Economic Trends & Global Markets

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

Why organisations work with Eric Maskin He is one of three economists who built the field that now underpins auction design, procurement, and market regulation across the developed world. Few speakers can claim intellectual authorship of a discipline their audience already uses. His frameworks answer a concrete question boards wrestle with: when an incentive system fails, is the fault in execution, in the people, or in the design itself? Maskin’s work gives a disciplined way to tell the difference. On voting and collective decision rules, his recent work with Amartya Sen and Edward Foley offers leaders a sharper vocabulary for how groups should choose, directly relevant to governance, board process, and platform moderation. He brings the Harvard chair, the Nobel, and the former presidency of the Econometric Society, but speaks to business audiences in the register of a colleague reasoning through a problem, not a laureate delivering a lecture. Biography highlights 2007 Nobel Memorial Prize in Economic Sciences, shared with Leonid Hurwicz and Roger Myerson, for the foundations of mechanism design theory. Adams University Professor and Professor of Economics and Mathematics at Harvard University. Albert O. Hirschman Professor of Social Science, Institute for Advanced Study, Princeton, 2000 to 2011. Past President of the Econometric Society and the Game Theory Society. Editor of the Quarterly Journal of Economics, 1984 to 1990. Fellow of the American Academy of Arts and Sciences, the British Academy, and the National Academy of Sciences; holder of 18 honorary doctorates. Biography Mechanism design is the branch of economics that asks a practical question: if you want a specific outcome from a group of people with different information and different interests, what rules will produce it? The Royal Swedish Academy cited that question when it awarded the 2007 Nobel Memorial Prize in Economic Sciences to Leonid Hurwicz, Roger Myerson, and Eric Maskin. Maskin’s contribution, often called Maskin monotonicity, set the conditions under which a social goal can actually be implemented through the behaviour of self-interested agents. The theory now sits behind spectrum auctions, procurement design, matching markets, and a large share of modern regulatory economics. His institutional record follows the work. He taught at MIT from 1977 to 1984, at Harvard from 1985 to 2000, and held the Albert O. Hirschman chair at the Institute for Advanced Study in Princeton until 2012, when Harvard named him Adams University Professor. He edited the Quarterly Journal of Economics for six years and served as President of both the Econometric Society and the Game Theory Society. More recent work has turned to voting. With Amartya Sen in The New York Review of Books, and in subsequent papers with Edward Foley, Maskin has argued for Condorcet-style rules over plurality and ranked-choice systems on the grounds that they track majority preference more faithfully. For boards, regulators, and platform operators, the underlying question is the same as the one that won the Nobel: which rule produces the outcome the institution actually wants. Key speaking topics Mechanism design and the economics of incentives Auction design and market allocation Regulation, competition policy, and market power Voting rules and collective decision systems Governance and institutional design Innovation, patents, and intellectual property Ideal for Boards and executive committees redesigning incentive, compensation, or partnership structures Regulators, central banks, and policy leaders working on auctions, procurement, or market oversight Platform operators and market-makers setting allocation, pricing, or moderation rules Senior economics and strategy audiences at investor conferences and leadership summits Audience outcomes A working vocabulary for diagnosing when an incentive failure is a design problem, not a people problem Concrete examples of how auction and market-design choices change who wins and what is produced A sharper view of voting and decision rules for governance, board process, and group choice Direct exposure to the reasoning of one of the architects of modern economic theory, applied to questions leaders actually face

