Geopolitische Auswirkungen

Why organisations work with Anatole Kaletsky He runs the macro research that institutional investors act on. As chairman and chief economist of Gavekal, his work is priced in by hundreds of banks, asset managers and corporates, not written for a general audience. He wrote the book on post-crisis capitalism. Capitalism 4.0 set out a named thesis for how the system reorganised itself after 2008, and the argument has aged into the framework through which many boards now read central bank behaviour. He sits inside the reform of economics itself. As founding chairman of the Institute for New Economic Thinking, set up with George Soros to rebuild the discipline after 2008, he has direct access to the researchers redefining how policymakers think. Thirty years as Economics Editor and Editor-at-Large of The Times, and as a columnist for Reuters, the International New York Times and Project Syndicate, give him a rare ability to translate macro complexity into arguments a management team can act on. Biography highlights Co-founder, chairman and chief economist of Gavekal, an independent research and investment firm serving more than 800 financial institutions. Founding chairman of the Institute for New Economic Thinking, established with George Soros in the wake of the 2008 financial crisis. Author of Capitalism 4.0: The Birth of a New Economy in the Aftermath of Crisis, nominated for the Samuel Johnson Prize. Columnist for Reuters, the International New York Times, Project Syndicate and Prospect, after a thirty-year career at The Economist, the Financial Times and The Times, where he was Economics Editor and Editor-at-Large. Twice named Specialist Writer of the Year at the British Press Awards, and named Newspaper Commentator of the Year, Economic Journalist of the Year and European Journalist of the Year. First Class Honours in Mathematics from King’s College, Cambridge, and a Kennedy Memorial Scholar at Harvard, where he took a Master’s in Economics. Biography The global economy has not returned to a normal cycle since 2008. Successive shocks, from the financial crisis to the pandemic to the rewiring of trade blocs, have left boards and investors trying to plan inside a macro regime whose rules they did not agree to. Kaletsky’s work is an attempt to name that regime. In Capitalism 4.0, he argued that the post-crisis system is a new stage in the evolution of market economies, one in which governments and central banks play a larger and more explicit role, and that treating the period since 2008 as a set of anomalies is what keeps leaders wrong-footed. The thesis gave boards and policymakers a vocabulary for what they were already seeing. That argument is backed by an unusual combination. Through Gavekal, the research and investment firm he co-founded, his analysis is priced in by more than 800 banks, asset managers and corporates. Through the Institute for New Economic Thinking, which he chaired from its founding with George Soros, he works with the economists rebuilding the discipline’s foundations. Through three decades at The Times, the Financial Times and The Economist, and ongoing columns for Reuters, the International New York Times and Project Syndicate, he has learned how to explain monetary policy and geopolitics without losing either the numbers or the reader. For a board trying to decide what to assume about inflation, Chinese growth, the dollar or the direction of American policy, his value is that he has already had to answer the same question for institutional clients who are putting real capital behind it. Key speaking topics Global macro-economics and financial markets Central bank policy and the future of monetary regimes Capitalism 4.0 and the evolution of market economies after 2008 Geopolitics, trade blocs and the global economic order China, the United States and the shape of the next decade Political risk and the interaction of policy with markets Ideal for Boards and executive committees setting medium-term capital allocation and geographic strategy Chief investment officers, CFOs and treasurers calibrating exposure to policy and macro risk Institutional investor conferences and client events that need a named macro thesis, not a market update Audience outcomes A clearer reading of why the post-2008 macro regime behaves differently, and what that means for planning assumptions A framework for interpreting central bank decisions as part of a longer structural shift, not one-off interventions A sharper view of how US-China rivalry, European policy and emerging market dynamics interact in capital flows Specific, argued positions on inflation, interest rates and asset prices, rather than a survey of consensus forecasts

Why organisations work with Andrés Oppenheimer His sector-by-sector analysis of automation’s job impact – developed through the same investigative methodology that produced a Pulitzer Prize – gives leadership teams a specific, evidence-built picture of workforce risk rather than a generalist technology forecast. “The Oppenheimer Report” column runs twice weekly across 60+ newspapers in the US and Latin America, meaning his read on political and economic shifts is drawn from live, primary reporting – not filtered retrospective analysis. He can address geopolitical risk and AI-driven workforce disruption in a single conversation, from a single credible position – organisations operating across the Americas do not need separate voices to cover both agendas. His television programme “Oppenheimer Presenta” on CNN en Español gives him direct, ongoing access to heads of state, finance ministers, and regional business leaders – a source network that shapes the quality and specificity of his intelligence. Nine books across four decades of reporting on Latin American competitiveness means his arguments carry empirical ballast: when he makes a forecast, he can point to the precedents it rests on. Biography highlights Latin America editor and syndicated foreign affairs columnist, The Miami Herald; “The Oppenheimer Report” appears twice weekly in 60+ US and international newspapers Anchor, “Oppenheimer Presenta,” CNN en Español – broadcast across 19+ countries in the US, Latin America and the Caribbean Co-winner, 1987 Pulitzer Prize, as part of the Miami Herald team that broke the Iran-Contra scandal Author of nine books, including The Robots Are Coming! (Vintage/Random House, 2019) and Innovate or Die! (2014), translated into Spanish, Portuguese, Japanese, Korean, and Chinese Awards include: Ortega y Gasset Award (El País, 1993), Maria Moors Cabot Award (Columbia University, 1998), King of Spain Award (2001), Overseas Press Club Award (2002) Master’s degree in Journalism, Columbia University; freelance contributor to The New York Times, The Washington Post, BBC, and CBS’ 60 Minutes Biography The Americas produce a particular kind of strategic risk – one where political instability, trade volatility, and currency pressure arrive together and faster than most organisations expect. Andrés Oppenheimer has spent four decades reporting from inside that complexity, as Latin America editor and syndicated foreign affairs columnist for The Miami Herald, with “The Oppenheimer Report” appearing twice weekly in more than 60 newspapers across the US and internationally. His investigative credentials are substantive. He was part