Opportunity knocks - TradeWinds Events
Opportunity knocks Get up to speed on so-far undiscovered Jones Act gems within reach as the Forum meets for the second time to discuss and debate the opportunities. Sold out in 2013 – book your place today.
Sponsors
1864
SCA
SCA
2014
Opportunity knocks INTRODUCTION When opportunity knocks, will you be prepared to answer the door? America is known as the ‘land of opportunity’. While opportunities in the US shipping industry can be hard to find, particularly if you’re an outsider, forecasters say there are still a number of undiscovered gems within arm’s reach. From assets to equities, some opportunities are buried right below the surface and others are hiding in plain sight. While many Jones Act markets are dominated by established domestic players, new entrants from both sides of the Atlantic are starting to chase the ‘American dream’. From tankers, tugs and barges to containerships and offshore support vessels the TradeWinds Jones Act Shipping Forum will explore the trends that are shaping the US shipping industry’s core markets, investment opportunities, political climate and regulatory landscape. In addition to the shale boom, which has helped push rates for Jones Act product tankers to six-digit highs, presenters and panelists will investigate asset values, LNG power, private equity, integrated logistics, banking, shipbuilding and the ban on crude oil exports.
8 OCTOBER 9:45 to 10:00 am Registration & Welcome Coffee 10:00 Welcome Aaron Kelley Americas Correspondent TradeWinds 10:05 Keynote American Shipping: A 2050 Vision Paul “Chip” Jaenichen Maritime Administrator US Department of Transportation 10:20 Session One Inside the Jones Act In this session legislators, lobbyists and Capitol Hill’s leading legal eagles will explore the political landscape surrounding the Merchant Marine Act of 1920, policy, reform and the loopholes that have allowed foreign investors to penetrate the nation’s cabotage markets. Session Chair Peter Austen CEO Willis Marine North America Tom Allegretti Chairman American Maritime Partnership Charlie Papavizas Partner, Maritime Practice Chair Winston & Strawn Matthew J. Thomas Partner Blank Rome LLP 11:15 Coffee Break 11:30 Session Two Shipbuilding & LNG Domestic yards are seeing a surge in orders for tankers, containerships, tugs and barges. In this session, speakers will scrutinize the drivers of increased newbuidling activity, capacity, dual-fuel power and other trends that are reshaping the face of the US shipbuilding industry.
Session Chair Matthew Paxton President Shipbuilders Council of America Anthony Chiarello CEO TOTE Keith Meyer CEO LNG America Kevin Graney VP & General Manager General Dynamics NASSCO Austin Sperry VP Marine Development Gunderson Marine/The Greenbrier Companies 12:45 Networking Lunch Clay Maitland Chairman Merchant Marine Policy Coalition 13:45 Session Three Tanker Owners: Behind the Scenes In this session delegates will be offered a rare glimpse at the inner-workings of the nation’s most influential tanker, tug and barge owners. Participants intend to discuss topics like production, crude movements, regulation, refining, infrastructure, politics, gas prices and more. Session Chair Bob Flynn Principal MJLF &Associates Dan Thorogood President Seabulk Tankers/Seacor Holdings Henry Flinter President Overseas Shipholding Group Nickel van Reesema Principal MidOcean Marine
8 OCTOBER (continued) Rob Grune Senior VP & General Manager Crowley Maritime Corp Dag Fasmer Wittusen CEO American Shipping Company 15:00 Panel It’s All About the Benjamins, Baby! Blue-chip operators are able to secure commercial debt with relative ease but a growing number are on the lookout for alternative sources of capital. From private equity to loan guarantees backed by Uncle Sam, panelists will talk about what’s hot and what’s not in US-flag finance. Session Chair John Imhof Partner Seward & Kissel Kevin O’Hara Director AMA Capital Partners Jorge Romero Of Counsel K&L Gates Harold Malone Managing Director- Maritime Group Jefferies Bickford Brooks Vice President Guggenheim Partners Harry Vickers Toll Managing Partner Alterna Capital Partners
