Invitation 160 COMPANIES FROM BENELUX, FRANCE, GREECE NORDIC COUNTRIES & SPAIN PARIS SEPTEMBER 2015

Transcription

1 Invitation SEPTEMBER 2015 PARIS 160 COMPANIES FROM BENELUX, FRANCE, GREECE NORDIC COUNTRIES & SPAIN

2 162 companies already confirmed Aalberts* Bouygues* Flsmidth Michelin* Sligro* Acciona* CaixaBank* Fluidra* Motor Oil* Société Générale Accorhotels Cap Gemini FNAC* NextRadioTV* Solvay Ackermans & Van Haaren NV* Casino Fortum ONLY ESG Nicox* Sopra Steria* Acs * Chr. Hansen* Fugro* Nordea Bank Stora Enso ONLY ESG Adocia* Cnova* Gecina* Novo Nordisk* Suez Environnement Aegon* Coloplast Gemalto Novozymes* Tarkett* Aéroports de Paris Crédit Agricole S.A. Groupe Eurotunnel Orange Technicolor* Air France CTT* Groupe SEB* Outotec* Technip Air Liquide Danone* Groupe Gorgé Page Group* TF1* Airbus Group Dassault Systèmes Grupo Catalana Occidente SA* Pernod Ricard Teleperformance* Alpha Bank* NEW Delta Lloyd* GTT* Paris Orléans* Thales Amadeus* Dia* Haulotte Group* Parrot* Titan Cement* Aperam* Ebro Foods* Havas Peugeot TKH Group* Arcadis* Edenred Heijmans* Plastic Omnium* Tubacex* ArcelorMittal EDF* Iberdrola Prisa* Ubisoft* Areva EDP Energias de Portugal* ICA Gruppen AB Publicis UPM Arkema* NEW Eiffage* Imerys Randstad* NEW Valeo Atos Elis* Ingenico Red Electrica Vallourec Atresmedia* Elior* Interparfums* Rémy Cointreau* Valneva* NEW BAM* Ence* Ipsen* Renault Veolia Environnement Bankia* Endesa Ipsos Rexel Vetoquinol* Barco NV* Engie (formerly GDF) JC Decaux Reworld Vicat* BBVA* Ericsson* Klepierre SA Rovi* Vilmorin* Belvedere Essilor* Korian Medica* Saab* Vinci* BESI* Euler Hermes* Lagardère* Sacyr* Virbac Group* Bic* Eurazeo Legrand* Saft* Vopak* BME* Europcar* L'Oréal Sandvik* Wendel* BNP Paribas Eutelsat Communication LVMH* SCA Worldline* Boliden* Faiveley* M6* SCOR Zodiac Aerospace Bonduelle* Faurecia* Manitou* Séché Environnement* Bone Therapeutics FCC* Maurel & Prom* SES Boskalis Ferrovial* Mersen* Sky* Also ESG One-on-one and/or small group meetings * Only One-on-one and/or small group meetings Twinkle Little Star (Track featuring Top management of wealthy MicroCaps)

3 Plenary Sessions - Wednesday 16 September 08:30 Track 1 Track 2 Registration 09:00 AIR LIQUIDE 09:00 Geopolitics Jean-Pierre DUPRIEUX, Executive Vice- President Chemicals Frédéric ENCEL, Professor of international relations, Geopolitics consultant Track 3 09:00 Digital Finance : Le Compte Nickel, a success story Hugues LE BRET - Founder & Chairman of Financière des Paiements Electroniques (Compte Nickel) 09:45 CREDIT AGRICOLE SA 09:45 ATOS 09:45 MifID2: where do we stand? What operational impacts can be expected? Philippe BRASSAC, CEO Banks Elie GIRARD, CFO IT Software & Services Thaima SAMMAN, Partner at SAMMAN Law & Corporate Affairs Jerôme CHARPENTIER, Senior Manager, Ailancy 10:30 AREVA 10:30 SUEZ ENVIRONEMENT 10:30 Corporate Tax Avoidance: will minimisation be minimised? Philippe KNOCHE, CEO Capital Goods Jean-Louis CHAUSSADE, CEO Utilities 11:15 11:30 AIRBUS GROUP 11:30 Coffee Break VEOLIA ENVIRONNEMENT 11:30 KLEPIERRE Harald WILHELM, CFO Aerospace & Defence Antoine FREROT, CEO Utilities Laurent MOREL, CEO Property Michel COLLET, International Tax Law yer, Partner - CMS Bureau Francis LEFEBVRE 12:15 CASINO 12:15 Company TBC 12:15 Antoine GISCARD D'ESTAING, CFO Food Retail The outlook of the Aerospace and defense industry as seen by company leaders Massi BEGOUS, Partner - Roland Berger Strategy Consultants 13:00 Buffet Lunch 14:00 THALES 14:00 JCDECAUX 14:00 REXEL Pascal BOUCHIAT, CFO Aerospace & Defence David BOURG, CFO & Administrative Officer Media Rudy PROVOOST, Chairman & CEO Capital Goods 14:45 ZODIAC AEROSPACE 14:45 UPM 14:45 BONE THERAPEUTICS Olivier ZARROUATI, CEO Aerospace & Defence Jussi PESONEN, President & CEO Paper 15:30 Coffee Break 15:45 Company TBC 15:45 Company TBC 15:45 ADOCIA Enrico BASTIANELLI, CEO Pharma & Biotech Valérie DANAGUEZIAN, CFO Pharma & Biotech 16:30 A Deal for Climate Change : the challenges & the impact on investment? PASCAL CANFIN, Former Minister for Development (France), Former MP (Europe), Senior advisor on Climate at WRI 18:00 16:30 Company TBC 16:30 REWORLD Wine Tasting Gautier NORMAND, CEO Media

