- 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)
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!