Riesgo político y política speakers

Why organisations work with Ngaire Woods Her 2006 book “The Globalizers” set out a specific, named argument – that IMF and World Bank lending conditions are shaped by the geopolitical interests of dominant states as much as by economic theory. Organisations that have read it do not approach multilateral institutions the same way again. She has worked inside the institutions she analyses, not just around them: advisor to the IMF board, member of the G20 High Level Independent Panel on pandemic financing alongside Lawrence Summers and Ngozi Okonjo-Iweala, and member of the Lancet Commission on COVID-19. As founding Dean of the Blavatnik School since 2011, she has trained a generation of ministers, central bankers and senior officials from across the world. That means she knows where public policy is heading before it becomes a headline. Her analysis stays current and policy-facing: monthly contributor to Project Syndicate, regular quoted source in the Financial Times, and current Co-Chair of the WEF Global Future Council on Good Governance. As an Independent Non-Executive Director at Rio Tinto, she applies the same analytical framework she brings to lecture halls and policy rooms directly to boardroom-level governance – which means the distance between her intellectual work and live organisational decisions is shorter than it is for most academics. Biography highlights Founding Dean of Oxford’s Blavatnik School of Government since its inception in 2011 – one of the world’s leading schools of public policy and government Professor of Global Economic Governance, University of Oxford; founder of Oxford’s Global Economic Governance Programme Author of “The Globalizers: The IMF, the World Bank, and Their Borrowers” (Cornell University Press, 2006) and “The Politics of Global Regulation” (with Walter Mattli, Princeton University Press, 2009) Member of the G20 High Level Independent Panel on Financing the Global Commons for Pandemic Preparedness and Response, co-chaired by Lawrence Summers and Ngozi Okonjo-Iweala; member of the Lancet Commission on COVID-19 CBE (2018) for services to Higher Education and Public Policy; Fellow of the Academy of Social Sciences; International Honorary Member of the American Academy of Arts and Sciences Monthly contributor to Project Syndicate since 2013; quoted in the Financial Times; former regular presenter of BBC Radio 4’s Analysis programme Independent Non-Executive Director at Rio Tinto; Co-Chair of the WEF Global Future Council on Good Governance; Rhodes Trustee Biography The IMF and the World Bank were not built to be neutral. They were built to reflect the interests of their most powerful members – and understanding how those interests are encoded in loan conditions, governance structures and regulatory frameworks is what separates informed global strategy from exposed global strategy. Ngaire Woods has spent three decades studying exactly this: how international institutions work, who shapes them, and who is left out. Her 2006 book “The Globalizers“, published by Cornell University Press, made a specific and consequential argument – that the conditions attached to IMF and World Bank lending were shaped as much by the geopolitical priorities of dominant states as by economic theory. Her subsequent work, including “The Politics of Global Regulation” (Princeton University Press, 2009, co-authored with Walter Mattli), extended the analysis to how regulatory systems are constructed, contested and fragmented across global markets. These are not abstract frameworks; they are the tools that senior officials and corporate strategists use to understand conditions that resist simpler explanations. In 2011, Woods became the founding Dean of Oxford’s Blavatnik School of Government – an institution she built from proposal to one of the world’s foremost schools of public policy. The school trains ministers, senior officials and public leaders from across the world; its alumni hold government positions on multiple continents. In 2021, the G20 appointed her to its High Level Independent Panel on pandemic financing, alongside Lawrence Summers and Ngozi Okonjo-Iweala, to propose how global commons could be financed in an era of systemic and cross-border risk. For organisations navigating a period in which the rules governing global trade, investment and regulation are being openly contested, Woods offers something specific: a structural account of where power sits, which institutions are losing coherence, and which are quietly accumulating it. She currently serves as Independent Non-Executive Director at Rio Tinto and Co-Chair of the WEF Global Future Council on Good Governance – roles that keep her analysis grounded in live institutional reality rather than historical retrospect. Key speaking topics Global economic governance and international institutions Geopolitics and the fracturing of the multilateral order Political risk and the regulatory environment for global business The IMF, World Bank and the politics of conditionality Global development and institutional reform Pandemic preparedness and the financing of global commons Democracy, governance and the erosion of public trust Ideal for Boards and senior executive teams operating across multiple jurisdictions and regulatory regimes Chief Strategy Officers and Chief Risk Officers in global businesses navigating geopolitical uncertainty Government and public sector leaders, and executives within multilateral institutions Conferences focused on global economics, institutional risk and geopolitical strategy Audience outcomes A working framework for understanding how international institutions shape the conditions that corporate and government strategy depends on Sharper analysis of where power is shifting in the global economic order – and what this means for investment, regulation and market access decisions Clearer sight of the political and governance risks embedded in global operations that conventional risk tools typically miss Insight into how policy is made, and how conditions are set, inside multilateral institutions – from someone who has advised them directly A more realistic account of which elements of the post-war international order remain durable, and which are already being renegotiated

