Economic Forecasting speakers

Why organisations work with Ruchir Sharma He runs live capital at Rockefeller International and Breakout Capital. The frameworks he presents are tested against the same allocation decisions his audience is making. His Breakout Nations and Rise and Fall of Nations theses give boards a structured set of rules for ranking countries on growth durability, not a country-of-the-month view. What Went Wrong with Capitalism, named a 2024 Book of the Year by both the Wall Street Journal and Financial Times, gives him a current, contested argument on debt, state expansion and inequality that lands directly on capital allocation decisions in developed markets. Two decades of on-the-ground reporting across Indian and emerging-market elections give him a political-risk read that desk-bound macro speakers cannot match. A working FT column and prior NYT column mean his arguments are already road-tested against serious editorial scrutiny. Biography highlights Chairman of Rockefeller International; founder and CIO of Breakout Capital. 25 years at Morgan Stanley Investment Management, latterly as Head of Emerging Markets and Chief Global Strategist. Author of five books, including Breakout Nations, The Rise and Fall of Nations and What Went Wrong with Capitalism, named a 2024 Book of the Year by the Wall Street Journal and Financial Times. Contributing editor and columnist at the Financial Times; former New York Times opinion columnist. Recognised as a World Economic Forum Young Global Leader (2007), a Foreign Policy top global thinker (2012) and one of Bloomberg’s 50 Most Influential People (2015). Has covered every Indian national election since 1998, and travels widely across emerging economies meeting policymakers, CEOs and local leaders. Biography Most countries that look like the next economic miracle do not become one. The work that made Sharma’s reputation, Breakout Nations and The Rise and Fall of Nations, is built on that observation. Both books set out a structured, rule-based way of judging which economies are likely to sustain growth and which are running on borrowed time. He brings that lens to the room as a working investor, not a commentator. As Chairman of Rockefeller International and CIO of Breakout Capital, he is allocating capital across the same emerging and developed markets he writes about. Before that he spent 25 years at Morgan Stanley Investment Management, ending as Head of Emerging Markets and Chief Global Strategist. His most recent book, What Went Wrong with Capitalism, was named a 2024 Book of the Year by the Wall Street Journal and Financial Times. It argues that a century of expanding government, bailouts, entitlements and financial rescues, has distorted Western markets and entrenched inequality. The thesis travels directly into capital allocation conversations about debt, valuation and the limits of policy support. The reporting work underneath all of this is unusual. Sharma has covered every Indian national election since 1998 and travels regularly through emerging economies meeting politicians, CEOs and local operators. That fieldwork is what gives his macro calls their texture, and what separates a Sharma keynote from a desk-research presentation. Key speaking topics Emerging markets and the rules of national economic success Macro-economic and capital allocation outlook The long-cycle critique of state-led capitalism India’s economic and political trajectory Geopolitics, populism and political risk Globalisation and the post-crisis world economy Ideal for Boards and investment committees setting country and currency exposure CEOs and CFOs of multinationals reassessing emerging-market footprint Asset managers, pension funds and family offices on capital allocation Senior policy and strategy audiences in financial services Audience outcomes A structured set of indicators for ranking countries on growth durability A read on which emerging markets are likely to break out and which are likely to stall A specific, contestable argument on how state expansion is shaping returns in developed markets A political-risk perspective on India and the wider EM landscape grounded in on-the-ground reporting A clearer view of the macro-economic regime shift facing capital allocators

