Planeamento de Cenários e Previsão Estratégica speakers
Oradores que ajudam as organizações a antecipar a incerteza, validar pressupostos e planear múltiplos futuros possíveis
Speakers Associates represents 255 speakers on Planeamento de Cenários e Previsão Estratégica, including Kemal Apaydin, Peter Fisk, Mark Stevenson, Olivier Sibony, Thimon de Jong, Lucy Bullivant, Rita McGrath, Katja Schipperheijn, Graeme Codrington e Dean van Leeuwen.
Climate adaptation and water stress now sit directly on the balance sheet, yet most strategy teams still treat them as compliance work downstream of the business case. Capital is being repriced by the EU Taxonomy, by insurers and by the physical reality of drought, flooding and supply disruption. Boards need someone who can connect the economics of a river basin to the cost of capital, and say clearly what changes in their model.
Sustained competitive advantage has stopped behaving the way strategy textbooks promised. Incumbents with strong positions are being overtaken by entrants who change the rules of the game rather than play it better. The harder question for boards is not how to defend the current business, it is how to keep creating new value when the industry definition itself keeps moving.
Boards are making capital decisions in an economy that no longer behaves like the one their playbooks were written for. Inflation, interest rates, demographic drag, and geopolitical fracture are now correlated risks, not separate slides. Leaders need a macro view that connects them, and a forecaster willing to say what is likely, not just what is possible.
Senior leaders are being asked to commit capital and strategy to technologies whose second-order effects are still being written. The gap is not a shortage of information about AI, cybersecurity or platform shifts. It is the absence of a sober, editorially disciplined read on which signals matter, which are noise, and what the next eighteen months look like for the companies making the bets.
Europe’s fiscal rules, energy dependencies, and security architecture are being rewritten simultaneously. Most private sector institutions are treating each as a separate problem. Organisations making long-term capital commitments in European markets are navigating on an incomplete map.
The EU’s decision-making architecture gives every member state the power to block legislation, opt out of core commitments, or exit entirely. For organisations with material European exposure, that is not an abstract constitutional point – it is a source of structural political risk that cycles in ways market forecasts rarely anticipate. The question is not whether Europe will reform, but how fast, and what the shape of that reform means for organisations that cannot wait for the outcome.
Boards are being asked to defend a China and India strategy at the same time as they are being asked to de-risk one. The decisions cluster around capital, supply chains and market access, but the underlying question is more uncomfortable: which globalisation are we still in, and which one are we leaving. Without a credible read on that, growth plans drift and risk committees over-correct.
Most organisations deploying AI have optimised for capability, not accountability. Algorithms now shape hiring, lending, clinical diagnosis, and criminal justice at scale – but the governance structures to challenge them barely exist. The gap between what a model optimises for and what an organisation is actually accountable for is where the real risk lives.
Boards built their strategies on assumptions that no longer hold: open markets, cheap energy, predictable supply chains, and a US-led security umbrella. Sanctions, export controls, industrial policy and armed conflict now price into quarterly numbers, not just long-term scenarios. The question is no longer whether to factor geopolitics into strategy, but how to do it without freezing decisions or chasing every headline.
Boards are being asked to plan through a period in which the rules of global trade, finance, and monetary policy are visibly shifting. Leaders need a way to separate a temporary shock from a structural break. Most commentary blurs the two, and strategy built on the wrong reading is expensive to unwind.
Climate and energy decisions now turn on a physical system most boards have never been taught to read. The ocean sets the weather, moves the carbon, routes the trade and absorbs the heat, yet it enters strategy only as a line item or a disclosure. Leaders need someone who can translate that system into decisions without flattening the science.