Marine Money 2023 in Hamburg

Januar 2023 Die Hamburg Commercial Bank lädt gemeinsam mit Marine Money zum traditionellen Neujahrsauftakt für die internationale Schifffahrtsbranche in Hamburg ein. Diese eintägige Veranstaltung wird zusätzlich durch mehrere Dinner, Partys und Kundentreffen ergänzt. An Effizienz ist sie nicht zu überbieten. Seien Sie dabei.

8:00 Registration Opens – Coffee & Refreshments

9:10 Welcome from Marine Money & Partners

• Chairman’s Opening Remarks
  • Stefan Rindfleisch, Partner, Ehlermann Rindfleisch Gadow

Global Macro, Interest Rates & Shipping Markets

9:20 Recession or Recovery? 2023 Global Macroeconomic Outlook

• Growth, inflation and interest rate forecasts
• The drivers of disinflation (commodities prices, supply-chain constraints, retail margins, rents, and wage growth)
• Why any recession is likely to be mild
• The reaction function of major central banks
  • Daniel Vernazza, Ph.D., Chief International Economist, Managing Director, UniCredit Bank AG

9:40 1:1 with Rolf Habben Jansen, CEO of Hapag-Lloyd

• With 252 modern ships, 11.9 million TEU transported per year and 14,500 motivated employees in more than 400 offices in 137 countries, Hapag-Lloyd is a leading global liner shipping company and we are delighted to have the opportunity to hear from CEO, Rolf Habben Jansen

10:05 China's Reopening - The Impact on Shipping

• Short, Medium & Long-Term Growth Forecast for China
• Challenge Ahead: demographics
• Expectation for Government Stimulus
• Demand for Commodities
  • Dr. Cyrus de la Rubia, Chief Economist and Head of Research, Hamburg Commercial Bank

10:20 Buy, Sell or Hold? – What Types of Vessels are Most Attractive Today

• • Dr. Adam Kent, Managing Director, Maritime Strategies International Ltd. (MSI)

10:35 How We Built It – Robert Burke, CEO and Founder, Ridgebury Tankers

• From M&A to private equity, Bob Burke is one of shipping’s busiest dealmakers.
  Hear what’s on his mind these days.
  • Interviewed by Kurt Plankl, Counsel, Seward & Kissel

10:55 Break

11:35 The Future Role of Ship Finance in the Energy Transition

• Carsten Wiebers, Head of Mobility, KfW-IPEX Bank, in conversation with Philipp Wünschmann, Head of Shipping, Berenberg

11:55 Mergers & Acquisitions: Why Shipowners & Maritime Services Companies Should Consider Them Today

• Get up to speed on what deals got done in 2022, what factors motivated buyers and sellers, who provided the funding – and the outlook for M&A in 2023 and beyond.
  • Oliver Faak, Partner & Head of Europe, Transport Capital

12:10 Commercial Banks & Private Credit: Market Conditions & Outlook

• A mix of active ship lenders and lessees share their views on current market conditions.
• Risks and Opportunities for Ship Lending in 2023
• Rising SOFR & LIBOR - Strategies for Refinancing Maturing Loan Facilities
• Managing Country Risk, Sanctions & Political Risk in Turbulent Times
• Decarbonization Regulations – Impact on Asset Values and Charter Rates
• $5-$25M – Strategies for Smaller Tickets
• Green Financing
• How Intermediaries Can Best Support Lenders in the Current Market
• Financing the Offshore Industry
  • Jan-Philipp Rohr, Global Head of Shipping, Hamburg Commercial Bank
  • Michael de Visser, Global Head of Shipping, NIBC Bank
  • Wijnand Botman, Managing Director, Direct Ship Finance
  • Jens Mahnke, CEO, Elbe Financial Solutions
  • Nicholas Petrakakos, Partner & MD - Maritime & Offshore, Investment Banking, Alantra
  • Moderator: Jonathan Ward, Partner, Stephenson Harwood

12:50 Luncheon

2:00 Offshore Wind: The Opportunity for Shipowners & Maritime Financiers

• Offshore Wind will play an essential role in producing green energy. In this session, we will explore the opportunities for asset owners and maritime financiers.
  • Vikram Hiranandani, Managing Director of Corporate Finance, Eneti
  • Dr. Martin Harren, CEO, Harren & Partner Group
  • Glenn Erik Valoe, CCO, Olympic Subsea
  • Speaker TBD
  • Moderator: TBA

2:40 TBA

3:15 “Fit for 55“? – The European Carbon Trading System (ETS) and what Owners Need to Know

• The mechanism of the EU Emissions Trading Scheme (ETS)
• Impact for Owners and Charterer
• Three things to be ready to trade/ prepared for EUA Hedging
• Market insight from the trading perspective
  • Mathias Pechmann, Head of Commodity Flow Desk; RWE Supply & Trading
  • Arne Rahner, Head of Financial Markets, Berenberg
  • Andrew Fisher, Head of Research for Energy & Environment, Berenberg

3:50 Leadership, Growth & Risk Management in Shipping

• Today’s leading executives share their views on the future of shipping.
• Risks & Opportunities in 2023
• Newbuildings and Energy Transition – What to Order?
• It’s All About People – Strategies for Creating a Positive Corporate Culture
• Meeting “Sustainability” Goals Across the Entire Enterprise
• Managing Inflation
• Capital Allocation
• Strategies for Using Capital Markets
• Looking into the Crystal Ball – 2028
  • Scott Bergeron, Managing Director Global Engagement & Sustainability, Oldendorff Carriers
  • Constantin Baack, CEO, MPC Container Ships ASA
  • John Michael Radziwill, CEO, GoodBulk Ltd.
  • Vincenzo Romeo, CEO, Nova Marine Holding ASA
  • Georg Whist, CEO, Gram Car Carriers
  • Moderator: TBD

4:40 Closing Remarks

• Cocktail Reception to Follow at the Hotel Grand Elyse