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. once every month 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)

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!