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The 2019 conference program was the most highly attended in our entire 35 year history! Ready to relive the experience and gather actionable insights? Keep an eye out for an email from us to download all presentation materials. In the meantime, view, browse and sort the list of conference sessions and show floor programming by pass type, track, and format.

Investment Analysts Future Outlook

Moderator:

Peter Shaerf (Managing Director, AMA Capital Partners)

Panelists:

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?