energy Infrastructure – Webber Research & Advisory
Panelists:
Mr. Richard Tyrrell, CEO – Cool Co (CLCO)
Mr. Arthur Regan, CEO – Energos Infrastructure
Mr. Oystein M. Kalleklev, CEO – FLEX LNG (FLNG) / Avance Gas
Main Room – 1st Floor
Library – 2nd Floor
ALL ABOUT CARBON AND THE RACE TO ZERO
9:15 – 9:55 AM
Moderator: Ms. Filana Silberberg, Partner – WFW
Panelists:
Mr. Jan-Willem van den Dijssel, Americas Lead – Cargill Inc.
Mr. Richard Tao, Business Development Leader, Maritime Advisory Americas – DNV
Mr. Hauke Kite-Powell, SVP for Decarbonization – Marsoft Inc.
Mr. Randy Giveans, EVP – Investor Relations & Business Development – Navigator Holdings (NVGS)
Mr. Hamish Norton, President – Star Bulk Carriers Corp. (SBLK)
JONES ACT
9:15 – 9:55 AM
Moderator: Mr. Andrew Shohet, Senior Vice President, Ocean Industries – DNB
Panelists:
Mr. Keegan Plaskon, Director, Business Development, North America – ABS
Mr. Deepak Arora, Chief Strategy Officer – Crowley Maritime
Mr. John Hallmark, EVP Commercial and Strategy – Kirby Marine Transportation Group (KEX)
Mr. Samuel Norton, President/CEO – Overseas Shipholding Group (OSG)
Main Room – 1st Floor
1X1 SESSION
10:00 – 10:20 AM
Mr. Theodore Jadick, Managing Director, CEO & President – DNB Markets; Conference Chairman
Mr. Robert Bugbee, President – Scorpio Tankers Inc. (STNG); President & Director – ENETI Inc. (NETI)
Main Room – 1st Floor
Library – 2nd Floor
THE EVOLVING LANDSCAPE OF SHIPPING FINANCE – WHERE IS THE CAPITAL COMING FROM?
10:25 – 11:05 AM
Moderator: Ms. Han Deng, Partner – Reed Smith LLP
Panelists:
Mr. Andrew Shohet, Senior Vice President, Ocean Industries – DNB
Mr. Evan Cohen, Managing Director & Group Head, Maritime Finance – First Citizens Bank
Mr. Jason Braunstein, Partner – Hudson Structured Capital Management Ltd
Mr. Erlend Sommerfelt Hauge, Co-Founder / Managing Director – Oceanis GmbH
MARITIME TECHNOLOGY START-UPS
10:25 – 11:05 AM
Moderator: Ms. Marina Hadjipateras, Founder & General Partner – TMV
Panelists:
Mr. Fabian Feldhaus, Managing Director & Co-Founder – Flagship Founders
Mr. Haymon Sinapius, Head of Global Investments – INNOPORT – Schulte Group
Mr. Sean Simons, Senior Associate – Newark Venture Partners
CAPITAL MARKETS, M&A, CONSOLIDATION
11:10 – 12:00 PM
Opening Presentation: Ms. Cassandra Seier (Tok), CFA,Head of International Capital Markets – New York Stock Exchange
Moderator: Mr. Keith Billotti, Partner – Seward & Kissel LLP
Panelists:
Ms. Christa Volpicelli, Managing Director & Head of Maritime Investment Banking – Citi
Mr. Christopher C. Eitzen, Managing Director, Investment Banking – Clarksons Securities AS
Mr. Jae Kwon, Managing Director – DNB
Mr. Michael Kirk, Managing Director – RMK Maritime
Mr. Nikos Petrakakos, Senior Advisor, Decarbonization – Tufton Investment Management Ltd
LPG SHIPPING SECTOR
11:10 – 11:50 AM
Moderator: Mr. Omar Nokta, Lead Shipping Researcher – Jefferies
