Economic Forecasting

Why organisations work with George Papandreou He ran a G20 economy through the most acute phase of the eurozone crisis. His account of negotiating with the IMF, ECB and European Commission is operational, not theoretical. He has held the two roles that shape Greek and European foreign policy, Prime Minister and Foreign Minister, giving him an unusual horizontal view of how European institutions actually decide. As President of the Socialist International for 16 years, he built and maintained relationships with heads of government across more than a hundred parties worldwide, which informs how he reads political risk outside Europe. His current Council of Europe role as General Rapporteur on Democracy puts him inside the live work on democratic backsliding across 46 member states, not commenting on it from outside. He brings a specific, named thesis on the eurozone, that the architecture is unfinished and that the political legitimacy of monetary union is the real binding constraint, and is willing to argue it on the record. Biography highlights Prime Minister of Greece, October 2009 to November 2011, through the first sovereign debt rescue inside the euro area. Minister of Foreign Affairs of Greece, 1999 to 2004, the period of the Greek-Turkish diplomatic opening. President of the Socialist International, 2006 to 2022; now President Emeritus. General Rapporteur on Democracy, Parliamentary Assembly of the Council of Europe, with PACE adopting his June 2024 report on participatory and deliberative democracy. Fellow, Harvard University’s Center for International Affairs (1992 to 1993) and Institute of Politics (Fall 2012); led the IOP study group “(Re)designing Europe”. Grand Cross decorations from Germany, Spain, Belgium, Portugal, Finland and Sweden; TED Global 2013 speaker on democratic deficit and trust. Biography Greece reached the edge of default inside the euro in 2010. The government that called the IMF was led by George Papandreou, who took office in October 2009 with a public finance hole that nobody on the European side had priced in. The decisions made in the following 24 months, on austerity, on bondholder participation, on whether the eurozone would let a member state fail, shaped a decade of European economic policy. Papandreou had reached that chair through a long political career. He had been Foreign Minister from 1999 to 2004, the period associated with the Greek-Turkish rapprochement, and President of PASOK from 2004. From 2006 to 2022 he was President of the Socialist International, which gave him direct working relationships with heads of government and party leaders across more than a hundred countries. His current work is at the Council of Europe, where he is General Rapporteur on Democracy for the Parliamentary Assembly. In June 2024 PACE adopted his report calling on member states to strengthen participatory and deliberative processes, a substantive technical agenda rather than rhetorical concern about democratic decline. He has paired this with academic work at Harvard, including the Institute of Politics study group “(Re)designing Europe”, and earlier as a Fellow at the Center for International Affairs. For boards and executive audiences, the value is specificity. He can describe how the Eurogroup made decisions in the early hours of a Monday morning, why the political economy of monetary union remains the binding constraint on European integration, and how participatory democratic reforms now under negotiation will change the regulatory environment that companies face across Europe. Key speaking topics The eurozone, sovereign debt and the unfinished architecture of monetary union European political risk and the future of European integration Democratic backsliding and institutional reform in Europe Greece, Turkey and the eastern Mediterranean Crisis leadership at the level of national government Participatory and deliberative democracy Global governance and multilateral cooperation Ideal for Boards and executive committees with significant European exposure assessing political and sovereign risk Heads of public affairs and government relations working on EU institutional reform Investor audiences and capital allocators with euro area sovereign and equity positions Foreign policy and security forums focused on the eastern Mediterranean and Europe’s neighbourhood Audience outcomes A first-hand account of how a sovereign debt rescue inside the euro area was actually negotiated A reading of the political constraints that still sit underneath the euro and what could reopen them A view of which European democracies are most vulnerable to institutional erosion and why A clearer sense of how Council of Europe and EU-level democratic reforms will shape the operating environment A working framework for thinking about the link between economic shock, political legitimacy and policy

Why organisations work with Fraser Nelson Fifteen years editing The Spectator, the longest-running weekly in the English language, gives him a working memory of Westminster that most commentators do not have. He chairs panels and interviews senior figures for a living, which shows up on a corporate stage as pace, real questions, and genuine pushback rather than a scripted Q and A. He has argued the centre-right case on welfare, tax and growth in print and on Channel 4 Dispatches, so audiences that disagree with him still get a coherent argument rather than a talking-points loop. Sits on the board of the Centre for Policy Studies and the advisory board of the Centre for Social Justice, which keeps him close to the policy process leaders are trying to read. Won the British Press Award for Political Journalist of the Year in 2013 and Columnist of the Year at the 2025 British Journalism Awards, a twelve-year span that speaks to durability rather than a moment. Biography highlights Editor of The Spectator, 2009 to 2024. Columnist for The Times; previously a Daily Telegraph columnist for thirteen years. British Press Award, Political Journalist of the Year, 2013. Columnist of the Year, British Journalism Awards, 2025. BSME Editor of the Year (current affairs) in 2013, 2021 and 2023. Board member, Centre for Policy Studies; advisory board, Centre for Social Justice. Presenter of Channel 4 Dispatches documentaries including How The Rich Get Richer (2014) and a 2024 Wincott-Award-winning investigation into Britain’s sickness-benefits system. Biography British political reporting runs on access, and access runs on trust built over years. Fraser Nelson spent fifteen of those years editing The Spectator, from 2009 to 2024, during which the magazine’s subscriptions roughly doubled while the wider weekly market shrank. That job puts an editor on first-name terms with every Prime Minister, Chancellor and opposition leader of the period. Before The Spectator he covered business at The Times, then ran Scottish politics for The Scotsman. He now writes a weekly column for The Times, after thirteen years at the Daily Telegraph. The awards track records