- Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker, SAMBA)
- Presentation and Q/A of Picard Angst AG 30min (Mrs. Chrys Kamber, Fund Manager on Indian Investments, Picard Angst AG)
- Status SAMBA Flex Portfolio and Asset Allocation 10min (Mrs. Gabriela Stadler, Gaia Management AG / Mr. Markus Kaeser, SIS Group AG)
- Q/A about the Market Macro Situation 10min (all participants)
Picard Angst AG
- History of Picard Angst AG
- Macro Situation and Investing Strategy
- Presentation of Picard Angst Padma India Fund
Short Review of SAMBA Flex Portfolio and Current Market Recap
- Is our Asset Allocation still valid? Feedback from the Investment Core Group.
- What can be improved in the present SAMBA Flex Portfolio?
- Homework: Investment proposals by the participants to: [email protected]!
Important points to keep in mind:
Note: This is not an investment advice, and for informational and educational purposes only!