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UBS European Conference Agenda 2014: Tuesday, 11 November
TRACK 1 - Grand Ballroom
TRACK 2 - Ballroom
TRACK 3 - Fireside chats | Drawing room
TRACK 4 - Fireside chats | Empire room
07:00
Registration | Ballroom foyer
07:00
08:00
Welcome remarks | Ballroom
08:00
Andrea Orcel, Member of the Group Executive Board, CEO UBS Investment Bank
Keynote speech
08:15
08:30
09:30
09:45
10:00
10:15
Euronext
Dominique Cerutti | CEO and Chairman
Amaury Dauge | CFO
Moderator: Arnaud Giblat | Diversified Financials Analyst, UBS
Moderator: Rair Simonyan, Chairman of UBS Russia
Speaker:
Arkady Dvorkovich, Deputy Prime Minister of the Russian Federation
Macro Financials
Emerging Markets
Financial Crises Past - lessons for the future/Crash or no crash in a world of extra-ordinary
policy and unprecedented regulation
Moderator: Myles Wright, Head of Treasury ALM EMEA, Global Head of Structured & Optimisation,
UBS
Speakers:
James Aitken, Partner, Aitken Advisors LLP
Prof. Athanasios Orphanides, Professor of the Practice of Global Economics and Management, MIT
Dr Nouriel Roubini, Chairman & Co-Founder of Roubini Global Economics
Simon Smiles, UBS Wealth Management Chief Investment Officer – UHNW
Bill Winters CBE, Chief Executive Officer & Chairman, Renshaw Bay
Russia: What are the main drivers for growth and foreign investment?
Moderator: Rair Simonyan, Chairman of UBS Russia
Speakers:
Sergey Belyakov, Chairman of the Board, St. Petersburg International Economic Forum
(SPIEF) Foundation
Arkady Dvorkovich, Deputy Prime Minister of the Russian Federation
Konstantin von Eggert MBE, Commentator, Kommersant FM radio (Moscow)
Pavel Fedorov, First Deputy of CEO, OJSC "Norilsk Nickel"
Prof. Sergei Guriev, Professor of Economics, Sciences Po, Paris
09:00
09:15
08:15
09:00
Royal Dutch Shell
Ben van Beurden | CEO
Moderator: Jon Rigby | Oil & Gas Analyst, UBS
International Consolidated Airlines Group
Enrique Dupuy | CFO
Moderator: Jarrod Castle | Leisure Analyst, UBS
Galp Energia
Manuel Ferreira De Oliveira | CEO
Moderator: Henri Patricot | Oil & Gas Analyst, UBS
WPP plc
Sir Martin Sorrell | CEO
Moderator: Tamsin Garrity | Media Analyst, UBS
Lundin Petroleum
Ashley Heppenstall | CEO
Moderator: Daniel Ekstein | Oil & Gas Analyst, UBS
Coffee break | Winter Garden and the Gazebo
GEA Group
Jürg Oleas | CEO
Moderator: Guillermo Peigneux-Lojo | Diversified Industrials Analyst, UBS
10:30
Europe
10:45
11:00
11:15
11:30
11:45
12:00
Macro Financials
12:45
13:00
13:15
Lunch available from 12:00-14:00
Winter Garden and the Gazebo
13:30
13:45
14:00
14:15
14:30
14:45
Emerging Markets
Europe and the new divergences
Reform in Emerging Markets: Hope or Hype?