the endurance rather than the moment: Political Journalist of the Year at the 2013 British Press Awards, Editors’ Editor of the Year in the same year, BSME current-affairs editor of the year in 2021 and 2023, and Columnist of the Year at the 2025 British Journalism Awards. His policy work sits on the board of the Centre for Policy Studies, where he delivered the 2009 Keith Joseph Lecture, and on the advisory board of the Centre for Social Justice. That work has produced two Channel 4 Dispatches documentaries, including How The Rich Get Richer in 2014 and a 2024 investigation into Britain’s sickness-benefits system that won a Wincott Award. On stage he is most often used as a moderator and interviewer of senior figures, where the job is to pull something useful out of a Chancellor or a Cabinet minister in thirty minutes in front of a corporate audience. For clients who want the content rather than the craft, he delivers a sharp read on UK politics, economic policy, and the welfare reform debate he has argued from the centre-right for two decades. Key speaking topics UK politics and Westminster decision-making British economic policy and the case for reform Welfare, work and the long-term fiscal picture The state of British journalism and media Brexit and its unfinished consequences Panel moderation and on-stage interviews Ideal for Boards and investment committees making UK-exposed capital and hiring decisions Annual conferences that want a credible moderator for a minister, regulator or CEO panel Partner and client dinners where the brief is a half-hour read of the political year Public affairs and policy teams inside UK-regulated sectors briefing senior leadership Audience outcomes A clearer read on which Westminster signals are durable and which are noise A centre-right argument on tax, welfare and growth that a mixed room can engage with A sense of how Treasury, Number 10 and the opposition actually make decisions For moderated sessions, a sharper interview of the senior guest than the room expected

Why organisations work with Eugene Fama He is the architect of the efficient markets hypothesis and co-author of the Fama-French three-factor model, two of the handful of frameworks that genuinely shape how serious institutions set investment policy. His 2013 Nobel Memorial Prize in Economic Sciences, shared with Lars Peter Hansen and Robert Shiller, was awarded specifically for empirical analysis of asset prices, the exact question committees face when they debate active versus passive, factor exposures, or long-run return assumptions. He has sat inside the practitioner world for more than four decades as a founding director of Dimensional Fund Advisors, so the perspective he brings to a room has been stress-tested against real portfolios, not just published papers. As chairman of the Center for Research in Security Prices at Chicago Booth, he oversees the dataset that underpins modern empirical finance, which gives his reading of current market behaviour an evidential weight few others can match. Before him, “what works in markets” was largely opinion. After his research, it became a testable claim. Institutions that care about fiduciary defensibility value that shift directly. Biography highlights Nobel Memorial Prize in Economic Sciences, 2013, for empirical analysis of asset prices. Robert R. McCormick Distinguished Service Professor of Finance, University of Chicago Booth School of Business. Chairman of the Center for Research in Security Prices (CRSP) at Chicago Booth. Founding director and member of the Investment Research Committee at Dimensional Fund Advisors. Author of more than 100 journal articles and the books “The Theory of Finance” (with Merton Miller), “Foundations of Finance”, and “The Fama Portfolio”. First recipient of the Deutsche Bank Prize in Financial Economics (2005), the Morgan Stanley AFA Award for Excellence in Finance (2007) and the Onassis Prize in Finance (2009). Biography Most of what financial markets look like from a trading floor was, until the 1960s, a matter of opinion. “Efficient Capital Markets: A Review of Theory and Empirical Work”, published in the Journal of Finance in May 1970, reframed the question as an empirical one and forced the industry to answer it with data. Eugene Fama wrote that paper while on the Chicago faculty he has now held for more than five decades. The body of work that followed is the intellectual spine of evidence-based investing. The 1992 paper with Kenneth French, “The Cross-Section of Expected Stock Returns”, established that exposure to market, size and value factors explained the overwhelming share of historical returns in diversified portfolios. That result is why index and factor strategies now dominate institutional allocation, and why active managers are held to a much harder standard than they were a generation ago. The Royal Swedish Academy of Sciences awarded the 2013 Nobel Memorial Prize in Economic Sciences jointly to Fama, Lars Peter Hansen and Robert Shiller for their empirical analysis of asset prices. At the University of Chicago Booth School of Business he holds the Robert R. McCormick Distinguished Service Professorship and chairs the Center for Research in Security Prices, the dataset underneath most serious empirical finance. Since 1981 he has served as a founding director of Dimensional Fund Advisors, where the research has been deployed inside real portfolios at institutional scale. For boards and investment committees, the value is specific. He is the person who built the framework they are implicitly using when they debate active fees, factor tilts, or long-horizon assumptions, and he has stayed close enough to practice to speak to those debates with current evidence rather than historical summary. Key speaking topics Market efficiency and the empirical behaviour of asset prices The Fama-French factor models and expected returns Evidence-based and index-driven investment strategy Portfolio construction, diversification and long-horizon risk Active versus passive management under fiduciary constraints Empirical methods in financial economics Ideal for Boards, investment committees and trustees of pensions, endowments and sovereign funds CIOs, CFOs and heads of treasury setting long-horizon capital policy Asset managers, wealth managers and financial services executives refining their investment philosophy Academic and policy audiences engaged with capital markets research Audience outcomes A sharper read on what the empirical record actually says about predicting and beating markets A clearer basis for evaluating active managers, factor strategies and fee structures Language and evidence to defend long-horizon, diversified policy choices to stakeholders Direct engagement with the researcher whose frameworks sit underneath modern portfolio policy Grounded perspective on where current market debates diverge from, or align with, the empirical evidence