4 Wednesday 16 th September One-on-one or small group meetings only (1/2) ACS IBERIAN CONSTRUCTION & MATERIALS Luis CELLIER Head of IR & CSR Adocia FRANCE PHARMA & BIOTECH Speaker TBC Speaker TBC Arkema FRANCE CHEMICALS Thierry LEMONNIER & François RUAS CFO & Head of IR Atresmedia IBERIAN MEDIA David GOMEZ BAQUERO Head of IR Barco NV BENELUX IT HARDWARE & TELCO EQPMT Carl PEETERS CFO BESI BENELUX SEMIS Richard BLICKMAN CEO Bic FRANCE H & PC Sophie PALLIEZ-CAPIAN IR Director Cnova FRANCE GENERAL RETAIL Vitor FAGA de ALMEIDA CFO CTT IBERIAN TRANSPORT Peter TSVETKOV Head of IR Delta Lloyd BENELUX INSURANCE Annemarie MIJNEN Chief van Risk Officer Ebro Foods IBERIAN FOOD Manuel GONZALEZ DE LUNA Head of IR EDF FRANCE UTILITIES Kader HIDRA Head of IR Eiffage FRANCE CONSTRUCTION & MATERIALS Xavier OMBREDANNE IR in charge of Treasury & Financing Elior FRANCE SUPPORT SERVICES Olivier DUBOIS CFO Ence IBERIAN PAPER Alfredo AVELLO CFO Engie FRANCE UTILITIES Valéry PERRIER EVP- Deputy CFO - Head IR Euler Hermes FRANCE INSURANCE Clarisse KOPFF CFO Europcar FRANCE TRANSPORT Philippe GERMOND Fluidra IBERIAN CAPITAL GOODS Cristina DEL CASTILLO Head of IR FNAC FRANCE GENERAL RETAIL Mathieu MALIGE CFO Chairman of the Management Board - CEO Fortum (Only ESG Meetings) NORDICS UTILITIES Marja MAKINEN Ulla REHELL Manager, Investor Relations Head of Sustainability Groupe SEB FRANCE H & PC Emmanuel FOURRET IR Grupo Catalana Occidente IBERIAN INSURANCE Carlos GONZALEZ CFO GTT FRANCE OIL & GAS Cécile ARSON, CFO CFO Iberdrola IBERIAN UTILITIES Diego MORON Senior Equity IR Manager

5 Wednesday 16 th September One-on-one or small group meetings only (2/2) Ipsos FRANCE MEDIA Antoine LAGOUTTE President Corporate Finance LVMH FRANCE LUXURY GOODS & COSMETICS Rodolphe OZUN IR Manitou FRANCE CAPITAL GOODS Hervé ROCHET CFO Maurel & Prom FRANCE OIL & GAS Michel HOCHARD Marc DE RODELLEC Mersen FRANCE CAPITAL GOODS Thomas BAUMGARTNER CFO Motor Oil GREECE OIL & GAS Petros TZANNETAKIS NextRadioTV FRANCE MEDIA Damien BERNET CEO Nicox FRANCE PHARMA & BIOTECH Michele GARUFI CEO CEO Deputy CFO Orange FRANCE TELECOM SERVICES Patrice LAMBERT DE DIESBACH Head of IR Paris Orléans FRANCE BANKS Marie Laure BECQUART IR Parrot FRANCE IT SOFTWARE & SERVICES Gilles LABOSSIERE CFO ROVI IBERIAN PHARMA & BIOTECH Javier LOPEZ CFO Saab NORDICS AEROSPACE & DEFENCE Magnus ÖRNBERG CFO Deputy Managing Director & CFO Sandvik NORDICS CAPITAL GOODS Ann-Sofie NORDH & Anna VILOGORAC Head of IR & IR Séché Environnement FRANCE UTILITIES Aude NOMBLOT-GOURHAND CFO Sky UK MEDIA Colin JONES UK and Ireland CFO Technicolor FRANCE IT HARDWARE & TELCO EQPMT Emilie MEGEL Vice President IR Titan Cement GREECE CONSTRUCTION & MATERIALS Mickael COLAKIDES Group CFO Tubacex IBERIAN METALS & MINING Guillermo RUIZ-LONGARTE CFO Ubisoft FRANCE IT SOFTWARE & SERVICES Alain MARTINEZ CFO Vetoquinol FRANCE PHARMA & BIOTECH Régis VIMAL DU MONTEIL CFO Vicat FRANCE CONSTRUCTION & MATERIALS Speaker TBC Speaker TBC Vilmorin FRANCE CHEMICALS Daniel JACQUEMOND CFO

