Invi

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16-18 SEPTEMBER

160 COMPANIES FROM BENELUX, FRANCE, GREECE NORDIC COUNTRIES & SPAIN

2015 PARIS

159 companies confirmed

* Only One-on-one and/or small group meetings

Also ESG One-on-one and/or small group meetings Twinkle Little Star (Track featuring Top management of wealthy MicroCaps)

Aalberts* Bouygues* Fluidra* Maurel & Prom* SES*Acciona* CaixaBank* FNAC* Mersen* Sky*Accor Cap Gemini Fortum* ONLY ESG Michelin Sligro*Ackermans & Van Haaren NV* Casino Fugro* Motor Oil* Société GénéraleACS* Chr. Hansen* Gecina* Nexity* SolvayAdocia Cnova* Gemalto Novo Nordisk* Sopra Steria* Aegon* Coloplast Groupe Eurotunnel Novozymes* Stora Enso* Aéroports de Paris Crédit Agricole S.A. Groupe SEB* Orange Suez EnvironnementAir France KLM CTT* Groupe Gorgé Outotec* Tarkett*Air Liquide Danone* Grupo Catalana Occidente SA* Page Group* Technicolor* Airbus Group Dassault Systèmes GTT* Pernod Ricard Technip*Altran Technologies* Dia Haulotte Group* Paris Orléans* TF1*Amadeus* Ebro Foods* Havas Parrot* Teleperformance* Aperam* Edenred* Heijmans* Plastic Omnium* ThalesArcadis* EDF* HiPay Prisa* Titan Cement*ArcelorMittal EDP Energias de Portugal* Iberdrola* PSA Peugeot TKH Group*Areva Eiffage ICA Gruppen AB Publicis Tubacex*Arkema* Elis Imerys Randstad* UbisoftAtos Elior* Ingenico Red Electrica* UPMAtresmedia* Ence* Interparfums* Rémy Cointreau* ValeoBAM* Endesa* Ipsen* Renault VallourecBankia* Engie (formerly GDF Suez)* Ipsos* Rentabiliweb Veolia EnvironnementBarco NV* Ericsson* JC Decaux* ONLY ESG Rexel Vetoquinol*BBVA* Essilor* Klepierre SA Reworld Vicat*BESI* Euler Hermes* Korian Medica* Rovi* Vilmorin*BIC* Eurazeo Lagardère* Saab* Vinci*BME* Europcar* Legrand Sacyr* Virbac Group*BNP Paribas Eutelsat Communication* L'Oréal Saft Vopak*Boliden* Faurecia* LVMH* Sandvik* Wendel* Bonduelle* FCC* M6* SCA Worldline* Bone Therapeutics Ferrovial* Manitou* SCOR Zodiac AerospaceBoskalis Flsmidth Marie Brizard Wine & Spirits Séché Environnement*

08:3009:00 AIR LIQUIDE 09:00 EIFFAGE 09:00 Digital Finance : Le Compte Nickel,

a success story Jean-Pierre DUPRIEUX, Executive Vice-PresidentChemicals

Xavier OMBREDANNE, Head of IRConstruction & Materials

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, CEOBanks

Elie GIRARD, CFOIT 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, CEOCapital Goods

Jean-Louis CHAUSSADE, CEOUtilities Michel COLLET, International Tax Lawyer,

Partner - CMS Bureau Francis LEFEBVRE

11:1511:30 AIRBUS GROUP 11:30 VEOLIA ENVIRONNEMENT 11:30 KLEPIERRE

Harald WILHELM, CFOAerospace & Defence

Antoine FREROT, CEOUtilities

Jean-Michel GAULT, CFOProperty

12:15 CASINO 12:15 UBISOFT 12:15The outlook of the Aerospace and

Defence industry as seen by company leaders

Antoine GISCARD D'ESTAING , CFOFood Retail

Alain MARTINEZ, CFOIT Software & Services

Massi BEGOUS , Partner - Roland Berger Strategy Consultants

13:00

14:00THALES 14:00 REXEL 14:00 Is Streaming the savior of the global

music industry ?Pascal BOUCHIAT, CFOAerospace & Defence

Rudy PROVOOST, Chairman & CEOCapital Goods Sébastien FRESNEAU, Independent Music

and Digital media Consultant

14:45 ZODIAC AEROSPACE 14:45 UPM 14:45 BONE THERAPEUTICSOlivier ZARROUATI, CEOAerospace & Defence

Jussi PESONEN, President & CEOPaper

Enrico BASTIANELLI, CEOPharma & Biotech

15:30

15:45Geopolitical revolution in the

Arabo-islamic World15:45 LEGRAND 15:45 ADOCIA

Frédéric ENCEL, Professor of international relations, Geopolitics

consultant

François POISSON, Group VP Financing & IRCapital Goods

Valérie DANAGUEZIAN, CFOPharma & Biotech

16:30 A Deal for Climate Change : the challenges & the impact on

investment ?

