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
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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.
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...
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SAMBA
info@swissmbas.com