Globale Wirtschaft und Märkte

Why organisations work with Karl Pilny Three decades of operating inside Asian deal rooms, not commentary from the outside. He opened Coudert Brothers’ Berlin office in 1995 and has structured M&A and joint ventures between European, Japanese, Chinese, Korean and Indian companies since the late 1980s. A published long-range thesis on Asia. Asia 2030 (Campus Verlag, 2018) sets out his case that four of the five most powerful economies will soon be Asian, with implications boards can act on. Legal and commercial fluency in the same person. PhD from the Max Planck Institute for International Intellectual Property, professorship at bbw Hochschule Berlin, and a working life spent advising entrepreneurs and family offices through asia21 GmbH. Delivery in German, English and Japanese. Few European Asia speakers can hold a Tokyo board conversation in the language of the room. Biography highlights Founder and Managing Director, asia21 GmbH, Zurich (since 2006). Professor of International Technology Transfer Management, bbw Hochschule Berlin (since 2018). Author of Asia 2030 (Campus Verlag, 2018), nominated for the getAbstract International Book Award 2020. Author of the Das asiatische Jahrhundert trilogy and the Investment Guide Asien. Former resident partner at Coudert Brothers, where he opened the Berlin office in 1995; later Managing Partner Germany at Travers Smith. PhD from the Max Planck Institute for Comparative and International Private Law, Japan Department; former lecturer at the universities of Kyoto and Osaka. Biography Asia 2030 (Campus Verlag, 2018) argued that four of the five most powerful economies would soon be Asian, and that European companies were already late to price the shift. The book was nominated for the getAbstract International Book Award in 2020. It set out the case that Karl Pilny had been making for years in board rooms across Germany, Switzerland and Japan. That argument is anchored in unusual depth of practice. After a PhD at the Max Planck Institute for International Intellectual Property and a teaching post in German law at Kyoto and Osaka, he spent a decade as a partner at Coudert Brothers, opening the firm’s Berlin office in 1995. He went on to lead Travers Smith’s German practice before founding asia21 GmbH in Zurich in 2006, advising entrepreneurs, family offices and corporates on investment into and out of Asia. The work spans renewable energy, infrastructure, financial services and consumer goods, and the books span a wider field still: the Das asiatische Jahrhundert trilogy, the Investment Guide Asien, and the political thrillers Japan Inc. and Korea Inc. Since 2018 he has held a professorship in International Technology Transfer Management at bbw Hochschule Berlin, where he teaches on innovation leadership in Asian companies and on digitalisation. For European leadership teams the value is direct. He has structured the deals, written the long-range analysis and worked in the languages. He can take a board through the political risk in a China exposure, the cultural mechanics of a Japanese joint venture and the capital flows reshaping Southeast Asia in a single session. Key speaking topics Asia macroeconomic trajectories to 2030 China, Japan, Korea and India political risk Cross-border M&A and joint ventures in Asia Investment strategy for European corporates and family offices Renewable energy and infrastructure capital flows in Asia Technology transfer and IP between Europe and Asia Cross-cultural negotiation with Asian counterparties Ideal for Boards and executive committees of European corporates with material Asia exposure Chief strategy officers, corporate development and M&A leads working on Asian deals Family offices, foundations and institutional investors allocating into emerging Asia Industry conferences on energy transition, infrastructure and financial services touching Asia Audience outcomes A defensible read on where capital, technology and political weight are moving across Asia to 2030 Specific implications for European market entry, joint ventures and M&A in China, Japan, Korea and India A sharper view of cross-cultural risk in Asian deal structures, drawn from named cases A framework for sequencing Asia exposure across sectors, from renewables to consumer goods

Why organisations work with Karl Schmedders He brings a computational finance lens to ESG, climate risk, and carbon pricing, so net zero plans get tested as financial decisions, not as messaging. His public position on the “just transition” gives executive teams a defensible way to talk about the social and governance side of ESG, without retreating into either greenwashing or culture war. He directs IMD’s Strategic Finance program and has taught finance to senior executives at Kellogg and IMD for over two decades, which means complex valuation and risk arguments arrive in language a non-finance board can act on. His research record in journals such as Econometrica, the Journal of Finance, and the Review of Financial Studies makes him a credible counterweight when consultants and asset managers are pitching the same story to the room. Board roles at LPX Group and SYLVA AG, plus advisory work with firms including ABB, Airbus, Maybank, and Julius Baer, mean the examples land in operating reality. Biography highlights Professor of Finance at IMD; Director of the Strategic Finance program. PhD in Operations Research, Stanford University; Walter J. Gores Award for teaching at Stanford. Former Associate Professor at Kellogg School of Management, Northwestern University; L.G. Lavengood Professor of the Year, 2002. Former Professor of Quantitative Business Administration at the University of Zurich. Published in Econometrica, Journal of Finance, Review of Financial Studies, Review of Economic Studies, Journal of Financial Economics, Management Science. Co-editor, Handbook of Computational Economics (Elsevier). Board member, LPX Group and SYLVA AG; Advisory Council member, Reward Value. Regular columnist on ESG and climate finance in I by IMD. Biography ESG has spent a decade as a marketing layer over corporate strategy. Karl Schmedders treats it as a finance problem. He starts from the externality, works through the price signal, and asks whether the company’s capital allocation reflects the climate position it has publicly committed to. That move, from narrative to numbers, is what most boards still find uncomfortable. His authority for that move comes from a long career in computational