Economic Forecasting

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

Why organisations work with Alex Brummer Five decades of front-line financial reporting, from the 1976 sterling crisis to the 2008 banking collapse to the post-Brexit settlement, give audiences a working memory of how financial crises actually unfold. A named position of record. As City Editor of the Daily Mail he writes the paper’s daily view on business, markets and the economy, which means organisations get an author whose arguments are already in public circulation. Book-length theses backed by serious publishers. Bad Banks on financial system fragility and The Great British Reboot (Yale University Press, 2020) on UK economic strategy give audiences a coherent argument, not a survey. Specific expertise on pensions and long-term savings, the subject of The Great Pensions Robbery, which matters to any organisation running a material defined benefit liability or rethinking retirement provision. Award weight from credible bodies: Wincott Senior Financial Journalist of the Year, British Press Awards Financial Journalist of the Year, Overseas Press Club of New York for US coverage. Biography highlights City Editor of the Daily Mail since May 2000, writing the paper’s daily commentary on business, markets and the economy. 26 years at The Guardian in senior roles including US Financial and Washington Correspondent, Financial Editor, Foreign Editor and Associate Editor. Author of seven books including The Great British Reboot (Yale University Press, 2020), Bad Banks (2014), Britain for Sale (2012) and The Great Pensions Robbery (2011). Wincott Prize for Senior Financial Journalist of the Year (2001); British Press Awards Financial Journalist of the Year (1999); Overseas Press Club of New York (1989). Honorary Doctor of the University, University of Bradford (2014). Columnist for New Statesman; contributor to The Spectator and Jewish Chronicle; chair of the Jewish News editorial board. Biography The 1976 sterling crisis, the 2008 banking collapse and the post-Brexit argument over UK industrial strategy have one thing in common. The same journalist covered them from inside a working newsroom, in real time, for a general reader. Since May 2000, that newsroom has been the Daily Mail, where Alex Brummer is City Editor. The role means writing the paper’s daily view on business, markets and the economy, turning movement in the FTSE, the Bank of England and global capital markets into a clear argument rather than a data dump. Before that he spent 26 years at The Guardian, including ten years as US Financial and Washington Correspondent covering three presidential elections, then Financial Editor, Foreign Editor and Associate Editor. The books map the territory he speaks from. Bad Banks (2014) traced the post-2008 banking system’s unresolved fragility. Britain for Sale (2012) set out the costs of foreign ownership of British industrial assets. The Great Pensions Robbery (2011) examined the unwinding of UK retirement provision. The Great British Reboot, published by Yale University Press in 2020, argues how the UK can rebuild economic strength through research, technology and industrial reform. The recognition is from bodies that matter in the field: the Wincott Prize for Senior Financial Journalist of the Year, the British Press Awards for Financial Journalist of the Year, and the Overseas Press Club of New York for best foreign correspondent in the United States. Bradford awarded him an honorary doctorate in 2014. Key speaking topics UK economic outlook and industrial policy Banking stability and systemic financial risk Pensions, savings and long-term capital Foreign ownership of UK assets and national economic security Global markets and macroeconomic trends Post-Brexit economic strategy Ideal for Boards and CEOs in financial services, asset management and banking needing an informed macro read alongside strategic decisions CFOs and treasury leaders exposed to rate, currency and pensions risk Policy forums, regulators and industry bodies across financial services, infrastructure and pensions Conferences needing a City Editor-grade host or moderator across business, economics and markets Audience outcomes A clearer read on how UK economic policy, banking regulation and market conditions intersect with their own sector Named historical reference points, from the 1976 sterling crisis to 2008 and beyond, for interpreting current financial stress A sharper frame on the pensions and long-term savings question facing UK employers A working journalist’s view on what is actually driving coverage and sentiment around their industry An argument, not a survey, on where the UK economy is heading and what that implies for strategy