Moderator: Stephane Deo, Global Head of Macro Strategy & Global Head of Asset Allocation, UBS
Moderator: Bhanu Baweja, Global Head, EM Cross Asset Strategy, UBS Investment Bank
Investment Bank
Speakers:
Speakers:
Lord Desai, Chairman of the OMFIF Advisory Board and Professor, London School of Economics
Dr Lorenzo Bini Smaghi, Former Executive Board Member of the European Central Bank
Gustavo Franco, Chief strategist and chairman of the board Rio Bravo and Former Governor Central
Bank of Brazil
Prof. Marcel Fratzscher, Ph.D., President, DIW Berlin (German Institute for Economic Research)
Prof. Turalay Kenç, Deputy Governor Central Bank of the Republic of Turkey
Dr Daniel Gros, Head of Research, Centre for European Policy Studies (CEPS)
George Magnus, Senior independent economic adviser to UBS
Salvatore Rossi, Senior Deputy Governor, Banca d'Italia
Dr Tao Wang, Head of China Economic Research, UBS Investment Bank
12:15
12:30
Macro Financials
Not a penny more - Resolution, recovery, Bail-in and TLAC for banks in Europe
Moderator: David Soanes, Global Head of Financial Institutions, UBS Investment Bank
Speakers:
Alexandre Birry, Director, EMEA Financial Institutions, Standard & Poor's Ratings Services
Paula Gomes Friere, Partner, Banking & Finance, Vieira de Almeida & Associados
Bob Penn, Partner, Allen & Overy LLP
Paul Sharma, Managing Director, Alvarez and Marsal
The Spanish banking sector post financial crisis
Moderator: Javier Oficialdegui, Head of EMEA Financial Institutions Group, UBS Investment Bank
Speakers:
Jose Manuel Campa, Global Head of Investor Relations, Santander
Antonio Carrascosa, Chief Executive Officer, Fund for Orderly Bank Restructuring (FROB) Spain
Iñigo Lecubarri, Founding Partner, Abaco Asset Management LLP
José María Roldán, Chairman & CEO of the Spanish Banking Association
Rosa Sánchez-Yebra, Secretary General of the Treasury and Financial Policy, Ministry of Economy
and Competitiveness, Spain
Moderator: Cameron Umetsu, FX Strategist, UBS Investment Bank
Speaker:
Prof. Koichi Hamada, Tuntex Professor Emeritus of Economics at Yale University
15:30
15:45
Keynote speech
16:00
16:15
Digitalisation: Disruptive innovation
Moderator: Kirsten Parker, Global Technology Specialist Sales, UBS Investment Bank
Speaker:
Andrew McAfee, Principal Research Scientist, Center for Digital Business,
MIT Sloan School of Management and Fellow, Harvard Law School,
Berkman Center for Internet and Society
16:30
16:45
17:00
17:15
Growth
Digitalisation: Disruptive innovation
Moderator: Kirsten Parker, Global Technology Specialist Sales, UBS Investment Bank
Speakers:
Spencer Hyman, Co-Founder and Partner, Navigator Commerce
Sachin Patel, Head of UK Capital Markets, Funding Circle
Correy Voo, Infrastructure CTO, UBS
Dr Henri Winand, Chief Executive Officer, Intelligent Energy
17:30
17:45
18:00
BBVA
Jaime Saenz de Tejada | CFO
Moderator: Ignacio Sanz | Banks Analyst, UBS
Syngenta
John Ramsay | CFO
Moderator: Thomas Gilbert | Chemicals Analyst, UBS
Handelsbanken
Ulf Riese | CFO
Moderator: Nick Davey | Banks Analyst, UBS
The Linde Group
Georg Denoke | Member of the Executive Board and CFO
Moderator: Thomas Gilbert | Chemicals Analyst, UBS
SEB
Jan Erik Back | CFO
Moderator: Nick Davey | Banks Analyst, UBS
Novozymes A/S
Thomas Videbæk | EVP Business Development
Moderator: Joe Dewhurst | Chemicals Analyst, UBS
Lunch available from 12:00-14:00
Winter Garden and the Gazebo
Lunch available from 12:00-14:00
Winter Garden and the Gazebo
Europe
European economic challenges: What is the right policy mix?
Moderator: Beat Siegenthaler, Strategist, UBS Investment Bank
Speakers:
Dr Wolfango Piccoli, Director of Research, Teneo Intelligence
Mahmood Pradhan, Deputy Director, European Department, International Monetary Fund
Massimo Rostagno, Director of the Directorate Monetary Policy, European Central Bank
Jean-Pierre Vidal, Economic Adviser to the President of the European Council
Givaudan
Gilles Andrier | CEO
Moderator: Thomas Gilbert | Chemicals Analyst, UBS
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
11:45
12:00
12:15
12:30
12:45
13:00
13:15
STMicroelectronics
Carlo Ferro | Executive Vice President & CFO
Moderator: Gareth Jenkins | Hardware Analyst, UBS
Legal & General
Mark Gregory | CFO
Moderator: James Shuck | Insurance Analyst, UBS
Adecco Group
Dominik de Daniel | CFO
Moderator: William Vanderpump | Support Services Analyst, UBS
Admiral Group
Geraint Jones | CFO
Moderator: James Shuck | Insurance Analyst, UBS
13:30
13:45
14:00
14:15
14:30
SCA
Magnus Groth | President, SCA Consumer Goods Europe
Moderator: David Halldén | European Paper & Packaging & Nordic Small & Mid Cap Analyst, UBS
Keynote speech
15:00
15:15
08:30
Henkel AG & Co. KGaA
Kasper Rorsted | CEO
Moderator: Eva Quiroga | Consumer, HPC & Luxury Analyst, UBS
Emerging Markets
China's growth and investment in a property downturn
Moderator: Dr Tao Wang, Head of China Economic Research, UBS Investment Bank
Speakers:
Patrick Chovanec, Chief Strategist, Managing Director, Silvercrest Asset Management
Prof. Keyu Jin, Lecturer and Tenured Professor in Economics, London School of Economics
Michael Klibaner, Regional Director, Head of Research – Greater China, JLL
Dr Qing Wang, President and Chief Strategist of Shanghai Chongyang Investment Management Co.,
Ltd
UK
What is the Industry response to the Research Commissions Debate?
