9:00 Chairman’s Opening Remarks

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

9:10 Energy & Global Commodity Markets Outlook – Implications for Freight

From crude to coal, LNG to petroleum products, today’s dramatically changing mix of global energy sources is having an impact on seaborne energy transportation and freight rates.

Francisco Blanch, Head of Global Commodities, Equity Derivatives and Cross Asset Quantitative Strategies, Bank of America Securities

LNG Markets in Focus

9:40 Understanding the Dynamics of the LNG Markets 

• Outlook for Vessel Supply, Ton Mile Demand, Charter Rates & Asset Values 

• Forecasts for LNG Supply & Demand

• The Ukraine Crisis and Impact on Market Fundamentals 

• The LNG Market: Views of a Shipowner and a Private Equity Investor - Similar or Different?

• The Increasing Importance of LNG as the most environmentally friendly fossil fuel 

Jefferson Clarke, Head of LNG Commercial Analytics, Poten & Partners 

Jason Feer, Global Head of Business Intelligence, Poten & Partners

Majed Limam, Manager, Americas, LNG Consulting, Poten & Partners 

Gordon Shearer, Senior Advisor, Project Development, Poten & Partners

Øystein Kalleklev, CEO, Flex LNG and Executive Chairman, Avance Gas

James Berner, Managing Director, BlackRock

Moderator

Michael D. Tusiani, Chairman Emeritus, Poten & Partners

The LNG Market: Views of a Shipowner and a Private Equity Investor - Similar or Different?

Øystein Kalleklev, CEO, Flex LNG

James Berner, Managing Director, BlackRock

10:20 In Focus: Peter C. Georgiopoulos

Having built, IPO’ed and served as CEO of General Maritime, Genco, Baltic Trading and Gener8 Maritime, Peter G has been a visionary when it comes to the relationship between the shipping industry and Wall Street. In this session, learn where he sees opportunity today, and tomorrow.

Interviewed by

Robert Bugbee, President, Scorpio Tankers

Strategy & Tactics

When it comes to Capital Allocation, Monetization of Assets, Growth and Decarbonization, the importance of developing and executing a clear strategy cannot be understated in today’s fast-changing ad unpredictable global market.

11:10 Mergers and Acquisitions – What Drives Deal Making Activity?

The pace of maritime M&A picked up dramatically in the last 12 months. Discover the forces that have driven recent consolidation - and learn what’s to come in 2023 and beyond.

Mark Friedman, Senior Managing Director, Evercore

11:30 A Call to Action: Going Green & Getting Paid

John Moulopoulos, Senior Financial Analyst, Marsoft Inc.

Andy Kruger, Senior Director, Environmental Markets, ClimeCo LLC

11:45 Credit Rating Private Debt Deals

Egan-Jones Ratings Company provides credit ratings on private loans. As the non-bank lending market continues to grow, learn how private ratings can boost liquidity and improve pricing.

Sean Egan, Founder & CEO, Egan-Jones Ratings Company

Interviewed by

James A. Kearns III, Special Counsel, Jones Walker LLP

12:05 Global Capital Markets – Structured Credit, Equity & Preferred

US and European capital markets now offer public and private shipping companies a wide range of opportunities to raise equity and debt. Learn what can get done today.

Jae Kwon, Managing Director, DNB Markets, Inc.

James Lightbourn, Senior Vice President, Corporate Finance, Arctic Securities

Michael Labuskes, Senior Director, Transportation & Commercial Finance, KBRA

Chris Weyers, Managing Director & Head of Maritime, Stifel

Moderator

Ted Horton, Partner & Co-Head of Maritime & Transport, Seward & Kissel

1:45 Big Fun at Tanker Party – Will It Last?

Today’s roaring tanker market is providing good times for anyone long the market, from owners of old and young tonnage to shareholders to lenders. Learn how demand in China, events in Russia and a potential global recession are likely to impact tanker earnings in 2023.

Arthur Richier, Head of Strategic Partnerships, Vortexa

2:00 Energy Transportation Panel Discussion

The combination of the impending Northern Hemisphere winter and the dislocation of energy due to Russia's attack on Ukraine is driving an increase in ton mile demand for seaborne energy transportation, including products, crude, propane and coal. In this session, learn what the future holds for these dynamic maritime markets.

Bob Burke, CEO, Ridgebury Tankers

Bart Kelleher, CFO, Ardmore Shipping Corporation

Randy Giveans, EVP, Business Development & IR, Navigator Gas Robert Bugbee, President, Scorpio Tankers

Moderator

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

2:30 In Focus: Chase Dwyer, CEO, Carbon Ridge

Carbon capture technology will play a key role in reducing shipping emissions in the next 10 years. Meet one of today’s most promising, thoughtful, and well-funded companies.

Interviewed by

Jovi Tenev, Partner, Holland & Knight

2:45 Current State of the Intermodal Container Leasing Industry

The container leasing market was valued at $5.2 billion in 2020-21 and is expected to reach $7.1 billion by 2026. This expert panel will provide valuable insight into the supply and demand factors that drive this dynamic market as well as the financing, management and investment opportunities that the market offers.

Brian Sondey, Chairman & CEO, Triton International

Jeff Gannon, CEO, Global Container International

Jennifer Polli, Managing Director & Senior Operating Partner, Intermodal, ITE Management

Hugo Morrissey, Director, ABS Banking & Finance, BofA Securities, Inc.

Moderator

John E. Bradley, Shareholder, Vedder Price

3:15 New Structured Products for Shipping: Kalash Pandey, Goldman Sachs & Co.

An exciting new source of capital, Global Ship Lease recently closed a $350 million offering of senior secured notes that were privately placed with a limited number of accredited U.S. Investors. In this session, the Sole Structuring Agent on that unique transaction shares what elements made the structure successful and discusses how other shipowners can potentially tap this new funding source.

Interviewed by

Rob Lustrin, Counsel, Transportation Industry Group, Reed Smith LLP

3:30 Current Market Conditions for Shipping Credit

A mix of traditional and alternative players share their views on today’s key topics.

Andrew Shohet, Senior Vice President, Ocean Industries, DNB Bank

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

Jan-Philipp Rohr, Global Head of Shipping, Hamburg Commercial Bank

Nicholas Petrakakos, Partner & Managing Director, Alantra

Jason Braunstein, Deputy Chief Investment Officer – Transport, Hudson Structured Capital Management Ltd.

Moderator

George A. Paleokrassas, Senior Partner & Global Co-Head Maritime, Watson Farley & Williams

4:05 In Focus: Art Regan, CEO, Energos Infrastructure

Apollo & New Fortress are writing the next chapter for LNG.

Interviewed by

Dr. Stefan Rindfleisch, Partner, Ehlermann Rindfleisch Gadow

4:20 Multi-Sector Strategy: Adapting to Thrive in a Changing World

Seasoned market leaders share how they are preparing their businesses for the next 3-5 years.

Gary Vogel, CEO, Eagle Bulk Shipping

Mark Filanowski, CEO, Pangaea Logistics Solutions

Øystein Kalleklev, CEO, Flex LNG and Executive Chairman, Avance Gas

Lois Zabrocky, CEO, International Seaways

Moderator

Jim Cirenza, Managing Director, DNB Markets, Inc.