DURATION: 45 MINUTES FOLLOWED BY Q&A SESSION
LISTEN TO OUR EXPERTS LIVE FROM YOUR OWN DESK
Setting the Stage for 2022 Analyst Roundtable Webinar
WEDNESDAY, JANUARY 19, 2022 10:00 AM EST
Presented by:
Overview
Is it still "All Glitter and Gold for Shipping?” Is the best still to come?
Macro economic, geopolitical and Covid related factors have turned 2021 into a great year for the majority of shipping sectors. And those that lagged in 2021 seem to be prepared for a rebound in 2022.
Furthermore, the “No Shipping - No Shopping” reality as the result of the global supply chain squeeze has created significant awareness for the critical role of shipping to a broader investor audience.
The panel will address topics along two main categories of focus:
1. The fundamentals and outlook of each shipping sector - dry bulk, containers, crude and product tankers, LNG/LPG - as we break into 2022. It will review the demand and supply balance, as well as the impact of factors such as technology, regulations and capital access. What factors could create new opportunities or new challenges that could alter the picture?
2. Alternative expansion, capital raising and capital return strategies for listed companies. How can companies take advantage of the current strong capital and freight markets to optimize their expansion strategies while maximizing sustainable shareholder value?
Nicolas Bornozis President and CEO Capital Link, Inc.
Since 1996 Mr. Nicolas Bornozis is the founder, President and CEO of Capital Link, Inc., an international investor relations and financial advisory group. It assists listed companies and capital markets related organizations to develop and maintain access to European and North American investors. Capital Link has offices in New York, London and Athens and is a leader in investor relations for listed shipping companies, U.S. Closed-End Funds and ETFs and international companies accessing the U.S. and European markets.
He also established and managed, Alexander Capital, L.P, a US broker-dealer firm, which developed brokerage and investment banking business in North America with the Greek, Egyptian and Russian markets. Sold the company at the end of 2003 to a group of US investors representing Russian interests. Between 1998 and 2002, he also established and managed Alexander Asset Management, Inc. which handled portfolios invested in the Greek and European equity markets.
Prior to Capital Link (1988-1995), he served as President and CEO of CCF International Finance Corp. (CCF IFC), the US broker/dealer subsidiary of Credit Commercial de France, now part of HSBC, and worked at the International Department of Bankers Trust Company in New York (1982-1984) and then at the Commercial Banking operation of CCF in New York (1985-1987) focusing on the financing of Wall Street firms and shipping.
He holds an MBA from Harvard Business School (1982) and a Law Degree from the University of Athens (1979), in Greece with specialization in commercial and corporate law and is a graduate of Athens College in Greece.
For a period of twelve years he was a Visiting Lecturer on International Banking and Finance at the City University Business School (Department for Shipping Trade and Finance) in London, United Kingdom. Also, he served as Chairman of the Investment Management Committee of the Harvard Business School Club in New York.
SPEAKER BIO
Christian Wetherbee Managing Director, Transportation & Shipping Research Citi Research
Christian F. Wetherbee is a financial advisor employed by Citigroup Global Markets in New York, New York. With over 17 years of experience and 5 exams passed, Christian maintains the following registrations: Mr. Wetherbee is registered with FINRA as a Broker (sometimes referred to as a broker-dealer registered rep, or RR). Brokers are the sales personnel who work for larger brokerage firms. These firms (also known as broker-dealers) are in the business of buying and selling securities such as stocks, bonds, mutual funds and other investment-related products. These firms are also registered with FINRA and can engage in securities transactions on behalf of its customers (as broker) or for its own account (as dealer).
SPEAKER BIO
Omar Nokta Managing Director, Equity Research Clarksons Platou Securities
Omar Nokta joined Clarksons Platou Securities in 2014 as Managing Director of Shipping Research and leads the US equity research group. He was previously at Global Hunter Securities LLC where he was Senior Shipping Analyst. Prior to this he was Senior Research Analyst at Dahlman Rose, where he helped build the company into one of the leading shipping focused investment banks, advancing its energy, commodities and metals and mining product offering.
His industry awards include top stock picker according to the Wall Street Journal, Financial Times and Starmine and he holds a BBA degree in Finance from Texas A&M University and an MBA from Fordham University.
SPEAKER BIO
Jørgen Lian Equity Analyst DNB Markets, Inc
Head of DNB Markets Shipping Team since June of 2020. Four years former experience as equity analyst within the shipping sector and clean-tech coverage for DNB Markets.
MSc in economics and business administration from Norwegian School of Economics (NHH), specialising in finance. Took the MSc while studying for a Master's degree in law at the University of Oslo.
