2021 New York Ship Finance Forum
Nov. 18th, 2021
Convene
ABOUT THE EVENT
Getting the Band Back Together
Ship finance is more productive, and more fun, when we can come together as a community.
Whether it is dreaming up a new deal, expanding your network of funding sources or just brainstorming with new and old relationships, magic happens when motivated people with shared interests get together. That was definitely the case as Marine Money continued its safe return to in-person events, together with partner DNB as we gathered for the first time in two years in NYC for Marine Money’s 22nd annual November Ship Finance Forum held in-person on November 18th.
With every attendee required to be fully vaccinated to enter the venue, we welcomed 323 guests, not only from the USA and Canada, but also from Bermuda, Greece, Norway, Netherlands, United Kingdom, Germany, Switzerland and even from Singapore for a full day of topical discussions and welcome in-person networking and deal-making. The joy to be back was palpable!
Thank you to all those that sponsored, attended in-person or listened to the live stream. We look forward to more in-person events and in 2022 the next one in NYC being Marine Money Week in June 2022.
EVENT ORGANIZERS
EVENT SPONSORS
Partner
Prime Sponsors
Cocktail Sponsor
Corporate Sponsors
EVENT HIGHLIGHT VIDEO
VIDEOS
New York Opening Remarks – The Forum
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
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?
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.
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.
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
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
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
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.
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
The Equity Opportunity in Marine Decarbonization: BSEA – the World’s First Green Shipping ETF
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
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
PRESENTATIONS AND RECORDINGS
Conference Opening Remarks – The Forum
Opening Remarks Ted Jadick, Jr.
Mr. Ted Jadick, Jr.
President & CEO
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
Email info@marsoft.com for more
Dr. Arlie Sterling
President
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?
Mr. Jim Cirenza
Managing Director
Mr. Øystein Kalleklev
CEO
Mr. John Wobensmith
CEO
Mr. John Hadjipateras
CEO
Mr. Graham Talbot
CFO
CEO
Dr. John Coustas
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.
Mr. Michael D. Tusiani
Chairman Emeritus
Dr. Maria Angelicoussis
Director & Chief Executive Officer
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.
Mr. Jeffrey D. Pribor
Senior Vice President & CFO
Mr. Evan W. Uhlick
Head of Ocean Industries, North America
Mr. Ted Jadick, Jr.
President & CEO
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
Mr. John E. Bradley
Shareholder
Mr. Jake Scott
Founder and Managing Partner
Mr. Darrell Crate
Managing Principal
Mr. Robert Burke
Partner & CEO
Mr. Shaun Burch
Co-Chief Investment Officer, Global Transportation & Infrastructure
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
Mr. Jørgen Lian
Head of Shipping Equity Research
Mr. Jeffrey D. Pribor
Senior Vice President & CFO
Mr. Robert Bugbee
President & Director
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
Mr. Michael Timpone
Partner
Mr. Stefanos Fragos
Senior Representative - Athens Branch
Mr. Evan D. Cohen
Managing Director & Group Head
Mr. Jason Stanley
Associate Partner
Mr. Joseph J. Cipolla
Director
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.
Email info@marsoft.com for more
Mr. John Moulopoulos
Senior Financial Analyst
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
Mr. Steven Hollander
Partner
Mr. Chris Weyers
MD & Head of Maritime Investment Banking
Mr. Doug Mavrinac
Global Head of Maritime Investment Banking
Mr. Marius Halvorsen
Head of Investment Banking
Mr. Larry Glassberg
Partner & Sr Managing Director, Investment Banking
The Equity Opportunity in Marine Decarbonization: BSEA – the World’s First Green Shipping ETF
Mr. Harold Malone
Index Committee Member
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
Mr. William Baldwin
Partner
Mr. Eric Evans
Vice President, Strategy
Mr. David Moran
Managing Director
Mr. Andreas Østern
Head of Energy Transition Solutions
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
Mr. Robert Lustrin
Counsel
Mr. Gary Vogel
CEO
Mr. Hamish Norton
President
Mr. Tasos Aslidis
CFO
Mr. Stamatis Tsantanis
Chairman & CEO