Why organisations work with Huang Yiping He sits on the Monetary Policy Committee of the People’s Bank of China, which puts him inside the conversation that shapes Chinese interest rate, credit, and currency decisions, not commenting on it from the outside. He runs the National School of Development at Peking University, the institution that has educated a generation of Chinese policy economists and whose research directly feeds government thinking. His digital finance research programme is the reference point for how platforms like Ant Group, WeChat Pay, and the state-run digital yuan system are reshaping Chinese banking and credit allocation. He built a career that bridges Wall Street and Beijing, with nearly a decade as Chief Asia Economist at Citigroup and a further stint at Barclays, so he reads Chinese policy with a market operator’s instinct. He is willing, as Bloomberg documented in 2024, to publicly challenge official economic strategy, which makes his private read on policy direction far more useful than the standard think tank commentary. Biography highlights Dean of the National School of Development, Peking University, and Boya Distinguished Professor. Member of the Monetary Policy Committee of the People’s Bank of China, reappointed in March 2024 after serving 2015 to 2018. Director of the Institute of Digital Finance at Peking University. Former Managing Director and Chief Asia Economist, Citigroup; later Chief Economist for Emerging Asia, Barclays. Co-editor, with David Dollar, of The Digital Financial Revolution in China (Brookings Press, 2022). Columnist at Project Syndicate; contributor to East Asia Forum; PhD in Economics, Australian National University. Biography China’s economic team spent the decade after the global financial crisis building a credit-driven growth model that worked until it didn’t. Huang Yiping has spent that same decade arguing, from inside the system, that the model had to change. His seat on the Monetary Policy Committee of the People’s Bank of China gives that argument unusual weight. As Dean of the National School of Development at Peking University, Huang leads the country’s most influential economic policy school. The NSD trains senior officials and publishes much of the research that informs Chinese financial and macroeconomic decisions. Before Peking University, he spent nearly a decade as Chief Asia Economist at Citigroup and Chief Economist for Emerging Asia at Barclays, which is why his reading of policy still tracks to what markets actually need to know. His research focus has shifted with the economy. The Digital Financial Revolution in China, co-edited with Brookings’s David Dollar in 2022, set the frame for how platforms, mobile payments, and the digital yuan are rewiring Chinese credit. His Project Syndicate columns through 2024 pushed Beijing to rein in local government debt and to rebalance away from investment toward household consumption. In August 2024, Bloomberg singled out his critique of official policy as one of the sharpest to come from inside the PBOC advisory structure in years. For international leaders, the value is specific. Huang can tell a board what Beijing is actually weighing on interest rates, on the property sector, on capital controls, and on the structural rebalancing that will shape Chinese demand for the next decade. He does it with the vocabulary of someone who has worked in a trading room, not only in a seminar room. Key speaking topics Chinese macroeconomic policy and PBOC decision-making Financial system reform and capital market liberalisation in China Digital finance, platform regulation, and the digital yuan Rebalancing the Chinese economy from investment to consumption Local government debt and fiscal reform in China China’s role in global trade and emerging market capital flows Ideal for Boards and executive committees of multinationals with material China exposure CFOs, treasurers, and CIOs at financial institutions allocating capital across Asia Strategy and policy leads in technology and payments businesses operating in or alongside Chinese platforms Senior government, regulatory, and multilateral audiences tracking PBOC direction Audience outcomes A clearer view of how Chinese policymakers are likely to weigh monetary, fiscal, and structural choices in the next twelve to twenty-four months. An informed read on where Chinese financial reform and platform regulation are heading, from someone inside that work. A sense of the real disagreements inside the Chinese policy community, rather than the official line. Sharper questions to bring to their own China strategy, credit exposure, and supply chain decisions.

