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2021 New York Ship Finance Forum

Agenda

Nov. 18th, 2021

EVENT VENUE
Convene, 117 West 46th Street (between 6th & 7th Avenues), New York, NY 10036


MORNING


8:15 Registration Opens
Continental Breakfast available – The Gallery

9:10 Conference Opening Remarks – The Forum

Matt McCleery, President, Marine Money

Ted Jadick, Jr., President & CEO, DNB Markets, Inc.


9:20 Global Trade in a Changing World – Impact on Shipping Economics

COP26 Takeaways – Impact on Ocean Shipping

Energy Shortage in Europe – Renewable Energy Storage and Shipping Demand

China – Policy moves to Cool Commodities, Real Estate, and Industrial Activity

Macroeconomic Forces – Inflation, Rising Interest Rates & Slowing Global GDP Growth

Dr. Arlie Sterling, President, Marsoft Inc.


9:45 Shipowner Strategy Session

Capital Allocation 2022 – Preparing today for the next shipping cycle

Optimizing the Balance Sheet – To maximize market cap and equity returns

Distinguishing Factors – What really sets shipping companies apart?

Panel

Øystein Kalleklev, CEO, Flex LNG

John Wobensmith, CEO, Genco Shipping & Trading

John Hadjipateras, CEO, Dorian LPG

Graham Talbot, CFO, Atlas Corporation

Dr. John Coustas, CEO, Danaos Corporation


Moderator

Jim Cirenza, Managing Director, DNB Markets


10:30 Captains of Industry: Dr. Maria Angelicoussis

Dr. Maria Angelicoussis is Director & Chief Executive Officer of the Angelicoussis Group. With an operating fleet of 144 vessels with a total DWT of 30 million, the Angelicoussis Group is the largest ship owning group in Greece and one of the world’s largest privately-owned fleets, employing over 7,000 people.


Interviewed by

Michael D. Tusiani, Chairman Emeritus, Poten & Partners


11:00 Networking Break – The Gallery
Sponsored by Society Of Maritime Arbitrators

11:30 The DNB Perspective on Deploying Capital into the Maritime Sector

A full service, high capacity international corporate and investment banking institution shares its perspective on current market conditions and future trends for capital formation in shipping.

Panel

Evan W. Uhlick, Head of Ocean Industries, North America, DNB Bank ASA

Jae W. Kwon, Managing Director, DNB Markets, Inc.

Ted Jadick, Jr., President & CEO, DNB Markets, Inc.


Moderator

Jeffrey D. Pribor, Senior Vice President & CFO, International Seaways, Inc.


12:00 LPs and GPs: Elements of Successful Maritime Asset Management

In this session, a mix of market participants discuss the key factors for success in managing capital for family offices and institutional investors.

Today’s Best Structures – Lessons Learned

Fundraising & Chemistry – Strategies for Finding the right fit

Communication – Developing mutual agreement on risk and return tolerance

Co-investment – Alignment of interest

Sustainability & Reporting – Meeting the needs of stakeholders

Panel

Jake Scott, Founder and Managing Partner, FDX Offshore

Darrell Crate, Managing Principal, Easterly Asset Management

Robert Burke, Partner & CEO, Ridgebury Tankers

Shaun Burch, Co-Chief Investment Officer, Global Transportation & Infrastructure, Mount Street Group


Moderator

John E. Bradley, Shareholder, Vedder Price P.C.


12:35 The Vital Role of Tankers in the Global Energy Transition

Despite a desire to reduce carbon emissions, a worrisome shortage of renewable energy has proven that the world will needs ships (and fossil fuels) for years to come. So let’s make them as clean (and profitable) as possible.

A Slower Transition to low carbon – What it Means for oil tankers

Buying Opportunities – Allocating Capital in Today’s Market

Scale – What’s the right fleet size and diversification today

Sustainability – initiatives and the impact on fundamentals

Panel

Jeffrey D. Pribor, Senior Vice President & CFO, International Seaways, Inc.