Why organisations work with Ernesto Zedillo He has run a major economy through a currency crisis and a peaceful democratic transition, and can speak to macroeconomic decision-making with first-hand authority rather than commentary. He directs Yale’s globalization programme, which gives his reading of trade policy, capital markets and multilateral institutions an analytical base that short-horizon geopolitical speakers cannot match. His service on The Elders, the Group of Thirty and the Global Commission on Drug Policy puts him inside the rooms where international policy is actually debated, not outside them. Twenty years of independent directorships at Citigroup, Alcoa and Procter and Gamble mean he understands how boards translate geopolitical risk into capital allocation, and speaks to corporate audiences in their terms. He is the architect of Progresa, the conditional cash-transfer model later adopted from Brazil to New York City, which gives him a credible track record on social policy design as well as macro policy. Biography highlights President of Mexico, 1994 to 2000, following senior roles as Secretary of Education, Secretary of Economic Programming and the Budget, and Deputy Director of the Central Bank of Mexico. Frederick Iseman ’74 Director of the Program for the Study of Globalization at the Yale Jackson School of Global Affairs, with professorships in International Economics and Politics and at the Yale School of the Environment. Member of The Elders, the Group of Thirty, the Global Commission on Drug Policy, and the Kofi Annan Commission on Elections and Democracy in the Digital Age. Independent Director of Citigroup (since 2010), Alcoa (2002 to present in current form) and Procter and Gamble (2001 to 2019); international advisory board member at BP. Editor of influential volumes including Trade in the 21st Century (2021), The Future of Globalization (Routledge, 2008), Global Warming: Looking Beyond Kyoto (Brookings, 2008) and Reforming the United Nations for Peace and Security (2005); Forbes columnist, 2001 to 2007. Recipient of the Franklin D. Roosevelt Freedom from Fear Award, the Berkeley Medal, Yale’s Wilbur Cross Medal, and honorary degrees from Yale, Harvard and the Hebrew University of Jerusalem, among others. Biography Mexico entered 1995 with a collapsing peso, dollar-denominated short-term debt the government could not roll over, and an incoming president six weeks into office. The policy response shaped how emerging-market crises have been handled since. Ernesto Zedillo led that government, and six years later handed power to an opposition candidate in the country’s first democratic transition of the modern era. That experience sits behind the work he has done at Yale since 2002, where he directs the Program for the Study of Globalization at the Jackson School of Global Affairs. The programme has produced a stream of edited volumes on the live questions in trade, climate policy, UN reform and drug policy, with Zedillo as editor and author. His Forbes column ran for six years. His reading of globalization is not theoretical; it is built on governing through one of the defining episodes of the era and staying close to the policy conversation ever since. What makes him useful to corporate audiences is the combination of that academic base with two decades of independent directorships at Citigroup, Alcoa and Procter and Gamble. He has sat on the audit and risk side of multinational boards through the 2008 crisis, the rise of trade friction with China, and the reorganisation of supply chains. He knows how geopolitical analysis translates, or fails to translate, into capital decisions. He continues to serve on The Elders, the Group of Thirty, and the Rockefeller Foundation’s work on planetary health. He was the architect of Progresa, the Mexican conditional cash-transfer programme that Brazil, Colombia and dozens of other governments later adapted. The range matters because the argument he brings to a board or executive audience is not a topic briefing. It is a view of where the international system is heading from someone who has governed inside it, taught it, and helped steer large companies through it. Key speaking topics Globalization and the future of the international trading system Macroeconomic policy and emerging-market risk Geopolitical shifts and multilateral institutions US-Mexico relations and North American economic integration Climate policy and international cooperation Social policy design and conditional cash-transfer programmes Global governance reform Ideal for Board and C-suite audiences weighing country risk, trade exposure and cross-border capital allocation Financial services, industrial and consumer-goods companies with significant emerging-market or Latin American footprints CEO forums, investor conferences and policy gatherings that need a credible read on globalization and geopolitical risk Public sector and multilateral audiences working on trade policy, development finance or social policy design Audience outcomes A sharper read on what the unwinding of the post-1990 trade order means for corporate strategy A direct account of how a government actually makes decisions during a currency and debt crisis, and what that implies for today’s sovereign risk A realistic view of where multilateral institutions still function and where they do not An informed perspective on US-Mexico economic relations and North American supply chain strategy A grounded framework for thinking about social policy design, drawn from the Progresa experience

Why organisations work with Desmond Lachman Three careers in one seat: IMF crisis rooms, Salomon Smith Barney’s emerging-markets strategy desk, and two decades of published analysis at AEI. Very few macro commentators have worked the lender, the investor, and the think-tank perspectives on the same problem. A track record of specific named calls, not generic warnings. Argentina’s default, the US housing bust, and the eurozone sovereign-debt stress were all argued in print before they broke. Active columnist at Project Syndicate with regular bylines in the Financial Times, Wall Street Journal, Bloomberg, and Barron’s. What a client hears in a private session is the same argument serious financial readers are getting in print that week. A clear, unhedged house view on US fiscal sustainability, tariff shocks, and dollar risk. Useful for boards that want a counterweight to consensus forecasts from sell-side research. Fluency in the multilateral architecture. When the IMF, World Bank, or G20 becomes the story, he can explain what those institutions will and will not do, from direct experience inside them. Biography highlights Senior Fellow, American Enterprise Institute, since 2003 Former Deputy Director, IMF Policy Development and Review Department; earlier Senior Advisor in the Western Hemisphere and European Departments Former Managing Director and Chief Emerging Market Economic Strategist, Salomon Smith Barney Adjunct Professor, Johns Hopkins University (SAIS) and Georgetown University Columnist at Project Syndicate; regular contributor to the Financial Times, Wall Street