Capital Link’s 17th Annual International Shipping Forum

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Capital Link’s 17th International Shipping Forum
Monday, March 20, 2023
Metropolitan Club – New York City
 

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Attendance is free to investors & qualified attendees.
1×1 Meetings Available Upon Request


Capital Link’s 17th Annual International Shipping Forum will take place on Monday, March 20, 2023 at the Metropolitan Club in New York City. The Forum is held in partnership with Citi and in cooperation with NYSE and Nasdaq. 

The Forum will examine the macroeconomic issues that are shaping and transforming the international shipping markets today, featuring a comprehensive review and outlook of the various shipping markets, made more relevant by the release of companies’ annual results. Discussions will include topics of critical relevance to the industry geopolitics, energy security, easing covid restrictions in China and its impact, environmental regulations, technology, sanctions and tariffs, access to capital and more!

1×1 meetings will be scheduled between institutional investors and senior executives of shipping companies in parallel to the Forum.

 

AGENDA
MORNING SESSIONS (West Lounge – 1st Floor)
WELCOME REMARKS
7:55 – 8:00 AM
Mr. Nicolas Bornozis
, President – Capital Link
OPENING REMARKS
8:00 – 8:10 AM
Mrs. Christa Volpicelli
, Managing Director & Head of Maritime Investment Banking – Citi, Conference Co-Chairman
A U.S. EQUITY MARKET UPDATE
8:10 – 8:30 AM
Mr. Scott T. Chronert
, U.S. Equity Strategist & Global head of ETF Research – Citi
DRY BULK SHIPPING SECTOR
8:35 – 9:15 AM
Moderator:
Mr. Frode Morkedal, Managing Director, Equity Research – Clarksons

Panelists:

  • Mr. Gary Vogel, CEO and Director – Eagle Bulk Shipping (EGLE)
  • Mr. John Wobensmith, President – Genco Shipping & Trading Limited (GNK)
  • Mr. Edward Buttery, Founder, CEO & Executive Director – Taylor Maritime Investments (TMI)
  • Mr. Stamatis Tsantanis, Chairman & CEO – Seanergy Maritime Holdings (SHIP)
  • Mr. Hamish Norton, President – Star Bulk Carriers (SBLK)
THE IMPACT OF CARBON INTENSITY INDICATOR (CII) ON VALUES
9:20 – 9:40 AM
Mr. Simon Rowse
, Head of Modelling and Data Science – VesselsValue
SHIPPING & ENERGY TRANSITION – WHAT’S NEXT
9:45 – 10:30 AMINTRODUCTORY KEYNOTE REMARKS


Mr. Knut Ørbeck-Nilssen
CEO – DNV MaritimePANEL DISCUSSION

Moderator: Mr. John Benson, Partner – Watson Farley & Williams

Panelists:

  • Mr. Mark O’Neil, CEO – Columbia Shipmanagement
  • Mrs. Semiramis Paliou, CEO – Diana Shipping (DSX); President – HELMEPA
  • Mr. Knut Ørbeck-Nilssen, CEO – DNV Maritime
  • Dr. Loukas Barmparis, President – Safe Bulkers (SB)
WEST LOUNGE (1st Floor)LIBRARY (2nd Floor)
SHIP FINANCE
10:35 – 11:15 AM
Moderator:
 Mr. Michael Timpone, Partner – Seward & Kissel

Panelists:

  • Mr. Evan Cohen, Managing Director & Group Head of Maritime Finance – CIT
  • Mr. Michael Parker, Chairman, Global Shipping, Logistics & Offshore – CITI
  • Mr. Andrew Shohet, Senior Vice President, Ocean Industries – DNB
  • Mr. Charles Haskell, Maritime Decarbonisation Hub Program Manager – Lloyd’s Register
RUSSIAN OIL PRICE CAP
10:35 – 11:15 AM
Moderator:
 Mr. John Bradley, Shareholder – Vedder Price

Panelists:

  • Mr. Daniel Tadros, Chief Operating Officer – American P&I Club
  • Mr. Christos G. Papanicolaou, Senior Vice President / Business Development – USA –SIMPSON | SPENCE | YOUNG
  • Mrs. Claire McCleskey, Assistant Director, Office of Foreign Affairs (OFAC) – U.S. Department of Treasury
INVESTING IN SHIPPING
11:20 – 12:00 PM
Moderator:
 Mr. Robert Lustrin, Counsel, Transportation Industry Group – Reed Smith

Panelists:

  • Mrs. Christa Volpicelli, Managing Director & Head of Maritime Investment Banking – Citi
  • Mr. Espen Lysdahl, Co-Head, Shipping Investment Banking – Clarksons
  • Mr. Carl- Sigurd Synvis, Head of Fund Management | Portfolio Manager – Cleaves Securities AS
  • Mr. James Cirenza, Managing Director – DNB Markets
  • Mr. Larry Glassberg, Co-Head, Investment Banking – Maxim Group 
LPG SECTOR PANEL
11:20 – 12:00 PMModerator: Mr. Ben Nolan, Head of Maritime Research – Stifel

Panelists:

  • Mr. Anders Onarheim, CEO – BW LPG (NO: BWLPG)
  • Mr. John Lycouris, CEO – Dorian LPG (USA) LLC (LPG)
  • Mr. Randy Giveans, EVP, Head of Investor Relations and Business Development in North America – Navigator Gas (NVGS)
LNG SECTOR
12:05 – 12:50 PM 

INTRODUCTORY KEYNOTE REMARKS
The State & Outlook of the LNG Market

Mr. Michael D. Tusiani,
Chairman Emeritus – Poten & Partners


Moderator:
 Mr. Roy Bleiberg, V. P. Business Development, North America – American Bureau of Shipping – ABS