finance. After a PhD in Operations Research at Stanford, he taught at Kellogg School of Management for over a decade, where he was named L.G. Lavengood Professor of the Year. He was Professor of Quantitative Business Administration at the University of Zurich before joining IMD in 2019, where he now directs the Strategic Finance program and teaches across the Executive MBA portfolio. His research has appeared in Econometrica, the Journal of Finance, and the Review of Financial Studies. The applied work follows the same logic. As a board member of LPX Group and SYLVA AG, and an advisor to firms including ABB, Airbus, Maybank, and Julius Baer, he tests claims about climate strategy, executive pay, and financial risk against the underlying economics. His writing in I by IMD argues that carbon taxes are still too low to price the “mother of all externalities,” that climate financial risk is being understated on corporate balance sheets, and that companies are quietly admitting their net zero promises were unrealistic. He is also one of the few finance economists making a public, technical case for the “just transition.” His argument is that ignoring the social and governance side of ESG, the cost borne by lower income households and developing economies, is the fastest way for the political consensus on climate to collapse. For a board that is being told ESG is either everything or a fraud, that is a more useful framing than either. Key speaking topics Climate financial risk Carbon pricing and the economics of net zero ESG strategy and capital allocation Just transition and the social side of climate policy Strategic finance for non-finance executives Executive compensation and sustainability incentives Computational finance and quantitative decision making Sustainable investing and stranded assets Ideal for Boards and CFO offices stress testing climate commitments against capital allocation Investment committees, asset owners, and asset managers reviewing ESG and sustainable investing strategies CSOs and Heads of Sustainability who need a finance-grounded counterpart to the consulting view Executive education audiences in Strategic Finance, EMBA, and senior leadership programs Audience outcomes A clearer view of where their organisation’s net zero plan does and does not survive financial scrutiny. Concrete vocabulary for separating ESG substance from ESG narrative when investors and regulators ask. A working sense of how carbon pricing, stranded assets, and climate risk feed into corporate valuation. An economist’s case for the “just transition” that holds up in front of a sceptical board. Sharper questions to take into the next investment committee or strategy meeting.

Why organisations work with Karl-Theodor zu Guttenberg He has held two of the most consequential portfolios in a G7 cabinet, Economics and Technology then Defence, and can speak to how policy is actually made inside those rooms rather than how it is reported. He led the largest structural reform of the Bundeswehr since 1955, including the suspension of conscription, which gives him a working view of how political decisions translate into institutional change at scale. His advisory firm Spitzberg Partners places him in continuous dialogue with European and US corporates, investors and policymakers, so the read he brings to a board is current rather than historical. His CSIS affiliation in Washington and his German political base give him a genuinely transatlantic vantage point, which matters for companies whose risk now sits across both jurisdictions. He addresses his 2011 resignation and the plagiarism scandal openly when relevant, which removes a question buyers would otherwise have and lets the commercial conversation proceed without ambiguity. Biography highlights Federal Minister of Defence of Germany, 2009 to 2011, under Chancellor Angela Merkel. Federal Minister for Economic Affairs and Technology, 2009. Member of the Bundestag for Kulmbach, 2002 to 2011, re-elected in 2009 with 68.1 percent, the highest national share that cycle. Chairman and Founder of Spitzberg Partners LLC, a New York advisory and investment firm. Distinguished Statesman at the Center for Strategic and International Studies (CSIS) in Washington. Author of “Vorerst gescheitert” (2011), “3 Sekunden” (2023), “3 Worte” (2025), and co-host of the “Gysi gegen Guttenberg” podcast with Gregor Gysi since 2023. Biography Two cabinet posts in one year is unusual in any G7 government. Guttenberg took Economic Affairs and Technology in February 2009 and Defence in October 2009, becoming the youngest German Defence Minister of the post-war era at 37. The Defence role placed him at the centre of Germany’s most contested security questions, from the Afghanistan deployment to the long-delayed restructuring of the Bundeswehr. The reform he led suspended conscription and moved Germany toward a smaller professional force of around 165,000 active personnel, the most significant structural change to the armed forces since their founding in 1955. He also broke a long-standing political convention by describing the Afghanistan operation as a war rather than a stabilisation mission, and established the Combat Action Medal of the Bundeswehr in November 2010. He resigned all political offices on 1 March 2011 after the University of Bayreuth revoked his 2007 doctorate over extensive plagiarism in his dissertation on European constitutional law. He addressed the episode in book-length form with Die Zeit editor-in-chief Giovanni di Lorenzo later that year. In 2019 he completed a PhD at the University of Southampton on correspondent banking, supervised by the economist Richard Werner. The second career is built on transatlantic policy and capital. Spitzberg Partners, which he founded in 2013, advises corporates and investors on European and international political, economic, technology and security issues. He has been a Distinguished Statesman at CSIS in Washington since 2011, and holds advisory positions including Barrick Gold and Ripple Labs. In Germany his public voice now travels through Focus columns, n-tv documentaries, and the weekly Gysi gegen Guttenberg podcast with the veteran left-wing politician Gregor Gysi, launched in 2023. Key speaking topics Transatlantic relations and the US-Europe policy agenda Geopolitical risk for boards and investors Defence, security and the future of NATO Technology policy, cybersecurity and digital sovereignty European economic and political outlook Political risk in financial services and fintech Ideal for Boards and investment committees pricing geopolitical and policy risk into capital allocation CEOs and corporate strategy leads with material exposure across the US, Germany and the wider EU Defence, security and aerospace industry leadership groups Financial services and fintech executives navigating regulation, sanctions and digital asset policy Audience outcomes A clearer read on how Washington, Berlin and Brussels are likely to move on the security, trade and technology files that affect their business A working framework for assessing political risk alongside commercial risk, drawn from inside ministerial decision-making A sharper view of the transatlantic relationship and where it is likely to fracture or hold A direct, on-the-record response to the questions boards usually ask privately about his 2011 resignation, when relevant to the brief

