INVITATION. 6 th European IR Summit 2015 ONCE UPON A TIME AN IR IN EUROPE. Thursday 10 th December - In Brussels NEW!

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1 INVITATION 6 th European IR Summit 2015 ONCE UPON A TIME AN IR IN EUROPE Thursday 10 th December - In Brussels NEW! CIO s/head of Research from APG, J.P. Morgan AM & Financière de l Echiquier European Commission Christopher POTTS, Head of Economics & Strategy Research of Kepler Cheuvreux François HEISBOURG, Chairman of the Council of the Geneva Centre for Security Policy and of the London-based International Institute for Strategic Studies New! Tailor-made teach-ins New! Thematic interactive sessions European networking opportunities In sponsorship with : In association with :

2 Dear All, 6 th IR Summit Thursday 10 th December - Brussels We are delighted to invite you to the sixth edition of Kepler Cheuvreux s IR Summit that will be held on 10 December in Brussels in partnership with local European IR associations and for the first time, in association with MiddleNext (France), QCA (UK) and EuropeanIssuers. WHY BRUSSELS? After London and Paris, and due to the ongoing European regulations concerning IROs and especially MifID2, Brussels seems to be an emblematic place in Europe to hold this event. We will benefit from this location to get some European commission members on board. Also, Brussels is easily accessible from most European cities by train or plane. WHICH FORMAT? MORE NETWORKING SLOTS: We have taken into consideration your comments and wishes to multiply networking opportunities. Therefore, this year the programme will feature numerous networking slots. INNOVATIVE SESSIONS: To allow you to network with your peers on core topics, this year we will be replacing workshops with interactive sessions. A specific session will focus on women IR networking with a coach on innovation while a second coach will address a management subject. A second session will be dedicated to small & mid Caps IRs, while another parallel session will examine a hot ESG subject. THREE OUTSTANDING SPEAKERS: European Macro / Financial markets: a senior representative from the European Commission (speaker TBC) European strategy: Christopher POTTS, Head of Economics & Strategy Research at Kepler Cheuvreux Global geopolitics: François HEISBOURG, Chairman of the Council of the Geneva Centre for Security Policy and of the Londonbased International Institute for Strategic Studies. CIO s/head OF RESEARCH: APG, J.P. Morgan AM & Financière de l Echiquier We look forward to welcoming you from across Europe to make a European success out of this event! Benedicte THIBORD Global Head of SmartConnect Services

3 08:00 08:25 08:30 REGISTRATION OPENING BELL REGULATIONS : GOOD MORNING EUROPE Speaker TBC, EUROPEAN COMMISSION TRACK 1 WORKSHOPS in SMALL GROUPS in partnership with IPREO * 09:15 J.P. MORGAN ASSET MANAGEMENT Patrick VERMEULEN, Head of the Research Driven Process / European Equities Portfolio Manager GOVERNANCE Speaker TBC 10:00 10:45 APG Herman BOTS, CIO & Head of Core Equity Herman KLEEVEN, Head of Focus fund NETWORKING COFFEE BREAK TAILOR-MADE INVESTOR TARGETING Speaker TBC TRACK 1 TRACK 2 11:15 HAPPINESS THERAPY IN FINANCE : HOW TO CHANGE & IMPROVE YOUR SKILLS? Olivier STUL, Researcher & coach (ESSEC), Former sell-side analyst & CEO AM WOMEN NETWORKING : HOW TO BOOST YOUR LIFE - THE GIFTS OF INSPIRATION Florence LAUTREDOU, Coach & Managing Director of FHL Consultants 12:00 MACRO CHANGE IN EUROPE, 2016 MARKET OUTLOOK Christopher POTTS, Head of Economics & Strategy Research of Kepler Cheuvreux 12:45 14:45 SECTOR NETWORKING LUNCH - MODERATED BY AN ANALYST TRACK 1 TRACK 2 ESG OR NOT ESG Stephane VOISIN, Head of Sustainability Research & Responsible Investment, SRI of Kepler Cheuvreux Speaker TBC IN THE MOOD FOR SMALL & MID CAPS Moderated by Caroline Weber, General Manager of MiddleNext Stephanie BOBTCHEFF, Manager of Echiquier Agenor and Echiquier Entrepreneurs - La Financière de l'echiquier Tim WARD, Chief Executive, Quoted Companies Alliance (QCA) 15: : A YEAR OF GEOPOLITICS François HEISBOURG, Chairman of the Council of the Geneva Centre for Security Policy and of the London-based International Institute for Strategic Studies 16:30 «TEA TIME» NETWORKING * Upon registration

