SAMBA Monthly Private Investment Roundtable 17

  • 15th March 2023
  • Virtual
  •  12:00 PM - 01:00 PM
  • Virtual

Event Detail Information


Quantex AG

  • Macro Analysis and Investing Strategy

  • Bottom-up Approach for better Results

  • Presentation of Quantex Global Value Fund / Quantex Multi Asset Fund

Short Review of present SAMBA Flex Portfolio and Asset Allocation / Outlook 2023 (Mrs. Gabriela Stadler / Mr. Markus Kaeser)

  • Is our Asset Allocation still valid? Feedback from the Investment Core Group.

  • What can be improved in the present SAMBA Flex Portfolio?

  • Homework: Investment proposals by the participants to: [email protected]!

Important points to keep in mind:

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

  • Roundtable 18: Wednesday 19 April 2023 via ZOOM at 12:00h: Will India be an interesting Investment Case?
  • Roundtable 19: Wednesday 17 May 2023 via ZOOM at 12:00h: Update on the Singularity Company Valuation System
  • Roundtable 20: Wednesday 21 June 2023 via ZOOM at 12:00h: How to issue ESG compliant products – example Swiss Green Gold ETP

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

Event Schedule

12:00 PM - 12:05 PM

Introduction and Review last Roundtable

 Dr. Marc-André Schauwecker, President, SAMBA

12:05 PM - 12:40 PM

Presentation and Q/A of Quantex AG

Mr. Peter Frech, Fondsmanager, Quantex AG
Mr. Livio Arpagaus, Investment Analyst, Quantex AG

12:40 PM - 12:50 PM

Status SAMBA Flex Portfolio and Asset Allocation

Mrs. Gabriela Stadler, Gaia Management AG / Mr. Markus Kaeser, SIS Group AG

12:50 PM - 13:00 PM

Q/A about the Market Macro Situation

All participants