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 - 15th Annual International Shipping Forum - LPG Shipping: Sector Trends & Outlook
    DAY 1 – TUESDAY, MARCH 2, 2021
    LPG SHIPPING: SECTOR TRENDS & OUTLOOK
    The panel will discuss the latest trends, developments and outlook in the LPG shipping sector focusing, among other, on demand and supply fundamentals, the global energy markets, operational and commercial issues, freight rates, asset values, and more.
    Moderator:Mr. Ben Nolan, Head of Maritime Research – Stifel
    Panelists:
    Mr. Ben Martin, CCO – Avance Gas (OSLO: AVANCE)
    Mr. John Lycouris, CEO – Dorian LPG (LPG)
    Mr. Charles Maltby, CEO – Epic Gas Ltd. (OSLO: EPICME)
    Mr. Jens Ismar, Executive Director Shipping – EXMAR (EBR: EXM)
    41 min
  • 2021 - 15th Annual International Shipping Forum - Addressing The Crewing Crisis - Moving From Discussion To Results
    DAY 1 – TUESDAY, MARCH 2, 2021
    ADDRESSING THE CREWING CRISIS - MOVING FROM DISCUSSION TO RESULTS
    Shipping reaffirmed its vital function as the artery of global trade, when during the pandemic ships continued to move cargo and kept the supply chain open for the benefit of societies and economies around the world. This could not have happened without the endurance and sacrifices of the crews that faced unprecedented challenges including much longer than anticipated stay onboard. There is a humanitarian crisis raising, among other, safety concerns. There has been a huge amount if discussion and progress has been made in terms of facilitating crew changes but still the problem remains. The recent Neptune Declaration which has been signed by more than 400 companies and organizations brings the issue again to the spotlight and creates a unified industry demand – to address and resolve the issue, which needs the cooperation of all stakeholders – international organizations, national governments, shipping companies, charterers and more. This panel will focus on practical recommendations and strategies in terms of addressing the issue.
    Moderator:Mr. Joseph E.M. Hughes, Chairman & CEO  – American P&I Club
    Panelists:
    Mr. Stephen Cotton, Secretary General – International Transport Workers’ Federation (ITF)
    Mr. Guy Platten, Secretary General – International Chamber of Shipping (ICS)
    Mr. Frederick J. Kenney, Director Legal Affairs & External Relations – International Maritime Organization (IMO)
    Mr. Alex Hadjipateras, Executive Vice President, Business Development – Dorian LPG (LPG)
    Mr. Polys Hajioannou, CEO – Safe Bulkers Inc. (SB)
    Mr. Allan Falkenberg, CEO, Crew Management – V.Group
    53 min
  • 2021 - 15th Annual International Shipping Forum - Crude Oil Tanker Shipping: Sector Trends & Outlook
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    CRUDE OIL TANKER SHIPPING: SECTOR TRENDS & OUTLOOK
    Moderator:Mr. Christian Wetherbee, Managing Director, Transportation & Shipping Research  – Citi Research 
    Panelists:
    Mr. Hugo de Stoop, CEO – Euronav (EURN)
    Mr. Lars Barstaad, Interim CEO – Frontline (FRO)
    Mr. Jeffrey D. Pribor, SVP & CFO – International Seaways (INSW)
    Mr. Robert Burke, Partner & CEO – Ridgebury Tankers
    Mr. Harrys Kosmatos, Corporate Development Officer – Tsakos Energy Navigation (TNP)
    48 min
  • 2021 - 15th Annual International Shipping Forum - Industry Consolidation and M&A
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    INDUSTRY CONSOLIDATION AND M&A 
    Moderator:Mr. Greg Chase, Partner – Reed Smith  
    Panelists:
    Mr. Andreas Beroutsos, Managing Director, Investments & Senior Group Executive for Strategic New Businesses – BW Group
    Ms. Christa Volpicelli, Managing Director & Head of Maritime Investment Banking – Citi
    Mr. Andrian Dacy, CEO & Managing Director, Global Transportation Group – J.P. Morgan Asset Management 
    Mr. Roberto Rondelli, Partner – Pillarstone
    Mr. Hamish Norton, President – Star Bulk Carriers (SBLK)
    45 min
  • 2021 - 15th Annual International Shipping Forum - Container Shipping: Sector Trends & Outlook
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    CONTAINER SHIPPING: SECTOR TRENDS & OUTLOOK
    Moderator:Mr. Christian Wetherbee, Managing Director, Transportation & Shipping Research  – Citi Research 
    Panelists:
    Mr. Jerry Kalogiratos, CEO – Capital Product Partners (CPLP)
    Mr. Evangelos Chatzis, CFO – Danaos Corporation (DAC)
    Mr. Aristides Pittas, Chairman & CEO – Euroseas (ESEA) and Eurodry (EDRY)
    Mr. George Youroukos, Executive Chairman – Global Ship Lease (GSL) 
    Mr. Constantin Baack, CEO – MPC Container Ships (OSLO: MPCC)
    47 min
  • 2021 - 15th Annual International Shipping Forum - Reflections of an Industry Veteran - One-On-One Discussion With Peter Georgiopoulos
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    REFLECTIONS OF AN INDUSTRY VETERAN – ONE-ON-ONE DISCUSSION WITH PETER GEORGIOPOULOS
    Peter G will reflect on his own path through Wall Street and the global shipping industry. He will also share his insight on the industry’s evolution and transformation since the 1990’s when he founded and led General Maritime Corporation, the first of the five public companies he has led. Resilient and resourceful, after having experienced significant ups and downs, Peter G, and long-time associate Leonidas Vrondissis, is back in the news with the acquisition of the chemical fleet of Dubai headquartered United Arab Chemical Carriers and with his foray into the green energy market.
