20th edition

The #1 Event for International Institutional Investors & Asset Managers in Paris

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6October

2021

IntercontinentalOpéra, Paris

AgendaWednesday 6 October 2021

© L’AGEFI 2021Simultaneous translation in French and English for both days

8:30am – 9:00am Welcome reception for attendees

9:00am – 9:40am 1st plenary session EUROPEAN MONETARY POLICYFrom the ECB’s 2021 strategy review to the possible return of inflation, what is the macro-economic outlook for European investors?

• Focus on the ECB’s 2021 strategy review• What hope can we place in EU budget and recovery plans?• Towards a review of the Maastricht criteria?

Chaired by Alexandre Garabedian, Editor, L’AGEFI Mário Centeno, Governor, BANCO DE PORTUGAL Margarita Delgado, Deputy Governor, BANCO DE ESPAÑA Olaf Sleijpen, Executive Board member, Executive Director of Monetary Affairs, DE NEDERLANDSCHE BANK, Alternate member of the Governing Council, EUROPEAN

CENTRAL BANK Dr. Jörg Kukies, State Secretary for financial market policy and European policy, FEDERAL MINISTRY OF FINANCE (Germany)

9:40am – 10am Keynote address SUSTAINABLE FINANCE What are the European Commission’s priorities and 2021-2022 roadmap to guide the financial world towards more sustainability and the attainment of climate neutrality by 2050?

Chaired by CNN Martin Spolc, Head of Unit, Sustainable Finance, EUROPEAN COMMISSION

10am – 10:40am 2nd plenary session CEOS’ PANELIntroduction

Richard Bruyère, Managing Partner, INDEFI

The Asset management industry after the Covid-19 crisis: from the inevitable transformations of business models to consolidations

• What lessons can be learned from this crisis? How have the business models of asset managers and of large institutional investors changed or how could they change?

• The issue of the cost of data vs. pressure on asset management fees• Outlook on consolidations

Chaired by Adrien Paredes-Vanheule, Journalist, L’AGEFI Eric Pinon, Chairman, AFG Valérie Baudson, CEO, AMUNDI Andre Snellen, President of the board, PENSIOENFONDS DETAILHANDEL (Netherlands) Florence Tondu-Mélique, Chief Executive Officer, ZURICH FRANCE

10:40am – 11am NETWORKING BREAK

11am – 11:20am Keynote address BREXITPost-Brexit financial services and the issue of equivalence

Chaired by Tuba Raqshan, Journalist, L’AGEFI Catherine McGuinness, Deputy, Chair of the Policy and Resources Committee, CITY OF LONDON

11:20am – 12noon 3rd plenary session SOLVENCY 2Review of the Solvency 2 Directive and the impact on Insurers’ allocation

• Following the Solvency 2 review in 2021, will there be a shift towards more shares in the allocations of institutional investors?• EIOPA guidelines on the consequences of climate change on scenarios to be considered in the conduct of ORSA processes

Chaired by Réjane Reibaud, Editor-in-chief, NEWSMANAGERS / INSTIT INVEST/ ASSET NEWS /L’AGEFI Introduction by Agnès Lossi, Partner, INDEFI

Dario Focarelli, Director general, NATIONAL ASSOCIATION OF INSURANCE COMPANIES - ANIA (Italy) Florence Lustman, Chair, FEDERATION FRANCAISE DE L’ASSURANCE - French Insurance Federation Frédéric Chandelle, CRO & Chief Actuary, Member of the Management Committee, SCOTTISH WIDOWS EUROPE (Luxembourg)

12noon – 12:40pm 4th plenary session AGORA MEETING OF EUROPEAN INSTITUTIONAL INVESTORS’ ASSOCIATIONSHow is the pandemic affecting pension funds? What transformations should be anticipated? The resilience of pension models

Chaired by L’AGEFI Matti Leppälä, Secretary general & CEO, PENSIONSEUROPE Dr. Christos Louvaris Fasois, Senior policy advisor on Pension & Financial Affairs, AEIP - THE EUROPEAN ASSOCIATION OF PARITARIAN INSTITUTIONS Jean Rémy Roulet, Chairman, ASIP (Swiss Association of benefits institutions)

AgendaWednesday 6 October 2021

© L’AGEFI 2021Simultaneous translation in French and English for both days

12:45pm – 2pm COCKTAIL AND NETWORKING RECEPTION

2:00pm – 2:20pm Keynote address An overview of the big investment trends, strategic visions and priorities of sovereign wealth funds in 2021

Chaired by L’AGEFI Dr Victoria Barbary, Director of Strategy & Communications, INTERNATIONAL FORUM OF SOVEREIGN WEALTH FUNDS

2:20pm – 3:00pm 5th plenary session GOVERNANCEIn what extend shareholders’ engagement and divestment set the tone and serve as a basis for discussion with issuers?