Why organisations work with Enrico Letta He authored the defining European policy document of the decade. The Letta Report, commissioned by the European Council in 2024, now frames every serious conversation in Brussels on capital markets, industrial strategy, and the Savings and Investments Union. He has run a G7 government. Leaders in a room with him get a view of European decision-making from inside the Council chamber, not from a commentator’s distance. He sits at the centre of the institutional network that matters. President of the Jacques Delors Institute, Dean at IE University, former Dean at Sciences Po: the same network that produces the people who will implement what he has proposed. He brings a defensible point of view on the one question boards cannot answer on their own. What European reform will actually ship, and what that means for capital allocation, M&A strategy, and regulatory exposure in the next three years. Biography highlights Prime Minister of Italy, April 2013 to February 2014, leading a national unity coalition. Author of “Much More Than a Market,” the April 2024 report to the European Council on the future of the EU Single Market. Dean, IE School of Politics, Economics and Global Affairs, IE University, Madrid. President, Jacques Delors Institute, Paris, since 2016. Former Dean of the Paris School of International Affairs at Sciences Po, 2015 to 2021. Commander of the French Legion of Honour; Gran Cruz of the Order of Civil Merit, Kingdom of Spain. Biography The Letta Report landed on the European Council’s desk in April 2024 and changed the terms of the argument. Commissioned by EU heads of state and written by a former Prime Minister of Italy, “Much More Than a Market” proposed a Savings and Investments Union, a Fifth Freedom for research and innovation, and a Single Market designed for scale rather than fragmentation. It is now the reference document for every serious policy file in Brussels touching capital markets, industrial strategy, and competitiveness. Enrico Letta ran a G7 government through one of the most difficult passages in recent Italian politics, serving as Prime Minister from April 2013 to February 2014 at the head of a national unity coalition. Before the premiership he held portfolios for European Affairs and for Industry, Commerce and Crafts, and sat in the Chamber of Deputies across multiple terms. The experience gives him a particular kind of authority: he has written policy and he has had to deliver it against a political calendar. He now anchors the European institutional network from the inside. As Dean of the IE School of Politics, Economics and Global Affairs at IE University, Madrid, and as President of the Jacques Delors Institute in Paris since 2016, Letta works at the intersection of policy formation and executive education. He was Dean of the Paris School of International Affairs at Sciences Po from 2015 to 2021 and served as President of APSIA, the Washington-based association of professional schools of international affairs. The recognition is from the institutions that matter to the argument. France made him a Commander of the Legion of Honour in 2017. Spain awarded him the Gran Cruz of the Order of Civil Merit. He chairs the Diplomatic Forum of GESDA in Geneva and speaks in English, French, and Italian. For a board trying to understand where European policy is going, few speakers can say, with evidence, that they have written the document everyone in the room will be working from. Key speaking topics European Union policy and strategic direction The future of the EU Single Market Capital markets, the Savings and Investments Union, and European competitiveness European industrial strategy in a US and China context Transatlantic relations and geopolitical positioning for European business Coalition government and political decision-making at the national level Ideal for CEOs, CFOs, and boards of multinationals with material EU exposure weighing capital allocation against regulatory direction. Heads of European public affairs, government relations, and regulatory strategy at financial institutions, industrial groups, and technology platforms. Investment committees, asset managers, and private equity leadership teams tracking the Savings and Investments Union and capital markets reform. University, think-tank, and policy audiences working on European integration and transatlantic relations. Audience outcomes A specific read on which elements of the Letta Report are likely to move through the Council and Parliament, and on what timeline. A clearer view of how European industrial strategy is repositioning against US and Chinese competition, and what that implies for cross-border M&A and supply chain strategy. A sharper grasp of the political mechanics inside the European Council, from someone who has sat at that table as a head of government. A framework for thinking about European competitiveness that goes beyond the usual binary of Brussels versus national capitals.

