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18 th Oddo Forum The biggest forum for European midcap Invitation

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Page 1: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

18th Oddo ForumThe biggest forum for European midcap

Invitation

Page 2: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

Oddo Forum: invitation for 8 & 9 January 2015

Oddo & cie has the pleasure of inviting you to the 18th Oddo Forum. The largest forum for European midcap will take place on Thursday 8 and Friday 9 January 2015 at the Lyon Co nvention Center .

We are expecting 170 European companies and at least 300 investors to attend the event. More than 3,000 meetings (one-to-one, one-to-few and group meetings) will be organised over the two days.

You are invited to enjoy the festivities planned for Thursday 8 January at 8.00 p.m. at the Lyon Convention Center.

Read on to discover more about the event...

Page 3: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

Oddo Forum: the benchmark event for the past 17 years

With 17 years experience, the Oddo Forum is the largest event of its kindexclusively for European listed companies with a market capitalisation of up to € 12bn

In January 2014

� 172 companies (+4% vs the 2013 event), including 38 foreign groups (+12%) � 185 institutions (+15%)� 337 investors (+20%), including 116 foreign investors (+33%)� 3,911 one-to-one meetings during the two-day event (+19%)

Involvement of senior management

� In 2014: 280 company managers, 143 of which senior managemen t� The impact on investors is all the greater thanks to the presence of senior management

Page 4: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

The concept: "speed meetings" between investors and midcap companies

Efficient and fruitful :The maximum number of meetings, in the shortest possible time� One venue, two days� High quality meetings lasting 45 minutes� Different types of meetings: one-to-one, one-to-few, group meetings

Flexible � Meetings organised to suit availability: one day, two days, a half-day; at your convenienceTailor-made� A team specifically set up to oversee the event and your participation� Online registration at: www.oddo-forum.com

Convivial� An event which takes place in a friendly, attentive and welcoming atmosphere� An evening event planned for Thursday 8 January, providing the opportunity to meet in

the relaxed environment of an evening buffet

Page 5: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

Meetings: 3 types of 45-minute meeting

One-to-one

One-to-fewA meeting with a group of 2 to 4 investors

Group meetingA company presentation with an audience of up to 30 investors

Page 6: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

The "bonus": ESG Forum (Environmental, Social & Governance)

Approach� A platform for those companies that have examined and adapted their organisation to reflect a commitment to respect ESG (Environmental, Social, Governance) criteria.� Giving investors the opportunity to meet with companies whose management methods in this domain are increasingly active and wide-ranging

Change� January 2010, creation of the ESG forum� In 2014, 15 companies participated under the ESG banner

Strengths A company can participate on two levels: � In the usual manner with a communication on the current situation and company outlook� A company participating under the ESG banner will benefit from two stands

A company in black-out period, can participate unde r the ESG banner

Terms and conditionsThose companies participating under the ESG banner will benefit from the same level of organisation as those attending the standard Forum. Their stands will be located within the forum venue

Page 7: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

The programme for the upcoming event

Thursday 8 January 2015� 08.00 a.m. Participants are welcomed to the convention center � 09.00 a.m. Meetings begin � 10.30 a.m. Morning coffee break� 12.30 p.m. Lunch at the convention center� 02.30 p.m. Meetings � 04.15 p.m. Afternoon coffee break� 06.15 p.m. Meetings close for the day� 08.00 p.m. Evening event

Friday 9 January 2015� 08.00 a.m. Participants are welcomed to the convention center � 09.00 a.m. Meetings begin � 10.30 a.m. Morning coffee break� 12.30 p.m. Lunch at the convention center� 02.30 p.m. Meetings � 06.15 p.m. Meetings close for the day

Page 8: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: 134 French companies