Chaired by Annick Masounave, Journalist, L’AGEFIIntroduction by Valentin Allard, Senior Consultant, INDEFI

Guillaume Lasserre, Deputy CIO, LA BANQUE POSTALE ASSET MANAGEMENT Luc Vansteenkiste, Chairman, EUROPEANISSUERS Kiran Aziz, Senior Analyst – Responsible investments, KLP (Norway)

3:05pm – 3:45pm Simultaneous workshops

1- DIVERSITY & INCLUSIONHow the investment industry advocates for diversity in 2021?• Ethnic or social origin, gender… how is diversity illustrated in the finance

sector vs. other sectors? What challenges and taboos could be faced for a more diverse workforce?

• What expectations have now investors towards issuers?Chaired by Laurence Marchal, Journalist, NEWSMANAGERS/ L’AGEFIIntroduction by Christel Tarneaud, Project Manager, INDEFI

Marie Luchet, Director of Continental Europe, PRI Sheila Stefani, Screening and Stewardship Manager, CHURCH COMMISSIONERS

FOR ENGLAND

2- ALLOCATIONWhich assets have fulfilled their promises this year? What about the financing of the economic recovery?• Have key trends proved themselves very resilient during the crisis?• Which niche assets (e.g. logistics, ageing, EdTech…) have demonstrated

their added value?• Geographical diversification vs. investing in national recovery plans?Chaired by Jan Schwalbe, Editor in chief, FINANZ UND WIRTSCHAFT

Kirill Pyshkin, Portfolio Manager of the CS (Lux) Edutainment Equity Fund, CREDIT SUISSE ASSET MANAGEMENT

Olivier Rousseau, Executive director, FONDS DE RESERVE POUR LES RETRAITES – The French pension reserve fund

4:15pm –4:55pm Simultaneous workshops

3- REAL ESTATEHow will real estate allocation of European institutional investors evolve in 2021-2022?• Impact of the pandemic on office real estate and institutional investors real

estate portfolio• Are investors more attracted by residential and logistics sectors?• Where is the best place to invest in Europe?Chaired by: Nicolette de Joncaire, Editor in chief, ALLNEWS

François Marbeck, Director of portfolio diversification, LA BANQUE POSTALE

4- CREDITWhat are the key features to reassess your investments on credit markets in 2021?• To what extend is it necessary to rebalance the credit portfolio?• How to mitigate risks and catch risk premia?• Where can one find good opportunities of investment?Chaired by

Arnaud Fortier, Head of financial engineering, ZURICH INSURANCE (Switzerland) Ritchie Oriol, Investment Strategist, LORD ABBETT

5pm – 5:40pm Simultaneous workshops

5- VERY LONG TERM INVESTINGInfrastructure, Private Equity and very long term assets• What are the advantages of long-term strategies? • How could the legal framework of the European Long-Term Investment Fund

(ELTIF) achieve its objectives?Chaired by Laurence Pochard, Journalist, INSTIT INVEST

Torbjörn Hamnmark, Head of strategic asset allocation, AP3 THIRD SWEDISH NATION PENSION FUND (Sweden)

Alejandro Lopez Delgado, Senior Director, Infrastructure, CDPQ Philippe Benaroya, CEO and Managing partner, GENERALI GLOBAL INFRASTRUCTURE Karine Litou, Deputy Head of private capital, BNP PARIBAS SECURITIES SERVICES

6- IMPACT STRATEGIESWhat is the place of impact strategies in institutional investors allocation?• From unlisted to listed sector, what is the best way to do impact investing? • How regulation define now what is impact investing? • SFDR & the selection of asset managersChaired by Maria Folque, Director of Fund Analysis, FUNDS PEOPLEIntroduction by Clémence Droin, Senior project manager, INDEFI

Dr. Elisabeth Bourqui, Board member, HELSANA HEALTH INVESTMENT FUND, Board member, LOUIS-JEANTET FOUNDATION & GREENBRIX INVESTMENT FOUNDATION

GIF ACADEMY 2020

2:00 pm - 3:30 pm GIF ACADEMY by The Global Invest Forum examines the outlook in 2021 for academic researchAre the foundations of European investment regulation adapted to present knowledge and aspirations?

Af2i Research Committee has chosen to focus the debate around the scientific foundations of the European regulatory framework. Two angles of thoughts will be developed by two academics - market representation and extra financial approach - and discussed by two institutional investors members of Af2i.

