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08:00 |
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Registration and coffee
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09:00 |
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Opening by the conference chairman
 LEIF
TERJE LØDDESØL
Deputy Chairman, Wilh. Wilhelmsen ASA
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09:05 |
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Welcome by the organisers
TROND
LILLESTØLEN, Publisher, TradeWinds A.S.
JANNIS
KOSTOULAS, Managing Director, Mare Forum
ENDRE
ORDING SUND, Enskilda Securities
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session 1
The Forward Freight
Agreements Markets in Perspective. The role of the FFA today and tomorrow.
Let’s get
physical!
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09:10 |
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TROND
HARALD KLAVENESS
Executive Vice President, Torvald Klaveness Group
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09:20 |
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TOM
EVEN MORTENSEN
Managing Director, IMAREX
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09:30 |
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Pierre
Aury
Managing Director of
Clarkson Capital Ltd |
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09:40 |
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Basil
Mavroleon
Managing Director, Charles R. Weber, USA
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09:50 |
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Debate between speakers panelists and audience
participants:
Panelists:
Herman
Billung
Managing Director, Golden Ocean
Benoit
Timmermans
Managing Director Bocimar
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10:30 |
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Break hosted by DVB bank
 and
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session 2
Is there a future
for family run shipping companies?
What is the
motivation of the new generation – the sea or the money?
To be or not to be. The perils and delights of stock listing for
family companies
Who wins and who loses when the two worlds collide?
Selling the crown jewels – ending the concept of a national fleet?
What Investors look for?
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11:00 |
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GIUSEPPE
BOTTIGLIERI
President, Giuseppe Bottiglieri di Navigazione SpA
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11:10 |
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ROBERTO
GIORGI
President, V.Ships
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11:20 |
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RAGNHILD
WIBORG
CEO Pecunia
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11:30 |
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EMMANUEL
PAPALEXIS
Managing Director, Mare International
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11:40 |
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Debate between speakers and audience
participants |
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12:20 |
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Lunch hosted by
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session 3
Shipping
Investment Forum
A GPS for Investments in Liquid Bulk
Items:
• What Shiiping Investors must know about shipping
• What ROCE should you expect from a listed shipping company?
• Has the market changed for ever - will they pay more than NAV for
shipping stock?
• Are there shipping companies big enough to be taken seriously on the
stock markets?
• If Oslo and Athens have the shipping interests and New York has the
money, where should you list a shipping company?
• Is there a growing appetite for listed shipping companies, and what do
investors actually hunger for?
• Consolidation vs. diversification
• Is there ever any correlation between opening of equity windows and the
shipping cycle?;
• What opens equity windows (further);
• What type of companies qualify for capital market related transactions;
• Advantages and disadvantages of being public
• Attractiveness of debt related capital market products and how they
benefit shipowners;
• The role of private equity today and the current increase of private
equity funds;
• Is still attractive to invest in LNG?
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13:50 |
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OLE
G. STENHAGEN
Analyst Enskilda Securities
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14:00 |
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KLAUS
NYBORG,
Director/CFO, A/S Dampskibsselskabet TORM
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14:10 |
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PAUL
LEAND
CEO and Managing Director, AMA Capital Partners LLC, USA
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14:20 |
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Debate between speakers panelists and audience
participants: |
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panelists: |
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Mats
Berglund
President Stena
Rederi
AB
ENDRE
ORDING SUND
Enskilda Securities
PAUL
SLATER
Chairman, First International Corp.
PETER
SHAERF
Director General Maritime
KATHLEEN
HAINES
CFO OMI Corporation
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15:10 |
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break hosted by
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session 4
Shipping
Investment Forum
A GPS for Investments in Dry Bulk
Items:
• What Shiiping Investors must know about shipping
• What ROCE should you expect from a listed shipping company?
• Has the market changed for ever - will they pay more than NAV for
shipping stock?
• Are there shipping companies big enough to be taken seriously on the
stock markets?
• If Oslo and Athens have the shipping interests and New York has the
money, where should you list a shipping company?
• Is there a growing appetite for listed shipping companies, and what do
investors actually hunger for?
• Consolidation vs. diversification
• Is there ever any correlation between opening of equity windows and the
shipping cycle?;
• What opens equity windows (further);
• What type of companies qualify for capital market related transactions;
• Advantages and disadvantages of being public
• Attractiveness of debt related capital market products and how they
benefit shipowners;
• The role of private equity today and the current increase of private
equity funds;
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15:40
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SVERRE
BJØRN SVENNING
CEO Fearnleys Research
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15:50 |
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GEERT
DOKTER
Managing Director, MPC Münchmeyer Petersen Steamship BV
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16:00 |
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BOTE
DE VRIES
Head of Investment Management and agent of
Navigation Finance Corporation and Deucalion Aviation Funds
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16:10 |
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Debate between speakers panelists and audience
participants:
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panelists
GEORGE
ECONOMOU
Chairman DryShips Inc.
GIUSEPPE
BOTTIGLIERI
President, Giuseppe Bottiglieri di Navigazione SpA
TOBIAS
KÖNIG
Managing Partner, König & Cie. GmbH & Co. KG.
FINN
ENGELSEN
CEO, Lorentzen & Stemoco AS
PETER
SHAERF
Managing Director, AMA Capital Partners LLC, USA
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session 5
“The Day After”
Buy, Sell or
Hold - what will you do?
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17:00 |
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PETER
ANKER
Managing Partner RS Platou Shipbrokers AS
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17:10 |
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Debate between panelist and audience
participants::
BOTE
DE VRIES
Head of Investment Management and agent of
Navigation Finance Corporation and Deucalion Aviation Funds, DVB BANK
KATHLEEN
HAINES
CFO OMI Corporation
GIUSEPPE
BOTTIGLIERI
President, Giuseppe Bottiglieri di Navigazione SpA
GEORGE
ECONOMOU
Chairman DryShips Inc.
Mats
Berglund
President Stena
Rederi
AB
Benoit
Timmermans
Managing Director Bocimar
FINN
ENGELSEN
CEO, Lorentzen & Stemoco AS
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18:00 |
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Conclusions
LEIF
TERJE LØDDESØL
Deputy Chairman, Wilh. Wilhelmsen ASA
Conference chairman
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18:10-
19:30 |
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Reception hosted by Enskilda
Securities
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