SAMBA Monthly Private Investment Roundtable 19

  • 17th May 2023
  • Virtual
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information

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Please click on the link below to join the event:

https://us02web.zoom.us/j/81505663979?pwd=SHpqdWgzVmVIOTVSOGRTNWVDM1IvQT09


Meeting ID: 815 0566 3979

Passcode: 961166

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Meeting ID: 815 0566 3979

Passcode: 961166

Find your local number: https://us02web.zoom.us/u/k8mw7oYcr


Agenda

  • Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker, SAMBA)
  • Presentation of The Singularity Group Strategy 30min (Mrs. Evelyne Pflugi, CEO, The Singularity Group AG)
  • Status SAMBA Flex Portfolio and Asset Allocation 15min  (Mrs. Gabriela Stadler, Gaia Management AG / Mr. Markus Kaeser, SIS Group AG)
  • Q/A about the Market Macro Situation 10min (all participants)


Focus

The Singularity Group AG

  • Presentation of unique Singularity strategy for technology valuation
  • Evaluation of innovation across industry sectors and applied to reshoring / deglobalization.
  • Presentation of The Singularity Reshoring Strategy based on the new UBS Actively Managed Certificate (AMC)

Short Review of SAMBA Flex Portfolio and Current Market Recap

  • Is our Asset Allocation still valid? Feedback from the Investment Core Group.
  • What did we change during the last weeks in the SAMBA Flex Portfolio?
  • Homework: Investment proposals by the participants to: [email protected]!


To mark the next SAMBA Roundtable events of 2023 in your calendar (content can still be adjusted):

  • Roundtable 20: Wednesday 21 June 2023 via ZOOM at 12:00h: How to issue ESG compliant products – example Swiss Green Gold ETP
  • Roundtable 21: Wednesday 16 August 2023 via ZOOM at 12:00h: Approach on Volatility Management
  • Roundtable 22: Wednesday 13 September 2023 via ZOOM at 12:00h: SIA Classic Value Strategy with flexible Allocation

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