Moderator: Tobias Vogel, Head of Equity Sales Europe, UBS Investment Bank
Speakers:
Philip Dodds, Senior Relationship Manager, UBS Investment Bank
Barry Hurewitz, Global COO of Group Research, UBS Investment Bank
Christian Krohn, Managing Director, Association for Financial Markets in Europe
Richard Semark, Head of European Client Execution Strategy and Head of MTF, UBS Investment
Bank
Drinks reception | The Gazebo
Deutsche Boerse AG
Gregor Pottmeyer | CFO
Moderator: Arnaud Giblat | Diversified Financials Analyst, UBS
Henderson
Roger Thompson | CFO
Moderator: Arnaud Giblat | Diversified Financials Analyst, UBS
14:45
15:00
15:15
15:30
Coffee break | Winter Garden and the Gazebo
15:45
EDP - Energias de Portugal
Antonia Mexia | CEO
Moderator: Alberto Gandolfi | Utilities Analyst, UBS
16:00
16:15
16:30
16:45
17:00
17:15
17:30
17:45
18:00
Two minute silence observed at 11:00
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Subject to change, Last updated 07/11/2014 10:50
UBS European Conference Agenda 2014: Wednesday, 12 November
TRACK 1 - Grand Ballroom
TRACK 2 - Fireside chats | Ballroom
07:00
07:45
TRACK 3 - Fireside chats | Drawing room
TRACK 4 - Fireside chats | Empire room
Registration | Ballroom foyer
07:00
07:45
Welcome remarks | Grand Ballroom
Dr Axel Weber, UBS Chairman
08:00
Keynote speech
08:00
08:15
Moderator: Dr Axel Weber, UBS Chairman
Speaker:
Dr Charles I. Plosser, President and Chief Executive Officer, Federal Reserve Bank of Philadelphia
08:15
08:30
Macro Financials
08:30
08:45
Quantitative easing: a global merry-go-round
Moderator: Dr Axel Weber, UBS Chairman
Speakers:
Prof. Klaas Knot, President of de Nederlandsche Bank and member of Governing Council of the
European Central Bank
Dr Charles I. Plosser, President and Chief Executive Officer, Federal Reserve Bank of Philadelphia
Alexandre Tombini, Governor of Banco Central do Brasil
José Viñals, Financial Counsellor and the Director of the Monetary and Capital Markets Department,
International Monetary Fund
08:45
09:00
09:15
09:30
09:45
10:00
10:15
10:30
10:45
11:00
09:00
09:15
09:30
GlaxoSmithKline
Simon Dingemans | CFO
Moderator: Alexandra Hauber | Pharmaceuticals Analyst, UBS
Coffee break | Winter Garden and the Gazebo
Roche
Stefan Frings | Medical Affairs Director Roche Germany
Karl Mahler | Head of Investor Relations
Moderator: Alexandra Hauber | Pharmaceuticals Analyst, UBS
Lloyds Banking Group plc
George Culmer | CFO
Moderator: John-Paul Crutchley | Banks Analyst, UBS
TOTAL
Philippe Boisseau | Member of the COMEX (Head of Marketing & Services)
Moderator: Jon Rigby | Oil & Gas Analyst, UBS
Novartis AG
Joe Jimenez | CEO
Moderator: Alexandra Hauber | Pharmaceuticals Analyst, UBS
Smurfit Kappa Group
Gary McGann | CEO
Moderator: Catriona O'Grady | Small & Mid Cap Analyst, UBS
SSE
Gregor Alexander | Finance Director
Moderator: Stephen Hunt | Utilities Analyst, UBS
Bayer
Liam Condon | CEO Bayer CropScience
Moderators:
Thomas Gilbert | Chemicals Analyst, UBS
Alexandra Hauber | Pharmaceuticals Analyst, UBS
Mondi
Andrew King | CFO
Moderator: Catriona O'Grady | Small & Mid Cap Analyst, UBS
11:45
Carlsberg A/S
Jørgen Buhl Rasmussen | President and CEO
Moderator: Jason DeRise | Consumer Analyst, UBS
Actelion
André Muller | CFO
Moderator: Guillaume van Renterghem | Pharmaceuticals Analyst, UBS
Lafarge
Jean-Jacques Gauthier | CFO
