The 48th Forbes Cruise for Investors

I invite you to join me and a roster of Wall Street legends as we go on a memorable journey that combines fascinating history, picturesque landscapes, and strategies for your investing and financial success. Rich Karlgaard is the former publisher Forbes (1998-2018) and currently global futurist for Forbes Asia. He writes the “Tech Connector” column for Forbes Asia and is principal moderator at the annual Forbes Global CEO Conference. He is a speaker and panel moderator at business and financial events around the world. Mr. Karlgaard’s 2014 book on innovation culture, The Soft Edge, examined successful corporate cultures. It featured an afterword by the late Harvard Business School professor, Clayton Christensen. Rich’s 2015 book, Team Genius, was praised by Microsoft CEO, Satya Nadella. His 2019 book, Late Bloomers, was favorably reviewed by National Public Radio’s Morning Edition, The New Yorker, Harvard Business Review, Financial Times, and Wall Street Journal, which selected Late Bloomers for its C-Suite book club. Mark Mahaney is a senior managing director and head of internet research at Evercore ISI. He has covered internet stocks for almost 25 years and has been consistently recognized by Institutional Investor for his research, spending 13 years as a top-three ranked analyst and five years as a number-one ranked analyst. He has worked on both the sell-side and the buy-side with companies, including American Technology Research, Morgan Stanley, Citibank, and Royal Bank of Canada. Erin Gibbs brings more than 25 years of distinguished experience in quantitative equity research, portfolio strategy, and wealth management to her new role as chief equity strategist at SlateStone Wealth. At SlateStone, she is responsible for leveraging mathematical and statistical models to develop, implement and manage proprietary investment strategies designed to optimize returns for the firm’s clients. Additionally, Ms. Gibbs serves on the firm’s Investment Policy Committee and collaborates with the advisory team and business development team to ensure investment strategies align with company objectives. Give us a call to get your FREE brochure!