4 Christopher POTTS Head of Economics & Strategy Research of Kepler Cheuvreux Tim WARD CEO of the Quoted Companies Alliance Caroline WEBER General Manager of MiddleNext Christopher Potts has built up the Economics and Strategy team at Kepler Cheuvreux since his arrival in The team comprises six economists/strategists and assistants, located in London and Paris. The team's publications cover macroeconomic themes, asset allocation with the emphasis upon sectors and markets within Europe and quantitative and technical analysis. Christopher has worked as an economist and macro-strategist over the last 25 years on currency, bond and equity markets, with the focus on the European region, having previously worked in the oil industry and as an economic consultant. Christopher was educated at the University of Cambridge and the LSE in the UK, and at the University of Bordeaux in France. Tim Ward is CEO of the Quoted Companies Alliance, the independent membership organisation championing the interests of small to mid-size quoted companies. His past roles have included Head of Issuer Services at the London Stock Exchange, Finance Director at FTSE International, the index company and various management roles at a smaller quoted company. Tim is a Chartered Accountant, has a MBA from Henley Business School and is a qualified executive coach and mentor. Caroline Weber is the General Manager of MiddleNext, the association of French listed small and midcap companies. She also co-chairs the European association of listed companies. She is vice-chairwoman of the Observatory of small and midsize listed companies. After serving as general manager in different groups, listed and non-listed, she co-founded APIA, an association of directors which aims at promoting and professionalizing the role of directors. She holds several director positions in listed and non-listed companies and associations. She acts as an expert in governance for the APM, the Association for Progress in Management, which counts 6,500 French businesspeople. She also teaches corporate strategy in grandes écoles and universities.

5 François HEISBOURG Chairman of the council of the Geneva Centre for Security Policy and of the London-based International Institute for Strategic Studies Olivier STUL Researcher, teacher and therapist for pros Florence LAUTREDOU Coach & Managing Director of FHL Consultants Former Member of the French mission to the UN Former international security adviser to the Minister of Defense (France) Former vice-president of Thomson-CSF (Now Thales) Former senior vice-president strategy at Matra Defense Espace Director of IISS Professor of the world politics course at Science-Po Paris Member of the International Council of CNRS François Heisbourg has sat on a number of national and international blue-ribbon bodies (notably the French Defence and national security White Paper (2007 and 2012), the International Commission on Nuclear Non-Proliferation and Disarmament, the International Commission on the Balkans, the EU Commission's group of personalities on security research and development). He is also a writer and has written extensively on defence and security issues and is a frequent contributor to both specialist and mainstream media on such matters. His latest book is La Fin du rêve européen, Paris, éditions Stock, He is teaching at ESSEC and is conducting his research in Social Sciences with EHESS and Ecole Normale Supérieure. He has developed an activity of thrapist for pros, focusing on burn-out prevention and stress management. Olivier Stul has however a solid track record in the Insurance and Finance industries as his 20 years career has been spent in global financial companies such as AXA, Exane-BNPP, UBS et Barclays. He has been Head of Actuary then Head of Marketing/Products for AXA (Life Activities in France). He has been also a sell-side Financial Analyst on the European Insurance Sector for UBS and Exane-BNPP, ranked top insurance sector analyst in the Extel/Thomson Financial and Agefi international surveys. More recently he worked as CEO of the French Asset Management arm of Barclays Bank. He has then decided to dedicate his activities to teaching, research and therapy for pros. His research field is focused on the relationship between commitment/culture and the risks in the global financial organizations. Group behavior and relative impact on business and risks is the general framework of his research activities. A former alumni of Ecole Normale Supérieure- Ulm. She has published 5 novels (including a best-seller) and 3 management books and has contributed as a free-lance journalist on business and international affairs. She has worked for 4 years at the European Commission in Brussels as a National seconded Expert at DGI (International and Economic Affairs) focusing on major economic CIS development projects through the TACIS program (Expertise area: Central Asia). From 1996 to 2003 she has joined two major Anglo- Saxon executive search companies: Spencer Stuart and Heydrick & Struggles where she has worked on complex change management projects. In June 2003, she has created FHL Consultants, specialized in individual and collective coaching, orientation coaching and Executive Committee team building in Europe and Russia. Florence is graduated as a psychoanalyst, a hypnotherapist and as a coach. She is MBTI certified (2005). She has been intensively supervised in at the Anthony Robbins Company Since 2006, she is in charge of the monthly coaching video programs with Les Echos ( le Conseil du Coach at Les Echos.fr/management/coaching).

