Agenda:

• Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker, SAMBA)
• Presentation of Seilern Investment Management Ltd. 30min (Mr. Karl Safft, Seilern International AG)  
• Status SAMBA Flex Portfolio and Asset Allocation 5min (Mr. Markus Kaeser, SIS Group AG)
• Q/A about the Market Macro Situation 10min (All participants)
• AGFIF Market view / Portfolio Börsenradio 10min (Mr. Mojmir Hlinka, AGFIF AG)

Focus:

Seilern Investment Management Ltd.

• Seilern Investment Management Ltd. - The Firm
• Investing in Quality-Growth Companies
• Presentation of the Seilern World Growth fund

Short Review of current illustrative SAMBA Flex Portfolio and Asset Allocation

• Is our Asset Allocation still in line with the market?
• What can be improved in the present SAMBA Flex Portfolio?
• We expect investment proposals by the participants to improve the existing portfolio!

Market view by AGFIF AG

• Short opinion of an expert about the global financial markets?
• A look into the portfolio of Börsenradio

Important points to keep in mind:

• Link to the SAMBA document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0
• We will update the SAMBA Flex Portfolio file approx. every two weeks and load it onto the above document folder
• Study in advance the files Watchlist (EXCEL) and the last SAMBA Flex Portfolio (PDF)
• Send us in advance your investment ideas for our watchlist / SAMBA Flex Portfolio to: info@swissmbas.com

To mark the next SAMBA Roundtable events of 2022 in your calendar (content can still be adjusted):

• Roundtable 12: 20 October 2022 with physical presence at 18:00h: Zwei Wealth Experts AG, Genferstrasse 35, Zurich
• Roundtable 13: 23 November 2022 via ZOOM at 12:00h: AGFIF Market View and portfolio Börsenradio, SAMBA Portfolio Flex review,
• Roundtable 14: 21 December 2022 via ZOOM at 12:00h: Review Investment year 2022, Outlook 2023, SAMBA Portfolio Flex review

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

Please click on the link below to join the event:

https://us06web.zoom.us/j/84806912819?pwd=QktkWmhJUllobE01SzBhTU9sSm50Zz09 

Meeting ID: 848 0691 2819

Passcode: 501907

One tap mobile

+41225910156,,84806912819#,,,,*501907# Switzerland

+41315280988,,84806912819#,,,,*501907# Switzerland

Dial by your location

        +41 22 591 01 56 Switzerland

        +41 31 528 09 88 Switzerland

        +41 43 210 70 42 Switzerland

        +41 43 210 71 08 Switzerland

        +41 44 529 92 72 Switzerland

        +41 22 591 00 05 Switzerland

        +1 301 715 8592 US (Washington DC)

        +1 309 205 3325 US

        +1 312 626 6799 US (Chicago)

        +1 346 248 7799 US (Houston)

        +1 386 347 5053 US

        +1 564 217 2000 US

        +1 646 931 3860 US

        +1 669 444 9171 US

        +1 669 900 6833 US (San Jose)

        +1 719 359 4580 US

        +1 929 436 2866 US (New York)

        +1 253 215 8782 US (Tacoma)

Meeting ID: 848 0691 2819

Passcode: 501907

Find your local number: https://us06web.zoom.us/u/k9f2UQKt7