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 Stephane Garelli He created the IMD World Competitiveness Yearbook in 1989, the reference benchmark used by governments and multinationals for more than three decades. When he interprets a country’s position, he is the source, not a commentator on the source. His 2025 book World Competitiveness: Rewriting the Rules of Global Prosperity (Wiley) is the first sustained reframing of his own thesis for the post-globalisation era, which gives boards a coherent argument for capital allocation under fragmentation rather than a list of risks. Thirteen years running the World Economic Forum and the Davos Annual Meetings, plus twelve years advising the European management of Hewlett-Packard, mean his counsel is informed by how senior executives and heads of state actually decide, not how they describe themselves on stage. His positions at IMD and the University of Lausanne, alongside long board service at Sandoz Financial and Banking Holding and Le Temps, place him at the intersection of academic originality and Swiss-grade institutional discipline, an unusual combination among economic speakers. Biography highlights Founder of the IMD World Competitiveness Center and creator of the IMD World Competitiveness Yearbook, the leading annual ranking of national competitiveness since 1989. Professor Emeritus of World Competitiveness at IMD Business School and Professor Emeritus at the University of Lausanne. Former Managing Director of the World Economic Forum and the Davos Annual Meetings for 13 years. Author of Top Class Competitors (Wiley) and World Competitiveness: Rewriting the Rules of Global Prosperity (Wiley, 2025). Former Chairman of FF Sandoz Financial and Banking Holding and long-tenured Chairman of Le Temps, the leading French-language Swiss newspaper. Member of the International Olympic Committee Commission on Sustainability and Legacy, chaired by Prince Albert of Monaco. Biography Most economic commentary on the new global order describes the symptoms. Garelli wrote the underlying framework. In 1989, he founded the IMD World Competitiveness Center and created the World Competitiveness Yearbook, the first systematic annual ranking of how nations build and sustain prosperity. The Yearbook now benchmarks more than sixty economies across hundreds of indicators and remains the reference governments and multinationals reach for when they want to know where a country actually stands. His 2025 book, World Competitiveness: Rewriting the Rules of Global Prosperity, published by Wiley, extends that work into the period after the “golden era of globalization”, the four decades from China’s 1978 opening to the COVID shock. The argument is that the world will remain global but no longer united, and that competitiveness now has to be rebuilt around bloc-level alignment, industrial policy, and resilience rather than open markets. For boards setting capital allocation under sanctions, tariffs, and supply chain rewiring, this is operating guidance, not theory. The institutional spine behind the work is unusual. Thirteen years as Managing Director of the World Economic Forum and the Davos Annual Meetings, twelve years as permanent senior adviser to the European management of Hewlett-Packard, and chairmanship of FF Sandoz Financial and Banking Holding and of Le Temps, the leading French-language Swiss newspaper. He has sat on the IOC Commission on Sustainability and Legacy chaired by Prince Albert of Monaco. He has held faculty positions at IMD and the University of Lausanne, where he is Professor Emeritus at both. The credentials matter because the analysis is informed by how senior leaders actually decide, not how they describe their decisions in retrospect. The earlier Wiley book, Top Class Competitors, defined competitiveness as the ability to manage a set of disparate competencies, including education, security, brand, and individual reinvention, to achieve prosperity. The 2025 work argues that the components have changed but the discipline has not. Key speaking topics World competitiveness in a fragmented global economy The end of the golden era of globalisation National strategy under bloc-level alignment Enterprise competitiveness and value chain reconfiguration Capital allocation and country selection under fragmentation The competitiveness implications of industrial policy Ideal for Boards and executive committees rewriting global strategy under sanctions, tariffs, and bloc-level alignment. CFOs, CSOs, and corporate development leaders making country-level capital allocation decisions. Government, sovereign, and policy audiences benchmarking national competitiveness against credible peers. Senior leadership offsites where the agenda turns on what comes after the open-markets era. Audience outcomes A working frame for what competitiveness now means when blocs, not markets, set the rules. Sharper questions for the board on country exposure, supply chain dependence, and capital allocation under fragmentation. A clearer read on how industrial policy, sanctions, and multi-alignment strategies are reshaping where prosperity now accrues. The vocabulary and evidence base of the IMD World Competitiveness Yearbook applied directly to the audience’s strategic situation.