6 The representative office in Brussels is well placed to promote the interests of European issuers with the European institutions. Located at the heart of the EU, the Secretariat maintains regular contact with EU officials and with other players such as peer associations or think-tanks. EuropeanIssuers is also represented in a number of the stakeholder/expert groups (see the external representation section). EuropeanIssuers committees and Working Groups allow us to leverage members expertise and discuss in more detail separate legislative dossiers in smaller expert groups, as well as to agree on positions and letters to policy makers. Internal meetings also constitute a great opportunity for our members to exchange information and best practice. We deal with EU regulation affecting companies in the following areas: Capital markets central securities depositaries, credit rating agencies, investment banks, stock exchanges Company law divisions, mergers, takeovers, transfer of seat Corporate governance role of the board and of directors, dialogue with shareholders Listing rules market abuse, prospectus, transparency obligations Investment chain asset managers, custodian banks, registrars, proxy voting agencies The Quoted Companies Alliance, are the independent membership organisation that champions the interests of small to mid-size quoted companies. We campaign: We successfully campaign on issues that matter to small and mid-size quoted companies' businesses success. Our Expert Groups campaign and interact in order to impact and influence the business environment and to make sure that our members interests are always on the right agendas. We inform: Whether through our guides, events, or newsletters, we arm our members with all the information the success of their business demands, allowing them to make the best decisions for their companies. We interact: We provide a forum for small and mid-size quoted company directors to network and share ideas with other directors, fund managers, brokers and advisors. Through our events, we help put small and mid-size quoted companies in touch with leading players in the market. MiddleNext is the independent French association representing listed SMEs and midcaps. MiddleNext was founded in 1987 and represents companies from all different sectors that are listed on Euronext and Alternext. MiddleNext chairs the Smaller Issuers Committee of EuropeanIssuers, the leading European association promoting the interests of companies listed on stock exchanges. EuropeanIssuers is present in 15 countries and represents over 9,200 listed companies with market capitalisation of some 8,500 billion. The organisation is financed by Midcap directors. * Not-for-profit association Representing listed companies: Totally independent and non-corporatist, MiddleNext provides an essential interface between the directors of listed companies, institutions, and public and European authorities. Thanks to its know-how at the service of these companies, MiddleNext is a forum in which ideas can be exchanged freely and objectively, thereby producing practical innovations of benefit both to the companies and their environment. MiddleNext mobilises and federates over one hundred and fifty small and medium-sized listed companies from all different sectors of activity, having market capitalisation of no more than 2 billion. Influencing, proposing, teaching, research: MiddleNext is fully recognised as the reference association defending the interests of Midcaps by the stock market authorities, public authorities and also the European institutions, thanks to its EuropeanIssuers association. MiddleNext is regularly consulted and included in all the French working groups with the aim of putting forward practical solutions to preserve the economic, financial and stock market environment for listed companies by removing regulatory, State or corporatist obstacles and complications. MiddleNext helps the directors of listed companies to learn and master the market techniques they need to optimise their market listing in full compliance with ethical, transparent practice.