Journal, Bloomberg, Barron’s, The Hill BBC Newsnight “Chart of the Year”, 2011, for his 10-year euro yields graph; credited by Bloomberg with calling the global credit crisis and eurozone stress PhD in Economics, Cambridge University; BA, University of the Witwatersrand Biography The argument that US debt dynamics and the dollar’s reserve status are unassailable is exactly the assumption Desmond Lachman has been dismantling in print for years. His Project Syndicate columns and AEI essays make the case that America is beginning to show the fiscal and currency signatures of a troubled emerging-market economy, and that the response from the IMF and major central banks will be slower and more constrained than markets are pricing. The credibility of that view rests on a career built across the three institutions that shape these outcomes. At the IMF, Lachman rose to Deputy Director of the Policy Development and Review Department after a decade as Senior Advisor in the Western Hemisphere and European Departments, the years that included the Mexican peso crisis and the build-up to Argentina’s default. He then moved to Salomon Smith Barney as Managing Director and Chief Emerging Market Economic Strategist, advising institutional investors on the same sovereign risks from the buy side. Since 2003 he has been a Senior Fellow at the American Enterprise Institute, with adjunct chairs at Johns Hopkins and Georgetown. He writes regularly for the Financial Times, the Wall Street Journal, Bloomberg, Barron’s, and The Hill, and is interviewed on CNBC, BBC, NPR, and CNN when the story is sovereign debt, tariffs, or currency stress. BBC Newsnight picked his 10-year euro yields chart as Chart of the Year in 2011; Bloomberg credited him with calling the global credit crisis and the strains that the euro would create among member states. For a board or investment committee, the value is pointed: Lachman will name the scenarios, the trigger variables, and the policy responses he expects, and he will tell a room why the official forecasts are wrong when he believes they are. Key speaking topics US fiscal sustainability and sovereign debt risk The dollar and global reserve currency dynamics Eurozone macro and sovereign stress Emerging-market crises and capital flows Tariffs, trade policy, and the global economy The IMF, World Bank, and multilateral lender behaviour Inflation, interest rates, and central bank policy Ideal for Boards and investment committees setting multi-year capital allocation against macro and currency risk CFO, treasurer, and corporate-risk audiences stress-testing sovereign, FX, and rate exposure Asset managers, banks, and insurers briefing clients on emerging-market and eurozone outlooks Policy, trade, and government-affairs leaders tracking tariff and multilateral-lender dynamics Audience outcomes A specific read on where US fiscal and dollar risk sits in the current cycle, with the variables to watch A working mental model of how sovereign debt crises actually unfold, drawn from cases Lachman worked at the IMF and from Wall Street A candid view on what the IMF and major central banks will and will not do in the next stress episode Sharper questions to put to sell-side research and in-house economists on tariffs, currency, and emerging-market exposure

Why organisations work with David Smith More than three decades of reading the UK economy from inside the same national-press seat, which gives audiences a continuous interpretive line on monetary policy, fiscal cycles and recovery patterns that no rotating commentator can offer. A working journalist’s access. Smith writes the weekly Sunday Times economics column and a Times column, so briefings draw on live contact with policy thinkers, Treasury officials and City economists, not retrospective analysis. Authored catalogue covering the Thatcher-era monetarist experiment, the 2008 financial crisis, the China and India growth story, and post-crisis Britain. Few UK economics speakers can place a current decision against that depth of written record. Trusted by sector audiences for Budget and Spending Review briefings, including recurring briefings for the Disruptive Innovators Network in housing, which signals he reads as relevant to operational leaders, not just finance specialists. Academic credibility without academic remove: Honorary Professor at Nottingham and Visiting Professor at Cardiff, while still writing weekly for the national press. Biography highlights Economics Editor of The Sunday Times since 1989; also chief leader-writer, assistant editor and policy adviser. Weekly columnist for The Times since 2016. Honorary Professor, Faculty of Social Sciences, University of Nottingham; Visiting Professor, Cardiff University. Author of Free Lunch: Easily Digestible Economics, The Dragon and the Elephant, The Age of Instability, Something Will Turn Up and earlier titles including The Rise and Fall of Monetarism and North and South. Harold Wincott, Senior Financial Journalist of the Year; Economics Commentator of the Year (2013); Business Journalist of the Year, London Press Awards (2014); Property Columnist of the Year. Highly Commended Feature Writer of the Year at the British Press Awards (2008). Biography UK economic policy has been rewritten at least three times in a generation: the monetarist experiment, the response to the 2008 crash, and the post-pandemic reset of inflation, rates and public spending. Reading each of those shifts as they happened, in the same national newspaper column, is a rare position. That is the seat David Smith has held since 1989. As Economics Editor of The Sunday Times, chief leader-writer and assistant editor, Smith writes the paper’s weekly economics column and contributes a separate weekly column to The Times. The work is grounded in continuous contact with Treasury officials, Bank of England watchers and City economists, which is why corporate audiences treat his Budget and Spending Review briefings as a baseline read rather than a comment piece. His books extend that frame backwards and outwards. The Rise and Fall of Monetarism, From Boom to Bust and North and South, track the structural arguments inside the UK economy. The Dragon and the Elephant set out the China and India growth story before it was a consensus board topic. The Age of Instability and Something Will Turn Up read the 2008 crisis and its long tail. The catalogue gives him a historical baseline that most current commentators do not have. Academic affiliations sit alongside the journalism rather than replacing it. Smith is Honorary Professor in Nottingham’s Faculty of Social Sciences and a Visiting Professor at Cardiff University, and has lectured at Nottingham’s Malaysia and Ningbo campuses. His awards record, including the Harold Wincott Senior Financial Journalist of the Year, the 2013 Economics Commentator of the Year and the 2014 Business Journalist of the Year at the London Press Awards, marks him as the commentator other commentators read. Key speaking topics UK economic policy and the Budget Bank of