2025_10_09_eu_roadshow_agenda_live

www.KraneShares.eu www.ChinaLastNight.com www.ClimateMarketNow.com THE 5TH ANNUAL KRANESHARES International Investment Forum Thursday, 09 October 2025 12:00 – 16:30 BST The Gherkin 30 St Mary Axe London EC3A 8BF

Conference Agenda 12:00 Registration & Light Lunch 12:30 Opening Remarks Jonathan Krane, KraneShares, CEO 12:35 Rating the China Equity Re-Rating Brendan Ahern, KraneShares, CIO 13:05 The China Portfolio Effect: Investing Through Geopolitics & Breakthroughs in AIJonathan Neill, FPP Investment Management, Partner Manish Singh, CFA, Crossbridge Capital, CIO Boryana Perfanova, CFA, Brown Shipley, Client Investment Specialist Dr. Xiaolin Chen, KraneShares, Head of International 13:40 From Rare Earths to Humanoids: How Geopolitics is Shaping the Markets of TomorrowDavid Adelman, KraneShares, Managing Director & General Counsel James Maund, KraneShares, Head of Capital Markets 14:00 Coffee Break 14:10 Alibaba: AI for E-Commerce Kristina Hui, Alibaba Group, Head of Tmall UK 14:40 Humanoid Robotics and Embodied Intelligence Discussion: Fireside Chat with Alfredo Fernandez Carballal on KOIDAlfredo Fernandez Carballal, Robostore / Unitree USA, CFO KOID, Unitree, G1 Ultimate Humanoid Robot Dr. Xiaolin Chen, KraneShares, Head of International Brendan Ahern, KraneShares, CIO 15:20 Carbon as an Asset Class: Delivering Returns and DiversificationLuke Oliver, KraneShares, Head of Climate Investing 15:40 Closing Remarks Luke Oliver, KraneShares, Head of Climate Investing 15:45 Cocktail Reception 16:30 End of ForumThe global ETF industry continues to evolve at an unprecedented pace, giving investors access to sophisticated international and alternative strategies once reserved for hedge funds and private investment vehicles. As we enter a new growth era, traditional playbooks may no longer suffice. Exposure to international markets like China and asset classes such as carbon has never been more critical. At the 5th Annual KraneShares International Investment Forum, leading strategists, diplomats, allocators, and corporate executives will provide forward-looking insights and actionable strategies on pressing investment themes, including portfolio construction, China’s market outlook, carbon and climate markets, and alternative investing. This year, we’re also bringing the future to life with KOID, the advanced Unitree G1 Ultimate Humanoid Robot. Join a special session on Humanoid Robotics and Embodied Intelligence, featuring a fireside chat with Alfredo Fernandez Carballal CFO of Robostore / Unitree USA, and Dr. Xiaolin Chen, Head of International at KraneShares. Witness how robotics and innovation are reshaping industries globally, while gaining practical insights for navigating the evolving investment landscape.The 5th Annual KraneShares International Investment Forum

Boryana Perfanova, CFA, Brown Shipley, Client Investment Specialist Boryana Perfanova is a Client Investment Specialist at Brown Shipley. Her experience spans across HSBC Private Bank and Barclays Private Bank where Boryana worked with High and Ultra High Net Worth private clients and family offices. For over a decade Boryana has worked with private clients helping them construct bespoke investment portfolios aligned with their financial needs and objectives, incorporate all public and private market asset classes. Boryana is a CFA charter holder and a Chartered Fellow with the Chartered Institute of Securities and Investment (CISI). She holds a First-Class Honours BSc in Economics, Banking and Finance from Cardiff University. Manish Singh, CFA, Crossbridge Capital, CIO Manish Singh is Chief Investment Officer and Portfolio Manager at Crossbridge Capital Group in London overseeing multi-asset investments. Previously he has worked at Société General and UBS Investment Bank in London and Hong Kong. Manish has over 18 years of experience in financial markets and global macroeconomics and gets interviewed regularly on CNBC, Bloomberg, ET Now. Manish holds a B.Tech degree in Chemical Engineering from Indian Institute of Technology (IIT) Mumbai, MSc in Finance & Management from Cranfield School of Management UK and is a Chartered Financial Analyst (CFA) charter holder. Manish has a very keen interest in government policy with a focus on economy and education. He is in regular contact with the policy makers and their senior advisers, think tanks in U.K., US and India and is often invited to speak at seminars and roundtables. Dr. Xiaolin Chen, KraneShares, Head of International Xiaolin is the Head of International at KraneShares and manages the firm’s business outside of the United States. She oversees efforts to solidify KraneShares’ thought leadership throughout the industry. Before joining the firm, Xiaolin was responsible for managing $70 billion in client portfolios at J.P. Morgan Private Bank. Xiaolin has extensive experience developing strategic asset allocation for clients globally investing across traditional and liquid alternative investments. Having lived and worked in Asia, Europe, and the U.S., Xiaolin brings an unparalleled market insight to her client engagements worldwide. Xiaolin is a regular speaker on CNBC and Bloomberg among various broadcast and online media, and a frequent contributor to national and international publications. Xiaolin holds a Bachelor and PhD’s Degree in Computer Science obtained from Nottingham University in the United Kingdom. Jonathan Neill, FPP Asset Management, Partner Jonathan Neill is the founding partner of FPP Asset Management LLP and has nearly 30 years of investment management experience. From 1990 to 1998 he was senior investment manager at Pictet Asset Management London, jointly responsible for the group’s Specialist Equity business of International Smaller Companies and Emerging Markets, totalling over US$3bn under management. Prior to Pictet, Jonathan was at Mercury Asset Management from 1988 to 1990 – Manager of specialist international growth stocks and the Mercury Recovery Fund. He started his career in 1986 at Oppenheimer Fund Management where he managed global and UK income and growth Funds. Jonathan has a BA Hons French from the University of Bristol in the UK. David Adelman, KraneShares, Managing Director & General Counsel Ambassador (Ret.) David Adelman is a Managing Director and the General Counsel of KraneShares. He previously was a Managing Director at Goldman Sachs in Hong Kong and partner in two global law firms practicing law in New York, Washington, D.C., and Atlanta. David was the 15th United States Ambassador to Singapore, concluding his service in 2013. David was an appointed member of the Monetary Authority of Singapore’s Capital Markets Committee and served on the Executive Board of the Hong Kong Treasury Markets Association. He was a member of the Board of Governors of the American Chamber of Commerce in Hong Kong. David is a Trustee of the National Committee on American Foreign Policy and a member of the Council on Foreign Relations and the Advisory Board of the Israel-Asia Center. He is an Adjunct Professor at New York University, where he teaches international relations of the Asia-Pacific region at the graduate level. David received his J.D. from Emory University where he is a recipient of the Emory Medal. He earned an M.P.A from Georgia State University and B.A. from the University of Georgia. David and his wife Caroline reside in New York City and have three adult children. Brendan Ahern, KraneShares, CIO Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2012. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape. Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night (www.chinalastnight.com), which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia, and he is quoted in The Wall Street Journal and Investor’s Business Daily. Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco. Jonathan Krane, KraneShares, CEO Jonathan Krane is the founder and CEO of KraneShares, an asset management firm delivering China and climate focused exchange traded funds to global investors. He has spent the last 20 years working with companies in China. KraneShares is majority owned by China International Capital Corporation (CICC). Jonathan received an MBA from Columbia Business School and a BA from Connecticut College. He is on the board of Connecticut College and is a member of the Young Presidents Organization (YPO). Jonathan is also the author of The Wall Street Journal Best Seller, The China Dream. Featured Speakers (in order of appearance):

