Guidepoint Quarterly Advisor Review Issue 1 2020

I S S U E 1 2020

QUARTERLY ADVISOR REVIEW

I N S I DE T H E I S S U E : • From Our Team • Top Advisor FAQs of the Quarter • Guidepoint in the News • Guidepoint Legal Solutions • Advisor Spotlight • In Case You Missed It

FROM OUR TEAM

We are working with new clients and opening fresh projects every day.

Welcome to the latest edition of the Quarterly Advisor Review! In this issue we showcase a podcast featuring our Global Head of Corporate Business Development and Client Service as well as some articles about our company. As usual, we also answer this quarter’s most Frequently Asked Questions and spotlight one of our outstanding Advisors.

2019 was a year of rapid growth for Guidepoint. We’ve broken new ground, from the unveiling of our brand-new headquarters in New York City’s historic Flatiron District to the opening of our 12th global office, located in Dubai. We now have over 2,000 clients and arrange over 3,000 interactions every week. We’ve also expanded the scope of our business with an innovative new Expert Witness Service.

Of course, some things never change, like the stellar consulting services that our Advisors provide for our clients. Guidepoint’s success would not be possible without the hard work of all of our Advisors. As we reflect on the past year, we want to pause to thank you for contributing your expertise to Guidepoint’s Expert Network. On behalf of the entire Guidepoint team and all of our clients, we wish you and your family a happy and healthy new year. We look forward to working with you in 2020!

­– The Advisor Relations Team advisor.relations@guidepoint.com +1 844 414 0000 2 | QUARTERLY ADVISOR REVIEW

TOP ADVISOR FAQS OF THE QUARTER 1. Should I update my Guidepoint profile?

Yes! Please visit the Guidepoint Advisor Portal to update your Employment History and Biography any time your employment or job title changes. You should also review your profile every six months to ensure that it is up to date and that it includes as much detail as possible about your professional responsibilities and accomplishments over the past few years. This helps us send you relevant project requests and gives our clients a better understanding of your expertise

4. Will I receive a 2019 income tax form?

If eligible, you will soon receive a 2019 1099 Form in the mail (if you have not already). If you are a US resident who was issued more than US$600 in payment from Guidepoint over the course of the 2019 calendar year, then you can expect to receive a 1099 Form in accordance with current IRS requirements. If you are not a US resident, or if you earned US$600 or less from Guidepoint in 2019, then you will not receive a 2019 1099 Form.

2. What do I do if I need assistance from Guidepoint?

We’re here to help! When visiting the Advisor Portal you can click “Request Assistance” to ask a question through the Portal. Your inquiry will be directed to the proper Guidepoint team. You are also welcome to email the Advisor Relations Team directly at: advisor.relations@guidepoint.com or call us at +1 844 414 0000.

3. Can I refer a colleague to be a part of the Guidepoint Advisor network?

Yes, you can! All Advisors have the opportunity to refer colleagues. All referrals can be made through the Advisor Portal. If your referral is accepted into the network and participates in a paid consultation within 6 months then Guidepoint will issue you a referral bonus of US $100.

5. How can I contribute to the Guidepoint Advisor Blog?

If you are interested in contributing a post to the Guidepoint Advisor Blog, please email advisor. relations@guidepoint.com and note a topic that you would be interested in writing about if selected. Possible topics include recent industry and market trends, noteworthy disruptions, and long-term outlook. Contributors hold senior roles in their industries/fields, and they have highly developed expertise on the topics that they write about. A Guidepoint representative will reach back out if they feel that you could be a good fit for the Advisor Blog. Please note that, while contributions are not compensated, they are a great opportunity to build your personal brand and receive recognition as an expert in your field.

YOU CAN VIEW AND EDIT YOUR PROFILE ANY TIME IN THE GUIDEPOINT ADVISOR PORTAL. ISSUE 1 2020 | 3

GUIDEPOINT IN THE NEWS

Guidepoint’s Global Head of Corporate Business Development and Client Service, Daniel J. F. Hayter, was recently featured on the Hot Topics Podcast. This podcast features exclusive one-on-one interviews featuring career stories and real-world insights from CEOs, Thought Leaders and Entreprenuers.

In this episode Daniel talks about how to better interview for a customer-focused position which is different from a “backof-the‑house” position. Click here to listen to the full podcast to gain some valuable advice whether you are interviewing for a sales position, hiring someone for a sales position, or need tips on making yourself more marketable!

Guidepoint Insights empowers our clients to make better-informed decisions through skillfully moderated teleconferences, in‑person meetings and longitudinal surveys with Advisors like you. Check out this article from Integrity Research Associates covering the growth of our Guidepoint Insights product and the new Insights Library, as well as our hiring efforts, and other changes taking place at our company.