Why organisations work with Nicholas Hopton A serving British Ambassador to four of the region’s most sensitive postings inside a decade: Yemen, Qatar, Iran and Libya. That working contact list is not replicable from outside government. Reopened the British Embassy in Tehran as the first UK Ambassador to Iran since 2011, giving a first-hand reading of how Iranian decision-making actually functions under sanctions and confrontation. Runs Belmont Advisory, a private geopolitical consultancy, alongside the Middle East Association: advice is shaped by what clients have actually done with it, not by think-tank distance from the deal. Chairs the Middle East and Mediterranean Advisory Board at Cambridge’s Centre for Geopolitics, alongside fellowships at the Atlantic Council’s Scowcroft Middle East Security Initiative and RUSI, so the analysis stays tested against serious peer scrutiny. A regular broadcast and print commentator on Middle East affairs, appearing on BBC News, Bloomberg, the New Statesman, and The Spectator, with a column in The i Paper. A board briefing lands without needing translation from policy register. Biography highlights British Ambassador to Libya, 2019 to 2021; Iran, 2015 to 2018; Qatar, 2013 to 2015; Yemen, 2012 to 2013. First British Ambassador to Iran after the embassy’s reopening, following the 2011 closure. Director General of the Middle East Association and founder of the geopolitical consultancy Belmont Advisory. Chair of the Middle East and Mediterranean Advisory Board, Centre for Geopolitics, University of Cambridge. Nonresident Senior Fellow at the Atlantic Council’s Scowcroft Middle East Security Initiative, Distinguished Fellow at RUSI, and Honorary Professor at St Mary’s University, London. Led the drafting team for the UK’s first National Security Strategy in 2008; Private Secretary to four UK Ministers for Europe, 1998 to 2000. Ambassador for the HALO Trust, the landmine and unexploded ordnance clearance charity. Biography The reopening of the British Embassy in Tehran in 2015 closed a four-year diplomatic break with Iran. Nicholas Hopton was the ambassador who walked back in. Running a mission in a country that had just expelled the previous one is a particular kind of education in how power, sanctions and personal access actually interact. That posting sits inside a 35-year career in the British Diplomatic Service that ran from junior roles in Paris, Rome, Morocco and Mauritania to four ambassadorships in under a decade. Yemen during the early collapse, Qatar at the moment Gulf finance reshaped global asset flows, Iran through the nuclear deal years, then Libya. Each post was the kind of brief in which the embassy is the analytical asset, not a passive observer. In Whitehall he led the team that drafted the UK’s first National Security Strategy in 2008 and served as senior UK official at the 2011 Perth Commonwealth Heads of Government Meeting. He spent 1998 to 2000 as Private Secretary to four successive Ministers for Europe. The London grounding matters for clients: he understands how the British system actually decides, not just how it appears to. He now runs the Middle East Association as Director General and founded the geopolitical consultancy Belmont Advisory. He chairs the Middle East and Mediterranean Advisory Board at Cambridge’s Centre for Geopolitics and holds fellowships at the Atlantic Council’s Scowcroft Middle East Security Initiative and RUSI. The combination gives boards something most political-risk providers cannot: a practitioner who can still place the phone calls, whose reading has been tested in real negotiating rooms. Key speaking topics Iran: politics, sanctions and the post-Khamenei trajectory The Gulf states and the geopolitics of capital Libya, North Africa and Mediterranean security UK and European policy towards the Middle East Political risk and market access in conflict-adjacent economies The mechanics of British and European decision-making on foreign policy Ideal for Board and executive committee briefings on Middle East exposure Chief risk officers and heads of government relations in firms with regional operations Investor and family-office audiences weighing Gulf capital allocation Foreign-policy and defence audiences in think tanks, universities and policy fora Audience outcomes A working map of where power actually sits in Tehran, Doha, Riyadh and Tripoli, separated from media shorthand A clearer view of how sanctions regimes affect commercial decision-making in practice An informed read on the UK and European policy posture toward the region, and where it is likely to move Direct answers to the questions a senior team would otherwise be unable to ask in the open

Why organisations work with Nicholas Stern He authored the most influential economic study of climate change ever commissioned by a government. The Stern Review (2006) put the cost of inaction at 5 to 20 percent of global GDP and reframed climate as the largest market failure in economic history. Boards and treasuries still cite it as the standard reference. He is a former Chief Economist of both the World Bank and the European Bank for Reconstruction and Development, and a former Second Permanent Secretary at HM Treasury. The institutional authority means he speaks to investment committees and finance ministries from inside their own decision frameworks. He chairs the Grantham Research Institute on Climate Change and the Environment at LSE, the centre that produces the analytical work most quoted in serious climate finance and net-zero policy debate. His talks draw on its current research. He co-chaired the Global Commission on the Economy and Climate and the High-Level Commission on Carbon Prices, the bodies that shaped how governments and central banks now approach carbon pricing and transition finance. He is a crossbench life peer in the UK House of Lords and a Companion of Honour. His arguments are taken seriously across political administrations and inside major financial institutions because they sit outside any party or commercial alignment. Biography highlights IG Patel Professor of Economics and Government at LSE and Chair of the Grantham Research Institute on Climate Change and the Environment Lead author of The Stern Review on the Economics of Climate Change (HM Treasury, 2006) Author of The Growth Story of the 21st Century (LSE Press, 2025), updating the Review’s economic case for climate action two decades on Former Chief Economist of the World Bank and of the European Bank for Reconstruction and Development; former Second Permanent Secretary at HM Treasury and Head of the UK Government Economic Service Crossbench life peer in the UK House of Lords as Baron Stern of Brentford; Companion of Honour; Fellow of the Royal Society; former President of the British Academy Recipient of the Blue Planet Prize, the BBVA Foundation Frontiers of Knowledge Award, the Leontief Prize and the Schumpeter Award Biography For two decades, the question of whether climate action makes economic sense has shaped how governments and large financial institutions make capital decisions. The Stern Review, published by HM Treasury in 2006, is the document that gave that question its first authoritative answer. It put the cost of inaction at 5 to 20 percent of global GDP and framed climate change as the largest market failure in economic history. The case it made for early action is still cited by policymakers and finance ministries today. Stern’s authority on this rests on an unusually broad institutional base. He was Chief Economist of the World Bank from 2000 to 2003, having previously held the same role at the European Bank for Reconstruction and Development. He was also Second Permanent Secretary at HM Treasury and Head of the UK Government Economic Service during the period when the Review was conducted. He now chairs the Grantham Research Institute on Climate Change and the Environment at LSE. Its analysis is the reference