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Investment Analysts Future Outlook


Peter Shaerf (Managing Director, AMA Capital Partners)


David Beckel (Vice President, Senior Equity Analyst, Sanford C. Bernstein)

Tim Conder (Managing Director, Consumer Equity Research-Leisure, Wells Fargo Securities, LLC)

Assia Georgieva (CFA, Principal, Infinity Research)

Location: Room 201/202

Date: Wednesday, April 10

Time: 9:30am - 10:15am

Sector: Design & Ship Interiors, Entertainment & Amusements, Environmental & Health, Food & Beverage, Hotel Operations, Information Technology, Ports & Destinations, Retail, Safety & Security, Ship Equipment, Ship Services, Shipyards, Shipbuilding & Refurbishment, Wellness

Pass Type: VIP Pass, Conference Pass, Cruise Line Pass, Speaker Pass - Get your pass now!

Event Type: Session

Vault Recording: TBD

During our session Wall Street experts share their insights on the following topics:

  • Latest financial outlook for the Chinese cruising market
  • Weighing the importance of niche markets and consolidation of the smaller operators on the overall marketplace
  • When (if at any time) can we expect the market to reach saturation in terms of customers?
  • How much does the new capacity and new vessels detract from the older ones?
  • How important do analysts see branding?