6 Plenary Sessions - Thursday 17 September 08:30 09:00 Company TBC 09:00 HAVAS 09:00 China s outlook Yannick BOLLORE, CEO Media 09:45 GROUPE EUROTUNNEL 09:45 PERNOD RICARD 09:45 SCA Jacques GOUNON, Chairman & CEO Transport Gilles BOGAERT,Managing Director Finance & Operations Beverages 10:30 PEUGEOT 10:30 ORANGE 10:30 SCOR Jean-Baptiste de CHATILLON, CFO Autos & Parts Stéphane RICHARD, Chairman & CEO Telecom Services 11:15 Coffee Break 11:30 AIR FRANCE 11:30 NORDEA 11:30 FLSMIDTH Alexandre de JUNIAC, CEO Airlines & Airports Christian CLAUSEN, President & CEO Banks Ben BEI, Director HK, China strategy CIMB Kersti STRANDQVIST, SVP Group Sustainability Paper Victor PEIGNET, CEO SCOR Global P&C Insurance Thomas SCHULZ, CEO Capital Goods 12:15 SOCIETE GENERALE 12:15 MICHELIN 12:15 Hybrid Corporate Bonds / Electryon Philippe HEIM, CFO Banks Track 1 Track 2 Track 3 Registration Jean-Dominique SENARD, CEO Autos Sébastien BARTHELEMI, Head of Credit Research - Kepler Cheuvreux 13:00 Lunch Presentation Christopher POTTS, Head of Economics & Strategy 14:00 GEMALTO 14:00 TECHNIP 14:00 Jacques TIERNY, CFO Speaker TBC IT Hardware & Telco Equipment Oil Services Karl Nietvelt, Senior Director, Analytical Manager Metals&Minin, Chemicals & Oil&Gas, S&P 14:45 COLOPLAST 14:45 VALLOUREC 14:45 15:30 Anders LONNING-SKOVGAARD, CFO Medtech & Services Philippe CROUZET, Chairman of the Management Board Oil Services 15:45 SOLVAY 15:45 ENDESA 15:45 Pascal JUERY, Member of Executive Committee Chemicals Paolo BONDI, CFO Utilities Coffee Break 16:30 BOSKALIS 16:30 EURAZEO 16:30 Syncing your ETFs to your sector allocation strategy Olivier PAQUIER, Head of SPDR ETFs France, Monaco, Spain & Portugal Antoine LESNE, VP of State Street Global Advisors & Head of ETF Sales Strategy for EMEA Risk premium common misconceptions, consequences for equity valuations in today s low interest rate context Pablo FERNANDEZ LOPEZ, Professor of Financial Management IESE Climate change and the energy transition :what is at stake at COP21? Hans KAMPS, CFO Construction & Materials Philippe AUDOUIN, CFO & Member of the Executive Board Holding companies 18:00 End of the day Tim GOULD Head of Unit for Resources and Investment, Directorate of Global Energy Economics, IAE RICHARD BARON, Advisor, OECD Round Table on Sustainable Development

7 Thursday 17 th September One-on-one or small group meetings only (1/2) Acciona IBERIAN CONSTRUCTION & MATERIALS Raimundo FERNANDEZ-CUESTA Director of M&A Ackermans & Van Haaren NV BENELUX HOLDING COMPANIES Speaker TBC Speaker TBC Amadeus IBERIAN IT SOFTWARE & SERVICES Ana DE PRO CFO Arcadis NETHERLANDS CAPITAL GOODS Renier VREE CFO BAM BENELUX CONSTRUCTION & MATERIALS Thessa MENSSEN CFO Bankia IBERIAN BANKS Santiago CAMARERO IR Director BBVA IBERIAN BANKS Jaime FERNANDEZ-VALDES IR Director Boliden NORDICS METALS & MINING Mikael STAFFFAS CFO Bonduelle FRANCE FOOD Grégory SANSON CFO Bouygues FRANCE CONSTRUCTION & MATERIALS Philippe MARIEN CFO CaixaBank IBERIAN BANKS Lorenzo ISLA Head of IR Chr. Hansen NORDICS PHARMA & BIOTECH Anders MOHR CHRISTENSEN Investor Relations, Senior Director Danone FRANCE FOOD Régis MASSUYEAU Head of IR Dia IBERIAN FOOD RETAIL Ricardo CURRAS CEO Elis FRANCE SUPPORT SERVICES Xavier MATIRE Louis GUYOT Ericsson NORDICS IT HARDWARE & TELCO EQPMT Rikard TUNEDAL Director Investor Relations Faiveley FRANCE CAPITAL GOODS Stéphane RAMBAUD-MEASSON CEO CFO Chairman of the Management Board and CEO FCC IBERIAN CONSTRUCTION & MATERIALS Victor PASTOR Managing Director of Finance Fugro BENELUX OIL SERVICES Paul VERHAGEN CFO

8 Thursday 17 th September One-on-one or small group meetings only (2/2) Ferrovial IBERIAN CONSTRUCTION & MATERIALS Speaker TBC Speaker TBC Heijmans BENELUX CONSTRUCTION & MATERIALS Mark VAN DEN BIGGELAAR CFO M6 FRANCE MEDIA JEROME LEFEBURE CFO Legrand FRANCE CAPITAL GOODS François POISSON Head of IR Novozymes NORDICS PHARMA & BIOTECH Tina FANO VP Business Operations EMA Outotec NORDICS CAPITAL GOODS Mikko PUOLAKKA CFO Randstad NETHERLANDS SUPPORT SERVICES François BEHAREL Sacyr IBERIAN CONSTRUCTION & MATERIALS Maria DEL PILAR ARAGON MARI Head of IR Saft FRANCE CAPITAL GOODS Bruno DATHIS CFO SES BENELUX MEDIA Padraig McCARTHY CFO Sligro BENELUX FOOD RETAIL Rob VAN DER SLUIJS CFO Executive Board Member &President du groupe Randstad France Stora Enso (Only ESG Meetings) NORDICS PAPER Noel MORRIN & Ulla PAAJANEN-SAINIO EVP, Global Responsibility & IR TKH Group BENELUX CAPITAL GOODS Elling DE LANGE CFO Vinci FRANCE CONSTRUCTION & MATERIALS Christian LABEYRIE CFO Virbac Group FRANCE PHARMA & BIOTECH Vopak BENELUX SUPPORT SERVICES Eric MAREE Michel GARAUDET, CFO Chiel RIETVELT Anil ACARDAG Chairman CFO IR Manager IR Officer Wendel FRANCE HOLDING COMPANIES SPEAKER TBC SPEAKER TBC