of the Miami Herald team awarded the 1987 Pulitzer Prize for uncovering the Iran-Contra affair – a grounding in primary-source journalism that has shaped every argument he has made since. His awards from El País (Ortega y Gasset, 1993), Columbia University (Maria Moors Cabot, 1998), and the Spanish news agency EFE (King of Spain Award, 2001) confirm a standing in the Spanish-speaking world that extends well beyond the conference circuit. His book The Robots Are Coming! (Vintage/Random House, 2019) applied that same investigative rigour to the future-of-work debate. Oppenheimer interviewed Oxford economists, Silicon Valley engineers, and sector specialists across Japan, South Korea, Israel, and Europe to build a profession-by-profession account of what automation is actually doing to legal work, banking, medicine, and manufacturing – and what the evidence says about whether new industries will replace what is being lost. The earlier Innovate or Die! (2014) set out his argument that innovation capacity is the defining variable in national competitiveness in the knowledge economy. As anchor of “Oppenheimer Presenta” on CNN en Español, he interviews heads of state, policymakers, and business leaders across a region that remains both strategically critical and consistently misread by organisations operating from outside it. That combination – live political intelligence, investigative depth, and a published analytical framework on automation and competitiveness – is what distinguishes his contribution in a board conversation on international risk. Key speaking topics Geopolitics and political risk across the Americas AI, automation, and the future of work Latin American economic trends and competitiveness Innovation strategy in the knowledge economy The impact of automation on professional sectors Global economic forecasting and scenario analysis Ideal for C-suite and board-level leaders in organisations with commercial exposure or operations across Latin America and the Americas Risk, strategy, and policy leads navigating geopolitical uncertainty in international markets Senior leadership teams examining the intersection of AI-driven workforce disruption and macroeconomic risk Global business conferences and economic forums seeking analytical depth on hemispheric political and technological change Audience outcomes A clearer framework for understanding how geopolitical risk and automation interact as compounding – not separate – forces on competitive strategy Sector-specific insight into which professional roles and industries face the earliest automation pressure, grounded in published research rather than prediction A more accurate and current picture of Latin American political and economic dynamics, drawn from active reporting rather than retrospective analysis A working understanding of why innovation capacity determines national and organisational competitiveness in the knowledge economy Confidence to brief boards and senior colleagues on the forces reshaping international markets – with the evidence and context to withstand scrutiny

Why organisations work with Andrés Velasco He ran Chile’s fiscal policy through a commodity supercycle and a global financial crisis – banking windfall reserves against political opposition, then deploying them as counter-cyclical stimulus. This is not a case study; it is his direct personal record, and it has no equivalent among academic economists in the speaker market. His analysis of fiscal and monetary decisions is shaped by actual exposure to the institutional mechanics: as a minister, as a member of the G20 Eminent Persons Group on Global Financial Governance, and as a current member of the Group of Thirty – a grouping that includes sitting and former central bank governors and finance ministers. He provides the connection between macro numbers and political reality that standard economic commentary does not: why governments make the fiscal choices they do, what constrains them, and what that means for the investment and operating environments businesses face. His Project Syndicate column, running since 2001, covers geopolitics, populism, and macroeconomic policy – offering audiences a track record of real-time, named analysis they can assess rather than a credentials summary alone. As Dean of the LSE School of Public Policy, he sits at the centre of the global debate on institutional reform, multilateral development finance, and the future of international economic governance – giving organisations access to the live intellectual agenda, not yesterday’s consensus. Biography highlights Inaugural Dean of the School of Public Policy, London School of Economics and Political Science (since 2018) Minister of Finance, Republic of Chile, 2006–2010; named Latin American Finance Minister of the Year by Emerging Markets (Euromoney) and América Economía Member of the Group of Thirty – the selective forum of current and former central bank governors, finance ministers, and senior economists Member, G20 Eminent Persons Group on Global Financial Governance; World Bank–IMF High-Level Advisory Group on Sustainable and Inclusive Recovery and Growth Previously Sumitomo-FASID Professor of International Finance and Development, Harvard Kennedy School; Professor of Professional Practice, Columbia University’s School of International and Public Affairs Award for Excellence in Research, Inter-American Development Bank (2006); author of nearly 100 academic articles and several books; regular contributor to Project Syndicate since 2001 CEPR Research Fellow; Co-chair, Global Panel on the Future of the Multilateral Lending Institutions Biography Fiscal policy looks technical until a government has to choose between spending a commodity windfall and saving it. When Chile’s copper revenues surged in 2006, Andrés Velasco – then Finance Minister – held the reserves despite intense domestic political pressure, building buffers equivalent to roughly 30% of GDP. When the 2008 financial crisis hit, he deployed them. The FT, The Economist, the Wall Street Journal, and Bloomberg all covered the story. It remains the most concrete demonstration of counter-cyclical fiscal discipline under real political constraints in the modern emerging-market record. That combination – academic rigour in macroeconomics and direct exposure to the decisions that actually get made – shapes everything Velasco now does at LSE, where he is the inaugural Dean of the School of Public Policy. His research has always been about the political economy of reform: not what good policy looks like in theory, but why it succeeds or fails in practice, and what institutional conditions make credible commitments possible. These are the questions that boards and executive teams face when they try to read fiscal environments, assess sovereign risk, or understand why the same policy recommendation produces different outcomes in different countries. Velasco’s engagement with global economic governance has been sustained and specific. He served on the G20 Eminent Persons Group on Global Financial Governance, co-chaired the Global Panel on the Future of the Multilateral Lending Institutions, and contributed to the World Bank–IMF High-Level Advisory Group on Sustainable and Inclusive Recovery and Growth. He is now a member of the Group of Thirty – one of the most selective forums in international