www.KraneShares.eu www.ChinaLastNight.com www.ClimateMarketNow.com Climate Market Blog ClimateMarketNow.comDaily China Note ChinaLastNight.com Fund Specific Research KraneShares.euSign Up For Our ResearchLuke Oliver, KraneShares, Head of Climate Investing Luke Oliver leads the KraneShares Climate solutions business building innovative products that provide access to unique markets within this growing investment universe. In addition to curating the firm’s climate, carbon and impact strategies, Luke works closely with clients to educate on the asset class and client implementation strategies. He is a regular industry commentator on TV, press, and online media and is responsible for digestible research on climate topics. Prior to joining KraneShares, Luke built and ran the $21bn US XTrackers ETF business at DWS (formerly Deutsche Asset Management) where he pioneered currency hedging, onshore China, and more recently ESG strategies which were among the first to recognize the need for value-aligned portfolios. Prior to this, he was the portfolio manager of $16bn in commodity assets across the PowerShares DB Commodity ETF suite. Luke has a reputation for building strong, diverse teams, creating profitable businesses, and bringing innovative solutions to market. His 20-year financial career also included time on the capital markets sell- side. This diverse experience has allowed Luke to identify the most powerful emerging trends in the investment landscape. “Pricing carbon emissions and decarbonizing the global economy is the single greatest challenge, and opportunity, we will ever be presented with. I have no doubt this will be our mission for the next 20 years and it must not fail.” Alfredo Fernandez Carballal, Robostore/Unitree USA, CFO Alfredo Fernandez Carballal is the CFO of Robostore, the master distributor of Unitree Robotics in the US. Unitree is a global leader in agile quadruped and humanoid robots for industrial, research, and security applications. Alfredo also serves as the CFO of Defender Safety, a safety equipment company that provides safety solutions for construction sites, industrial environments, health care systems, and physician offices. Alfredo earned an MBA in Finance and Entrepreneurship from Rollins College. KOID, Unitree, G1 Ultimate Humanoid Robot KOID was born in the Unitree Robotics factory in Hangzhou, China, and is modeled on the cutting-edge Unitree G1 humanoid platform. Serving as the official ambassador of the KraneShares Global Humanoid & Embodied Intelligence Index ETF (Ticker: KOID), KOID embodies the fusion of advanced robotics and artificial intelligence. From ringing the Nasdaq opening bell to appearing at global events, KOID represents the rapid evolution of embodied intelligence and the $5 trillion humanoid robotics opportunity projected by Morgan Stanley. James Maund, KraneShares, Head of Capital Markets James Maund joined KraneShares as head of Capital Markets in January 2020. James has more than 15 years of experience in ETF trading and capital markets. Prior to joining KraneShares, James was a Vice President in the Institutional ETF Group / ETF Capital Markets Group at State Street Global Advisors. He has extensive connectivity within the ETF trading ecosystem including market makers, brokers, and exchanges. He is a seasoned speaker at industry events, conferences, and forums on topics related to ETFs, liquidity, options, equity market structure, and trading. Prior to State Street, James was an ETF trader at Goldman Sachs & Co. His primary responsibility was as a specialist/ market maker for Exchange Traded Funds on the floor of the New York Stock Exchange, and later on the American Stock Exchange and in the firm’s Index Arbitrage group. James earned a Bachelor’s degree in Economics from Wesleyan University in Middletown, CT. Kristina Hui, Alibaba Group, Head of Tmall UK Kristina has been with Alibaba for over 5 years. She has a dedicated focus on the Tmall Global platform with a particular emphasis on the Beauty category. She has been instrumental in helping global brands successfully enter the Chinese market through cross-border strategies.