Program
BAADER HELVEA SWISS EQUITIES CONFERENCE
10 – 11 January 2019 Grand Resort Bad Ragaz, Switzerland
CONTACTS @ BAADER HELVEA
Lukas Burkart, Head of Equity Sales T +49 89 5150 1858, [email protected] Andreas von Arx, Head of Equity Research Switzerland T +41 43 388 9257, [email protected] Reto Amstalden, Equity Research T +41 43 388 9261, [email protected]
www.baaderbank.com Enable Change in Banking. Baader Helvea Swiss Equities Conference 10 – 11 January 2019
PRESENTING COMPANIES
67 companies have agreed to participate in the Swiss Equities Conference 2019:
Bloomberg Reuters Company name ticker ticker Sector Addex Therapeutics ADXN SE ADXN.S Pharma & Healthcare Adecco Group ADEN SE ADEN.S Business Services & Logistics ARBONIA ARBN SE ARBNO.S Construction Ascom ASCN SE ASCN.S Technology Baloise BALN SE BALN.S Banks & Insurance Basilea (one-on-one only) BSLN SE BSLN.S Pharma & Healthcare BB Biotech (one-on-one only) BION SW BION.S Pharma & Healthcare BKW AG BKW SE BKWB.S Utilities Bossard BOSN SE BOS.S Industrials Bucher Industries BUCN SE BUCN.S Industrials Cembra Money Bank CMBN SE CMBN.S Banks & Insurance Clariant CLN SE CLN.S Chemicals COLTENE CLTN SE CLTN.S Pharma & Healthcare Compagnie Financière Tradition (one-on-one only) CFT SE CFT.S Banks & Insurance Conzzeta CON SE CONC.S Industrials Dätwyler Holding Inc. DAE SE DAE.S Technology dormakaba DOKA SE DOKA.S Industrials Dufry DUFN SE DUFN.S Consumer & Retail EFG International EFGN SE EFGN.S Banks & Insurance Evolva (one-on-one only) EVE SE EVE.S Chemicals Galenica GALE SE GALE.S Consumer & Retail GAM Holding (one-on-one only) GAM SE GAM.S Banks & Insurance Geberit GEBN SE GEBN.S Industrials Givaudan GIVN SE GIVN.S Consumer & Retail Gurit GUR SE GUR.S Chemicals HBM Healthcare Investments AG (one-on-one only) HBMN SE HBMN.S Pharma & Healthcare Helvetia (one-on-one only) Heln SE HELN.S Banks & Insurance Huber+Suhner HUBN SE HUBN.S Technology Idorsia IDIA SE IDIA.S Pharma & Healthcare Inficon IFCN SE IFCN.S Industrials Komax KOMN SE KOMN.S Industrials Kuehne + Nagel KNIN SE KNIN.S Business Services & Logistics LafargeHolcim LHN SW LHN.S Construction Landis+Gyr LAND SE LANDI.S Technology Lonza Group LONN SE LONN.S Chemicals
2 www.swissequitiesconference.com Baader Helvea Swiss Equities Conference 10 – 11 January 2019
PRESENTING COMPANIES
67 companies have agreed to participate in the Swiss Equities Conference 2019:
Bloomberg Reuters Company name ticker ticker Sector Metall Zug (one-on-one only) METN SE METN.S Industrials Molecular Partners (one-on-one only) MOLN SE MOLN.S Pharma & Healthcare OC Oerlikon OERL SE OERL.S Industrials Orascom ODHN SE ODHN.S Real Estate ORIOR ORON SE ORON.S Consumer & Retail Panalpina (one-on-one only) PWTN SE PWTN.S Business Services & Logistics Partners Group PGHN SE PGHN.S Banks & Insurance Rieter Management AG RIEN SE RIEN.S Consumer & Retail Roche ROG SE ROG.S Pharma & Healthcare SCHMOLZ + BICKENBACH AG (one-on-one only) STLN SE STLN.S Basic Resources Schweiter Technologies SWTQ SE SWTQ.S Technology SENSIRION SENS SE SENSI.S Technology SFS Group SFSN SE SFSN.S Industrials Siegfried Holding SFZN SE SFZN.S Chemicals Sika SIKA SE SIKA.S Chemicals Sonova SOON SE SOON.S Pharma & Healthcare Straumann STMN SE STMN.S Pharma & Healthcare Sulzer SUN SE SUN.S Industrials Swiss Life SLHN SE SLHN.S Banks & Insurance