Baader Investment Conference 2021 - Program
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Baader Investment Conference 2021 - Program Conference Venue: Sotel Munich Bayerpost, Bayerstrasse 12 , 80335 Munich – Germany 20 September 2021 Timeline presentations Monday, 20 September 2021 09:45 Opening of registration counters 10:50 - 11:30 Forum 1 Forum 2 Forum 3 (CEST) Zur Rose Group AG* Idorsia EQS Group Marcel Ziwica (CFO) Andrew C. Weiss Achim Weick (CEO), (Member of Leadership Team/Head of André Silvério Marques (CFO) IR & CC) 11:40 - 12:20 Forum 1 Forum 2 Forum 3 (CEST) Symrise* HBM Healthcare Investments AG* Meyer Burger* Dr. Heinz-Jürgen Bertram (CEO) Erwin Troxler (CFO) Dr. Gunter Erfurt (CEO) 12:30 - 13:10 Forum 1 Forum 2 Forum 3 (CEST) adidas* Encavis Gurit* Sebastian Steen (Head of IR) Dr. Christoph Husmann (CFO) Philippe Wirth (CFO) 13:10 - 14:00 Lunch 14:00 - 14:40 Forum 1 Forum 2 Forum 3 (CEST) ANDRITZ* Incon* BRAIN Biotech AG Dr. Michael Buchbauer Lukas Winkler (CEO) Lukas Linnig (CFO) (Head of Group Finance) 14:50 - 15:30 Forum 1 Forum 2 Forum 3 (CEST) Heidelberger Druckmaschinen* Sixt SE Cembra Money Bank** Marcus A. Wassenberg (CFO) Prof. Dr. Kai Andrejewski (CFO) Holger Laubenthal (CEO), Pascal Perritaz (CFO) 15:40 - 16:20 Forum 1 Forum 2 Forum 3 (CEST) Dürr* HUGO BOSS* Coloplast* Dietmar Heinrich (CFO) Christian Stöhr (Head of IR) Aleksandra Dimovska (IR) 16:20 - 16:40 Coee break 16:40 - 17:20 Forum 1 Forum 2 Forum 3 (CEST) AUTO1* STEICO SE Zeal Network* Markus Boser (CFO) Dr. David Meyer (CFO) Jonas Mattsson (CFO) 17:30 - 18:10 Forum 1 Forum 2 Forum 3 (CEST) K+S* ATAI Life Sciences AG* Inmobiliaria Colonial* Dr. Burkhard Lohr (CEO) Florian Brand (Co-Founder & CEO) Carlos Krohmer (Chief Corporate Srinivas Rao (CSO) Development Ocer) 18:10 End As of 24 September 2021 The conference language is English. * Virtual participation ** Hybrid participation Monday, 20 September 2021 Overview one-on-one only meetings (sorted by market cap) ⁄ Linde plc*: Juan Pelaez (VP IR) ⁄ Zurich Insurance Group Ltd.*: Samuel Han (IR), Fabian Wiederkehr (IR) ⁄ BMW Group: Tanja Seiler (IR), Mirjam Wiper (IR) ⁄ Henkel*: Lars Korinth (Head of IR) ⁄ Swiss Re*: Daniel Bischof (IR), Chiara Mantovani (IR) ⁄ E.ON*: Martin Jäger (IR), Andreas Thielen (IR) ⁄ Deutsche Bank*: Silke Nicole Szypa (IR), Philip Teuchner (IR) ⁄ Fresenius SE*: Florian Feick (VP IR & Sustainability) ⁄ Ryanair*: Tracey McCann (Ryanair DAC CFO) ⁄ Hannover Rück SE*: Silke Sehm (Member of the Executive Board) ⁄ UCB*: Antje Witte (Head of IR) ⁄ TRATON*: Rolf Woller (Head of Treasury & IR) ⁄ ASM International: Victor Bareño (IR) ⁄ VEOLIA*: Ronald Wasylec (Deputy CFO/Head of IR) ⁄ Swiss Life*: Rolf Winter (IR), Martina Bihr (IR) ⁄ Swedish Match*: Emmett Harrison (SVP IR) ⁄ CNP Assurances*: Khalil Tabbi (Head of IR) ⁄ Baloise*: Markus Holtz (Head of IR) ⁄ Fuchs Petrolub: Lutz Ackermann (Head of IR) ⁄ DKSH*: Till Leisner (Head of Investor & Media Relations) ⁄ Vontobel*: Francesco Sigillo (IR) ⁄ Imerys*: Vincent Gouley (Head of IR & Financial Communication) ⁄ dormakaba: Siegfried Schwirzer (Head of IR) ⁄ Valora*: Michael Müller (CEO), Beat Fellmann (CFO) ⁄ Rieter Management*: Kurt Ledermann (CFO) ⁄ GERRY WEBER INTERNATIONAL AG: Angelika Schindler-Oberhaus (CEO), Florian Frank (CFO) 21 September 2021 Timeline presentations Tuesday, 21 September 2021 8:00 Opening of registration counters 09:00 - 09:40 Forum 1 Forum 2 Forum 3 (CEST) Wendel Global Fashion Group* JOST Werke* Olivier Allot (Head of IR) Christoph Barchewitz (Co-CEO) Dr. Christian Terlinde (CFO) 09:50 - 10:30 Forum 1 Forum 2 Forum 3 (CEST) Givaudan* IMMOFINANZ AG* Basilea* Tom Hallam (CFO) Stefan Schönauer (CFO) Adesh Kaul (CFO) 10:30 - 10:50 Coee break 10:50 - 11:30 Forum 1 Forum 2 Forum 3 (CEST) MTU Aero Engines AG Carl Zeiss Meditec ACCOR* Matthias Spies (IR) Sebastian Frericks (Head of IR) Pierre-Loup Etienne (SVP IR) 11:40 - 12:20 Forum 1 Forum 2 Forum 3 (CEST) NEMETSCHEK GROUP* PATRIZIA AG* COMET Group* Dr. Axel Kaufmann (Spokesman of the Karim Bohn (CFO) Kevin Crofton (CEO), Board & CFOO) Elisabeth Pataki (CFO) 12:30 - 13:10 Forum 1 Forum 2 Forum 3 (CEST) Fuchs Petrolub Aurubis* Dagmar Steinert (CFO) Roland Harings (CEO) 13:10 - 14:00 Lunch 14:00 - 14:40 Forum 1 Forum 2 Forum 3 (CEST) Novo Nordisk* ProSiebenSat.1 Media SE* DIC Asset Ann Søndermølle Rendbæk (IR) Dirk Voigtländer (Head of IR) Patrick Weiden (Member of the Board) 14:50 - 15:30 Forum 1 Forum 2 Forum 3 (CEST) Fielmann* Software AG* CA Immobilien Anlagen AG* Georg Alexander Zeiss (CFO) Dr. Matthias Heiden (CFO) Mag. Christoph Thurnberger (Head of Capital Markets) 15:40 - 16:20 Forum 1 Forum 2 Forum 3 (CEST) Datwyler Holding Inc.