9 Plenary Sessions - Friday 18 September Track 1 Track 2 Track 3 Track 4 08:30 09:00 BNP PARIBAS 09:00 EDENRED Registration 09:00 09:00 Belvedere Lars MACHENIL, CFO Banks Loic JENOUVRIER, CFO Support Services Jean-Noël REYNAUD, CEO Beverages 09:45 INGENICO 09:45 ARCELORMITTAL 09:45 CAP GEMINI 09:45 GROUPE GORGE Philippe LAZARE, Chairman & CEO IT Hardware & Telco Equipment Media Michel WURTH, Member of the Board Metals & Mining Paul HERMELIN, CEO IT Software & Services Raphael GORGE, Chairman and CEO Capital Goods 10:30 AEROPORTS DE PARIS 10:30 IMERYS 10:30 EUTELSAT COMMUNICATIONS Edward ARKWRIGHT, CFO Gilles MICHEL, Chairman & CEO Michel de ROSEN, Chairman & CEO Airlines & Airports Construction & Materials Media 11:15 11:30 L'OREAL 11:30 RENAULT Coffee Break 11:30 DASSAULT SYSTEMES Christian MULLIEZ, Executive VP Administration and Finance Luxury Goods Dominique THORMANN, CFO Autos & Parts Thibault DE TERSANT, Senior EVP, CFO IT Software & Services 12:15 PUBLICIS 12:15 VALEO 12:15 ICA Gruppen Jean Michel ETIENNE, CFO Robert CHARVIER, CFO Per STRÖMBERG, CEO IT Hardware & Telco Equipment Autos & Parts Food Retail 13:00 14:00 The OECD view on Macro outlook Catherine MANN Chief economist OECD End of the plenary sessions

10 Friday 18 th September One-on-one or small group meetings only Aalberts BENELUX CONSTRUCTION & MATERIALS Wim PELSMA CEO AccorHotels FRANCE TRAVEL & LEISURE Sébastien VALENTIN Head of IR Aegon BENELUX INSURANCE Alex WYNAENDTS Chairman Alpha Bank GREECE BANKS Dimitrios KOSTOPOULOS Head of IR Aperam FRANCE METALS & MINING Timoteo DI MAULO CEO Belvedere FRANCE BEVERAGES Jean-Noël REYNAUD CEO BME IBERIAN BANKS Javier HERNANI CFO EDP Energias de Portugal IBERIAN UTILITIES Antonio MEXIA CEO Faurecia FRANCE AUTO & PARTS Michel FAVRE & Eric-Alain MICHELIS CFO & Head of IR Essilor FRANCE MEDTECH & SERVICES Paul DU SAILLANT COO Gecina FRANCE PROPERTY Samuel HENRY-DIESBACK Head of IR Haulotte Group FRANCE CAPITAL GOODS Sébastien MARTINEAU CFO Ipsen FRANCE PHARMA & BIOTECH Christel BORIES Deputy CEO Korian Medica FRANCE MEDTECH & SERVICES Yann COLEOU CEO Lagardère FRANCE MEDIA Anthony MELLOR Head of IR Novo Nordisk NORDICS PHARMA & BIOTECH Melanie RAOUZEOS IR Manager Page Group UK SUPPORT SERVICES Olivier LEMAITRE Plastic Omnium FRANCE AUTO & PARTS Adeline MICKELER Executive Board Director, Continental Europe & Africa Senior Executive, Member of the Board, M&A and IR Prisa IBERIAN UTILITIES Javier Lazaro CFO Publicis FRANCE MEDIA Jean Michel ETIENNE CFO Red Electrica IBERIAN UTILITIES Irene GOMEZ Head of IR Rémy Cointreau FRANCE BEVERAGES Laetitia DELAYE Head of IR Saft FRANCE CAPITAL GOODS Bruno DATHIS CFO Sopra Steria FRANCE IT SOFTWARE & SERVICES Olvier PSAUME Head of IR Tarkett FRANCE CONSTRUCTION & MATERIALS Fabrice BARTHELEMY CFO Télévision Française 1 FRANCE MEDIA Philippe DENERY CFO Teleperformance FRANCE SUPPORT SERVICES Quy NGUYEN Head of IR Valneva FRANCE PHARMA & BIOTECH Franck GRIMAUD Worldline FRANCE IT SOFTWARE & SERVICES Gilles GRAPINET CEO President and Chief Business Officer

11 Wednesday 16 September 09:00 Digital finance: Le Compte Nickel, a success story Speaker: Hugues Le Bret, Founder & Chairman of Financière des Paiements Electroniques Hugues Le Bret is the Founder & Chairman of Financière des Paiements Electroniques (Compte Nickel). He his the former Chairman and CEO of Boursorama Bank (France, UK, Germany & Spain). He has served as Head of Group Communications, Innovation and Internet businesses at Societé Génerale and was a Member of the Company s Executive Comitee between Nov-99 and Dec-99. He first worked as a Financial Analyst. In 91, he was appointed Head of Business Development of Publicis Group. In 94, he founded ABW SA, which he sold to Havas Group in 96. He is the author of L Espoir Economique (1998), La Semaine où Jerome Kerviel a failli faire sauter le système financier mondial (2010), Nobank (2013). He is also co-founder of the Croissance Plus charitable organisation. 11