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DANIEL J. F. HAYTER GLOBAL HEAD OF CORPORATE BUSINESS DEVELOPMENT & CLIENT SERVICE

Guidepoint Qsight remains an unparalleled resource in providing quantitative insight into the sales performance of medical technology industry leaders. 3Q19 makes the 10th straight quarter in which our Qsight Alpha projections have been more accurate than consensus. Check out this article on MarketWatch about our proprietary healthcare data sets.

GUIDEPOINT LEGAL SOLUTIONS In our 2019 Issue 2 of the Advisor Newsletter, we introduced our new client service offering, Guidepoint Legal Solutions. We wanted to revisit Legal Solutions to give you a more indepth look at the products and services available as well as a link to become an Expert Witness PRODUCTS AND SERVICES CASE MERIT ANALYSIS Based on a systematic review and analysis of the records provided, Guidepoint’s in-house, US-trained physicians discuss the merits of a case based on standards of care, causation, and damages, as well as provide a narrative summary

MEDICAL EVENT CHRONOLOGY The client is provided with the most salient details of medical records in an easy-to-read timeline allowing for a more streamline and cost-effective process.

of pertinent medical events.

CLINICIANS ON CALL EXPERT WITNESS SEARCH Guidepoint’s customized expert search platform provides an efficient, professional mechanism for

We provide clients with medical professionals to support or reject direct access to any theory of the case.

matching our clients with the qualified experts they need to buttress their claims.

SURVEYS Our surveys offer clients the unique ability to

SUBJECT MATTER EXPERT CONSULTATION This is designed to allow clients to engage with an expert in any field to gain a quick and up-to-date

harness the opinions of multiple relevant subject matter experts for any case in which a clear answer might not be apparent.

understanding of any subject matter relating to a potential claim. This service may be utilized at any point in the litigation process.

ARE YOU INTERESTED IN BECOMING AN EXPERT WITNESS? Click this link to fill out a form if you are interested in becoming an Expert Witness. You will receive an email confirmation and details on next steps upon submitting. If you have any questions about Guidepoint Legal Solutions, please contact us at: expert.witness@guidepoint.com.

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ADVISOR SPOTLIGHT This quarter we are excited to highlight Hans Lagerweij, President at Albatros Travel. Hans was recently the CEO and President of boutique cruise start-up Victory Cruise Lines (01/2018-1/2019), operating two 200 passenger cruise vessels on the Great Lakes, in Cuba and Mexico, with a third new build vessel on order for delivery in 2021. Furthermore, he is a trustee of the Safer Tourism Foundation, a charity set up to improve the health and safety of British tourists.

He is also the owner of Flying Dutchman Consultancy, offering strategic & commercial consultancy in Travel & Hospitality, including startup management, interim executive, preparing the business for sale, IPO, M&A, turnaround management and international expansion.

Sustainability Trends In Expedition Cruising

By Hans Lagerweij THE CRUISE INDUSTRY AND SUSTAINABILITY The cruise industry is a hot topic in the global sustainability conversation, often for unflattering reasons. Princess Cruises’ recent illegal dump of plastic material in the Bahamas highlights a history of environmental violations. The cruise industry’s carbon emissions are under scrutiny, as the average large cruise ship emits as much carbon as 22,256 cars each year. To combat this, the industry has set itself some ambitious goals, including an industry-wide reduction of carbon emissions of 40% by 2030, and becoming carbon free by 2050. Adam Goldstein, Global Chair of the Cruise Lines International Association (CLIA), claims “we need to play a leadership role in sustainable tourism”.

GROWTH OF EXPEDITION CRUISING

The various initiatives across the industry are: 1. Reduce carbon emissions and develop clean(er) energy 2. Reduce other footprint; garbage and waste 3. Use sustainable food sources 4. Sustainable visits to areas and communities 5. Create a decent and safe work environment 6. Promote conservation and building a legacy REDUCING CARBON EMISSIONS, DEVELOPING CLEAN(ER) ENERGY The expedition cruise industry uses cleaner light fuels, as heavy fuels were banned in Antarctica in 2011.

Therefore, most of the new build vessels in the industry can only burn “light” fuels (MGO).