COMPANY CAPI. M€ NOV. 2013 COMPANY CAPI. M€ NOV. 2013 C OMPANY CAPI. M€ NOV. 2013

1000MERCIS 151 CGG 2699 GROUPE GORGÉ - ECA 124AB SCIENCE 485 CGG / SRI FORUM 2699 GROUPE NOBLE AGE 122AFFINE 128 CLASQUIN 52 GROUPE OPEN 55AIR FRANCE-KLM 2221 COMPAGNIE DES ALPES 359 GROUPE OPEN / SRI FORUM 55AKKA TECHNOLOGIES 330 DBV TECHNOLOGIES 129 GUERBET 335ALBIOMA 580 DELTA DRONE 107 HAVAS 2317ALTAMIR 378 DNXCORP 49 HI MEDIA 77ALTRAN TECHNOLOGIES 1113 ECONOCOM 687 ID LOGISTICS 304ANF IMMOBILIER 398 EOS IMAGING 108 ID LOGISTICS / SRI FORUM 304APRIL 590 EURAZEO 3537 ILIAD 9726ARKEMA 5078 EURO DISNEY 175 IMERYS 4411ATOS 5426 EUROFINS 2796 IMPLANET 41AUSY 106 EUTELSAT COMMUNICATIONS 4844 INGENICO 2897AVANQUEST SOFTWARE 27 EXEL INDUSTRIES 268 INNATE PHARMA 125BASTIDE 81 FAIVELEY 811 INSIDE SECURE 85BIC / SRI FORUM 4271 FAURECIA 2652 INTERPARFUMS 732BIGBEN INTERACTIVE 125 FONCIÈRE DES RÉGIONS 3576 INTERPARFUMS / SRI FORUM 732BOIRON 919 GEMALTO 6867 IPSEN 2848BONDUELLE 570 GFI INFORMATIQUE 250 IPSOS 1367BONDUELLE / SRI FORUM 570 GL EVENTS 390 JACQUET METAL SERVICE 309BOURBON 1368 GLOBAL BIOENERGIES 47 JCDECAUX 6420CEGEDIM 266 GROUPE CRIT 333 JCDECAUX / SRI FORUM 6420CFAO 2058 GROUPE EUROTUNNEL 3891 KORIAN - MEDICA 851

Page 9: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: 134 French companies (continue)

COMPANY CAPI. M€ NOV. 2013 COMPANY CAPI. M€ NOV. 2013 C OMPANY CAPI. M€ NOV. 2013

LACROIX 55 NRJ GROUP 571 STORE ELECTRONIC SYSTEMS 154LAGARDÈRE 3251 NUMERICABLE 3567 SYNERGIE 355LAURENT-PERRIER 412 ORPEA 2197 TECHNICOLOR 1243LDC 958 PARIS ORLÉANS 1264 TECHNIP 8358LISI 1137 PARROT 216 TÉLÉPERFORMANCE 2337M6 1990 PIERRE & VACANCES 189 THERMADOR GROUPE 283MANITOU 543 PIERRE & VACANCES / SRI FORUM 189 TONNELLERIE FRANCOIS FRERES 322MAUNA KEA TECHNOLOGIES 136 PRISMAFLEX INTL 16 TOUPARGEL GROUPE 70MECELEC 9 PSB INDUSTRIES 122 TOUPARGEL GROUPE / SRI FORUM 70MEDICREA 75 RIBER 42 TRIGANO 291MEDTECH 62 RUBIS 1620 U10 61MERSEN 542 SAFRAN 19445 VALEO 5867MERSEN / SRI FORUM 542 SAFT 622 VALLOUREC 5183MR.BRICOLAGE 105 SARTORIUS STEDIM BIOTECH 1788 VALNEVA 520NATUREX 461 SCOR 4803 VET'AFFAIRES 18NATUREX / SRI FORUM 461 SÉCHÉ ENVIRONNEMENT 242 VETOQUINOL 342NEOPOST 1928 SOLUCOM 135 VICAT 2409NETGEM 110 SOPRA GROUP 830 VILMORIN 1771NEXITY 1412 SPINEWAY 34 WENDEL 4779NEXITY / SRI FORUM 1412 STALLERGÈNES 763 YMAGIS 47NEXTRADIO TV 299 STEF 670 ZODIAC AEROSPACE 7232NORBERT DENTRESSANGLE 833 STERIA 456NORBERT DENTRESSANGLE / SRI FORUM 833 STERIA / SRI FORUM 456

Page 10: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: 38 European companies

