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Agenda

8:15 - 8:45 AM

Registration and Welcome Coffee

8:45 - 9:00 AM

Opening Remarks
Jonathan Moore, Co-Head of GCP EMEA, Credit Suisse

9:00 - 9:45 AM

Keynote Speech: European Corporates: heading to a game changer environment?

This keynote speech will set the scene for European Corporates in general. Economic growth, Interest rates, taxation… what will the key economic drivers impacting European Corporates in the coming years? What will be the implications of this new environment on European Corporates and on their funding policy? What could be the impact on corporate hybrids?      

William Porter, IGT Sector Strategy, Credit Suisse
Chiraag Somaia, IGT Sector Strategy, Credit Suisse 

9:45 - 10:30 AM

Panel 1: Hybrids from an issuer perspective: have recent developments affected thinking?

During this panel, we will discuss the strategic and economics benefits of hybrid issuance for European Corporates. What are the key motivations from an issuer perspective? How have the economic benefits of hybrid issuance developed recently? How should an issuer manage its hybrids compartment and its investor base over time? 

Moderated by Scott Roose, Head of European Corporate DCM, Credit Suisse
Christian Rasim, Head of Creditor Relations & Rating, Deutsche Lufthansa AG
Andrew Wallis, Board of Directors, Aroundtown Property Holdings PLC
Andrew Burton, IBCM Liability Management, Credit Suisse
Chris Tuffey, Head of EMEA Syndicate, Credit Suisse 

10:30 - 11:00 AM

Coffee Break and Networking

11:00 - 11:45 AM

Panel 2: How might the European Corporate Hybrid asset class evolve?

Since 2013, European Corporate Hybrids have become an established and relevant asset class, notably thanks to greater product standardization. That said, some recent corporate events have raised questions and potential uncertainties on the evolution of corporate hybrids through the cycle. During this panel, we will therefore discuss what could be the next developments of the asset class in terms of rating agency treatment, taxation and potential alternative hybrid structures. 

Moderated by Franck Bataille, European Credit Sector Strategy, Credit Suisse
George Duncan, Head of Group Funding, SSE PLC
Alex Herbert, Senior Director, Lead Analyst EMEA Automotive/Aerospace & Defence, S&P Global Ratings
Niel Bisset, Infrastructure Finance, Moody’s Investors Services Ltd
Carson Welsh, Partner, Capital Markets, Linklaters
Samir Dhanani, Hybrid Structuring, Credit Suisse 

11:45 - 12:30 PM

Panel 3: Hybrids from an investor perspective: key valuation drivers and relative value opportunities

During this panel, we will discuss investors perception of the hybrid asset class, but also trading specificities of these instruments. We will also discuss different approaches to assess risk reward and relative value opportunities within the hybrid asset class. 

Moderated by Simon Russell, Co-Head Flow Credit Sales, Europe, Credit Suisse
Luca Lionetti, Head of Credit & Portfolio Manager of Corporate Hybrids Dedicated Fund, AZ Fund Management SA
Simon Baxter, Senior Credit Fund Manager, BlackRock
Jonathan Fletcher, European Co-Head of Investment Grade Trading, Credit Suisse
Franck Bataille, European Credit Sector Strategy, Credit Suisse
Arjun Malhotra, European Credit Sector Strategy, Credit Suisse

12:30 - 12:45 PM

Closing Speech

Thomas Mercein, Head of Global Debt Capital Markets, Credit Suisse

12:45 PM

Buffet Lunch

13:30 PM

Close and 1-on-1 meetings with Lufthansa and Around Town Property Holdings and CS European Credit Sector Strategy Team

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* subject to change