John McCown Senior Vice President Paulson & Co (invited) 15.40 Coffee Break 15.55 Session Four Planes, Trains and Automobiles Some of the nation’s most notable charterers, brokers and forecasters plan to delve into supply & demand, asset values and integrated logistics during this segment. The future of the tanker, tug and barge markets looks promising but how long will the renaissance last? Session Chair Aaron Paul Kelley Americas Correspondent TradeWinds Patrick Calahan Broker MJLF & Associates Dion Nicely Chief of Staff, Maritime Director Bridger LLC Mike Reardon Manager Global Strategy & Freight Trading Phillips 66
veteran plans to turn the tables on top tipsters who will be peppered with questions about stocks that offer Jones Act exposure. Moderator Morten Arntzen Director Castine Maritime Group Erik Nikolai Stavseth Equity Analyst Arctic Securities David Beard Managing Director - Equity Energy Research Iberia Capital Benjamin Nolan Equity Analyst Stifel John Mims Senior Equity Analyst FBR Capital Markets & Co 17:40 Closing Lee Denslow VP Americas TradeWinds 17:45 Closing Cocktail Reception
Dave St. Amand President Navigistics Consulting 16:55 Panel Jones Act Equities: Saved by the Bell Assets are appetizing but there are easier ways to cash in on the US renaissance. From Oslo to the Big Apple, in this panel a seasoned Wall Street * Programme may be subject to change.
“Not only was it interesting and well attended, but it was also in a beautiful venue and meticulously organized!” ASAMAR (delegates at the TradeWinds Jones Act Shipping Forum 2013)
Why sponsor _ Reinforce positive brand positioning _ Demonstrate your support for the Jones Act community _ Network with target and existing customers _ Build name/product recognition with new and existing clients _ Powerful company co-branding on Forum signage and all event marketing
Registration rate*
To discuss sponsorship options, contact Lee Denslow on +1 203 324 2994 or [email protected].
US$599 TradeWinds subscribers US$799 non-TradeWinds subscribers Registering online is fast, easy and secure: www.tradewindsevents.com/ JA14
+44 20 7029 4162 [email protected] www.tradewindsevents.com *Lunch, coffee receptions and cocktails are included in the price of admission.
JA14/3.10.14
Sponsors
1864
SCA
SCA
2014
Opportunity knocks INTRODUCTION When opportunity knocks, will you be prepared to answer the door? America is known as the ‘land of opportunity’. While opportunities in the US shipping industry can be hard to find, particularly if you’re an outsider, forecasters say there are still a number of undiscovered gems within arm’s reach. From assets to equities, some opportunities are buried right below the surface and others are hiding in plain sight. While many Jones Act markets are dominated by established domestic players, new entrants from both sides of the Atlantic are starting to chase the ‘American dream’. From tankers, tugs and barges to containerships and offshore support vessels the TradeWinds Jones Act Shipping Forum will explore the trends that are shaping the US shipping industry’s core markets, investment opportunities, political climate and regulatory landscape. In addition to the shale boom, which has helped push rates for Jones Act product tankers to six-digit highs, presenters and panelists will investigate asset values, LNG power, private equity, integrated logistics, banking, shipbuilding and the ban on crude oil exports.
8 OCTOBER 9:45 to 10:00 am Registration & Welcome Coffee 10:00 Welcome Aaron Kelley Americas Correspondent TradeWinds 10:05 Keynote American Shipping: A 2050 Vision Paul “Chip” Jaenichen Maritime Administrator US Department of Transportation 10:20 Session One Inside the Jones Act In this session legislators, lobbyists and Capitol Hill’s leading legal eagles will explore the political landscape surrounding the Merchant Marine Act of 1920, policy, reform and the loopholes that have allowed foreign investors to penetrate the nation’s cabotage markets. Session Chair Peter Austen CEO Willis Marine North America Tom Allegretti Chairman American Maritime Partnership Charlie Papavizas Partner, Maritime Practice Chair Winston & Strawn Matthew J. Thomas Partner Blank Rome LLP 11:15 Coffee Break 11:30 Session Two Shipbuilding & LNG Domestic yards are seeing a surge in orders for tankers, containerships, tugs and barges. In this session, speakers will scrutinize the drivers of increased newbuidling activity, capacity, dual-fuel power and other trends that are reshaping the face of the US shipbuilding industry.
