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Get ready for a broad ranging and provocative talk by a notable Wall Street veteran. Whitney Tilson’s career has been focused on managing risks with investments. His book, The Art of Playing Defense is meant to be a practical and actionable guide filled with common-sense ideas for avoiding calamities, such as marrying the wrong person or having a good marriage go bad, getting thrown in jail, going bankrupt, or suffering a debilitating illness or injury.

Whitney says, “I’ve managed to avoid these disastrous outcomes – and hope I can help you do so as well! It’s no fun thinking about all the things that can go wrong in life, but if you want to get ahead, you have to start by not falling behind.”

As a successful investor, we asked Mr. Tilson to share with us his approach which has helped him and others avoid the major market downturns of the 21^st Century. We are also curious about his “Twelve Questions to Ask before Marrying Someone” and how his 25-year-old daughter received his advice. With our proximity to NYC, we also couldn’t pass up the opportunity to hear from him about his recent run for the Democratic nomination for mayor in 2025.

Referred to the DMA by Mark Nunan

Whitney Tilson

Whitney Tilson is Editor of Stansberry Research, which provides advice, commentary and in-depth research and analysis to help people become better investors. The business has more than 100,000 paid subscribers. Mr. Tilson founded and, for nearly two decades, ran Kase Capital Management, which managed three value-oriented hedge funds and two mutual funds, with assets that peaked at over $200 million.

Mr. Tilson published his fourth book in 2021, The Art of Playing Defense: How to Get Ahead by Not Falling Behind. He has also co-authored two books, The Art of Value Investing: How the World’s Best Investors Beat the Market (2013) and More Mortgage Meltdown: 6 Ways to Profit in These Bad Times (2009), and was a contributor to Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger (2005), the definitive book on Berkshire Hathaway Vice Chairman Charlie Munger. In addition, he has written for Forbes, the Financial Times, Kiplinger’s, the Motley Fool and TheStreet.com.

He has appeared dozens of times on CNBC, Bloomberg TV and Fox Business Network, was on the cover of the July 2007 Kiplinger’s, has been profiled by the Wall Street Journal and the Washington Post, and has spoken widely on value investing.

Prior to launching his investment career in 1999, Mr. Tilson spent five years working with Harvard Business School Professor Michael E. Porter studying the competitiveness of inner cities and inner-city-based companies nationwide. He and Professor Porter founded the Initiative for a Competitive Inner City, of which Mr. Tilson was Executive Director. Mr. Tilson also led the effort to create ICV Partners, a national for-profit private equity fund focused on minority-owned and inner-city businesses that has raised nearly $500 million.

Mr. Tilson received an MBA with High Distinction from the Harvard Business School, where he was elected a Baker Scholar (top 5% of class), and graduated magna cum laude from Harvard College.

Mr. Tilson is an avid mountaineer – he climbed the Nose of El Capitan in June 2020 and has summited Mt. Kilimanjaro, Mt. Blanc, the Matterhorn and the Eiger. He also regularly competes in obstacle course races, including the world championships pro division. He has run seven 24-hour World’s Toughest Mudders, winning the 50+ age group twice and setting the all-time age-group record of 75 miles in 2016.

Mr. Tilson spent much of his childhood in Tanzania and Nicaragua (his parents are both educators, were among the first couples to meet and marry in the Peace Corps, and have retired in Kenya). Consequently, Mr. Tilson is involved with a number of charities focused on Ukraine (to which he has traveled four times since the invasion and raised more than $18 million), education reform and Africa. Most recently, he was a candidate in the 2025 Democratic primary for Mayor of New York City.

Mr. Tilson lives in Manhattan with his wife of 32 years, with whom he has three adult daughters

Why did one of our greatest presidents (FDR) ruthlessly persecute one of the richest men in America (Andrew Mellon)?

By any measure, Franklin D. Roosevelt is one our most admired presidents. But behind the beaming smile and folksy fireside chats was a ruthless politician willing to use the massive powers of the federal government to crush his enemies. In this thrilling exposé, Greg Steinmetz recounts how FDR targeted America’s third-richest man to prove his progressive credentials and rally support for his sweeping social agenda.

He found his scapegoat in former Treasury Secretary Andrew Mellon. Mellon’s name dripped riches. More than any other, it symbolized the Roaring Twenties economic boom and the crack up that followed. FDR publicly blamed Mellon for the Great Depression, using him as a convenient diversion from the New Deal’s failure to bring jobs back to a devastated economy.

Roosevelt tortured the aging, frail and reclusive Mellon, cooking up a fake criminal charge in a bid to put him behind bars. When that fizzled, Roosevelt kept up the fight by making Mellon miserable in tax court. Mellon died before the verdict but not until, one final, jaw dropping twist occurred in this strange clash of titans.

This shocking book reveals the secret sinister side of Roosevelt—and explains how big government won out of over the libertarian economic order that had reigned since the birth of the republic.

There will be a book signing after the talk with a Barrett’s Bookstore representative on-site at the entryway table.

