About
Given the changing demands of the capital markets, investor relations, sustainability, and strategic resilience can no longer be viewed in isolation. Companies operate in an environment characterized by geopolitical uncertainty, shifting expectations regarding legitimacy, and new valuation metrics. Resilience, security, stable supply chains, and energy supply are coming into sharper focus, as are adapted ESG frameworks, credit policies, and investability criteria.
For our 3rd Investor Relations Roundtable at Deloitte, we are bringing together experts from investor relations, sustainability, asset management, rating agencies, and the real economy to discuss current developments, align perspectives, and assess strategic implications for companies.
This includes, among other things, the following questions: How is the understanding of investability changing amid geopolitical uncertainty and growing expectations for resilience? Will sustainability be defined primarily in terms of system stability and financial viability in the future, and what does that mean for business models and capital market communication?
The format offers concise insights, an interactive discussion, and ample space for a confidential exchange among major German companies from various industries with a global shareholder structure and international markets (Chatham House Rule).
Roundtable Overview:
April 28, 2026, at Deloitte’s offices in Frankfurt am Main
For experts in investor relations, sustainability, asset management, and capital markets
External insights from banking and corporate perspectives, panel discussion, and conversation
Compact half-day format from 9:30 a.m. to 1:00 p.m., followed by lunch
Please note that the Roundtable will be held in german.
Agenda
time
Program
Check-in & Networking
Welcome & Introduction
Fatbardh Kqiku, econsense
Keynote: Investment Viability at the Intersection of Legitimacy and Resilience
Dr. Julia Dieckmann, Deutsche Bank (confirmed)
Geopolitical shifts are currently having a noticeable impact on how investability is assessed. New gray areas are emerging between traditional exclusion and strategic resilience, while the understanding of risk is expanding from purely impact-related issues to ensuring systemic stability. As a result, even previously established red lines and boundaries of legitimacy are shifting.
Keynote: How are companies addressing new expectations regarding resilience, security, and social responsibility? How can resilience factors be successfully incorporated into the business case?
Mikko Meyder, Evonik (confirmed)
Companies are increasingly under pressure to strategically integrate resilience, security, and social responsibility into their planning. This involves not only managing security-related business areas but also navigating the tension between investors, the public, and internal risk and reputation considerations. The key question is how resilience factors can be translated into viable business cases and anchored in both short- and long-term scenarios.
Panel
Simone Ruiz-Vergote, MSCI (confirmed)
Ingo Speich, Deka Investment (confirmed)
Hendrik Schmidt, DWS (confirmed)
Resilience, security, and system stability are increasingly becoming central to valuation and investment decisions. This is shifting the standards: ratings, risk models, governance approaches, and capital market communication are facing the question of how to reflect new geopolitical and societal realities—without losing clarity and credibility.
Lunch & Get-together
Registration
Exclusive offer for econsense member companies
Deloitte GmbH
Deloitte provides industry-leading audit and assurance, tax and legal, consulting, financial advisory, and risk advisory services to nearly 90% of the Fortune Global 500® and thousands of private companies. Legal advisory services in Germany are provided by Deloitte Legal. Our professionals deliver measurable and lasting results that help reinforce public trust in capital markets, enable clients to transform and thrive, and lead the way toward a stronger economy, a more equitable society and a sustainable world. Building on its 175-plus year history, Deloitte spans more than 150 countries and territories.