Agenda

•  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)

Focus

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:

• Link to the SAMBA document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0 

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