economic policy, comprising current and former central bank governors and finance ministers. His Project Syndicate column, published continuously since 2001, provides a public record of his analytical positions on populism, fiscal discipline, multilateralism, and democratic governance. For organisations navigating a period in which fiscal policy has become explicitly political and multilateral institutions are under visible strain, Velasco offers something precise: the perspective of someone who has held the levers, studied the mechanisms, and continued to influence the debate at the highest institutional levels. Key speaking topics Political economy of fiscal policy and economic reform Global economic governance and multilateral institutions Counter-cyclical fiscal policy and sovereign risk Macroeconomics of emerging markets Populism, democracy, and economic policymaking International financial institutions and development finance Geopolitical risk and global market conditions Ideal for C-suite and board-level audiences in financial services, investment, and multinational corporations requiring strategic context on global fiscal and political risk Chief Strategy Officers and Chief Risk Officers navigating geopolitical and macroeconomic uncertainty Government affairs, public policy, and regulatory strategy teams International economic forums, sovereign wealth funds, and development finance institutions Audience outcomes A clearer framework for reading fiscal and monetary policy decisions as political acts with structural constraints – not just technical outputs Specific insight into how multilateral institutions form, reform, and fail – and what that means for the economic environments businesses depend on Context for understanding the gap between policy intent and policy outcome in emerging and developed markets A more precise vocabulary for discussing sovereign risk, counter-cyclical strategy, and institutional credibility at board level Exposure to the live intellectual debate on global economic governance from someone actively shaping it

Why organisations work with Andrew Marr Direct line of sight into Westminster and Whitehall built across forty years of political reporting, including five years as BBC Political Editor and sixteen years presenting the BBC One Sunday political programme. Historical context most political commentators cannot offer. His BBC One series and accompanying books on modern Britain, the making of modern Britain and the Elizabethan era are the standard popular references for how the British state and economy got to where they are. Non-partisan, on-the-record reading of UK politics that can be quoted in front of clients, regulators and international visitors. Marr has interviewed every recent UK prime minister and most senior cabinet figures. Working journalist, not a retired one. Political Editor of the New Statesman and presenter of Tonight with Andrew Marr on LBC, so the analysis is current to the week of the event. Equally effective as keynote speaker, interviewer and moderator. The same craft that drove fifteen years of Sunday political interviews carries into corporate fireside formats and on-stage conversation with senior leaders. Biography highlights BBC Political Editor, 2000 to 2005. Editor of The Independent, 1996 to 1998. Political Editor of The Independent before that. Presented The Andrew Marr Show on BBC One from 2005 to December 2021. Political Editor and columnist at the New Statesman, since February 2022. Presents Tonight with Andrew Marr on LBC and a current affairs show on Classic FM. Author of A History of Modern Britain, The Making of Modern Britain, A History of the World, The Diamond Queen, and Elizabethans. Companion BBC documentary series accompanied most of them. BAFTA Richard Dimbleby Award (2004), British Press Awards Columnist of the Year (1995), Royal Television Society Best Presenter (2008), RTS Scotland Current Affairs Award (2017). Read English at Trinity Hall, Cambridge, first class honours. Biography British politics has rarely moved at a pace this difficult for boards and senior leaders to track. Election cycles, fiscal reversals, the state’s relationship with business, and Britain’s position in the world are all in motion at once. Reading the signal underneath the noise is now part of corporate planning, not an adjacent interest. That is the contribution Andrew Marr brings to a corporate audience. As BBC Political Editor from 2000 to 2005, and then as presenter of the BBC One Sunday political programme for sixteen years, he interviewed every recent UK prime minister and most senior cabinet figures across two decades of British government. Few broadcasters have that continuity of access. The historical work is what separates him from other political commentators. A History of Modern Britain, The Making of Modern Britain, and Elizabethans, each a Sunday Times bestseller with a major BBC television series alongside it, gave a generation of British readers their working picture of how the country got from 1945 to now. The BBC series for A History of Modern Britain won a BAFTA. He left the BBC at the end of 2021 and now writes as Political Editor of the New Statesman, presents Tonight with Andrew Marr on LBC, and a current affairs programme on Classic FM. The journalism is current to the week. Awards include the BAFTA Richard Dimbleby (2004), British Press Awards Columnist of the Year (1995), and Royal Television Society Best Presenter (2008). He read English at Trinity Hall, Cambridge, with first class honours. Key speaking topics UK politics and Westminster British government and policy Modern British history and national identity UK economic policy and the state Elections and the political cycle Media and public life Scotland and the union Ideal for Boards and executive committees of UK and international businesses with material UK exposure Senior partner and client events for professional services firms hosting clients on UK affairs Annual conferences and leadership offsites seeking a credible on-the-record political read Event organisers needing a senior moderator or interviewer for political and economic sessions Audience outcomes A clear, non-partisan read on where UK politics is heading in the next political cycle Historical context for current political and economic shifts, traced back to identifiable turning points in post-war Britain An informed sense of how Westminster, Whitehall and the Treasury actually interact on the issues that matter to business A sharper picture of the UK’s standing internationally and what that means for British operations and investment

