Monday, 02 March 2020

7:00 AM — 6:00 PM

Registration

Location: Hyatt Regency Long Beach, Lobby

7:30 — 8:30 AM

Networking Breakfast

Location: 1st Floor

Sponsored by:

Welcome Remarks

8:30 — 9:00 AM

Vice President,
Maritime & Trade,
IHS Markit

Peter Tirschwell

Location: Grand Ballroom, 2nd Floor

9:00 — 9:45 AM

Keynote Address

Location: Grand Ballroom, 2nd Floor

Vice President,
Maritime & Trade,
IHS Markit

Introduction

Peter Tirschwell

Vice President,
Maritime & Trade,
IHS Markit

Introduction

Peter Tirschwell

Chief Economist,
IHS Markit

Featured Speaker

Dr. Nariman Behravesh

Location: Grand Ballroom, 2nd Floor

The Global Economic and Trade Outlook:
A Presentation by IHS Markit Chief Economist Dr. Nariman Behravesh

9:45 — 10:15 AM

As the fourth quarter of 2019 hit the midway point, one dominant issue was determining the direction of the global economy and its medium-term outlook: global trade uncertainty. As November started, the US and China were making initial progress on a deal that could pave the way to ending a tariff war well into its second year, but the timing and scope of any agreement are still very much up in the air. In an October note, IHS Markit Chief Economist Nariman Behravesh cited the sharp rise and increasing volatility over the past year in indices derived from news and earnings reports that measure Trade Policy Uncertainty. The result of this uncertainty is a reduction in US capital spending and real GDP of $100 billion (or 0.5 percent), with manufacturing suffering the biggest hit. Meanwhile, commodity markets are under growing pressure from the trade war, little to no growth in manufacturing, and geopolitical tension in the Middle East; and the global Purchasing Managers’ Index hit a three-year low in September, another sign of manufacturing weakness. The ramifications for all this for world GDP are clear in the latest projections from IHS Markit (parent company of the JOC), which show a drop from 3.4 percent in 2017, the year before the US-China trade war started, to 2.5 percent in 2020. As Behravesh said in the October note: “Recent market trends have confirmed what was surmised before: There is no upside to a trade war, and the damage is especially painful when global growth is on a downward trend.” Consistently one of the most popular speakers at TPM, Behravesh will return to deliver his typical clear, concise, informed, and forward-looking analysis of the US and global economies and how they connect to containerized trade in 2020 and beyond.

Sponsored by:

10:15 — 10:45 AM

Networking Break

Location: 1st Floor

10:45 — 11:45 AM

Container Shipping Outlook:
Are the Scales Tipping Against BCOs?

Location: Grand Ballroom, 2nd Floor

Mark Szakonyi

Session Chair

Executive Editor,
JOC.com and
The Journal of Commerce,
Maritime & Trade,
IHS Markit

Rahul Kapoor

Session Chair

Vice President and Head of Research and Analytics,
Maritime & Trade,
IHS Markit

Sponsored by:

11:45 — 12:30 PM

Carrier Spotlight:
Rolf Habben Jansen, CEO, Hapag-Lloyd

Location: Grand Ballroom, 2nd Floor

Mark Szakonyi

Speaker Introduction

Executive Editor,
JOC.com and
The Journal of Commerce,
Maritime & Trade,
IHS Markit

Rolf Habben Jansen

Featured Speaker

CEO,
Hapag-Lloyd

12:30 — 1:00 PM

TPM Accelerator

Location: Grand Ballroom, 2nd Floor

Senior Editor, Technology,
JOC, Maritime & Trade,
IHS Markit

Speaker Introduction

Eric Johnson

Senior Vice President,
Blockchain,
Industry Platforms,
Global Industries,
IAs and Partnerships,
IBM

Featured Speaker

Bridget Van Kralingen

1:00 — 2:15 PM

Networking Lunch

Location: Hyatt Regency Long Beach, Regency & Beacon Ballrooms

Sponsored by:

2:15 — 3:15 PM

Shipper Strategies:
Managing Detention and Demurrage

Location: Grand Ballroom, 2nd Floor

Associate Editor,
Southeast Ports
and Intermodal Rail,
JOC, Maritime & Trade,
IHS Markit

Speaker Introduction

Ari Ashe

Sponsored by:

3:15 — 3:45 PM

Networking Coffee Break

Location: Grand Ballroom, 2nd Floor

3:45 — 4:30 PM

Concurrent Breakout Sessions

TPM Accelerator:
The NotPetra Attack on Maersk, FedEx and Others —
A Look Back and the Future Impact

Location: Grand Ballroom, 2nd Floor

Andy Greenberg

Featured Speak

Senior Writer,
Wired,
and Author of the Book, Sandworm: A New Era of Cyberwar and

the Hunt for the Kremlin's

Most Dangerous Hackers

Trucking 2020:
Is the Market About to Turn Against Shippers Again?

Location: Room 102, 1st Floor

Senior Editor,
Trucking and Domestic Transportation,
JOC, Maritime & Trade,
IHS Markit

Session Chair

William Cassidy

Senior Analyst,
Transportation & Logistics, Bloomberg Intelligence

Panelist

Lee Klaskow

Cool Cargoes I:
2020 Opportunities and Challenges

Location: Room 104B, First Floor

Founder,
Eskesen Advisory

Session Introduction

Thomas Eskesen

3:45 — 4:30 PM

Concurrent Breakout Sessions

TPM Accelerator:
The NotPetra Attack on Maersk, FedEx and Others —
A Look Back and the Future Impact

Location: Grand Ballroom, 2nd Floor

Andy Greenberg

Featured Speak

Senior Writer,
Wired,
and Author of the Book, Sandworm: A New Era of Cyberwar and

the Hunt for the Kremlin's

Most Dangerous Hackers

Trucking 2020:
Is the Market About to Turn Against Shippers Again?

Location: Room 102, 1st Floor

Senior Editor,
Trucking and Domestic Transportation,
JOC, Maritime & Trade,
IHS Markit

Session Chair

William Cassidy

Senior Analyst,
Transportation & Logistics, Bloomberg Intelligence

Panelist

Lee Klaskow

Cool Cargoes I:
2020 Opportunities and Challenges

Location: Room 104B, First Floor

Founder,
Eskesen Advisory

Session Introduction

Thomas Eskesen

4:30 — 5:30 PM

Concurrent Breakout Sessions

Shipper Strategies:
Managing Blank Sailings and Poor Carrier Reliability

Location: Grand Ballroom, 2nd Floor

Bill Mongelluzzo

Session Chair

Senior Editor,
West Coast,
JOC, Maritime & Trade,
IHS Markit

Lars Jensen

Panelist

CEO,
SeaIntelligence Consulting

Shipper Strategies:
Avoiding Tariffs in the Protectionist Era

Location: Room 102, 1st Floor

Executive Editor,
JOC.com and
The Journal of Commerce,
Maritime & Trade,
IHS Markit

Session Chair

Mark Szakonyi

Cool Cargoes II:
Funding Growth — Are We Facing
a Critical Equipment Shortage?

Location: Room 104B, First Floor

North American Cold Chain Adviser,
Eskesen Advisory

Session Introduction

William C. Duggan

Sponsored by:

5:30 — 7:30 PM

Welcome Reception

Location: Hyatt Regency Long Beach, Beacon Ballroom

Sponsored by:

 

 

STATEMENT OF JOC CONFERENCE EDITORIAL POLICY: All JOC conference programs are developed independently by the JOC editorial team based on input from a wide variety of industry experts and the editors' own industry knowledge, contacts and experience. The editorial team determines session topics and extends all speaker invitations based entirely on the goal of providing highly relevant content for conference attendees. Certain sponsors may give welcoming remarks or introduce certain sessions, but if a sponsor appears as a bona-fide speaker it will be because of an editorial invitation, not as a benefit of sponsorship. Sponsorship benefits do not include speaking on a program.