Why organisations work with Enda Kenny He ran a national economy through its deepest post-war crisis and handed it over as the fastest-growing in the EU, with unemployment below 5 percent and full market access restored. He chaired the Council of the European Union during the 960 billion euro Multiannual Financial Framework negotiation, which gives him a working view of how Brussels, the Parliament, and national capitals actually reach agreement. He called and won the 2015 marriage equality referendum, the first national vote of its kind anywhere, and built the Citizens’ Assembly model that other democracies now study. He sits inside the Global Leadership Foundation alongside former heads of state and chairs the Global Advisory Council of VentureWave Capital, so his current reading of Europe is informed by active advisory work rather than memoir. Biography highlights Taoiseach of Ireland, March 2011 to June 2017; first Fine Gael Taoiseach in history to be re-elected. Leader of Fine Gael, 2002 to 2017, the longest tenure of any leader in the party. Chaired the Council of the European Union during Ireland’s 2013 Presidency, delivering agreement on the 960 billion euro Multiannual Financial Framework, Erasmus+, and a negotiating mandate for TTIP. Elected to Dail Eireann at age 24 in 1975, re-elected in every subsequent general election until his retirement in 2020. Chair of the Global Advisory Council of VentureWave Capital and its Impact Ireland fund. Member of the Global Leadership Foundation; recipient of the Golden Victoria European of the Year (2012) and the inaugural Trinity European Laureate Award (2025). Biography Ireland entered 2011 in an EU-IMF assistance programme with unemployment above 15 percent and sovereign borrowing rates near distressed levels. Six years later the country was the fastest-growing economy in the European Union, with rates on ten-year borrowing at zero and unemployment under 5 percent. Enda Kenny was Taoiseach for all of it. He led Fine Gael for fifteen years, the longest tenure in the party’s history, and became the first Fine Gael Taoiseach to win re-election. The substance of the government’s work was fiscal stabilisation, bank restructuring, and the orderly exit from the troika programme; the political work was holding a coalition together while doing it. In 2013 he chaired the Council of the European Union during Ireland’s Presidency, brokering the 960 billion euro Multiannual Financial Framework, the Erasmus+ settlement, a negotiating mandate for TTIP, and reforms of the Common Agricultural and Common Fisheries Policies. The same government called the 2015 marriage equality referendum, the first national vote anywhere to legalise same-sex marriage, and established the Citizens’ Assembly as a deliberative route for constitutional questions. He now chairs the Global Advisory Council of VentureWave Capital and its Impact Ireland fund, sits within the Global Leadership Foundation alongside other former heads of state, and in 2025 received the inaugural Trinity European Laureate Award from Trinity College Dublin and Teneo for his contribution to European ideals. Key speaking topics European Union governance and the politics of the single market Economic recovery and fiscal stabilisation after crisis Political leadership in coalition and minority government Sovereign market confidence and investor relations Constitutional reform and citizen deliberation Ireland, the UK, and the post-Brexit settlement Impact investment and national economic strategy Ideal for Boards and executive committees of firms with material European exposure Financial services, asset managers, and sovereign-facing investors Policy, regulatory, and public affairs conferences focused on Europe CEO forums and leadership programmes addressing crisis and recovery Audience outcomes A working account of how a national government executes fiscal consolidation without losing the coalition or the electorate A first-hand read on how Brussels, the European Parliament, and national capitals actually negotiate multi-year budgets A clear view of the political mechanics behind the 2015 marriage equality vote and the Citizens’ Assembly model A sharper sense of where Ireland and the wider EU sit in the transatlantic relationship after Brexit Direct reflections on what holds under pressure when a country is being asked to take painful decisions quickly

Why organisations work with Douglas Alexander He has sat at four different Cabinet tables, including Transport, Scotland, International Development and most recently UK Trade Policy, which gives him a working knowledge of how governments actually make trade, development and security decisions. As Secretary of State for International Development he ran a department operating in 39 countries with more than 2,500 staff and served as UK Governor to the World Bank, so he speaks about development finance and multilateral institutions from inside the system. His Harvard Kennedy School Senior Fellowship at the Future of Diplomacy Project and his visiting seat at King’s College London’s Policy Institute give him a live academic-policy network that most former ministers do not maintain. He edited Rethink: How We Can Make A Better World, a 2021 essay collection with Pope Francis, Samantha Power, Niall Ferguson and Paul Krugman, which