Why organisations work with Andrew Roberts His book Conflict, co-authored with General David Petraeus and endorsed by Henry Kissinger and General James Mattis as the definitive strategic reference on modern warfare, gives boards access to an analytical framework no single academic or geopolitical consultant can replicate His active role in the House of Lords – with direct involvement in parliamentary scrutiny of UK foreign and defence policy – means his geopolitical analysis is formed in real-time legislative engagement, not retrospective commentary Across 20 books spanning Napoleon, Wellington, Churchill, and George III, he has built the most extensive body of archival work on strategic leadership under pressure in the English language; audiences receive specific, verifiable cases – not generalised lessons His revisionist approach to historical biography, which uses primary sources to challenge received accounts, models the kind of rigorous scepticism towards consensus assumptions that executive teams need when reading volatile geopolitical environments As host of the Hoover Institution podcast Secrets of Statecraft, in which he interviews global policymakers and historians on decision-making and strategy, he is an active participant in the geopolitical discourse most relevant to senior leaders – not an observer at distance from it Biography highlights Life peer as Baron Roberts of Belgravia; member of the House of Lords since November 2022 Bonnie and Tom McCloskey Distinguished Visiting Fellow, Hoover Institution, Stanford University; Visiting Professor in War Studies, King’s College London Author of 20 books translated into 28 languages and awarded 13 literary prizes, including the Wolfson History Prize, the British Army Military Book of the Year Award, the Grand Prix de la Fondation Napoléon, and the Los Angeles Times Biography Prize Co-author with General David Petraeus of Conflict: The Evolution of Warfare from 1945 to Ukraine (2023) – a New York Times, USA Today, and Publishers Weekly bestseller, reviewed by the Wall Street Journal as the best single-volume study of conventional warfare in the nuclear age Fellow of the Royal Society of Literature and the Royal Historical Society; chairman of the Guggenheim-Lehrman Military Book Prize; Lehrman Institute Distinguished Fellow at the New-York Historical Society Regular contributor to The Spectator, The Daily Telegraph, and The Wall Street Journal; host of the Hoover Institution podcast Secrets of Statecraft with Andrew Roberts Biography The executives now making decisions about Ukraine exposure, China risk, and defence-adjacent supply chains face a specific interpretive problem: information is not scarce, but the historical frameworks needed to read it correctly are. Geopolitical events do not arrive labelled as structural shifts or temporary disruption. That distinction is the work of statecraft – and it is what most organisations currently lack. Andrew Roberts, Lord Roberts of Belgravia, has spent three decades building that capacity as a practising historian, active legislator, and strategic commentator. His work begins where most geopolitical analysis stops – in the archival record, where the patterns of how power moves between states are visible across centuries rather than election cycles. Elevated to the House of Lords in 2022, he engages with UK foreign and defence policy as a participant, not only as an analyst. His 20 books – including award-winning biographies of Napoleon, Churchill, and George III, translated into 28 languages – are forensic examinations of strategic decision-making under pressure, using primary sources to challenge received accounts. The Wolfson History Prize, the Los Angeles Times Biography Prize, the Grand Prix de la Fondation Napoléon, and the British Army Military Book of the Year Award are among the 13 prizes this body of work has earned. His most recent book, Conflict: The Evolution of Warfare from 1945 to Ukraine, co-authored with General David Petraeus, draws direct lines from the Surge in Iraq to drone warfare in Ukraine. Endorsed by Henry Kissinger and General James Mattis as the essential strategic reference for modern warfare, it is the book no single speaker in the geopolitics space could have produced alone. Roberts holds positions at the Hoover Institution at Stanford and the Department of War Studies at King’s College London, and hosts the podcast Secrets of Statecraft – conversations with global policymakers on the importance of historical thinking in strategic decisions. Key speaking topics Geopolitical risk and the lessons of statecraft Military strategy and the evolution of modern warfare Strategic leadership under pressure: historical perspectives Decision-making in geopolitical conflict Churchill, Napoleon, and the anatomy of strategic leadership Power, alliance, and the dynamics of the international order War, intelligence, and the future of conflict Ideal for Boards and executive committees navigating geopolitical risk and strategic uncertainty Financial services and investment leadership teams with significant geopolitical exposure Government, defence, and national security audiences Senior conference delegates in sectors shaped by geopolitical volatility – energy, infrastructure, and defence-adjacent industries Audience outcomes A historical framework for distinguishing structural geopolitical shifts from cyclical turbulence – directly applicable to boardroom risk discussions Concrete case studies of how past leaders navigated warfare, power transitions, and strategic miscalculation, and what separated those who succeeded from those who did not A sharper understanding of the current conflict environment, drawing on analysis co-developed with General David Petraeus across more than 70 years of post-1945 warfare Improved pattern recognition for interpreting alliance dynamics, adversarial behaviour, and the strategic role of intelligence and morale A working vocabulary of statecraft that senior leaders can use to frame geopolitical risk discussions with boards, investors, and policy stakeholders

Why organisations work with Andrew Sheng He has sat inside the institutions most leaders only read about. Hong Kong Monetary Authority, Hong Kong Securities and Futures Commission, World Bank, and as Chief Adviser to the China Banking Regulatory Commission. He speaks from the regulator’s chair, not the commentator’s. His book From Asian to Global Financial Crisis (Cambridge University Press) is the standard insider account of how the 1997 Asian crisis and the 2008 global crisis share common causes. Boards use his framing to stress-test their own assumptions about financial stability. He is one of a very small group of Western-trained economists with direct, ongoing advisory access to Chinese financial policymakers. For organisations exposed to China, that is a perspective almost impossible to replicate. TIME named him one of the 100 most influential people in the world in 2013 for helping leaders understand the rebalancing of the global economy. His Project Syndicate and South China Morning Post columns remain a reference point for finance ministers and institutional investors. He translates technical finance into strategic language. Boards come away with a clearer view of what Chinese shadow banking, sustainable finance, and US-China capital tensions mean for their own capital allocation. Biography highlights Chairman, Hong Kong Securities and Futures Commission, 1998 to 2005 Deputy Chief Executive, Hong Kong Monetary Authority Chief Adviser, China Banking Regulatory Commission (later China Banking and Insurance Regulatory Commission) Distinguished Fellow, Asia Global Institute, University of Hong Kong Author, From Asian to Global Financial Crisis (Cambridge University Press, 2009); co-editor, Shadow Banking in China (Wiley, 2016) Named to the TIME 100 Most Influential People, 2013 Featured interviewee in the Academy Award-winning documentary Inside Job (2010) Pro-Chancellor, University of Bristol; columnist, Project Syndicate and South China Morning Post Biography The 1997 