Lupus alpha Investment Fokus 2022 Live in Frankfurt on November 10, 2021 Investment Fokus 2022 No “Business as Usual”. New Ways for the Old World. Rarely have investors, and indeed the entire global community, faced challenges of such variety, complexity and intensity as today. And the Covid-19 pandemic exposes our weaknesses with unsparing clarity – in the financial markets, in the economy, in politics. Experience exciting personalities with strong impulses for new ways and approaches in a time of epochal changes at the Lupus alpha Investment Fokus 2022. Wednesday, November 10, 2021, Frankfurt am Main, Alte Oper 9:30 Welcome Address Ralf Lochmüller, Managing Partner and CEO, Lupus alpha In Focus: Fast Lane or Dead-End Track – Setting the Course for the Future 9:45 Focus on Europe “Europe Must Overcome Its Tendency Towards Self-Impairment” For more than 30 years Jean-Claude Juncker has had a significant influence on European unification. He says that faced with a wide range of international challenges, the EU must develop global political capability – and outlines a scenario for how this can be achieved. Jean-Claude Juncker, former President of the EU Commission in conversation with Corinna Wohlfeil, television presenter, n-tv 10:45 Coffee Break 11:00 Panel “Digital Globalization: Is Germany Lagging Behind?” Large US corporations dominate the business with cloud computing, artificial intelligence, computer chips etc. Europe is thus making itself economically dependent and politically vulnerable. How inevitable is this development? Joe Kaeser, Chairman of the Supervisory Board, Siemens Energy AG Simone Menne, President of the American Chamber of Commerce in Germany, multi-supervisory board member, former CFO Lufthansa and Boehringer Ingelheim Katrin Suder, Chairwoman of the Digital Council of the German Federal Government Presentation: Corinna Wohlfeil, television presenter, n-tv In Focus: Capital Preservation Concepts 12:00 Investment Spotlight “Strategies with Value Protection – Capital Preservation and Return in Balance” In view of the zero-interest rate environment, many investors want to participate in the earnings opportunities offered by the financial markets but cannot tolerate the volatility of this asset class. How they can reconcile the two. Alexander Raviol, Partner and CIO Alternative Solutions, Lupus alpha 12:45 Lunch Break In Focus: Insights Into the Future of Investing 14:00 Trend Presentation* “Exiting the Pandemic: Risks for Inflation, Debt and Financial Crises” Policies of ultra-low interest rates and trillion-dollar stimulus packages are helping to pull out of the pandemic. But there are side effects. Where are the dangers on this recovery path? For which scenarios should investors be prepared. Kenneth S. Rogoff, Harvard economist and former Chief Economist of the International Monetary Fund in conversation with Olaf Storbeck, Frankfurt Correspondent, Financial Times * In English. 15:00 Investor Presentation* “The Investment Strategy of the Stanford Management Company” Responsible for Stanford University’s endowment, Robert F. Wallace sets the strategic course for investing more than $30 billion. Robert F. Wallace, CEO, Stanford Management Company in conversation with Olaf Storbeck, Frankfurt Correspondent, Financial Times 16:00 Coffee Break 16:45 Podium Discussion With Live Voting “Structuring Your Portfolio: Asset Allocation in 2022” The traditional panel discussion with investors and a TED vote involving all participants. Mela nie Kümmel, CEO, TK Pensionsfonds AG Dr. Oliver Lang, Member of the Board, Kirchliche Zusatzversorgungskasse des Verbandes der Diözesen Deutschlands (KZVK Köln) Chris-Oliver Schickentanz, Chief Investment Strategist, Commerzbank AG Dr. Götz Albert, Partner and CIO, Lupus alpha Presentation: Corinna Wohlfeil, television presenter, n-tv 17:45–18:30 Perspective Lecture “Latest generation power and optoelectronics – key to energy efficiency and communication” Compound semiconductors made of silicon carbide are pushing the boundaries of what is possible: in power and optoelectronics as well as in electromobility. Lasers based on compound semi- conductors provide the backbone of modern optical data transmission, cloud infrastructure and video communication. The next step is to turn them into next-generation display technology. Dr. Felix J. Grawert, CEO, AIXTRON SE from 18:30 Reception, followed by dinner *In English. Your Registration The live event exclusively for institutional investors in the Great Hall of Alte Oper Frankfurt.