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 - LNG Shipping: Sector Trends & Outlook
    DAY 1 – TUESDAY, MARCH 2, 2021
    LNG SHIPPING: SECTOR TRENDS & OUTLOOK
    The panel will discuss the latest trends, developments and outlook in the LNG 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. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies
    Panelists:
    Mr. Tony Lauritzen, CEO – Dynagas LNG Partners (DLNG)
    Mr. Oystein Kalleklev, CEO – FLEX LNG (FLNG)
    Mr. Paul Wogan, CEO – GasLog & GasLog Partners (GLOG & GLOP)
    Mr. Iain Ross, CEO – Golar LNG (GLNG)
    41 min
  • 2021 - 15th Annual International Shipping Forum - Analyst Roundtable
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    ANALYST ROUNDTABLE
    Moderator:Mr. Nicolas Bornozis, President – Capital Link, Inc. 
    Panelists:
    Mr. Gregory Lewis, Managing Director and Energy Transition and Maritime Analyst – BTIG 
    Mr. Omar Nokta, Head of US Securities – Clarksons Platou
    Mr. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies
    Mr. Ben Nolan, Head of Maritime Research – Stifel
    Mr. J Mintzmyer, Head of Research – Value Investor's Edge
    52 min
  • 2021 - 15th Annual International Shipping Forum - Product Tanker Shipping: Sector Trends & Outlook
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    PRODUCT TANKER SHIPPING: SECTOR TRENDS & OUTLOOK
    Moderator:Mr. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies 
    Panelists:
    Mr. Anthony Gurnee, Founder and CEO – Ardmore Shipping Corporation (ASC)
    Mr. Carlos Balestra Di Mottola, CFO – d’Amico International Shipping S.A. (BIT:DIS)
    Mr. Kevin Kilcullen, CFO – Diamond S Shipping (DSSI)
    Mr. Mikael Skov, CEO – Hafnia (NO: HAFNI) 
    Mr. Robert Bugbee, President – Scorpio Tankers Inc. (STNG)
    Mr. Jacob Meldgaard, CEO – TORM (TRMD)
    53 min
  • 2021 - 15th Annual International Shipping Forum - Geopolitics, Global Economy & Commerce - Heading Into A New Era
    DAY 1 – TUESDAY, MARCH 2, 2021
    GEOPOLITICS, GLOBAL ECONOMY & COMMERCE – HEADING INTO A NEW ERA
    With vaccines becoming more widely available, economies and societies are expected to gradually open-up, which translates into more robust economic and commercial activity around the world. A new administration in the US is expected to follow different policies when it comes to international relations, global trade and commerce and environmental regulations. Access to global markets is key for shipping in fulfilling its vital role as the artery of global trade. Over 90% of global trade is transported by ships. This panel will discuss the challenges and opportunities of the new phase the world is entering and what it means for shipping.
    Moderator: Mr. John Keough, Partner – Clyde & Co 
    Panelists:
    Ms. Sadan Kaptanoglu, President – BIMCO; CEO – Kaptanoglu Shipping
    Ms Kathy Metcalf, President & CEO – Chamber of Shipping of America
    Mr. Mark O’Neil, President – Columbia Shipmanagement; President – InterManager
    Mr. Rolf Habben Jansen, CEO – Hapag-Lloyd
    Mr. René Kofod-Olsen, CEO – V.Group 
    52 min
  • 2021 - 15th Annual International Shipping Forum - Dry Bulk Shipping: Sector Trends & Outlook
    DAY 1 – TUESDAY, MARCH 2, 2021
    DRY BULK SHIPPING: SECTOR TRENDS & OUTLOOK
    Moderator: Mr. Arlie Sterling, President & Co-Founder – Marsoft Inc. 
    Panelists:
    Mr. John Wobensmith, CEO – Genco Shipping & Trading Limited (GNK)
    Mr. Ulrik Uhrenfeldt Andersen, CEO – Golden Ocean Group (GOGL)
    Mr. Martyn Wade, CEO – Grindrod Shipping Holdings (GRIN)
    Mr. Loukas Barmparis, President – Safe Bulkers, Inc. (SB)
    Mr. Stamatis Tsantanis, CEO – Seanergy Maritime Holdings (SHIP)
    47 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 - LNG Shipping: Sector Trends & Outlook
    DAY 1 – TUESDAY, MARCH 2, 2021
    LNG SHIPPING: SECTOR TRENDS & OUTLOOK
    The panel will discuss the latest trends, developments and outlook in the LNG 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. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies
    Panelists:
    Mr. Tony Lauritzen, CEO – Dynagas LNG Partners (DLNG)
    Mr. Oystein Kalleklev, CEO – FLEX LNG (FLNG)
    Mr. Paul Wogan, CEO – GasLog & GasLog Partners (GLOG & GLOP)
    Mr. Iain Ross, CEO – Golar LNG (GLNG)
    41 min
  • 2021 - 15th Annual International Shipping Forum - Analyst Roundtable
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    ANALYST ROUNDTABLE
    Moderator:Mr. Nicolas Bornozis, President – Capital Link, Inc. 
    Panelists:
    Mr. Gregory Lewis, Managing Director and Energy Transition and Maritime Analyst – BTIG 
    Mr. Omar Nokta, Head of US Securities – Clarksons Platou
    Mr. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies
    Mr. Ben Nolan, Head of Maritime Research – Stifel
    Mr. J Mintzmyer, Head of Research – Value Investor's Edge
    52 min
  • 2021 - 15th Annual International Shipping Forum - Product Tanker Shipping: Sector Trends & Outlook
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    PRODUCT TANKER SHIPPING: SECTOR TRENDS & OUTLOOK
    Moderator:Mr. Randy Giveans, Group Head of Energy Maritime, Shipping Equity Research – Jefferies 
    Panelists:
    Mr. Anthony Gurnee, Founder and CEO – Ardmore Shipping Corporation (ASC)
    Mr. Carlos Balestra Di Mottola, CFO – d’Amico International Shipping S.A. (BIT:DIS)
    Mr. Kevin Kilcullen, CFO – Diamond S Shipping (DSSI)
    Mr. Mikael Skov, CEO – Hafnia (NO: HAFNI) 
    Mr. Robert Bugbee, President – Scorpio Tankers Inc. (STNG)
    Mr. Jacob Meldgaard, CEO – TORM (TRMD)
    53 min
  • 2021 - 15th Annual International Shipping Forum - The Fleet Renewal Challenge - Options For The Existing Fleet & Building The Ships Of The Future
    DAY 2 – WEDNESDAY, MARCH 3, 2021
    THE FLEET RENEWAL CHALLENGE – OPTIONS FOR THE EXISTING FLEET & BUILDING THE SHIPS OF THE FUTURE
    Fleet maintenance and fleet renewal are key issues shipowners deal with today, while observing environmental regulations and expectations set by their charterers and trading partners. At the same time, there is no clarity or certainly on optimal fuel and engine types and vessel designs for the ships of the future. Furthermore, increased competition among shipyards offering attractive packages adds to the newbuilding dilemma. This panel will discuss options and alternative strategies available to shipowners, as well as initiatives developed by fuel producers and charterers. 
    Moderator:Mr. Knut Ørbeck-Nilssen, CEO – DNV Maritime
    Panelists:
    Mr. George Wells, Global Heads of Assets & Structuring – Cargill
    Mr. Gary Vogel, CEO – Eagle Bulk Shipping (EGLE)
    Mr. Torsten Pedersen, Chief Operating Officer – Seaspan Corporation (ATCO)
    Ms. Claire Wright, General Manager, Commercial & Shipping – Shell Shipping & Trading
    41 min