* AURELIUS* Deutsche Konsum REIT-AG* Dirk Lambrecht (Group CEO) Matthias Täubl (CEO) Rolf Elgeti (CEO), Christian Hellmuth (CFO) 16:20 - 16:40 Coee break 16:40 - 17:20 Forum 1 Forum 2 Forum 3 (CEST ALSO Holding* Prof. Dr. Ing. Gustavo Möller-Hergt (CEO), Dr. Ralf Retzko (CFO) 17:30 - 18:10 Forum 1 Forum 2 Forum 3 (CEST) All for One Group SE* Stefan Land (CFO) 18:10 End As of 24 September 2021 The conference language is English. * Virtual participation ** Hybrid participation Tuesday, 21 September 2021 Overview one-on-one only meetings (sorted by market cap) ⁄ Nestlé*: Luca Borlini (Head of IR) ⁄ Roche*: Dr. Bruno Eschli (IR), Dr. Birgit Masjost (IR) ⁄ Novartis: Isabella Zinck (IR) ⁄ Allianz*: Tobias Rupp (IR), Christian Lamprecht (IR) ⁄ Equinor*: Helge Haugane (SVP Gas & Power) ⁄ Danone: Juergen Esser (CFO) ⁄ Haier Smart Home*: Anita Sun (IR) ⁄ Deutsche Börse*: Jan Strecker (Head of IR) ⁄ ArcelorMittal*: Hetal Patel (IR) ⁄ Repsol*: Ramón Alvarez-Pedrosa (Head of IR) ⁄ Smith & Nephew*: Andrew Swift (VP IR) ⁄ Evonik Industries: Tim Lange (Head of IR) ⁄ KION GROUP AG*: Sebastian Ubert (Head of IR) ⁄ Talanx*: Dr. Jan Wicke (CFO) ⁄ DWS Group*: Oliver Flade (Head of IR) ⁄ Bechtle**: Martin Link (Head of IR), Ilka Freund, IR ⁄ Schaeer**: Renata Casaro (Head of IR) ⁄ Dufry: Dr. Kristin Köhler (Head of IR) ⁄ PSP Swiss Property: Vasco Cecchini (CCO & Head of IR) ⁄ freenet AG: Ingo Arnold (CFO) ⁄ ADLER Group*: Maximilian Rienecker (Co-CEO), Thierry Beaudemoulin (Co-CEO) ⁄ alstria oce REIT*: Alexander Dexne (CFO) ⁄ PGS*: Bard Stenberg (VP IR & CC) ⁄ Bekaert*: Dries Van Hamme (IR) ⁄ Bilnger*: Bettina Schneider (Head of Treasury & IR), Sascha Bamberger (Head of Financial Reporting & Shareholder Relations) ⁄ Deutsche EuroShop*: Wilhelm Wellner (CEO), Olaf Borkers (CFO) 22 September 2021 Timeline presentations Wednesday, 22 September 2021 8:00 Opening of registration counters 09:00 - 09:40 Forum 1 Forum 2 Forum 3 (CEST) Drägerwerk AG & Co. KGaA* Eurazeo* DEMIRE Thomas Fischler (Head of Treasury & IR) Pierre Bernardin (Head of IR) Tim Brückner (CFO) 09:50 - 10:30 Forum 1 Forum 2 Forum 3 (CEST) Ströer SE & Co. KGaA* Deutsche Industrie REIT-AG* Henning Gieseke (CFO) Rolf Elgeti (CEO), René Bergmann (CFO) 10:30 - 10:50 Coee break 10:50 - 11:30 Forum 1 Forum 2 Forum 3 (CEST) OMV* SHOP APOTHEKE EUROPE* PIERER Mobility AG* Reinhard Florey (CFO) Jasper Eenhorst (CFO) Viktor Sigl (Member of the Board), Hubert Trunkenpolz (Member of the Board) 11:40 - 12:20 Forum 1 Forum 2 Forum 3 (CEST) Partners Group* Wacker Chemie** u-blox Philip Sauer (Co-Head Group Finance & CD) Dr. Susanne Leonhartsberger Thomas Seiler (CEO) (President BIOSOLUTIONS) 12:30 - 13:10 Forum 1 Forum 2 Forum 3 (CEST) Aroundtown* MorphoSys Westwing Frank Roseen (Member of Board of Sung Lee (CFO) Sebastian Säuberlich (CFO) Directors) Oschrie Massatschi (Member of the Board of Directors) 