Event Detail Information
Agenda
- Introduction and Review last Roundtable 5min (Dr. Marc-André Schauwecker, SAMBA)
- Presentation of Konwave AG 40min (Mr. Erich Meier, CFA, CEO & Partner, Konwave 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)
Content
Konwave AG (Mr. Erich Meier, CFA, CEO & Partner, Konwave AG)
- History of Konwave AG
- Macro Situation for Investing in Energy Transition and Gold Mines
- Presentation of Konwave Gold Equity and Konwave Transition Metals
Short Review of present SAMBA Flex Portfolio and Asset Allocation (Mr. Markus Kaeser, SIS Group AG)
- Is our Asset Allocation still in line with the market? Results of Investment Core Group!
- What can be improved in the present SAMBA Flex Portfolio?
- We expect investment proposals by the participants to improve the existing portfolio!
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: [email protected]
- All coming Roundtable dates until end of 2023 are also in the SAMBA document folder (see a4-SAMBA Roundtable dates)
Link to the Roundtable 12 with Zwei-WE (Wealth Experts):
https://drive.google.com/file/d/1f50IAkf3Pe4ZEbTSjEumYzxARuSWw58l/view?usp=drive_web
To mark the next SAMBA Roundtable events of 2022 in your calendar (content can still be adjusted):
- Roundtable 14: Wednesday 21 December 2022 via ZOOM at 12:00h: Review Investment year 2022, Outlook 2023, SAMBA Portfolio Flex review
- Roundtable 15: Wednesday 18 January 2023 via ZOOM at 12:00h: Inside view to successful crypto projects transformed to powerful businesses
- Roundtable 16: Wednesday 15 February 2023 via ZOOM at 12:00h: tbd
Note: This is not investment advice and is for informational and educational purposes only!
Please click on the link below to join the event:
Meeting ID: 869 2063 9771
Passcode: 440383
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Meeting ID: 869 2063 9771
Passcode: 440383
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Organizer
Organizer Name : SAMBA
Location : Virtual