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!

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Conference Link Please login or book the event to access the link!

Organizer

SAMBA

Organizer Name : SAMBA

Video Gallery

Investment Roundtable with Saxo Bank and VP Bank

Files

Saxo Bank Presentation
31st January, 2024
Excel File Download Pptx
SAMBA Flex Portfolio
2nd February, 2024

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

Price List