England and interest rate outlook Global markets and the US Federal Reserve UK and Europe after Brexit UK housing and property markets China, India and the shifting global economic order Long-run outlook for the UK economy Ideal for Boards and executive teams making capital allocation, hiring or pricing decisions against a moving macro picture CFOs, treasurers and heads of strategy are briefing leadership on the UK and global economic outlook Property, housing and real-estate leadership audiences planning against rate and policy cycles Annual conferences, partner meetings and client events are looking for a senior, non-partisan read of the UK economy Audience outcomes A clear, current read of where UK growth, inflation and interest rates are heading and what is driving each A view on the next Budget or fiscal event and how it changes the operating environment A grounded sense of how UK conditions sit against US, European and Asian economic shifts Confidence in distinguishing genuine structural change from short-term political and market noise Specific reference points from three decades of UK economic cycles that audiences can use in their own planning conversations

Why organisations work with Daniel Thorniley He has spent more than three decades inside the operational reality of CEEMEA business, first as Senior Vice President at The Economist Group in Vienna for 23 years, now as President of DT-Global Business Consulting. The intelligence is primary, not secondary. Through DT-Global and the CEEMEA Business Group, he convenes a standing network of country managers and regional executives from multinationals across the region, which means briefings are grounded in what operators are actually seeing. He translates political and macroeconomic shifts into commercial decisions: pricing, distribution, partnerships, headcount, capex. Regional MDs can use the output the week they hear it. Oxford-trained in Soviet political economy with a doctorate, and co-author of “Emerging Markets: Lessons for Business Success” (Profile Books, The Economist series), so the regional judgement is backed by published work and academic credentials, not just consultancy experience. Non-executive member of the Global Advisory Board of AECOM, with long-standing advisory relationships across major European and US corporations. He is used to speaking in the idiom of the board. Biography highlights Oxford University: BA, diploma and doctorate in Soviet political economy. Senior Vice President and Senior Consultant, The Economist Group, Vienna office, for 23 years. Founder and President, DT-Global Business Consulting GmbH, Vienna. Co-founder, CEEMEA Business Group, an advisory network for regional executives operating across Central and Eastern Europe, the Middle East and Africa. Co-author, “Emerging Markets: Lessons for Business Success and the Outlook for Different Markets” (Profile Books / The Economist, 2004) with Nenad Pacek; author of a Palgrave Macmillan study on Soviet rural political economy. Member, Global Advisory Board, AECOM. Has briefed audiences including NATO, the United Nations, and corporate clients such as Coca-Cola, Procter and Gamble, Ernst and Young, Robert Bosch and Raiffeisen. Biography CEEMEA markets do not reward general-purpose economic commentary. A multinational running operations across Poland, Turkey, the Gulf, South Africa and, until recently, Russia needs someone who can say what the next two quarters look like in each of those environments and what to do about it. That is the gap Thorniley has built his career around. For 23 years he was Senior Vice President and Senior Consultant at The Economist Group in Vienna, covering global corporate trends and emerging markets. When the Vienna office closed in 2008, he founded DT-Global Business Consulting and co-founded the CEEMEA Business Group. Both serve the same buyer: a regional executive or board member who needs primary-source intelligence on CEE, CIS and MEA, not a repackaged macro report. The distinctive asset is the network. DT-Global and CEEMEA Business Group convene country managers and senior executives from multinationals with a regional presence, which means the analysis he delivers is built on what operators are seeing in their own P&Ls. That shows up in how the briefings are pitched, with specific guidance on pricing, distribution, staffing and capital allocation rather than high-altitude commentary. The academic foundation matters because the region rewards it. His Oxford doctorate in Soviet political economy and his Palgrave Macmillan monograph sit behind three decades of reading Russia and its neighbours; his co-authored Profile Books volume on emerging markets, written with Nenad Pacek under The Economist imprint, distilled the operational playbook for multinationals entering frontier economies. Sir John Major has publicly called him the world’s leading business expert on emerging markets. Key speaking topics CEEMEA economic and political outlook Russia, CIS and Central Asia business environment Central and Eastern Europe corporate strategy Middle East and Africa market entry and growth Global emerging markets risk and opportunity Multinational operating models in frontier economies Ideal for Boards and executive committees of multinationals with material CEEMEA exposure Regional presidents, country managers and EMEA leadership teams Corporate strategy, risk intelligence and government affairs functions Annual leadership offsites and investor or partner conferences focused on emerging markets Audience outcomes A clear read on where CEE, CIS and MEA economies are heading in the next two to four quarters A practical view on how political risk is translating into pricing, distribution and hiring decisions on the ground Specific guidance on which markets in the region to lean into, which to hold, and which to reassess A framework for stress-testing corporate assumptions about Russia, Turkey, the Gulf and Sub-Saharan Africa Candid answers on how peer multinationals are adjusting their regional operating models

