Marine Money 2023 in Hamburg

January 2023 Hamburg Commercial Bank invites together with Marine Money to the traditional New Year's starting event for the international shipping industries in Hamburg. This 1 day event is always enhanced by several days of dinners, parties and client meetings. In terms of efficiency, it can’t be beat. Come and join us.

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

Come and talk to us and see our expertise for yourself. Meet us directly on-site or at major industry trade fairs and specialist seminars.