SAMBA Monthly Private Investment Roundtable 16

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
• All planned Roundtable dates until end of 2023 are also in the SAMBA document folder (see a4-SAMBA Roundtable dates)

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

• Roundtable 17: Wednesday 15 March 2023 via ZOOM at 12:00h: Review on Value Investments by Quantex AG
• Roundtable 18: Wednesday 19    April 2023 via ZOOM at 12:00h: Will India be an interesting Investment Case?
• Roundtable 19: Wednesday 17    May 2023 via ZOOM at 12:00h: Update on the Singularity Company Valuation System

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

Event Organizer

• Virtual via Zoom
• +41792751731
• http://www.swissmbas.com/

15th February 2023 12:00 PM - 12:05 PM

Introduction and Review last Roundtable

Dr. Marc-André Schauwecker, President, SAMBA

12:05 PM - 12:45 PM

Presentation of Alpinum Investment Management AG

Mr. Reto Ineichen, CEO & CIO, Alpinum Investment Management AG

Mr. Vilien D. Stanisic, B.A., Head Distribution, Alpinum Investment Management AG

12:45 PM - 12:50 PM

Status SAMBA Flex Portfolio and Asset Allocation

Mr. Markus Kaeser, Managing Partner, SIS Group AG

12:50 PM - 13:00 PM

Q/A about the Market Macro Situation

All participants