Agenda

• Introduction and Review last Roundtable 5min (Dr. Marc-André Schauwecker, SwissMBAs)
• Presentation of Konwave AG 40min (Mr. Erich Meier, CFA, CEO & Partner, Konwave AG)
• Status SwissMBAs Flex Portfolio and Asset Allocation 5min (Mr. Markus Kaeser, SIS Group AG)
• Q/A about the Market Macro Situation 10min (all participants)

Content

Konwave AG (Mr. Erich Meier, CFA, CEO & Partner, Konwave AG)
 

• History of Konwave AG
• Macro Situation for Investing in Energy Transition and Gold Mines
• Presentation of Konwave Gold Equity and Konwave Transition Metals

Short Review of present SwissMBAs Flex Portfolio and Asset Allocation (Mr. Markus Kaeser, SIS Group AG)

• Is our Asset Allocation still in line with the market? Results of Investment Core Group!
• What can be improved in the present SwissMBAs Flex Portfolio?
• We expect investment proposals by the participants to improve the existing portfolio!

Important points to keep in mind:

• Link to the SwissMBAs document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0 
• We will update the SwissMBAs 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 SwissMBAs Flex Portfolio (PDF)
• Send us in advance your investment ideas for our watchlist / SwissMBAs Flex Portfolio to: [email protected]
• All coming Roundtable dates until end of 2023 are also in the SwissMBAs document folder (see a4-SAMBA Roundtable dates)

Link to the Roundtable 12 with Zwei-WE (Wealth Experts):

https://drive.google.com/file/d/1f50IAkf3Pe4ZEbTSjEumYzxARuSWw58l/view?usp=drive_web

To mark the next SwissMBAs Roundtable events of 2022 in your calendar (content can still be adjusted):

• Roundtable 14: Wednesday 21 December 2022 via ZOOM at 12:00h: Review Investment year 2022, Outlook 2023, SwissMBAs Portfolio Flex review
• Roundtable 15: Wednesday 18 January 2023 via ZOOM at 12:00h: Inside view to successful crypto projects transformed to powerful businesses
• Roundtable 16: Wednesday 15 February 2023 via ZOOM at 12:00h: tbd

Note: This is not investment advice and is for informational and educational purposes only!

Please click on the link below to join the event:

https://us06web.zoom.us/j/86920639771?pwd=SHNwWFZRM3dMdGxkcGRpOW5pcGRNQT09 

Meeting ID: 869 2063 9771

Passcode: 440383

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