INVITATION
BERENBERG is delighted to invite you to its EUROPEAN CONFERENCE 2015 on Monday 30 th November Thursday 3 rd December 2015 at Pennyhill Park Hotel & Spa London Road Bagshot Surrey GU19 5EU United Kingdom
EVENING PROGRAMME Monday 30 th November Taste of the Past Tuesday 1 st December Taste of the Present Wednesday 2 nd December Future Gala Dinner The evening programme will commence following the last presentation each day. Dinner will be followed by evening entertainment. RSVP by registering at www.berenberg.com/en/conference.html Photo by Burlison Photography
LIST OF ATTENDING COMPANIES (SUBJECT TO CHANGE) Banks, Diversified Financials, Insurance and Real Estate AURELIUS AG Baloise Holding AG Deutsche Annington Immobilien SE* Deutsche Börse AG Gjensidige Forsikring ASA International Personal Finance plc Leonteq AG Market Tech Holding Ltd* NewRiver Retail PLC* Patrizia Immobilien AG* PSP Swiss Property AG* SEB AB St. James s Place plc Swiss Life AG* Talanx AG The Paragon Group of Companies plc Unibail-Rodamco SE* UNIQA Insurance Group AG Vontobel Holding AG VZ Holding AG Business Services, Leisure and Transport & Logistics AP Møller Mærsk A/S* bpost SA Brenntag AG* Cerved Information Solutions SpA CTT Correios de Portugal SA DCC PLC* Deutsche Lufthansa AG* Deutsche Post AG* DKSH Holding AG Elis SA Interserve plc PostNL NV Capital Goods, Automotives and Aerospace & Defence Aalberts Industries N.V. Bucher Industries AG DEUTZ AG Dürr AG ElringKlinger AG GKN plc Jungheinrich AG KION GROUP AG Klöckner & Co SE KUKA AG Meggitt plc* Montupet SA Morgan Advanced Materials plc MTU Aero Engines Holding AG* NORMA Group SE OC Oerlikon Corporation AG* Pfeiffer Vacuum Technology AG* Porsche Automobil Holding SE* RATIONAL AG Rheinmetall AG Schoeller-Bleckmann Oilfield Equipment AG Valmet Oyj Volkswagen AG Vossloh AG Chemicals, Construction and Oil & Gas ACS Actividades Construccion y Servicios Amec Foster Wheeler PLC Carillion plc Elementis plc Hochtief AG Howden Joinery Group plc* Kingspan Group plc Lenzing AG Linde AG PORR AG Wienerberger AG Yara International ASA YIT Oyj Consumer Agrana Beteiligungs AG Fielmann AG Gerry Weber International AG* Greencore Group plc Halfords Group plc Kerry Group plc N Brown Group PLC Nestlé SA Philip Morris International Inc* Südzucker AG Swedish Match AG* Healthcare Bayer AG* Coloplast A/S Gerresheimer AG Getinge AB LivaNova PLC
Healthcare (continued) Merck KGaA Novartis AG Novo Nordisk A/S Qiagen GmbH Sartorius AG Shire plc Tecan Group AG UCB SA UDG Healthcare plc TMT AT&S AG AVEVA Group plc Axel Springer SE CTS Eventim AG & Co KGaA Drillisch AG EI Towers SpA JCDecaux SA Just Eat PLC* Kinepolis Group Mediaset España Comunicación SA Mediaset SpA* Mobistar SA NOS, SGPS, SA Optimal Payments PLC ProSiebenSat.1 Media SE RIB Software AG Rightmove plc* Sky plc Sunrise Communications AG Tele2 AB Telefonica Deutschland Holding AG* Telit Communications plc Veeco Instruments Inc Wincor Nixdorf AG Wirecard AG Xing AG XLMedia PLC zooplus AG* Utilities National Grid plc UK Mid Cap Big Yellow Group plc* Breedon Aggregates Ltd Burford Capital LLC Oxford Instruments plc* Pendragon plc Safestore Holding plc Staffline Group plc Telecom Plus PLC* The Restaurant Group plc* Tyman plc *Will only be available for one-on-one meetings. One-on-one meetings will be available with all the presenting companies during the conference. If you would like to register for the conference or require further information on the attending companies, please refer to www.berenberg.com/en/conference.html Registration deadline: Friday 6 th November 2015