Why organisations work with Gerard Lyons A working chief economist’s view of the world cycle, drawn from over a decade as Group Head of Global Research at Standard Chartered, where his team was ranked the most accurate forecaster globally by Bloomberg in 2010 and 2011. A track record of calling turning points before consensus, including the 2008 recession a month before Lehman and early warnings on the eurozone, Japan’s lost decades, and the rise of China. Inside experience of UK economic policy from both sides: lead adviser on Gordon Brown’s Business Council for Britain and Chief Economic Adviser to Boris Johnson at the Greater London Authority. Direct authority on the politics of capital, with testimony to committees of the US Senate, the US House, and both Houses of the UK Parliament on state capitalism and sovereign wealth. A 2019 candidate for Governor of the Bank of England, with current board roles at Bank of China (UK) and BGC Partners and Senior Fellow status at the Centre for Policy Studies. Biography highlights Chief Economist and Group Head of Global Research at Standard Chartered Bank, 1999 to 2012, leading roughly 180 staff Chief Economic Adviser to the Mayor of London under Boris Johnson, 2013 to 2016 Author of The Consolations of Economics (Faber and Faber) and co-author of Clean Brexit (Biteback), the latter listed by The Economist among the best books on Brexit Chief Economic Strategist at Netwealth; Senior Independent Director at Bank of China (UK); Chair of the Risk Committee at BGC Partners Council member of the Royal Economic Society and Fellow of the Society of Professional Economists; advisory board member at the Grantham Research Institute on Climate Change and the Environment 2019 candidate for Governor of the Bank of England Biography The defining feature of the current cycle is that it does not rhyme with the last one. Inflation behaviour, central bank credibility, and the geopolitics of trade have shifted enough that boards reading consensus forecasts can still be wrong on the call that matters. Reading this environment well requires someone who has run a global research desk through several previous turns of the cycle. Standard Chartered was that desk for over a decade. As Group Head of Global Research and Chief Economist from 1999 to 2012, Lyons ran a team of around 180 staff covering emerging markets, currencies, and global macro, and Bloomberg ranked it the most accurate global forecaster in 2010 and 2011. The earlier track record matters too: a recession call in August 2008, a month before Lehman; early warnings on the eurozone; a thesis on China’s rise that read clearly when much of the City was still sceptical. Public policy credibility runs alongside that. Lyons was the lead adviser to Gordon Brown’s Business Council for Britain and then Chief Economic Adviser to Boris Johnson at the Mayor of London from 2013 to 2016, work that included the London Living Wage and the city’s international competitiveness agenda. He has testified to committees of the US Senate, the US House, and both Houses of the UK Parliament, and was a 2019 candidate for Governor of the Bank of England. The published work pulls the threads together. The Consolations of Economics, with Faber and Faber, set out a framework for a multi-polar world economy and was translated into Chinese, Korean, German, and Portuguese. Clean Brexit, co-authored with Liam Halligan and published by Biteback, was listed by The Economist among the best books on Brexit. Current roles span Chief Economic Strategist at Netwealth, the Bank of China (UK) board, the Risk Committee chair at BGC Partners, and Senior Fellow at the Centre for Policy Studies. Key speaking topics Global economic outlook UK economic policy and competitiveness China and emerging markets Monetary policy and central banks Financial markets and the City of London Climate finance and the green transition Geopolitical risk and global capital flows Ideal for Boards and investment committees setting capital allocation against the macro cycle CFOs, treasurers, and CIOs in banks, asset managers, and corporates with cross-border exposure Government, policy, and trade audiences working on UK growth, financial services, and post-Brexit strategy Leadership offsites in organisations with material exposure to China, India, and emerging markets Audience outcomes A working read on where inflation, interest rates, and growth are heading across the major economies A clearer view of how geopolitics, sanctions, and great-power competition are reshaping capital flows A defensible house view on China and emerging markets that goes beyond headline narrative A sharper sense of the UK’s structural position on growth, financial services, and competitiveness Specific, named scenarios that a board can test its strategy against

Why organisations work with Sung Won Sohn His forecasting record is one of the few in the economics profession that has been publicly audited. The Wall Street Journal has repeatedly ranked him the most accurate forecaster in the country, including first place in 2006 and a top-three ranking in 2012 as the only academic in the top ten. Analysis built from inside three institutions most economists only write about. Dr. Sohn served as a Senior Economist on the President’s Council of Economic Advisers, as Chief Economist at Wells Fargo, and as President and CEO of Hanmi Financial Corporation in Los Angeles. A Pacific-rim lens that US-focused commentators rarely offer. Korean-born and long specialised in trans-Pacific trade, he reads US-China and US-Korea exposure the way someone who has tracked those flows for four decades does. Constant presence in live financial coverage. Reuters, CNN, CNBC, NBC, and Bloomberg cite him regularly on Fed decisions, inflation prints, and tariff announcements. Audiences hear what is shaping markets this week, in the language