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:

• 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)

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!