Asian financial crisis and the 2008 global crisis were not separate events. They shared the same causes: loose money, lax supervision, market fundamentalism, and an appetite for financial engineering that outran the regulators watching it. Andrew Sheng made that argument from inside the system, as a regulator who had watched both crises unfold from Asian capitals and Washington. His career is the reason the argument carries weight. He chaired the Hong Kong Securities and Futures Commission from 1998 to 2005, served as Deputy Chief Executive of the Hong Kong Monetary Authority, spent four years at the World Bank, and began his career at Bank Negara Malaysia. Since 2013 he has been Chief Adviser to the China Banking Regulatory Commission, giving him an active seat inside the policy apparatus shaping the world’s second-largest financial system. That access sits alongside a serious body of written work. From Asian to Global Financial Crisis, published by Cambridge University Press in 2009, remains a standard insider account of how unfettered finance produced two systemic shocks in a decade. Shadow Banking in China, co-edited for Wiley in 2016, is one of the few book-length treatments of Chinese off-balance-sheet finance written by authors with direct regulatory knowledge. His Project Syndicate column, running since 2011, is read by finance ministers and institutional investors. For boards exposed to Asia, the value is specific. Sheng does not describe China from the outside or financial regulation in the abstract. He explains how Beijing’s policymakers think about capital, what Western assumptions about Chinese finance tend to miss, and where the global monetary order is most likely to fracture next. TIME named him one of the 100 most influential people in the world in 2013 for doing exactly this work. Key speaking topics Global financial stability and systemic risk China’s financial system and policy direction US-China economic and financial decoupling Asian capital markets and cross-border flows Central banking and financial regulation Sustainable finance and green capital The future of the international monetary order Ideal for Boards and investment committees with material exposure to Asian markets Central banks, financial regulators, and ministries of finance CIOs, CFOs, and treasurers at global financial institutions Policy, strategy, and sovereign wealth audiences evaluating China and the multilateral order Audience outcomes A regulator’s read on where the next systemic shock is most likely to originate A more accurate mental model of how Chinese financial policy is made and what it prioritises Sharper questions to ask about counterparty, currency, and capital-flow risk in Asia A structured way to think about sustainable finance beyond disclosure and taxonomy debates Language for the board on what decoupling, sanctions, and capital-market fragmentation mean for strategy

Why organisations work with Andrew Wilson A decade reporting from Moscow, Jerusalem and Washington gives him the standing to interview heads of state, ministers and CEOs without deferring to them, and without grandstanding. RTS-winning presenting craft from Sky News Live at 5 means he controls pace, time and tone on a live stage the way a broadcast studio expects, which is rare on the corporate circuit. Regular moderator at the World Economic Forum in Davos and at COP conferences, which means he arrives fluent in the vocabulary of geopolitics, macro risk and climate policy rather than briefed on it the night before. A Reuters track record of sit-down interviews with international CEOs, directly applicable to sponsor-led fireside formats, AGMs and leadership off-sites where the quality of the questions is the product. Editorial independence on sensitive material: conflict coverage from Afghanistan, Ukraine, Gaza, Chechnya and Iraq means he is comfortable in rooms where the subject matter is politically live. Biography highlights Former Sky News foreign correspondent in Moscow, Jerusalem and Washington DC, with international awards from each posting. Presenter of Sky News Live at 5, winner of the RTS Best News Programme award in 2016. Ten years presenting current affairs on Sky News, including coverage of three US presidential elections, Russian and Israeli elections, and conflicts in Afghanistan, Libya, Gaza, Ukraine and Iraq. Moderator and interviewer at the World Economic Forum in Davos and at COP environmental conferences; host of Virgin Formula E events in New York and Paris. Conducted CEO interview series internationally for Reuters. Member of BAFTA, mentor with the John Schofield Trust, and contributor to the Westminster foreign-affairs think tank Global Strategy Forum. Biography Live-television credibility is hard to fake on a corporate stage. A host either controls the room, the clock and the interview, or the audience quietly checks out. Wilson spent a decade as a Sky News foreign correspondent in Moscow, Jerusalem and Washington, then close to ten years anchoring current affairs in London, which is where that control comes from. The editorial range is unusually wide for an event moderator. He reported the fall of the Berlin Wall in 1989 and, since then, conflict and breaking news from Afghanistan, Ukraine, Gaza, Chechnya, Lebanon, Iraq and the Asian Tsunami, along with three US presidential cycles and Russian and Israeli elections. His programme Live at 5 won the RTS Best News Programme award in 2016. That grounding now carries into a second career hosting leadership conversations where the subject matter is serious. He moderates at the World Economic Forum in Davos and at COP environmental conferences, has run CEO interview series for Reuters, and hosts Virgin Formula E events in New York and Paris. He is a member of BAFTA, mentors emerging journalists through the John Schofield Trust, and contributes to the Westminster foreign-affairs think tank Global Strategy Forum. For organisations putting a senior figure on stage, the value is specific. Wilson is the journalist in the chair who has already covered the story, already interviewed the type of person sitting across from him, and already worked to a live clock every night for a decade. Key speaking topics Corporate event hosting and conference moderation CEO fireside interviews and on-stage panels Geopolitics and international affairs US politics and elections Climate policy, COP and sustainability Media and communications skills training Ideal for Boards, CEOs and investor-day organisers commissioning a live on-stage interview or panel Sustainability, ESG and policy conferences wanting a moderator fluent in COP and Davos language Global sales kick-offs, leadership summits and AGMs where the chair needs to handle live Q and A with senior external guests Communications and PR leaders running media-skills or crisis-interview training for executives Audience outcomes A meeting where senior speakers are drawn out rather than read from notes, with time kept and the agenda landed. Panel discussions with clearer editorial framing and sharper questions than an internal moderator typically delivers. On-stage CEO interviews that read as credible to journalists, analysts and investors in the room. Sessions on geopolitics and sustainability that are chaired with working knowledge of the vocabulary, not a briefing document read aloud.

