18th German Corporate Conference Programme Frankfurt, 21 – 23 January 2019 Nearly 180 companies already confirmed their participation Tue 1&1 Drillisch AG* Mon, Tue Covestro AG Wed H&R KGaA* Tue MTU Aero Engines AG Wed STRATEC AG Wed Aareal Bank AG Wed CropEnergies AG Mon Hamburger Hafen und Logistik AG Wed Munich Re* Mon Ströer SE & Co. KGaA Mon-Wed adidas Group* Mon CTS EVENTIM AG & Co. KG aA* Wed Hannover Rück SE Tue Mutares AG Tue Südzucker AG* Wed Adler Modemärkte AG Wed Delivery Hero SE Wed Hapag-Lloyd Aktiengesellschaft Tue NEMETSCHEK SE Tue Symrise AG Mon ADLER Real Estate AG* Wed Deutsche Börse AG Wed Hawesko Holding AG* Tue Nordex SE Mon TAG Immobilien AG Wed AGRANA Beteiligungs-AG* Tue Deutsche EuroShop AG* Mon HeidelbergCement AG Mon ,Wed NORMA Group SE Wed TAKKT AG Wed AIXTRON SE* Wed Deutsche Lufthansa AG Mon Heidelberger Druckmaschinen AG Tue OSRAM Licht AG Wed Talanx AG* Wed Allianz SE* Wed Deutsche Pfandbriefbank AG Tue HELLA KGaA Hueck & Co.* Tue PALFINGER AG Tue Tele Columbus AG* Tue alstria office REIT-AG* Mon Deutsche Telekom AG* Tue HOCHTIEF Aktiengesellschaft* Mon PATRIZIA Immobilien AG Tue Telefónica Deutschland Holding AG Wed ANDRITZ AG* Mon Deutsche Wohnen AG Tue, Wed Hugo Boss AG Mon Pfeiffer Vacuum Technology AG* Tue thyssenkrupp AG* Tue Aroundtown S.A. Mon Deutz AG Tue IMMOFINANZ AG Tue PORR AG Tue TLG IMMOBILIEN AG Mon AT&S AG Mon,Tue Dialog Semiconductor plc Mon innogy SE* Tue Porsche Automobil Holding SE* Wed TOM TAILOR Holding SE* Tue Aurubis AG Wed Drägerwerk AG & Co. KGaA Mon Instone Real Estate Group AG Tue,Wed ProCredit Holding AG Tue, Wed TUI Group Mon Austrian Post Tue, Wed Dürr AG Mon JENOPTIK AG Mon ProSiebenSat.1 Media SE Mon UBM Development AG* Mon Axel Springer SE Tue ElringKlinger AG Tue JOST Werke AG Mon QIAGEN N.V. Mon Uniper SE* Wed BAUER AG Wed ENCAVIS AG Tue Jungheinrich AG Wed Raiffeisen Bank International AG* Wed UNIQA Insurance Group AG* Wed BAWAG Group AG Mon E.ON SE* Mon, Wed K+S Aktiengesellschaft Tue RATIONAL AG Tue United Internet AG* Mon, Tue Bayer AG* Wed Erste Group Bank AG* Tue Kapsch TrafficCom AG Tue Rheinmetall AG Wed Vapiano SE* Wed BayWa AG* Mon, Tue Evonik Industries AG* Tue KION Group AG Mon RHI Magnesita NV Tue VARTA AG Wed Befesa S.A. Tue Evotec AG Tue Klöckner & Co SE Mon RHÖN-KLINIKUM AG* Mon VERBUND AG Tue Bertrandt AG* Wed FACC AG Mon, Tue Knorr-Bremse AG Mon RIB Software SE Wed VIENNA INSURANCE GROUP AG Tue Bilfinger SE Wed Fielmann AG Mon Koenig & Bauer AG Tue Rosenbauer International AG Mon voestalpine AG Mon Biotest AG* Wed FinTech Group AG Tue Krones AG Mon RTL Group SA* Tue, Wed Volkswagen AG Tue, Wed BMW AG* Mon FlixMobility* Mon KWS SAAT SE* Mon RWE AG* Mon Vonovia SE Mon,Tue Brenntag AG* Wed Flughafen Wien AG* Mon, Tue LANXESS AG Wed S&T AG Tue Vossloh AG* Tue CA Immobilien Anlagen AG Tue Formycon AG Mon LEG Immobilien AG Mon Salzgitter AG Mon VTG Aktiengesellschaft Mon CANCOM SE* Wed FRAPORT AG Mon Lenzing AG* Tue Sartorius AG Mon Wacker Chemie AG Tue Carl Zeiss Meditec AG Tue freenet AG* Tue LEONI AG* Tue Schaeffler AG* Tue Wacker Neuson Group* Schoeller-Bleckmann Oilfield Tue CECONOMY AG* Mon Fresenius Medical Care AG & Co. KGaA Wed M1 KLINIKEN AG Mon Tue Wienerberger AG Equipment AG Mon, Tue Celonis SE Mon, Tue Fresenius SE & Co. KGaA Mon Mayr-Melnhof Karton AG* Mon Semperit AG Holding Wed Wirecard AG Wed CEWE Stiftung & Co. KGaA Tue FUCHS PETROLUB SE* Mon