Programme (preview), Wednesday, February 15, 2023
8:00 Registration Opens – Coffee & Refreshments
9:10 Welcome from Marine Money & Partners
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Chairman’s Opening Remarks
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Stefan Rindfleisch, Partner, Ehlermann Rindfleisch Gadow
Global Macro, Interest Rates & Shipping Markets
9:20 Recession or Recovery? 2023 Global Macroeconomic Outlook
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Growth, inflation and interest rate forecasts
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The drivers of disinflation (commodities prices, supply-chain constraints, retail margins, rents, and wage growth)
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Why any recession is likely to be mild
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The reaction function of major central banks
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Daniel Vernazza, Ph.D., Chief International Economist, Managing Director, UniCredit Bank AG
9:40 1:1 with Rolf Habben Jansen, CEO of Hapag-Lloyd
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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
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Short, Medium & Long-Term Growth Forecast for China
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Challenge Ahead: demographics
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Expectation for Government Stimulus
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Demand for Commodities
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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
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Dr. Adam Kent, Managing Director, Maritime Strategies International Ltd. (MSI)
10:35 How We Built It – Robert Burke, CEO and Founder, Ridgebury Tankers
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From M&A to private equity, Bob Burke is one of shipping’s busiest dealmakers.
Hear what’s on his mind these days.
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Interviewed by Kurt Plankl, Counsel, Seward & Kissel
10:55 Break
11:35 The Future Role of Ship Finance in the Energy Transition
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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
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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.
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Oliver Faak, Partner & Head of Europe, Transport Capital
12:10 Commercial Banks & Private Credit: Market Conditions & Outlook
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A mix of active ship lenders and lessees share their views on current market conditions.
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Risks and Opportunities for Ship Lending in 2023
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Rising SOFR & LIBOR - Strategies for Refinancing Maturing Loan Facilities
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Managing Country Risk, Sanctions & Political Risk in Turbulent Times
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Decarbonization Regulations – Impact on Asset Values and Charter Rates
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$5-$25M – Strategies for Smaller Tickets
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Green Financing
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How Intermediaries Can Best Support Lenders in the Current Market
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Financing the Offshore Industry
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Jan-Philipp Rohr, Global Head of Shipping, Hamburg Commercial Bank
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Michael de Visser, Global Head of Shipping, NIBC Bank
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Wijnand Botman, Managing Director, Direct Ship Finance
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Jens Mahnke, CEO, Elbe Financial Solutions
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Nicholas Petrakakos, Partner & MD - Maritime & Offshore, Investment Banking, Alantra
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Moderator: Jonathan Ward, Partner, Stephenson Harwood
12:50 Luncheon