EQUITY RESEARCH * Research Aerospace & Defense Andrew Gollan +44 (0) 20 3207 7891 Charlotte Keyworth +44 (0) 20 3753 3013 Tom O Donnell +44 (0) 20 3465 2668 Automotives Adam Hull +44 (0) 20 3465 2749 Paul Kratz +44 (0) 20 3465 2678 Banks Nick Anderson +44 (0) 20 3207 7838 Adam Barrass +44 (0) 20 3207 7923 James Burbridge +44 (0) 20 3753 3014 James Chappell +44 (0) 20 3207 7844 Andrew Lowe +44 (0) 20 3465 2743 Eoin Mullany +44 (0) 20 3207 7854 Peter Richardson +44 (0) 20 3465 2681 Beverages Javier Gonzalez Lastra +44 (0) 20 3465 2719 Adam Mizrahi +44 (0) 20 3465 2653 Business Services, Leisure & Transport Najet El Kassir +44 (0) 20 3207 7836 Stuart Gordon +44 (0) 20 3207 7858 Simon Mezzanotte +44 (0) 20 3207 7917 Yousuf Mohamed +44 (0) 20 3465 2672 Matthew O Keeffe +44 (0) 20 3207 7895 Josh Puddle +44 (0) 20 3207 7881 Capital Goods Alex Deane +44 (0) 20 3465 2730 Sebastian Kuenne +44 (0) 20 3207 7856 Philippe Lorrain +44 (0) 20 3207 7823 Horace Tam +44 (0) 20 3465 2726 Simon Toennessen +44 (0) 20 3207 7819 Chemicals John Klein +44 (0) 20 3207 7930 Evgenia Molotova +44 (0) 20 3465 2664 Construction Lush Mahendrarajah +44 (0) 20 3207 7896 Chris Moore +44 (0) 20 3465 2737 Robert Muir +44 (0) 20 3207 7860 Michael Watts +44 (0) 20 3207 7928 Diversified Financials Pras Jeyanandhan +44 (0) 20 3207 7899 Jonathan Sharpe +44 (0) 20 3753 3031 Food Manufacturing and H&PC Fintan Ryan +44 (0) 20 3465 2748 James Targett +44 (0) 20 3207 7873 Food Retail Estelle Weingrod +44 (0) 20 3207 7931 General Retail Michelle Wilson +44 (0) 20 3465 2663 Healthcare Scott Bardo +44 (0) 20 3207 7869 Alistair Campbell +44 (0) 20 3207 7876 Graham Doyle +44 (0) 20 3465 2634 Klara Fernandes +44 (0) 20 3465 2718 Tom Jones +44 (0) 20 3207 7877 Louise Pearson +44 (0) 20 3465 2747 Laura Sutcliffe +44 (0) 20 3465 2669 Insurance Peter Eliot +44 (0) 20 3207 7880 Iain Pearce +44 (0) 20 3465 2665 Matthew Preston +44 (0) 20 3207 7913 Sami Taipalus +44 (0) 20 3207 7866 Luxury Goods Zuzanna Pusz +44 (0) 20 3207 7812 Media Robert Berg +44 (0) 20 3465 2680 Laura Janssens +44 (0) 20 3465 2639 Jessica Pok +44 (0) 20 3207 7907 Sarah Simon +44 (0) 20 3207 7830 Metals & Mining Alessandro Abate +44 (0) 20 3753 3029 Mid Cap General Robert Chantry +44 (0) 20 3207 7861 Gunnar Cohrs +44 (0) 20 3207 7894 Sam England +44 (0) 20 3465 2687 Ned Hammond +44 (0) 20 3753 3017 Benjamin May +44 (0) 20 3465 2667 Virginia Nordback +44 (0) 20 3465 2693 Anna Patrice +44 (0) 20 3207 7863 Daniel Richter +44 (0) 20 3207 7934 Simona Sarli +44 (0) 20 3207 7834 Real Estate Tina Kladnik +44 (0) 20 3465 2716 Kai Klose +44 (0) 20 3207 7888 Technology Adnaan Ahmad +44 (0) 20 3207 7851 Rebecca Alvey +44 (0) 20 3207 7910 Jean Beaubois +44 (0) 20 3207 7835 Georgios Kertsos +44 (0) 20 3465 2715 Daud Khan +44 (0) 20 3465 2638 Gal Munda +44 (0) 20 3465 2746 Tammy Qiu +44 (0) 20 3465 2673 Telecommunications Wassil El Hebil +44 (0) 20 3207 7862 Usman Ghazi +44 (0) 20 3207 7824 Siyi He +44 (0) 20 3465 2697 Laura Janssens +44 (0) 20 3465 2639 Paul Marsch +44 (0) 20 3207 7857 Barry Zeitoune +44 (0) 20 3207 7859 Tobacco Erik Bloomquist +44 (0) 20 3207 7870 Utilities Andrew Fisher +44 (0) 20 3207 7937 Mehul Mahatma +44 (0) 20 3465 2698 Lawson Steele +44 (0) 20 3207 7887 Economics Kallum Pickering +44 (0) 20 3465 2672 Holger Schmieding +44 (0) 20 3207 7889 *E-mail: firstname.lastname@berenberg.com