7 Founded 1995 and since 2012 part of SFF (The Swedish Society of Financial Analysts), SIRA represents investor relations personnel from Swedish corporates. SIRA is a member of IIR - International Investor Relations Federation. The mission is 1)to act as an platform for exchange of information, ideas and experience with in the national as well as the international IR community, 2)to promote the relationship between listed companies and their owners, 3)to encourage the communication between corporates, institutions, brokers and news agencies locally and worldwide and 4)to collect and distribute IR related information from the investment community to its members. 6 th IR Summit Thursday 10 th December - Brussels CLIFF is open to all financial communications and investor relations professionals who work for French listed companies or on their own, and to individuals in related fields whose knowledge and skills would enrich its work. CLIFF is recognized in France and abroad as a voice for the profession and a contact point for various financial market participants and regulators. Created as an association under the Act of 1901, CLIFF celebrated its 25th anniversary in DIRK - German Investor Relations Association is the German professional association for investor relations (IR) and representatives of publicly traded companies. As the mouthpiece of the IR Professionals, DIRK represents the interests of its members in active dialogue with stakeholders and institutions of the capital market, politics and the public. It offers its members professional support and promote the regular exchange between themselves and with IR professionals from around the world. It also promotes the development of the profession and sets with over 300 members quality standards for financial communication. The range of companies organized within DIRK covers almost all DAX and the bulk of the companies listed in the MDAX, SDAX and Nasdaq market to companies with small market capitalization and those who have the IPO before or issue debt instruments. The Finnish Investor Relations Society (FIRS), which was founded in 1990, strives to actively develop the IR practices and ethics of its members, and promote their professional development. The Society also seeks to promote interaction between IR professionals, the financial community and the media. The Society has approximately 200 members. FIRS regularly arranges presentations, panel discussions, workshops and education on topical IR issues. IR Club represents the merging of investor relations and social media: the online community for IR specialists. One of the main objectives of the IR Club is the promotion of networking, communication, exchange and transfer of knowledge among investor relations professionals. IR Club has approx. 900 members and is one of the largest IR associations in Europe. The IR club Schweiz is the network for investor relations professionals in Switzerland, a forum for exchanging ideas, tackling key IR issues and developing best practices. The IR club Schweiz also aims to establish and promote contacts between club members and investors, asset managers and financial analysts both in Switzerland and abroad. This website is the place to find information relating to the practice of investor relations in Switzerland. The Dutch Association of Investor Relations (NEVIR) represents its members - investor relations officers of listed companies and consultants - as a profession outside where the interests are concerned. The mission is to create NEVIR Dutch companies on the (international) capital. Optimal access More than 95% of the AEX, nearly 60% of the Midcap and Smallcap about 25% of the index is represented by NEVIR. Represent and support the activities of the members will also take place on all aspects that have to do with the Investor Relations section.

8 The Spanish Association for Investor Relations (AERI) was born in 1991 as a non-profit institution whose main aim is supporting its members on the promotion and improvement of Investor Relations in Spanish Corporates. This is done by promoting activities mainly focused on the training of its members, organizing conferences and seminars, implementing and developing international best-practices, etc. The Association also serves its members as a forum to exchange experiences and knowledge in Investor Relations, and by reaching several agreements with other important institutions in the market. The Association is actually formed by 43 members, public Spanish companies, representing aprox. a 90% of total market capitalization. AIR is a professional association that represents Investor Relations Officers in Italy. The Association's goal is to enhance the expertise and promote the professional stature of its members, while also increasing the awareness of the role played by Investor Relations Officers with the different financial market entities as well as with the top management of listed companies. BIRA is a professional association of investor relations executives responsible for financial communication among corporate management, the investing public and the financial community. Our members represent many of the publicly held corporations listed on Euronext Brussels, from small-caps to blue chips. With more than 30 active member companies, BIRA aims to set the highest standards in education to advance the practice of investor relations and meet the growing professional development needs of those engaged in the field BIRA is dedicated to advancing the practice of investor relations and professional competency and stature of its members. The Cercle Investor Relations Austria (CIRA) was launched as a voluntary community of interests and representation of listed companies in Members are primarily from the investor relations managers of the company, but also from CFOs and CEOs together. Currently, the CIRA comprises a total of 61 regular and 22 associate members. Draw the member companies account for about 85% of total capitalization and about 90% of the total turnover of the Vienna Stock Exchange. The Cercle Investor Relations Austria (CIRA) sees itself as a reform movement and recognized lobby, which is supported in the sense of a self-help by individual member companies and their goals are continuous improvement, internationalization and professionalization of the discipline Investor Relations. The Association of Bulgarian Investor Relations Directors was established on July 8th 2005 as a non-profit organization for implementing activities in private benefit. It was a successor of the good traditions in the IR field of the terminated Bulgarian Investor Relations Directors Club as the available property of the Club was used for incorporation of the Association of Bulgarian Investor Relations Directors. Presently, members of the Association are over 90 Investor Relations Directors of Bulgarian listed companies as the only collective member is the Bulgarian Industrial Capital Association. This makes our Association the only representative professional organization of the IR directors in the country. The Danish Investor Relations Society (DIRF) was established by investor relations officers, financial and communications executives in a few Danish companies in The objective was and still is to promote communication between listed companies and their investors thereby increasing investor interest in Danish shares and company bonds. DIRF represents some 250 members from approximately 100 companies. Members are primarily listed companies, and the member base represents about 95 per cent of the Danish market cap. However, also not-listed companies, organisations, service providers and consultants working with financial communications are represented

9 Ipreo is the global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo's BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles, and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division and has over 800 employees supporting clients in every major financial center around the world. Arkadin offers successful collaboration experiences to energize teamwork. Arkadin is one of the largest and fastest growing Collaboration Service Providers in the world. With a vision rooted in the belief that progress emerges from people s desire to share, Arkadin offers a complete range of integrated audio, web, video and Unified Communications solutions. As of early 2014, Arkadin has been a member of the NTT Communications Group, the International Communications and ICT Provider of NTT, delivering consultancy, architecture, security and cloud services. With a global network of 53 offices in 32 countries across the globe, Arkadin delivers its business solutions using a software as a service (SaaS) model so that customers can benefit from fast, scalable deployments with a high ROI.