Why organisations work with Angela Barnes She is a sitting business editor, not a retired one. The Euronews remit means she walks into a room with the same week’s markets, policy and corporate stories already loaded. The Big Question is a CEO-interview franchise she writes and presents every week. Boards hiring her for a fireside or on-stage interview are hiring a format she runs as a day job. Her reporting reach spans Sky News, CNBC (including East Tech West), ITV, Yahoo Finance and The Telegraph, which gives her fluency across markets, technology and energy without a single-sector tell. She has moderated for the IMF and the Paris Finance Forum, so the step up to finance-ministry-level panels does not require coaching. The technology background from Sky Swipe and CNBC East Tech West means a tech-and-AI panel does not need a separate host. Biography highlights Managing Editor of Business, Euronews, Brussels Anchor and interviewer, The Big Question, Euronews Over a decade at Sky News as producer, reporter and presenter, including the Swipe technology show Contributor credits at CNBC (East Tech West), ITV, IG, Yahoo Finance and The Telegraph Moderator credits include the IMF and the Paris Finance Forum Described by Ireland’s Better Business magazine as “one of Europe’s most prominent news figures” Biography The Big Question goes out weekly on Euronews. Angela Barnes writes it, produces the conversation and puts the questions to a rolling cast of chief executives, ministers and investors. That is the core of her working life, and it is why she is in demand on stage. Barnes runs business, markets and economics for Euronews from Brussels, which puts her inside the policy bloodstream of the European Union and within a short flight of the financial centres her audience trades in. Before Euronews she spent more than a decade at Sky News as a producer, reporter and presenter, including on the Swipe technology programme, and has contributed to CNBC’s East Tech West, ITV, IG, Yahoo Finance and The Telegraph. As a moderator she has worked with the IMF and the Paris Finance Forum, which means the vocabulary of sovereign balance sheets, energy transition finance and central-bank communication is already familiar. Ireland’s Better Business magazine called her “one of Europe’s most prominent news figures.” The practical point for a board hiring a host: the person on stage has done the interview that morning, on camera, with someone senior, and will do another one next week. That keeps the questions current and the pace sharp. Key speaking topics Global markets and the macro picture Energy markets and the energy transition European economic and political risk Technology, AI and the platform economy Central bank policy and financial stability Corporate strategy and CEO accountability Business journalism and media strategy Ideal for Annual conferences and investor days needing a moderator who can interview a CEO and a finance minister in the same programme Financial services, energy and technology clients hosting C-suite and board-level forums Public-sector and multilateral convenings on economic policy, trade and transition finance Audience outcomes A panel or fireside that stays on point because the host has read the file and the morning’s news Senior guests stretched on the questions that matter, without hostility, so the audience learns something new A running thread between sessions that ties markets, policy and technology into one narrative for the day A tighter run of show, because a working editor manages time on air for a living

Why organisations work with Anil Gupta His research on China and India spans thirty years and six books: not a regional specialist’s tour d’horizon, but a body of work that produced frameworks now used by boards and strategy teams at major multinationals The «global mindset» framework distinguishing local depth from global connect gives leadership teams a diagnostic tool for identifying where strategic blind spots sit, not just a description of why diversity matters One of only three professors in the world elected a lifetime fellow of all three premier academic bodies in his field: the Academy of Management, the Strategic Management Society, and the Academy of International Business Organisations that have engaged Gupta have included GE, Walmart, IBM, HSBC, Deutsche Bank, and SAP; his frameworks are tested against the operational complexity of companies with genuinely global footprints, not just emerging market theory He is a member of the Bretton Woods Committee, the body convened by the World Bank and IMF to advise on global economic challenges, giving him line-of-sight into macro-structural debates that rarely reach corporate strategy teams Biography highlights Michael D. Dingman Chair in Strategy and Entrepreneurship, Robert H. Smith School of Business, University of Maryland 2024 inductee, Thinkers50 Hall of Fame; ranked continuously in Thinkers50 since 2013; 2023 C.K. Prahalad Award for Scholarly Impact on Practice, Strategic Management Society One of only three professors worldwide holding lifetime fellowship from all three major academic bodies in the field: Academy of Management, Strategic Management Society, and Academy of International Business Co-founder and chairman, China India Institute, Washington DC; visiting professor of strategy, INSEAD Author or co-author of six books (Wiley), including Getting China and India Right (Axiom Book Awards Silver Prize) and The Silk Road Rediscovered; contributor to Harvard Business Review, Wall Street Journal, Financial Times, and Bloomberg BusinessWeek PhD, Harvard Business School; MBA, Indian Institute of Management Ahmedabad; B.Tech, Indian Institute of Technology Kanpur Member, World Economic Forum Global Expert Network and Bretton Woods Committee; regular participant at WEF Davos Biography Anil Gupta holds the Michael D. Dingman Chair in Strategy and Entrepreneurship at the University of Maryland’s Robert H. Smith School of Business. Here, he has spent three decades building one of the most specific bodies of research in global strategy: the competitive dynamics of China and India, and what their rise means for organisations competing across the global economy. His 2024 induction into the Thinkers50 Hall of Fame recognised that work, explicitly citing his contribution to understanding globalisation trends over thirty years. Most strategy advice on emerging markets treats China and India as a category. Gupta’s argument, developed across six books and more than seventy academic papers, is that they represent four distinct strategic realities simultaneously: mega-markets, cost platforms, innovation bases, and springboards for fearsome new global competitors. Getting China and India Right, the clearest statement of that argument, received the Axiom Book Awards Silver Prize and was shortlisted for the Asia Society’s Bernard Schwartz Book Award. The Silk Road Rediscovered extended that work into the competitive dynamics between the two economies themselves. What separates Gupta’s perspective from macro-commentary is its institutional background. He is one of only three professors in the world elected a lifetime fellow of the Academy of Management, the Strategic Management Society, and the Academy of International Business simultaneously, a peer recognition that reflects the rigour of the underlying research, not its public profile. He was awarded the Strategic Management Society’s C.K. Prahalad Award for Scholarly Impact on Practice in 2023. He is also chairman of the China India Institute, a member of the World Economic Forum’s Global Expert Network, and sits on the Bretton Woods Committee convened by the World Bank and IMF. His work and opinion have appeared in the Harvard Business Review, the Wall Street Journal, the Financial Times, and Bloomberg BusinessWeek. He holds a PhD from Harvard Business School, an MBA from IIM Ahmedabad, and a B.Tech from IIT Kanpur. Key speaking topics Global strategy and international competitive advantage China and India as strategic priorities Emerging markets and diverging economic trajectories Global mindset and cross-border leadership capability Geopolitical shifts and corporate strategy Global megatrends and scenario planning Globalisation, deglobalisation, and supply chain restructuring Ideal for C-suite and board-level leadership teams with significant international exposure or expansion mandates Chief Strategy Officers and corporate strategy functions navigating market entry or competitive repositioning in Asia Investor and sovereign wealth audiences monitoring emerging market trajectories Executive education cohorts at graduate business schools focused on global strategy Audience outcomes A structured framework – the «global mindset» model – for diagnosing where an organisation’s international strategy assumptions are outdated or misaligned Clearer understanding of why China and India require distinct strategic logics, not a single emerging-markets approach Practical perspective on which emerging markets are better positioned for long-term growth and what that means for investment and competitive positioning Sharper criteria for evaluating when global expansion creates competitive advantage versus merely adding complexity An updated reading of the macro-structural forces – demographic, technological, environmental – reshaping international competition over the next decade

