Macro Outlook with CIO Saxo Bank & Financial Literacy with CEO CH VP Bank

  • 24th January 2024
  • Zoom
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information




Important points to keep in mind:


To mark the next SAMBA Roundtable events of 2024 in your calendar (content can still be adjusted):
Next Roundtable dates 2024: 14.02.2024 / 13.03.2024 / 10.04.2024 always on ZOOM at 12:00h


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

Video Gallery


Saxo Bank Presentation
Excel File Download Pptx
SAMBA Flex Portfolio

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 of SAXO Bank

(Mr. Steen Jakobsen, Chief Investment Officer, SAXO Bank)

SAXO Group’s macro Outlook & Predictions

  • Presentation of global macro situation at present
  • Short outlook to the Equity markets for 2024
  • 10 key predictions for 2024

12:25 PM - 12:45 PM

Presentation of VP Bank

(Dr. Mara Harvey, CEO Switzerland & Head Region Europe)

VP Bank – Financial Literacy in terms of Longevity

  • Intergenerational wealth transfer: are we ready for the acceleration?
  • "Inheritocracy" – the new label for Millennials and GenZ?
  • How will gender, longevity and financial literacy impact the wealth landscape?

12:45 PM - 13:00 PM

Status SAMBA Portfolio Flex / Asset Allocation / Discussion

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

Review of SAMBA Portfolio Flex & Discussion

  • 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