most often cited in serious debate over climate finance and net-zero costs. He also co-chaired the High-Level Commission on Carbon Prices and the Global Commission on the Economy and Climate, the latter with Ngozi Okonjo-Iweala and Paul Polman. He sits in the UK House of Lords as a crossbench peer and was made a Companion of Honour in 2017. He is a Fellow of the Royal Society and a former President of the British Academy. His most recent book, The Growth Story of the 21st Century (LSE Press, 2025), revisits the Review two decades on and frames climate action as the central growth opportunity of the next two decades. Key speaking topics Economics of climate change Climate risk and capital allocation Net-zero policy and the energy transition Climate finance for emerging economies Sustainable growth and economic development Policy design for the climate transition Ideal for Boards of financial institutions and large industrial firms with material climate exposure Finance ministries, central banks and senior government policymakers working on transition policy Chief sustainability officers and chief climate officers at multinational organisations Asset owners and fund managers with net-zero or transition mandates Audience outcomes An economic argument for climate action that holds up against board-level scepticism A clearer view of where capital is and is not flowing in the energy transition, and what that means for investment and policy decisions A working understanding of how carbon pricing now sits inside government and central bank thinking A defensible position on the economics of net zero that can be referenced and revisited inside the organisation

Why organisations work with Nick Clegg He has sat on both sides of the table that defines tech policy: as the head of global affairs at Meta facing regulators, and as a head-of-government negotiator setting policy for a G7 economy. His 2025 book How to Save the Internet lays out a specific argument about how democracies, Silicon Valley and authoritarian states are pulling the internet apart, and what a workable settlement would look like. Boards get the thesis and the evidence behind it. He can map how Brussels, Washington and Beijing actually behave on AI and platform rules from direct experience of all three, not from secondary commentary. His coalition government experience gives him a working language for decision-making when no single party controls the outcome, which is the practical condition most boards now face on tech policy. Biography highlights Deputy Prime Minister of the United Kingdom, 2010 to 2015, in Britain’s first post-war coalition government. Leader of the Liberal Democrats, 2007 to 2015; Member of Parliament for Sheffield Hallam, 2005 to 2017. President for Global Affairs at Meta Platforms, 2018 to January 2025, leading the company’s policy and regulatory engagement worldwide. Author of How to Save the Internet (Bodley Head/Penguin, 2025), Politics: Between the Extremes (2016), How to Stop Brexit (2017), and The Responsibilities of Democracy (2019, with Sir John Major). Member of the European Parliament for the East Midlands, 1999 to 2004; earlier career at the European Commission. Knighted in 2018; recipient of the Financial Times David Thomas Prize, 1993. Biography The most consequential rules now shaping AI, data and the global internet are being written by a small number of governments that no longer agree with each other. Nick Clegg has worked at the centre of that argument from both sides. As Deputy Prime Minister of the United Kingdom from 2010 to 2015, he helped run a coalition government through the eurozone crisis. As President of Global Affairs at Meta from 2018 to early 2025, he led the company’s policy engagement with the US, EU, UK, India and beyond. Few people have moved between those two seats. The combination matters because tech policy is no longer a niche regulatory file. It is a board-level question of capital allocation, market access and operational risk. Clegg’s value to a senior audience is that he understands how the political logic of Brussels, the commercial logic of Silicon Valley and the strategic logic of Washington and Beijing actually collide. His 2025 book How to Save the Internet, published by The Bodley Head, sets out the argument in full. He proposes a “digital democracies alliance” to prevent the global internet fragmenting into incompatible national systems, and he is candid about where Big Tech, including his former employer, has misread the public mood. Earlier books, including Politics: Between the Extremes and The Responsibilities of Democracy with Sir John Major, focus on coalition, compromise and democratic resilience under stress. The throughline is governance under conditions where no one is fully in charge. That is the working environment for any senior leader trying to plan around AI rules, content liability, data flows and the geopolitics of semiconductors. Clegg has been in the room when those decisions were taken, on both sides of the regulator and the platform. Key speaking topics AI policy and regulation across the US, EU and UK The geopolitics of the global internet Big Tech, content moderation and platform governance Coalition government and political decision-making under uncertainty Democratic resilience in the age of social media and AI UK and EU relations after Brexit Trust, public discourse and the future of democratic institutions Ideal for Boards and executive teams of companies materially exposed to AI, data, content or platform regulation General Counsel, Chief Policy Officers and Heads of Government Affairs in multinationals CEO and CTO audiences planning AI deployment under divergent regulatory regimes Senior public sector and policy audiences working on tech, digital and AI strategy Audience outcomes A clearer read of where AI and platform regulation is heading in the EU, US and UK over the next planning cycle A working framework for how Silicon Valley, Washington, Brussels and Beijing each think about the internet, and where their positions are converging or diverging An informed view of the argument in How to Save the Internet, including the case for a digital democracies alliance A grounded sense of how senior decisions get made inside coalition governments and inside large global platforms, from someone who has done both

