The 16th Forbes Cruise for Investors
 

A Perfect Combination of Six-Star Luxury Cruising and Outstanding Investment and Geopolitical Insights

miamiUp Close and Personal with Steve Forbes
The real estate and investment market meltdown, followed by the massive government bailout, have combined to create a new era in the financial sector of this country. Plus, there’s a new Administration in the White House. Steve Forbes, chairman, CEO, and editor-in-chief, Forbes, will share his candid views on how these paradigm-shifting events will impact the economy—and ultimately—the stock markets in the foreseeable future. This session will include continental breakfast, Q&A session, and a photo opportunity with Mr. Forbes.

The Stock Market
Barry Ritholtz

Mr. Ritholtz is CEO and director of equity research at Fusion IQ, an online quantitative research firm. He also authors the leading financial Weblog, “The Big Picture,” which is hailed by the Wall Street Journal as the economic “blog insiders read to stay current;” noted by BusinessWeek for its “insightful calls on the direction of the stock market,” and described by CNBC’s Larry Kudlow as “very helpful and addictive—the best stock market blog there is.” Mr. Ritholtz will share the latest research, trends, and insights he sees affecting the stock market in 2010 and beyond.


ETFs and Stocks
Jack Ablin

Mr. Ablin was named one of the top 100 Wealth Advisors in North America by CityWealth Magazine in 2006 and is chief investment officer for Harris Private Bank. He joined Harris in 2001 and has more than 25 years of experience in money management. In his new book, Reading Minds and Markets: Risk and Maximizing Returns in a Volatile Global Marketplace, due to be published in June 2009, Mr. Ablin distills these techniques into a simple, common-sense, five-step plan that investors can use to improve performance. He will share his ideas on how investors can generate returns by allocating into the best performing sectors through sector ETFs, plus his outlook for the stock and bond markets.

St. BartsInvestment Strategies
Gary Shilling

The global recession will last at least through next year and will no doubt be the deepest downturn and most severe financial crisis since the 1930s. Problems will linger until excess housing inventories are eliminated; write-downs and recapitalizations of financial firms are completed; underwater homeowners are bailed out; and budding problems with consumer loans, commercial real estate, and junk securities are resolved. Hear why famed economist, Gary Shilling, president, A. Gary Shilling & Co., Inc., and Forbes columnist, believes the recession will last into 2010, what he believes will bring it to a conclusion, and how you should be investing in the meantime.




Stock Picking in
Today’s Environment

Vahan Janjigian

Dr. Janjigian is the co-author and editor of the Forbes Stock Market course and editor of the Forbes Growth Investor and Special Situation Survey newsletters. He is also host of “MoneyMasters with Vahan Janjigian” on the Forbes.com video network. According to an independent newsletter performance-rating agency, which began tracking his stock picks in January 2002, Dr. Janjigian has significantly outperformed all major benchmarks. He will discuss his outlook for the markets, sectors, and the specific stocks he feels are poised for growth in 2009 and beyond.


Bonds and Income
Marilyn Cohen

Ms. Cohen is one of the nation's leading experts on the bond market, interest rates, and the use of fixed-income instruments as a wealth-generating engine. She has been writing her column on bond investing in Forbes magazine for 12 years. Even with government regulation coming into every investment nook and cranny, there are still income opportunities. Marilyn Cohen, editor, Forbes Tax Advantaged Investor, will explore and explain them, and she will alert you about some fixed-income ideas that appear too good to be true, which may turn out to be too toxic to hold.

Forbes on FOX—Live!
To make money in any market, you need information from experts who aren't afraid to tell it like it is. Rich Karlgaard hosts this live version of the popular weekend program, Forbes on Fox, and enjoy this fast-paced roundtable with distinguished speakers, who will debate the issues that are going to affect your money and your life.

Global Politics & Money
From the Asia-Pacific region to Latin America, and from Eastern Europe to the United States, hear the panelists detail their forecasts for the region that will become the next market leader—and for the specific investments that are poised to benefit from that leadership. Discover the technological advances, demographic changes, elections, and alliances that they believe may portend the next great investing environment.
ETF Investment Strategies
ETFs have become one of the most popular ways to diversify. However, the burgeorning ETF universe contains scores of funds that target niche markets, developing regions, enhanced indexes, and individual industries. Rich Karlgaard and a panel of experts will share the sectors, global markets, and specific ETFs that will allow you to build a safe, diversified, and profitable portfolio using ETFs.
To request complete details, please call 800/530-0770 today, or
request details online.
THE CRYSTAL SERENITY
Named "Best Large-Ship Line" for the past 14 consecutive years in readers' surveys conducted by Conde' Nast Traveler and Travel + Leisure magazines.

DELUXE VIP PACKAGE
  • 8 fabulous days for two aboard the six-star luxury liner, the Crystal Serenity
  • The Forbes gala welcoming and farewell cocktail receptions and speaker-hosted dinners
  • $250 per person shipboard credit for the 8-day cruise or
    $500 per person shipboard credit for the full 11-day cruise
  • Informal “get-togethers” with some of the world’s top investment advisors as well as like-minded investors
  • Seminar valued at $3,000 (may be tax deductible, consult your tax advisor)

Itinerary Map


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