Greg Steinmetz Biography

Greg Steinmetz is an American journalist, retired securities analyst and author. He previously worked for The Wall Street Journal, where he covered investment banking before becoming Berlin Bureau Chief and then London Bureau Chief. His first book, The Richest Man Who Ever Lived: The Life and Times of Jacob Fugger, was heralded by Andrew Ross Sorkin as one of the best reads of 2015. The Wall Street Journal and Jim Cramer named his second book, American Rascal: How Jay Gould Built Wall Street’s Biggest Fortune, as a top book of 2025.

Steinmetz was born and raised in Cleveland, Ohio. He graduated from Colgate University in 1983 with a Bachelor of Arts degree in History and German, and earned a master’s degree from the Medill School of Journalism at Northwestern University.

Steinmetz spent 15 years working as a journalist for the Sarasota Herald-Tribune, the Houston Chronicle, Newsday, and The Wall Street Journal. He served as the Bureau Chief for The Wall Street Journal in Berlin and London. In 2023, he retired from a New York money management firm where he was a partner and a member of the board of a mutual fund.

His third book, The President and the Plutocrat: Roosevelt, Mellon and the Triumph of Big Government, has been just published in the fall of 2026.

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After a devastating run of German victories, Allied troops are beginning to halt Hitler’s advance. But far from the battlefields, Allied scientists are struggling. Intelligence reports put them a distant second behind the Germans in a competition that could determine the outcome of the war: the race to build the world’s first nuclear weapon.

During World War II, a group of physicists who had once been close friends found themselves on opposite sides of a deadly race. German scientist Werner Heisenberg and American physicists Robert Oppenheimer, Enrico Fermi, and Sam Goudsmit were all leading figures in nuclear research. But after the attack on Pearl Harbor, their shared passion for science turned into a high-stakes competition to build the world’s first atomic bomb—a weapon that could determine the outcome of the war.

Heisenberg had a two-year head start, and the possibility that Nazi Germany might beat the Allies to the bomb terrified American scientists. The Manhattan Project, led by U.S. Army General Leslie Groves, became a massive effort to catch up. Fear of Heisenberg haunted Manhattan Project scientists. At one point, Groves even approved plans to bomb Heisenberg’s lab and assassinate him to stop Germany’s progress. Meanwhile, Sam Goudsmit led a secret military unit tasked with tracking down Heisenberg and uncovering the truth about the Nazi nuclear program. What they found would surprise everyone. The Greatest Scientific Gamble tells the dramatic and little-known story of how personal relationships, wartime fear, and scientific ambition collided in the race to unlock the power of the atom.

There will be a book signing after the talk signing with a Barrett’s Bookstore representative on-site at the entryway table.

Michael Joseloff

Michael Joseloff is a TV news and documentary producer living in New York City and winner of four Emmy awards. His work has aired on ABC, CBS, PBS and numerous cable TV networks.

He is author of The Greatest Scientific Gamble (Michigan State University Press) and Chasing Heisenberg: The Race for the Atom Bomb (Amazon Publishing).

He has produced programs for the acclaimed PBS series FRONTLINE as well as a business-related documentary, crime dramas, biographies and reality-based programs for cable tv.  Before that he produced hundreds of reports for The MacNeil/Lehrer NewsHour on PBS about current events, history, science and more.

The 2027 open enrollment season will be one of the most tumultuous in recent years.  Key trends in the Medicare marketplace are the elimination of temporary Part D premium subsidies and increased regulatory scrutiny of Medicare Advantage Plans.  Overall Advantage Plan growth has slowed and aggressive hospital negotiations, benefit reductions, reduced product offerings, and retraction from unprofitable markets are common.

Other developments affecting the environment include the elimination of enhanced subsidies in the individual market in 2026 and the cuts in Medicaid slated to take effect in 2027.  These changes will disrupt hospital finances and challenges to our local hospitals can affect us all.

Finally, all Americans will continue to be affected by the approval of astoundingly expensive new prescription drugs.

Please join Maura Carley for a discussion on how to avoid the landmines integral to the healthcare experience in the U.S.

Maura Carley, Founder and CEO Healthcare Navigation, LLC

 Maura Carley is Founder and CEO of Healthcare Navigation LLC, a national healthcare advocacy and health insurance consulting firm.  

Before founding Healthcare Navigation, Carley served in executive positions both in the hospital and insurance industries.  She is a former Regional Director of Kaiser Permanente, one of the nation’s oldest and largest HMOs.  She began her career as an assistant administrator at Yale-New Haven Hospital and subsequently served as Vice President of Operations at Stamford Hospital.

Carley received her Master’s in Public Health from Yale University and completed an Executive Management Program through the Stanford University Business School.  She is a fellow in the American College of Healthcare Executives and a certified health insurance consultant.

She has served on many non-profit boards in Connecticut and New York.  Carley served on the Board of Directors for Access Health CT and is a former Vice Chair of the Darien Social Services Commission.  She currently serves on the Board of the Connecticut Women’s Forum, a chapter of the International Women’s Forum.

Carley has spoken on healthcare topics at programs across the United States and has been interviewed in articles for many major national periodicals.

Carley is also the author of Health Insurance: Navigating Traps and Gaps, which became Amazon’s #1 best seller on health insurance shortly after its publication in 2012 and was awarded the Living Now Book award in 2015.  Many changes have occurred since Navigating Traps and Gaps was published but because it is a book of actual client case studies, it documents the history of challenges Americans face dealing with our healthcare environment, many of which remain today.