08.45 Opening Remarks From The Chair

Dr John Pitsillos
Executive Director for Risk Management and Strategic Planning
SFS Group Public Company Ltd

08.50 CHINA ECONOMIC ADDRESS: China - Forecasting Trade Levels And Evaluating Market Outlook Of Shipping Industry

• Evaluating the demand and supply scenarios for various shipping sectors in China
• Expanding market opportunities – growth of the Chinese economy and its impact on the shipping sector
• Analyzing China’s influence over the world fleet and global freight rates, bulk and unitized trade patterns
• Future growth predictions – China’s role in driving global seaborne trade

Lian Ping
Chief Economist
Bank of Communications

09.25 MACROECONOMIC ADDRESS: Macroeconomic Outlook Of The Shipping Industry And The Implications For Ship-Financing

• Evaluating demand and supply scenarios in the shipping industry
• Examining the financial and political situations of the shipyards
• Analyzing the reality of asset values
• Moving forward - what to expect for 2011?
• Discovering prospects for consumption in the East and production in the West
• Possible scenarios that can occur and their impact on funding options and sources

Dr. Matthias Umlauf
Chief Economist
HSH Nordbank

10.00 SHIP-OWNER’S KEYNOTE ADDRESS: Adapting To Current Market Conditions To Maintain Cash Flow Availability And A Positive Financing Situation

• Minimizing susceptibility to poor market conditions through consistent cash management
• Capitalizing on opportunities - what to take note of?
• Revamping your business model for long term sustainability
• Key approaches to ensure positive financing situation

Eng Aik Meng
President
APL

Chinese Banks’ perspective on ship-financing

11.10 ICBC’S PERSPECTIVE: Financing Non-Chinese Ship-Owners - Studying The Risk And Quality Of Owners And Their Projects Before Lending

• Key decision criteria when selecting projects to finance
• Acquiring foreign competitor’s shipping loan portfolio – key considerations
• Moving away from the concept of scale over quality – examining the issue of supply and demand closely
• Finding a portfolio with good Chinese elements

Shen Li Qiang
President
ICBC (Shanghai Branch)

11.50 BANK OF CHINA’S PERSPECTIVE: Understanding Bank Of China’s Perspective In Financing The Growth Of The Shipping Industry

• Ship financing portfolio – how much emphasis is placed into it?
• Provision of loans for foreign customers of major home- grown shipbuilders – foraying into the global ship financing market
• Analysing competition between ship finance and other forms of finance for bank allocation of resources in a Chinese bank
• Understanding key differences between Chinese and foreign banks in ship-financing

Wang Jian
Deputy General Manager, Corporate Banking
Bank of China

12.30 Vessel Financings: Distress And Beyond

• business and legal trends in restructuring existing financings
• key features of post-recession financings
• the changing financier landscape

Olga Petrovic
Partner
Linklaters LLP

14.00 Maximizing The Potential Of Ship Financial Leasing In China

• Evaluating the present situation of the Chinese ship financial leasing industry
• Navigating the policy environment of Chinese ship financial leasing industry
• Predicting the development outlook of the Chinese ship financial leasing industry
• Understanding the key features of a profitable sales and leaseback model for financing and optimization
• Defining terms of a used ship purchase lease
• How can shipowners further increase and improve shipping capacities by ship leasing?
• Identifying potential investment opportunities of Chinese ship financial leasing industry

Dr. Yan Jun
Executive Vice President
ICBC Financial Leasing

Focusing on China’s Offshore sector

14.40 The Chinese Offshore Shipping Industry - Sector Analysis, Key Trends And Potential Opportunities In This Sector

• Examining exploration and production plans and spending of oil & gas companies and its implications on tenders for rigs and supply vessels
• Industry perspective on changing offshore engineering, yard capacity and capabilities and opportunities for operators and builders
• Assessing new opportunities in the OSV drilling, floating production and oil markets

Wu Changlin
President
Longwoods Resources LLC China

15.20 Offshore Sector – Ship-Financing Options And Considerations For Lenders And Borrowers In The Current Economic Climate

• Assessing issues faced in valuation distress, financing shortage for the offshore sector
• Overcoming challenges faced by new entrants due to yard delays, cost overruns, undervalued volatile assets and lack of bank financing
• Identifying opportunities for non-bank investors who can get equity returns with downside protection
• Offshore Support: Finance availability ,capacity and criteria for lending

Geir Sjurseth
Managing Director and Global Head of Offshore
DVB Bank

16.30 New Business Models To Prevent Order Cancellations, Delay In Deliveries And Improve Business Performance

• Analysing recent transactions and key takeaways
• Creating a win-win situation - shipbuilders taking equity in ships purchased by shipowners
• Strengthening your balance sheet for long term growth

Joachim Skorge
Managing Director
DnB NOR Bank Asia

17.10 Shortage Of New-Building Finance – How Can Shipowners, Shipbuilders And Financiers Collaborate To Resolve The Issue?

• Encouraging domestic banks to issue payment and refund guarantees to shipowners
• Evaluating key actions to be undertaken by various parties to boost new orders.
• Exploring syndicated refund guarantees

Remco Jongkind
Regional Head, Asia Transportation
Fortis Bank (Nederland) N.V

17.50 Closing Remarks From The Chair

18.00 Close Of Conference Day One