of the data that week. Biography highlights Professor of Finance and Economics, College of Business Administration, Loyola Marymount University Former Senior Economist on the President’s Council of Economic Advisers at The White House Former Executive Vice President and Chief Economist at Wells Fargo Bank; former President and CEO of Hanmi Financial Corporation in Los Angeles Named the most accurate economic forecaster in the United States by the Wall Street Journal in 2006, with top-five rankings from the same publication in 2010 and 2012 Named to Time Magazine’s Board of Economists; one of the five most accurate US forecasters by Bloomberg News; most accurate forecaster for the Western States by Blue Chip Publications Author of Global Financial Crisis and Exit Strategy and The New Economy; Chair of the Investment Committee at LACERS, overseeing a multi-billion-dollar public pension fund; Director, Western Alliance Bancorporation Biography In 2006, the Wall Street Journal named its most accurate economic forecaster in the United States. The winner was running what he himself described as a one-man operation against forecasting teams at Goldman Sachs, Citibank, and Bank of America. His name was Sung Won Sohn. The Journal has returned to him in the years since, at one point ranking him the only academic in the country’s top ten forecasters. The forecasting record is built from a career that has sat on three different sides of the economic question. Dr. Sohn served as a Senior Economist on President Nixon’s Council of Economic Advisers, with a brief covering the Federal Reserve and financial markets. He then spent three decades inside Northwest National Bank as it became Wells Fargo, rising to Executive Vice President and Chief Economist. In 2005 he crossed the table entirely, becoming President and CEO of Hanmi Financial Corporation in Los Angeles. Today Dr. Sohn is Professor of Finance and Economics at Loyola Marymount University’s College of Business Administration and president of SS Economics, his own consulting firm. Reuters, CNN, CNBC, NBC, and Bloomberg cite him routinely on Fed decisions, jobs data, and tariffs. His books Global Financial Crisis and Exit Strategy and The New Economy address the questions that still sit on most board agendas. What sets the commentary apart from other US-based macro voices is a Pacific-rim lens. Korean-born and formerly chief executive of a Korean-American bank in Los Angeles, Dr. Sohn has tracked trans-Pacific trade flows for four decades. He reads US-China and US-Korea exposure the way someone who has lived on both ends of those flows reads them. He also sits on the Board of Directors at Western Alliance Bancorporation and chairs the Investment Committee at LACERS, the Los Angeles City Employees’ Retirement System. Key speaking topics US economic forecasting and the Federal Reserve Inflation, interest rates, and monetary policy International trade, tariffs, and non-tariff barriers The Pacific-rim economy and US-China relations AI and the future of business and productivity Digital currencies and the future of payments Competitive strategy in a volatile economy Ideal for CFOs, treasurers, and finance leadership teams needing a clear read on Federal Reserve policy and interest rate direction Board directors and investment committees making decisions sensitive to inflation, tariffs, and global trade flows CEOs and strategy leaders in manufacturing, retail, banking, and logistics with material exposure to US-China and Pacific-rim trade Asset managers, pension trustees, and financial advisers who need a macro voice with a publicly verified forecasting record Audience outcomes A forecast of where US growth, inflation, and interest rates are likely to move over the next two to four quarters, and the indicators that matter most A reading of US-China and US-Korea trade dynamics that goes beyond the headlines, including the non-tariff barriers that often matter more than the tariffs themselves A sharper sense of how AI is actually reshaping pricing, productivity, and labour markets, grounded in specific company examples A way to pressure-test their own planning assumptions against someone who has sat inside both the Council of Economic Advisers and a major bank’s forecasting team

Why organisations work with Shang-Jin Wei He has sat in the seat where these questions are actually answered, as Chief Economist of the Asian Development Bank and a senior research economist at the IMF, not just analysed them from a faculty office. His chair at Columbia Business School is specifically the N.T. Wang Professorship of Chinese Business and Economy, giving boards a single, named source on US-China economic integration with academic standing behind it. He publishes in the journals that regulators and central banks read, including American Economic Review, Journal of Political Economy and Quarterly Journal of Economics, so his views on capital flows and currency carry weight in policy rooms as well as boardrooms. His Project Syndicate columns track the live arguments around the renminbi, Chinese trade surpluses, Ant Group, Trump-era tariffs and India, which means clients get a current macro read, not a recycled lecture. Biography highlights N.T. Wang Professor of Chinese Business and Economy and Professor of Finance and Economics, Columbia Business School and Columbia SIPA. Chief Economist of the Asian Development Bank and Director General, Economic Research and Regional Cooperation Department, 2014 to 2016. Former Assistant Director and Chief of the Trade and Investment Division at the IMF Research Department; IMF Chief of Mission to Myanmar in 2004. Former New Century Chair in Trade and International Economics at the Brookings Institution; former Associate Professor of Public Policy at Harvard Kennedy School. Research Associate at NBER and Research Fellow at CEPR; published in