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Hong Kong Ship Finance & Investment Forum

Navigating Rough Waters: Survival Today, Success Tomorrow

Grand Hyatt Hong Kong

March 25, 2009

Transaction partner

Speakers’ Dinner sponsor

Supported by

8:30        Registration and Welcome Coffee

Setting the Stage

9:30        Welcome Remarks by Organizer and Forum Chairmen
                Ms. Nora Huvane, Director, Marine Money Asia
                Mr. Alastair MacAulay, Head of Ship Finance, JSM

9:40        Macroeconomic Report: Where We Are in the World and in Asia
                Mr. Louis-Vincent Gave, CEO, GaveKal

10:10     Credit Market Outlook
                -New deals: pricing & terms
                -The impact of government stimulus plans
                -Who’s lending and investing
                -What to expect in 2Q09
                Mr. Rodricks Wong, Financial Analyst, Marine Money Asia

10:30     Capacity Outlook
                -Newbuilding deliveries – What to expect in 2009 and beyond
                -Scrapping: Prospects, potential and pitfalls
                Mr. Byron Fiske Harrison, Fearnleys Asia

10:50     Dry Cargo Market Status Update: Where Are We Now?
                Dr. Henriette Van Niekerk, Divisional Director
                Dry Cargo, Clarksons

Discussion: Speakers Above
Moderator: Mr. Arthur Bowring, Managing Director,
                   Hong Kong Shipowners’ Association

Morning Coffee

11:45     The Asset Valuation Conundrum
                -Are there alternatives to last done?
                -Lessons from the aircraft cycle
                Mr. Eddy Pieniazek, Director & Head of Consultancy, ASCEND

12:10     Financing at Present Times: A Bankers’ Roundtable
                -Current financing requirements versus availability
                -What to expect for new and existing loans
                -Valuation and loan-to-value clauses
Mr. Charles Reineke, SVP, Global Shipping Finance Group, SMBC
Mr. Terence Yiu, Managing Director, Asia Shipping Division, BNP Paribas
Mr. Felix Ulbricht, Head of Deutsche Shipping Asia, Deutsche Bank
Mr. Paul Chang, Head of Shipping Asia, HSH Nordbank
Moderator: Ms. Nora Huvane, Director, Marine Money Asia

13:00     Networking Luncheon

14:30     Critical Topics in Today’s Market

The Future of Forward Freight Agreements
                -Buyer, seller, bank intermediaries
                -Outlook for market size and counterparty risk
                -Hedging positions to reduce risk for owners and charterers
                Mr. Mudit Paliwal, Executive Vice President, Noble Chartering

The Benefits of Third Party Management
                -Using an independent ship manager to ensure your assets                 are generating maximum revenue
                -Controlling expenses and managing maintenance
                -Risks associated with vessel neglect
                Mr. Rob Grool, Group Managing Director, Wallem Group Ltd

Lay-ups: Concerns, Costs, Benefits & Tradeoffs
                -How- to Guide
                -Comparing cost savings and revenue losses
                -Hot versus cold
                Mr. David Power, Lloyds Register Asia

Discussion: Speakers Above
Moderator: Mr. Richard Kendall, Managing Director,
                   The China Navigation Co. Ltd.

Afternoon Tea

16:20     Consolidation by the Fittest: M&A in a Cash-poor Market
                -Which sectors are ready?
                -Is financing available for stronger players?
                -Look out for fire sales?
                -How to make use of cash on hand for strategic acquisitions
                -Case studies
                Mr. Raghu Narain, Head of Transportation &
                Infrastructure Asia, Royal Bank of Scotland

16:45     Stakeholders Unite:
              Owners, Investors & Lenders on What Comes Next
                -Preparing for the year ahead
                -Financing availability, newbuildings,
                and consolidation opportunities
                -Recoveries and fire sales: identifying
                opportunities in key sectors
Mr. Tim Huxley, CEO, Wah Kwong Maritime Transport Holdings Ltd.
Mr. Kenneth Lam, Managing Director, Calyon Asia Shipfinance Ltd.
Mr. Jon Windham, Head of Shipping Research Asia, Macquarie Securities
Moderator: Mr. Graham Porter, Tiger Group Investments

Closing Remarks from Forum Chairman and Organizer
                Mr. Alastair MacAulay, Head of Ship Finance, JSM
                Ms. Nora Huvane, Director, Marine Money Asia

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