16:30 RENTABILIWEB 16:30 REWORLD

PASCAL CANFIN, Former Minister for Development (France), Former MP

(Europe), Senior advisor on Climate at WRI

Thibaut FAURES FUSTEL DE COULANGES, CEOMedia

Gautier NORMAND, CEOMedia

17:15

18:00 Wine Tasting

Keeping Calm in troubled waters, the skipper's visionJEAN GALFIONE, Skipper and consultant

Coffee Break

Plenary Sessions - Wednesday 16 SeptemberTrack A Track B Track C

Registration

Buffet Lunch

Coffee Break

Wednesday 16th September One-on-one or small group meetings only (1/2)

ACS IBERIAN CONSTRUCTION & MATERIALS

Angel G. ALTOZANOLuis CELLIER

Managing DirectorHead of IR & CSR

Altran Technologies FRANCE IT SOFTWARE & SERVICES Cyri l ROGER Deputy CEO

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 Stéphane BRUNEL Deputy Group CFO

CTT IBERIAN TRANSPORT Peter TSVETKOV Head of IR

Ebro Foods IBERIAN FOOD Manuel GONZALEZ DE LUNA Head of IR

EDF FRANCE UTILITIES Kader HIDRA Head of IR

Elior FRANCE SUPPORT SERVICES Ol ivier DUBOIS CFO

Ence IBERIAN PAPER Alfredo AVELLO CFO

Engie (Formerly GDF Suez) FRANCE UTILITIES Arnaud JOAN IR

Euler Hermes FRANCE INSURANCE Clarisse KOPFF CFO

Europcar FRANCE TRANSPORT Phi l ippe GERMONDChairman of the Management Board - CEO

Fluidra IBERIAN CAPITAL GOODS Cris tina DEL CASTILLO Head of IR

FNAC FRANCE GENERAL RETAIL Mathieu MALIGE CFO

Fortum (Only ESG Meetings) NORDICS UTILITIESMarja MAKINENUl la REHELL

Manager, Investor RelationsHead of Susta inabi l i ty

Groupe SEB FRANCE H & PC Emmanuel FOURRET IR

Grupo Catalana Occidente IBERIAN INSURANCE Carlos GONZALEZ CFO

GTT FRANCE OIL & GAS Céci le ARSON CFO

Iberdrola IBERIAN UTILITIES Diego MORON Senior Equity IR Manager

Interparfums FRANCE LUXURY GOODS & COSMETICS Phi l ippe SANTI CFO

Wednesday 16th September One-on-one or small group meetings only (2/2)

Ipsos FRANCE MEDIA Antoine LAGOUTTE Pres ident Corporate Finance

JCDecaux (Only ESG Meetings) FRANCE MEDIAVirginie GATINTiphaine BEZUT

Corporate ESG analystCorporate ESG analyst

Legrand FRANCE CAPITAL GOODS François POISSON Head of IR

LVMH FRANCE LUXURY GOODS & COSMETICS Rodolphe OZUN IR

Manitou FRANCE CAPITAL GOODS Hervé ROCHET CFO

Maurel & Prom FRANCE OIL & GASMichel HOCHARDMarc DE RODELLEC

CEODeputy CFO

Mersen FRANCE CAPITAL GOODS Thomas BAUMGARTNER CFO

Motor Oil GREECE OIL & GAS Loukas TRIPELOPOULOSDeputy Managing Director & CFO

Nexity FRANCE PROPERTY Jul ien CARMONA 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 Gi l les LABOSSIERE CFO

ROVI IBERIAN PHARMA & BIOTECH Javier LOPEZ CFO

Saab NORDICS AEROSPACE & DEFENCE Magnus ÖRNBERG 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 Col in JONES UK and Ireland CFO

Technicolor FRANCE IT HARDWARE & TELCO EQPMT Emi l ie MEGEL Vice Pres ident IR

Titan Cement GREECE CONSTRUCTION & MATERIALS Mickael COLAKIDES Group CFO

Tubacex IBERIAN METALS & MINING Gui l lermo RUIZ-LONGARTE CFO

Vetoquinol FRANCE PHARMA & BIOTECH Régis VIMAL DU MONTEIL CFO

Vilmorin FRANCE CHEMICALS Daniel JACQUEMOND CFO

08:3009:00 ELIS 09:00 HAVAS 09:00 China’s outlook

Xavier MATIRE, CEOSupport Services

Yannick BOLLORE, CEOMedia

Ben BEI, Director HK, China strategy CIMB Arup RAHA, CIMB Chief Economist

09:45 GROUPE EUROTUNNEL 09:45 PERNOD RICARD 09:45 SCAJacques GOUNON, Chairman & CEOTransport

Gilles BOGAERT,Managing Director Finance & OperationsBeverages

Kersti STRANDQVIST, SVP Group SustainabilityPaper

10:30 PSA PEUGEOT 10:30 ORANGE 10:30 SCORJean-Baptiste de CHATILLON, CFOAutos & Parts

Stéphane RICHARD, Chairman & CEOTelecom Services

François de VARENNE, CEO SCOR Global P&CInsurance

11:1511:30 AIR France KLM 11:30 The Economics of Happiness 11:30 FLSMIDTH

Alexandre de JUNIAC, CEOAirlines & Airports

Claudia SENIK, Full Professor, University Paris-Sorbonne And Paris School of

Economics

Thomas SCHULZ, CEOCapital Goods

12:15 MICHELIN 12:15 SOCIETE GENERALE 12:15 Hybrid Corporate Bonds / ElectryonJean-Dominique SENARD, CEOAutos

Philippe HEIM, CFOBanks Sébastien BARTHELEMI, Head of Credit

Research - Kepler Cheuvreux

13:00

14:00 GEMALTO 14:00 SAFT 14:00

S&P Corporates Ratings review: Trends and Risks and focus on

Commodities, Telecoms, Autos and Utilities

Jacques TIERNY, CFOIT Hardware & Telco Equipment

Bruno DATHIS, CFOCapital Goods

Karl NIETVELT : Senior Director, Analytical Manager Commodities & sector analysts