EQUITY SALES * Specialist Sales Banks & Diversified Financials Iro Papadopoulou +44 (0) 20 3207 7924 Consumer Staples Rupert Trotter +44 (0) 20 3207 7815 Consumer Discretionary Victoria Maigrot +44 (0) 20 3753 3010 Healthcare Frazer Hall +44 (0) 20 3207 7875 Industrials Chris Armstrong +44 (0) 20 3207 7809 Insurance Trevor Moss +44 (0) 20 3207 7893 Media & Telecommunications Julia Thannheiser +44 (0) 20 3465 2676 Materials Jina Zachrisson +44 (0) 20 3207 7879 Sales Benelux Miel Bakker +44 (0) 20 3207 7808 Martin de Laet +44 (0) 20 3207 7804 Alexander Wace +44 (0) 20 3465 2670 Germany Michael Brauburger +49 (0) 69 91 30 90 741 Nina Buechs +49 (0) 69 91 30 90 735 Andre Grosskurth +49 (0) 69 91 30 90 734 Joerg Wenzel +49 (0) 69 91 30 90 743 UK John von Berenberg-Consbruch +44 (0) 20 3207 7805 Matthew Chawner +44 (0) 20 3207 7847 Alexandra Clement +44 (0) 20 3753 3018 Fabian De Smet +44 (0) 20 3207 7810 Toby Flaux +44 (0) 20 3465 2745 Karl Hancock +44 (0) 20 3207 7803 Sean Heath +44 (0) 20 3465 2742 David Hogg +44 (0) 20 3465 2628 James Matthews +44 (0) 20 3207 7807 David Mortlock +44 (0) 20 3207 7850 UK (continued) Eleni Papoula +44 (0) 20 3465 2741 Richard Payman +44 (0) 20 3207 7825 George Smibert +44 (0) 20 3207 7911 Anita Surana +44 (0) 20 3207 7855 Paul Walker +44 (0) 20 3465 2632 France Thibault Bourgeat +33 (0) 1 58 44 9505 Alexandre Chevassus +33 (0) 1 58 44 9512 Dalila Farigoule +33 (0) 1 58 44 9510 Clemence Peyraud +33 (0) 1 58 44 9521 Benjamin Voisin +33 (0) 1 58 44 9507 Scandinavia Marco Weiss +49 (0) 40 350 60 719 Switzerland, Austria & Italy Andrea Ferrari +41 (0) 44 283 2020 Stephan Hofer +41 (0) 44 283 2029 Carsten Kinder +41 (0) 44 283 2024 Gianni Lavigna +41 (0) 44 283 2038 James Nettleton +41 (0) 44 283 2026 Benjamin Stillfried +41 (0) 44 283 2033 Sales Trading Hamburg Alexander Heinz +49 (0) 40 350 60 359 Gregor Labahn +49 (0) 40 350 60 571 Marvin Schweden +49 (0) 40 350 60 576 Tim Storm +49 (0) 40 350 60 415 Philipp Wiechmann +49 (0) 40 350 60 346 Christoffer Winter +49 (0) 40 350 60 559 London Mike Berry +44 (0) 20 3465 2755 Stewart Cook +44 (0) 20 3465 2752 Chris McKeand +44 (0) 20 3207 7938 Simon Messman +44 (0) 20 3465 2754 Paul Somers +44 (0) 20 3465 2753 Electronic Trading Daniel Eichhorn +49 (0) 40 350 60 391 Matthias Fuehrer +49 (0) 40 350 60 597 Sovereign Wealth Funds Max von Doetinchem +44 (0) 20 3207 7826 CRM Edwina Lucas +44 (0) 20 3207 7908 Greg Swallow +44 (0) 20 3207 7833 Investor Access Lindsay Arnold +44 (0) 20 3207 7821 Jennie Jiricny +44 (0) 20 3207 7886 Stella Siggins +44 (0) 20 3465 2630 Events Omi Adjekukor +44 (0) 20 3753 3008 Charlotte Kilby +44 (0) 20 3207 7832 Natalie Meech +44 (0) 20 3207 7831 Ellen Parker +44 (0) 20 3465 2684 Sarah Weyman +44 (0) 20 3207 7801 *E-mail: firstname.lastname@berenberg.com US SALES ** Berenberg Capital Markets LLC Member FINRA & SIPC Burr Clark +1 (617) 292 8282 Julie Doherty +1 (617) 292 8228 Scott Duxbury +1 (646) 445 5573 Lemmiki Ehatamm +1 (646) 445 5561 Kelleigh Faldi +1 (617) 292 8288 Shawna Giust +1 (646) 445 7216 Tristan Hedley +1 (646) 445 5566 Zubin Hubner +1 (646) 445 5572 Jessica London +1 (646) 445 7218 Ryan McDonnell +1 (646) 445 7214 Emily Mouret +1 (415) 802 2525 Peter Nichols +1 (646) 445 7204 Kieran O Sullivan +1 (617) 292 8292 Jonathan Saxon +1 (646) 445 7202 Lars Schwartau +1 (646) 445 5571 Bob Spillane +1 (646) 445 5574 CRM Laura Cooper +1 (646) 445 7201 Investor Access Olivia Lee +1 (646) 445 7212 Economics Mickey Levy +1 (646) 445 4842 **E-mail: firstname.lastname@berenberg-us.com For more information, please contact Sarah Weyman, the Conference Organiser, on +44 (0) 20 3207 7801, or any member of the Sales Team.
JOH. BERENBERG, GOSSLER & CO. KG Neuer Jungfernstieg 20 20354 Hamburg Germany Phone +49 (0) 40 350 60-0 60 Threadneedle Street London EC2R 8HP United Kingdom Phone +44 (0) 20 3207 7800