Why organisations work with Aric Dromi Nine years as an in-house Futurologist at Volvo Cars gives him an operator’s view of how a global manufacturer actually absorbs autonomous, electric and connected technology, not a consultant’s slide on it. He works across the same problem from three angles, corporate strategy, government policy and civic infrastructure, which is unusual in technology foresight and useful when a brief touches more than one of them. Founder of TEMPUS.MOTU and advisory board member at NTT Innovation Institute and UNLEASH, with a network that spans telecoms, mobility, energy and the UN Sustainable Development Goals agenda. Pushes against deck-driven strategy. His stated rule, that any strategy worth executing should fit on a napkin, lands well with executives tired of frameworks that do not survive contact with the operating business. Comfortable in uncomfortable territory. He frames himself as a “professional troublemaker” and is booked for sessions where leadership wants their assumptions stress-tested, not validated. Biography highlights Nine-year tenure as in-house Futurologist at Volvo Cars, advising on autonomous, electric and connected vehicle strategy. Founder of TEMPUS.MOTU, a strategic advisory and think tank serving corporate and public-sector clients. Advisory board, NTT Innovation Institute, the corporate research arm of NTT Group. Innovation Advisory Board, UNLEASH, the global innovation lab built around the UN Sustainable Development Goals. Earlier roles at Ericsson, Microsoft and Cellcom, where he was Chief Knowledge Officer. Author of The Intellectual Rage and The Prophet, plus further titles published under the pen name D.B. Solomon. Biography Volvo did not hire a futurologist for nine years to predict the next car. It hired one to help the leadership team work out what a car company even is once mobility becomes autonomous, electric and connected. That brief, sustained over almost a decade inside one of Europe’s most identifiable industrial brands, is the foundation of how Aric Dromi thinks. He now runs TEMPUS.MOTU, a strategic advisory and think tank that takes the same posture into other sectors. The work spans corporate strategy, government policy and city-scale infrastructure, with engagements that have included clients such as Mastercard, Siemens, Volkswagen, Telefonica, the World Bank and the IFC, alongside government work in Kazakhstan and Moscow city. His public positions reflect the same range. He sits on the advisory board of NTT Innovation Institute, the research arm of one of the world’s largest telecoms groups, and on the Innovation Advisory Board of UNLEASH, the global lab built around the UN Sustainable Development Goals. The point of those affiliations is not credentialing. It is access to the actual conversations where technology, capital and policy are being negotiated. Dromi is direct about what he is for and what he is against. He calls himself a professional troublemaker, writes books that read more like critiques than playbooks, and tells executive audiences that any strategy worth doing should fit on a napkin. Leaders book him when they want their assumptions broken in a room where it still costs less than breaking them in the market. Key speaking topics AI, automation and the future of work Autonomous and connected mobility Smart cities and urban infrastructure Data, privacy and digital governance Strategic foresight under exponential change Innovation strategy and corporate transformation Geopolitics of technology Ideal for Boards and CEOs of industrial, mobility and energy businesses are confronting AI and automation as a strategy question, not an IT one. CSOs, CIOs and heads of innovation are responsible for translating foresight into operating decisions. Government and city leaders are working on smart-city, mobility and digital infrastructure programmes. Executive offsites and leadership summits where the brief is to break orthodoxies, not confirm them. Audience outcomes A clearer view of how AI, automation and connected systems will reshape the audience’s specific industry, not technology in general. Sharper questions for the next strategy cycle, framed around capability, governance and societal licence to operate. A working sense of where corporate, policy and civic decisions intersect, and where leaders are exposed when they assume they do not. Confidence to retire foresight tools that no longer survive contact with the operating business. A direct, sometimes uncomfortable challenge to assumptions the leadership team has stopped questioning.

Why organisations work with Arturo Bris He is the custodian of the IMD World Competitiveness Yearbook – benchmarking 69 economies on 341 criteria annually – which means he brings a proprietary, data-based view of global competitive dynamics that no consultant or generalist economist can replicate. The Right Place (Routledge, 2021) makes a specific, evidence-based argument that national competitiveness explains more of corporate performance than internal strategy or leadership quality – a direct challenge to how most boards set their investment and expansion priorities. His research on 3,692 CEOs across 22 countries and three decades found that conventional analyses significantly overestimate the impact of individual leaders on firm performance – giving boards a more rigorous basis for leadership decisions and executive remuneration. His 2025 book SuperEurope provides a contrarian, data-backed case for Europe as a model of institutional resilience – directly actionable for multinationals reassessing their operating geography in light of US political fragmentation and US-China rivalry. As director of IMD’s Boards and Risks executive programme, he brings a structured, board-tested approach to systemic risk – spanning geopolitical exposure, social evolution, and technological disruption – rather than single-issue commentary. Biography highlights Douglas Geertz IMEDE 1988 Professor in Geopolitics and Business, and Professor of Finance, IMD Lausanne Director of the IMD World Competitiveness Center since 2014; annual rankings cover 69 economies on 341 criteria, including digital competitiveness, talent, and smart cities Former Robert B & Candice J. Haas Associate Professor of Corporate Finance, Yale School of Management Author of The Right Place (Routledge, 2021), SuperEurope (2025), Flex or Fail (2019), and Blockchange! (2018), among other books Academic research published in the Journal of Finance, Journal of Financial Economics, and Review of Financial Studies; contributor to the Financial Times, Wall Street Journal, and Handelsblatt Ranked in the top 100 most-read finance academics in the world TEDx speaker; featured at the World Government Summit and the World Knowledge Forum, Seoul PhD in Management, INSEAD; holds a named chair in Geopolitics and Business Biography Most companies explain their performance by pointing inward – to their strategy, their people, their