Most new build vessels, like Sunstone Infinity class, have engines that are Tier 3 compliant, reducing emissions up to 80% versus older ships. Hurtigruten is experimenting with battery powered ships, like the Roald Amundsen. Hurigruten’s CEO, Daniel Skjeldam, is keen to pursue cleaner cruising, even banning heavy fuels in the Arctic. He argues against the use of so called “scrubbers” to reduce the emissions of heavy fuels; “It only moves the problem from the air into our oceans. It’s the emperor’s new

Sustainability is not the responsibility of a person or department, but of everyone in the organization

Expedition cruising is considered the next forefront in travel. Although expedition ships are much smaller, and pollute significantly less than bigger cruise ships, they attract a critical assessment from a different perspective. Expedition cruise ships visit the most fragile and threatened areas of our planet, like the Arctic and Antarctica. What do expedition cruise companies do to meet the sustainability challenges of today’s world?

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EXPEDITION CRUISING AND DRIVE FOR SUSTAINABILITY

ADVISOR SPOTLIGHT (CONT.) clothing. We push very hard for more regulation instead of less regulation.”

There are other smaller initiatives in the industry to reduce emissions, like promoting energy-saving LED lights and hull paints with special non-toxic coatings to reduce fuel consumption by up to 5%.

CREATE A DECENT AND SAFE WORK ENVIRONMENT In addition to mandatory compliance with international regulations, expedition cruise operators have implemented initiatives to promote crew welfare, such as compliance campaigns focused on occupational health and safety improvements, and onboard occupational trainings in deck, engine and hotel disciplines.

REDUCE FOOTPRINT; GARBAGE AND WASTE Fortunately, the expedition cruise industry took the lead in removing single use plastics on their ships.

Plastic straws have been removed from most ships and most operators reduce plastic waste by distributing refillable personal bottles and providing refill stations, like on the Lindblad, Silversea, Quark Expeditions and Albatros Expeditions ships. More companies are using eco-friendly bio-degradable detergents and cleaning materials. Argentina’s hub for Antarctica cruises now promotes a recycling initiative.

PROMOTING CONSERVATION AND BUILDING A LEGACY Many expedition cruise companies support charities linked to their destinations, often by holding auctions on board. They also encourage passengers to take charge and help protect the areas they visit. For example, the Clean Up Svalbard initiative asks travelers to pick up trash during their visit.

FUTURE DEVELOPMENTS

SUSTAINABLE FOOD SOURCES Most expedition operators now consider sustainable food sources, though using locally farmed food can be challenging in remote areas. For example, Albatros Expeditions just announced that they will replace all coffees and teas on-board with fair-trade organic products.

SUSTAINABLE VISITS TO AREAS AND COMMUNITIES The expedition cruise industry is heavily self-regulated by organizations like IAATO (International Association of Antarctic Tour Operators) and AECO (Association of Arctic Expedition Cruise Operators). They are praised for their strict commitment to bettering the environment with policies to protect oceans, air and wildlife, as well as the unique social and cultural fabric of destinations. AECO Executive Director Frigg Jorgensen states “community engagement and ensuring local benefits of cruise tourism is critical for the future of the industry”.

Small ship cruising guide QuirkyCruise is currently compiling an “Eco survey” among 88 small ship lines.

Co-owner Heidi Sarna is convinced that travelers are prepared to pay more for a “greener” cruise: “especially in the small-ship niche I focus on, where passengers tend to be fairly well-educated, well-traveled and lovers of the environment”.

Despite these initiatives, there is a long road ahead.

Creating a natural drive for sustainability within an organization is just the start. Sustainability is not the responsibility of a person or a department, but of everyone in the organization; therefore, it must become part of the company’s ethos.

Guidepoint is not a registered investment adviser and cannot transact business as an investment adviser or give investment advice. Information provided

by Guidepoint is not intended to constitute investment advice, nor is it intended as an offer to sell or solicitation of an offer to buy any security. Guidepoint supplies products and services to its clients for general information purposes only and you should not rely solely on the information provided through any Guidepoint products or services in making any investment or other decision. © 2020 Guidepoint Global, LLC. All rights reserved. Guidepoint ® and the marks relating to Guidepoint products and services are either trademarks or registered trademarks of Guidepoint. www.guidepoint.com ISSUE 1 2020 | 7

IN CASE YOU MISSED IT In the Advisor Spotlight of our previous Advisor Newsletter, Guidepoint Advisor Marc Fischer explains how machine learning will drive economic growth in every industry. The infographic below shows how machine learning will impact different industries. Check out the full article here.

Did you miss our last Advisor Newsletter? You can take a look back on previous FAQs, trending topics, information on Guidepoint, as well as the Advisor Spotlight.

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Learn More For more information please contact: e: advisor.relations@guidepoint.com p: +1 844 414 0000 Follow us on:

Š 2020 Guidepoint Global, LLC. All rights reserved. Guidepoint Ž and the marks relating to Guidepoint products and services are either trademarks or registered trademarks of Guidepoint. www.guidepoint.com