12 Wednesday 16 September 9:45 Roundtable MIFID 2 where do we stand? What operational impacts can be expected? Speakers: Thaima Sammann, Founder and Partner, Head of the Corporate Affairs department & Jérôme Charpentier, Senior Manager Ailancy Thaima is a member of the Paris and Brussels Bars and founding partner of SAMMAN Cabinet d avocats/ Law & Corporate Affairs, specialized in Public Policy in Paris and Brussels. She is also the President and founding member of the European Network for Women in Leadership (WIL). She began her career as a founding member of a prominent French NGO, SOS Racisme, aiming to fight all forms of discrimination, where she devoted several years to its development before serving as a member of staff for Claude Bartolone, current President of the French National Assembly. She practiced law at Gillot and Associates law firm before joining August & Debouzy law firm where she developed their Corporate Affairs Department. In 2000, she made the leap into the world of business to create a start-up before joining the management Committee of Philip Morris France as Head of the Communications and Corporate Affairs Department. In 2003, she joined Microsoft France to lead the Legal and Public Affairs Department. She then moved to Microsoft Europe, Middle East & Africa as Associate General Counsel where she led the Corporate Affairs Department in the region, driving and coordinating policy, regulatory and CSR activities, which included the supervision of the Brussels office. She has authored various publications on issues such as immigration and foreigners rights, privacy issues, and information technology. In 2014, Thaima launched alongside with other consultants the Financial Policy Advisers network, gathering experts in financial policy and regulation within the EU. Thaima received the National Order of the Legion of Honor for the Republic of France. Jérôme Charpentier worked during 15 years in the Capital Market Industry. He spent 12 years at Crédit Agricole Cheuvreux where he was successively Global Head of Organization and UK COO. He is now Senior Manager at Ailancy, a Business Consulting company specialized in the Banking, Finance& Insurance Industry with over 300 missions since it was founded in At Ailancy, Jérôme is advising financial institutions on complex transformation projects such as operational efficiency, regulatory impacts, adaptation to market infrastructure and IT strategy

13 Wednesday 16 September 10:30 Roundtable Corporate Tax Avoidance: will minimisation be minimised? Speaker: Michel Collet, International Tax Lawyer, Partner - CMS Bureau Francis Lefebvre Moderator: Sudip Hazra, ESG Research analyst Michel began his career in 1993 at CMS Bureau Francis Lefebvre's Corporate Tax Group before joining Linklaters in 2000 (Paris and London). From 2002 to 2007, he was the managing partner of the New York office of CMS Bureau Francis Lefebvre. Michel Collet sits at the management board of the firm as the coordinator of the International law practice. Michel has an extensive experience in assisting inbound and outbound investments. He assists French and foreign banks, funds, multinationals and high net individuals in M&A transactions, financings and real estate investments. He also advises High net worth individuals in wealth international tax planning. He chairs the CO2 and Energy working Group at Paris Europlace and is a member of the Islamic finance working Group. Michel sits in the "comité scientifique" of the Association des Fiduciaires de France. He is an active member of the American Bar Association (ABA); the International Bar Association (IBA); New York State Bar Association (NYSBA) as former co-chair of the International Tax Committee of the International Law. He is also member of the International Fiscal Association (IFA); Tax Review (New York Tax Club); the Institut des Avocats Conseils Fiscaux (IACF)

14 Wednesday 16 September 12:15 The outlook of the Aerospace and defense industry as seen by company leaders Speaker: Massi Begous, Partner at Roland Berger Strategy Consultants Moderator: Christophe Ménard, Head of Aerospace & Defense Sector Research, Kepler Cheuvreux Massi is an engineer by education and holds an MBA from University of Massachusetts. He has a very strong business expertise of over 25 years in Aerospace & Defense and is a well-respected advisor to several CEOs and Head of Strategy of major Aerospace & Defense companies in Europe. Massi started his career at Thales Avionics, a subsidiary of Thales specialized in Aircraft electronics and controls before he moved on to Thales Training & Simulation active in the commercial, defense and nuclear power plant training. In 2000 he joined Stratorg, a strategy consulting firm with extensive presence in the Aerospace & Defense business, the industry and government. Starting as a Project Manager responsible for various strategy related assignments, he became Partner in 2007 in charge of the Aerospace & Defense industry. 14

15 Wednesday 16 September 16:30 A Deal for Climate Change : the challenges & the impact on investment? Speaker: Pascal Canfin, Former Minister for Development (France), Former MP (Europe), Senior advisor on Climate at WRI Moderator: Stéphane Voisin, Head of Sustainability Research & Responsible Investment Pascal Canfin (born in Arras, 22 August 1974) is a French politician, member of Europe Écologie The Greens. He was Minister for Development under the Minister of Foreign Affairs in the Ayrault Cabinet. He was previously a Member of the European Parliament from 2009 to Since 1 July 2014, he has been the Senior Advisor on Climate at World Resources Institute (WRI), ranked the most influential think tank in the world on environmental issues, on the preparation of the International climate summit to be held in Paris in December 2015 (Cop 21). For this matter, he also co-chairs with Alain Grandjean a Commission for innovative financing for climate, mandated by the President of the French Republic. He also co-directs since September 2014, with Olivier Nay, the Master's degree "International Cooperation, Humanitarian Action and Development Policies" of the Panthéon-Sorbonne University. He recently published, in May 2015, a new book entitled "Climate: 30 questions to understand the Paris Conference" (in French, Les Petits Matins publishing house) to decrypt the challenges of CoP 21 and guide citizen mobilization on climate. 15

16 Thursday 17 September 9:00 China s Outlook Speaker: Ben Bei, Director HK, China Strategy CIMB Ben Bei joined CIMB in 2014 as the director of HK/China strategy. He has been worked in financial industries since Prior to joining CIMB, Ben was an Executive Director at Goldman Sachs, covering China strategy. Before that, he worked as an analyst in Morgan Stanley and in Bloomberg. He received his masters degree with a major in finance from The University of Hong Kong