signals the level of international interlocutor he convenes. As a strategic adviser to Pinsent Masons since 2016 he has translated political judgement into usable counsel for corporate clients, not just policy commentary. Biography highlights Four Cabinet roles under Tony Blair and Gordon Brown: Transport Secretary, Scotland Secretary, International Development Secretary, and Chancellor of the Duchy of Lancaster. Shadow Foreign Secretary from 2011 to 2015. Senior Fellow, Future of Diplomacy Project, Harvard Kennedy School. Visiting Professor, Policy Institute, King’s College London. Strategic adviser, Pinsent Masons, from 2016. Editor, Rethink: How We Can Make A Better World (2021), with contributions from Pope Francis, Niall Ferguson, Samantha Power and Paul Krugman. Bylines in The New York Times, The Los Angeles Times, The Guardian and The Boston Globe. Biography International development is where abstract policy meets a balance sheet and a border. For three years as UK Secretary of State for International Development, Douglas Alexander ran a department operating in 39 countries with more than 2,500 staff, represented the UK as Governor to the World Bank, and was the minister answering for British aid through the 2008 financial crisis. That was one of four Cabinet posts he held under Tony Blair and Gordon Brown. Transport Secretary and Secretary of State for Scotland came first, simultaneously, in 2006. He was also Minister for Europe and Minister for Trade earlier in his career. From 2011 to 2015 he served as Shadow Foreign Secretary, the opposition counterpart on UK foreign policy. After leaving Parliament in 2015, he was selected by the Harvard Kennedy School’s Future of Diplomacy Project as a Senior Fellow, took a visiting professorship at the Policy Institute at King’s College London, and became a strategic adviser to the international law firm Pinsent Masons. He edited Rethink: How We Can Make A Better World in 2021, a collection of essays on the post-pandemic global reset with contributions from Pope Francis, Niall Ferguson, Samantha Power and Paul Krugman. He writes for a range of national titles in the UK and the US, including The New York Times, The Guardian and The Boston Globe. For boards pricing exposure to trade, development finance and European policy, that is the difference between reading the news and reading the brief. Key speaking topics Geopolitics and global political risk International trade and economic diplomacy International development and the World Bank system The transatlantic relationship and the future of Europe Populism and the erosion of democratic trust UK policy and Brexit implications for business Ideal for Boards and executive committees pricing exposure to trade, tariffs, sanctions and European policy CEOs, CFOs and heads of strategy in financial services, industrials and infrastructure with active international development or emerging markets positions Policy forums, think tanks and multilateral institutions convening on geopolitics and the transatlantic relationship Professional services firms advising clients on political risk, Brexit and UK government direction Audience outcomes A read on how Cabinet-level decisions on trade, sanctions and development are actually made in the UK and alongside allies A clearer view of where the transatlantic relationship, Europe and UK policy are moving in the next cycle An honest account of where populism has changed the political terrain for business and for government A sharper framework for thinking about political risk as a board agenda item rather than a government affairs footnote A line of sight into the Harvard, King’s and Westminster conversations that shape the next wave of foreign and trade policy

Why organisations work with Dominique Strauss-Kahn His account of the 2008 global financial crisis comes from inside the institution that managed it – not from research or observation, but from running the IMF through its most consequential period in decades. He chaired the multilateral process that produced the IMF’s early call for a coordinated global fiscal stimulus. The practical mechanics of that coordination – and its limits – are not recoverable from any published analysis. He has developed an analytical framework that maps the structural tensions between national sovereignty, democratic accountability, and deep global economic integration – giving organisations a precise vocabulary for the governance dilemmas that now shape trade strategy, capital allocation, and regulatory planning. He has worked on both sides of the government-institution relationship: as a national finance minister who negotiated with international bodies, and as the head of the body those ministers negotiated with. That dual vantage point is genuinely rare. Post-IMF, he has advised governments on sovereign debt restructuring, giving him current applied knowledge of how creditors, debtors, and international institutions interact under financial pressure. Biography highlights Managing Director of the International Monetary Fund (2007-2011), selected by consensus of the IMF Executive Board with the backing of the European Union, the United States, China, and most of Africa Led the IMF’s institutional response to the 2008 global financial crisis, including its influential early call for