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The Forum will build on the themes of the keynote and explore their practical implications for shipowners, operators, traders, financiers, and insurers operating in and through Asia. | 本次论坛将围绕主题演讲内容展开，探讨其对在亚洲及通过亚洲运营的船东、运营商、贸易商、金融机构和保险公司的实际影响

Key discussion points include: |关键讨论点包括

  • How the Hormuz crisis is reshaping vessel demand, voyage economics, and how long should the market expect these shifts to persist? 霍尔木兹危机如何改变船舶需求与航次经济性，市场应预期这些变化持续多久？
  • Should the industry price the Cape of Good Hope routing as a permanent structural change? 行业是否应将好望角航线视为永久性结构变化来定价？
  • How are legitimate shipowners and operators managing the growing compliance burden and competitive distortion created by parallel “dark” logistics networks? 合法船东和运营商如何应对日益增长的合规负担以及并行“影子”物流网络造成的竞争扭曲？
  • How sustainable is the current war risk pricing environment, and what happens to tonnage and trade flows when insurance becomes prohibitively expensive? 当前战争风险定价环境的可持续性如何？当保险成本高得令人望而却步时，运力和贸易流向将发生什么变化？
  • Is this a good time to be buying ships, or are today’s asset prices already pricing in disruption that may not last? 现在是购买船舶的好时机吗？还是当前的资产价格已经计入了可能不会持久的扰动？
  • Will the current crisis accelerate or delay the energy transition in shipping? 当前的危机会加速还是延迟航运业的能源转型？


Programme : | 议程

1:00 – 1:30 PM | 下午1:00 – 1:30 Registration and Networking | 签到与交流
1:30 – 1:40 PM | 下午1:30 – 1:40 Opening Remarks | 开幕致辞 [中国船东协会]
CSA
1:40 – 1:50 PM | 下午1:40 – 1:50 Welcome Remarks | 欢迎致辞
Waqas, CEO, LLI 首席执行官
1:50 – 2:20 PM | 下午1:50 – 2:20 Keynote Presentation 1 – Strait of Hormuz and Beyond: Risk, Disruption and Opportunity in the New Maritime Order Cichen Shen, APAC Editor, Lloyd’s List | 主题演讲一 – 霍尔木兹海峡及更远区域：新海事秩序下的风险、扰动与机遇 [沈慈晨，Lloyd’s List亚太区总编
2:20 – 2:50 PM | 下午2:20 – 2:50 Keynote Presentation 2 – Geopolitical Risk Management and Opportunities Forecast [Shipowner] | 主题演讲二 – 地缘政治风险管理与机遇展望 [船舶所有人代表]
HSBC
2:50 PM – 3:20 PM | 下午2:50 – 3:20 Coffee Break | 茶歇

3:20 PM – 3:50 PM |下午3:20 – 3:50 Keynote Presentation 3 – Global Maritime Energy Trade Risk & Compliance from Banking perspective | 主题演讲三 - 银行视角下的全球海上能源贸易风险与合规 【银行代表】
3:50 - 4:50 | 下午3:50 – 4:50 Navigating the New Maritime Order: Risk, Strategy and Positioning for What Comes Next | 驶向新海事秩序：风险、策略与未来定位 
5 PM | 下午5:00 Closing remarks | 闭幕致辞
00:00 Networking reception | 开放交流

Register your details below



Speakers

Waqas Samad
CEO, Lloyd’s List Intelligence Lloyd’s List Intelligence | 首席执行官

Waqas Samad is Chief Executive Officer of Lloyd's List Intelligence, where he is leading the company's global expansion and innovation agenda as the maritime sector undergoes rapid transformation. He brings over three decades of international experience at the intersection of finance, data and technology. Before joining Lloyd's List Intelligence, Waqas held senior leadership roles at London Stock Exchange Group, including as CEO of FTSE Russell and a member of the Group's Executive Committee, and previously served as CEO of Barclays Risk Analytics and Index Solutions.

Waqas Samad 是Lloyd’s List Intelligence的首席执行官，正在领导公司在海运行业快速转型背景下的全球扩张与创新议程。他在金融、数据与科技交叉领域拥有超过三十年的国际经验。在加入Lloyd’s List Intelligence之前，Waqas 曾在伦敦证券交易所集团担任高级领导职务，包括富时罗素首席执行官及集团执行委员会成员，并曾担任巴克莱风险分析与指数解决方案首席执行官。

Patrick Cheung
Partner, HKW

Patrick is a Partner in HFW’s Shipping team, based in Hong Kong. Patrick has extensive experience in non-contentious work, covering a wide spectrum with special emphasis on the relevant industry sectors including shipping (sale and purchase, registration and shipbuilding), finance (shipping, aviation, other asset and general finance), aviation (registration, management and operation agreements, MRO contracts, joint ventures), corporate and commercial, regulatory and competition and travel, cruise and leisure.

Patrick advises key participants in the relevant industry sectors, including owners, builders, banks, leasing companies, commercial operators, brokers, managers, technical service providers and professional investors. He also advises multinational companies, located in Hong Kong, Mainland China and internationally.

Ranked and recommended in Chambers Asia Pacific 2025 for Shipping Finance, Patrick is also recognised by the Legal 500 Asia-Pacific 2025 guide for his work in Asset Finance.

Patrick speaks English, Putonghua, Cantonese and Hokkien and has made presentations in Mainland China, Hong Kong and Europe on topics relevant to the relevant industry sectors.

Patrick is qualified in New South Wales (Australia), Hong Kong, England and Wales.

Raluca Popa
Head of Global Trade Solutions, Commercial Banking, Hong Kong, HSBC

Raluca Popa is the Head of Global Trade Solutions for HSBC Hong Kong. She leads a team of 150 colleagues covering structured trade, import and export finance, supply chain financing, and factoring solutions. Prior to her current role, she has extensive corporate banking and credit risk experience in Shanghai, UK, US, and Mexico covering M&As, LBOs, Renewables, and Infrastructure project finance. She led diverse teams across various corporate sectors including Automobiles, Manufacturing and Consumer Goods. She was awarded the International Banker of the Year Award by Euromoney Mexico for her work in building HSBC’s international franchise proposition in the country.

She is a part-time lecturer in Structured Lending Products with Paris-Dauphine/ Stanford University, her alma mater, and she is a mentor for Young Entrepreneur Accelerator Programme.

In her free time, she enjoys sports and spending time with her husband and 2 boys.

Thilo Jahn
Partner, HFW

Thilo specialises in commercial shipping and commodity dispute resolution, in particular disputes arising under commodity contracts, charterparties, bills of lading as well as offshore and shipbuilding contracts.

Before moving to Asia in 2016 Thilo spent five years practising as a solicitor in London having gained extensive experience in both court litigation and international arbitration acting for shipping companies and trading houses. Thilo runs cases in all of his areas of expertise in the High Court as well as major arbitration forums such as, for example, the LMAA, HKIAC, FOSFA and the London Sugar Association.

Thilo is ranked as a Leading Individual in Chambers & Partners UK, 2017.

Thilo is a qualified lawyer in England and Wales and is a native German speaker.