SAMBA Monthly Private Investment Roundtable 10

  • 17th August 2022
  • Virtual
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information




SAMBA Investment Roundtable Review

Agenda:

  • Introduction and Review last Roundtable 5min (Dr. Marc-André Schauwecker)
  • Status SAMBA Flex Portfolio and Asset Allocation 15min (Mr. Markus Kaeser / Mrs. Gabriela Stadler)
  • Discussion about the market situation and outlook 25min (all participants)
  • AGFIF Market view / Portfolio Börsenradio 15min (Mr. Mojmir Hlinka, AGFIF AG)


Focus:

Review of the current illustrative SAMBA Flex Portfolio and Asset Allocation / active discussion

  • Is our Asset Allocation still in line with the market?
  • What can be improved in the current illustrative SAMBA Flex Portfolio?
  • We expect participants to provide investment suggestions to improve the existing portfolio!


Market view by AGFIF AG

  • Opinion of an expert about the global financial markets?
  • A look into the portfolio of Börsenradio

Important points to keep in mind:


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

  • Roundtable 11: 14 September 2022 via ZOOM at 12:00h: Presentation by Seilern Investment Management, SAMBA Portfolio Flex review
  • Roundtable 12: 20 October 2022 with physical presence at 18:00h: Zwei Wealth Experts AG, Genferstrasse 35, Zurich
  • Roundtable 13: 23 November 2022 via ZOOM at 12:00h: AGFIF Market View and portfolio Börsenradio, SAMBA Portfolio Flex review,
  • Roundtable 14: 21 December 2022 via ZOOM at 12:00h: Review Investment year 2022, Outlook 2023, SAMBA Portfolio Flex review


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


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