Mark HABIB(Telecoms) , Eric TANGUY (Autos) and Pierre GEORGE(Utilities)

14:45 COLOPLAST 14:45 VALLOUREC 14:45Syncing your ETFs to your sector

allocation strategyAnders LONNING-SKOVGAARD, CFOMedtech & Services

Philippe CROUZET, Chairman of the Management BoardOil Services

Olivier PAQUIER, Head of SPDR ETFs France, Monaco, Spain &

PortugalAntoine LESNE, VP of State Street Global

Advisors & Head of ETF Sales Strategy for EMEA

Fabrice BARBEREAU, Equity Derivatives & ETF Strategist, Kepler Cheuvreux

15:30

15:45 SOLVAY 15:45 DIA 15:45

Risk premium common misconceptions, consequences for

equity valuations in today’s low interest rate context

Pascal JUERY, Member of Executive Committee Chemicals

Ricardo CURRAS, CEOFood Retail Pablo FERNANDEZ LOPEZ, Professor of

Financial Management IESE

16:30 BOSKALIS 16:30 EURAZEO 16:30Climate change and the energy

transition :what is at stake at COP21 ?

Hans KAMPS, CFOConstruction & Materials

Philippe AUDOUIN, CFO & Member of the Executive BoardHolding companies

Tim GOULD Head of Unit for Resources and Investment, Directorate of Global Energy

Economics, IAERichard BARON, Advisor, OECD Round Table

on Sustainable Development

17:15

18:00

How to restore Competitiveness in France ?

Nathalie KOSCIUSKO-MORIZET, Member of Parliament(France), Vice President Les Republicains Party (Former UMP), Former Minister of Ecology, Transportation & Housing

Track CTrack B

Coffee Break

Plenary Sessions - Thursday 17 SeptemberTrack A

Registration

Coffee Break

The Post-2008 Odyssey (the global return-to-mean)Christopher POTTS, Head of Economics & Strategy

End of the day

Thursday 17th 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 COMPANIESLuc BERTRANDTom BAMELIS

Chairman of the executive committeeCFO

Amadeus IBERIAN IT SOFTWARE & SERVICESAna de PROCris tina FERNANDEZ

CFOHead of IR

Arcadis NETHERLANDS CAPITAL GOODS Renier VREE CFO

BAM BENELUX CONSTRUCTION & MATERIALS Thessa MENSSEN CFO

Bankia IBERIAN BANKS Santiago CAMARERO IR Director

BBVA IBERIAN BANKS Ja ime FERNANDEZ-VALDES IR Director

Boliden NORDICS METALS & MINING Mikael STAFFFAS CFO

Bonduelle FRANCE FOOD Grégory SANSON CFO

Bouygues FRANCE CONSTRUCTION & MATERIALS Phi l ippe MARIEN CFO

CaixaBank IBERIAN BANKSMarta NOGUERAnna CASADELLA

IRIR

Chr. Hansen NORDICS PHARMA & BIOTECH Anders MOHR CHRISTENSEN Investor Relations , Senior Director

Danone FRANCE FOOD Régis MASSUYEAU Head of IR

Endesa SPAIN UTILITIESPaolo BONDIMar MARTINEZ

CFOHead of IR

Ericsson NORDICS IT HARDWARE & TELCO EQPMT Rikard TUNEDAL Director Investor Relations

FCC IBERIAN CONSTRUCTION & MATERIALS Victor PASTOR Managing Director of Finance

Fugro BENELUX OIL SERVICES Paul VERHAGEN CFO

Ferrovial IBERIAN CONSTRUCTION & MATERIALS Speaker TBC Speaker TBC

Heijmans BENELUX CONSTRUCTION & MATERIALS Mark VAN DEN BIGGELAAR CFO

Thursday 17th September One-on-one or small group meetings only (2/2)

Imerys FRANCE CONSTRUCTION & MATERIALSKim NGUYENOl ivier PIROTTEVincent GOULEY

IRCFOHead of IR

M6 FRANCE MEDIA JEROME LEFEBURE CFO

Legrand FRANCE CAPITAL GOODS François POISSON Head of IR

Novozymes NORDICS PHARMA & BIOTECH Tina FANO VP Bus iness Operations EMA

Outotec NORDICS CAPITAL GOODS Mikko PUOLAKKA CFO

Randstad NETHERLANDS SUPPORT SERVICES François BEHARELExecutive Board Member &Pres ident du groupe Randstad France

Sacyr IBERIAN CONSTRUCTION & MATERIALS Maria DEL PILAR ARAGON MARI Head of IR

SES BENELUX MEDIA Padra ig McCARTHY CFO

Sligro BENELUX FOOD RETAIL Rob VAN DER SLUIJS CFO

Stora Enso NORDICS PAPER Noel MORRIN & Ul la PAAJANEN-SAINIO EVP, Global Respons ibi l i ty & IR

