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LIVE! In New York City: Marine Money


I will be LIVE in New York City covering the upcoming Marine Money Week June 17-19.

Meeting with over 20 companies, 1-on-1 with management teams.

Also meeting with several Value Investor's Edge members & speaking at the Benzinga Conference on Thursday.

Expect lots of fresh coverage and exclusive insights here on Seeking Alpha & Value Investor's Edge.

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Marine Money Week

We are gearing up for the largest shipping event of the year, Marine Money, which will be hosted in New York City, starting in less than two weeks!

I'll be live on scene the entire week. Thus far I'm scheduled for two panels and over 20 1-on-1 company meetings and interviews.

Two Premier Panels

The conference will kick-off at 1:30pm on Monday. I will be on an equity investment panel at 3:20pm alongside David Marcus of Evermore and Richard Diamond of Castlewood Capital.

Lots of exciting events throughout the rest of the conference (view full agenda here) and I will also be discussing the markets on Wednesday at 10:30 am. Joining Amit Mehrotra of Deutsche Bank and Erik Helberg of Clarksons along with Robert Bugbee from Scorpio (STNG). 

Meeting Around the Conference

For anyone who is in NYC, I highly recommend attending at least part of the conference. I look forward to meeting up with several members who are in the area. Please send me a private note and we'll see what's open!

I am *always* open to meeting with members as long as our schedules align. I've met with nearly a dozen VIE members over the past year in Las Vegas.

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Companies in Attendance

I will be working to meet with as many of these firms as possible. Once my itinerary is more formalized, I will provide updates for VIE members.

We're still working through the full list, but here is a preliminary tally:

  1. American Shipping Company
  2. Ardmore Shipping
  3. Danaos Corp
  4. DHT Holdings
  5. Diana Shipping
  6. Dorian LPG
  7. Eagle Bulk
  8. Euronav
  9. Euroseas / Eurodry
  10. Flex LNG
  11. GasLog
  12. GasLog Partners
  13. Genco Shipping
  14. Global Ship Lease
  15. Golar LNG Partners (Board Member)
  16. Golden Ocean
  17. Hoegh LNG / Hoegh LNG Partners
  18. International Seaways
  19. MPC Containers
  20. Ocean Yield
  21. Safe Bulkers
  22. Scorpio Bulkers
  23. Scorpio Tankers
  24. Seaspan
  25. Ship Finance
  26. Star Bulk Carriers
  27. Teekay Firms
  28. Tidewater
  29. Torm

Benzinga Conference: 20 June 2019

I'll also be participating in the Benzinga Trading Summit (Tickets Here) on 20 June. I will be speaking for 15-20 minutes on Thursday (10:45am). Other big names there include Peter Schiff, Nathan Michaud, Whitney Tilson, Ben Axler, and Sahm Adrangi.

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