Why organisations work with Katie Pilbeam She has anchored live financial television, including a weekly business programme she produced herself, which means she can carry a market-facing conversation without an earpiece feeding her the next question. She has interviewed Christine Lagarde, Steve Wozniak, Boris Johnson and Sadiq Khan on camera. The standard for senior-stage moderation is set by that calibre of guest. Twelve editions of the Geneva Forex Events and recurring London Stock Exchange conferences mean buyers are hiring a known quantity in the trading and capital-markets circuit, not a generalist host. NCTJ-trained, with rolling news experience on the Israel-Hamas conflict, the Ukraine-Russia war and the 2023 NATO summit, so a geopolitical brief does not need to be simplified to fit her. Biography highlights Main news anchor in Moscow for four years, producing and presenting her own weekly business programme, Venture Capital. News and business presenter credits at Reuters TV, TRT World, TalkTV, IG Markets, London Live News and Proactive Investors. Earlier business-presenting roles at Dukascopy TV in Geneva and IG Trading Group in London. Feature reporting from the World Economic Forum in Davos, the St Petersburg Economic Forum, the Shanghai Financial Forum and the Sochi Winter Olympics. Anchored rolling coverage of the Israel-Hamas conflict, the Ukraine-Russia war, the Wagner rebellion and the 2023 NATO summit in Vilnius. NCTJ-qualified journalist, English Literature graduate of the University of Southampton. Biography A finance summit at the London Stock Exchange or a forex conference in Geneva does not need a celebrity host. It needs someone who can read a Bloomberg ticker on camera, follow a central banker into the detail, and run a panel of traders without losing the audience in the back row. That has been Katie Pilbeam’s working brief for more than a decade. She trained as an NCTJ-qualified print journalist before moving into financial television, first at Dukascopy TV in Geneva and IG Trading Group in London. Four years as a main anchor in Moscow followed, where she produced and presented her own weekly business programme, Venture Capital, alongside long shifts on rolling news. The on-air catalogue since has been heavily geopolitical and market-facing: Reuters TV, TRT World, TalkTV, IG Markets, Proactive Investors, and feature shows from Davos, the St Petersburg Economic Forum and the Shanghai Financial Forum. She has anchored rolling coverage of the Israel-Hamas conflict, the Ukraine-Russia war, the Wagner group rebellion and the 2023 NATO summit in Vilnius. The interview list is the cleanest proof point: Christine Lagarde, Steve Wozniak, Boris Johnson, Sadiq Khan, Donald Trump. Conference buyers are hiring the same instinct that produces those exchanges live, applied to their CEO, their regulator, or their keynote guest. Key speaking topics Conference moderation and panel hosting Financial markets and trading Global business news Geopolitics and international affairs Awards and gala hosting Live event anchoring Ideal for Banks, asset managers and exchanges running flagship client conferences Financial services firms hosting trading, forex or capital-markets events Corporate communications teams running CEO interviews, AGMs or investor days Conference organisers in geopolitics, foreign policy and international business Audience outcomes A senior panel that stays on its strongest material instead of drifting into platitudes Live interviews with principals that produce usable broadcast and social clips A host who can absorb a last-minute change of running order, guest or news event without breaking the room A market-fluent moderator who can press a CFO or central banker on substance, not just on tone

Why organisations work with Katie Prescott She covers the AI infrastructure, capital and policy story as her day job for The Times, which means clients get a current read rather than a recycled keynote deck. Her book on Mike Lynch and the Autonomy sale to Hewlett-Packard is a working case study in how technology valuations, governance and cross-border legal exposure actually collide; few speakers can talk through that material with original reporting behind it. A decade at the BBC, including business news on Radio 4’s Today programme, gives her a rare ability to host and interview senior executives on stage without scripted stiffness. Tech Commentator of the Year at the 2024 UK Tech Awards confirms what bookers already use her for: trusted, named commentary at the level a board will quote back internally. She co-hosts The Times Tech Podcast with Danny Fortson, which keeps her sourced inside both London and Silicon Valley rather than reliant on second-hand briefings. Biography highlights Technology Business Editor, The Times, and weekly business columnist. Co-host, The Times Tech Podcast, with Danny Fortson, Sunday Times West Coast Correspondent. Author, The Curious Case of Mike Lynch (Macmillan Business, 2025); named a Times and Sunday Times Best Book of 2025. Tech Commentator of the Year, UK Tech Awards, 2024. Approximately a decade at the BBC, including presenting business news on Radio 4’s Today programme and reporting from the BBC New York Bureau. Degree in Modern Languages, University of Oxford. Biography The 2011 sale of Autonomy to Hewlett-Packard for more than 11 billion pounds turned into a thirteen-year legal fight, two transatlantic trials and, in August 2024, the sinking of the Bayesian yacht off Sicily. The Curious Case of Mike Lynch, published by Macmillan Business in 2025, is the most detailed account of that story to date, and