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: [email protected]

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

Event Organizer

• Virtual
• +41792751731
• http://www.swissmbas.com/