Investment Roundtable with Neue Bank AG and the Singularity Group AG

  • 12th June 2024
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information

 

You can find the link to the “SwissMBAs Document Folder” and presentation slides of the speaker (if made available), on the Files section below.

Note: This is not an investment advice, and for informational and educational purposes only!

Video Gallery

Files

Presentation - The Singularity Group AG
PDF File View PDF
Presentation - Neue Bank AG
PDF File View PDF

Event Schedule

12:00 PM - 12:05 PM

Introduction and Review last Roundtable

Dr. Marc-André Schauwecker, President, SAMBA

12:05 PM - 12:25 PM

Presentation of Neue Bank AG

Thomas Hemmerle - Executive Board, NEUE BANK AG
Patrick Kindle - Deputy Head of Asset Management, NEUE BANK AG

  • Our Global Picture (Short macroeconomic outlook)
  • ESG Investing (the Neue Bank way)
  • Combining ESG and Momentum (Champion Ethical Equity Fund – Global)

12:25 PM - 12:50 PM

Presentation of The Singularity Group AG

Evelyne Pflugi - CEO & Co-Founder, The Singularity Group AG

  • Identifying applied innovation - short update
  • What do 7 years of innovation research tell us about the world?
  • What is the market pricing in and why are real innovation grossly mispriced?

12:50 PM - 01:00 PM

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
     

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