SAMBA Monthly Private Investment Roundtable 13

  • 23rd November 2022
  • Virtual
  •  12:00 PM - 01:00 PM
  • Virtual

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!

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Price List

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Organizer

SAMBA

Organizer Name : SAMBA

Location : Virtual

Price List

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