Why organisations work with Steven Sitao Xu A working chief economist at a Big Four firm in China, briefing on the same data, policy reads and forecasts that Deloitte uses with its own clients, not a retired view from outside. Two careers’ worth of forecasting: a decade running China forecasting at the Economist Intelligence Unit, then more than a decade as Chief Economist of Deloitte China. Prior roles as Chief Economist for Asia at Societe Generale and Head of Economics at ICBC (Asia) give a markets-side reading that translates directly to CFO and treasury audiences. Used as a regular China commentator by CNBC, Bloomberg, CCTV, the Financial Times and YaleGlobal Online; the same voice editors trust on a deadline. A visiting scholar appointment at Stanford’s Hoover Institution and a guest professorship at Tsinghua School of Economics and Management; the international and domestic Chinese reads of the same economy. Biography highlights Chief Economist and Partner, Deloitte China. Former Chief Representative in China and forecasting director, Economist Intelligence Unit, The Economist Group. Former Chief Economist for Asia at Societe Generale; former Head of Economics at ICBC (Asia). Visiting Scholar, Hoover Institution, Stanford University; guest professor at Tsinghua School of Economics and Management. Regular contributor on CNBC, Bloomberg, CCTV; bylines in the Financial Times, Asian Wall Street Journal, YaleGlobal Online, Caijing, Caixin and 21st Century Business Herald. Education: Peking University (BA Economics), University of Connecticut (MA Economics), Boston College (MS Finance). Biography China is the single largest variable on most large boards’ five-year planning grids, and the data on it is contested. Official statistics, financial-market signals and policy direction often point in different directions in the same quarter. Boards need someone who can hold all three at once and translate them into operating implications. Steven Sitao Xu does that work day to day. As Chief Economist of Deloitte China, he leads the firm’s economic and industry research and is the voice Deloitte’s own clients hear when they want a calibrated read on Chinese growth, monetary policy and sectoral risk. The role sits inside live client decisions, not on a podium. The path to it was unusual in its breadth. Xu spent a decade as forecasting director of the Economist Intelligence Unit in China and Chief Representative for The Economist Group, before which he ran Asia economics for Societe Generale and headed economics at ICBC (Asia). That sequence gave him the editorial and the markets ear in the same career, which is why CNBC, Bloomberg, the Financial Times and CCTV come back to him for live commentary. His academic anchors connect both sides of the conversation: a visiting scholar appointment at Stanford’s Hoover Institution and a guest professorship at Tsinghua’s School of Economics and Management. The result is a speaker who can sit with a CFO on currency exposure, a strategy team on consumer demand, and a board on the geopolitics behind both, without changing register. Key speaking topics China macro outlook and policy direction Chinese financial markets and currency Geopolitics and US-China economic relations Asia-Pacific economic trends Consumer and structural shifts in the Chinese economy Implications of Chinese policy for multinational strategy Ideal for Boards and executive committees of multinationals with material China revenue or supply exposure CFOs, treasurers and capital allocation committees pricing China risk Strategy and corporate development leaders evaluating China entry, scaling or exit Investor and partner conferences in financial services, manufacturing and consumer sectors Audience outcomes A current read on China’s growth trajectory, policy stance and financial-market signals from a working Big Four chief economist A clearer view of where official Chinese statistics, market pricing and policy intent agree and where they do not A framework for translating Chinese macro and policy moves into specific implications for revenue, supply chain and capital decisions An informed perspective on US-China economic friction and what it means operationally for non-Chinese firms

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 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 Thomas Piketty He owns the primary dataset. The World Inequality Database, which he co-directs from the Paris School of Economics, is the reference series most finance ministries and international institutions cite when modelling distribution. His arguments have moved policy. Capital in the Twenty-First Century reset the global conversation on wealth taxation, inheritance and progressive capital rules at the OECD, EU and G20 level. He works at a 250-year time horizon. Boards modelling political risk, sovereign debt sustainability or long-run capital returns get a frame that goes well beyond standard cycle analysis. He is independent of national political circuits. He declined the French Legion d’Honneur in 2015, and his credibility with European, US and emerging-market audiences rests on that distance from government. A senior buyer gets an economist who has both the academic standing (EHESS, PSE, LSE) and the public reach to