SIA

May 31, 2023

Issuer / Publisher: Markus Hill / Key word(s): Fund/Conference www.fondsboutiquen.de: Frankfurt, Zurich Networking & “I also talk to my cacti every day”, umbrella funds & myths, SWISS VALUE DAY & – LINKEDIN-FINANZPLATZ-FRANKFURT-AM-MAIN channel 31.05.2023 / 14:11 CET/EST The issuer / publisher is responsible for the content of the notification. 1. FRANKFURT & COMMUNITIES: Frankfurt, Zurich, Networking & “I also talk to my cacti every day” (INTERVIEW – Thomas Caduff, FUNDPLAT.COM) “I’m convinced that about half of what separates successful entrepreneurs from unsuccessful ones is sheer perseverance” (Steve Jobs). Markus Hill spoke for FONDSBOUTIQUEN.DE Thomas CaduffCEO of Fundplat GmbH in Zurich, via Frankfurt and Zurich, the passion for networking, his enjoyment of people and his occasional “exchange of ideas” with pets. His explanations are supplemented by information on topics such as business models, media, interviews, newsletters and love of his homeland. LINK TO INTERVIEW THOMAS CADUFF & MARKUS HILL – www.fondsboutiquen.de FINANCIAL CENTER FRANKFURT-AM-MAIN & LINKEDIN Thomas Caduff: www.fundplat.com PS: Thomas Caduff will be in Frankfurt again and again in 2023 and will be happy to “underline” the line between the Swiss financial center, the Frankfurt financial center and the London financial center. SHAKE HANDS & MORE! PPS: Input, ideas & suggestions for LINKEDIN FINANCIAL CENTER SWITZERLAND Channel are always welcome: [email protected] / +49 (0) 1634616179 2nd WEBINAR: DUCK FUNDS & MYTHEN, fund boutiques & private label funds (June 5th, 2023) “One hears again and again that funds of funds are on average a bit more expensive and generate lower returns than individual title funds. But it would be a mistake to condemn them outright. While many mixed funds clearly suffered from the poly crisis, the Lansdowne Endowment Fund came through well the crisis year 2022. We look under the hood of portfolio manager Martin Friedrich, want to know from him how the product differs from its competitors and confront him with the most common criticisms of funds of funds: too expensive and too index-based?” (Quote DRESCHER & CIE AG – Paul Barthels in conversation with Martin FriedrichLansdowne Partners Austria LPA from Vienna – FINANZPLATZ AUSTRIA FINANCIAL CENTER AUSTRIA & LINKEDIN — BJÖRN DRESCHER & DIE FUND PLATFORM ) LINK TO WEBINAR “LANSDOWNE ENDOWMENT FUND: WHAT’S ABOUT THE ALLEGATIONS?”_05062023 3. SIA Funds AG & fund boutiques channel on YOUTUBE: Swiss Value Day & Fund Boutiques – Fireside chat on Value Investing – Moderated by Mark DittliManaging Director & Editor-in-Chief of The Market with Prof. J. Carlos JarilloFounding Partner SIA, Marcos HernandezPartner & CIO SIA and George von WyssFounding Partner & Portfolio Manager BWM Link to the post on the Fondsboutiquen channel on YOUTUBE: SWISS VALUE DAY 2022 4TH SWISS VALUE DAY 2023 – EVENT ANNOUNCEMENT “Strategic Investment Advisors (SIA) and BWM Value Investing (BWM) invite you to the second “Swiss Value Day” on Friday, June 2nd in the Hotel Baur au Lac, Zurich. The agenda will be the following: 08.45 Registration, coffee – 09.00 Welcome by Alex RauchsteinCEO & Partner SIA and Urban MuellerClient Relations BWM – 09.05 “Why Value Works – A Deep Dive into the Data” by George von WyssPortfolio Manager BWM – 09.30 “Strategic Value Investing” by Marcos HernandezCIO SIA -10.00 Fireside chat on Value Investing moderated by Mark DittliManaging Director & Editor-in-Chief of The Market with Prof. J. Carlos JarilloFounding Partner SIA, Marcos HernandezIE WHETHER and George von WyssPortfolio Manager BWM and Pascal PrüssFinancial Analyst BWM 10.45 Coffee break1.00 Investment Case: Grifols S.A, presented by Marcos HernandezCIO SIA 11.20 Investment Case: Charles Schwab, presented by Ralph WeberHead of Equity Mandates and Funds Julius Baer – 11.40 Investment Case: Petrobras, presented by Peter FrechPortfolio Manager Quantex – 12.00 Investment Case: Faurecia S.E., presented by Markus KaussenFinancial Analyst BWM 12.30 Buffet lunch -Please confirm your attendance by registering here. Kindly note that we have limited space available and registration is handled on a first come, first served basis. We are looking forward to your participation: REGISTRATION “SWISS VALUE DAY 2023” 5. FONDSBOUTIQUEN.DE & FINANZPLATZ-FRANKFURT-MAIN.DE a) Independent asset managers (fund boutiques) are very popular with private and institutional investors. Regardless of the respective asset class (equities, bonds, real estate, etc.) and the product packaging (mutual funds, special funds, AIF), the strongly entrepreneurial asset managers score with independence (U), specialization (S) and authenticity (A). In most cases there is no affiliation with a group, you concentrate on one or a few asset classes, you have skin-in-the-game: authenticity here means that many of these owner-managed houses start the funds (private label funds) with their own money and that the Entrepreneurs (fund initiators) “burn” for your cause. The independent site www.fondsboutiquen.de is happy to discuss the above-mentioned topics and is grateful for input, ideas and suggestions in this market segment: www.fondsboutiquen.de / [email protected] & FONDSBOUTIQUEN CHANNEL (LINKEDIN) & FONDSBOUTIQUE CHANNEL (YOUTUBE) b) FRANKFURT AM MAIN as a city always offers enough cause for friction and polishing. On the one hand, the importance of the business location is emphasized against the background of topics such as Brexit, ECB policy and the financial industry, on the other hand, the city is often wrongly accused of being unattractive in areas such as culture and quality of life. Controversial views invite dialogue, so far so good. The qualities of Frankfurt as a central location and multiplier when it comes to topics such as financial communication and financial industry events are undisputed. In addition to well-known formats such as the BVI Asset Management Conference, Institutional Money Congress or formats such as the German Equity Forum, there are a large number of lesser-known, smaller events. www.finanzplatz-frankfurt-main.de / [email protected] & FINANZPLTZ-FRANKFURT-AM-MAIN-KANAL (LINKEDIN) Release of an announcement, transmitted by EQS Group AG. Media archive at https://www.eqs-news.com.