    Mr. Peter Georgiopoulos, President – United Overseas Group 
    in discussion with 
    Mr. Nicolas Bornozis, President – Capital Link, Inc.
    23 min
  • 2021 - 15th Annual International Shipping Forum - Opportunities In The Offshore Wind Value Chain
    DAY 1 – TUESDAY, MARCH 2, 2021
    OPPORTUNITIES IN THE OFFSHORE WIND VALUE CHAIN
    The quest for Alternative, Renewable & Sustainable Energy Sources turns to the construction of wind farms in deeper waters, as higher wind speeds offshore translate into higher power generation at competitive costs. There has been strong investment interest in the sector with several projects already announced around the world, including a major one in New York opening up new opportunities for the energy and maritime industries. This panel will discuss the fundamentals of the offshore wind market, the commercial outlook for projects around the world, as well as the capital raising, finance and investment opportunities in this sector.
    Opening Presentation: Considerations for the Financing of Offshore Wind  Mr. Daniel Pilarski, Partner – Watson Farley & Williams 
    Moderator:Mr. Turner Holm, Head of Equity Research – Clarksons Platou Securities
    Panelists:
    Mr. Stephen Bolton, Managing Director –  Bibby Marine 
    Mr. Mikkel Gleerup, CEO  –  Cadeler A/S (NO: CADLR)
    Mr. Nick Prokopuk, Business Development Manager, Special Ships & Offshore Wind – DNV
    Mr. David Morant, Managing Director – Eneti, Inc. (NETI) 
    1 hr 1 min
  • 2021 - 15th Annual International Shipping Forum - Ship Finance
    DAY 1 – TUESDAY, MARCH 2, 2021
    SHIP FINANCE
    Moderator:Mr. John Imhof, Shareholder – Vedder Price 
    Panelists:
    Mr. Philipp Wünschmann, Global Head of Shipping – Berenberg
    Mr. Shreyas Chipalkatty, Global Head of Shipping – Citi
    Mr. Evan Cohen, Managing Director & Group Head of Maritime Finance – CIT
    Mr. Christos Tsakonas, Global Head of Shipping – DNB
    Mr. Nino Mowinckel, Managing Director, Maritime – Hayfin Capital Management
    44 min
  • 2021 - 15th Annual International Shipping Forum - Raising Capital Through Sustainable Finance
    DAY 1 – TUESDAY, MARCH 2, 2021
    RAISING CAPITAL THROUGH SUSTAINABLE FINANCE
    This panel will discuss the practical implications of adherence to ESG & Sustainability standards. From bank finance to bonds, there has been an abundance of activity that enables qualifying companies to reap the benefits of raising capital with attractive and competitive terms. This panel will discuss the criteria, structures and relevant issues for companies, lenders and investors.
    Moderator:Mr. Anthony Salgado, Partner – BLANKROME 
    Panelists:
    Mr. Joep Gorgels, Global Head of Transportation and Logistics, Managing Director – ABN AMRO N.V.
    Mr. Matthew Tinari, Head of Global Corporate Development – Atlas Corp
    Ms. Nina Ahlstrand, Head of Sustainable Finance, Investment Banking Division – DNB Markets
    Ms. Kiara Konti, Director - Climate Change & Sustainability Services – EY
    Mr. Yannick Anselme, Chief Financial Officer – Mediterranean Shipping Company  
    Mr. Daniel Romito, AVP, Business Development & Strategy – Nasdaq
    51 min
  • 2021 - 15th Annual International Shipping Forum - "Shipping - Finance - Technology In The Post Covid-19 Era: What's Different This Time - Why We Can Be Optimistic" - A Roundtable Discussion
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    “SHIPPING – FINANCE – TECHNOLOGY IN THE POST COVID-19 ERA:  WHAT’S DIFFERENT THIS TIME – WHY WE CAN BE OPTIMISTIC” – A ROUNDTABLE DISCUSSION
    This panel will discuss how shipping and finance are expected to benefit from the eventual return of the world to normality, as societies, economies and markets gradually open-up. Shipping and finance have been two areas undergoing significant transformation, the speed of which has accelerated as the result of the pandemic, technological innovation and environmental pressures. Capital and credit markets are gradually re-opening for shipping and sector fundamentals remain positive across most sectors. At the same time, there is a high degree of uncertainty regarding fuels, ship designs and fleet renewal decisions putting to the test shipowners, financiers and technology providers.”
    Mr. Michael Parker, Chairman, Global Shipping, Logistics & Offshore – Citi
    Mr. Michael Borch, Managing Director & Global Co Head Transportation Investment Banking – Citi
    Dr. Martin Stopford, Non-Executive President – Clarkson Research Services
    41 min