Why organisations work with Daniel Gros Direct lineage to the euro’s creation. As Economic Adviser to the Delors Committee, he worked on the blueprint that became Europe’s monetary union, and still publishes on its unfinished architecture. Two decades steering CEPS, Europe’s leading independent economic policy think tank, give him a working map of Brussels, Frankfurt, and national capitals that few outside economists can match. Current director of the Institute for European Policymaking at Bocconi University, with live research output on EU competitiveness, defense financing, and the middle-technology trap. Adviser to the European Parliament and former member of the Advisory Scientific Council to the European Systemic Risk Board, with standing counsel histories to governments in Greece, the UK, and the US. A syndicated Project Syndicate columnist whose positions often move ahead of consensus, useful for boards trying to separate durable shifts from noise. Biography highlights Director, Institute for European Policymaking at Bocconi University. Director of the Centre for European Policy Studies (CEPS), 2000 to 2020. Economic Adviser to the Delors Committee, European Commission, on the design of the euro. Former economist at the International Monetary Fund. Adviser to the European Parliament; former member of the Advisory Scientific Council to the European Systemic Risk Board. Co-author of European Monetary Integration (with Niels Thygesen) and Open Issues in European Central Banking (with Lorenzo Bini Smaghi); syndicated columnist for Project Syndicate. Biography The euro was designed in the late 1980s inside a committee chaired by Jacques Delors. Daniel Gros was the economic adviser on that committee, one of the technical authors of a currency now used by more than 340 million people. That origin shapes how he reads every European crisis since. For twenty years he ran the Centre for European Policy Studies in Brussels, the think tank most closely wired into EU institutions. Under his direction CEPS became a first reference for finance ministries, central banks, and the European Parliament on questions of monetary union, enlargement, and financial stability. He now directs the Institute for European Policymaking at Bocconi University, where his research agenda has moved to EU competitiveness, defense financing, Chinese industrial policy, and what he calls the middle-technology trap. His authority rests on two things working together. The first is technical depth: a University of Chicago PhD, a career inside the IMF and European Commission, co-authorship of the standard textbook on European monetary integration. The second is access. He advises the European Parliament, has counselled governments in Greece, the UK, and the US, and sat on the Advisory Scientific Council to the European Systemic Risk Board. What he gives a senior audience is the ability to distinguish structural change from cyclical noise in the European economy. His Project Syndicate columns often take positions ahead of the Brussels consensus, which is the useful test of whether a commentator is describing reality or repeating it. Key speaking topics Eurozone economic policy and monetary union EU competitiveness and industrial strategy European defense financing and fiscal capacity Geopolitical economic risk and EU-China relations The international role of the euro European banking, financial stability, and capital markets EU enlargement and the political economy of integration Ideal for Boards and executive committees of European financial institutions, asset managers, and insurers pricing eurozone and sovereign risk. CEOs, CFOs, and strategy leads at multinationals reassessing European market exposure against US and Chinese policy shifts. Government relations, policy, and public affairs leaders tracking Brussels and Frankfurt decisions that affect capital allocation. Investor conferences and economic outlook events briefing senior audiences on EU macro conditions. Audience outcomes A sharper read on where the eurozone’s architecture is still fragile and where it is more resilient than headlines suggest. A working view of the EU competitiveness agenda, including industrial policy, defense spending, and the middle-technology trap. Clarity on how European responses to Chinese industrial policy and US tariff shifts will reshape capital flows and trade. A named set of indicators and policy triggers to watch over the next 12 to 24 months. Answers calibrated to senior decision-makers, drawing on direct experience advising parliaments, central banks, and governments.

Why organisations work with Dani Rodrik His “political trilemma of the world economy” – the argument that deep globalisation, national sovereignty, and democracy cannot all coexist simultaneously – gives leaders a precise framework for understanding trade conflict, populist backlash, and the limits of multilateral governance. No other speaker in this space originated a framework with comparable analytical reach. He was an early and rigorous critic of hyperglobalisation decades before it became a mainstream concern – his 1997 book Has Globalization Gone Too Far? challenged the economic consensus at a time when that consensus was near-universal. That track record gives his current views on de-globalisation a weight that commentary-based speakers cannot match. His most recent research on industrial policy – including the 2024 Annual Review of Economics paper “The New Economics of Industrial Policy” – provides organisations with an evidence-based lens on why governments are intervening in markets again, and what conditions make those interventions work or fail. His co-directorship of the Reimagining the Economy Program at Harvard Kennedy School, combined with long-standing engagement with the World Bank, IMF, and national governments, grounds his arguments in institutional and policy realities rather than theoretical abstractions. He addresses the specific commercial tension that most economists avoid: that markets require states, but too much globalisation undermines the states that markets depend on – a paradox directly relevant to any organisation managing regulatory risk, supply chain exposure, or international strategy. Biography highlights Ford Foundation Professor of International Political Economy, Harvard Kennedy School; formerly Albert O. Hirschman Professor, Institute for Advanced Study, Princeton Originator of the “political trilemma of the world economy” – one of the most cited frameworks in international economic theory Princess of Asturias Award for Social Sciences, 2020; Albert O. Hirschman Prize (inaugural), Social Science Research Council, 2007; Leontief Prize for Advancing the Frontiers of Economic Thought, Tufts University, 2002 President of the International Economic Association, 2021-23 Author of more than twenty books including The Globalization Paradox (2011), Straight Talk on Trade (2017), and Shared Prosperity in a Fractured World (Princeton University Press, 2025) Regular contributor to Project Syndicate since 1998; affiliated with the National Bureau of Economic Research and the Centre for Economic Policy Research, London Member of the Pontifical Academy of Social Sciences; co-director, Reimagining the Economy Program, Harvard Kennedy School Biography Dani Rodrik has spent three decades making a single, uncomfortable argument: that the version of globalisation advanced since the 1990s contained the seeds of its own political destruction. His 2000 paper coining the “political trilemma of the world economy” – the claim that deep globalisation, national sovereignty, and democracy cannot coexist simultaneously – now reads less like a provocation than a forecast. Brexit, the rise of economic nationalism, and the collapse of the trade consensus have all traced the fault lines he identified. His 2011 book The Globalization Paradox gave the trilemma its fullest treatment: markets require functioning states, but aggressive global integration progressively undermines the democratic legitimacy