Moderator: Gregor Kuglitsch | Construction & Building Materials Analyst, UBS
12:00
adidas AG
Robin Stalker | CFO
Moderator: Fred Speirs | Footwear Analyst, UBS
Statoil
Lars Christian Bacher | Executive Vice President, Development & Production International
Moderator: Jon Rigby | Oil & Gas Analyst, UBS
Saint-Gobain
Laurent Guillot | CFO
Moderator: Gregor Kuglitsch | Construction & Building Materials Analyst, UBS
12:30
Lunch available from 12:00-14:00
Winter Garden and the Gazebo
Technip
Julian Waldron | CFO
Moderator: Amy Wong | Oil & Gas Analyst, UBS
CRH
Maeve Carton | Finance Director
Moderator: Gregor Kuglitsch | Construction & Building Materials Analyst, UBS
13:00
The Weir Group PLC
Andrew Neilson | Director of Strategy and Corporate Affairs
Moderator: Mark Fielding | UK Small & Mid Caps Analyst, UBS
BG Group
Simon Lowth | CFO
Moderator: Jon Rigby | Oil & Gas Analyst, UBS
Lunch available from 12:00-14:00
Winter Garden and the Gazebo
OSRAM Licht AG
Dr. Klaus Patzak | CFO
Moderator: Guillermo Peigneux-Lojo | Diversified Industrials Analyst, UBS
Essilor International
Paul du Saillant | COO
Moderator: Denis Moreau | Small & Mid Cap Analyst, UBS
Snam
Antonio Paccioretti | CFO
Moderator: Alberto Gandolfi | Utilities Analyst, UBS
Emerging Markets
Amadeus IT Holding
Ana de Pro | CFO
Moderator: Michael Briest | Technology - Software Analyst, UBS
VEOLIA Environnement
Philippe Capron | CFO
Moderator: Patrick Hummel | Utilities Analyst, UBS
Coffee break | Winter Garden and the Gazebo
UBS Opinion leaders panel: Investing in a low nominal growth rate environment
Moderator: Dr Axel Weber, UBS Chairman
Speakers:
Stephane Deo, Global Head of Macro Strategy & Global Head of Asset Allocation, UBS Investment
Bank
Mark Haefele, Global Chief Investment Officer, UBS Wealth Management
Larry Hatheway, Chief Economist, UBS Investment Bank
Andreas Koester, Head of Asset Allocation and Currency, UBS Global Asset Management
11:15
11:30
11:45
12:00
Americas
12:15
American Exceptionalism: What's propelling the US economy to a pre-eminent position and
will it last?
Moderator: Larry Hatheway, Chief Economist, UBS Investment Bank
Speakers:
Dr Barry Eichengreen, Pardee Professor of Economics and Political Science, University of California,
Berkeley and Pitt Professor of American History and Institutions, University of Cambridge
Mark Haefele, Global Chief Investment Officer, UBS Wealth Management
Dr Susan Lund, Partner, McKinsey Global Institute
Dr Adam Posen, President of the Peterson Institute for International Economics and former member
of the Monetary Policy Committee of the Bank of England
12:30*
12:45
13:00
13:15
13:30
13:45
14:00
UK
14:15
Will political instability undermine economic recovery?
Moderator: Paul Donovan, Deputy Head of Global Economics, UBS Investment Bank
Speakers:
Prof. Vernon Bogdanor CBE, Professor of Government, King's College, London; formerly Professor
of Government, Oxford University
Alastair Campbell, Strategist and communicator, formerly for Tony Blair
The Rt Hon Lord Forsyth of Drumlean, Chairman of Hyperion Insurance Group and former
Secretary of State for Scotland and Deputy Chair of JP Morgan UK
Helena Morrissey CBE, CEO, Newton Investment Management and Chair, Investment Management
Association
14:30
14:45
15:00
15:15
09:45
10:00
10:15
10:30
10:45
11:00
11:15
11:30
12:15
12:45
13:15
13:30
Does good governance demand a valuation premium in Emerging Markets?