engage a leadership team on inequality without flattening it into a slogan. Biography highlights Professor at the École des hautes études en sciences sociales and the Paris School of Economics. Centennial Professor at the LSE International Inequalities Institute since 2015. Co-director of the World Inequality Lab and the World Inequality Database. Author of Capital in the Twenty-First Century, Capital and Ideology, and A Brief History of Equality, all published by the Belknap Press of Harvard University Press. Recipient of the Yrjo Jahnsson Award (2013) and the British Academy Medal (2014). Delivered the Ellen McArthur Lectures at the University of Cambridge Faculty of History in 2025. Biography The distribution of wealth is not a side-effect of growth. It is now the variable that shapes tax design, capital controls and the political tolerance for global business. Capital in the Twenty-First Century, published in 2014, made that case with 250 years of historical data and forced finance ministries, central banks and large investors to take inequality seriously as a risk factor. The author of that book runs the dataset behind the argument. The World Inequality Database, co-directed from the Paris School of Economics, is the reference series for income and wealth concentration used by the OECD, the European Commission and the IMF. Capital and Ideology in 2020 extended the analysis into a comparative history of inequality regimes, and A Brief History of Equality in 2022 distilled the argument into policy terms. His institutional base is unusual. He holds chairs at EHESS and the Paris School of Economics, is Centennial Professor at the LSE International Inequalities Institute, and taught earlier as an assistant professor at MIT. He declined the Legion d’Honneur in 2015, on the grounds that it was not the state’s role to decide who is honourable. For a senior audience, the value is direct. He gives boards a way to read inequality as a structural input into long-run capital allocation, regulatory exposure and political risk, drawn from the empirical work that has reshaped how governments think about taxation since 2014. Key speaking topics Income and wealth inequality Taxation and capital regulation Long-run capital returns and political risk The future of progressive taxation and inheritance Inequality in Europe, the US and emerging markets Macroeconomic policy and redistribution Globalisation, trade and capital mobility Ideal for Boards and investment committees price long-run political and policy risk into capital allocation. CFOs, heads of tax and group treasurers tracking the direction of corporate, capital and inheritance tax regimes. CEOs and strategy heads at multinational firms are exposed to shifting regulations on wealth, labour share and globalisation. Senior teams in banks, asset managers and sovereign investors that need a serious empirical frame on inequality. Audience outcomes A clear read of where wealth concentration is heading in major economies and what that implies for tax and regulation. A 250-year frame on capital returns, growth and inequality that sharpens long-horizon strategic decisions. A working understanding of the policy proposals (progressive capital tax, inheritance reform, tax transparency) under serious discussion at the OECD and EU. An independent academic perspective on the political conditions for global business, distinct from sell-side commentary. A direct exchange with one of the economists whose work is most cited by policymakers shaping the rules companies will operate under.

Why organisations work with Trevor Williams He spent over a decade as Chief Economist at Lloyds Bank Commercial Banking advising corporates, financial institutions, and SMEs, so he reads central-bank data the way a treasurer or CFO needs it read. As rotating Chair of the Institute of Economic Affairs Shadow Monetary Policy Committee, he sits inside the small group of UK economists publicly second-guessing the Bank of England, which gives boards a forecast view that is independent of sell-side consensus. He co-authored Trading Economics (Wiley, 2014), the practitioner reference on how to interpret economic statistics, so he can teach a leadership team to read the indicators rather than only react to headlines. As co-founder of FXGuard, he has built and run an FX risk product for SMEs, which means his commentary on currency and rates is grounded in operating exposure, not abstract modelling. Biography highlights Former Chief Economist, Lloyds Bank Commercial Banking, leading the bank’s economics team for more than ten years. Rotating Chair, Institute of Economic Affairs Shadow Monetary Policy Committee. Co-author, Trading Economics: A Guide to Economic Statistics for Practitioners and Students, Wiley Finance Series. Visiting Professor, University of Derby; lecturer at Bayes Business School and Cardiff University. Co-founder, FXGuard, an FX risk management platform for SMEs. Former member of the UK Government Economic Service; editorial board member, Journal of Corporate Treasury Management; regular columnist, Moneyfacts. Biography The Bank of England’s rate decisions, the Treasury’s fiscal stance, and sterling’s path are no longer background music for boardrooms. They are direct inputs into