COMPANY CAPI. M€ NOV. 2013 COMPANY CAPI. M€ NOV. 2013 C OMPANY CAPI. M€ NOV. 2013

AUSTRIA GERMANY NORWAYPALFINGER 946 CARL ZEISS MEDITEC 1922 THIN FILM 251

DEUTSCHE EUROSHOP 1786BELGIUM FIELMANN 3467 PORTUGAL

BEKAERT 1549 FRAPORT 4845 REN 1193DECEUNINCK 190 HANNOVER RE 7353DECEUNINCK / SRI FORUM 190 HOCHTIEF 4695 SPAINRENTABILIWEB 107 LANXESS 3929 ABENGOA 1215REZIDOR HOTEL GROUP 608 MTU AERO ENGINES 3654 AMADEUS IT HOLDING SA 12100SOLVAY 9317 PROSIEBENSAT.1 MEDIA 7256 DIA 4365

STADA ARZNEIMITTEL 2235 ENCE 776DANEMARK FLUIDRA 270

ALK-ABELLO 749 GRECE GOWEX 858ZEALAND PHARMA 177 INTRALOT 304 JAZZTEL 1934

MYTILINEOS-METKA 712 PRISA 231FINLANDE OPAP 2842

ORION 2749 SARANTIS 216 SWITZERLANDRAMIRENT 1011 AGTA RECORD 381

NETHERLANDSARCADIS 1794 UNITED KINGDOM

WHITBREAD 7516

Page 11: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: 101 French institutions

1818 GESTION AMUNDI BFT GESTION CREDIT AGRICOLE INDOSUEZ PRIVATE BANKINGAB CONSEIL APICIL BOUSSARD ET GAVAUDAN DEGROOF GESTIONABERDEEN (PARIS) AVIVA INVESTORS FRANCE CAPEXTENS DNCA FINANCEACROPOLE AM AXA IM (PARIS) CCR ASSET MANAGEMENT ECOFI INVESTISSEMENTSAESOPE B CAPITAL CDC ENTREPRISES VALEURS MOYENNES EDMOND DE ROTHSCHILD AMALEXANDRE FINANCE BANQUE DE FRANCE GESTION CFP ROULLIER ERAFPALLIANZ BANQUE BANQUE DEGROOF (FRANCE) CM CIC AM ERASMUS GESTIONALLIANZ GI INV EUROPE (PARIS) BANQUE LEONARDO CMI FRANCE ETOILE GESTIONALMA CAPITALS & ASSOCIES BANQUE MARTIN MAUREL LYON COGEFI GESTION EXANE ASSET MANAGEMENTAMBER CAPITAL (PARIS) BANQUE POPULAIRE DU MASSIF CENTRAL COMGEST EXANE DERIVATIVESAMILTON ASSET MANAGEMENT BANQUE POPULAIRE LOIRE ET LYONNAIS COVEA FINANCE EXIMIUMAMIRAL GESTION BARCLAYS WEALTH MGRS (GC) CPG FASTEA CAPITALAMPLEGEST BELLECOUR CAPITAL CPR AM FEDERIS GESTION D'ACTIFS

FRANCE

Page 12: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: 101 French institutions (continue)

FIDELITY (PARIS) LA BANQUE POSTALE AM MUTUELLE EPARGNE RETRAITE SAINT LEGER CAPITALFINANCIERE ARBEVEL LA FINANCIERE TIEPOLO MW GESTION SAINT OLIVE & CIEFINANCIERE DE L'ARC LAZARD FRERES GESTION NATIXIS AM SCHELCHER PRINCE GESTIONFINANCIERE D'UZES MANDARINE GESTION NEUFLIZE OBC INV SG PRIVATE BANKINGGENERALI INVESTMENTS FRANCE MARTIN MAUREL GESTION INSTITUTIONNEL NEXTSTAGE SPGPGROUPAMA AM MCA FINANCE ODDO AM SYCOMORE AMHIXANCE AM MEESCHAERT AM ODDO BANQUE PRIVEE TALENCE GESTIONHMG FINANCE MIRABAUD FRANCE OUDART GESTION TIKEHAU CAPITAL ADVISORSHSBC GAM (PARIS) MONETA AM PALATINE ASSET MANAGEMENT TOCQUEVILLE FINANCEINDEPENDANCE ET EXPANSION MONT BLANC ALPEN STOCK PLEIADE ASSET MANAGEMENT TRECENTO ASSET MANAGEMENTINOCAP MONTPENSIER FINANCE RAYMOND JAMES AM INTL TRUSTEAM FINANCEKBL RICHELIEU GESTION MONTSEGUR FINANCE ROTHSCHILD & CIE GESTION TWENTY FIRST CAPITAL

