Investment Roundtable 34 - Exploring the Role and Strategies of Flexible Allocation Equity Funds

  • 14th August 2024
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information

Price List

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Organizer

SAMBA

Organizer Name : SAMBA

Video Gallery

Investment Roundtable with SAXO Bank and SIA Funds AG

Files

SwissMBAs Document Folder
21st July, 2024
Presentation- Saxo Bank
15th August, 2024
PDF File View PDF
Presentation-SIA Funds AG
15th August, 2024
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

Steen Jakobsen, Former Chief Investment Officer, SAXO Bank

12:25 - 12:45

Presentation of SIA Funds AG

Alex J. Rauchenstein, Managing Partner, SIA Funds AG

What is special about SIA's value approach?

  • We call our investment philosophy “Strategic Value Investing”
  • Founded over 35 years ago by José Carlos Jarillo, a Harvard Strategy Professor and co-author with Michael Porter, our strategic analysis toolbox has evolved under SIA's experienced investment team.  
  • SIA embraces an entrepreneurial perspective, describing our investment philosophy as "Strategic Value Investing" or "applying private equity principles to listed companies."  

12:45 - 13:00

Status SAMBA Portfolio Flex / Asset Allocation / Discussion

Mr. Markus Kaeser, SIS Group AG / all

  • Feedback from the last Investment Core Group meeting
  • What did we change during the last weeks in the SAMBA Flex Portfolio?
  • Discussion & your proposals to improve the SAMBA Portfolio Flex allocation

13:00 - 13:10

Networking Breakout Session

Price List