Panelists:Mr. Theodore Young, CFO – Dorian LPG (LPG)
Mr. Oystein M. Kalleklev, CEO – FLEX LNG (FLNG) / Avance Gas Holding Ltd. (NO: AGAS)
Mr. Randy Giveans, EVP – Investor Relations & Business Development – Navigator Holdings (NVGS)
Main Room – 1st Floor
ANALYST PANEL
12:05 – 12:45 PM
Moderator: Mr. Robert Bugbee, President – Scorpio Tankers Inc. (STNG); President & Director – Eneti Inc. (NETI)
Panelists:
Mr. Gregory Lewis, Head of Maritime Research – BTIG
Mr. Frode Mørkedal, Managing Director, Equity Research – Clarksons Securities AS
Mr. Chris Robertson, Vice President – Deutsche Bank
Mr. Omar Nokta, Lead Shipping Researcher – Jefferies
Mr. Liam Burke, Managing Director – B Riley Securities
LUNCHEON & KEYNOTE ADDRESS
PRESIDENT’S ROOM – 3rd Floor
1:00 – 2:15 PM
INTRODUCTORY REMARKS
Dr. Nikolas P. Tsakos, CEO – TEN Ltd. (TNP) Chairman – INTERTANKO (2014-2018)
KEYNOTE ADDRESS
Mr. Mark Ross, CEO – Chevron Shipping
Main Room – 1st Floor
DRY BULK SHIPPING SECTOR
2:30 – 3:10 PM
Moderator: Mr. Liam Burke, Managing Director – B Riley Securities
Panelists:
Mr. Ioannis Zafirakis, Chief Financial Officer & Chief Strategy Officer – Diana Shipping Inc. (DSX)
Mr. Gary Vogel, Chief Executive Officer & Director – Eagle Bulk Shipping Inc. (EGLE)
Mr. John C. Wobensmith, Chief Executive Officer – Genco Shipping & Trading LTD (GNK)
Mr. Hamish Norton, President – Star Bulk Carriers Corp. (SBLK)
SHIPPING – INVESTOR’S PERSPECTIVE
3:15 – 3:55 PM
Moderator: Mr. James Cirenza, Managing Director – DNB Markets Inc.
Panelists:
Mr. James Berner, Managing Director – BlackRock
Mr. Richard Diamond, Principal – Castlewood Capital Partners, LLC
Mr. JP Geygan, COO & SVP – Global Value Investment Corp.
Mr. David Marcus, CEO – Price Family Office, LLC; Lead Portfolio Manager – Evermore Global Value Fund
Mr. Bob Robotti, President and Chief Investment Officer – Robotti & Company
CRUDE OIL TANKER SHIPPING SECTOR
4:00 – 4:40 PM
Moderator: Mr. Chris Robertson, Vice President – Deutsche Bank
Panelists:
Ms. Lieve Logghe, Chief Financial Officer and Interim CEO – Euronav (EURN)
Ms. Lois Zabrocky, CEO – International Seaways (INSW)
Mr. Robert Burke, Partner & CEO – Ridgebury Tankers
Dr. Nikos P. Tsakos, CEO – TEN Ltd (TNP); Chairman – INTERTANKO 2014-2018
PRODUCT TANKER SHIPPING SECTOR
4:45 – 5:25 PM
Moderator: Mr. Frode Mørkedal, Managing Director, Equity Research – Clarksons Securities AS
Panelists:
Mr. Bart Kelleher, CFO – Ardmore Shipping Corporation (ASC)
Mr. Mikael Skov, Chief Executive Officer – Hafnia (NO: HAFNI)
Mr. Ted Petrone, Vice Chairman – Navios Corporation (NMM)
Mr. Robert Bugbee, President – Scorpio Tankers Inc. (STNG); President & Director – Eneti Inc. (NETI)
Investor Meetings
1×1 meetings with Executives of Shipping Companies are available upon request for institutional investors. Details to follow.
See the list of companies here https://forums.capitallink.com/shipping/2023NYmaritime/signup-1×1.html