that states need to operate. The book has become a reference point for policymakers and strategists trying to understand why the rules-based international order is under pressure from within its own societies, not only from geopolitical rivals. More recently, Rodrik has turned the argument forward. His work at Harvard’s Reimagining the Economy Program, his 2024 Annual Review of Economics paper on the new economics of industrial policy, and his 2025 book Shared Prosperity in a Fractured World set out the conditions under which governments can use selective intervention to create good jobs, reduce inequality, and manage the green transition without sacrificing the open economy entirely. The argument is neither protectionist nor conventionally liberal – it is a structured case for how managed markets can deliver outcomes that free markets, left alone, will not. At Harvard Kennedy School, where he has held the Ford Foundation Chair in International Political Economy since 1996, Rodrik has advised the World Bank, contributed monthly analysis to Project Syndicate since 1998, and served as President of the International Economic Association. His awards – including the Princess of Asturias Award for Social Sciences and the inaugural Albert O. Hirschman Prize of the Social Science Research Council – recognise a body of work that has demonstrably reshaped how economists and policymakers talk about trade, development, and the relationship between markets and democracy. Key speaking topics The political trilemma of globalisation Trade policy and economic nationalism Industrial policy and the future of manufacturing Economic development and growth strategy Inclusive prosperity and the labour market Geopolitics and the international economic order Post-neoliberal economic policy The relationship between democracy and market integration Ideal for Government ministers, central bank officials, and senior civil servants navigating trade and industrial policy decisions Board-level strategy and risk committees assessing geopolitical and regulatory exposure International economic forums, sovereign wealth funds, and multilateral institutions Chief economists and global research heads at financial institutions Audience outcomes A precise analytical framework – the political trilemma – for diagnosing why trade and globalisation conflicts are structural rather than episodic Clearer understanding of the conditions under which industrial policy and managed trade create value, and when they do not Insight into the relationship between economic inequality, democratic instability, and the pressures on international institutions A sharper vocabulary for board and government conversations about de-globalisation, reshoring, and the limits of multilateral governance Historical and comparative perspective on which economic policy models have produced broad-based growth in developing and advanced economies

Why organisations work with Bjørn Lomborg He brings a formal economic framework, developed with Nobel laureate economists through the Copenhagen Consensus project, for ranking interventions by return on spend rather than political salience. His argument is specific and well-published: The Skeptical Environmentalist (Cambridge University Press, 2001), False Alarm (Basic Books, 2020), and Best Things First (2023, named a Best Book of the year by The Economist) give boards a documented thesis to engage with. He is one of the few commentators on climate economics taken seriously in policy and finance rooms while remaining openly sceptical of orthodox climate spending priorities, which is valuable for leadership teams wanting a genuine debate rather than a consensus reaffirmation. He speaks the language of trade-offs, not advocacy, which suits boards and investment committees that have to defend capital allocation to shareholders and regulators. His institutional base (Copenhagen Consensus Center, Hoover Institution at Stanford, Copenhagen Business School) gives a clear provenance that buyers can cite internally. Biography highlights President and founder, Copenhagen Consensus Center. Visiting Fellow, Hoover Institution, Stanford University. Visiting Professor, Copenhagen Business School. Ph.D. in Political Science, University of Copenhagen. Author of The Skeptical Environmentalist, Cool It, False Alarm, and Best Things First. Named to TIME Magazine’s 100 Most Influential People (2004); Top 100 Global Thinker, Foreign Policy (2011, 2012). Biography Most climate and development debate is framed as moral argument. Lomborg’s career has been spent reframing it as an allocation problem. Through the Copenhagen Consensus Center, which he founded and leads, he works with more than 300 economists, including seven Nobel laureates, to rank global interventions by cost and benefit rather than by political attention. That method produced the thesis running through his published work. The Skeptical Environmentalist, published by Cambridge University Press in 2001, argued that many accepted environmental narratives did not match the data. Cool It and False Alarm, the latter from Basic Books in 2020, applied the same analytic discipline to climate policy. Best Things First, published in 2023, ranks twelve interventions by expected human and economic return and was named a Best Book of 2023 by The Economist. His institutional base reflects the seriousness of the work. He holds a Ph.D. in Political Science from the University of Copenhagen, is a Visiting Fellow at the Hoover Institution at Stanford University, and a Visiting Professor at Copenhagen Business School. TIME Magazine named him one of the 100 Most Influential People in 2004. Foreign Policy placed him on its Top 100 Global Thinkers list in 2011 and again in 2012. Lomborg is a contested figure in climate debate, and boards hire him knowing that. The value is a disciplined, published, defensible argument that forces leadership teams to compare what they are spending on sustainability with what that spend actually delivers. Key speaking topics Cost-benefit analysis in climate and development policy Climate economics and capital allocation Global development priorities and the Sustainable Development Goals Evidence-based policymaking ESG and sustainability trade-offs Long-horizon risk and resource allocation Ideal for Board and executive audiences reviewing climate and ESG capital allocation Chief sustainability officers and chief risk officers working through net-zero trade-offs Investment committees and asset owners stress-testing climate assumptions Policy, philanthropy, and development leaders ranking interventions under fixed budgets Audience outcomes A clear framework for comparing climate and development interventions by measurable return, not political profile. A working vocabulary for challenging internal ESG and sustainability spending claims. Exposure to the Copenhagen Consensus ranking method and how it has been applied to real policy choices. A more defensible position when boards are asked how their climate capital is justified.