TKH Group BENELUX CAPITAL GOODS El l ing DE LANGE CFO

Vinci FRANCE CONSTRUCTION & MATERIALS Chris tian LABEYRIE CFO

Virbac Group FRANCE PHARMA & BIOTECH Eric MAREEMichel GARAUDET

ChairmanCFO

Vopak BENELUX SUPPORT SERVICESChiel RIETVELTAni l ACARDAG

IR ManagerIR Officer

Wendel FRANCE HOLDING COMPANIES SPEAKER TBC SPEAKER TBC

Plenary Sessions - Friday 18 September

08:30

09:00ACCOR 09:00 BNP PARIBAS 09:00 The mutation of the Oil Industry: Final

Season09:00 MARIE BRIZARD WINE &

SPIRITS

Sébastien VALENTIN, SVP Financial Communication & Head of IRTravel & Leisure

Lars MACHENIL, CFOBanks

Olivier RECH, Head of Energy Research at Beyond Ratings

Jean-Noël REYNAUD, CEOBeverages

09:45 CAP GEMINI 09:45 ARCELORMITTAL 09:45 INGENICO 09:45 GROUPE GORGEPaul HERMELIN, CEOIT Software & Services

Michel WURTH, Member of the BoardMetals & Mining

Philippe LAZARE, Chairman & CEOIT Hardware & Telco EquipmentMedia

Raphael GORGE, Chairman and CEOCapital Goods

10:30 AEROPORTS DE PARIS 10:30 IMERYS 10:30 TARKETT HIPAYEdward ARKWRIGHT, CFOAirlines & Airports

Gilles MICHEL, Chairman & CEOConstruction & Materials

Fabrice BARTHELEMY, CFOConstruction & Materials

Gabriel de MONTESSUS, CEOIT Software & services

11:1511:30 L'OREAL 11:30 RENAULT 11:30 DASSAULT SYSTEMES

Christian MULLIEZ, Executive VP Administration and FinanceLuxury Goods

Dominique THORMANN, CFOAutos & Parts

Thibault DE TERSANT, Senior EVP, CFOIT Software & Services

12:15 PUBLICIS 12:15 VALEO 12:15 ICA GruppenJean Michel ETIENNE, CFOIT Hardware & Telco Equipment

Robert CHARVIER, CFOAutos & Parts

Per STRÖMBERG, CEOFood Retail

13:00

14:00

Track DTrack B Track C

The OECD view on Macro outlook Catherine MANN, Chief economist OECD

End of the plenary sessions

Coffee Break

Track ARegistration

Friday 18th September One-on-one or small group meetings only

Aalberts BENELUX CONSTRUCTION & MATERIALS Wim PELSMA CEO

Aegon BENELUX INSURANCE Alex WYNAENDTS Chairman

Aperam FRANCE METALS & MINING Timoteo DI MAULO CEO

BME IBERIAN BANKS Javier HERNANI CFO

Edenred FRANCE SUPPORT SERVICES Lois JENOUVRIER CFO

EDP Energias de Portugal IBERIAN UTILITIES Antonio MEXIA CEO

Eutelsat Communications FRANCE MEDIA Ariane ROSSI Deputy CFO

Faurecia FRANCE AUTO & PARTS Michel FAVRE & Eric-Ala in 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 Chris tel BORIES Deputy CEO

Korian Medica FRANCE MEDTECH & SERVICES Yann COLEOU CEO

Lagardère FRANCE MEDIA Anthony MELLOR Head of IR

L'Oréal FRANCE LUXURY GOODS & COSMETICS Françoise LAUVIN

Nexity FRANCE PROPERTY Amél ie LAROCHE-TRUON Head of IR

Novo Nordisk NORDICS PHARMA & BIOTECH Melanie RAOUZEOS IR Manager

Page Group UK SUPPORT SERVICES Ol ivier LEMAITREExecutive Board Director, Continenta l Europe & Africa

Plastic Omnium FRANCE AUTO & PARTSAdel ine MICKELEROl ivier POUTEAU

Senior Executive, Member of the Board, M&A IR

Prisa IBERIAN UTILITIES Javier Lazaro CFO

Red Electrica IBERIAN UTILITIES Irene GOMEZ Head of IR

Rémy Cointreau FRANCE BEVERAGES Laeti tia 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

Technip FRANCE OIL SERVICES Kimberly STEWART Head of IR

Télévision Française 1 FRANCE MEDIA Phi l ippe DENERY CFO

Teleperformance FRANCE SUPPORT SERVICES Quy NGUYEN Head of IR

Vicat FRANCE CONSTRUCTION & MATERIALSJean-Pierre SOUCHETStéphane BISSEUIL

CFOHead of IR

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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.

09:00 “Digital finance: Le Compte Nickel, a success story” Speaker: Hugues Le Bret, Founder & Chairman of Financière des Paiements Electroniques Moderator: Pierre Boucheny, Head of French Equity Research, Kepler Cheuvreux

Wednesday 16 September

12 12

Thaima Samman 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 2008.

At Ailancy, Jérôme is advising financial institutions on complex transformation projects such as operational efficiency, regulatory impacts, adaptation to market infrastructure and IT strategy.

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 Moderator: Bénédicte Thibord, Global Head of SmartConnect Services, Kepler Cheuvreux

13 13

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).

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, Kepler Cheuvreux

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Massi Begous 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 & Defence 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, defence and nuclear power plant training.

In 2000 he joined Stratorg, a strategy consulting firm with extensive presence in the Aerospace & Defence 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 & Defence industry.

Wednesday 16 September

12:15 “The outlook of the Aerospace and Defence industry as seen by company leaders ” Speaker: Massi Begous, Partner at Roland Berger Strategy Consultants Moderator: Christophe Ménard, Head of Aerospace & Defence Sector Research , Kepler Cheuvreux

15

Wednesday 16 September

14:00 “Is Streaming the savior of the global music industry ?” Speaker: Sebastien Fresneau, Independent Music and digital Consultant Moderator: Conor O’Shea, Head of Media Sector Research, Kepler Cheuvreux

Sébastien Fresneau is an independent consultant in music and digital media with 15 years’ experience in the Global Music industry in Paris, London and Tokyo.