pricing, hedging, hiring, and the cost of capital. Trevor Williams spent over a decade as Chief Economist at Lloyds Bank Commercial Banking translating exactly that data for corporate clients and financial institutions. That position made him one of the City economists most often quoted on UK growth, inflation, and monetary policy. He now chairs, on rotation, the Institute of Economic Affairs Shadow Monetary Policy Committee, the long-standing independent group that publishes a monthly counter-vote to the Bank of England’s MPC. His co-authored book Trading Economics, in the Wiley Finance Series, is built for practitioners: how to read GDP releases, inflation prints, surveys, and labour market data without being misled by them. The same instinct shapes his work as co-founder of FXGuard, an FX risk tool for SMEs, and his teaching at the University of Derby, Bayes Business School, and Cardiff University. For a board, the value is specific. Williams will not deliver a generic macro tour. He will tell a leadership team where he disagrees with current consensus on rates and inflation, why, and what that means for the next twelve to twenty-four months of capital and currency decisions. Key speaking topics UK and global macroeconomic outlook Monetary policy and central bank decision-making Inflation, interest rates, and capital allocation Foreign exchange and currency risk Economic statistics and how to read them Brexit, trade, and post-shock recovery ESG, climate, and the economics of the energy transition Ideal for Boards, CFOs, and corporate treasurers planning capital and FX strategy under rate and currency uncertainty. Banking, asset management, and insurance leadership teams pressure-testing house views on inflation and growth. Trade associations and industry forums commissioning a credible UK macro voice for annual outlook events. Finance and risk functions inside corporates exposed to FX, commodity, or sovereign-rate cycles. Audience outcomes A clear view of where current Bank of England and consensus forecasts may be wrong, and why. A working grasp of how to read inflation, GDP, and labour market releases for decision-relevant signals. Specific implications for pricing, hedging, and capital allocation under the rate and currency cycle ahead. A sharper sense of how monetary and fiscal policy interact with trade, energy, and political risk.

Why organisations work with Will Hutton Three decades of macro-economic analysis tested in public, from The State We’re In in 1995 through This Time No Mistakes in 2024, so the framework is not a recent rebrand. A working seat inside the institutions that shape British policy: the Hutton Review of Fair Pay in the Public Sector, the Commission on Creative Industries, the EU Kok Commission, and the National Institute for Economic and Social Research. A genuinely structural argument on corporate purpose through The Purposeful Company, used by boards rethinking governance, executive pay and stakeholder accountability. Editorial and broadcast judgement built over years as Editor-in-Chief of The Observer and Economics Editor at Newsnight, which makes him unusually clear on which economic stories matter and which do not. Equally credible on China, Europe and the United States, so a board worrying about exposure across all three gets one coherent analysis rather than three partial ones. Biography highlights President of the Academy of Social Sciences. Principal of Hertford College, Oxford, 2011 to 2020. Co-chair of The Purposeful Company; co-founder and chair of the Big Innovation Centre. Former Chief Executive of The Work Foundation; former Editor-in-Chief of The Observer; former Economics Editor of BBC Newsnight and The Guardian. Author of seven books on political economy, including The State We’re In (1995) and This Time No Mistakes: How to Remake Britain (2024). Chair of the Hutton Review of Fair Pay in the Public Sector (2010 to 2011) and the Commission on Creative Industries (2007); rapporteur to the EU Kok Commission (2004). Biography The State We’re In sold more copies than any British political-economy book since 1945. It set the terms of a debate, on short-termism, on the costs of financialised capitalism, on what serious institutional reform would look like, that the country has been having ever since. Thirty years later, This Time No Mistakes: How to Remake Britain returns to the same argument under new conditions and was reviewed in the Financial Times, the LSE Review of Books and the Literary Review. What sits behind both books is an unusually wide working footprint. Hutton has been Editor-in-Chief of The Observer, Economics Editor at Newsnight and The Guardian, Chief Executive of The Work Foundation, and Principal of Hertford College, Oxford. He chaired the Hutton Review of Fair Pay in the Public Sector for the Coalition government and the Commission on Creative Industries for the Labour government, and was rapporteur to the EU Kok Commission. The current focus is institutional. As co-chair of The Purposeful Company he works with boards and asset managers on what corporate purpose, governance and executive pay should look like if shareholder primacy is no longer the working assumption. As President of the Academy of Social Sciences and chair of the Big Innovation Centre, he