10 IR Summit contacts : Nathalie FRIZZOLE Head of SmartConnect (France) Tel: Mail: nfrizzole@keplercheuvreux.com irsummit@keplercheuvreux.com Marie ASSENZA Thematic & Expert Manager Tel: Mail: massenza@keplercheuvreux.com Radisson Blu Royal Hotel, Brussels Rue du Fossé-aux-Loups 47, Wolvengracht Brussels, Belgium Nearby transport: Central Station rail and metro m (Airport terminal) Midi Station rail and metro - 2 km (Thalys and Eurostar terminals) By plane : Brussels International Airport Zaventem in only 14km from the hotel and can easily be accessed from the hotel either by taxi or by regularly running trains arriving at the Central Station which is only four walking minutes from the hotel. By train : Brussels Central Station runs both international and national trains and connections directly to Brussels Midi Station; the terminal for Eurostar services London (1h25) and Amsterdam (1h55). The next metro station De Brouckère can be reached by foot in three minutes and connects to Midi Station as well as the entire underground system of Brussels.

11 Please note that a limited number of rooms have been blocked at the event s venue. Reservations are subject to availability. If you wish to book accommodation and benefit from the negotiated rate, please contact the Radisson Blu hotel directly : Radisson Blu Royal Hotel Rue du Fossé aux Loups Brussels Standard room : 169 / reservation code CHEV 2015 By phone : Tel.: and mention the reservation code On the website : then click on «more options» and enter the «promotional code» Other hotel near the event Le Plaza Brussels Blvd Adolphe Max B Brussels Tel.: reservations@leplaza.be Hotel Le Dixseptième 25 rue de la Madeleine B Brussels Tel.: reservations@leplaza.be Hotel des Galeries Rue des Bouchers 38 B Brussels Tel.: info@hoteldesgaleries.be

12 Your SmartConnect team Global Head: Benedicte Thibord Team France Nathalie Frizzole nfrizzole@keplercheuvreux.com Marie Assenza (Experts) massenza@keplercheuvreux.com Ludivine Jongen (Conferences) ljongen@keplercheuvreux.com Marie Lang mlang@keplercheuvreux.com Fabrice Rolland frolland@keplercheuvreux.com Myriam Yemane myemane@keplercheuvreux.com Rebecca Toledano rtoledano@keplercheuvreux.com Marina Ubeda Domingo mubeda-domingo@keplercheuvreux.com Team Italy Simona Cerri scerri@keplercheuvreux.com Grazia Pecorelli gpecorelli@keplercheuvreux.com Team UK Marie Lioult +44 (0) mlioult@keplercheuvreux.com Joanne Macisaac +44 (0) jmacisaac@keplercheuvreux.com Sandra Sala Vila ssala-vila@keplercheuvreux.com Kelly Izzard +44 (0) kizzard@keplercheuvreux.com Emma Drury +44 (0) edrury@keplercheuvreux.com Natalia Ubeda Domingo +44 (0) nubeda-domingo@keplercheuvreux.com Team Switzerland Rula Kokonakis rkokonakis@keplercheuvreux.com Vincent Chevrier vchevrier@keplercheuvreux.com Team Spain Cuca Olalla colalla@keplercheuvreux.com Team Germany Markus Tombers mtombers@keplercheuvreux.com Tamara Züger tzueger@keplercheuvreux.com Agnes Spohn aspohn@keplercheuvreux.com Team Sweden Kaarlo Airaxin kairaxin@keplercheuvreux.com Stina Ahlsen sahlsen@keplercheuvreux.com Team Netherlands Kartini Kaskandar kkaskandar@keplercheuvreux.com Team USA Margaret Boyle mboyle@keplercheuvreux.com Harold Razon hrazon@keplercheuvreux.com

13 Rebecca TOLEDANO Benedicte THIBORD