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speaker

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, economic, and policy. Mr. Forbes helped create the recently released and 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 Reviving America: How Repealing Obamacare, Replacing the Tax Code and Reforming The Fed will Restore Hope and Prosperity co-authored by Elizabeth Ames (McGraw-Hill Professional). 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, Steve 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.

speaker

Mark Mobius

Mobius Capital Partners

Co-Founder

Dr. Mark Mobius is seen by many as the founder of the emerging markets asset class. He has a reputation as one of the most successful and influential managers over last 40 years. In May 2018, with two ex-colleagues, he launched Mobius Capital Partners. The firm utilizes a highly specialized active investment approach with an emphasis on improving governance standards in emerging and frontier market companies. Prior to this, Dr. Mobius was employed at Franklin Templeton Investments for more than 30 years, most recently as executive chairman of the Templeton Emerging Markets Group.


speaker

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 economical development, and the future of business and work called Innovation Rules. Mr. Karlgaard also lectures on these subjects and is a regular guest on the FOX News Channel's Forbes on Fox. 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.

speaker

David Kotok

Cumberland Advisors

Chairman and CIO

David Kotok co-founded Cumberland Advisors in 1973 and has been its chief investment officer since inception. He is a frequent contributor to Bloomberg TV and Bloomberg Radio, Fox Business, and other media. Mr. Kotok's articles and financial market commentaries have appeared in The New York Times, The Wall Street Journal, Barron's, and other publications. He has served as program chairman and currently serves as a director of the Global Interdependent Center (GIC), www.interdependence.org, whose mission is to encourage the expansion of global dialogue and free trade in order to improve cooperation and understanding among nation states, with the goal of reducing international conflicts and improving worldwide living standards. Mr. Kotok chaired its Central Banking Series and organized a five-continent dialogue held in Cape Town, Chile, Hong Kong, Hanoi, Milan, Paris, Philadelphia, Prague, Rome, Santiago, Shanghai, Singapore, Tallinn, and Zambia (Livingstone). He has received the Global Citizen Award from GIC for his efforts. Mr. Kotok is a member of the National Business Economics Issues Council (NBEIC), the National Association for Business Economics (NABE), and served on the Research Advisory Board of BCA Research. Mr. Kotok has served as a Commissioner of the Delaware River Port Authority (DRPA) and on the Treasury Transition Teams for New Jersey Governors Kean and Whitman. He has also served as a board member of the New Jersey Economic Development Authority and as Chairman of the New Jersey Casino Reinvestment Development Authority. He has authored or co-authored four books, including the best selling second edition of From Bear to Bull with ETFs and the most recent Adventures in Muniland. He holds a BS in economics from The Wharton School of the University of Pennsylvania, an MS in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and an MA in philosophy from the University of Pennsylvania.

speaker

Marilyn Cohen

Envision Capital Management, Inc.

President and CEO

Marilyn Cohen is one of the country's top bond managers. She began her 40-year financial career as a securities analyst at William O'Neil & Co. Ms. Cohen moved into bond brokerage at Cantor Fitzgerald, Inc. then founded Envision Capital Management 24 years ago. As Envision's CEO, she and her company specializes in managing bond portfolios for individuals. During this same 24 years, she has written the bond column appearing in Forbes magazine. She is the author of six books on the bond market investing for individuals—all available at Amazon.com.

speaker

Jack Ablin

Cresset

CIO

As chief investment officer, Jack Ablin is the leader of Cresset's investment strategy and provides investment policy and philosophy guidelines to the firm's advisor teams and clients. He joined the organization in 2018 and has three decades of experience in money management. Mr. Ablin was formerly the chief investment officer of BMO Harris Bank. He is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press, which was on The Wall Street Journal best-seller list. Mr. Ablin is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal, and Barron's. He served as a professor of finance at Boston University, Graduate School of Management. Mr. Ablin spent five years as a money and markets correspondent for the NBC affiliate in Jacksonville, Florida. He was named one of the Top 100 Wealth Advisors in North America by CityWealth Magazine in 2006, 2010-2017.

speaker

John Buckingham

The Prudent Speculator

Editor

John Buckingham, CIO of the Kovitz Investment Group, joined AFAM Capital in 1987 and Kovitz Investment Group 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 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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