17 Thursday 17 September 14:45 Syncing your ETFs to your sector allocation strategy Speakers: Olivier Paquier, VP and Head of SPDR ETFs at SSGA France, Antoine Lesné, VP of State Street Global Advisors Olivier Paquier is Vice President and Head of SPDR ETFs at SSGA France. In charge of SPDR ETFs for France & Iberia, he is responsible for all SPDR-related sales activities across the whole SSGA client base, whether Institutional or Intermediary. Olivier was originally working as ETF Product Manager with NYSE Euronext in Paris, Olivier then joined Amundi ETF as Product Specialist in He namely developed the Amundi ETF activity among 8 markets in Europe. In 2011, he transferred to London in charge of UK and Spanish sales for Amundi ETF. Olivier returned to Paris for his new role with SSGA's SPDRs initiative focus. His specific strong ETF background experience will allow his team to support the initiative with clients. Olivier holds a Master's Degree from the Sorbonne University in Paris as well as a post-graduate degree in Economics and Business from the Paris Business School (France). Antoine Lesné is a Vice President of State Street Global Advisors and Head of ETF Sales Strategy for EMEA. Antoine's responsibilities include developing a strategy framework for the existing SPDR ETF range to align it with financial market developments and longer term economic outlooks. This is delivered through research on ETFs as well as market bulletins that support the distribution of ETFs across EMEA. Prior to this role Antoine was a Fixed Income Portfolio Strategist in EMEA covering Europe and Global Fixed Income beta strategies as well as advanced beta. Antoine joined SSGA in 2006 from Sungard Reech where he was responsible for selling advanced pricing and risk analytics to banks and asset managers in France and the Netherlands, with a focus on structured fixed income derivatives. Prior to that he took part in a start-up which managed an internet based Interest Rate Swaps interdealer trading platform. He started his career at Societe Generale Corporate and Investment Banking on the Fixed Income & FX structured products sales desk. Antoine has earned a Master's degree from the French Business School, ESCEM, with a major in Finance in

18 Thursday 17 September 15:45 Risk premium common misconceptions: consequences for equity valuations in today s low interest rate context Speaker: Pablo Fernández, Professor of financial management, IESE Moderator: Paul Besson, Head of Quant Research, Kepler Cheuvreux Pablo Fernández's career at IESE started in Today he is professor in the Department of Financial Management and holder of IESE's PricewaterhouseCoopers Corporate Finance Chair. He is also visiting professor at the Piura (Peru), INALDE (Colombia), IAE (Argentina), IEEM (Uruguay) and IPADE (Mexico) Business Schools. In addition, he carries out extensive consultancy work for numerous firms and banks. Prof. Fernández was awarded his Ph.D. and M.A. in business economics from Harvard University. He also holds an M.B.A. from IESE and a degree in industrial engineering from the University of Navarra in San Sebastian. Before embarking on a career in academia, Prof. Fernández was the financial analyst and financial coordinator of Pepsi Cola for the south of Europe (Portugal, Spain, Italy, Libya and Malta) in Spain, a position he also held in Rome where he simultaneously took up the financial management for the Mediterranean Region (Egypt, Turkey, Lebanon and Jordan) and Sudan. Among other important appointments, Prof. Fernández was a member of the jury that awarded the sixth ACECA prize for outstanding articles on corporate accounts and administration (2000) and was also on the board of the McKinsey Best Internet Project Award (2000). In 2004, he received the IESE award for outstanding research. Earlier in his career he received the BARRA award for a project he undertook under the aegis of the Institute for Quantitative Investment Research (INQUIRE) titled "Convertible Bonds in Spain: a Different Security" (1991). Prof. Fernández is a widely published author with an impressive list of book chapters, working and research papers, case studies, technical notes and journal articles on his curriculum. Recent book chapters include "Valuation of Brands and Intellectual Capital" in Brand Valuation -Concepts and Applications (2005). Recent peer-reviewed articles include "The Value of Tax Shields is NOT Equal to the Present Value of Tax Shields" in the Journal of Financial Economics (2004). In June 2006 he published the article "A New Formula for Value Creation" in the Financial Times. 18

19 Thursday 17 September 16:30 Roundtable Climate change and the energy transition: what is at stake at COP21? Speakers: Tim Gould, Head of Unit for Resources and Investment at the Paris-based International Energy Agency & Richard Baron, manager of the OECD Round Table on Sustainable Development Moderator: Mark Lewis, Chief Energy Economist, Kepler Cheuvreux Tim Gould is Head of Unit for Resources and Investment at the Paris-based International Energy Agency. Working in the Directorate of Global Energy Economics, he is a principal author of the World Energy Outlook (WEO) series the Agency s authoritative analysis of long-term energy and climate trends. He coordinates the supply-side modelling and analysis for the WEO, covering the outlooks for oil, gas and coal. He also played a leading role in the in-depth country and regional studies of sub-saharan Africa (2014), Brazil (2013), Iraq (2012), Russia (2011) and the Caspian region (2010), as well as the golden rules that could address social and environmental impacts of unconventional gas production (2012) and the World Energy Investment Outlook (2014). Before joining the IEA in 2008, he was senior advisor to the Secretary General of the Energy Charter in Brussels and also has ten years of experience in Eastern Europe, primarily in Russia and in Ukraine. Mr Gould graduated from Oxford University and has a post-graduate diploma from the School of Advanced International Studies of Johns Hopkins University. Richard Baron manages the OECD Round Table on Sustainable Development, a high-level publicprivate forum to foster progress on pressing environmental questions. In he also coordinated the project Aligning Policies for a Low-carbon Economy in co-operation with the International Energy Agency (IEA), the International Transport Forum and the Nuclear Energy Agency. Prior to his position at the OECD, Richard was the head of climate change at the IEA where his work included international negotiations, carbon market mechanisms, industrial competitiveness and sectoral approaches, and the role of electricity in decarbonisation. Mr. Baron has been working on the linkages between climate change and energy policy since Prior to his positions at IEA and OECD, he worked in France at Cired (an economics research centre focused on energy and environment issues) and Iddri (International institute on sustainable development and international relations, a Paris-based think-tank), and in the USA at the Department of Energy s Pacific Northwest Laboratory. He is member of the Economic Council for Sustainable Development, an advisory group to the French Minister for ecology, sustainable development and energy. He authored several books, reports and papers on climate and energy policy. He holds a degree from Ecole Supérieure des Sciences Economiques et Commerciales (ESSEC) and an advanced degree in theoretical and applied economics from DELTA (Paris School of Economics). 19

