SAMBA

Please click on the link below to join the event:

Meeting ID: 972 8592 0050

Passcode: 691490

One tap mobile

+41432107108,,97285920050#,,,,*691490# Switzerland

+41445299272,,97285920050#,,,,*691490# Switzerland

Dial by your location

+41 43 210 71 08 Switzerland

+41 44 529 92 72 Switzerland

+41 22 591 00 05 Switzerland

+41 22 591 01 56 Switzerland

+41 31 528 09 88 Switzerland

+41 43 210 70 42 Switzerland

+1 669 900 6833 US (San Jose)

+1 929 436 2866 US (New York)

+1 253 215 8782 US (Tacoma)

+1 301 715 8592 US (Washington DC)

+1 312 626 6799 US (Chicago)

+1 346 248 7799 US (Houston)

Meeting ID: 972 8592 0050

Passcode: 691490

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

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.