Capital Link - Your Link To the global Investment Community

Capital Link - Your Link To the global Investment Community

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Capital Link - Your Link To the global Investment Community episodes

  • 2021 13th Annual Shipping & Marine Services Forum - Shipping - The Investor Viewpoint
    SHIPPING - THE INVESTOR VIEWPOINTShipping is in a new era. With the world economy slowly reopening, global mobility eventually restored and supply chain disruptions diminished, the fundamentals and outlook for shipping are bright across the various sectors. Freight rates, asset vakues and stock prices are up. There has been a resurgence of investor interest in shipping with new IPOs and several secondary offerings. At the same time, other investors, mainlyPrivate Equity Firms, took their profits exiting or decreasing their investments. Is this the time to invest? The panel will provide the viewpoint of investors in assets and stocks from different investor classes.Moderator: Mr.  Joachim Rasmussen, Head of Equity & Fixed Income Sales – Partner - Fearnley Securities ASPanelists:
    Mr. Andrian Dacy, CEO & Managing Director, Global Transportation Group - J.P. Morgan Asset Management
    Mr. Simon Roksund Johannessen, Global Portfolio Manager - KLP
    Mr. Roberto Rondelli, Partner - Pillarstone
    Mr. Will Homan-Russell, Managing Director & Portfolio Manager - WMC Capital
    41 min
  • 2021 13th Annual Shipping & Marine Services Forum - The S&P and Newbuilding Markets - Impact of Technology, Finance & Regulation
    THE S&P AND NEWBUILDING MARKETS – IMPACT OF TECHNOLOGY, FINANCE & REGULATIONHow do the freight rates of today’s shipping markets impact ship operations, fleet maintenance and fleet renewal? Different market segments operate under different dynamics – overall there seems to be brisk demand for ships today while shipping companies need to prepare for the next generation ships and shipyards seem to be quite booked. Green Shipping seems to be a one-way road – but how do companies navigate given the uncertainty on fuel types and their infrastructure, rapid technological developments, new regulatory requirements, availability of finance and charterer preferences? The panel will provide the viewpoint of major stakeholders from different angles – shipbroking, technology and finance.Moderator: Mr. Nicholas Brown, Brand & Communications Director - Bureau Veritas Marine & Offshore Panelists:
    Mr. Richard Fulford Smith, Managing Partner - Affinity (Shipping) LLP
    Mr. James Gundy, CEO - Braemar
    Mrs. Lois Zabrocky, President & CEO - International Seaways
    Mr. Paolo Moretti, CEO – RINA Services
    Mr. Andrea Morgante, Vice President, Marine Power Strategy – Wärtsilä 
    46 min
  • 2021 13th Annual Shipping & Marine Services Forum - Shipping - The Investor Viewpoint
    SHIPPING - THE INVESTOR VIEWPOINTShipping is in a new era. With the world economy slowly reopening, global mobility eventually restored and supply chain disruptions diminished, the fundamentals and outlook for shipping are bright across the various sectors. Freight rates, asset vakues and stock prices are up. There has been a resurgence of investor interest in shipping with new IPOs and several secondary offerings. At the same time, other investors, mainlyPrivate Equity Firms, took their profits exiting or decreasing their investments. Is this the time to invest? The panel will provide the viewpoint of investors in assets and stocks from different investor classes.Moderator: Mr.  Joachim Rasmussen, Head of Equity & Fixed Income Sales – Partner - Fearnley Securities ASPanelists:
    Mr. Andrian Dacy, CEO & Managing Director, Global Transportation Group - J.P. Morgan Asset Management
    Mr. Simon Roksund Johannessen, Global Portfolio Manager - KLP
    Mr. Roberto Rondelli, Partner - Pillarstone
    Mr. Will Homan-Russell, Managing Director & Portfolio Manager - WMC Capital
    41 min
  • 2021 13th Annual Shipping & Marine Services Forum - How Green is Green
    HOW GREEN IS GREENThere are many shades of green in the ship finance market ranging from responsible investments, to sustainable finance and 'pure' green finance. The presentation will discuss their similarities and differences and will also focus on current trends and recent experiences in the field in relation to actual transactions and documentation used in the market. Connections between these and the wider green initiatives in the shipping industry will also be touched upon.Presentation by:
    Mrs. Dora Mace-Kokota, Partner - Stephenson Harwood
    20 min
  • 2021 13th Annual Shipping & Marine Services Forum - How Green is Green
    HOW GREEN IS GREENThere are many shades of green in the ship finance market ranging from responsible investments, to sustainable finance and 'pure' green finance. The presentation will discuss their similarities and differences and will also focus on current trends and recent experiences in the field in relation to actual transactions and documentation used in the market. Connections between these and the wider green initiatives in the shipping industry will also be touched upon.Presentation by:
    Mrs. Dora Mace-Kokota, Partner - Stephenson Harwood
    20 min
  • 2021 13th Annual Shipping & Marine Services Forum - Global Shipping - A Supercycle Ahead?
    GLOBAL SHIPPING - A SUPERCYCLE AHEAD?What is different this time? Are we at the beginning of a new supercycle for shipping spreading across all market segments? A panel of senior executives from the major market segments will share their insight as to what makes this cycle different and the outlook ahead.Moderator: Mr. Peder Nicolai Jarlsby, Partner, Equity Research - Fearnley Securities ASPanelists:
    Mr. Mark O’Neil, President & CEO - Columbia Shipmanagement, Ltd.; President - InterManager
    Mr. John Lycouris, CEO - Dorian LPG (USA) 
    Mr. Oystein Kalleklev, CEO - Flex LNG
    Mr. Mikael Skov, CEO - Hafnia
    Mr. Constantin Baack, CEO - MPC Containers
    Mr. Hamish Norton, President - Star Bulk Carriers
    1 hr 1 min