execution. Arturo Bris, Douglas Geertz IMEDE 1988 Professor in Geopolitics and Business at IMD and Director of the IMD World Competitiveness Center, has spent two decades building the empirical case that this view is incomplete. The environment a company operates in – regulatory quality, institutional trust, infrastructure – shapes outcomes in ways that internal decisions cannot fully override. The IMD World Competitiveness Center, which he has led since 2014, is the research institution behind this argument. It produces the most authoritative annual benchmarking of national competitiveness in the world – covering 69 economies across 341 criteria – and under his direction has expanded to include rankings on digital readiness, talent, and smart cities. His book The Right Place (Routledge, 2021) draws on 30 years of country-level data to explain why similar firms succeed in one country and fail in another, irrespective of their strategic choices. His most recent book, SuperEurope (2025), extends this argument into live geopolitical territory – making a data-driven case that Europe’s institutional model is more resilient than its detractors claim, and more relevant to corporate location strategy than most boards currently recognise. His published research in the Journal of Finance and Journal of Financial Economics spans financial regulation, short-selling markets, corporate governance, and the macroeconomic effects of the Euro. Before joining IMD, he was Associate Professor at the Yale School of Management, where he received the Best Teacher Award twice. He holds a PhD from INSEAD and advises boards and governments across Asia, the Middle East, Europe, and Latin America through the Center’s network and IMD’s Boards and Risks executive programme. Key speaking topics National competitiveness and its effects on corporate performance Geopolitics, economic fragmentation, and global trade Financial regulation and corporate governance The future of globalisation and protectionism Digital competitiveness and smart city development Scenario planning and strategic foresight for boards Labour markets, income inequality, and social mobility Ideal for Boards and C-suite executives making geographic expansion, market entry, or investment allocation decisions Government ministers, policy teams, and national development bodies managing economic competitiveness CFOs and strategy directors navigating geopolitical risk and regulatory change across multiple operating environments Investment committees and sovereign wealth funds benchmarking market and country conditions Audience outcomes A data-based framework for assessing how national competitiveness affects corporate strategy, location decisions, and investment risk A more calibrated view of how much macro-environment – versus internal leadership and strategy – drives firm performance, with implications for board priorities Practical insight into the current state of global economic fragmentation and how to model its effects on market access and supply chain resilience A structured approach to board-level systemic risk, integrating geopolitical, technological, and regulatory dimensions A clearer picture of where competitive advantage is shifting globally, grounded in the IMD World Competitiveness Yearbook data

Why organisations work with Barbara Serra She holds the room when senior figures are practiced at controlling the conversation. Two decades anchoring live news at Al Jazeera English and Sky News mean she does not defer when a CEO or sitting minister tries to bridge back to talking points. She is credible on the European populism story in a way most broadcast hosts are not. The 2020 documentary “Fascism in the Family” and the 2025 book of the same name are her own work on her own family’s history, which means a panel on the populist current in Europe gets a chair who knows the material from the inside. She works comfortably across Italian, English, Danish and French audiences. For organisations whose flagship events are cross-border or whose European operation matters, this removes the awkward Anglo-defaulting that limits a lot of corporate event hosts. She owns a specific content lane on second-language English in international business. The argument is that what most companies call “global communication” is really English-language communication, with all the cultural narrowing that implies. For multilingual leadership teams operating in an English company language, this lands as a real internal issue with bite. Biography highlights Sky News presenter since 2023, anchoring News at 10 and the Press Preview Anchored Al Jazeera English’s flagship NewsHour from London 2006 to 2022; founding launch-team member First non-native English speaker to anchor a primetime news programme on British terrestrial television (Channel 5 News, 2005) Awarded the Cavaliere dell’Ordine della Stella d’Italia (Knight of the Order of the Star of Italy) by the Italian President in 2019 for international journalism “Fascism in the Family” (Al Jazeera, 2020) won gold in both the Current Affairs and History categories at the New York Festivals TV & Film Awards; companion book “Fascismo in Famiglia” published in Italy in 2025 Hosting and moderation client roster includes KPMG, Baker Hughes, Technogym, the Interactive Advertising Bureau, Poste Italiane and ENEL; presented the Royal Television Society’s TV Journalism Awards in 2017 Biography Al Jazeera English launched in 2006 with a London evening news strand built to challenge the Anglo-American framing of international stories. The anchor it picked for primetime was Italian-born and working in her second language. Barbara Serra held the seat for sixteen years. That tenure followed an earlier first. In 2005 at Channel 5 News, she became the first non-native English speaker to anchor a primetime news bulletin on British terrestrial television. She has since moved to Sky News, anchoring News at 10 and the Press Preview. Outside the studio, the most distinctive piece of work is the 2020 documentary “Fascism in the Family”, which she co-produced, wrote and presented. The film traces the role of her own grandfather, the regime-appointed mayor of Carbonia, against the rise of the contemporary far right in Italy. It won gold in both the Current Affairs and History categories at the New York Festivals TV & Film Awards. A companion book, “Fascismo in Famiglia”, was published in Italy in 2025. The corporate hosting work is the other half of her commercial profile. She has chaired and moderated for KPMG, Baker Hughes, Technogym, the Interactive Advertising Bureau, Poste Italiane and ENEL, alongside presenting the Royal Television Society’s TV Journalism Awards. The discipline transfers directly from live news: holding senior figures on the question, and reading the room fast enough to fix it when something is going wrong on stage. Key speaking topics Conference hosting and live moderation Industry awards ceremonies and set-piece corporate events European political affairs and contemporary populism The legacy of fascism in modern Italian politics Second-language English in international business Cross-cultural communication in multilingual leadership International current affairs and live news analysis Ideal for Heads of corporate affairs and investor relations planning flagship convenings where the chair carries the event Multinational corporates with Italian or wider European leadership, where senior conversations move regularly between English and Italian Industry awards and high-stakes set-piece events where the host needs to handle live ad-libbing and recover quickly when something goes wrong on stage Boards and leadership teams hosting external speakers on European political risk and contemporary populism Audience outcomes A sharper read of contemporary European political affairs, particularly the populist current, from a serving prime-time news anchor A specific account of how Italy’s fascist past keeps shaping its present politics, drawn from her documentary and book An honest analysis of how the dominance of English in international business narrows whose perspectives get heard, and what that means for multilingual leadership teams