Why organisations work with Nick Watt Three decades of frontline political journalism that spans Belfast through the peace process, Brussels through EU enlargement and Westminster through Brexit and five prime ministers. Few UK political journalists combine all three settings at senior level. Sourcing inside government that produces the story before the press release. Politico‘s London Playbook columnist Jack Blanchard has called his reports “always immaculately sourced and well worth a listen”, and his Brexit coverage repeatedly broke cabinet positions ahead of the formal announcement. A working understanding of both UK and EU institutional politics. Boards with European exposure or cross-border operations get analysis from someone who has reported from both sides. Broadcast discipline as a chair and moderator. He runs a panel the way he runs an interview: tight on time and sharp on the question. He explains what Westminster decisions will mean for regulation, capital allocation and operating risk, in language a boardroom can act on. Biography highlights Political Editor, BBC Newsnight (since 2016) Presenter, The Westminster Hour, BBC Radio 4 (since 2022) Former Chief Political Correspondent and European Editor, The Guardian (Brussels and London) Former Ireland Correspondent and Political Correspondent, The Times (Belfast and London) Listed at number 14 on Press Gazette‘s Top 50 Political Reporters (2012) Coverage spanning seven UK general elections, two Scottish independence referendums and the UK’s EU membership referendum Biography The UK political environment is structurally less stable than for most of the last two decades. Five prime ministers since 2016, two referendums that redrew the country’s constitutional and trading framework, and a regulatory baseline that shifts with each new government. Boards with material UK exposure now have to read political signal as part of strategic planning. As Political Editor of BBC Newsnight, Nick Watt reports from inside that environment. His nightly analysis follows Westminster decisions and cabinet dynamics, and translates what they mean for policy. Politico‘s Jack Blanchard has called his reports immaculately sourced. T-shirts were printed in Germany after Watt relayed on air an unnamed cabinet minister’s verdict on Theresa May’s Brexit strategy: “F*** knows, I’m past caring.” The Times appointed him Ireland Correspondent in Belfast in 1993, just as the peace process began. The Guardian later made him European Editor in Brussels through EU enlargement, and then Chief Political Correspondent in Westminster. Few UK political journalists have held senior roles in all three settings. For organisations with UK exposure, that combination matters. Watt explains what a vote or fiscal event will mean for businesses planning capital allocation, hiring and M&A. He has covered seven UK general elections, two Scottish independence referendums and the Brexit referendum. His Brexit reporting included extended profiles of Michel Barnier, David Davis and Olly Robbins, drawn from sources inside the negotiation. Key speaking topics UK politics and Westminster The UK policy and regulatory environment UK general elections and electoral cycles UK-EU relations and post-Brexit politics Political risk for boards and businesses operating in the UK European political affairs Ideal for Boards and executive committees with material UK exposure Public affairs, government relations and corporate affairs leads Financial and professional services firms monitoring UK political risk Conferences and member events covering UK politics, policy or political economy Audience outcomes The names, factions and pressures inside the current UK government likely to shape its decisions The way parliamentary arithmetic and the electoral cycle will affect tax, regulation and major policy bills The direction of the UK-EU political relationship and what changes it can realistically absorb Which Westminster developments matter for business and which are noise A practitioner’s read on UK political risk for the next 12 to 24 months

Why organisations work with Nina Khrushcheva A primary read on Russian political culture from a scholar who has travelled and reported across the country’s eleven time zones, not a Moscow-watcher working from secondary sources. Author or co-author of three books on Russian power, including In Putin’s Footsteps (St. Martin’s Press, 2019) with Atlantic contributing editor Jeffrey Tayler, and The Lost Khrushchev, both grounded in original interviews and field research. A standing column at Project Syndicate, where she edits the Russia series, and a publication record across the New York Times, Wall Street Journal, Financial Times and Newsweek that boards and investment committees already read. Member of the Council on Foreign Relations and former director of the Russia Project at the World Policy Institute, with the institutional standing expected for closed-room conversations on sanctions, geopolitical exposure, and political risk. A family inheritance, as the great-granddaughter of Nikita Khrushchev, that she uses as a lens on Soviet and post-Soviet authoritarianism rather than a biographical talking point. Biography highlights Professor of International Affairs at The New School, New York. Ph.D. in Comparative Literature, Princeton University; former research fellow at the Institute for Advanced Study, Princeton. Author of Imagining Nabokov (Yale University Press) and The Lost Khrushchev (Tate); co-author of In Putin’s Footsteps (St. Martin’s Press) with Jeffrey Tayler. Contributing Editor at Project Syndicate; bylines in the New York Times, Wall Street Journal, Financial Times, and Newsweek. Member of the Council on Foreign Relations; former director of the Russia Project at the World Policy Institute. Recipient of the Carnegie Corporation’s Great Immigrants Award and the Trinity College Dublin Gold Medal of Honorary Patronage. Biography The Kremlin is not best understood through Western political vocabulary. It runs on a logic shaped by Russian literature, Soviet bureaucratic instinct, and a long memory of empire. Reading it from the outside, on quarterly briefings alone, has cost organisations real money over the past decade. Nina Khrushcheva works that gap. A professor of international affairs at The New School, with a Princeton doctorate in comparative literature, she teaches courses on comparative propaganda, international media, and Russian contemporary politics. Her academic register is unusual: she reads the Kremlin the way a literary scholar reads a text, while also reporting from inside it. That dual method runs through her books. In Putin’s Footsteps, written with Jeffrey Tayler of The Atlantic, is the product of travel across all eleven of Russia’s time zones. The Lost Khrushchev draws on her family inheritance as the great-granddaughter of Nikita Khrushchev to read the Soviet project from inside its own argument. Imagining Nabokov preceded both, with Yale University Press. She edits the Russia series at Project Syndicate and writes regularly for the New York Times, the Wall Street Journal, the Financial Times and Newsweek. She sits on the Council on Foreign Relations and previously directed the Russia Project at the World Policy Institute. The Carnegie Corporation named her among its Great Immigrants in 2013, and Trinity College Dublin awarded her its Gold Medal of Honorary Patronage in 2019. Key speaking topics Russia under Putin Authoritarian governance and propaganda Post-Soviet political culture Geopolitical risk and sanctions exposure US-Russia relations Russia, China and the contested global order Soviet history and its modern uses Ideal for Boards and investment committees with direct or indirect Russia exposure, including energy, commodities, and dual-use technology Chief risk officers, general counsel, and government affairs leads weighing sanctions and political risk Policy audiences, foundations, and academic institutions briefing on the post-Soviet space Senior diplomatic, defence and foreign-policy convenings on Russia, Ukraine, and the wider rules-based order Audience outcomes A read of current Kremlin behaviour rooted in Russian political and literary tradition, not Western projection A clearer sense of where Putin’s regime is brittle and where it is durable, with implications for sanctions and exposure Context on how Soviet history is being repurposed in present-day propaganda and policy A sharper map of where Russia, China, and the United States actually intersect, beyond headline framings Specific reference points for how to test the assumptions in any internal Russia or geopolitics brief