SPEAKER BIO
Randy Giveans Senior Analyst Group Head of the Energy Maritime Shipping Equity Research Group Senior Vice President Jefferies
Randy Giveans is the Senior Analyst and Group Head of the Energy Maritime Shipping Equity Research Group and a Senior Vice President at Jefferies. He currently covers 30 energy maritime shipping companies that transport crude oil, refined petroleum products, LNG, LPG, dry bulk commodities, and containers. In 2019, he was named to Institutional Investor's (I.I.) All-America Research Team, and in 2018, he was named an Institutional Investor All-America Research Rising Star and was ranked as the #1 Stock Picker for Shipping in the Thomson Reuters Analyst Awards. Randy has appeared on CNBC and Bloomberg TV, and has been quoted in the Wall Street Journal, Forbes, and Bloomberg. Prior to joining Jefferies in 2011, Randy worked as a Senior Financial Analyst in the Corporate Finance department at Continental/United Airlines.
Mr. Giveans received a Bachelor of Science in Finance/Economics from Spring Hill College and an MBA in Finance with an Energy Specialization from the Freeman School of Business at Tulane University.
SPEAKER BIO
Ben Nolan Head of Maritime Research Stifel
Mr. Ben Nolan joined Stifel in May 2013 covering the shipping and energy infrastructure sectors. Most recently Mr. Nolan was part of Knight Capital covering both equity and debt of companies in the maritime sector. Prior to Knight, he spent six years at Jefferies as an equity research analyst covering the shipping sector. In addition to equity research, Mr. Nolan spent several years as a corporate financial analyst for EOG Resources in the oil and gas business.
Mr. Nolan graduated from Texas A&M University with a B.B.A. in Finance and received his M.B.A. from the University of Houston. Mr. Nolan is also a CFA charterholder.
WEBINAR STRUCTURE
The webinar will consist of a 45 minute expert discussion, which will be followed by a Q&A. This webinar will be archived and available for replay upon registration.
Q&A SESSION - Submitting Questions
Participants can submit questions to the panelists prior to or during the event through the special feature on the event page, or they can email them to us at questions@capitallink.com.
FORWARD LOOKING STATEMENTS
These webinars and presentations may contain "forward-looking statements." Statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as "expects," "anticipates," "intends," "plans," "believes," "estimates," "projects," "forecasts," "may," "will," "should" and similar expressions are forward-looking statements. These statements are not historical facts but instead represent only the beliefs of each participating Company regarding future results, many of which, by their nature are inherently uncertain and outside of the control of the Companies. Actual results may differ, possibly materially, from those anticipated in these forward-looking statements. For more information about risks and uncertainties associated with the participating companies, please refer to the regulatory filings of each participating company with the SEC.
CAPITAL LINK - DISCLAIMER
Founded in 1995, Capital Link provides Investor & Public Relations and Media services to several listed and private companies, including companies featured in these webinars. Our webinars, including the ones mentioned above, are for informational and educational purposes and should not be relied upon. They do not constitute an offer to buy or sell securities or investment advice or advice of any kind. The views expressed are not those of Capital Link which bears no responsibility for them. In addition, Capital Link organizes a series of industry and investment conferences annually in key industry centers in the United States, Europe and Asia, all of which are known for combining rich educational and informational content with unique marketing and networking opportunities. Capital Link is a member of the Baltic Exchange. Based in New York City, Capital Link has presence in London, Athens & Oslo. For additional information please visit: www.capitallink.com
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Capital Link - New York - London - Athens 230 Park Avenue - Suite 1536 - NY - New York 10169, USA - Tel.: +1 212 661 7566 - Fax: +1 212 661 7526 10 Lower Grosvenor Place, London, SW1W 0EN, United Kingdom - Tel: +44 795 626 2380 40, Agiou Konstantinou Str, Suite A 5, 151-24 Athens, Greece - Tel. +30 210 6109 800 - Fax +30 210 6109 801
Nicolas Bornozis, President - Capital Link
Christian Wetherbee, Managing Director, Transportation & Shipping Research - Citi Research
Omar Nokta, Head of US Securities - Clarksons Platou
Jørgen Lian, Equity Analyst - DNB Markets, Inc
Randy Giveans, Group Head of the Energy Maritime, Shipping Equity Research - Jefferies
Ben Nolan, Head of Maritime Research - Stifel
Nicolas Bornozis 
Christian Wetherbee 
Omar Nokta 
Jørgen Lian 
Randy Giveans 
Ben Nolan 