European Leadership Conference: Consolidated Conference Feedback

Research evidence excerpt

European Leadership Conference: Consolidated Conference Feedback

Equity Research

27 May 2026

European Leadership Conference

Consolidated Conference

Feedback

Our 2026 European Leadership Conference on 21 May

European Equity Product Management

brought together c.50 companies across panels, 1x1 and Group

small group meetings, with c.280 investors in attendance. Rob Bate* +44 (0)20 7773 3576

What did our analysts take away from the event? rob.bate@barclays.com

Barclays, UK

The European Leadership Conference combined access to company management with a dual- Lindsay Sedola*

track programme, running meetings in parallel with a main stage agenda of fireside chats, +44 (0)20 7773 0474

lindsay.sedola@barclays.comthematic panels and keynote sessions, including a discussion with a former Chief of MI6.

The main stage agenda focused on a set of core strategic themes, including European Anna Woodcock*

electrification and rising power demand (National Grid), energy security (AkerBP, +44 (0)20 7773 3935

ENI), industrial cycle positioning (ABB), scaling innovation in healthcare (GSK, Novartis), the anna.woodcock@barclays.com

development of European financial markets (Deutsche Boerse, Generali, Barclays), and the Barclays, UK

implications of geopolitics for asset allocation (Fidelity International, Nordea Asset

Management). Discussions also covered demand resilience in consumer markets (Nestlé) and

broader questions around Europe’s competitiveness and strategic autonomy in a changing

global landscape. These were complemented by fireside discussions with senior executives,

focusing on strategy, capital allocation and how management teams are responding to the

current macro environment.

We look forward to continuing to grow this event at the 2027 European Leadership