Why organisations work with Nouriel Roubini His 2006 address to the International Monetary Fund, which outlined the specific structural conditions (overleveraged housing markets, fragile credit instruments, unsustainable household debt) that caused the 2008 financial crisis before they were widely recognised, gives his risk scenarios a credibility that peer analysis rarely carries. The MegaThreats framework, the argument that ten overlapping structural forces, including sovereign debt, geopolitical rivalry, AI-driven labour displacement, and climate stress, reinforce one another, equips leadership teams to analyse compound risk rather than managing individual threats in isolation. As both an academic and an active strategist at Hudson Bay Capital and Atlas Capital Team, he connects macro-risk analysis to live capital allocation decisions, not retrospective commentary. His public-sector career spans the White House Council of Economic Advisers and the U.S. Treasury Department under Timothy Geithner, giving him a direct, lived understanding of how policymakers reason under pressure, and where their responses typically fall short. His forecasting runs in both directions. The economist who warned the IMF in 2006 has since argued, against consensus, that a technology-led productivity surge will sustain US growth towards 4% by the end of the decade, a case made in the Financial Times and Bloomberg. Boards get a weighed reading of upside and downside scenarios. Biography highlights Professor Emeritus of Economics and International Business, NYU Stern School of Business; previously on faculty at Yale University Author of MegaThreats: Ten Dangerous Trends That Imperil Our Future, And How to Survive Them (Little, Brown, 2022) and Crisis Economics: A Crash Course in the Future of Finance (Penguin Press, 2010) 2006 address to the International Monetary Fund accurately identified the structural vulnerabilities that precipitated the 2008 global financial crisis Ranked #4 on Foreign Policy’s “Top 100 Global Thinkers” (2009); named among Time Magazine’s 100 Most Influential People in the World (2009); multiple further appearances on Foreign Policy’s annual list Senior Economist for International Affairs, White House Council of Economic Advisers (1998–1999); Senior Adviser to the Undersecretary for International Affairs and Director of the Office of Policy Development and Review, U.S. Treasury Department (1999–2000) Chairman and CEO of Roubini Macro Associates; Senior Economic Strategist at Hudson Bay Capital; Chief Economist and Portfolio Manager, Atlas Capital Team Monthly columnist for Project Syndicate; profiled by the Financial Times, New York Times Magazine, and Bloomberg; PhD in Economics, Harvard University; BA, Bocconi University Biography Nouriel Roubini’s most consequential professional moment came at a 2006 address to the International Monetary Fund, where he outlined the structural conditions (overleveraged housing markets, fragile credit instruments, unsustainable household debt) that would produce the 2008 global financial crisis. The IMF’s own economists were, by contemporaneous accounts, sceptical. Within two years, the scenario had materialised almost exactly as described. That track record is the foundation of his authority. Roubini is a Professor Emeritus at NYU’s Stern School of Business and Chairman and CEO of Roubini Macro Associates, with a career spanning the White House Council of Economic Advisers, the U.S. Treasury Department under Timothy Geithner, and advisory roles at the IMF, the World Bank, and the Federal Reserve. His academic foundation rests on a PhD in Economics from Harvard and more than 70 published papers on sovereign debt, financial crises, and international capital flows. His 2022 book, MegaThreats (Little, Brown), advances a named framework for compound systemic risk. The thesis is precise: ten structural forces, sovereign debt at historic highs, geopolitical fragmentation, demographic pressure, AI-driven labour displacement, and climate stress among them, are not independent variables but mutually reinforcing ones. For organisations still using single-factor risk frameworks, the argument is a direct challenge to how they model exposure. Alongside his academic and research work, Roubini serves as Senior Economic Strategist at Hudson Bay Capital and as Chief Economist and Portfolio Manager at Atlas Capital Team, roles that keep his analysis connected to live capital allocation decisions. The crisis-prediction reputation understates the range of his judgment: he has recently argued in the Financial Times that a technology-led productivity boom will sustain US exceptionalism despite tariffs and fiscal strain. He is a monthly contributor to Project Syndicate and has been ranked #4 on Foreign Policy’s “Top 100 Global Thinkers.” Key speaking topics Global macroeconomic outlook and downside risk scenarios Sovereign debt, fiscal dominance, and currency risk Geopolitical fragmentation and its economic consequences US-China strategic rivalry and the restructuring of global trade Financial crises: structural causes, policy responses, and systemic aftermath Inflation, monetary policy, and central bank independence AI, automation, and structural shifts in labour markets Compound systemic risk: the MegaThreats framework Ideal for Boards and executive leadership teams stress-testing strategy against macro-economic disruption CFOs, CROs, and treasury functions making capital allocation and risk management decisions in volatile conditions Investment and financial services leadership, asset managers, sovereign wealth funds, pension funds, requiring rigorous macro-risk briefings Government, public policy, and multilateral forums addressing fiscal strategy, monetary policy, and geopolitical-economic interdependence Audience outcomes A structured understanding of how macro forces, debt, geopolitics, monetary policy, interact and compound rather than operating in isolation Specific frameworks, drawn from the MegaThreats thesis, for anticipating systemic stress before it becomes visible in headline economic indicators Clarity on the geopolitical dynamics, particularly US-China rivalry, fiscal dominance risk, and the conditions for de-dollarisation, most likely to affect long-range strategic planning A more calibrated reading of central bank and government policy responses, and the structural conditions under which those responses typically fail or arrive too late Practical language and conceptual tools for articulating compound systemic risk to boards, investors, and regulators, beyond standard scenario planning conventions