Katie Prescott reported and wrote it while running The Times’ technology business desk. That dual role is the point. Prescott covers AI capital flows, hyperscaler infrastructure, government and Big Tech relations, and UK technology policy as her standing brief, with a weekly column and The Times Tech Podcast co-hosted with the paper’s West Coast correspondent Danny Fortson. The reporting is current. It is also sourced; she is on the phone to founders, investors and regulators in the week she walks on stage. Before The Times, she spent roughly a decade at the BBC, presenting business on Radio 4’s Today programme and reporting from the corporation’s New York Bureau. That background shows on stage. She moderates senior panels, interviews chief executives in front of their own customers, and chairs board-level discussions with the timing of a working broadcaster rather than a guest speaker. The 2024 UK Tech Awards named her Tech Commentator of the Year, and her Mike Lynch book was selected as a Times and Sunday Times Best Book of 2025. The combined record is what serious organisations are buying: a working journalist with the access to call the technology story accurately, and the platform to be quoted doing it. Key speaking topics Artificial intelligence, capital and infrastructure The technology business in 2026 Founders, fraud and governance lessons from the Autonomy case Government, regulators and Big Tech The UK and European technology sector Hosting, moderation and on-stage interviews Ideal for Boards and executive teams setting AI investment and vendor strategy CTOs, CIOs and chief digital officers needing an outside read on the sector Investor days, partner summits and customer conferences requiring a credible interviewer Communications and policy leadership preparing for greater regulatory and media scrutiny Audience outcomes A clearer view of where AI capital is actually flowing and which infrastructure dependencies matter A working sense of how technology valuations, governance and litigation interact, drawn from the Autonomy and Hewlett-Packard case Named, current examples from The Times’ technology coverage rather than recycled trend material For hosted formats, executive interviews that get past prepared answers without becoming hostile

Why organisations work with Kevin O’Leary He has run the full founder cycle once, from boot-strapped start-up through hostile acquisitions to a multi-billion-dollar exit, and he speaks about growth from inside that experience rather than around it. His Shark Tank track record gives him one of the largest public corpora of investor-versus-founder negotiations on record, which translates directly into how he teaches deal discipline. O’Leary Ventures has invested across more than 30 private companies, so the commentary on emerging sectors is grounded in current capital allocation, not retrospective storytelling. The Cold Hard Truth book series with Penguin Random House Canada has built a financial literacy framework that travels well from boardroom audiences to all-employee events. His CNBC, Fox Business, and CNN presence means audiences arrive already familiar with the voice, which compresses the time it takes to land a serious argument. Biography highlights Founder of SoftKey Software Products, which acquired The Learning Company in 1995 and was sold to Mattel in 1999 for $4.2 billion. Investor on ABC’s Shark Tank since the 2009 launch, where he is known on screen as “Mr. Wonderful”. Chairman of O’Leary Ventures, the venture platform he founded in 2000, and of Beanstox, the automated investing service. Host of CNBC’s Money Court, the primetime business series adjudicating financial disputes. Author of the Cold Hard Truth series published by Penguin Random House Canada. MBA from the Ivey Business School at the University of Western Ontario; honours bachelor’s degree from the University of Waterloo. Biography The Learning Company was bankrupt-adjacent in the early 1990s when SoftKey, Kevin O’Leary’s small Toronto software business, bought it through a hostile bid and adopted its name. Four years later, Mattel paid $4.2 billion for the combined company. That transaction sits at the centre of his commercial credibility, both the win and the post-deal collapse that followed at Mattel, and it shapes how he talks about capital. Since 2009 he has sat on ABC’s Shark Tank as a working investor evaluating live pitches. The show has accumulated multiple Primetime Emmy wins for Outstanding Structured Reality Program. For audiences, the relevance is not the entertainment, it is the public archive: hundreds of negotiations on the record, with the founder’s pitch, the investor’s questions, and the post-deal outcome all visible. Few business voices carry that volume of documented decision-making. Off camera he runs O’Leary Ventures, the platform he founded in 2000, and chairs Beanstox. He hosts CNBC’s Money Court and contributes regularly to CNBC, Fox Business, and CNN on markets and policy. The Cold Hard Truth book series with Penguin Random House Canada extends the same operating philosophy into personal finance, family business, and money behaviour. What organisations buy with him is the cold-eyed view of their own pitch. He treats a business the way a professional allocator does, judging it by cash, defensibility, and the quality of the operator, and he applies that lens with the bluntness that built the on-screen persona and the off-screen track record. Key speaking topics Entrepreneurship and founder discipline Investment decision-making and capital allocation Venture investing and start-up evaluation Personal finance and financial literacy Economic and market commentary Business media and brand building Ideal for CEOs and founders preparing for fundraising, M&A, or a strategic capital event Boards and senior investment teams looking at portfolio discipline and venture exposure Sales conferences and channel events where the audience is operating against revenue and unit-economics targets Banking, wealth management, and financial services audiences working with entrepreneur clients Audience outcomes A working sense of how a professional investor reads a pitch in the first three minutes. Sharper questions about cash conversion, defensibility, and operator quality inside their own portfolio or business unit. A direct, sometimes contrarian view of where capital is moving across sectors. Practical financial literacy points that hold up across a mixed audience of executives and front-line staff.