* The number of seats in the Alte Oper is limited this year. It is therefore advisable to make a binding registration early on: www.la-investment-fokus.de/ This invitation is not transferable. * We currently assume that our event in November can be held responsibly. The Alte Oper Frankfurt will make all necessary arrangements. About the planning we keep you up to date. Dr. Götz Albert is Managing Partner and Chief Investment Officer of Lupus alpha. Prior to joining Lupus alpha in 2003, he was at DB Cargo AG and head of stock analysis at Independent Research. Before his switch to the financial industry, he worked in university research. At Lupus alpha he manages Germany’s largest small & mid cap team. He has been CIO on the board responsible for Portfolio Management, Research and Analysis since the beginning of 2019. Dr. Felix J. Grawert is CEO and has been a member of the Executive Board of AIXTRON SE since 2017. From 2013 to 2017, he was Head of the High Voltage Conversion product segment (power semiconductors) at Infineon Technologies. Previously, he advised companies in the semiconductor, capital goods and automotive industries at McKinsey & Company. After studying electrical engineer- ing at the University of Karlsruhe, he received his PhD in laser technology from the Massachusetts Institute of Technology. At AIXTRON, his responsibilities include strategy, sales, customer service, innovation and new busi- ness models. Jean-Claude Juncker is regarded as the motor and pio- neer of European unification, is one of the founding fathers of the euro and, as Luxembourg’s Minister of Finance from 1989 to 2009, was a key architect of the Maastricht Treaty, in which he was responsible for the clauses on economic and monetary union. He was Prime Minister of Luxembourg from 1995 to 2013, President of the Euro Group from 2004 to 2013 and President of the European Commission from 2014 to 2019. Joe Kaeser is a manager, Chairman of the Supervisory Board of Siemens Energy and former CEO of Siemens AG. Joe Kaeser was with Siemens for more than 40 years and successfully restructured and aligned the group for the future during his time as CEO. Joe Kaeser is a member of the supervisory boards of Mercedes-Benz AG and Daimler AG, among others. He is also Chairman of the APA, Asia-Pacific Committee of German Business. Melanie Kümmel is the CEO of TK Pensionsfonds AG, which has been operating on the market since January 2020, and manages a diversified, global investment port- folio with her team. For Techniker Krankenkasse, the largest health insurance fund in Germany, she has been responsible for investments for over 20 years. Prior to this, she held various positions in the banking sector. Dr. Oliver Lang, as a Member of the Board of Directors of KZVK Köln (Kirchliche Zusatzversorgungskasse des Verbandes der Diözesen Deutschlands), is responsible for the capital investment for the company pension scheme of the more than 1.3 million employees. Prior to that, he was Chief Financial Officer of various life, health and composite insurers for over ten years. As head of finance at Protektor Lebensversicherung, he was responsible for restructuring the investments of the “Protektor case” Mannheimer Leben. Simone Menne is President of the American Chamber of Commerce in Germany. She started her career at the US conglomerate ITT and then moved to Deutsche Lufthansa. After holding various positions in Germany and abroad, including CFO at BMI Group, she was appoin- ted CFO of LH Group in 2012. From 2016 to 2017, she was CFO at Boehringer Ingelheim. At both companies, she was responsible for establishing the Digital Lab. Ms Menne is a supervisory board member at BMW, Henkel, Deutsche Post DHL, JCI and Russell Reynolds. Ralf Lochmüller is Managing Partner and CEO of Lupus alpha. He is responsible for Strategy & Planning as well as Marketing & Corporate Communications. He has been active in asset management for more than 30 years – among others at Chase AG in Frankfurt and at Invesco, the American-British investment company. In October 2000, he founded Lupus alpha with four partners. Alexander Raviol is Partner and CIO Alternative Solutions at Lupus alpha. After graduating in physics, he gained ex- tensive capital market experience among others as an asset manager at Dresdner Bank in Frankfurt and as a portfolio manager at UBS and HSH Nordbank AG. In 2006 he joined Lupus alpha as Head of Quality & Risk Management, where he was responsible for product development of alternative investment strategies. Kenneth S. Rogoff is a Harvard economist and former Chief Economist at the International Monetary Fund. His monthly column on global economic issues is regularly published in over 50 countries. Together with Carmen Reinhart, he wrote the bestseller “This Time Is Different: Eight Centuries of Financial Folly” and revealed remark- able quantitative similarities of severe financial crises. He holds the title of international chess grandmaster. Chris-Oliver Schickentanz is Chief Investment Strate-