Why organisations work with Oliver Hart Hart’s theory of incomplete contracts and the Grossman-Hart-Moore property rights theory underpin most modern thinking on corporate governance and the boundaries of the firm. Boards working through M&A, integration, outsourcing, or governance redesign get a framework grounded in four decades of foundational research. The Hart-Zingales shareholder welfare framework gives boards a substantive third position between Friedman-style shareholder primacy and stakeholder capitalism rhetoric. It is published in peer-reviewed journals and directly applicable to live ESG and shareholder voting decisions. Hart has served as a government expert witness in major US legal cases, including Black & Decker v. USA and Wells Fargo v. USA. The framework has been tested under adversarial legal scrutiny, with high-stakes commercial outcomes turning on the economic argument. Hart’s body of work has shaped four decades of research on ownership and incentive design. The 2016 Nobel Prize and 2023 Knight Bachelor are the formal recognition of a framework that now underpins how regulators and corporate boards approach governance questions. Biography highlights Co-recipient of the 2016 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel, awarded with Bengt Holmström for contributions to contract theory. Lewis P. and Linda L. Geyser University Professor at Harvard, the institution’s highest faculty rank. Author of Firms, Contracts, and Financial Structure (Oxford University Press), the standard reference text on the economic theory of the firm. Knight Bachelor in the 2023 King’s Birthday Honours for services to economic theory. Past president of the American Law and Economics Association and past vice president of the American Economic Association. Fellow of the British Academy, the American Academy of Arts and Sciences, the Econometric Society, and member of the National Academy of Sciences. Biography What is a firm, and where should its boundaries lie? The question sits underneath most of the contested decisions facing modern boards, from M&A integration to ESG governance. The framework that lets boards answer it rigorously was largely built by Sir Oliver Hart. Hart’s contributions to contract theory, recognised with the 2016 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel, centre on a foundational insight. Real contracts are incomplete: they cannot specify every contingency, and whoever holds the right to decide on the unspecified elements holds the real power. The Grossman-Hart-Moore property rights theory built on this to formalise when activities should sit inside firms and when they should sit in markets. More recently, his work with Luigi Zingales of Chicago Booth has redrawn the corporate purpose debate. The Hart-Zingales shareholder welfare framework reframes corporate objectives around the actual preferences of investors, including their non-financial concerns, and proposes shareholder voting as the mechanism for expressing them. The framework speaks directly to live disputes about ESG votes and shareholder activism on social issues. At Harvard since 1993, Hart holds the Lewis P. and Linda L. Geyser University Professorship and chaired the Economics department from 2000 to 2003. Past president of the American Law and Economics Association and fellow of the British Academy, he was made a Knight Bachelor in 2023 for services to economic theory. The 1986 paper with Sandy Grossman, “The Costs and Benefits of Ownership,” remains the standard reference for how firm boundaries are analysed in modern economics. Key speaking topics Contract theory and incomplete contracts The theory of the firm Corporate governance and ownership Shareholder welfare and corporate purpose ESG governance and shareholder activism Incentive design Ideal for Boards of directors and chairs General counsel, CFOs, and corporate governance leaders Investors and asset managers grappling with ESG mandates Policymakers, regulators, and antitrust authorities Audience outcomes A working theory of where firm boundaries should lie and why, applicable to live decisions on M&A and outsourcing. A defensible position on corporate purpose that goes beyond Friedman versus stakeholder capitalism slogans. The economic logic underneath shareholder activism and ESG governance, including when shareholder voting matters and when it doesn’t. The intellectual vocabulary for thinking about ownership and incentive design with the seriousness these topics require.

Why organisations work with Oliver Kamm He has lived on both sides of the analyst’s desk. Twenty years at the Bank of England, HSBC Securities and Commerzbank Securities, then sixteen years and counting writing The Times leaders on economics and foreign affairs. He reads the data the way a strategist does and frames it the way an editor does. His weekly Times economics column is a primary reference point for British policy debate, which means audiences are hearing the same analysis Westminster, the City and Whitehall are reading the next morning. Authored Accidence Will Happen, endorsed by Steven Pinker as “a unique and indispensable guide to usage”, a credential that signals the rigour he brings to argument and language as well as numbers. He moves cleanly between keynote, panel moderation and after-dinner formats, which lets a single booking cover macro briefing, on-stage interrogation of a CEO and a sharper closing address. Biography highlights Leader writer and columnist at The Times since 2008, covering economics and international affairs. Twenty-year City career: Bank of England, HSBC Securities (European Equity Strategist), Commerzbank Securities (Head of Strategic Research) and founder of WMG Advisors LLP. Author of Anti-Totalitarianism (Social Affairs Unit, 2005), Accidence Will Happen (W&N, 2015) and Mending the Mind (2021). Regular contributor on Newsnight, The Today Programme, Channel 4 News, The Daily Politics, Radio 5 Live and Sky News. Bylines in The Guardian, Prospect, The New York Times and The Jewish Chronicle. Educated at New College, Oxford and Birkbeck College, University of London. Biography The case for booking a serious economics voice for a senior audience usually comes down to translation. Boards are not short of data. They are short of a credible reader of the data who can take a position without flinching, and explain it in language a non-economist will repeat in a meeting the next day. That is the role Kamm has occupied at The Times since 2008. He writes a twice-weekly economics column and is the paper’s principal leader writer on economics and international affairs, which means his analysis sits inside the daily editorial line of one of the few British newspapers still read across Westminster, the City and Whitehall. Before journalism he spent two decades inside the markets he now writes