Why organisations work with Kjell A. Nordstrom The «Karaoke Capitalism» framework names a specific competitive failure – the institutional imitation produced by benchmarking and best practice – that most strategy teams recognise but lack precise language to challenge or dismantle. His «multi-urban corporation» thesis, developed in Urban Express, gives multinationals a practical alternative to national market segmentation: a model for deciding where to compete based on urban density, talent pools, and city-level economic power rather than country borders. His argument that urbanisation and the feminisation of skilled workforces are structural economic forces – not social policy questions – translates demographic change into a direct input for strategic planning and talent decisions. Three decades of advisory work with large multinationals and the UK government, grounded in academic research into the internationalisation of firms, means his structural arguments have been pressure-tested against real strategic decisions at board level. Funky Business, translated into 33 languages and ranked among the greatest business books ever published, demonstrates that his frameworks have been tested and adopted in every major market – giving leadership teams confidence the thinking travels beyond any single regional or cultural context. Biography highlights PhD in International Business, Stockholm School of Economics (1991); former Assistant Professor at the Institute of International Business (IIB), same institution Co-author of Funky Business: Talent Makes Capital Dance, translated into 33 languages and ranked 16th greatest business book of all time; co-author of Karaoke Capitalism and Funky Business Forever with Jonas Ridderstrale Co-author of Urban Express and Momentum with Per Schlingmann; sole author of The Monkey and the Money: A History of Capitalism (Bokförlaget Stolpe, 2023) Ranked #9 in the Thinkers50 global ranking of management thinkers (2005); featured in multiple subsequent editions of the ranking Advisory and consulting work with large multinational corporations and the UK government Media appearances across CNN, CNBC, Fortune, Fast Company, Time Magazine, and the Financial Times; keynote presentations delivered in over 100 countries Biography The rules of competitive strategy seemed settled for most of the twentieth century. Identify a national market. Deploy capital and scale. Benchmark against rivals. Kjell A. Nordstrom, a Swedish economist with a PhD from the Stockholm School of Economics, has spent three decades building the case that those rules are losing their purchase – and that the structural forces displacing them are more powerful than most boards have yet absorbed. His 2000 book Funky Business, co-authored with Jonas Ridderstrale, argued that talent, not capital, had become the decisive competitive input. The book became an international bestseller in 33 languages and was ranked among the 16 greatest business books ever published. The follow-up, Karaoke Capitalism (2003), named a specific organisational failure: benchmarking and best practice had trained entire industries to imitate rather than differentiate, producing what the authors called a karaoke economy of second-rate cover versions. Both books remain in active circulation in serious management conversations. His subsequent work extended the analytical frame outward. Urban Express (2014), co-authored with Per Schlingmann, argued that multinationals are becoming multi-urban corporations. Cities, not nations, are the primary economic units of the coming decades, and an educated, urban, female workforce is the dominant skilled labour pool of the near future. Momentum (2023) examined how pandemic, geopolitical rupture, and climate pressure are accelerating this structural shift and what it demands from the next generation of leaders. Ranked #9 in the Thinkers50 global ranking of management thinkers (2005), and a regular presence in Fortune, the Financial Times, and on CNN, Nordstrom has advised large multinationals and the UK government on strategy and globalisation. His value in a boardroom conversation is specific: not scenario planning or trend forecasting, but structural argument about which forces are deterministic, and which are merely plausible. Key speaking topics Globalisation and competitive strategy Urbanisation and the rise of the multi-urban corporation The karaoke economy: imitation as competitive liability Talent as the primary driver of competitive advantage Demographic change as structural economic force The long-run trajectory of capitalism Crisis, geopolitical rupture, and strategic response Ideal for Executive and board-level strategy sessions at multinational organisations Government and public policy leaders navigating structural economic transformation Strategy, corporate development, and planning functions reviewing long-term competitive positioning International leadership forums and global business summits Audience outcomes A structural framework for identifying which macro forces are actually reshaping competition in their sector Language for naming and challenging institutional imitation within their own organisation A working understanding of the multi-urban corporation thesis and its implications for market entry and talent strategy Clearer thinking on how urbanisation and demographic change translate into actionable strategic planning inputs A longer-range perspective on the current moment in capitalism’s evolution and what it demands from senior leadership

Why organisations work with Kwasi Kwarteng A first-person account of running HM Treasury during the September 2022 sterling and gilts crisis, with the candour of someone who has since written and spoken openly about what the markets did and why. Three years inside UK energy policy as Secretary of State at BEIS, including offshore wind auction reform and the Sizewell C nuclear decision, useful for any board pricing the gap between net zero ambition and capital reality. A Cambridge PhD in economic history with four published books on empire, debt and Thatcherism, giving long-cycle context to the inflation, sovereign debt and currency questions now back on board agendas. A vantage point shared by very few speakers in the market: cabinet-level decision making and post-government reflection on what political and market forces actually constrain a Chancellor. Biography highlights Chancellor of the Exchequer, September to October 2022. Secretary of State for Business, Energy and Industrial Strategy, 2021 to 2022. Member of Parliament for Spelthorne, 2010 to 2024; first Black Conservative MP and first Black Conservative to attend Cabinet. PhD in economic history, Trinity College, Cambridge; Kennedy Scholar at Harvard; Newcastle Scholar at Eton. Author of Ghosts of Empire (Bloomsbury, 2011), War and Gold (2014), Thatcher’s Trial (2015); co-author of Britannia Unchained (2012). Biography The September 2022 mini-budget is one of the cleanest case studies of political risk hitting a balance sheet that any boardroom will see this decade. Sterling fell to a record low against the dollar within days. Gilt yields spiked, the Bank of England intervened in the long-dated market, and a sitting government reversed almost every line of its own fiscal statement inside a month. Kwasi Kwarteng was the Chancellor who delivered it. He has since written and spoken openly about the episode, the orthodoxy he was challenging, and the market mechanics that overran the politics. That post-government candour, paired with the seat he occupied, is rare. Most former finance ministers either defend the record or disappear. He does neither. The credentials behind the role matter for serious audiences. Trinity College, Cambridge, a PhD in economic history on the 1690s recoinage crisis, a Kennedy Scholarship at Harvard, and four published books on empire, debt and Thatcher’s economic statecraft. Ghosts of Empire (Bloomsbury, 2011) reads imperial collapse as a story of individual improvisation rather than coherent design. War and Gold traces five hundred years of money, debt and speculation. The historian’s frame is what gives his account of 2022 weight beyond political memoir. His earlier ministerial brief at BEIS sits directly inside the energy transition conversation that now dominates capital allocation discussions. Annual offshore wind auction rounds, the UK’s first Innovation Strategy, and the Sizewell C nuclear funding decision were taken on his watch. For a board working through the gap between stated net zero policy and the cost of capital required to deliver it, that operational experience is unusually concrete. Key speaking topics UK and global macroeconomic policy Sovereign debt, currency and central bank credibility Energy transition and net zero policy UK politics and Whitehall decision-making Geopolitics, trade and post-Brexit positioning Empire, money and the long history of capital Ideal for Board and CFO audiences pricing political and fiscal risk into capital decisions. Energy, utilities and infrastructure leaders working through the policy-to-capital gap on net zero. Asset managers, banks and corporate treasury functions reading sovereign and currency risk. Senior public affairs and government relations teams operating across UK and EU policy. Audience outcomes A first-person read of how the September 2022 fiscal statement moved through markets and what it says about sovereign credibility today. A historian’s longer view of debt, currency and empire applied to current macro questions. Specific UK policy detail on offshore wind, nuclear and industrial strategy from inside the relevant department. A clearer mental model of how political decisions translate into balance sheet outcomes, and how quickly.

