Welcome to Bernstein's
21st Annual Pan European Strategic Decisions Conference

The Pan European Strategic Decisions Conference, a twenty-one-year tradition at Bernstein, is unique among investor conferences.  It combines the industrial-strength research of Bernstein's independent equity analysts with the insights of CEOs from the world's largest and most important companies.


Conference Dates:
Wednesday 25th September - Thursday 26th September, 2024


Conference Location:
The Royal Lancaster
Lancaster Terrace
London, W2 2TY

Enquiries: Should you have any questions, please e-mail your Bernstein Salesperson or the Conference Team at  BernsteinEUInvestorAccess@bernsteinsg.com

Keynote Speakers
Wednesday 25th September, 12:00pm
Westbourne Suite, Lower Ground Floor

Navigating the Geopolitical Storm - Implications of the US Elections and Beyond

Speaker ImageTina Fordham is a trailblazer in the field of global political risk.

For nearly 25 years, Tina has advised institutional investors, boards, prime ministers, 3-star generals, the UN and the C-suite on geopolitical and socio-economic risks, and the implications of global developments. The first Chief Global Political Analyst on Wall Street (Citi) and the founder of Eurasia Group's financial markets research business, Tina has served as a senior advisor in the U.K. Prime Minister's Strategy Unit and was appointed by UN Secretary-General Ban Ki-moon to the United Nations first High-Level Panel on Women's Economic Empowerment.

In 2022, Tina founded Fordham Global Foresight, an independent advisory firm. Fordham Global Foresight provides actionable, forward-looking guidance, helping firms raise their "PQ"-Political Quotient and navigate geopolitical risks and social change in order to thrive during a period of disruption unprecedented for this generation of business leaders.

A dual US-UK citizen based in London, Tina earned her Master of International Affairs degree at Columbia University's School of International and Public Affairs, and is a member of SIPA's International Advisory Board. She is a frequent guest on Bloomberg, CNN and CNBC, and a contributor on leadership strategy for Forbes
Thursday 26th September, 12:00pm
Westbourne Suite, Lower Ground Floor


Speaker ImageKlaus Baader
Chief Economist
Société Générale		 Klaus Baader became SGCIB's Global Chief Economist in September 2017 having previously been Chief Asia-Pacific Economist and Head of Research Asia-Pacific, as well as Chief Euro Area Economist.

He joined Société Générale in July 2009 from Merrill Lynch, where he had been Chief Europe Economist since 2006.

Prior to that, he was at Lehman Brothers for ten years, latterly as Senior Europe Economist. He has also held positions at UBS and Deutsche Bank.

Klaus began his career at Salomon Brothers in 1989, after studying Economics and Political Science at the University of Cologne and the London School of Economics. He received the B.Sc. in Economics from LSE in 1988, and completed a Master's degree in Economics in 1989.

Hotel Accommodations
Bernstein is pleased to offer hotel accommodations at the:

The Royal Lancaster
Lancaster Terrace
London, W2 2TY

Bernstein has arranged for a block of rooms with rates starting at £450/night. To book your room at our conference rate, please visit this link.

For more information about the Royal Lancaster Hotel and the surrounding area, please visit: https://www.royallancaster.com/

BERNSTEIN PRE-SDC ANALYST DAY
Tuesday 24th September 2024
Please join us for our Pre-SDC Analyst Best Ideas Day, taking place at the Royal Lancaster Hotel on Tuesday 24th September the day before the Pan European Strategic Decisions Conference.

Date/Time:
Tuesday, September 24th, 2024
8AM - 5:15PM

Location:
The Royal Lancaster
Lancaster Terrace
London, W2 2TY

Format:
12 Analysts will present a selection of hotly debated, and in some cases outright contrarian, stock ideas, followed by an audience Q&A session.
In addition, analysts across all sectors will be available throughout the day for 30-minute 1on1 Speed Dating sessions.
Pre-SDC Analyst Day Agenda
Line-up/stocks subject to change
TIME PRESENTER STOCK
8:00AMRegistration & Breakfast
8:30AMMichael Parker & Kokou Agbo Bloua
Head of APAC & EMEA Research
Global Head of Economics, X-Asset & Quant Research		Introduction
9:00AMTrevor Stirling
EU Beverages		Pernod Ricard
9:30AMWill Woods
EU Food Retail, General Retail & Food Delivery		JD Sports
10:00AMWill Kirkness
EU Business Services		Bunzl
10:30AMCoffee Break
10:45AMNick Lyall
EU Telecom Services		BT
11:15AMSara RussoEU Semiconductors
Infineon
11:45AMJustin Smith
EU Biopharmaceuticals		AstraZeneca
12:15PMLunch with Bruno Monteyne & Callum Elliott
EU Food, Household & Personal Care
U.S. HPC, Beverages/Snacks
L'Oréal is not another Estée Lauder
1:30PMLisa Clive
EU Medical Technologies & Services		Smith & Nephew
2:00PMVictor Acitores
EU Industrials & Infrastructure		Vinci
2:30PMAlex Irving
EU Transport		Ryanair
3:00PMCoffee Break
3:15PMIrene Himona
EU Oil & Gas		Shell
3:45PMPeter Clark
EU Chemicals		BASF
4:15PMNick Green
EU capital Goods		Kone
4:45PMRichard Clarke
EU Hotels & Leisure 		Whitbread
5:15 PMEND


Speed Date our Analysts - 1on1s (30 mins each)
Please book your slot using the links below or reach out to your Bernstein Salesperson if you would like a catch up with any of our analysts!
EU Automobiles & ComponentsStephen ReitmanBook here
EU BeveragesTrevor StirlingBook here
EU BiopharmaceuticalsFlorent Cespedes & Justin SmithBook here
EU Business ServicesWill KirknessBook here
EU Capital GoodsNick Green & Daniel Cunliffe Book here
EU ChemicalsPeter ClarkBook here
EU Food Retail; General Retail & Food DeliveryWilliam WoodsBook here
EU Food; EU Household & Personal CareBruno MonteyneBook here
EU Industrials & InfrastructureVictor AcitoresBook here
EU MediaChristophe Cherblanc Book here
EU Medical Technologies & ServicesLisa CliveBook here
EU Oil & GasIrene HimonaBook here
EU Real EstateValerie Jacob & Ben RichfordBook here
EU Semi ConductorsSara RussoBook here
EU Technology/SoftwareRichard NguyenBook here
EU Telcom servicesOttavio Adorisio & Nick LyallBook here
EU TransportAlex IrvingBook here
EU UtilitiesDeepa VenkateswaranBook here
Global Hotels & LeisureRichard ClarkeBook here
Global Luxury GoodsLuca SolcaBook here
Global Oil ServicesGuillaume DelabyBook here
Mid & Small CapsAleksander PetercBook here

For more information about the 21st Annual Pan European Strategic Decisions Conference, please visit the conference website

Should you have any issues registering for the Pre-SDC Analyst Day or Speed Dating 1x1s, please reach out to BernsteinEUInvestorAccess@bernsteinsg.com

Please contact Bernstein EU Investor Access for further assistance with registration or logistics.