Introduction by Jean-François Boulier, Honorary chairman, AF2iAcademic presentation by Christian Walter, Professor, KEDGE Business School & Chair holder « Ethics and Finance », FMSH & another academicComments by 2 institutional investors: Hubert Rodarie, Chairman, AF2i

6:30pm COCKTAIL RECEPTION7:15pm END OF THE FORUM

One-to-one meetingsWe will provide you with facilities for your networking requirements during the Forum. You will be able to organise a schedule of meetings in just a few clicks using a unique application, and benefit from the spaces available, on an exclusive basis, for your one-to-one meetings.

© L’AGEFI 2021

Olaf Sleijpen Executive Board member, Executive Director of Monetary Affairs DE NEDERLANDSCHE BANK Alternate member of the Governing Council EUROPEAN CENTRAL BANK

Andre Snellen President of the board PENSIOENFONDS DETAILHANDEL (Netherlands)

Frédéric Chandelle CRO & Chief Actuary, Member of the Management Committee SCOTTISH WIDOWS EUROPE (Luxembourg)

Guillaume Lasserre Deputy CIO LA BANQUE POSTALE ASSET MANAGEMENT

Kirill Pyshkin Portfolio Manager of the CS (Lux) Edutainment Equity Fund CREDIT SUISSE ASSET MANAGEMENT

Alejandro Lopez Delgado Senior Director, Infrastructure CDPQ

Jean-François Boulier Honorary chairman AF2i

Mário Centeno Governor BANCO DE PORTUGAL

Eric Pinon Chairman AFG

Dario Focarelli Director general NATIONAL ASSOCIA-TION OF INSURANCE COMPANIES - ANIA (Italy)

Dr. Christos Louvaris Fasois Senior policy advisor on Pension & Financial Affairs AEIP - THE EUROPEAN ASSOCIATION OF PARITARIAN INSTITUTIONS

Kiran Aziz Senior Analyst – Responsible investments KLP (Norway)

Arnaud Fortier Head of financial engineering ZURICH INSURANCE (Switzerland)

Karine Litou Deputy Head of private capital BNP PARIBAS SECURITIES SERVICES

Hubert Rodarie Chairman AF2i

Sheila Stefani Screening and Stewardship Manager CHURCH COMMISSIONERS FOR ENGLAND

Florence Tondu-Mélique Chief Executive Officer ZURICH FRANCE

François Marbeck Director of portfolio diversification LA BANQUE POSTALE

Jean Rémy Roulet Chairman ASIP (Swiss Association of benefits institutions)

Ritchie Oriol Investment Strategist LORD ABBETT

Dr. Jörg KukiesState Secretary for financial market policy and European policyFEDERAL MINISTRY OF FINANCE (Germany)

Catherine McGuinness Deputy, Chair of the Policy and Resources Committee CITY OF LONDON

Matti Leppälä Secretary general & CEO PENSIONSEUROPE

Luc Vansteenkiste Chairman EUROPEANISSUERS

Olivier Rousseau Executive director FONDS DE RESERVE POUR LES RETRAITES – The French pension reserve fund

Philippe Benaroya CEO and Managing partner GENERALI GLOBAL INFRASTRUCTURE

Christian Walter Professor KEDGE Business School & Chair holder « Ethics and Finance » FMSH & another academic

Margarita Delgado Deputy Governor BANCO DE ESPAÑA

Valérie Baudson CEO AMUNDI

Florence Lustman Chair FEDERATION FRANCAISE DE L’ASSURANCE - French Insurance Federation

Dr Victoria Barbary Director of Strategy & Communications INTERNATIONAL FORUM OF SOVEREIGN WEALTH FUNDS

Marie Luchet Director of Continental Europe PRI

Torbjörn Hamnmark Head of strategic asset allocation AP3 THIRD SWEDISH NATION PENSION FUND (Sweden)

Dr. Elisabeth Bourqui Board member, HELSANA HEALTH INVESTMENT FUND Board member, LOUIS-JEANTET FOUNDATION & GREENBRIX INVESTMENT FOUNDATION

Spea

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21

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October 6 2021

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EARLY BIRD for any payment before 07/16/2021 ❏ 790€ exc. VAT/ 948€ incl. VAT

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3.05pm – 3.45pm ❏ 1 - DIVERSITY & INCLUSION or ❏ 2 - ALLOCATION

4.15pm – 4.55pm ❏ 3 - REAL ESTATE or ❏ 4 - CREDIT

5.00pm – 5.40pm ❏ 5 - VERY LONG TERM INVESTING or ❏ 6 - IMPACT STRATEGIES