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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

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

Jeffrey Saut

Capital Wealth Planning

Chief Investment Strategist

Jeffrey Saut is chief investment strategist for Capital Wealth Planning. Mr. Saut made a name for himself in the industry grounded in his decades of experience and insightful perspective. Prior to affiliating with CWP, Mr. Saut was Raymond James' chief investment strategist and a managing director of the firm's Equity Research department.

speaker

Lindsey Bell

Ally Invest

Chief Investment Strategist

Lindsey Bell is Ally Invest's chief investment strategist where she is leading the effort to shape the company's investment point of view and education. She is also the president of Ally Invest Advisors which oversees the firm's robo portfolios. Ms. Bell comes from CFRA Research where she participated in developing the firm's investment strategy and focused on equity sector recommendations. In her capacity at CFRA, she also led the portfolio management committee. With a broad-based background in finance, Ms. Bell has experience across the buy-side, sell-side research and investment banking working for JPMorgan, Deutsche Bank, and Jefferies. She is also a regular commentator in the financial media. Additionally, Ms. Bell is a BetterInvesting board member, which is a non-profit that focuses on teaching individual investors how to become successful long-term investors.


speaker

Jon Markman

Tech Trend Trader, The Power Elite, & Strategic Advantage

Editor

Jon Markman, a veteran money manager and journalist, is editor of the daily trading service, Tech Trend Trader. A pioneer in the development of stock-rating systems and screening software, he is a co-inventor of two Microsoft patents and the author of the bestselling books, The New Day Trader Advantage, Swing Trading, and Online Investing, as well as the recently released annotated edition of Reminiscences of a Stock Operator. Previously, Mr. Markman was a senior investment strategist and portfolio manager at Pinnacle Investment Advisors and Greenbook Investment Management, as well as the founding managing editor and columnist at CNBC on MSN Money. He was also the editor, investments columnist, and investigative reporter with the Los Angeles Times. Mr. Markman won a Gerald Loeb Award for "Distinguished Financial Journalism" in 2002 for his column "Explaining Market Chicanery," and the Society of Professional Journalists' awards for his 2001 reporting on Enron and the post-September 11 investment environment. He speaks frequently on investment topics at conferences nationwide as well as on TV and radio. Mr. Markman is a graduate of Duke University and the Columbia University Graduate School of Journalism.

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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