Why organisations work with Bert Rürup He has held the top advisory seat in German economics. As chairman of the German Council of Economic Experts from 2005 to 2009, he advised the federal government on the macroeconomic questions boards now face in their own planning. His work is embedded in German statute. The “Rürup Commission” he chaired set the path for raising the statutory retirement age to 67, and the Rürup-Rente pension product is named after him. He runs an active research platform. As President of the Handelsblatt Research Institute since 2013 and Chief Economist of Handelsblatt since 2017, he produces a continuous read on European macro conditions that boards can pressure-test against their own assumptions. He connects demographics to the balance sheet. Few speakers translate pension, healthcare, and labour-supply shifts into the fiscal and wage-cost consequences that actually show up in corporate plans. Biography highlights Chairman of the German Council of Economic Experts, 2005-2009. Chairman of the 2002-2003 federal commission on the long-term financing of pension, health and long-term care insurance, known as the Rürup Commission. President of the Handelsblatt Research Institute since 2013; Chief Economist of Handelsblatt since 2017. Former Professor of Economics at Darmstadt University of Technology, with earlier chairs at the University of Essen. Chairman of the Social Advisory Council for Pension Insurance, 2000-2009. Recipient of the Commander’s Cross of the Order of Merit of the Federal Republic of Germany. Biography Germany’s pension architecture, labour supply, and fiscal outlook have been reshaped over the last two decades by a small number of expert commissions. Bert Rürup chaired the most consequential of them. The 2002-2003 federal commission he led on pensions, health and long-term care recommended the gradual rise of the statutory retirement age to 67, and gave its name to the Rürup-Rente, the state-subsidised private pension introduced in 2005. From 2005 to 2009 he chaired the German Council of Economic Experts, the country’s senior macroeconomic advisory body to the federal government. Before and after that role he sat on the Social Advisory Council for Pension Insurance, and on the Pension Reform Commission under Federal Minister Walter Riester. For boards trying to read German and European macro signals, the point is simple: he has been inside the rooms where those signals were shaped. Since 2013 he has led the Handelsblatt Research Institute, the research arm of Germany’s leading business daily, and since 2017 has been its Chief Economist. That platform keeps his work in weekly circulation among European senior management and investors, and gives corporate audiences a direct line into the macro debate as it is happening. His academic foundation sits at Darmstadt University of Technology, where he held a chair in economics, and earlier at the University of Essen. He holds an honorary doctorate and has been awarded the Commander’s Cross of the Order of Merit of the Federal Republic of Germany for his contribution to German economic policy. Key speaking topics German and European macroeconomic outlook Pension systems and the future of the welfare state Demographic change and its fiscal consequences Labour markets and workforce supply in Europe Public finance and fiscal policy The future of work in an ageing Europe Ideal for Boards and executive committees planning multi-year capital and workforce commitments in Europe CFOs, heads of reward, and pensions trustees reassessing long-term benefit liabilities Senior policy and government relations leaders in financial services, insurance, and industrial groups Investor conferences and strategy offsites that need a credible German macro view Audience outcomes A clearer reading of where German and European macro conditions are heading over the medium term A concrete sense of how demographic and pension policy shifts translate into labour cost and tax exposure Language senior audiences can use internally to talk about fiscal and welfare-state risk A view from inside the policy apparatus, not a commentator’s view of it

Why organisations work with Anthony Hilton Five decades inside the City press, from trainee on The Guardian in 1968 to City Editor of The Times and the Evening Standard, give audiences a working memory of how UK financial crises, regulatory shifts and market cycles actually play out. A named position of record. As Senior Commentator for The Independent and The Standard his arguments on markets, pensions and the economy are already in public circulation, so organisations get a writer whose views are testable. Specific authority on pensions and long-term savings, an area he has covered as a weekly columnist for more than 30 years and on which he has been singled out by UK pensions industry awards. A track record of calling the 2008 crash, recognised by the University of Aberdeen with an honorary degree in 2010 for articles from 2005 to 2007 warning that the financial system was heading for trouble. Deep fluency in corporate and financial communication, drawn from his book How to Communicate Financial Information to Employees and a career running the editorial operation at the Evening Standard as Managing Director. Biography highlights Senior Commentator for The Independent and The London Standard, writing on markets, pensions, investor relations and the economy. Former City Editor of The Times (1981 to 1983) and City Editor of the Evening Standard (1984 to 1989), then Managing Director of the Evening Standard from 1989. Author of City Within a State: A Portrait of Britain’s Financial World, a study of how the City of London really works. Wincott Prize for Business Journalism; Business Journalist of the Year and Outstanding Achievement in Financial Journalism at the 2014 ABI Financial Media Awards; Association of British Insurers Commentator of the Year (twice); Decade of Excellence Award, World Press Awards, 2007. Honorary degree from the University of Aberdeen, 2010, for services to journalism, including articles from 2005 to 2007 predicting the financial crash; MA in Economics, University of Aberdeen. Joint founder and past non-executive chairman of Newsdesk Media Group; Visiting Professor in Economics at London Metropolitan University, 2010 to 2012; former Editor of Accountancy Age. Biography The 1970s sterling story, the 1980s Big Bang, the dotcom crash, the 2008 banking collapse and the pensions and inflation shocks since: the same journalist has covered them in real time for a general reader, inside the British national press. That continuity is unusual, and it is the reason senior audiences listen when Anthony Hilton explains what is happening in the City. He joined Fleet Street in 1968 as a trainee on The Guardian, moved to New York in 1978 as Business Correspondent for the Sunday Times, and returned in 1981 to become City Editor of The Times. From 1984 he was City Editor of the Evening Standard, then its Managing Director from 1989, before returning to writing. He is now Senior Commentator for The Independent and The London Standard. The published argument is the other half of the case. City Within a State set out how the City of London actually works as a system of firms, regulators and capital flows. How to Communicate Financial Information to Employees codified what he has observed boards and finance chiefs get wrong when talking about money to their own people. His weekly columns on pensions, investor relations and the economic outlook have run for more than 30 years. The recognition is from bodies that matter in the field. The Wincott Prize for Business Journalism, Business Journalist of the Year and Outstanding Achievement in Financial Journalism at the 2014 ABI Financial Media Awards, and Commentator of the Year from the Association of British Insurers, twice. The University of Aberdeen awarded him an honorary degree in 2010 in recognition of columns from 2005 to 2007 that warned the financial system was heading for serious trouble. Key speaking topics UK economic outlook and policy City of London, markets and investor relations Pensions, long-term savings and retirement policy Corporate governance and financial communication Financial journalism and the media view of business Economic history and lessons from past UK financial crises Ideal for Boards and CEOs in financial services, asset management, insurance and pensions needing an informed macro and markets read CFOs, heads of investor relations and corporate communications teams preparing for scrutiny from the City press Pensions trustees, scheme sponsors and providers running strategy or member communication programmes Conferences and industry dinners needing a senior City commentator as host, moderator or after-dinner speaker Audience outcomes A clearer read on how UK economic policy, Bank of England decisions and market conditions intersect with their own sector A working columnist’s view on how the City press is interpreting their industry and their company Named historical reference points for making sense of current market and pensions stress A sharper frame on pensions and long-term savings policy for employers and trustees An argument on where the UK economy is heading and what that implies for strategy and communication