Smart Vienna 2024

Agenda - Smart Vienna 2024

December 5, 2024

December 6, 2024

Location: Vienna Stock Exchange, Wallnerstraße 8, 1010 Vienna
08:30 AM REGISTRATION & LIGHT BREAKFAST
09:00 AM Opening Words by Reinhard Krakauer, Organizer of the annual Smart Vienna
09:15 AM Alex Rauchenstein, CEFA, MBA, Chief Executive Officer
”Strategic Value Investing”
09:45 AM Kim Shannon, CFA, MBA Founder and Co-Chief Investment Officer, Sionna Investment Managers
"A New Era for Value Macro Value Investing: Lessons from History "
10:15 AM Georg Geiger, Founder and CEO, Value-Holdings AG, Augsburg
“German Small and Mid-Caps for the next upturn” selected according to the value criteria of the Value Holding AG
10:45 AM COFFEE BREAK
11: 00 AM FREQUENTIS AG https://www.frequentis.com/en
Company presentation by Stefan Marin, Head of IR
Frequentis’ reliable communication and information systems are used around the world by civil and military air traffic control organisations and the police, emergency rescue services, fire brigades, railways, coastguards, and port authorities in 150 countries. Frequentis stands for a safer world.
11:30 AM Daniel Gladiš, Founder and Director, Vltava Funds, Malta
“OSB Group - stock picking in the banking sector in the world that went passive”
12:00 PM Q & A Session
12:15 PM LUNCH
01:45 PM Angelo Meda CFA, CIPM, Head of Equities, Partner, Banor SIM, Milan
“Fishing or gambling?”
02:15 PM William Higgons, President, Manager, Indépendance, Paris
02:45 PM COFFEE BREAK
03:00 PM Pavel Begun, CFA, Managing Partner, 3G Capital, Toronto
03:30 PM Heiko Böhmer, Strategist, Shareholder Value Management AG, Frankfurt
04:00 PM Q & A Session, final remarks
04:15 PM Visiting a Viennese Christmas market
Rooms for individual meetings will be available.

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Location: Imperial Treasury Vienna

Schweizerhof, Hofburg, 1010 Vienna

Location: Heuriger Wolff

Rathstraße 46, 1190 Vienna

Location: Vienna Stock Exchange

Wallnerstraße 8, 1010 Vienna