about. Bank of England, HSBC Securities as European Equity Strategist, Commerzbank Securities as Head of Strategic Research, then WMG Advisors LLP, which he founded in 2004. The City background shapes how he reads policy. Capital flows, currency exposure and the actual mechanics of investment decisions are not abstractions when he speaks about them. He is also a working author outside economics. Accidence Will Happen, his 2015 guide to English usage drawn from his Times “Pedant” column, was praised by Steven Pinker for relying on “scholarship rather than dogma”. Mending the Mind followed in 2021. The range matters: it is the reason he holds a room as moderator or after-dinner speaker as confidently as he does in a macro keynote. Key speaking topics Global economy and macro outlook International politics and policy The British economy and public policy Markets, capital flows and the City Media, journalism and editorial judgement Language, communication and clear writing Ideal for Boards and executive committees taking capital allocation or geographic-exposure decisions under macro and geopolitical uncertainty CFOs, treasurers and risk leads briefing internal audiences on the British and global outlook Conference programme owners needing one person to keynote, moderate the CEO panel and close the dinner Audience outcomes A clear, defensible read of the current macro and geopolitical picture, framed for non-economists A working sense of which signals in financial markets and policy actually matter for the year ahead Sharper questions to ask of internal economics and strategy briefings Confidence in the editorial framing of the company’s own external communication on economics and policy

Why organisations work with Pankaj Mishra His Age of Anger thesis ties populist nationalism in the US, Britain, India, Russia and Turkey to the same 19th-century intellectual origins, giving boards a single coherent frame for what most analysts treat as separate national stories. He brings the perspective of the world’s majority, drawn from original archival work across India, China, Iran and Turkey, into rooms where geopolitical analysis is still calibrated to a Western-led order. He works at the level of cause. Most commentary explains what just happened; his books explain why this kind of thing keeps happening across very different countries. Yale’s Windham-Campbell Literature Prize, the Weston International Award and a Royal Society of Literature fellowship sit behind two decades of essays in the New York Review of Books, the New Yorker, Foreign Policy and the Guardian. The name carries weight in senior rooms. His 2025 book, The World After Gaza, is one of the most discussed treatments of the moral rupture in the global order since October 7, useful for any leadership team weighing reputational and political risk in a polarised market. Biography highlights Author of From the Ruins of Empire: The Revolt Against the West and the Remaking of Asia (2012), winner of Germany’s Leipzig Book Award for European Understanding in 2014, the first non-Western writer to take the prize. Author of Age of Anger: A History of the Present (2017), Bland Fanatics: Liberals, Race and Empire (2020) and The World After Gaza: A History (Penguin Press, 2025). Recipient of Yale University’s Windham-Campbell Literature Prize for nonfiction (2014) and the Weston International Award for career achievement in nonfiction (2024). Fellow of the Royal Society of Literature. Long-form contributor to the New York Review of Books, the New Yorker, the Guardian, the London Review of Books, the New York Times, Foreign Policy and Harper’s. Previously a Bloomberg Opinion columnist. Past visiting fellowships at the Cullman Center for Writers and Scholars at the New York Public Library and the Department of English at University College London. Biography The populist nationalism remaking democracies from Washington to Delhi to Ankara to Moscow is usually told as four separate stories. The argument running through Pankaj Mishra’s books is that they share a single 18th-century origin. A slow global civil war over the meaning of progress has been underway ever since. In Age of Anger (2017), he traced the rage and resentment of the present to Rousseau’s quarrel with Voltaire and the disappointed promises of European modernity. From the Ruins of Empire (2012), which won Germany’s Leipzig Book Award for European Understanding, ran the same exercise in reverse. It followed the Asian intellectuals (Tagore, Liang Qichao, Jamal al-Din al-Afghani) who watched their civilisations being subordinated by the West. The intellectual apparatus they built shapes everything today, from Chinese state strategy to political Islam. His latest book, The World After Gaza (Penguin Press, 2025), reads the post-1945 moral order through the present war and the global response to it. It has placed him at the centre of one of the most consequential intellectual debates of the moment. The book builds on the body of nonfiction that won Yale’s Windham-Campbell Literature Prize and the 2024 Weston International Award for career achievement. For senior audiences, the value is not commentary on the news. Mishra works the level beneath it: the long-running shifts in power and legitimacy that determine where capital and credibility actually go. The Weston jury described him as “a writer for and of this difficult and complex world we are creating.” That captures why his analysis is in demand whenever the meaning of the present moment is genuinely in question. Key speaking topics The roots of populism and political anger Geopolitical risk and the post-1945 global order The view from the global majority Nationalism, identity and the politics of resentment India under Modi and the geopolitics of South Asia The intellectual history of modernity Decolonisation and its long aftermath Ideal for Boards and CEOs setting strategy in markets where political risk and the shifting balance between Western and non-Western centres of power materially affect long-horizon decisions Investment committees, sovereign wealth funds and family offices with significant exposure across emerging markets and the wider Global South Senior leadership off-sites where the geopolitical context of capital allocation and major strategic decisions is on the agenda Audiences in financial services, energy, media, foreign policy and academia who buy serious intellectual content over motivational commentary Audience outcomes A unified intellectual frame for the populism and political anger reshaping major democracies. Most coverage offers separate national stories; Mishra shows them as one connected phenomenon. A clearer sense of how the rest of the world reads the same shift in the global order, and what that means for organisations operating across the West and non-West. Historical context for the present moment that goes well beyond the news cycle, with arguments built from original archival research. Sharper questions to take into long-horizon strategic discussions, particularly on political risk and on operating in markets aligned to non-Western centres of power.