Swissquote SQN SE SQN.S Banks & Insurance Swiss Re SREN SE SRENH.S Banks & Insurance Tamedia TAMN SE TAMN.S Consumer & Retail u-blox UBXN SE UBXN.S Technology Valiant VATN SE VATN.S Banks & Insurance Valora VALN SE VALN.S Consumer & Retail VAT Group VACN SE VACN.S Industrials Vetropack (one-on-one only) VET SE VET.S Industrials Vifor Pharma VIFN SE VIFN.S Pharma & Healthcare Vontobel VONN SE VONN.S Banks & Insurance VZ Holding (one-on-one only) VZN SE VZN.S Banks & Insurance Zur Rose Group AG (one-on-one only) ROSE SE ROSEG.S Consumer & Retail Zurich Insurance Group (one-on-one only) ZURN SE ZURN.S Banks & Insurance
As of 10 January 2019
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Baader Helvea Swiss Equities Conference 10 – 11 January 2019
PRESENTATIONS – THURSDAY, 10 JANUARY 2019
08:00 Coffee & registration TRACK 1 TRACK 2 TRACK 3 08:30 – 09:15 Sonova Gurit COLTENE Hartwig Grevener, CFO Rudolf Hadorn, CEO Gerhard Mahrle, CFO Angelo Quabba, CFO Martin Schaufelberger, CEO 09:20 – 10:05 Sika Rieter Management AG Geberit Adrian Widmer, CFO Norbert Klapper, CEO Christian Buhl, CEO Dominik Slappnig, Joris Gröflin, CFO Head of CC & IR 10:10 Coffee break 10:30 – 11:15 Lonza Group Swiss Life Roche Sven Abend, COO Lonza Thomas Buess, CFO Dr. Michael Heuer, CEO Specialty Ingredients Matthias Aellig, CRO Roche Diagnostics Dr. Kristin Köhler, IR 11:20 – 12:05 Komax Siegfried Holding Baloise Matijas Meyer, CEO Dr. Wolfgang Wienand, Carsten Stolz, CFO Roger Müller, CEO Markus Holtz, IR Head of IR & CC Dr. Reto Suter, CFO 12:10 – 12:55 OC Oerlikon BKW AG Cembra Money Bank Jürg Fedier, CFO Ronald Trächsel, CFO Robert Oudmayer, CEO Franziska Stein, IR Thomas Herren, IR Pascal Perritaz, CFO 13:00 Lunch 14:15 – 15:00 Sulzer Orascom EFG International Greg Poux-Guillaume, CEO Khaled Bichara, CEO Dimitris Politis, CFO Christoph Ladner, Head of IR Ashraf Nessim, CFO Jens Brueckner, Head of IR 15:05 – 15:50 Clariant Landis+Gyr Bucher Industries Patrick Jany, CFO Richard Mora, CEO Jacques Sanche, CEO Dr. Anja Pomrehn, Head of IR Christian Waelti, IR Manuela Suter, CFO 15:55 Coffee break 16:15 – 17:00 Bossard Dufry Vontobel David Dean, Group CEO Andreas Schneiter, CFO Zeno Staub, CEO Stephan Zehnder, Group CFO Renzo Radice, Global Head Michèle Schnyder, Head of IR IR & CC 17:05 – 17:50 LafargeHolcim Ascom Schweiter Technologies Jan Jenisch, CEO Holger Cordes, CEO Dr. Heinz O. Baumgartner, Swetlana Iodko, Head of IR Dr. Daniel Lack, Senior VP CEO Legal & Communications / IR 17:50 End
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PRESENTATIONS – FRIDAY, 11 JANUARY 2019
08:00 Coffee & registration TRACK 1 TRACK 2 TRACK 3 08:15 – 09:00 Kuehne + Nagel Partners Group Inficon Markus Blanka-Graff, CFO Philip Sauer, Co-Head Group Lukas Winkler, CEO Christopher Combé, Finance & Corporate Head of IR Development Alex Soppera, Corporate Development 09:05 – 09:50 SFS Group Huber+Suhner Conzzeta Jens Breu, CEO Urs Ryffel, CEO Michael Willome, Claude Stadler, Ivo Wechsler, CFO Group CEO Conzzeta Head of CC & IR Michael Staeheli, Head of IR & CC 09:55 Coffee break 10:10 – 10:55 Straumann SENSIRION ORIOR Dr. Peter Hackel, CFO Dr. Marc von Waldkirch, CEO Daniel Lutz, CEO Fabian Hildbrand, Head of Dr. Andrea Wüest, Milena Mathiuet, Investor Communications & Director IR and M&A Head of CC & IR Market Analysis 