About this event
Freight Financials; charting the recovery
Join the Baltic Exchange and Refinitiv for our flagship London International Shipping Week Webinar on 13 September.
Rebound is the watchword for those in international freight and commodity markets. The Covid crises timed with significant volatility in shipping rates leading to volume runs in the FFA market as players looked to curb exposure and capitalise on fluctuation. Alongside a dry cargo rally, we’ve seen a return to pre-pandemic oil pricing, compounding a depression in tanker rates and swelling OPEX. These are undeniably intense times for owners and investors looking to capture post-pandemic demand with a decarbonising fleet.
As we course deeper into Q3 and global vaccine roll-out, we have invited leading financial players from finance, capital markets, shipowning and trading, to share insights on the new shape freight markets are forming and how investors might support this progress. Following a presentation from leading market data group Refinitiv, our panel will address investor appetites for supply-side risk as they try to meet demand forecasts in the race past rebound, towards decarbonisation.
Agenda
11:00 Welcome: Mark Jackson, Baltic CEO
11:05 Introduction: Leigh Henson, Global Head of Commodities, Refinitiv
11:10 Shipping Market Investor Analysis: Randy Giveans, SVP - Equity research, Energy Maritime Shipping, Jefferies
11:30 Panel: Investing in the future of Global Shipping lead by leading commentators from banking, capital markets, trading and shipowning
- Stephen Fewster, Global Head, Shipping Finance – ING Wholesale Banking
- Tony Foster, CEO/CIO – Marine Capital
- Mark Jackson, CEO – Baltic Exchange
- Alessandro Sanos, Global Director - Sales Strategy & Execution, Commodities
- Nikos Nomikos, Professor of Shipping Finance and Risk Management – The Business School (Formerly CASS)
12:00 Close
Hosted by
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Guest speaker
Randy Giveans SVP - Equity research, Energy Maritime Shipping @ Jefferies LLCG
Randy is the Analyst and Group Head covering 30 energy maritime shipping companies that transport crude oil, refined petroleum products, LNG, LPG, dry bulk commodities, and containers. He has appeared on CNBC, BBC and quoted in the WSJ, Forbes, Fox Business, CNN, Business Insider, and Bloomberg.
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Guest speaker
Leigh Henson Global Head of Commodities @ RefinitivG
Leigh is responsible for the division that delivers news, prices, fundamentals, research & forecasts, collaboration, transactions and risk services to support the trading and operational activities of corporate and financial customers, across global markets. Leigh first joined Reuters in 1988.
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Team member
Mark Jackson CEO @ The Baltic Exchange LtdT
Mark Jackson was appointed Chief Executive of the Baltic Exchange in 2017. He has over 40 years’ shipping experience and 20 years trading FFAs. After 18 years working as a shipbroker, he joined Greek Owner A.M. Nomikos in 1998. Mark joined the board of the Baltic in 2004 and was Chairman 2009-2012.
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Guest speaker
Tony Foster CEO/CIO @ Marine CapitalG
Tony has been involved in broking, consultancy, operating, ship management, investment management and principal ownership. Throughout his career, Tony has bought, sold and chartered hundreds of ships across many sectors. Tony founded Marine Capital in November 2003.
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Guest speaker
Nikos Nomikos Professor of Shipping Finance and Risk Management @ The Business School (formerly CASS), City UniversityG
Nomikos began his career at the Baltic as an Analyst and was responsible for developing shipping indices that are currently used in the market as pricing benchmarks today. He has published more than 50 papers in leading international academic journals and is a Member of the ICS.
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Guest speaker
Stephen Fewster Managing Director, Global Head, Shipping Finance @ ING Wholesale BankingG
Stephen joined ING Bank in 2002 with responsibility for managing the Bank’s loan portfolio to the shipping and maritime industry. He manages a team of approx. 35 people globally. For the past 30 years, he has been providing and arranging finance for the shipping industry.
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Guest speaker
Alessandro Sanos Global Director - Sales Strategy & Execution, Commodities @ RefinitivG
Alessandro heads the global sales strategy and execution function of the Commodities, Energy, and Shipping business of Refinitiv on the holistic offering of market insights, analytics, data management, and technology. Before joining Reuters, he worked for PwC and for JPMorgan Chase.
The Baltic Exchange
The Baltic Exchange is the world's only independent source of maritime market information for the trading and settlement of physical and derivative contracts.
