"Delivering Effective Investor Relations in Europe Today"

Wednesday 26 June 2013 - Palais de la Bourse, NYSE Euronext
18.00-19.00
Cocktail
19.00-19.15 Word of welcome by Eliane Rouyer and Chris Hollis of the CLIFF
Introduction by Diederik Zandstra, Head European Corporate Client Group, NYSE Euronext
19.15-19.45 Start of dinner
19.45-20.15 Keynote speech by Peter Hinssen
Peter Hinssen is one of Europe's thought leaders on the impact of technology on our society. He has a focus on the consumer adoption of technology, on the impact of the networked digital society, and on the Alignment between Business and IT. He collaborates with organizations in the areas of IT Strategy, Transformation, Fusion and Coaching, in Europe as well as in North America.
20.15-21.00 Dinner
21.00-21.30 Thomson Reuters Extel IR Awards Ceremony by Steve Kelly regarding the best IR Professional and the best Corporate Firm for IR in Belgium, France and Portugal. See presentation and see results
21.30-22.30 Dinner ends
Thursday 27 June 2013 - Auditorium, KBC
08.45-09.00 Word of welcome: Patricia Pinto, president FIR
Host: Gerbrand Nijman, former president NEVIR
Sponsor of the location: Wim Allegaert, General Manager Investor Relations KBC Group.
09.00-10.15 Workshop: The role of Debt IR for an efficient access to debt capital markets

In this session, we will count with a representative from credit asset management industry, one representative from sell side credit research and an IR professional with extensive experience on debt IR. The panel will discuss different views on themes such as i) what has changed in terms of requirements from credit community regarding information provided by companies over the last years following the Lehman crisis and the Euro Zone crisis. ii) What are the key components of financial information to credit community: Income Statement vs. Cash flow Statement vs. Balance Sheet Statement iii) the long term value of a more proactive approach over credit investors (combined equity/credit roadshows, adjustment of financial information released) iii) Interactions between equity and credit analysts and investment decision markers: importance of consistent message.

Moderator:
Miguel Viana - IRO EDP

Panel members:
Adrie Zwanenburg - IRO Rabobank
Damien de Saint Germain - Credit Research Analyst, Crédit Agricole CIB
Eun Ah Schittekat - Head of Credit Reserach, Petercam AM

10.15-11.00 Coffee break
11.00-12.15 Workshop: If there is a perfect shareholder base, what does it look like, and how can it be realised?

With a panel of an academic, a long-only fund manager, a hedge fund manager, a specialist in investor identification and targeting, and the IRO's of small and large companies, this session will ask if the perfect shareholder base can be defined, debate what are its constituents, and ask how it can be pursued. Should hedge funds play a part? Do we want just a few large and stable shareholders? How should geographical regions and financial centres be represented? What is the balance between retail and institutional investors, and between investors with longer and shorter time horizons? Should we target sovereign wealth funds? Should we avoid activist funds? Does our ideal shareholder base change over time? Do different investor types require different targeting approaches?

Moderator:
Patrick Vermeulen - Managing Director JP Morgan

Panel members:
Philip Joos - Professor University of Tilburg - See presentation
Adrian Rusling - Co-founder Phoenix IR
David Craigen - Partner, Manager of the European Hedge Fund at Lansdowne Partners
Frank Vandenborre - Head of Investor relations & Corporate Performance Management at Ageas

12.15-13.45 Lunch buffet
(13.15 - 13.45: Working lunch presentation in Auditorium of Michiel Ebeling - Managing Partner MobGen) 
13.45-15.00 Workshop: Is there value in Corporate Social Responsibility (CSR) and should IR actively communicate about it?

Is there value in Corporate Social Responsibility (CSR) and should IR actively communicate about it?
This session will discuss the relevance of communicating CSR to a diverse investor base. The importance of reporting beyond traditional financial performance differs per sector as every company has its own material environmental, social and governance (ESG) issues. The session runs from defining CSR into integrated reporting and market externalities.

Moderator:
Barend van Bergen - Partner KPMG Sustainability

Panel members:
Bertrand Delcaire - Deputy head of investor relations, Air France-KLM
Michel Bande -  Senior Executive Vice President Sustainable Development, Solvay
Robert Klijn - ESG specialist, Fair Impact
Corne van Zeijl - Fund Manager, SNS Reaal Asset Management

15.00-15.15 Coffee break
15.15-16.30 Workshop: Market valuation: a too simple answer in a complex world

Does the share price reflect the true value of the company.
We will exchange our views and experience with the audience in an interactive session centered around five questions.

Moderators:
Eliane Rouyer-Chevalier - President CLIFF and former, IRO Accor
Chris Hollis - Director of Financial Communications, LVMH

Panel members:
Filip De Pauw - Senior Analyst, Member of Research MT, ING
Denis Kleiber - IRO, Credit Agricole
Philippe Kubisa - Partner, PWC

16.30-17.30 Cocktail drink

(program is subject to change)