Senior VP EMI Music 2004-14

Product manager Bertelsmann Music 1995-199

Senior Consultant, Boston Consulting Group 199-2000

Education: ESSEC Business School Paris, Masters in Management 1988-91

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Wednesday 16 September

15:45 “Geopolitical revolution in the Arabo-islamic World” Speaker: Frédéric Encel, Professor of international relations, Geopolitics consultant Moderator: Pierre Boucheny, Head of French Equity Research ,Kepler Cheuvreux

Frédéric Encel is a Professor of International Relations and a geopolitical consultant. He teaches at ENA, the Paris School of Business and Sciences-Po Paris. He is a former student of theoretician Yves Lacoste.

Professor Encel is specialist in the Middle East, on which he has written 12 books, a Masters’ thesis and several articles.

He is frequently consulted by leading media firms, defence institutions, corporates and public organisations, notably on the links between economics and geopolitics.

He holds a PhD in Geopolitics from the University Paris VIII (1997) and a Bachelor’s Degree in International Relations from Sciences-Po (1992). He was authorised to supervise research in 2007.

He was made a Chevalier of the National Order of Merit in 2009 and won First Prize in the Resistance and Deportation National Competition of 1987. He has just been awarded the annual Grand Prix by the Société de Géographie.

17

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, Kepler Cheuvreux

Pascal Canfin worked as a journalist for the monthly magazine Alternatives Economiques before being elected a Member of the European Parliament in 2009 for Europe Ecologie – The Greens. At the European Parliament, Pascal Canfin sat of the Committee on Economic and Monetary Affairs and was a substitute member of the Committee on Internal Market and Consumer Protection. He was also a Vice Chairman of the Special Committee for the Financial, Economic and Social Crisis. In 2012, Pascal Canfin was nominated by President François Hollande as Delegated Minister in charge of development with the Ministry of Foreign Affairs. Under his mandate, the first bill of orientation and programmation on development and international solidarity was adopted by the National Assembly at first reading. On March 31 of 2014, after the nomination of Manuel Valls as new Prime Minister of France, Pascal Canfin stepped down as Minister for Development. Since then, Pascal Canfin has worked as the lead advisor on international climate issues for the World Resources Institute, contributing to the preparation of COP21. Since the27th of February 2015, Pascal Canfin has been co-chairing a new Commission on Innovative Climate Finance, set up by French President, François Hollande.

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Wednesday 16 September

17:15 “Keeping Calm in troubled waters, the skipper’s vision” Speaker: Jean Galfione skipper and consultant. Moderator: Geoffroy de Lacretelle, Head of French Sales to UK, Kepler Cheuvreux

Pole Vault :

1990 World Junior Champion 1er 1992 Olympique Bacelone 13 éme 1993 World indoor 3éme 1994 European 3 éme 1995 World 3 éme 1996 Olympique Atlanta champion 1er 1998 European 3 éme 1999 World indoor Champion 1er

Sailing : 2005 / 2007 America’s cup french team in Valencia ( Grinder ) 2008 transatlantique AG2R (Skipper) 2009 team Near Miss European circuit GP42 2010 skipper class40 Normandy chanel Race 8 éme 2011 skipper class40 Talanta

1 er tour de Belle Ile 3 éme Grand prix de Douarnenez 9 éme World série 6 éme Normandy Chanel Race

2012 Skipper class40 Talanta 1er tour de Belle Ile 1er Grand Prix de Douarnenez 6 éme Normandy Chanel Race 6 éme World série 7éme Transat du Chocolat ( Nantes – Mexique )

2014 Skipper class40 Serenis Consulting 4 éme Grand prix de Douarnenez 7 eme Normandy Chanel Race 8 éme The Qualif solo 18 éme transat « la Route du Rhum »

2015 Skipper class40 Serenis and Trimaran Diam 24 4 éme Grand prix de Douarnenez 3 éme tour de belle ile 6 éme Normandy Channel Race 5 éme RSNSM

Coaching 2005/2007 french team for America’s cup 2008 / 2016 french Federation ambassadeur to the pole vault team Divers Reebok ambassadeur ( crossfit ) Documentary french Chanel Consulting for Canal Plus Consulting for Tignes

Jean Galfione was born in Paris on 9 June 1971. He became Olympic pole-vaulting champion in Atlanta in 1996, when he cleared the bar at 5.92m, a new Olympic record.

He became the first French athlete to jump over 6 metres on 6 March 1999 on the occasion of his victory at the World Championships, and he held the French record in outdoor pole vaulting from 1993 until 2009.

Since 2005, Jean has dedicated himself to his second passion, sailing. He took part in the America’s Cup in 2007 in Valencia with the French team and, after two Two-Handed Transat races, he became skipper of Team Serenis Consulting and took part in the Route du Rhum in 2014, coming in 18th.

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Ben Bei joined CIMB in 2014 as the director of HK/China strategy. He has been working in financial industries since 2005. 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.

Thursday 17 September

9:00 “China’s outlook” Speakers: Ben Bei, Director HK, China Strategy CIMB & Arup Raha CIMB Chief Economist Introduction by Stéphane Bouret, Head of Continental Europe Client Zone, Kepler Cheuvreux

Arup Raha is the Chief Economist of CIMB Group. Arup and the Economics team provide their analysis of the global economy to CIMB Group's clients in various businesses, from Equities to Treasury to Private Banking.