Why organisations work with Lars P Feld He helped design the constitutional framework leaders are now operating under. As an expert to Federalism Commission II in 2007, he contributed directly to the architecture of Germany’s debt brake, and his subsequent empirical work is the standard reference on its effects. He sat at the centre of German economic policymaking for a decade. Ten years on the German Council of Economic Experts, ending as chairman, and then three years as personal advisor to Federal Finance Minister Christian Lindner, give him a working knowledge of how German fiscal decisions actually get made. He brings ordoliberal economics to questions where most macro commentary is purely Keynesian or markets-driven. His co-authored work on ordoliberalism and the eurozone crisis is the reference text for understanding why Berlin negotiates the way it does. His authority is institutional, not media-built. Gustav-Stolper-Prize, Leopoldina membership, Kronberger Kreis, an honorary doctorate from Lucerne and the Friedrich-List-Medal place him in a small group of economists whose published positions move German policy debate. Biography highlights Chair for Economic Policy and Constitutional Economics, Albert-Ludwigs-University of Freiburg, since 2010. President of the Walter Eucken Institute, Freiburg. Member of the German Council of Economic Experts, 2011 to 2021, and chairman in 2020 to 2021. Personal economic policy advisor to Federal Finance Minister Christian Lindner, February 2022 to November 2024. Scientific Advisory Board, Federal Ministry of Finance, since 2003; Minimum Wage Commission member since 2020. Gustav-Stolper-Prize (2021); honorary doctorate, University of Lucerne (2017); Friedrich-List-Medal (2023); member of Leopoldina, Kronberger Kreis and Mont Pelerin Society. Biography Germany rewrote its constitution in 2009 to limit federal borrowing. Feld was one of the academic experts who fed that reform, sitting on Federalism Commission II and arguing the case for a binding fiscal rule. His later empirical work, including a synthetic-control evaluation co-authored with researchers at the Walter Eucken Institute, is now the reference analysis of what the debt brake actually did to German public finances in the decade that followed. That mix of constitutional design and quantitative evaluation runs through his career. From the Chair for Economic Policy and Constitutional Economics in Freiburg, and as President of the Walter Eucken Institute, he works inside the ordoliberal tradition that has shaped how Berlin negotiates inside the eurozone. His co-authored paper on ordoliberalism, pragmatism and the eurozone crisis is one of the more cited explanations of why German positions on Greek debt, Italian deficits and ECB intervention took the shape they did. He has spent a decade in the centre of German policymaking. Ten years on the German Council of Economic Experts, ending as chairman in 2020 to 2021, gave him a direct hand in the Council’s annual reports to the federal government. From February 2022 to November 2024, he served as personal economic policy advisor to Finance Minister Christian Lindner, a role that sits at the intersection of the ministry, the coalition and the Bundesbank. The institutional recognition has followed. The Gustav-Stolper-Prize in 2021, regarded inside the Verein fuer Socialpolitik as the most prestigious German economics award, sits alongside Leopoldina membership, the Kronberger Kreis, the Friedrich-List-Medal and an honorary doctorate from the University of Lucerne. For a boardroom audience trying to understand where German and European fiscal policy is going, he is one of the small number of economists whose published positions still move the debate. Key speaking topics The German debt brake and European fiscal rules Sovereign debt sustainability in the eurozone Ordoliberalism and German economic policy Macroeconomic outlook for Germany and the EU Public finance and federalism Minimum wage policy and labour market regulation The political economy of EU reform Ideal for CFOs, group treasurers and chief economists making capital allocation decisions exposed to eurozone sovereign risk. Bank and asset manager boards with material German or EU government bond exposure. CEOs and strategy leads of industrial groups whose investment cases turn on German fiscal trajectory and energy and infrastructure spending. Policy and government relations leads tracking the German coalition, the EU Stability and Growth Pact, and ECB policy. Audience outcomes A clear read on where the German debt brake debate is heading and what changes are politically feasible. A working model of how Berlin will negotiate inside the EU on fiscal rules, common debt and ECB policy. A sharper view of which sovereign and quasi-sovereign exposures are most sensitive to the next phase of European fiscal reform. An informed account of the ordoliberal tradition behind German policy positions, useful for anyone modelling counterparty or political risk in the eurozone.