Why organisations work with Parag Khanna A trilogy of books on global order, connectivity and the Asian century gives clients a coherent thesis on where capital, people and supply chains are moving, not a topical scan of headlines. Founder of AlphaGeo, which operationalises his frameworks as geospatial risk analytics for institutional investors, so the work in the room connects to a product used inside investment processes. Advised US Special Operations Forces in Iraq and Afghanistan and the US National Intelligence Council’s Global Trends programme, which sharpens the briefing for boards weighing political risk and sanctions exposure. Sits inside the Gulf and Asian capital-allocation conversation through the UAE Ministry of Economy’s International Advisory Council and a senior advisory role at Gulf Capital, giving Western audiences access to perspectives they rarely hear directly. Multi-pillar fluency on geopolitics, climate adaptation and demographic mobility means a single keynote can reframe the same investment committee on country risk, supply chain and talent strategy. Biography highlights Founder and CEO, AlphaGeo, an AI-powered geospatial analytics platform for institutional investors. Author of seven books including Connectography, The Future is Asian and MOVE, published by Random House, Simon and Schuster and W&N. PhD in International Relations, London School of Economics; BSc and MA, Georgetown School of Foreign Service. Senior Geopolitical Adviser to US Special Operations Forces in Iraq and Afghanistan (2007); adviser to the US National Intelligence Council’s Global Trends programme. Named Young Global Leader by the World Economic Forum and one of Esquire’s “75 Most Influential People of the 21st Century”. Visiting Senior Fellow, LSE Data Science Institute (2025-27); member, UAE Ministry of Economy International Advisory Council. Biography The argument that capital follows borders has stopped working. Supply chains, energy flows, migration and digital infrastructure now describe the world more accurately than the political map, and Parag Khanna has spent two decades building the data and the language to read it. His trilogy Connectography, The Future is Asian and MOVE traces that shift from theory through to the operating reality facing investment committees and corporate boards. The work sits on serious institutional ground. A PhD from the London School of Economics, two degrees from Georgetown’s School of Foreign Service, and senior research posts at Brookings, the New America Foundation and the Lee Kuan Yew School of Public Policy in Singapore. He has advised US Special Operations Forces in Iraq and Afghanistan and the US National Intelligence Council’s Global Trends programme, work that informs how he handles questions on sanctions, China exposure and political risk in front of senior audiences. What separates the speaking work from the wider geopolitics circuit is that he runs the product. AlphaGeo, the company he founded and leads as CEO, turns the same geospatial and scenario frameworks into analytics used by sovereign wealth funds, pension plans and asset managers. The result is a keynote that connects a global thesis to the country, sector and asset-level decisions a board is already wrestling with. He also sits inside the conversations Western audiences rarely access directly. A seat on the UAE Ministry of Economy’s International Advisory Council, a senior advisory role at Gulf Capital, and a long working relationship with Asian governments and family offices give him a view of where Gulf and Asian capital is actually being committed, and why. Key speaking topics Geopolitical risk and the new global macro Asia, the Gulf and shifting capital flows Supply chain restructuring and connectivity Climate-driven migration and demographic mobility Country risk for institutional investors AI-powered geospatial analytics for decision-making Scenario planning and strategic foresight Ideal for Boards and investment committees of asset managers, pension funds and sovereign wealth funds reweighting country and sector exposure CEOs and CSOs of multinationals revising supply chain, China and Gulf strategy Heads of strategy, risk and policy in financial services, energy and infrastructure Family office principals and private equity partners pricing geopolitical and climate risk into capital decisions Audience outcomes A working thesis on where capital, people and supply chains are moving over the next decade, anchored to named regions and corridors A clearer read on China exposure, sanctions risk and the Gulf and Asian counter-cycle for committee-level conversations Practical framing for how climate-driven migration and demographic shifts intersect with country risk Exposure to how leading sovereign and institutional investors are using geospatial analytics inside live investment processes

Why organisations work with Pascal Lamy He spent eight years running the WTO and five years as the EU’s Trade Commissioner. Few people alive have personally negotiated as much of the architecture that boards now watch breaking down. He works at the level of operating substance, not commentary. Doha, EU enlargement trade chapters, the China accession follow-through, the transatlantic disputes: he was in the room. He frames geoeconomics and geopolitics as a single system, an argument set out with Nicole Gnesotto in Strange New World, which gives leaders a working language for decisions they used to treat as separate. He is a credible bridge into European institutional thinking. Chef de cabinet to Jacques Delors for nine years, now President of the Paris Peace Forum and President emeritus of the Jacques Delors Institute. Biography highlights Director-General of the World Trade Organization, 2005 to 2013, re-elected unanimously for a second term. European Commissioner for Trade, 1999 to 2004, under Commission President Romano Prodi. Chef de cabinet to Jacques Delors at the European Commission, 1985 to 1994. CEO of Credit Lyonnais through its restructuring and privatisation, 1994 to 1999. Author of The Geneva Consensus (Cambridge University Press, 2013) and co-author of Strange New World: Geoeconomics vs Geopolitics (Odile Jacob, 2020). President of the Paris Peace Forum; CEPR Distinguished Fellow; affiliate professor at HEC Paris and CEIBS Shanghai. Biography The system of rules that governed cross-border trade for three decades is no longer the system companies are operating in. Tariffs, export controls, sanctions regimes and industrial subsidies have become first-order strategic variables, and the institutions designed to arbitrate them have lost most of their authority. Pascal Lamy spent two decades inside that machinery and is one of the few public figures who can describe, from the inside, what is breaking and what is taking its place. As Director-General of the World Trade Organization from 2005 to 2013, re-elected unanimously for a second term, he led the institution through the Doha Round and through China’s full integration into the global trading system. Before that, as European Commissioner for Trade from 1999 to 2004, he handled the EU’s most consequential trade files of the period, including its position on WTO accession negotiations and transatlantic disputes. His earlier career sits at the heart of the European project. For nine years he was chef de cabinet to Jacques Delors at the European Commission, working on the single market, the run-up to monetary union and successive enlargement. He then ran Credit Lyonnais through its restructuring and privatisation, a reminder that his read on policy is paired with operating experience inside a balance sheet under pressure. He now writes and convenes from a small set of platforms: President of the Paris Peace Forum, President emeritus of the Jacques Delors Institute, CEPR Distinguished Fellow, affiliate professor at HEC Paris and CEIBS Shanghai. With Nicole Gnesotto he co-authored Strange New World, the argument that geoeconomics and geopolitics now have to be read as one system. For boards trying to set capital allocation under that framing, he is among the most credible voices available. Key speaking topics Global trade and the future of the WTO Geoeconomics and geopolitics EU-US-China relations European integration and the EU policy agenda Sanctions, export controls and industrial policy Globalisation and supply chain restructuring Multilateral governance under strain Ideal for Boards and executive committees of multinationals with material exposure to US, EU and China trade policy CSOs, heads of public affairs and chief economists setting macro and political risk frameworks Investor and asset manager forums focused on capital allocation under geopolitical stress Senior policy and government affairs leaders working on EU institutional questions Audience outcomes A working map of how the trade and geoeconomics system is actually being rewired, from someone who helped write the previous version A grounded read on the EU-US-China triangle that goes beyond headline risk Sharper questions for the board on sanctions exposure, supply chain restructuring and industrial policy alignment A vocabulary for treating geoeconomics and geopolitics as one decision frame, not two