SAMBA Monthly Private Investment Roundtable 20

SAMBA Monthly Private Investment Roundtable 20


Agenda

  • Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker, SAMBA)
  • Presentation of the Helveteq Strategy 30min (Dr. Christian Katz, Helveteq)
  • Status SAMBA Flex Portfolio and Asset Allocation 5min (Mr. Markus Kaeser, SIS Group AG)
  • Macro Status AGFIF 15min (Mr. Mojmir Hlinka, AGFIF AG)
  • Q/A about the Market Macro Situation 5min (all participants)


Focus


Helveteq AG (Dr. Christian Katz, CEO, Helveteq AG)

  • Presentation of Helveteq strategy in general
  • How to issue ESG compliant products
  • Presentation of the new Swiss Green Gold ETP


Short Review of SAMBA Flex Portfolio/Market Recap (Mr. Markus Kaeser, Managing Partner, SIS Group AG)

  • Feedback from the Investment Core Group.
  • What did we change during the last weeks in the SAMBA Flex Portfolio?
  • Homework: Investment proposals to: [email protected]!


Review by AGFIF (Mr. Mojmir Hlinka, CEO, AGFIF AG)

  • Macro Status AGFIF
  • Status of positions «Börsenradio»
  • Status of positions «Certificate AGFIF»


Important points to keep in mind:


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

  • 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
  • Roundtable 23: Wednesday 18 October 2023 via ZOOM at 12:00h: Plenum Alternative Investments (CAT Bonds & 2nd Hand Life Policies)


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



  • Presentation
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  • Organizer: SAMBA
  • Start Date: Start: 21st June 2023, 12:00 PM (Europe/Zurich)
  • End Date:Finish: 21st June 2023, 13:00 PM (Europe/Zurich)
  • Location: Virtual
  • Premium Member Virtual(Free)
  • University Partner Member Virtual(Free)
  • Guest Member Virtual(Free)
Add to Calendar 06/21/2023 12:00 06/21/2023 13:00 Europe/Zurich SAMBA Monthly Private Investment Roundtable 20 AgendaIntroduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker, SAMBA)Presentation of the Helveteq Strategy 30min (Dr. Christian Katz, Helveteq)Status SAMBA Flex Portfolio and Asset Allocation 5min (Mr. Markus Kaeser, SIS Group AG)Macro Status AGFIF 15min (Mr. Mojmir H... Zoom SAMBA [email protected]