Why organisations work with Leszek Balcerowicz He authored a national reform programme, the Balcerowicz Plan, that economists still teach as the canonical case of rapid stabilisation and price liberalisation under hyperinflation. He has held the rare combination of finance minister and central bank governor in the same country, giving him direct command of how fiscal credibility and monetary policy reinforce or undermine each other. He brings a working analytical frame for understanding emerging market risk and reform reversal, drawn from running a transition economy and from his academic work on comparative systems. The Civic Development Forum, which he founded in 2007, gives him an active institutional platform for current commentary on European fiscal policy, the euro area, and the economics of populism. Biography highlights Deputy Prime Minister and Minister of Finance of Poland, 1989-1991 and 1997-2000. President of the National Bank of Poland, 2001-2007; ex officio member of the European Central Bank General Council during that period. Professor at the Warsaw School of Economics, heading the Department of International Comparative Studies. Founder and Chairman of the Civic Development Forum (FOR); Chairman of the supervisory board of Bruegel, the Brussels-based economic policy think tank. 2014 Milton Friedman Prize for Advancing Liberty (Cato Institute); Euromoney Finance Minister of the Year 1998; Order of the White Eagle, 2005. Author of Socialism, Capitalism, Transformation (Central European University Press, 1995) and more than one hundred publications on transition economics and reform. Biography Poland in 1989 was running an annual inflation rate above 600 percent, a state-owned economy starved of price signals, and a currency no one trusted. The reform programme that ended hyperinflation within three years and converted the zloty into a usable currency carries one name. It was designed by the country’s then Deputy Prime Minister and Minister of Finance, Leszek Balcerowicz. That programme, now widely known as the Balcerowicz Plan, became a reference case for stabilisation under extreme conditions. It is taught at policy schools and quoted in central bank papers because it shows what fiscal restraint, price liberalisation, and currency convertibility can do when sequenced together rather than negotiated piecemeal. The trade-offs were severe and remain politically contested in Poland. The macroeconomic outcome is not. Balcerowicz returned as Deputy Prime Minister between 1997 and 2000, then served as President of the National Bank of Poland from 2001 to 2007, sitting on the General Council of the European Central Bank. Few practitioners hold the finance ministry and the central bank in succession. That sequence shapes how he thinks about credibility: as a discipline that runs across institutions, not within them. His current platform is academic and institutional. He chairs the Civic Development Forum in Warsaw, sits on the supervisory board of Bruegel in Brussels, and remains Professor at the Warsaw School of Economics. He has been awarded the Milton Friedman Prize, the Friedrich August von Hayek Prize, and roughly twenty honorary doctorates. The work he is doing now centres on the political economy of populism, the fiscal architecture of the euro area, and the conditions under which reform survives political turnover. Key speaking topics Economic transition and reform design Monetary policy and central bank credibility Fiscal policy and stabilisation under inflation Political economy of populism European Union and euro area economics Comparative economic systems Emerging markets and country risk Ideal for Boards and investment committees with material exposure to emerging-market or peripheral European economies Central banks, finance ministries, and multilateral institutions Asset managers and CIOs assessing sovereign and currency risk Senior policy and public affairs leaders in financial services and energy Audience outcomes A working frame for reading macroeconomic stabilisation programmes, drawn from someone who has run one A clearer view of how fiscal and monetary credibility actually compound, beyond the textbook account A sharper read on populist economic policy and where it tends to break An informed perspective on euro area architecture and the limits of monetary union without fiscal coordination

Why organisations work with Lewis Goodall He covers UK politics daily from inside the story, not from the academic perimeter, which means his read on Westminster, Whitehall, and the parties is current rather than retrospective. His investigative work on the 2020 A-level algorithm helped force a national policy reversal and earned an Orwell Prize nomination, which is a specific, verifiable proof of judgment under pressure. He co-hosts The News Agents, the British Podcast Awards 2023 Best Daily Podcast, giving him a working command of how political narrative is set, contested, and consumed. He has reported across Brexit, four general elections, and successive prime ministers, and can translate that pattern recognition into clear implications for regulated and public-facing sectors. His book Left for Dead? on the modern Labour Party is a serious piece of political analysis, not a media memoir, which gives boards confidence that the on-air voice is backed by genuine intellectual work. Biography highlights Analysis and Investigations Editor at Global, the parent company of LBC and Classic FM. Co-host of The News Agents with Emily Maitlis and Jon Sopel, winner of Best Daily Podcast at the British Podcast Awards 2023. Presenter of Sunday with Lewis Goodall, LBC’s flagship Sunday political programme. Former Policy Editor of BBC Newsnight and former political correspondent at Sky News. Author of Left for Dead?: The Strange Death and Rebirth of the Labour Party (William Collins, 2018). Orwell Prize nominee in 2021 for investigative reporting on the A-level grading scandal. Biography The 2020 A-level grading scandal began as a technical story about an algorithm. It became, in part because of sustained reporting by Lewis Goodall at BBC Newsnight, a national policy reversal and a case study in how data systems fail in public administration. That work was nominated for an Orwell Prize in 2021 and remains the clearest illustration of what he does on a working day. His route to that story is unusual for British political journalism. He read History and Politics at St John’s College, Oxford, worked as a policy researcher at the Institute for Public Policy Research, and moved into broadcasting via Sky News and then Newsnight. The policy training is visible in how he frames questions, which is closer to a regulatory analyst than a Westminster reporter. In 2022 he left the BBC to help launch The News Agents, the daily news podcast he co-hosts with Emily Maitlis and Jon Sopel. It won Best Daily Podcast at the 2023 British Podcast Awards. He also presents Sunday with Lewis Goodall, LBC’s flagship Sunday politics programme, and serves as Analysis and Investigations Editor at Global. His book Left for Dead?: The Strange Death and Rebirth of the Labour Party (William Collins, 2018) traces the collapse of New Labour and the rise and fall of the Corbyn project. For boards exposed to UK political risk, the value of his perspective is concrete: he reads the parties, the policy machine, and the press as a single connected system, and he reports on it every day. Key speaking topics UK political risk and regulatory direction The state of the Labour and Conservative parties Elections, polling, and electoral realignment Brexit’s continuing economic and policy aftermath Public policy formation in Whitehall Investigative journalism and algorithmic accountability The UK media landscape and political narrative Ideal for Boards and executive teams in regulated sectors needing a current read on UK political risk. Public affairs, policy, and corporate affairs leaders briefing C-suites on electoral and regulatory direction. Financial services, energy, and infrastructure firms with material exposure to UK government policy. Annual conferences in politics, economics, and current affairs that need a serious working journalist on stage. Audience outcomes A working read on the current state of UK politics from someone inside the daily news cycle. A clearer view of how regulation and policy are forming inside Whitehall, not just announced. Pattern recognition on elections, party direction, and the signals worth tracking. A more critical read of the media stories shaping public and political opinion. Better questions to take back to internal political risk and public affairs functions.