Robert Bugbee, President & Director, Scorpio Tankers Inc.


Moderator

Jørgen Lian, Head of Shipping Equity Research, DNB Markets


1:00 Networking Buffet Lunch – The Gallery


AFTERNOON


2:00 Debt Funding Sources: The Wide Range of Credit Products Available to Shipowners

Today’s Market Conditions – Driven by Abundant Liquidity and Zero Interest Rates

Finding a Niche – Without Taking Excess Risk

Managing Asset (and Credit) Risk – During an Extreme Cyclical High

Sustainability – Addressing the Needs of Lenders and LPs

• Back-leveraging Private Equity and Leasing Companies

Panel

Stefanos Fragos, Senior Representative - Athens Branch, Yieldstreet Marine Inc.

Evan D. Cohen, Managing Director & Group Head, CIT Maritime Finance

Jason Stanley, Associate Partner, The Governance Group

Joseph J. Cipolla, Director, Maritime Asset Partners (MAP) & SVP, Wafra Capital Partners


Moderator

Michael Timpone, Partner, Seward & Kissel


2:40 Marsoft GreenScreen™ – Access to Carbon Credits to Support Emissions Reduction Now

Marsoft’s GreenScreen™ offers fast and low-cost access to the carbon credits market for retrofits – delivering robust financial returns and verification of an owner’s strategic commitment to reduced CO2 emissions.

John Moulopoulos, Senior Financial Analyst, Marsoft Inc.


2:50 Capital Markets - Opportunities and Alternatives in a World Awash in Liquidity

• Today's Market Conditions

• What do Investors Want (and Companies Need) Now?

• Yield Yield Yield

• Going Public…Going Private…Going Viral?

Preparing for Opportunities in 2022 – How Issuers Should Prepare Now

Panel

Chris Weyers, MD & Head of Maritime Investment Banking, Stifel

Doug Mavrinac, Global Head of Maritime Investment Banking, Jefferies

Marius Halvorsen, Head of Investment Banking, Arctic Securities LLC

Larry Glassberg, Partner & Sr Managing Director, Investment Banking, Maxim Group LLC


Moderator

Steven Hollander, Partner, Watson Farley & Williams


3:25 Networking Break – The Gallery

4:00 The Equity Opportunity in Marine Decarbonization:
BSEA – the World’s First Green Shipping ETF

Harold Malone, Index Committee Member, Marine Money Decarbonization Index


4:10 U.S. Offshore Wind - Investing in Vessels and Infrastructure for Renewable Energy

Enormous opportunity – but for whom?

• Where does the Jones Act Start, and the International Market end?

• Meeting the Vessel Demand to Achieve 30 GW by 2030

• Feeder Vessel Model Versus Jones Act WTIV Model

• Capital Sources for Newbuild Vessels in US Offshore Wind

Panel

Eric Evans, Vice President, Strategy, Crowley Shipping

David Morant, Managing Director, Eneti, Inc.

Andreas Østern, Head of Energy Transition Solutions, DNB Bank ASA


Moderator

William Baldwin, Partner, Jones Walker LLP


4:40 The Bulk Carrier Markets – Rates Reach Records, What Comes Next?

• Cashflow is strong, equity prices are rising, dividends are increasing

Forward Fixing for 2022 – Is the Discount Worth it?

EEDI – will a slowing fleet increase charter rates?

• Strategies for fleet renewal in an uncertain (and expensive) newbuilding environment

Panel

Gary Vogel, CEO, Eagle Bulk Shipping

Hamish Norton, President, Star Bulk Carriers Corp.

Tasos Aslidis, CFO, EuroDry & Euroseas

Stamatis Tsantanis, Chairman & CEO, Seanergy Maritime Holdings Corp.


Moderator

Robert Lustrin, Counsel, Reed Smith LLP


5:20 Conference Closing Remarks


Post Conference Networking Cocktail Reception in The Gallery until 7:00 pm
Graciously Hosted by International Registries, Inc.
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