13:10 - 14:00 Lunch 14:00 - 14:40 Forum 1 Forum 2 Forum 3 (CEST) Zalando* AIXTRON SE* Nabaltec Patrick Koer (Head of IR) Guido Pickert (VP IR & CorpCom) Johannes Heckmann (CEO), Günther Spitzer (CFO) 14:50 - 15:30 Forum 1 Forum 2 Forum 3 (CEST) ABOUT YOU* ADVA Optical Networking NORMA Group Hannes Wiese (Co-CEO) Brian Protiva (CEO) Annette Stieve (CFO) 15:40 - 16:20 Forum 1 Forum 2 Forum 3 (CEST) Clariant HomeToGo* POLYTEC HOLDING AG* Stephan Lynen (CFO) Steen Schneider (CFO) Peter Haidenek (CFO) 16:20 - 16:40 Coee break 16:40- 17:20 Forum 1 Forum 2 Forum 3 (CEST) Hypoport* Zumtobel* NFON AG* Ronald Slabke (CEO) Alfred Felder (CEO) Jan-Peter Koopmann (CTO) 17:30 - 18:10 Forum 1 Forum 2 Forum 3 (CEST) Koenig & Bauer AG* Hapag-Lloyd* RATIONAL* Dr. Stephen M. Kimmich (CFO) Heiko Homann (Head of IR) Dr. Peter Stadelmann (CEO) 18:10 End As of 24 September 2021 The conference language is English. * Virtual participation ** Hybrid participation Wednesday, 22 September 2021 Overview one-on-one only meetings (sorted by market cap) ⁄ SAP*: Stefan Gruber (Head of IR) ⁄ Volkswagen*: Ulrich Hauswaldt (IR), Andreas Kowalczyk (IR) ⁄ BASF SE*: Dr. Lars Budde (Deputy Head of IR), Benjamin Solms-Rusch (IR - SRI investors) ⁄ Continental: Bernard Wang (Head of IR) ⁄ PUMA: Moritz Schneidmüller (Head of Corporate Strategy) ⁄ Solvay*: Bisser Alexandrov (IR), Georoy d'Oultremont (IR) ⁄ Brenntag*: Georg Müller, CFO ⁄ Covestro: Ronald Köhler (Head of IR) ⁄ Telefónica Deutschland Holding: Marion Polzer (Head of IR) ⁄ United Internet AG*: Dominic Grossmann (Co-Head IR), Stephan Gramkow (Co-Head IR) ⁄ Commerzbank*: Michael Klein (IR), Jutta Madjlessi (IR) ⁄ HOCHTIEF*: Tobias Loskamp (IR), Nadine Wärmer (IR) ⁄ Siltronic*: Dr. Christoph vpn Plotho (CEO) ⁄ Jungheinrich*: Andrea Bleesen (Head of IR) ⁄ METRO AG*: Dr. Hendrik Finger (IR), Verena Werth (IR) ⁄ Flughafen Wien*: Dr. Günther Ofner (CFO) ⁄ RHI Magnesita*: Ian Botha (CFO) ⁄ NEXITY*: Thierry Cherel (IR), Géraldine Bop (IR) ⁄ KWS SAAT SE & Co. KGaA*: Peter Vogt (Head of IR) ⁄ EFG International*: Dimitris Politis (CFO) ⁄ Hamburger Hafen und Logistik*: Dr. Roland Lappin (CFO) ⁄ Salzgitter*: Markus Heidler (Head of IR) ⁄ H&R GmbH & Co. KGaA*: Niels H. Hansen (CEO), Alexander Reinsch (CFO) ⁄ Rosenbauer International AG*: Tiemon Kiesenhofer (Head or IR & CC) 23 September 2021 Timeline presentations Thursday, 23 September 2021 8:00 Opening of registration counters 09:00 - 09:40 Forum 1 Forum 2 Forum 3 (CEST) thyssenkrupp* CECONOMY* CORESTATE Capital Group Dr.