SAMBA Monthly Private Investment Roundtable 9

SAMBA Monthly Private Investment Roundtable 9




Please click on the link below to join the event:

https://zoom.us/j/97285920050?pwd=YXRuM0lTbGNJV2JoOExIamV5YmpUdz09 


Meeting ID: 972 8592 0050

Passcode: 691490

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Meeting ID: 972 8592 0050

Passcode: 691490

Find your local number: https://zoom.us/u/ajVaBNkGt 


Agenda:

  • Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker)
  • Presentation of OLZ Quant Strategy 30min (Mr. Michael Frei & Mr. Marcel Masshardt, OLZ)
  • Status SAMBA Flex Portfolio and Asset Allocation 10min (Mr. Markus Kaeser / Mrs. Gabriela Stadler)
  • Discussion about the market situation and outlook 15min (all participants)


Focus:

How to create efficient equity portfolios with a scientific risk-based investment approach

  • Highly specialised asset manager in risk-based and sustainable portfolio optimisation
  • OLZ combines in-depth knowledge of mathematics and financial market research
  • 20 years of practical experience in portfolio management


Review of present SAMBA Flex Portfolio and Asset Allocation

  • Is our Asset Allocation still in line with the market?
  • What can be improved in the present SAMBA Flex Portfolio?


Important points to keep in mind:

  • New 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. every two weeks and load it onto the above document folder
  • Study in advance the files Watchlist (EXCEL) and the last SAMBA Flex Portfolio (PDF)
  • Send in your investment ideas for our watchlist to: info@swissmbas.com


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




  • Presentation
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  • Organizer: SAMBA
  • Start Date: Start: 22nd June 2022, 12:00 PM (Europe/Zurich)
  • End Date:Finish: 22nd June 2022, 13:00 PM (Europe/Zurich)
  • Location: Virtual
  • Category: Event
  • Premium member -Virtual (Free)
  • University partner member -Virtual (Free)
  • Guest member -Virtual (Free)
Add to Calendar 06/22/2022 12:00 06/22/2022 13:00 Europe/Zurich SAMBA Monthly Private Investment Roundtable 9 Please click on the link below to join the event:https://zoom.us/j/97285920050?pwd=YXRuM0lTbGNJV2JoOExIamV5YmpUdz09 Meeting ID: 972 8592 0050Passcode: 691490One tap mobile+41432107108,,97285920050#,,,,*691490# Switzerland+41445299272,,97285920050#,,,,*691490# SwitzerlandDial by your location&nb... Virtual SAMBA info@swissmbas.com