American Economic Review, Journal of Political Economy, Quarterly Journal of Economics and Journal of Finance. Regular Project Syndicate columnist on China, the renminbi, trade and emerging markets; co-author of China’s Growing Role in World Trade (NBER, with Robert Feenstra). Biography The hard question on China is no longer whether it matters. It is which numbers to trust, which signals to read, and where the operating reality is diverging from the official line. That gap is where capital is mispriced. Shang-Jin Wei has worked on both sides of that gap. As Chief Economist of the Asian Development Bank from 2014 to 2016, he led the analytical work behind regional fora such as ASEAN+3 and APEC, and advised the ADB President on growth diagnostics across developing Asia. Before that, he was Assistant Director and Chief of the Trade and Investment Division at the IMF Research Department, and the Fund’s Chief of Mission to Myanmar. At Columbia, he holds the N.T. Wang Chair in Chinese Business and Economy, with a joint appointment between the Business School and the School of International and Public Affairs. His research, published in the American Economic Review, Journal of Political Economy and Journal of Finance, sits at the meeting point of trade, international finance and the institutional architecture of the Chinese economy. He is a Research Associate at NBER, a Research Fellow at CEPR, and a frequent Project Syndicate contributor on the renminbi, Chinese trade surpluses, Ant Group and the structural reforms China still has to make. For boards and investors, the value is concrete. He reads China the way someone who has had to sign off on a regional growth forecast reads it. He treats trade and currency as live operating variables, not slogans. Buyers leave a session with a clearer view of where the real risk in their China exposure sits, and what to watch over the next two cycles. Key speaking topics US-China economic integration Chinese growth, structural reform and policy outlook The renminbi, capital flows and currency risk Trade, tariffs and the future of globalisation Emerging-market macro and developing Asia International finance and cross-border investment Geopolitical risk for global investors Ideal for Boards and investment committees with material China or wider Asia exposure CFOs, treasurers and CIOs setting capital allocation under tariff and currency uncertainty Strategy and corporate development leaders reviewing supply chain and market exposure to China Financial services and asset management firms briefing institutional clients on emerging-market risk Audience outcomes A clearer read on which Chinese economic indicators are meaningful and which are not. A working view on where US-China trade and tariff dynamics are heading and what that does to operating models. A grounded position on the renminbi, capital controls and the limits of RMB internationalisation. A sharper sense of where emerging-market risk concentrates beyond the headline narrative.

Why organisations work with Christoph M. Schmidt Seven years chairing the German Council of Economic Experts, the body that formally advises the federal government, gives him a working command of how policy is actually made in Berlin and Brussels. As co-chair of the Franco-German Council of Economic Experts, he reads the Paris-Berlin axis from inside the room, useful for any business whose European strategy depends on it. His research sits where most boardroom questions now live: energy transition economics, CO2 pricing design, labour market structure, and inequality. He has published on all of them. Project Syndicate columnist and contributor to the World Economic Forum Agenda and Brookings, which means audiences are getting a voice already trusted by the serious business press. Recipient of the Gustav Stolper Award (2016), given by the Verein fuer Socialpolitik for economists who shape public debate with empirical work, not rhetoric. Biography highlights President of RWI – Leibniz Institute for Economic Research in Essen since 2002. Chair for Economic Policy and Applied Econometrics, Ruhr-Universitaet Bochum. Chairman of the German Council of Economic Experts, 2013 to 2020. Co-chairman of the Franco-German Council of Economic Experts since 2020. Gustav Stolper Award (2016); honorary doctorate, Leibniz Universitaet Hannover (2019). Ph.D. in Economics, Princeton University; CEPR Fellow; IZA Research Fellow. Biography The German Council of Economic Experts exists to tell the federal government what the data actually says, in writing, every year. Christoph M. Schmidt chaired that body from 2013 to 2020, which means he authored or co-authored seven annual reports that shaped how Berlin framed growth, fiscal policy, labour reform, and the energy transition. He has been President of RWI – Leibniz Institute for Economic Research in Essen since 2002, while holding the Chair for Economic Policy and Applied Econometrics at Ruhr-Universitaet Bochum. The combination is unusual. RWI is one of Germany’s largest economic research institutes; Bochum keeps him teaching and publishing the empirical work that gives the policy voice its weight. Since 2020 he has served as co-chairman of the Franco-German Council of Economic Experts, a body set up to surface where the two largest eurozone economies can cooperate and where they cannot. For any executive team with European exposure, that bilateral view is rarely available from a single speaker. His training is Princeton applied econometrics, with a Ph.D. supervised in the Alfred P. Sloan tradition. The research output covers energy and CO2 pricing, labour markets, health, and inequality. He writes regularly for Project Syndicate, the World Economic Forum Agenda, and Brookings. The Gustav Stolper Award, given in 2016 by the Verein fuer Socialpolitik, recognises economists who translate serious empirical work