Bergos Ed.

In this episode, we dive into the world of Private Markets, exploring the main asset classes: Private Equity, Private Debt, and Real Assets. We discuss how these sub-asset classes operate, their potential for portfolio diversification, and the unique value they can add to long-term value investment strategies. Whether you’re new to Private Markets or looking to deepen your understanding, this episode offers key insights into how these investments work and why they might be a valuable addition to your portfolio.

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Nolwenn and Jami discuss market indices and what is below the surface. Almost all of us have heard about the S&P 500 or Dow Jones Industrial Average, but what does it take to be included in these indices and how are the weights of different companies determined? And what other indices are out there?

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Nolwenn and Jami dive into the world of initial public offerings (IPOs). They explore what companies consider before going public, the steps involved in the process, and the key players who make it happen.

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Jami Seitsonen and Oliver Watol explore a unique asset class: convertible bonds. These instruments combine features of both equity and debt, offering a distinct return profile. The episode covers a brief history of the convertible bond market and explains how convertibles differ from traditional stocks and bonds.

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Nolwenn and Jami are talking about central banks. Why have they been in the news so much recently and what are their main responsibilities?

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Nolwenn Deparpe and Jami Seitsonen are discussing risk. What is meant by it and how to manage it? How far can you get by diversifying and what differences are there between asset classes?

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Nolwenn Deparpe and Jami Seitsonen are talking about two investment approaches: top-down and bottom-up. What are they and do you need to choose between the two? Also, do they lead to different kind of investments?

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Nolwenn Deparpe and Jami Seitsonen are talking about the clash of two investment philosophies: value and growth. What are the differences and similarities between them? And can we say that one is better than the other?

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

In this episode, Nolwenn Deparpe and Jami Seitsonen break down the differences between funds and ETFs and explore how they help manage risk, return and diversification in your portfolio.

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.

Bergos Ed is back! In this new episode, Nolwenn Deparpe and Jami Seitsonen dive straight into the concept of Asset Allocation, and give you tips on how to find the right mix that will fit your future needs and goals.

You have specific questions we did not cover yet? Let us know! [email protected] DISCLAIMER This publication is for information- and marketing purposes only. The provided information is not legally binding and neither constitutes a financial analysis, nor an offer for investment-transactions or an investment advice and does not substitute any legal, tax or financial advice. Bergos AG does not accept any liability for the accuracy, correctness or completeness of the information. Bergos AG excludes any liability for the realisation of forecasts or other statements contained in the publication. The reproduction in part or in full without prior written permission of Bergos AG is not permitted.