SAMBA

Event Detail Information

Important points to keep in mind:

•    Link to the SAMBA document folder: https://www.dropbox.com/sh/5dkq5bsaibrqq7c/AADrSsf-pgpBk6FErRzvALrra?dl=0
•    We will update the SAMBA Portfolio Flex file approx. once every month and load it onto the above document folder
•    All planned Roundtable dates until end of 2024 are also in the SAMBA document folder (see a4-SAMBA Roundtable dates 2024)

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

Premium Member Virtual(Free)
University Partner Member Virtual(Free)
Guest Member Virtual(Free)

Speakers Information

Mr. Nigel Bolton

Formerly Chief Investment Officer, Fundamental Equities, BlackRock

Mr. Reto Ineichen

Chief Investment Officer, Alpinum Investment Management AG

Event Schedule

12:00 PM - 12:05 PM

Introduction and Review last Roundtable

(Dr. Marc-André Schauwecker, President, SAMBA)

12:05 PM - 12:25 PM

Presentation Macro View

(Former CIO Nigel Bolton, Fundamental Equities at BlackRock)

Presentation of global macro situation at present
Further Interest rate development?
Short outlook to the Equity markets for 2024?

12:25 PM - 12:50 PM

Presentation of Alpinum Investment Management

(Reto Ineichen, CIO & Partner, Alpinum Investment Management AG)

Short presentation of Alpinum strategy and presentation of core products
Alpinum Alternative Investments Fund
Alpinum Credit Fund

12:50 PM - 13:00 PM

Status SAMBA Portfolio Flex / Asset Allocation / Discussion

(Mr. Markus Kaeser, SIS Group AG / all)

Feedback from the last Investment Core Group meeting
What did we change during the last weeks in the SAMBA Flex Portfolio?
Discussion & your proposals to improve the SAMBA Portfolio Flex allocation

Macro Insights and Equity Markets Outlook 2024