into public debate. Schmidt is one of the few German economists to have done both at the scale the award implies. Key speaking topics European economic policy and the Franco-German axis Energy transition economics and CO2 pricing German and European labour market reform Income and wealth inequality Fiscal policy and debt sustainability in the eurozone The role of evidence-based economic advice in democracies Productivity and structural change in advanced economies Ideal for Boards and executive teams with European operations weighing the fiscal, energy, and labour policy outlook CFOs, strategy leads, and government affairs teams briefing on eurozone direction Investor audiences and policy forums examining the Franco-German economic relationship Industrial and energy sector leadership assessing the real cost trajectory of the transition Audience outcomes A sharper read on where German and European economic policy is heading and why A working framework for thinking about CO2 pricing, energy cost pass-through, and competitiveness A clearer view of the Franco-German policy interface and what it means for European business decisions A sense of which reform debates carry durable weight and which are political theatre Direct engagement with an economist who has sat inside the machinery of federal advice

Why organisations work with Susan HayesCulleton She holds the CFA charter and runs a financial-training practice with clients across Europe and the United States, so the economic read is grounded in capital-markets discipline, not punditry. She wrote the textbook that Irish students learn economics from twice. That same instinct for sequencing complex material into something a room can act on is what she brings to executive audiences. She presents “Taking Stock” on Newstalk, interviewing experts on the issues moving the world economy each week. The implication for buyers is current material, sourced from named guests, refreshed continuously. She sits on the boards of the Irish International Business Network and the Ireland Hong Kong Business Forum, which gives her a working view of cross-border trade flows that few keynote economists hold. She built #SavvyTeenAcademy and Active Peers AI alongside the speaking practice, which means the economic argument lands with someone who has actually run payroll, raised invoices and made a hire. Biography highlights CFA charterholder; MSc Executive Leadership; BSc Financial Maths and Economics; Diploma in Taxation. Co-author of “Positive Economics”, a market-leading Leaving Certificate economics textbook in Ireland. Author of “The Savvy Woman’s Guide to Financial Freedom” and “The Savvy Guide to Making More Money” (Penguin Ireland). Author of “Money Matters”, a financial literacy textbook sponsored by CFA Society Ireland and distributed to Irish secondary schools. Presenter of “Taking Stock” on Newstalk; host of Fantastic Female Fridays and the ESG and Tech Show. Managing Director, Hayes Culleton Group; Associate Lecturer, Ulster University; board roles with the Irish International Business Network and the Ireland Hong Kong Business Forum. Biography Most boardrooms do not have an economist in the room. They have a CFO with a P&L, a strategy lead with a deck, and a set of macro headlines none of them can confidently translate into a hiring decision or a hedge. Susan HayesCulleton works in that gap. The credentialing matters here. The CFA charter, the MSc Executive Leadership and the BSc Financial Maths and Economics are not decoration; they are the reason the read on rates, currency and capital flows hold up under questioning. The Hayes Culleton Group serves clients across Europe and the United States out of that same training discipline. The public work is what makes the material legible. “Positive Economics”, co-authored twice, is the textbook generations of Irish students sat the Leaving Certificate with. “Money Matters”, sponsored by CFA Society Ireland, went into every secondary school in the country. On Newstalk, “Taking Stock” runs each week with named guests on the issues moving the world economy. The instinct for sequencing technical content into something a non-specialist room can use is the through-line. She also runs businesses. #SavvyTeenAcademy places teenagers into corporate work experience programmes; Active Peers AI captures and diffuses tacit knowledge inside networks. Board seats with the Irish International Business Network and the Ireland Hong Kong Business Forum keep her close to the cross-border trade flows that most economists discuss only in the abstract. Key speaking topics Global economic outlook and macro forecasting Capital markets and investing for non-specialist audiences Cross-border trade, Ireland, UK and Asia-Pacific exposure ESG and sustainability in commercial decision-making Financial literacy and women in finance Entrepreneurship and scale-up economics Ideal for Boards, executive committees and CFOs are preparing capital allocation, hedging or pricing decisions against an uncertain macro backdrop. Banking, financial services and professional services audiences who want a working economist on the platform rather than a generalist commentator. Conferences hosting international trade, ESG, or financial literacy themes. Corporate audiences seeking a credible Irish or European economic voice for European, UK or US-facing programmes. Audience outcomes A clearer read on what the current macro signals mean for the specific decisions in front of the leadership team. Working vocabulary for capital-markets concepts (rates, currency, equity flows) that previously sat with the CFO alone. A view on cross-border exposure for organisations trading into Ireland, the UK, the EU or Asia-Pacific. Confidence to ask the next-level question of internal finance and risk teams. An economic argument paced for a mixed-seniority audience, not a specialist one.