a coordinated global fiscal stimulus French Minister of Economy, Finance and Industry (1997-1999), responsible for national economic policy during France’s transition to the euro; also served as Minister of Industry and Foreign Trade (1991-1993) Member of the French National Assembly across multiple terms; chaired the parliamentary finance committee (1988-1991) Professor of Economics at Sciences Po (Paris Institute of Political Studies) and the University of Paris (Nanterre) PhD in economics from the University of Paris (Nanterre); graduate of HEC Paris and Sciences Po Biography The international monetary system was not designed for the world it now governs. Capital moves faster than treaties can be renegotiated. Sovereign debt crises spread before early warning systems respond. Dominique Strauss-Kahn served as IMF Managing Director during the 2008 global financial crisis, the sharpest test the institution had faced in decades. Under his leadership, the IMF moved early to advocate a coordinated global fiscal stimulus, placing the institution at the centre of the crisis response. He led quota reforms that gave emerging economies a larger voice in IMF governance. He also supervised a significant reversal of the institution’s longstanding position on capital controls, recognising them as a legitimate tool of macroeconomic management. These were not technical adjustments but substantive shifts in how the world’s principal international financial institution understood its own role. Before the IMF, Strauss-Kahn served as France’s Minister of Economy, Finance and Industry, overseeing national economic policy during France’s transition to the euro. He also held the portfolio of Minister of Industry and Foreign Trade, and chaired the National Assembly’s finance committee across an earlier parliamentary term. Few speakers have held senior responsibility on both sides of the relationship between national governments and international economic institutions. He has held academic positions at Sciences Po and the University of Paris, and holds a doctorate in economics from the University of Paris. He has developed a publicly presented analytical framework – drawing on the Mundell-Fleming impossible trinity, the Rodrik globalisation trilemma, and the European fiscal-monetary dilemma – that gives organisations a structured way to map the governance tensions that now affect trade, investment, and regulatory strategy. Key speaking topics International economic governance and its limits Sovereign debt, financial crisis, and multilateral response The international monetary system and its reform Global fiscal and monetary policy coordination European economic integration Geopolitical risk and economic stability Emerging economies and the shifting balance of global economic power Ideal for CFOs, treasurers, and investment committees at global organisations managing currency, sovereign, and systemic risk Board-level and C-suite audiences at banks, financial institutions, and multinational corporations Government, central bank, and regulatory audiences engaged in international policy Economic policy forums, sovereign wealth fund conferences, and global business summits Audience outcomes A clearer understanding of how the IMF and comparable institutions make decisions under pressure, and what those decisions cannot achieve Practical insight into the mechanics of sovereign debt negotiation and cross-border financial crisis management A framework for mapping structural tensions between national economic policy and global integration, and what those tensions mean for corporate and government strategy Context for how international monetary reform debates – over reserve currencies, capital controls, and fiscal coordination – are likely to develop A sharper grasp of where global economic governance is most fragile, and why

Why organisations work with Digby Jones He has sat in both chairs that most business audiences only see from outside: head of the CBI and Minister of State for Trade. Very few speakers can tell a boardroom what the other side of the table is actually thinking. As Trade Minister he made 45 overseas visits to 31 countries in 15 months. That is a working map of how UK plc sells itself abroad, not a theory about it. His two Wiley books, Fixing Britain (2011) and Fixing Business (2017), set out a consistent argument about competitiveness, skills and responsible profit that still frames how he talks to boards today. He is a crossbencher by choice and a non-aligned voice in public life. For audiences tired of partisan framing, that independence is the point. The New Troubleshooter, his 2014 BBC Two series, put him inside three real British SMEs to diagnose and fix them on camera. It is a rare speaker credential: public evidence of how he actually thinks through a business problem. Biography highlights Director General of the Confederation of British Industry, 2000 to 2006. Minister of State for Trade and Investment, 2007 to 2008, jointly in BERR and the Foreign and Commonwealth Office. Life peer as Baron Jones of Birmingham, 2007; crossbencher in the House of Lords until retirement in 2020. Knight Bachelor, 2005 New Year Honours, for services to Business. Author of Fixing Britain (Wiley, 2011) and Fixing Business (Wiley, 2017); Fixing Britain shortlisted for the 2012 