While his work and interests are global in nature, Arup's particular expertise is on Asia where he has close to 20 years of experience working as a professional economist in the financial services industry. Prior to joining CIMB Group, he has been Chief Asia Economist for global banks such as HSBC, Citi and UBS and also the Head of India Equity Research for JP Morgan. Prior to working in financial markets, Arup was an economist with The World Bank in Washington D.C.

Arup has a Bachelor of Arts (Honours) degree in Economics from St. Stephen's College, Delhi, a Masters from the Delhi School of Economics and a Doctor of Philosophy in Economics from Vanderbilt University in the United States.

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11:30 “The Economics of Happiness” Speaker: Claudia Senik, Full Professor, University Paris-Sorbonne & Paris School of Economics Moderator: Clément Genes, Economist, Kepler Cheuvreux

Claudia Senik is professor of economics at Paris School of Economics and Université Paris-Sorbonne. She is also a member of the Institute for the Study of Labor (IZA) and the Institut Universitaire de France. She graduated from the Ecole Normale Supérieure and she holds a Ph.D. from EHESS.

Her research focuses on public economics and studies on happiness and focus on the effects of subjective well-being on growth and income distribution.

Author of numerous articles published in international journals such as the Review of Economics and Statistics, the Journal of Public Economics, Economic Journal, Journal of Economic Behavior and Organization, Journal of Comparative Economics, Economics of Transition, Economica, etc…

Claudia Senik is now responsible for CEPREMAP research program on income and happiness (with Andrew Clark) and of the Economics and Psychology seminar (with Guillaume Hollard) at the Paris School of Economics.

Thursday 17 September

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Pierre Georges is a Director and Sector Specialist for the EMEA Utilities team, based in Paris, France. He is responsible for the utilities sector research and is directly in charge of large utilities in France and Southern Europe. Pierre has a long experience in credit and capital markets acquired in rating agencies and investment banking, working on the full rating spectrum, from investment grade to high yield. He has previously been working on a broad range of industrial sectors including real estate, retail, consumer goods and oil & gas.

Pierre holds a MBA in Corporate Finance from Georgia State University (Atlanta, GA) and is graduated from Toulouse Business School (France).

14:00 “S&P Corporate Ratings review : Trends and Risks & Focus on Commodities, Telecoms, Autos & Utilities” Speaker s: Karl Nietvelt Senior Director, Analytical manager Commodities & Sector analysts: Mark Habib (Telecoms), Eric Tanguy (Autos) & Pierre Georges (Utilities) Moderator : Sebastien Barthelemi, Head of Credit Research; Kepler Cheuvreux

Thursday 17 September

Karl Nietvelt is the Analytical Manager for Standard & Poor’s Commodities ratings for the EMEA region, based in Paris. His team includes 16 analysts; spread out over offices in London, Paris, Frankfurt, Milan, Stockholm, Moscow, Dubai and Jo’burg. The portfolio of companies covered by his team comprises over 150 entities, in the oil&gas, metals&mining and chemical industries.

Karl has 20 years of experience in commodities. Previously he was Standard & Poor’s senior oil and chemical analyst. Before joining Standard & Poor’s, Karl was active in banking in London between 1995-2000, specialized in structured trade and commodity finance.

Karl has a Masters in Finance at ESSEC (Paris), as well as an Electro-Mechanical Engineering Degree from the University of Leuven (Belgium).

Mark Habib is a Director with Standard & Poor’s Corporate Ratings based in Paris, France. He joined Standard & Poor’s in 2007 and currently serves as Sector Specialist for the Telecom and Technology team, publishing commentaries and leading outreach to market participants on credit issues affecting the sector. Mark is also the primary analyst for a portfolio of credits in Europe, the Middle East and Africa.

Previously, Mark was an analyst for the Utilities and Infrastructure team in New York covering energy segments including master and limited partnership (MLP) pipelines, refining, and LNG. Mark also covered project financed transactions in the midstream, merchant power, and renewable energy sectors, and has worked on authoring Standard & Poor’s project finance criteria. Prior to Standard & Poor’s, Mark worked for bilateral and multilateral international economic development organizations, and in the high tech sector.

Mark holds an M.B.A. from the University of California at Berkeley’s Haas School of Business, and a B.A. in Economics and Political Science from UCLA.

Eric Tanguy is a Senior Director in the corporate ratings department of Standard & Poor’s, based in Paris.

He is Coordinator for Industry Specialists in EMEA and covers himself the Autos and Real Estate sectors. Eric has worked 15 years for Standard & Poor’s in the structured finance and corporate departments. He was previously analytical manager for the European Auto, Engineering & Manufacturing team covering the automotive, capital goods, and aerospace and defense industries in the region. Before that he had been in charge of a diversified portfolio of corporate credits in several industries: autos and auto suppliers, building materials, transportation and investment holdings; Eric also covered the oil and gas industry for several years.

Previously to joining Standard and Poor’s, Eric worked for Credit Suisse, Barclays and BPCE in several roles, including as credit analyst and as risk manager.

Eric holds a MSc in Accounting and Finance from the London School of Economics and is a graduate from the Institut d’Etudes Politiques in Paris.

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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 2008. 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 1998.

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, & Fabrice Barbereau,, Equity Derivatives & ETF Strategist, Kepler Cheuvreux Moderator: Charles Hoppman, Head of ETF Business Development, Kepler Cheuvreux

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Pablo Fernández's career at IESE started in 1985. 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.