Panelists:

  • Mr. Jerry Kalogiratos, CEO – Capital Product Partners (CPLP)
  • Mr. Richard Tyrell, CEO – Cool Co (COOL)
  • Mr. Karl Fredrik Staubo, CEO – Golar LNG (GLNG)
  • Mr. Gordon Shearer, Senior Advisor – Poten & Partners
OFFSHORE WIND PANEL
12:05 – 12:45 PM
Moderator:
 Mr. James Doyle, Head of Business Development & Investor Relations – ENETI (NETI)

Panelists:

  • Mr. Turner Holm, Managing Director – Clarksons
  • Mr. Ben Nolan, Head of Maritime Research – Stifel
  • Mr. Charlie Papavizas, Partner, Chair, Maritime Practice – Winston & Strawn LLP
LUNCHEON & KEYNOTE ADDRESS
Presidents’ Room – 3rd Floor

1:00 – 2:20 PM
Welcome Remarks

Mr. Christian Wetherbee
Director – Airfreight, Surface & Shipping Research
Citi Research

KEYNOTE ADDRESS
Shipping And Energy In The Context Of Transition And Disrupted Global Markets

H.E. Geoffrey R. Pyatt
Assistant Secretary, Bureau of Energy Resources
U.S. Department of State

Mrs. Lois Zabrocky
Chief Executive Officer
International Seaways (INSW)
AFTERNOON SESSIONS (West Lounge – 1st Floor)
ANALYST ROUNDTABLE
2:30 – 3:10 PM
Moderator: Mr. Jerry Kalogiratos
, CEO – Capital Product Partners (CPLP)

Panelists:

  • Mr. Christian Wetherbee, Director – Airfreight, Surface & Shipping Research – Citi Research
  • Mr. Frode Morkedal, Managing Director, Equity Research – Clarksons
  • Mr. Omar Nokta, Managing Director, Marine Shipping Equity Analyst – Jefferies
  • Mr. Ben Nolan, Head of Maritime Research – Stifel
  • Mr. Tate Sullivan, Managing Director & Partner, Head of Maritime Research – Maxim Group
CONTAINER SHIPPING SECTOR
3:15 – 3:55 PM
Moderator: Mr. Tate Sullivan
, Managing Director & Partner, Head of Maritime Research – Maxim Group

Panelists:

  • Dr. Evangelos Chatzis, CFO – Danaos Corporation (DAC)
  • Dr. Anastassios Aslidis, CFO – Euroseas Ltd. (ESEA)
  • Mr. George Youroukos, Executive Chairman – Global Ship Lease (GSL)
  • Mr. Clemens Toepfler, Managing Director – Toepfler Transport GmbH
CRUDE OIL TANKER SHIPPING SECTOR
4:00 – 4:40 PM
Moderator:
Mr. Christian Wetherbee, Director – Airfreight, Surface & Shipping Research – Citi Research

Panelists:

  • Mrs. Lois Zabrocky, CEO – International Seaways (INSW)
  • Mr. Ted Petrone, Vice Chairman – Navios Corporation (NMM)
  • 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 – 5:30 PM
Moderator:
Mr. Christian Wetherbee, Director – Airfreight, Surface & Shipping Research – Citi Research

Panelists:

  • Mr. Anthony Gurnee, Founder and CEO – Ardmore Shipping Corporation (ASC)
  • Mr. Carlos Balestra Di Mottola, CFO – d’Amico International Shipping S.A. (DIS)
  • Mr. Mikael Skov, CEO – Hafnia (HAFNI)
  • Mr. Christian Ingerslev, CEO – Maersk Tankers
  • Mr. James Doyle, Head of Business Development & Investor Relations – Scorpio Tankers Inc. (STNG)
1×1 Meetings – Participating Shipping Companies

  • Ardmore Shipping Corporation (NYSE:ASC) 
  • BW LPG (OSLO:BWLPG) 
  • Capital Product Partners (NASDAQ:CPLP)
  • Columbia Shipmanagement Ltd. 
  • Cool Co (OSLO: COOL) 
  • d’Amico International Shipping (BIT:DIS) 
  • Danaos Corporation (NYSE: DAC) 
  • Diana Shipping Inc (NYSE: DSX) 
  • Dorian LPG Ltd.(NYSE:LPG) 
  • Eagle Bulk Shipping (NYSE:EGLE) 
  • Eneti Inc. (NYSE:NETI) 
  • Eurodry Ltd. (NASDAQ:EDRY) 
  • Euroseas (NASDAQ:ESEA) 
  • Genco Shipping & Trading (NYSE:GNK) 
  • Global Ship Lease (NYSE:GSL) 
  • GOLAR LNG (NASDAQ: GLNG)
  • Hafnia (OSLO:HAFNI) 
  • International Seaways (NYSE:INSW) 
  • Navigator Holdings Ltd. (NYSE:NVGS) 
  • Navios Maritime Partners (NYSE:NMM) 
  • Pyxis Tankers (NASDAQ: PXS) 
  • Ridgebury Tankers
  • Safe Bulkers (NYSE:SB) 
  • Scorpio Tankers (NYSE:STNG) 
  • Seanergy Maritime Holdings (NASDAQ:SHIP) 
  • Star Bulk Carriers (NASDAQ:SBLK) 
  • Taylor Maritime Investments (LON:TMI) 
  • Tsakos Energy Navigation (NYSE:TNP) 
  • United Maritime Corp (NASDAQ: USEA)
SPONSORS
 
 
Contacts

For sponsorship and speaking opportunities please contact: Nicolas Bornozis, Olga Bornozi or Anny Zhu at forum@capitallink.com or call 212.661.7566.

For more information, contact Eleni Bej at ebej@capitallink.com or call 212.661.7566.