MEDIOS AG Tue SGL CARBON SE Wed XING SE* Wed comdirect bank AG Wed Gerry Weber International AG* Mon Merck KGaA Wed SHOP APOTHEKE EUROPE N.V. Wed Zeal Network SE Wed CompuGroup Medical SE Wed GFT Technologies SE Wed METRO AG* Wed SPORTTOTAL AG* Wed zooplus AG Mon, Tue Continental AG* Tue GRAMMER AG* Mon MorphoSys AG Mon,Tue Stabilus S.A. Wed Zumtobel Group AG Mon CORESTATE Capital Holding S.A. Mon Grand City Properties Wed MPC Capital* Wed STRABAG SE Wed Zalando SE* *One-on-One only Keynote Speakers Monday, 21 January 2019 – 12.45 – 1.45 p.m. Christopher Potts Head of Economics & Strategy Research, Kepler Cheuvreux Christopher Potts has been the Head of Economics and Strategy for Cheuvreux since 1995. Potts and his team have built a strong reputation for their publications which cover macroeconomic themes, asset allocation – with emphasis on sectors and markets within Europe – and quantitative and technical analysis. Potts has worked as an economist and macro strategist over the past 25 years on currency, bond and equity markets, with a focus on the European region, having previously worked in the oil industry and as an economic consultant. He was educated at the University of Cambridge and the LSE in the UK and at the University of Bordeaux in France. Tuesday, 22 January 2019 – 12.45 – 1.45 p.m. Prof. Dr. Dr. h. c. Clemens Fuest President, ifo Institute – Leibniz Institute for Economic Research at the University of Munich Professor Clemens Fuest is President of the ifo Institute, Professor for Economics and Public Finance at the Ludwig Maximilian University of Munich, Director of the Center for Economic Studies (CES) and Executive Director of CESifo GmbH. Before being appointed ifo President in April 2016, Clemens Fuest was President of the Centre for European Economic Research (ZEW) in Mannheim and Professor of Eco-nomics at the University of Mannheim. www.german-corporate-conference.com One-on-One or small group meetings only 1&1 Drillisch AG Oliver Keil, Head of IR Tuesday HELLA KGaA Hueck & Co. Bernard Schäferbarthold, CFO Tuesday adidas Group Harm Ohlmeyer, CFO Mon – Wed HOCHTIEF Aktiengesellschaft Mike Pinkney, Head of Strategy Tuesday ADLER Real Estate AG Tomas de Vargas Machuca, Co-CEO Monday innogy SE Dr. Holger Perlwitz, Senior Manager IR Monday AGRANA Beteiligungs-AG Mag. Stephan Büttner, CFO Wednesday KWS SAAT SE Wolf-Gebhard von der Wense, Lead Risk Management Monday AIXTRON SE Dr. Bernd Schulte, President Wednesday Lenzing AG Stephanie Kniep, Head of IR Monday Christian Lamprecht, IR Manager Allianz SE Wednesday LEONI AG Aldo Kamper, CEO Tuesday Dr. Reinhard Lahusen, IR Manager alstria office REIT-AG Alexander Dexne, CFO Tuesday Mayr-Melnhof Karton AG Stephan Sweerts-Sporck, Head of IR/Corporate Communications Monday ANDRITZ AG Mag. Stefan Schantl, Head of IR Wednesday METRO AG Sabrina Ley, Director IR Wednesday BAWAG Group AG Anas Abuzaakouk, CEO/Enver Sirucic, CFO Wednesday MPC Capital Dr. Philipp Lauenstein, CFO Wednesday Christine Franziszi, Senior IR Manager/ Bayer AG Oliver Maier, Head of IR Mon, Tue Munich Re Wednesday Thorsten Dzuba, IR Manager BayWa AG Prof. Klaus Josef Lutz, CEO/Andreas Helber, CFO Wednesday Pfeiffer Vacuum Technology AG Nathalie Benedikt, CFO Monday Bertrandt AG Dr. Markus Götzl, IR Tuesday Porsche Automobil Holding SE Frank Gaube, Head of IR Tuesday Elvira Woegerer-Kos, Director IR Biotest AG