20 Friday 18 September 13:00 The OECD view on Macro outlook Speaker: Catherine Mann, OECD Chief Economist and Head of the Economics Department Catherine L. Mann is OECD Chief Economist and Head of the Economics Department since October 2014, She is responsible for advancing the Strategic Orientations of the OECD, ensures that the Department is at the forefront of economic thinking and coordinates the work of the Country and Policy Studies branches. She also contributes to the New Approaches to Economic Challenges (NAEC) and Inclusive Growth (IG) initiatives and serves as the OECD Representative at the Deputies meetings of the G20 Finance Track. She has enjoyed a distinguished career in the public sector and academia. Following 20-plus years in Washington DC, she was the Rosenberg Professor of Global Finance at Brandeis University and from was a Senior Fellow and visiting Fellow at the Peterson Institute for International Economics. Earlier Ms. Mann served as a Senior International Economist at the US President s Council of Economic Advisors and worked as a Special Assistant to the Vice-President for Development Economics/Chief Economist at the World Bank. She spent 13 years on the Federal Reserve Board as a Senior Economist. She is a US citizen and holds a PhD in Economics from the Massachusetts Institute of Technology (MIT) and a Bachelor s Degree in Economics from Harvard University. Her research spans two main topics global imbalances and globalisation of technology and services. She has authored or co-authored seven books, 60 articles, and numerous shorter pieces and testimony. She frequently appears on Bloomberg, CNBC, and public broadcasting, and has been quoted in Businessweek and The Economist. 20

21 Research Corner (1/2) In addition to your meetings with corporate companies, you will have the opportunity to talk to our analysts. If you would like us to set up a meeting for you, please visit our Conference Team at the One-On-One Desk. AHLBERG Hjalmar Analyst Metals & mining Sector Boliden, Hydro, Outokumpu BORRACHERO Javier ALMERUD Markus Analyst Capital Goods Sector Alfa Laval, Assa Abloy, Atlas Copco, Hexagon, Sandvik, SKF BOUCHENY Pierre ALONSO Alfredo Analyst Banks Sector Banco Popular, Banco Sabadell, Bankia, Bankinter, BBVA, CaixaBank, Santander BRAUNEISER Rochus ANDERSON Mats Analyst Banks, Insurance Sectors Danske Bank, DnB, Nordea, Sampo, SEB Banken, Svenska Handelsbanken, Storebrand, Swedbank, TopDanmark, Tryg CAMPOS CLAVERO Javier ARAV Julie Analyst Utilities Sector Engie, EDF, Veolia Environnement, Suez Environnement, Séché Environnement CARON Fabienne BACCAGLIO Marco Deputy Head of Italian Equity Research Accor, Autogrill, Brunello Cucinelli, Campari, Compass, Elior, Folli Follie, Geox, Luxottica, Moncler, OVS, Safilo, Salvatore Ferragamo, Sodexo, Tod s, World Duty Free, Yoox BARTHELEMI Sébastien Head of Credit Research Head of Credit Research: Utilities, Telecom, Construction & Materials, Retail, Metal & Mining CASANOVA Peter CERDAN David BECKER Ingo Head of Utilities Research Head of Utilities Research: Centrica, E.ON, Fortum, MVV Energie, RWE, Verbund COX Jon BENEVENTI Andrea Analyst Media Sector Axel Springer, Informa, Lagardère, NextRadioTV, Pearson, Reed Elsevier, SoLocal Group, UBM, Wolters Kluwer DAURE Laurent BESSON Paul Head of Quant Research Head of Quantitative Research: Execution and trading, Market Microstructure, Trading Flow analysis, Behavioral Finance, Risk premium analysis EGUSQUIZA Iñigo BESSON Thomas Head of Automobile Sector Head of Automobile Research: Autoliv, Continental, Faurecia, FCA, Michelin, Montupet, Nokian Renkaat, Peugeot, Pirelli & C., Plastic Omnium, Renault, Valeo BOBO Natalia Analyst General retails, IT Software & Services, Pharma & biotech, Ouil services, Medtech & services Sectors Almirall, Amadeus, Biotest, Grifols, Indra, Inditex, Luz Saude, Rovi, Técnicas Reunidas ELIASON Johan FERRER Joaquin

