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Steve Forbes

Forbes Media

Chairman and Editor-in-Chief

Steve Forbes is chairman and editor-in-chief of Forbes Media. His newest project is the podcast "What's Ahead," where he engages the world's top newsmakers, politicians, and pioneers in business and economics in honest conversations meant to challenge traditional conventions as well as featuring his signature views on the intersection of society, economy, and policy. Mr. Forbes helped create the highly acclaimed public television documentary, In Money We Trust?, which was produced under the auspices of Maryland Public television. The film was inspired by the book he co-authored, Money: How the Destruction of the Dollar Threatens the Global Economy - and What We Can Do About It. His latest book is Inflation: What It Is, Why It's Bad, and How to Fix It, co-authored by Elizabeth Ames and Nathan Lewis. Mr. Forbes writes editorials for each issue of Forbes under the heading of "Fact and Comment." A widely respected economic prognosticator, he is the only writer to have won the highly prestigious Crystal Owl Award four times. The prize was formerly given by US Steel Corporation to the financial journalist whose economic forecasts for the coming year proved most accurate. In both 1996 and 2000, Mr. Forbes campaigned vigorously for the Republican nomination for the Presidency. Key to his platform were a flat tax, medical savings accounts, a new Social Security system for working Americans, parental choice of schools for their children, term limits, and a strong national defense.

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Rich Karlgaard

Forbes

Editor-at-Large

Rich Karlgaard is editor-at-large and global futurist at Forbes, one of the world's most popular business and financial magazines, reaching 80 million people per month. In every issue of Forbes, he writes a column about technology, entrepreneurship, regional and economic development, and the future of business and work called "Innovation Rules." He is the author of Life 2.0 How People Across America Are Transforming Their Lives by Finding the Where of Their Happiness, The Soft Edge: Where Great Companies Find Lasting Success, and Team Genius: The New Science of High-Performing Organizations. His latest book is Late Bloomers: The Power of Patience in a World Obsessed with Early Achievement. Mr. Karlgaard joined Forbes in 1992 and started Forbes ASAP, a technology magazine, along with Forbes chairman and editor-in-chief, Steve Forbes, and the futurist and writer, George Gilder. He has co-founded two companies, Garage Technology Ventures and Upside magazine as well as a civic organization called the Churchill Club. For the latter, Mr. Karlgaard was a co-winner of an Ernst & Young "Northern California Entrepreneur of the Year" award. He is also on the board of directors at Forbes.com, Garage Technology Ventures, and Extend America. Mr. Karlgaard is a graduate of Stanford University.

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Mark Mills

Montrose Lane Ventures

Co-Founding Partner

Mark Mills is a co-founding partner in Montrose Lane, a software-centric energy-tech venture fund, a senior fellow at the Manhattan Institute, and a faculty fellow at Northwestern University's engineering school. He writes for numerous publications, including the Wall Street Journal, and his online PragerU videos have been viewed over 10 million times. Mr. Mills is the author of The Cloud Revolution (2021). His previous books include Digital Cathedrals: The Information Infrastructure Era, (2020), Work In The Age Of Robots (2018), and The Bottomless Well, (2005), about which Bill Gates said, "This is the only book I've ever seen that really explains energy." He served as Chairman/CTO of ICx Technologies helping take it public in a 2007 IPO. Mr. Mills served in President Reagan's White House Science Office, and earlier, was an experimental physicist and development engineer in microprocessors and fiber optics, earning several patents at Bell Northern Research (Canada's Bell Labs) and RCA Semiconductor.




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Ned Davis

Ned Davis Research

Senior Investment Strategist

Ned Davis has been professionally involved with the stock market for more than 50 years, and is the senior investment strategist for Ned Davis Research, Inc. (NDR), which he founded in 1980. He espouses a disciplined strategy of following the weight of objective indicator evidence. Mr. Davis believes successful investing requires risk management, with the focus of his research dedicated to avoiding major mistakes, cutting losses short, and letting profits run. He is the author of Being Right or Making Money and The Triumph of Contrarian Investing. NDR is based in Venice, Florida, and has more than 900 institutional clients in over 41 countries. It produces many sentiment indicators warning investors to be wary at crowd extremes while helping them to be open-minded about potential trend changes and macro pressures.

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John Buckingham

The Prudent Speculator

Principal, Portfolio Manager, and Editor

John Buckingham joined AFAM Capital in 1987 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. He has more than 30 years of investment management experience and serves as editor of The Prudent Speculator, which has been a trusted newsletter for over 40 years. Mr. Buckingham chairs the AFAM Investment Committee, leading a team that performs comprehensive investment research and financial market analysis. He has been featured in Barron's, The Wall Street Journal, and Forbes, and frequently contributes to CNBC, Bloomberg, and Fox Business News. Mr. Buckingham is a recognized industry contributor who regularly speaks at prominent industry seminars and events.

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John Mousseau

Cumberland Advisors

President, CEO, and Director of Fixed Income

John Mousseau, in his current role, is responsible for the overall management of Cumberland Advisors. He is also a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts. Mr. Mousseau's comments and analyses have appeared in The Bond Buyer, Barron's, The Wall Street Journal, Bloomberg, Forbes, The Philadelphia Inquirer, The New York Times, and has been a contributor to the Municiple Financial Journal. In addition, he has appeared on Bloomberg Television and Radio, Reuters, CNBC, and on Sarasota-Manatee's local media for commentary on fixed-income investments and the broader financial markets. Mr. Mousseau has over 35 years of investment management experience, including previous roles with Lord Abbett & Company, Shearson Lehman Brothers, and E.F. Hutton.

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Sam Stovall

CFRA Research

Chief Investment Strategist

As chief investment strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and sectors. He focuses on market history and valuations, as well as industry momentum strategies. Mr. Stovall is the author of The Seven Rules of Wall Street and writes weekly Sector Watch and Investment Policy Committee meeting notes on CFRA's MarketScope Advisor platform. His work is also found in CFRA's flagship weekly newsletter The Outlook.

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Jon Markman

Strategic Advantage, The Power Elite, Fast Forward Investing

Editor

Jon Markman is a veteran journalist, investment adviser, and futurist whose research on ground-breaking technology companies over the past four decades has helped thousands of customers achieve their financial goals. He has served as an investment strategies columnist at the Los Angeles Times and Forbes magazine as well as the founding managing editor at MSN Money. Leveraging the power of Microsoft engineers, in 2001 he created the first successful stock-rating system for the public using advanced quantitative analytics. Mr. Markman is currently the author of seven stock and options services: The Power Elite, Strategic Options and Weiss Technology Portfolio for Weiss Ratings; Fast Forward Investing for Forbes; and Strategic Advantage, Tactical Options and Counterpoint Options for his own independent site. He is also the author of five books on investing.

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Ric Gregoria

Williams Parker

President

Ric Gregoria, president of Williams Parker Harrison Dietz & Getzen, is a board certified expert in wills, trusts, and estates. He specializes in counseling high-net-worth individuals, families, and business owners regarding intergenerational wealth transfers and business succession matters. Mr. Gregoria has substantial experience planning with sophisticated estate-planning techniques and business succession involving leveraging of exemptions and valuation discounting. He also represents fiduciaries in administrating complex estates and trusts. Mr. Gregoria's clients regularly call on him to provide the legal insight and overall framework to efficiently integrate advice from out-of-state attorneys, financial advisors, accountants, and other professionals.

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