KEREN FINANCE

FRANCE

Page 13: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: 84 foreign institutions

AUSTRIA SHAREHOLDER VALUE BETEILIGUNGEN AG LOMBARD ODIER (GENEVE) LOTHIAN PENSION FUNDRAIFFEISEN KAG THILENIUS MANAGEMENT GMBH LT FUND M&G INVESTMENT MGT LTD

UNION INVESTMENT ONE INVESTMENTS MAKURIA INVESTMENT MANAGEMENT LLPBELGIUM P SQUARED ASSET MANAGEMENT MARBLE BAR AM

DIERICKX, LEYS & CIE NV - ANVERS JAPAN PASCAL INVESTMENT MCINROY & WOODFEDERALE ASSURANCE FMR (TOKYO) PICTET & CIE NEW PEAK CAPITAL PARTNERSPETERCAM (BRUSSELS) QUAN FUNDS OTUS CAPITAL MGTPUILAETCO DEWAAY LUXEMBOURG RAVEL CAPITAL MANAGEMENT ROYCE & ASSOCIATESSOFINA FINEXIS SA RBR CAPITAL ADVISORS AG RWC PARTNERS LIMITED

GS&P KAPITALANLAGEGESELLSCHAFT SA RV CAPITAL GMBH SVM ASSET MANAGEMENTCANADA PURE CAPITAL SCHRODER & CO BANKAG SYZ & CO AM

FIERA CAPITAL SWISS & GLOBAL AM (ZURICH) T ROWE PRICEGLOBAL ALPHA NETHERLANDS TARENO THREADNEEDLE INVESTMENTS

NYENBURGH WALTER CAPITAL PARTNERS TT INTERNATIONALGERMANY ZADIG AM

AEQUITAS SWITZERLAND UNTED KINGDOMB. METZLER SEEL SOHN & CO AIT ABERDEEN AM (LONDON) UNITED STATESDISCOVER CAPITAL GMBH ANKER INVESTMENTS AG ALKEN AM COLTRANE AMDWS DEAM (FRANKFURT) ARGOS MANAGERS CAZENOVE CAPITAL MGT FIRST PACIFIC ADVISORSFORUM FAMILY OFFICE ATONRA PARTNERS SA DENJOY CAPITAL GRANDEUR PEAK GLOBAL ADVISORSFRANKLIN TEMPLETON INVESTMENTS BELLEVUE ASSET MANAGEMENT FIDELITY (LONDON) MORGAN STANLEY IM (NEW YORK)LANGFRIST TGV (GERMANY) CREDIT AGRICOLE (SUISSE) SA FMR NANTHALA PARTNERSLUPUS ALPHA AM CREDIT SUISSE AM (ZURICH) HARGREAVE HALE SIERRA GLOBALMAIN FIRST AM FGP CAPITAL J.O. HAMBRO CAPITAL MGT VICTORYOCCASIO ALPHA GALFIN INVESTMENT LAZARD AM (LONDON) WELLINGTON (BOSTON)PEACOCK CAPITAL GMBH LANGFRIST TGV (SWITZERLAND) LOMBARD ODIER AM (EUROPE)

FOREIGN INSTITUTIONS

Page 14: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: trend in the regional breakdown of fund managers