sits across the British social science and innovation policy systems. For senior audiences, the value is in the synthesis. Hutton reads China, the United States, the European Union and the United Kingdom as one connected system, and his Observer column is the long-running test bed. A board trying to make capital, governance and political-risk decisions in that environment gets a single coherent reading from a single voice with thirty years of public track record. Key speaking topics The British and European political economy Corporate purpose, governance and executive pay China, the United States and the future of the global economy Stakeholder capitalism and institutional reform The future of work and the social contract Innovation policy and industrial strategy Fairness, inequality and public sector reform Ideal for Boards and executive committees of UK and European corporates assessing geopolitical and macro exposure Asset managers, pension funds and institutional investors recalibrating governance and stewardship expectations Government, regulator and think-tank audiences working on industrial strategy, public sector reform or corporate governance Senior leadership programmes at business schools and professional services firms Audience outcomes A working map of how the British, European, Chinese and US economies now connect, and where the pressure points sit A clear view of what corporate purpose and stakeholder governance mean in practice for board agendas, pay and stewardship An informed reading of how UK political and policy shifts feed through to corporate operating conditions A sharper sense of which economic news is structural and which is noise

Why organisations work with Xiao Geng Sustained insider access to Chinese policy and regulatory thinking, built across roles at the Securities and Futures Commission of Hong Kong, HSBC Bank China, and senior positions at Brookings, Fung Global Institute, and Columbia Global Centers East Asia. A live, monthly published view on the US-China economic relationship through more than a decade of Project Syndicate commentary co-authored with Andrew Sheng. Founding leadership of the Brookings-Tsinghua Center for Public Policy, one of the few institutional bridges between Western policy research and Chinese government economic thinking. Research depth across the technical questions that drive China exposure for foreign capital: exchange rate policy, capital market reform, enterprise productivity, and urbanisation. A working position inside the Greater Bay Area policy network through CUHK Shenzhen and the Shenzhen Finance Institute, giving leaders a sightline into where China’s innovation and finance corridors are heading. Biography highlights President of the Hong Kong Institution for International Finance. Professor of Practice at The Chinese University of Hong Kong, Shenzhen, and Director of the Institute of Policy and Practice at the Shenzhen Finance Institute. Director of the Research Institute of Maritime Silk-Road at Peking University HSBC Business School. Founding Director of the Brookings-Tsinghua Center for Public Policy and former Senior Fellow at the Brookings Institution. Former Vice President for China at the Fung Global Institute and Director of Columbia Global Centers East Asia. Project Syndicate columnist since 2012, with more than 140 published commentaries on China and the global economy. Biography Most foreign boards still treat China as a single risk vector. The economy is more fragmented than that, and the policy logic shaping it does not move on the cycles Western investors are used to reading. A serious view of capital allocation in Asia depends on understanding how monetary policy, financial reform, and political economy interact inside Beijing’s system, not just what is announced. Xiao Geng has spent his career sitting inside that system. He is President of the Hong Kong Institution for International Finance and Professor of Practice at The Chinese University of Hong Kong, Shenzhen, where he directs the Institute of Policy and Practice at the Shenzhen Finance Institute. He also leads the Research Institute of Maritime Silk-Road at Peking University HSBC Business School. His earlier roles built the institutional reach. He was Founding Director of the Brookings-Tsinghua Center for Public Policy, Senior Fellow at the Brookings Institution, Vice President for China at the Fung Global Institute, and Director of Columbia Global Centers East Asia. Inside the Hong Kong system he served as Head of Research at the Securities and Futures Commission. He has advised HSBC Bank China, the World Bank, and the United Nations Development Programme. Since 2012 he has written a monthly Project Syndicate column with Andrew Sheng, covering Chinese monetary policy, technology competition, energy transition, and the financial architecture of the US-China relationship. The column is one of the few sustained English-language readings of Chinese economic policy written from inside it. Key speaking topics China’s macroeconomic outlook US-China economic and financial relations Chinese financial sector reform and regulation Capital markets and exchange rate policy in Asia Urbanisation, enterprise productivity, and the Greater Bay Area Geopolitical risk for foreign