Global Macro Situation and AI Application in Global Stock Selection

  • 15th May 2024
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information

 

Files

Syz Group Macro Outlook
PDF File View PDF

Event Schedule

12:00 - 12:05

Introduction and Review Last Roundtable

Dr. Marc-André Schauwecker, President, SAMBA

12:05 - 12:25

Presentation Syz Group

(Charles-Henry Monchau, Chief Investment Officer, Syz Group)

  • What did we learn in H1 ?
  • The House View
  • Investment Themes

12:25 - 12:45

Presentation House of Q.Brands

(Sabina E. von Arx, Founder & CEO, House of Q.BRANDS; Ronnie Söderman, Head of AI team, AI-POWERED Q.BRANDS UCITS FUND)

  • How to apply AI in Wealth Management
  • The benefits of AI that will take asset management to the next level
  • Our (proprietary) approach – demonstrated on our use case – our Q.BRANDS UCITS Fund www.q-brands.com

12:45 - 13:00

Status SAMBA Portfolio Flex / Asset Allocation / Discussion

(Mr. Markus Kaeser, SIS Group AG)

  • SAMBA Portfolio FLEX