Why organisations work with Pippa Malmgren She has sat inside the room where US economic policy is set. As Special Assistant to President George W. Bush on the National Economic Council, she advised on the response to 9/11 from a financial markets and Pentagon technology procurement standpoint, which is a different vantage point from any academic economist. She bridges currency markets and geopolitics in a way few speakers can. She ran Bankers Trust Asset Management in Asia and was Deputy Head of Global Strategy at UBS, which means her geopolitical reads land with FX, fixed income and treasury audiences. She is a working operator, not just a commentator. Co-founding H Robotics, a CogX and National Technology Award winning industrial drone business, gives her a real seat at the table on industrial AI, autonomous systems and the defence-tech investment cycle. Her book The Leadership Lab won UK Business Book of the Year 2019 and her follow-up The Infinite Leader won the International Press Award for Best Book on Leadership 2021, which means leadership-track briefs are met with credentialed material rather than improvisation. She holds a Senior Associate Fellowship at RUSI, the UK defence and security institute, and judges the King’s Awards for Enterprise. Boards using her for geopolitics get an analyst whose reads are taken seriously inside the UK security and industrial establishment. Biography highlights Special Assistant to President George W. Bush on the National Economic Council and member of the President’s Working Group on Financial Markets. Former Deputy Head of Global Strategy at UBS and head of Bankers Trust Asset Management in Asia. Author of Signals (Weidenfeld and Nicolson), Geopolitics for Investors, The Leadership Lab and The Infinite Leader. Co-founder of H Robotics, winner of the CogX Award for Autonomy and the 2020 National Technology Award. Senior Associate Fellow at the Royal United Services Institute (RUSI) and a Fellow of the Bertelsmann Stiftung Foundation 2022 to 2024. PhD and MSc in International Relations from the London School of Economics. Biography The job of reading geopolitics for boards used to belong to a small circle of former diplomats and bank chief economists. That circle is no longer wide enough. Currency moves now sit downstream of sanctions decisions, supply chain costs sit downstream of industrial policy, and AI capex sits downstream of export controls. Reading those linkages is a working discipline, not a generalist’s hobby. Malmgren was inside that linkage early. She advised President George W. Bush on the National Economic Council and served on the President’s Working Group on Financial Markets, including the post-9/11 work on terrorism risk to the economy and Pentagon technology procurement. Before the White House, she ran Bankers Trust Asset Management in Asia and was Deputy Head of Global Strategy at UBS. The combination of policy seat and trading-floor seat is rare, and it shapes how she briefs. The published work makes the argument visible. Signals reads consumer behaviour, magazine covers and shop fronts as evidence about inflation, social pressure and political risk. The Leadership Lab, co-written with Chris Lewis, won UK Business Book of the Year 2019. The Infinite Leader followed it with the 2021 International Press Award for Best Book on Leadership. None of these are commentator books. They argue specific theses about how decisions get made under volatile conditions. She also runs an operating business in the territory she briefs on. H Robotics, the industrial drone company she co-founded, won the CogX Award for Autonomy and the 2020 National Technology Award. She holds a Senior Associate Fellowship at RUSI, sits on the judging panel of the King’s Awards for Enterprise and was a Fellow of the Bertelsmann Stiftung from 2022 to 2024. When she briefs a board on industrial AI, defence-tech, the new space economy or the strategic-minerals fight, she is briefing as a participant, not a watcher. Key speaking topics Geopolitics and the global economy Macroeconomic volatility and capital allocation Industrial AI, autonomous systems and defence technology Currency markets and inflation signals The new space economy and strategic infrastructure Leadership under conditions of disruption Political risk and sovereign decision-making Ideal for Boards, CEOs and CFOs setting capital allocation policy under sanctions, currency and supply chain pressure. Treasury, FX and asset management leadership teams whose mandates now hinge on geopolitical reads. Strategy and corporate development teams in defence, energy, industrials, semiconductors and infrastructure. Investment committees of pension funds, sovereign wealth funds and family offices reassessing global exposure. Audience outcomes A working framework for translating geopolitical events into specific capital, currency and operating consequences. A clearer reading of where US, Chinese and European industrial policy is forcing reallocation of supply chains and capital. Specific signals to track in commodities, currencies and consumer behaviour as leading indicators of macro stress. A grounded view of where AI, autonomous systems and the space economy intersect with national security and corporate strategy. Confidence at board level that geopolitical scenarios have been pressure-tested by someone who has briefed at presidential level.