investors in China Ideal for Boards and investment committees with material China or Asia exposure CFOs, treasurers, and heads of corporate strategy reviewing supply chain or capital allocation in Asia Financial services leadership briefings on regulatory and macro direction Government, multilateral, and policy audiences working on US-China economic questions Audience outcomes A clearer read of where Chinese monetary, fiscal, and financial reform is actually heading, not what headlines suggest A working framework for the structural drivers of US-China economic tension and where they sit on the cycle Specific signals to watch on capital flows, exchange rate policy, and Chinese capital market opening A more accurate map of the policy actors and institutions that shape China’s economic decisions An informed basis for stress-testing investment, supply chain, and partnership decisions tied to Greater China

Why organisations work with Zhang Jun He reads China’s economy from inside its policy apparatus, sitting on the Shanghai Municipal Government’s Special Advisory Committee and having briefed Premier Li Keqiang directly in 2015. His thesis in End of Hyper Growth in China? (Palgrave, 2016) is a specific, defensible counter-position on Chinese consumption data and structural imbalance, not a directional take. He won the 2018 Bergson Prize from the Association for Comparative Economic Studies, the field’s recognised award for serious comparative work on transition economies. He has held visiting positions at LSE, Harvard, Yale, SOAS and UNU-WIDER, so he writes and speaks for Western analytic audiences without losing the China interior view. He has written 70 commentaries for Project Syndicate since 2005 and contributes regularly to the South China Morning Post and the World Economic Forum agenda, which means his framing is already legible to senior international readers. Biography highlights Dean, School of Economics, Fudan University; Cheung-Jiang Professor of Economics. Founding Director, China Center for Economic Studies (CCES), Fudan. Member, Special Advisory Committee to the Shanghai Municipal Government. Bergson Prize (2018), Association for Comparative Economic Studies; China Economics Innovation Prize (2015) with Justin Yifu Lin and Fan Gang. Author of End of Hyper Growth in China? (Palgrave Macmillan, 2016) and Unfinished Reforms of the Chinese Economy (World Scientific, 2013). Project Syndicate columnist since 2005; contributor to SCMP and the World Economic Forum. Biography Most foreign reads of the Chinese economy are constructed from data releases, export figures, and a handful of much-quoted Western analysts. Zhang Jun’s view is constructed from inside the room. He sits on the Shanghai Municipal Government’s Special Advisory Committee and was one of three economists chosen in 2015 for a direct dialogue with Premier Li Keqiang on macroeconomic policy. As Dean of the School of Economics at Fudan University and founding Director of the China Center for Economic Studies, he runs one of mainland China’s most serious institutional platforms for analysing the country’s growth model. His 2016 Palgrave book End of Hyper Growth in China? made a specific counter-argument against the consensus that China’s reliance on investment and low consumption made its growth unsustainable. The 2018 Bergson Prize from the Association for Comparative Economic Studies recognised his comparative work in the same field. Zhang publishes for international readers as well as Chinese ones. He has been a Project Syndicate columnist since 2005, with more than 70 commentaries, and writes for the South China Morning Post and the World Economic Forum. Visiting positions at LSE, Harvard, Yale, SOAS and UNU-WIDER over the past two decades mean he speaks the analytic language of Western investment committees while reading Beijing’s policy moves at source. What this gives a boardroom is rare: a voice on China who is neither cheerleading nor catastrophising, who has skin in the policy debate, and who can tell a foreign audience which structural reform signals from Beijing are real and which are rhetorical. Key speaking topics China’s growth model and the post-hyper-growth economy Structural reform and the policy direction of Beijing Chinese consumption, savings, and household demand Supply-side reform and industrial competitiveness China and the global economy: trade, capital, supply chains Shanghai and the role of regional governance in Chinese reform Ideal for Boards and investment committees weighing China exposure or repositioning regional strategy CFOs and Chief Strategy Officers in firms with significant China-linked supply chains or revenue Banks, asset managers and sovereign investors with active China allocations Senior policy and government audiences engaging with Chinese counterparts Audience outcomes A specific read on what Beijing’s current reform signals actually mean for capital allocation in China A sharper sense of which Western narratives about Chinese consumption, debt and growth are overstated and which hold up Direct context on how Shanghai’s policy apparatus thinks about reform priorities and foreign investment Better questions to take into the next China-strategy conversation at executive committee or board level