22 Research Corner (2/2) In addition to your meetings with corporate companies, you will have the opportunity to talk to our analysts. If you would like us to set up a meeting for you, please visit our Conference Team at the One-On-One Desk. FRANCOY Lyonel HARADAU-DOSER Ruxandra HUSSON-DUMOUTIER Aurélie JAFS Mikael KOCH Richard Head of European Samll Mid Cap Head of European Small & Mid Cap Research Research Head of Airports and Airlines Aéroport de Paris, Deutsche Lufthansa, Easyjet, Flughafen Wien, Flughafen Sector Research Zürich, Fraport, HHLA, Intl Airlines Group, Ryanair Analyst Food, Home & Apparel, Bic, Darty, FNAC General retail Sectors Head of Nordic Research, Head of Head of Nordic Equity Research: Ahlstrom, BillerudKorsnas, Holmen, Mayr- Pulp and paper Sector Research Meinhof Karton AG, Metsa Board, Norske Skog, SCA, SmurfitKappa, Stora Enso, UPM Analyst Food, Pharma & biotech, Medtech &services Sectors Aarhuskarlshamm, Chr. Hansen, Coloplast, Elekta, Getinge, Novo Nordisk, Novozymes, Swedish Orphan Biovitrum PETRARQUE Benoit PLUIJGERS Hans PORTA Jose POTTS Christopher PUJAL Josep LABOURDETTE Lionel LEWIS Mark LINDAHL Douglas MENARD Christophe MULDER Andre Analyst Pharma & biotech, Medtech & services Sectors Head of Energy Transition & Climate Change Research Analyst Capital goods, Aerospace and defence Sectors Head of Aerospace & Defence Sector Research Analyst Construction & materials, Transport, Oil services, Support services, Capital goods Sectors Head of Biotech Research : Adocia, Bone Therapeutics, EOS Imaging, Genfit, Genomic Vision, Mauna Kea Technologies, Neovacs, Spineguard, Theradiag Head of Energy Transition & Climate Change Research Nordex, Trelleborg, Saab Head of Aerospace & Defense Research: Airbus Group, BAE Systems, Cobham plc, Dassault Aviation, Finmeccanica, Lisi, MTU Aero Engines, Rolls Royce Holdings Plc, Safran, Thales, Ultra Electronics, Zodiac Aerospace Arcadis, Austrian Post, BAM, Boskalis, Bpost, Deutsche Post, Fugro, Heijmans, PostNL, SBM Offshore, TNT Express, Vopak ROEDIGER Martin ROGER Kevin ROLLAND Catherine SZTABOWICZ Sébastien TERDJMAN Benjamin OLOFSEN Peter Analyst Capital goods, It hardware &telco eqpmt, Chemicals, Semis Sectors Aalberts, ASM International, BESI, Osram, Philips, Ten Cate, TKH Group, TomTom, Umicore O'SHEA Conor Head of Media sector Research Head of Media Research: BSkyB, Havas, Ipsos, ITV, JC Decaux, M6, ProsiebenSat1, Publicis Groupe, RTL Group, Sky Deutschland, TF1, Vivendi, WPP VOISIN Stéphane

23 Registration Process Registration for all meetings is available online ONLY. Registration deadline: Friday 21 August Your preliminary schedule will be ed to you one week prior to the conference. Please note that a number of scheduling changes may occur in the days leading up to the conference. You will be duly notified. Please check with the one-on-one meetings desk upon arrival at the conference to obtain the final schedule of your meetings. If you have any questions, please contact: The Autumn Conference Team Tel: (+33) autumn@keplercheuvreux.com How to access your online registration page? Go to: Or scan the QR code with your smartphone:

24 Conference Venue (New!) / Access Map Le Pullman Tour Eiffel 18 avenue de Suffren entrance 22 rue Jean Rey Paris Tel.: h7229@accor.com Website to book a room: Click here Room rate: 319 Accomodation Booking Please note that a limited number of rooms have been blocked at the conference venue. Reservations are subject to availability. Due to many events taking place in Paris in September, we advise you to make reservations as early as possible to avoid rising room rates. Website to book a room: Click here Room rate: 319 Access: Metro line 6: Bir Hakeim RER line C: Champs de Mars Tour Eiffel Parking de Paris: 18 Avenue de Suffren

25 Hotel Suggestions Please note that a limited number of rooms have been blocked at the listed hotels. Reservations are subject to availability. If you wish to book accommodation and benefit from the negotiated rate, please call the respective hotel directly and mention the reservation code: Kepler Cheuvreux Autumn Due to many events taking place in Paris in September, we advise you to make reservations as early as possible to avoid rising room rates. Hotel Baltimore Paris 88 bis avenue Kleber Paris Tel.: h2789-sl1@accor.com Website to book a room: Click here Room rate: 350 Le Méridien Etoile 81 Boulevard Gouvion St Cyr Paris Tel.: guest.etoile@lemeridien.com Website to book a room: Click here Room rate: 279 Radisson Blu Le Dokhan s 117 rue de Lauriston Paris - Tel.: geraldine.rouard@radissonblu.com Room rate: 330 Radisson Blu Le Metropolitan 10 Place de Mexico Paris - Tel.: geraldine.rouard@radissonblu.com Room rate: 330

26 Entertainment Wine Tasting Kepler Cheuvreux is pleased to invite you to a wine tasting and nibbles on: Wednesday 16 September From 6:00pm at The Pullman Tour Eiffel (10 th floor) In the steps of Gustave Eiffel Please join us on a cultural one hour guided walk retracing the steps of Gustave Eiffel. From École Militaire to the Eiffel Tower, strolling along the Champ de Mars and passing through the famous district of Le Gros Caillou where Art Nouveau buildings stand alongside noble townhouses locally known as Hôtels particuliers. Thursday 17 September From 6:15pm Meeting point: Pullman Hotel Entrance Start your day by joining us in a 45min work out on the Champs de Mars led by a fitness instructor. Fitness Start Thursday 17 September From 7:00am Meeting point: Pullman Hotel Entrance Updated on August 20th