Why organisations work with Maria Bartiromo Three decades of access to the people who run global capital markets, central banks, and listed companies, used in the room to produce conversation a panel chair without that history cannot. A live-markets reflex. She has anchored daily business television since 1993 and asks the question the audience wants asked, in the language of the trading floor and the boardroom at once. Editorial credibility that travels. Two News and Documentary Emmys, induction into the Cable Hall of Fame as the first female journalist, and a place in the Library of American Broadcasting Giants of Broadcasting class of 2016. A through-line on the intersection of policy and capital. Her FOX Business and FOX News programmes have built a sustained record of interviews with US administration figures, foreign leaders, and Fortune 100 chief executives on trade, energy, and monetary policy. Institutional standing beyond broadcast. Trustee of New York University, member of the Council on Foreign Relations, and 2026 Horatio Alger Award recipient. Biography highlights Anchor, Mornings with Maria, FOX Business Network, and Sunday Morning Futures, FOX News Channel. First journalist to broadcast live daily from the floor of the New York Stock Exchange, beginning 1995. 20 years on-air at CNBC; host of Closing Bell with Maria Bartiromo and On the Money with Maria Bartiromo. Two News and Documentary Emmy Awards: 2008 financial-crisis coverage and 2009 documentary on Google. Cable Hall of Fame, Class of 2011, the first female journalist inducted; Giants of Broadcasting, 2016. Author of The Weekend That Changed Wall Street, The 10 Laws of Enduring Success, and Use The News; trustee of New York University; member of the Council on Foreign Relations. Biography The morning the financial system seized in September 2008, the calls that mattered were going to a small list of journalists with the standing to take them. Maria Bartiromo was on that list. She had spent thirteen years anchoring live from the floor of the New York Stock Exchange, the first reporter to do so daily, and her Emmy-winning coverage of the crisis became one of the defining records of the period. That access was not accidental. Bartiromo studied journalism and economics at New York University, learned business news at CNN, and joined CNBC in 1993, where she anchored Closing Bell and On the Money for two decades. The throughline is unusual for a broadcaster: an editorial sensibility built on the trading floor, then refined across a thousand interviews with chief executives, finance ministers, and central bankers. In 2014 she moved to FOX as Global Markets Editor. Mornings with Maria became the highest-rated pre-market business news programme on cable, and Sunday Morning Futures has consistently topped Sunday cable news. The work earned her induction into the Cable Hall of Fame as the first female journalist in its class, a place among the Library of American Broadcasting Giants of Broadcasting, and in 2026 the Horatio Alger Award. Three books extend the same beat off-camera. The Weekend That Changed Wall Street is an eyewitness account of the 2008 collapse. The 10 Laws of Enduring Success draws on her interviews with chief executives. Use The News is a working manual for separating signal from noise in financial markets. She serves as a trustee of New York University and a member of the Council on Foreign Relations. Key speaking topics Global markets and economic outlook Geopolitics and capital flows Leadership lessons from chief executive interviews Monetary policy and the macro environment Energy, trade, and US-China relations The future of media and financial journalism Moderation and on-stage interviews with senior leaders Ideal for Annual leadership and investor conferences seeking a credible interviewer for CEO, finance-minister, or policymaker keynotes. CFO, treasurer, and investment-committee audiences working through macro and geopolitical scenarios. Boards and executive offsites that want a working journalist to interrogate strategy in front of the room. Financial services, asset management, and corporate banking client events. Audience outcomes A clear read on the macro forces, policy moves, and geopolitical signals shaping the next planning cycle. First-hand perspective drawn from recent on-record interviews with sitting CEOs, central bankers, and government officials. A working sense of how markets are pricing the current political and economic moment, and what that means for capital allocation. For interview and moderation formats, a sharper public conversation with the speaker on stage than a non-journalist chair will produce.