11:00 – 11:45 dormakaba Idorsia Swissquote Riet Cadonau, Andrew C. Weiss, Michael Ploog, CFO Chairman & CEO Member of Leadership Siegfried Schwirzer, Team/Head of IR & CC Head of IR 11:50 – 12:35 VAT Group Swiss Re Tamedia Mike Allison, CEO Martin Müller, Corporate Christoph Tonini, CEO Michel Gerber, Solutions CFO Head of CC & IR Daniel Bischof, IR 12:40 – 13:25 Addex Therapeutics (Presentation Tim Dyer, CEO parallel to lunch) 12:35 Lunch 13:35 – 14:20 Givaudan Galenica ARBONIA Tom Hallam, CFO Felix Burkhard, CFO Alexander von Witzleben, CEO Peter Wullschleger, Head of IR Fabienne Zürcher, Head of CC 14:25 – 15:10 Dätwyler Holding Inc. Vifor Pharma Valora Reto Welte, CFO Colin Bond, CFO Tobias Knechtle, CFO Annette Martin, Head of IR 15:15 – 16:00 Adecco Group u-blox Valiant Hans Ploos van Amstel, CFO Thomas Seiler, CEO Markus Gygax, CEO Nicholas de la Grense, Joachim Matha, Head of IR Head of IR 16:00 End
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Baader Helvea Swiss Equities Conference 10 – 11 January 2019
ONE-ON-ONE MEETINGS ONLY
10 JANUARY 2019
. BB Biotech . u-blox Dr. Silvia Siegfried-Schanz, IR Thomas Seiler, CEO . Conzzeta . VZ Holding Michael Willome, Rafael Pfaffen, CFO Group CEO Conzzeta . Zur Rose Group AG Michael Staeheli, Marcel Ziwica, CFO Head of IR & CC . Zurich Insurance Group . Givaudan Gianni Vitale, IR Tom Hallam, CFO Samuel Han, IR Peter Wullschleger, Head of IR . HBM Healthcare Investments AG Erwin Troxler, CFO Dr. Dominique Küttel, Head BD
11 JANUARY 2019
. Basilea . LafargeHolcim Dr. Laurenz Kellenberger, Chief Scientific Officer Jan Jenisch, CEO Dr. Peer Nils Schröder, Head of CC & IR Swetlana Iodko, Head of IR . Bossard . Metall Zug David Dean, Group CEO Dr. Jürg Werner, CEO Stephan Zehnder, Group CFO Daniel Keist, CFO . Bucher Industries . Molecular Partners Jacques Sanche, CEO Andreas Emmenegger, CFO Manuela Suter, CFO Thomas Schneckenburger, Head of IR . Compagnie Financière Tradition . Panalpina Patrick Combes, CEO Robert Erni, CFO François Brisebois, Group CFO . SCHMOLZ + BICKENBACH AG . Evolva, Matthias Wellhausen, CFO Oliver Walker, CEO Dr. Ulrich Steiner, Head of IR & CC Paul Verbraeken, Head of IR . Schweiter Technologies . GAM Holding Dr. Heinz O. Baumgartner, CEO Patrick Zuppiger, Head of IR . Vetropack Jessica Grassi, IR David Zak, CFO . Helvetia Paul Norton, CFO Susanne Tengler, Head of IR
6 www.swissequitiesconference.com Baader Helvea Swiss Equities Conference 10 – 11 January 2019
EVENING EVENT
DATE START EVENING VENUE DRESSCODE Wednesday, 19:00 Informal Dinner Business Casual 9 JANUARY 2019 Grand Resort Bad Ragaz Restaurant "Bel-Air" Bernhard-Simonstrasse 7310 Bad Ragaz Switzerland Thursday, 19:30 Aperitif & Gala-Dinner Business 10 JANUARY 2019 Grand Hotel Hof Ragaz Restaurant "Olives d'Or" Bernhard-Simonstrasse 7310 Bad Ragaz Switzerland
CONTACT DETAILS
For Investors Equity Sales
Tanja Großschädl Lukas Burkart T +49 89 5150 1884 T +49 89 5150 1858 [email protected] [email protected]
For Companies Equity Research
Katja Wilke Reto Amstalden Andreas von Arx T +49 89 5150 1886 T +41 43 388 9261 T +41 43 388 9257 [email protected] [email protected] [email protected]
www.swissequitiesconference.com 7
Baader Helvea Swiss Equities Conference 10 – 11 January 2019
www.baaderbank.com Enable Change in Banking.
8 www.swissequitiesconference.com