Investment Roundtable 23 with Schroders & Co Bank and SIA Group AG

Agenda

• Introduction and Review last Roundtable 5min (Mr. Marc-André Schauwecker, SAMBA)
• Presentation of the Schroders Bank 20min (Giovanni Leonardo, Chief Investment Officer)
• Presentation of Strategic Investment Advisors Group AG (SIA) 25min (Alex Rauchenstein, CEO and Managing Partner)
• Status SAMBA Portfolio Flex & Asset Allocation 10min (Mr. Markus Kaeser, SIS Group AG)

Focus

Schroders Bank’s Macro view

• Presentation of global Macro situation at present
• Next steps of the central banks after Jackson Hole
• Will we see a recession and equity re-valuation?
   

 SIA Funds AG: Long Term Investment Funds Classic (LTIF Classic)
 

• Short presentation of SIA Funds AG and its Value strategy
• Idea behind the LTIF Classic fund: Diversification & Undervalued Companies
• Some additional words about the LTIF Natural Resources

Short Review of SAMBA Portfolio Flex

• Feedback from the Investment Core Group meeting
• What did we change during the last weeks in the SAMBA Flex Portfolio?
• Your proposals for the SAMBA Portfolio Flex to: [email protected]!
• Link to the SAMBA document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0

We will send you the event link on the event day.

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