Dr. Michael Ramroth, CFO Monday Raiffeisen Bank International AG Wednesday Zsolt Benkoe, Director IR BMW AG Torsten Schüssler, Head of IR Tue/Wed RHÖN-KLINIKUM AG Julian Schmitt, Head of IR & Treasury Monday Brenntag AG Thomas Langer, VP Corporate Finance & IR Mon/Tue RTL Group SA Andrew Buckhurst, Head of IR Monday CANCOM SE Thomas Volk, CEO/Thomas Stark, CFO Monday RWE AG Dr. Rolf Martin Schmitz, CEO Monday CECONOMY AG Ferran Reverter, CEO Media-Saturn Holding Tuesday Schaeffler AG Dietmar Heinrich, CFO Tuesday Continental AG Bernard Wang, Head of IR Mon, Tue SPORTTOTAL Peter Lauterbach, CEO Wednesday Marco Haeckermann, Vice President Corporate & CTS EVENTIM AG & Co. KG aA Monday Südzucker AG Thomas Kölbl, CFO Tuesday Development Strategy Deutsche EuroShop AG Olaf Borkers, CFO Tuesday Talanx AG Dr. Immo Querner, CFO Wednesday Deutsche Telekom AG Hannes Wittig, Senior Vice President IR Monday Tele Columbus AG Eike Walters, CFO Tuesday Andreas Thielen, IR Manager E.ON SE Monday thyssenkrupp AG Dr. Claus Ehrenbeck, Head of IR Tuesday Sebastian Gaßner, IR Manager Erste Group Bank AG Wolfgang Schopf, CFO Ceska spořitelna Wednesday TOM TAILOR Holding SE Dr. Heiko Schäfer, CEO Wednesday Evonik Industries AG Christian Kullmann, CEO Monday UBM Development AG Thomas G. Winkler, CEO Monday FlixMobility Arnd Schwierholz, CFO Monday Uniper SE Dr. Carlo Beck, Manager IR / Peter Wirtz, Manager IR Monday Flughafen Wien AG Mag. Judit Helenyi, Head of IR Wednesday UNIQA Insurance Group AG Kurt Svoboda, CFO/CRO Wednesday freenet AG Christoph Vilanek, CEO/Ingo Arönold, CFO Tuesday United Internet AG Stephan Gramkow, Head of IR Tuesday FUCHS PETROLUB SE Dagmar Steinert, CFO Tuesday Vapiano SE Lutz Scharpe, CFO Wednesday Gerry Weber International AG Jörg Stüber, Director Finance Wednesday Vossloh AG Andreas Busemann, CEO / Oliver Schuster, CFO Tuesday GRAMMER AG Ralf Hoppe, VP IR Tuesday Wacker Neuson Group Martin Lehner, CEO Tuesday H&R KGaA Speaker tba Wednesday XING SE Patrick Möller, Director IR Wednesday Hawesko Holding AG Raimund Hackenberger, CFO Wednesday Zalando SE Patrick Kofler, Team Lead IR Wednesday Research Corner In addition to your meetings with corporates, you will have the opportunity to talk to our analysts. If you would like us to set up a meeting for you, please feel free to contact us ahead of the conference. Sector Name Position Coverage AEROSPACE & DEFENCE Christophe Menard Head of Aerospace & Defence Airbus, BAE Systems, Cobham, Dassault Aviation, Leonardo, Lisi, MTU Aero Engines, Rolls Royce Research Holdings, Safran, Thales, Ultra Electronics AIRLINES & AIRPORTS Ruxandra Head of Airports and Airlines Aéroports de Paris, Air France-KLM, Deutsche Lufthansa, easyJet, Flughafen Wien, Flughafen Haradau-Döser Research Zürich, FRAPORT, IAG, Ryanair AUTOS & PARTS Thomas Besson Head of Auto Research Autoliv, Continental, Faurecia, Fiat Chrysler Automobiles, Ferrari, Michelin, Nokian Renkaat, Peugeot, Pirelli & Co., Plastic Omnium, Renault, Valeo AUTOS & PARTS Michael Raab, CFA Head of Thematic Automobile BMW, Daimler, ElringKlinger, HELLA, LEONI, Porsche Automobil Holding, Rheinmetall, Research Schaeffler, SHW, Volkswagen BANKS & ASSET MANAGERS Tobias Lukesch, CIIA Equity Research Analyst Aareal Bank, comdirect, Commerzbank, Deutsche Bank, Deutsche Pfandbriefbank, Erste Group Bank, ProCredit Holding, Raiffeisen Bank International CAPITAL GOODS Dr.