Introduction and Review last Roundtable

Dr. Marc-André Schauwecker, President, SAMBA

Presentation of Investec Bank Switzerland

Annelise Peers, Chief Investment Officer, Investec Bank Switzerland

• Looking back at history of world interest rates
• What is the market forecasting for cyclical inflation trends
• Does that change the secular trend and what is the impact on markets

Presentation of AGFIF International AG

Mojmir Hlinka, CEO,  AGFIF International AG

• Aspects of Behavioral Finance
• Process of Investment Decisions
• Difference to regular Global Investments

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