Why organisations work with Linda Yueh A published framework for spotting and mitigating financial crashes, drawn from her book The Great Crashes and applied directly to board-level risk and capital allocation conversations. Sitting non-executive director on three FTSE 100 boards (Rentokil Initial, SEGRO, Standard Chartered), which means she reads the macro picture the way a director has to read it, not the way a commentator does. Direct working experience with the World Bank, European Commission, Asian Development Bank and the UK Treasury review panel, which lets her translate policy direction into commercial implication. A China specialism with academic depth: D.Phil. economics at Oxford, former Visiting Professor of Economics at Peking University, and author of China’s Growth: The Making of an Economic Superpower (Oxford University Press). Broadcaster’s instinct for clarity, sharpened by years as Chief Business Correspondent for BBC News and Economics Editor at Bloomberg Television, so the analysis lands with a non-specialist audience. Biography highlights Fellow in Economics, St Edmund Hall, University of Oxford, and Adjunct Professor of Economics, London Business School. CBE for Services to Economics, King’s New Year’s Honours List 2023. Author/editor of 11 books, including The Great Crashes (Penguin Business), selected by the Financial Times as one of the Best New Books in Economics. Non-Executive Director of Rentokil Initial, SEGRO, and Standard Chartered; Chair of Baillie Gifford’s Schiehallion Fund. Former Chief Business Correspondent, BBC News, presenting Talking Business with Linda Yueh; former Economics Editor, Bloomberg Television. Associate Fellow, Chatham House; columnist for The Times, the Financial Times and The New York Times; advisor to the World Economic Forum, World Bank, European Commission and Asian Development Bank. Biography The financial crashes of the past forty years all rhyme. Currency crises in the 1980s, Japan’s housing bust, the dot-com unwind, 2008 and the pandemic each followed a recognisable arc, and in The Great Crashes: Lessons from Global Meltdowns and How to Prevent Them, Linda Yueh sets out a three-step framework that boards and policymakers can use to read the early signals. Penguin Business published it in 2023 and the Financial Times selected it as one of its Best New Books in Economics. The analysis is grounded in serious academic work. Yueh holds a D.Phil. in economics from the University of Oxford, where she is Fellow in Economics at St Edmund Hall, and she is Adjunct Professor of Economics at London Business School. Her earlier book The Great Economists: How Their Ideas Can Help Us Today was named one of The Times’s Business Books of the Year, and the US edition was a Newsweek Best Book of the Year. China’s Growth: The Making of an Economic Superpower was published by Oxford University Press. What separates her from most academic economists is the directness of her commercial vantage point. She sits as a non-executive director on the boards of Rentokil Initial, SEGRO and Standard Chartered, and chairs Baillie Gifford’s Schiehallion Fund Ltd. She has advised the World Bank, the European Commission, the Asian Development Bank, the World Economic Forum and the UK Treasury review panel, and she is an Associate Fellow of Chatham House. She communicates for a living. As Chief Business Correspondent for BBC News she hosted Talking Business with Linda Yueh, and before that she was Economics Editor at Bloomberg Television. She writes regularly for The Times, the Financial Times and The New York Times. In 2023 she was appointed CBE for Services to Economics. Key speaking topics Global economic outlook and macroeconomic risk Financial crashes and crisis prevention China’s economic rise and US-China-Europe relations Geopolitics, trade and the global rules-based order Currency markets and financial stability Economic ideas and policy innovation Ideal for Board and audit committee sessions on macro risk, capital allocation and crisis preparedness Executive offsites for FTSE 100, FTSE 250 and large privately held firms with material China or emerging-market exposure Investor conferences and asset management forums needing a credible economist on global outlook CFO, treasury and risk leadership audiences working through currency, rate cycle and political risk decisions Audience outcomes A working read on where the global economy is in the cycle and which signals matter for the next twelve to thirty-six months A structured way to think about the early indicators of financial crises, drawn from a published historical framework A clearer view of China’s growth trajectory and the commercial consequences of US, EU and UK policy responses Confidence to take that view back into a board or investment committee and defend it