2007 1232008 1232009 1022010 1042011 1212012 1302013 1632014 185

2007 1862008 2132009 1762010 1882011 2102012 2132013 2812014 337

Number of funds

Number of fund managers

2007 2008 2009 2010 2011 2012 2013 2014

Austria 0 1 0 0 2 1 5 1

Belgium 2 3 3 3 4 6 6 8

Canada 0 0 2 4 1 2 2 3

Denmark 0 0 1 0 0 0 0 0

France 127 159 131 131 142 139 194 221

Germany 9 9 5 8 11 13 18 17

Japan 0 0 0 0 0 0 0 1

Luxemburg 0 0 2 2 4 3 7 4

Monaco 1 0 0 0 0 0 0 0

Netherlands 0 0 0 0 0 0 0 2

Spain 2 0 0 0 0 0 0 0

Switzerland 14 8 11 15 23 28 25 36

United Kingdom 24 16 17 18 19 17 19 35

United States 7 17 4 7 4 4 5 9

186 213 176 188 210 213 281 337

Trend in the regional breakdown of fund managers

Page 15: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

ODDO FORUM 2014: statistics on meeting requests

Investors chose which investors they wish to meet with.

Companies received up to 48 meeting requests.

The table below lists the companies which received the greatest number of meeting requests and the client satisfaction rating received on the meetings organised.

Company CountryCapi M€

nov. 2013

Number of

requests

Number of met

investors

Total

number of

meetings

Numer of one-to-

one

Number of one-to-

few

Number of

group

meetings

Top

management

INGENICO France 2897 116 60 11 0 10 1 YES

CGG France 2699 110 71 13 6 5 2 NO

IMERYS France 4411 109 47 18 1 9 0 YES

FAURECIA France 2652 108 56 18 8 9 1 YES

VALEO France 5867 102 56 13 5 5 3 YES

ATOS France 5426 95 25 8 2 6 0 NO

GEMALTO France 6867 92 42 7 0 6 1 YES

IPSOS France 1367 91 51 16 1 15 0 YES

ZODIAC AEROSPACE France 7232 90 38 11 4 6 1 NO

ORPEA France 2197 89 49 12 5 6 1 NO

FAIVELEY France 811 86 46 18 8 10 0 YES

EUROFINS France 2796 85 48 16 8 8 0 YES

TÉLÉPERFORMANCE France 2337 84 32 10 2 8 0 YES

AMADEUS IT HOLDING SA Spain 12100 83 36 18 10 8 0 NO

ARKEMA France 5078 83 46 17 5 12 0 NO

AIR FRANCE-KLM France 2221 80 52 17 8 8 1 NO

ALTRAN TECHNOLOGIES France 1113 79 30 10 6 3 1 YES

EURAZEO France 3537 78 48 13 6 6 1 YES

ID LOGISTICS France 304 78 44 18 8 10 0 YES

SARTORIUS STEDIM BIOTECHFrance 1788 77 38 13 4 9 0 YES

Page 16: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

A team of analysts and traders that are leaders in their market

"Extel survey June 2014"

�N°1"France Small & Mid caps Research ""France Small & Mid caps Sales " "France Small & Mid caps Trading Execution "

� N°2"France Equity Sales " "France Trading execution "

� N°5"France Small & Mid caps Conference "

Page 17: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

Your contacts

Solène DepoorterProject Manager Corporate Access+33 4 72 68 27 [email protected]

Thomas DutheilProject Manager Corporate Access +33 4 72 68 27 15 [email protected]

Christina VuProject Manager Corporate Access +33 4 72 68 27 26 [email protected]

Nadine Sani Head of Corporate Access +33 1 44 51 83 81 [email protected]

Christille BothProject Manager Corporate Access +33 1 44 51 86 30 [email protected]

Benoît ChastelProject Manager Corporate Access +33 1 44 51 82 16 [email protected]

Marie-Christine Van HesscheHead of Corporate Marketing 01 44 51 85 [email protected]

Page 18: Oddo Forum 2015 Présentation UK [Mode de compatibilité] · 2014-07-23 · Oddo Forum: invitation for 8 & 9 January 2015 Oddo & cie has the pleasure of inviting you to the 18thOddo

Client testimonials

"The success of Midcap companies is a collective success. The Oddo Midcap Forum is the proof of this"An institutional investor

Oddo Midcap expertise is excellent, unique and sets it apart"An equity fund manager

"Oddo Midcap Forum is an unmissable event and a key date in our calendar"A mutual fund

2011 clients

From the satisfaction survey