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

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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.

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: Stéphane Voisin, Head of Sustainability Research & Responsible Investment, Kepler Cheuvreux

Richard Baron manages the OECD Round Table on Sustainable Development, a high-level public-private forum to foster progress on pressing environmental questions. In 2014-15 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 1989. 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).

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17:15 “How to restore competitiveness in France?” Speaker: Nathalie Kosciusko-Morizet , Member of Parliament (France), Vice president Les Républicains Party (Former UMP), Former Minister of Ecology, Transportation & Housing Moderator: Francois Mallet, Senior Managing Director Global Head of Strategic Cooperation, Kepler Cheuvreux

Thursday 17 September

Nathalie Kosciusko-Morizet was born on May, 14th 1973. After graduating from École Polytechnique, she completed her studies by developing her interest for natural sciences at École nationale du génie rural, des eaux et des forêts (ENGREF).

In 2002, she became technical advisor for Ecology and Sustainable Development to the Prime Minister Jean-Pierre Raffarin.

In May 2002, she successfully ran in the legislative elections together with Pierre-Andrée Wiltzer in the 4th constituency of the department of Essonne. She thus became Member of Parliament in June 2002 and was reelected in 2007 and again in 2012.

In 2007, she was appointed Secretary of State for Ecology and was in charge of the Grenelle Environmental Forum. In January 2009, she became Secretary of State in charge of Strategic Planning and the Development of the Digital Economy.

She became mayor of Longjumeau in 2008.

In November 2010, she was appointed Ministry of Ecology, Sustainable Development, Transport and Housing.

In February 2012, she became spokesperson for Nicolas Sarkozy during his presidential reelection campaign.

In May 2012, she was reelected an MP for 5 years.

Since May 2014, she is Vice President of Les Républicains (Ex UMP) and she is also chief of Opposition in Paris since March 2014.

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Friday 18 September

09:00 “The mutation of the Oil Industry: Final Season Speaker: Olivier Rech, Head of Energy Research at Beyond Ratings Moderator: Stéphane Voisin, Head of Sustainability Research & Responsible Investment, Kepler Cheuvreux

He has been previously oil economist and lecturer at IFP and co-author of the IEA’s World Energy Outlook for which he developed the oil supply-side modelling. With Carbone4, he conducted strategic consulting missions for major actors of the transportation and chemical sectors and brought in-depth prospective analysis of energy markets in macro-economic policies of two major African oil producing countries. He has been co-founding partner of the investment advisor Energy Funds Advisors. He was a member of the group of experts of the National Debate on Energy Transition under the authority of the French government and contributed to several projects of the Centre d’Analyse Stratégique. He is a member of the Scientific Committee of the Goodplanet foundation

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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 1997-2011 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.

Friday 18 September

13:00 “The OECD view on Macro outlook” Speaker: Catherine Mann, OECD Chief Economist and Head of the Economics Department Moderator: Christopher Potts, Managing Director , Head of E&S Research, Kepler Cheuvreux

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.

NAME POSITION COVERAGEALMERUD Markus Analyst Capital Goods Sector Alfa Laval, Assa Abloy, Atlas Copco, Hexagon, Sandvik, SKF

ALONSO Alfredo Analyst Banks Sector Banco Popular, Banco Sabadell, Bankia, Bankinter, BBVA, CaixaBank, Santander

ARAV Julie Analyst Util ities Sector Engie, EDF, Veolia Environnement, Suez Environnement, Séché Environnement

BACCAGLIO Marco Deputy Head of Italian Equity Research

Accor, Autogril l , Brunello Cucinell i , Campari, Compass, Elior, Foll i Foll ie, Geox, Luxottica, Moncler, OVS, Safilo, Salvatore Ferragamo, Sodexo, Tod’s, World Duty Free, Yoox

BARTHELEMI Sébastien Head of Credit Research Util ities, Telecom, Construction & Materials, Retail, Metal & Mining

BENEVENTI Andrea Analyst Media Sector Axel Springer, Informa, Lagardère, NextRadioTV, Pearson, Reed Elsevier, SoLocal Group, UBM, Wolters Kluwer

BESSON Paul Head of Quant Research Execution and trading, Market Microstructure, Trading Flow analysis, Behavioral Finance, Risk premium analysis

BESSON Thomas Head of Automobile Sector Autoliv, Continental, Faurecia, FCA, Michelin, Montupet, Nokian Renkaat, Peugeot, Pirell i & 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

BOUCHENY Pierre Analyst Airl ines & Airports, Capitals good, Travel & Leisure, Metals & mining Sectors

Head of French Equity Research: Air France KLM, Areva, Blue Solutions, Merlin Entertainments, Metka Mytil ineos Holdings, Nexans, Saft

CAMPOS CLAVERO Javier Analyst Beverages, Forestry, Paper and Packaging, Capital Goods Sectors

Baron de Ley, Ence, Fluidra, Talgo

CARON Fabienne Head of Food Retail Sector Ahold, Carrefour, Casino, Delhaize, Metro, Tesco, Cnova

CASANOVA Peter Analyst Banks, Insurance Sectors

Baloise, EFG International, GAM Holding, Hannover Re, Helvetia, Munich Re, Partners Group, SCOR, Swiss Life, Swiss Re, Vontobel, Zurich Insurance

CERDAN David Analyst Small and Mid Caps Bolloré, Elis, Essilor, Eurazeo, Eurofins Scientific, Europcar, Eutelsat, GBL, Groupe Eurotunnel, Interparfums, Neopost, SES, Technicolor, Teleperformance, Wendel