Session Chair Matthew Paxton President Shipbuilders Council of America Anthony Chiarello CEO TOTE Keith Meyer CEO LNG America Kevin Graney VP & General Manager General Dynamics NASSCO Austin Sperry VP Marine Development Gunderson Marine/The Greenbrier Companies 12:45 Networking Lunch Clay Maitland Chairman Merchant Marine Policy Coalition 13:45 Session Three Tanker Owners: Behind the Scenes In this session delegates will be offered a rare glimpse at the inner-workings of the nation’s most influential tanker, tug and barge owners. Participants intend to discuss topics like production, crude movements, regulation, refining, infrastructure, politics, gas prices and more. Session Chair Bob Flynn Principal MJLF &Associates Dan Thorogood President Seabulk Tankers/Seacor Holdings Henry Flinter President Overseas Shipholding Group Nickel van Reesema Principal MidOcean Marine
8 OCTOBER (continued) Rob Grune Senior VP & General Manager Crowley Maritime Corp Dag Fasmer Wittusen CEO American Shipping Company 15:00 Panel It’s All About the Benjamins, Baby! Blue-chip operators are able to secure commercial debt with relative ease but a growing number are on the lookout for alternative sources of capital. From private equity to loan guarantees backed by Uncle Sam, panelists will talk about what’s hot and what’s not in US-flag finance. Session Chair John Imhof Partner Seward & Kissel Kevin O’Hara Director AMA Capital Partners Jorge Romero Of Counsel K&L Gates Harold Malone Managing Director- Maritime Group Jefferies Bickford Brooks Vice President Guggenheim Partners Harry Vickers Toll Managing Partner Alterna Capital Partners
John McCown Senior Vice President Paulson & Co (invited) 15.40 Coffee Break 15.55 Session Four Planes, Trains and Automobiles Some of the nation’s most notable charterers, brokers and forecasters plan to delve into supply & demand, asset values and integrated logistics during this segment. The future of the tanker, tug and barge markets looks promising but how long will the renaissance last? Session Chair Aaron Paul Kelley Americas Correspondent TradeWinds Patrick Calahan Broker MJLF & Associates Dion Nicely Chief of Staff, Maritime Director Bridger LLC Mike Reardon Manager Global Strategy & Freight Trading Phillips 66
veteran plans to turn the tables on top tipsters who will be peppered with questions about stocks that offer Jones Act exposure. Moderator Morten Arntzen Director Castine Maritime Group Erik Nikolai Stavseth Equity Analyst Arctic Securities David Beard Managing Director - Equity Energy Research Iberia Capital Benjamin Nolan Equity Analyst Stifel John Mims Senior Equity Analyst FBR Capital Markets & Co 17:40 Closing Lee Denslow VP Americas TradeWinds 17:45 Closing Cocktail Reception
Dave St. Amand President Navigistics Consulting 16:55 Panel Jones Act Equities: Saved by the Bell Assets are appetizing but there are easier ways to cash in on the US renaissance. From Oslo to the Big Apple, in this panel a seasoned Wall Street * Programme may be subject to change.
“Not only was it interesting and well attended, but it was also in a beautiful venue and meticulously organized!” ASAMAR (delegates at the TradeWinds Jones Act Shipping Forum 2013)
Why sponsor _ Reinforce positive brand positioning _ Demonstrate your support for the Jones Act community _ Network with target and existing customers _ Build name/product recognition with new and existing clients _ Powerful company co-branding on Forum signage and all event marketing
Registration rate*
To discuss sponsorship options, contact Lee Denslow on +1 203 324 2994 or [email protected].
US$599 TradeWinds subscribers US$799 non-TradeWinds subscribers Registering online is fast, easy and secure: www.tradewindsevents.com/ JA14
+44 20 7029 4162 [email protected] www.tradewindsevents.com *Lunch, coffee receptions and cocktails are included in the price of admission.
JA14/3.10.14