Moderator: Julie Hudson, Head of Global ESG and Sustainability, UBS Investment Bank
Speakers:
Geoff Dennis, Head of GEM Strategy, UBS Investment Bank
Marc Desmidt, Head Alpha Strategies APAC and
Head Strategic Product Management APAC, Blackrock
Damien Horth, Head of Research, Asia Pacific, UBS Investment Bank
Hubert Jeaneau, ESG and Sustainability analyst, UBS Investment Bank
15:30
15:45
16:00
16:15
13:45
14:00
14:15
14:30
14:45
15:00
Capgemini
Aiman Ezzat | CFO
Moderator: Michael Briest | Technology - Software Analyst, UBS
Suez Environnement
Jean Marc Boursier | Senior Executive Vice President Finance - CFO
Moderator: Patrick Hummel | Utilities Analyst, UBS
Ferrovial
Ernesto Lopez | CFO
Moderator: Bosco Ojeda | Small & Mid Cap Analyst, UBS
DS Smith Plc
Miles Roberts | CEO
Moderator: Catriona O'Grady | Small & Mid Cap Analyst, UBS
Atlantia
Giovanni Castellucci | CEO
Moderator: Bosco Ojeda | Small & Mid Cap Analyst, UBS
Capita
Andy Parker | CEO
Moderator: William Vanderpump | Support Services Analyst, UBS
16:30
16:45
15:15
15:30
15:45
16:00
16:15
16:30
16:45
17:00
Conference concludes
*12:30 - 13:30 - Track 5 - Grosvenor House
Growth
The Future of Energy: Grassroots Revolution
Moderator: Julie Hudson, Head of Global ESG and Sustainability, UBS Investment Bank
Speakers:
Joe Dewhurst, Global strategist for chemicals, UBS Investment Bank
Wayne Gordon, Commodities strategist, UBS Wealth Management
Phillippe Houchois, Head of European autos research, UBS Investment Bank
Patrick Hummel, European utilities analyst, UBS Investment Bank
The North Suite at the Grosvenor House. 86 Park Lane, London W1K 7TN.**
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17:00
**A regular shuttle service will depart from the Melcombe Place exit of the hotel 30
minutes prior to lunch, a name board with Grosvenor House will be displayed in the
window of the vehicle. Return shuttles back to the Landmark London Hotel will also be
available after the lunch.
Subject to change, Last updated 07/11/2014 10:50
Companies available for meetings only
Tuesday, 11 November
ArcelorMittal Daniel Fairclough | Head of Investor Relations
Ashmore Group Plc* Tom Shippey | Group Finance Director
Bank of Ireland Andrew Keating | Group CFO
BP Brian Gilvary | CFO
IG Group Christopher Hill | CFO
Intelligent Energy** Dr Henri Winand | CEO
Mapfre Natalia Nunez Arana | Deputy Capital Markets Director, Head of Investor Relations
Marks and Spencer Marc Bolland | CEO
Moleskine Arrigo Berni | CEO
RBS Philip Hampton | Chairman
Repsol Miguel Martinez | CFO
Saipem Alberto Chiarini | Chief Financial & Compliance Officer
Santander*** Jose Manuel Campa | Global Head of Investor Relations
Stora Enso Oyj Ulla Paajanen-Sainio | SVP Head of Investor Relations
Travelport Majid Nazir | Director of Investor Relations
Tullow Oil Plc Paul McDade | COO
Wednesday, 12 November
Ashmore Group Plc* Tom Shippey | Group Finance Director
Bezeq Dudu Mizrahi | CFO & Deputy CEO
Continental AG Wolfgang Schäfer | CFO
Dürr Günter Dielmann | Head of IR and Vice President of Corporate Communication & Investor Relations
Eni Francesco Gattei | Investor Relations, Senior Vice President
Groupe Bruxelles Lambert SA Ian Gallienne | Managing Director
Iberdrola José Sainz | CFO
Kerry Group Brian Mehigan | CFO
National Grid Stuart Humphreys | Group Financial Controller
Next David Keens | Group Finance Director
Pernod Ricard Gilles Bogaert | CFO
Rightmove plc Robyn Perriss | Finance Director
Skanska Magnus Persson | Senior Vice President
UniCredit Federico Ghizzoni | CEO
Vallourec Etienne Bertrand | VP Investor Relations
Wacker Chemie AG Dr Rudolf Staudigl | President & CEO
* Available on both days
** Intelligent Energy participating in the panel: Digitalisation: Disruptive innovation Tuesday, 11 November 17:00-18:00
*** Santander participating in the panel: The Spanish banking sector post financial crisis Tuesday, 11 November 12:30-14:00
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Subject to change, Last updated 07/11/2014 10:50