COM Anne-Charlotte Credit Research Bank and Insurance Debt & Credit Analyst

DAURE Laurent Head of ITSoftware & services Sector

Alten, Altran Technologies, Atos, Cap Gemini, Dassault Systemes, GFI Informatique, Rentabil iweb, SAP, Sopra, Steria, Tietoenator, Worldline

EGUSQUIZA Iñigo Head of Iberian Research Acerinox, Atresmedia, C F Alba, CAF, DIA, Ebro Foods, Jeronimo Martins, Melia Hotels International, NH Hoteles, Prisa, Prosegur, Mediaset España, Tubacex, Vidrala, Viscofan, Vocento

ELIASON Johan Analyst Capital goods, Transport, Home & apparel Sectors

Cargotec, Electrolux, FLSmidth, Husqvarna, Konecranes, Maerk, Metso, Outotec, Valmet, Wärtsilä

FERRER Joaquin Analyst Infrastructure Sector Abertis, ACS, Aena, FCC, Ferrovial, OHL, Sacyr, Zardoya, Hochtief

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.

NAME POSITION COVERAGEGARRANA Edouard Technical analyst Technical analyst

GENES Clément Economics & Strategy Analyst Economics & Strategy Analyst

HAZRA Sudip ESG Research ESG Research

HUSSON-DUMOUTIER Aurélie

Analyst Food, Home & Apparel, General retail Sectors

Bic, Darty, FNAC

JAFS Mikael Head of Nordic Research, Head of Pulp and paper Sector Research

Ahlstrom, Bil lerudKorsnas, Holmen, Mayr-Meinhof Karton AG, Metsa Board, Norske Skog, SCA, SmurfitKappa, Stora Enso, UPM

KOCH Richard Analyst Food, Pharma & biotech, Medtech &services Sectors

Aarhuskarlshamm, Chr. Hansen, Coloplast, Elekta, Getinge, Novo Nordisk, Novozymes, Swedish Orphan Biovitrum

MENARD Christophe Head of Aerospace & Defence Sector Research

Airbus Group, BAE Systems, Cobham plc, Dassault Aviation, Finmeccanica, Lisi, MTU Aero Engines, Rolls Royce Holdings Plc, Safran, Thales, Ultra Electronics, Zodiac Aerospace

MULDER Andre Analyst Construction & materials, Transport, Oil services, Support services, Capital goods Sectors

Arcadis, Austrian Post, BAM, Boskalis, Bpost, Deutsche Post, Fugro, Heijmans, PostNL, SBM Offshore, TNT Express, Vopak

OLOFSEN Peter Analyst Capital goods, It hardware &telco eqpmt, Chemicals, Semis Sectors

Aalberts, ASM International, BESI, Osram, Phil ips, Ten Cate, TKH Group, TomTom, Umicore

O'SHEA Conor Head of Media sector Research BSkyB, Havas, Ipsos, ITV, JC Decaux, M6, ProsiebenSat1, Publicis Groupe, RTL Group, Sky Deutschland, TF1, Vivendi, WPP

PLUIJGERS Hans Head of Benelux Research Adecco, Brunel International, Hays, Michael Page, Randstad, USG People

PORTA Jose Analyst Util ities Sector Acciona, EDP, EDR Renovaveis, Enagas, Endesa, Gamesa, Gas Natural, Iberdrola, REE

POTTS Christopher Head of Economics and Strategy Head of Economics and Strategy

PUJAL Josep Head of Construction & Building Materials Sector Research

Bouygues, CRH, Eiffage, HeidelbergCement, Holcim-Lafarge, Imerys, Saint-Gobain, Vicat, Vinci

ROEDIGER Martin Analyst Chemicals Sector Air Liquide, Arkema, Brenntag, DSM, Evonik, Fuchs Petrolub, H&R, Lanxess, Linde, Solvay

ROGER Kevin Analyst Oil services Sector Technip, Saipem, Subsea 7

ROLLAND Catherine Head of Luxury Goods Sector Research

Beiersdorf, Christian Dior, Diageo, Hermès, Kering, L‘Oréal, LVMH, Pernod Ricard, Prada, Rémy Cointreau

SCOTTI Charles-Louis Equity Research Analyst: Media, Construction & materials, Support services, Oil services

Gameloft, Rubis, Spie, Tarkett

SZTABOWICZ Sébastien Head of Hardware & Telco Equipment Sector Research

Alcatel-Lucent, Axway Software, Ericsson, Gemalto, Ingenico, Nokia, Software AG, Wirecard

VOISIN Stéphane Head of Sustainabil ity Research & Responsible Investment

Head of Sustainabil ity Research & Responsible Investment

Conference Venue (New!) / Access Map

Access: Metro line 6: Bir Hakeim RER line C: Champs de Mars – Tour Eiffel Parking de Paris: 18 Avenue de Suffren

Le Pullman Tour Eiffel 18 avenue de Suffren – entrance 22 rue Jean Rey 75015 Paris Tel.: + 33 1 44 38 56 00 - Email: h7229@accor.com Website to book a room: Click here Room rate: 319 €

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 (10th floor)

Wine Tasting Entertainment

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

Fitness Start Start your day by joining us in a 45min work out on the ‘Champs de Mars’ led by a fitness instructor. Thursday 17 September From 7:00am – Meeting point: Pullman Hotel Entrance

Updated on August 28h