CMI Management Book of the Year. Presenter of BBC Two’s Digby Jones: The New Troubleshooter, 2014. Senior Partner at Edge & Ellison, Birmingham, 1995 to 1998, after two decades as a corporate lawyer in the West Midlands. Biography The CBI is where British business tells the government what it needs. The Department for Business is where the government tells British business what it is prepared to do. Digby Jones has run the first and served in the second. That combined vantage is what a boardroom is buying when it brings him in. He was Director General of the CBI from 2000 to 2006, then accepted an invitation from Gordon Brown to serve as Minister of State for Trade and Investment from 2007 to 2008, joining the Lords as a crossbencher to take the post. In 15 months he made 45 overseas visits to 31 countries, pitching the UK as a place to invest and British firms as firms to buy from. He sat as a non-aligned peer until retiring from the Lords in 2020. The two books are where his argument lives. Fixing Britain (Wiley, 2011), shortlisted for the 2012 CMI Management Book of the Year, is a working plan for national competitiveness: skills, infrastructure, a functioning relationship between Whitehall and the wealth creators. Fixing Business (Wiley, 2017) extends the argument into how profitable companies can justify themselves to the societies they operate in. The thesis is consistent and it is his own. Before politics, he spent twenty years at Edge & Ellison in Birmingham, becoming senior partner, brokering deals for mid-market companies in a region that lives or dies by manufacturing. That is the register he still speaks in. On the BBC Two series The New Troubleshooter in 2014 he spent three episodes inside three British SMEs, arguing with owners and staff about pricing, exports and focus. A senior audience watching him work sees the same person they will meet on stage: direct, specific, unafraid to name the problem. Key speaking topics UK competitiveness and the business-government relationship Trade, exports and inward investment British economic policy and the view from Westminster Skills, productivity and the domestic labour market Responsible business and the case for profit Leadership from the employers’ side of the table Ideal for Board and executive committee offsites debating UK exposure, investment or political risk CEO and CFO audiences at trade associations, industry bodies and chambers of commerce Senior audiences at professional services and financial firms briefing clients on the UK economy After-dinner and conference keynotes where a non-partisan senior voice on British business is the draw Audience outcomes A candid read on where the UK economy and UK business policy actually stand, from someone who has worked both sides A clearer view of what government decisions mean for investment, exports and hiring A sharper argument for why skills and productivity remain the binding constraint on British growth A usable sense of how to talk about profit, responsibility and national interest in the same sentence Direct answers in Q&A: a working conversation with a senior practitioner, not a rehearsed set piece

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

Why organisations work with David Thomas He lives in Cebu and works on active cross-border deal flow through Mabuhay Capital Corporation, the Philippines M&A advisory firm, so what he says about emerging Asia is being tested in live transactions rather than retrieved from a desk in London. His reading of Hong Kong and Greater China carries family proximity that other Asia speakers cannot match. His father, Michael Thomas QC CMG, was Attorney General of Hong Kong from 1983 to 1988 and contributed to the Sino-British Joint Declaration. His stepmother, Baroness Lydia Dunn, sat on Hong Kong’s Executive and Legislative Councils and went on to sit in the UK House of Lords. He has spent two decades running capital and investment delegations across emerging Asia, including the BRIC+ Program he co-founded (Brazil, Russia, India and China), so when he points at a corridor opening, he is usually already moving founders or capital through it. His North-South Corridor framework maps how capital and supply chains are moving between the Greater Bay Area, Hong Kong, ASEAN, Australia and New Zealand. It is the lane that most of the cross-border activity of the next decade will be priced along, and it is the lane that most Western strategy decks still skip. His Three Cups of Tea framework, drawn from the book of the same name, gives Western leaders a working method for how commercial trust actually builds in Asian markets: Stranger, Friend, Family, in that order. Biography highlights Author of Three Cups of Tea: A 3 Step Guide to Doing Business in China and Year of the Rat, alongside further writing on Asian commerce. Lived and worked in Hong Kong through the 1980s and 1990s; ran his own wealth management firm there from 1988 to 1995. Father Michael Thomas QC CMG, Attorney General of Hong Kong (1983–1988); stepmother Baroness Lydia Dunn, senior unofficial member of Hong Kong’s Executive Council and Legislative Council, and a UK House of Lords cross-bencher. Co-founder of the BRIC+ Program (2005–2010), running five years of Australian investment study tours into Brazil, Russia, India and China. Consultant to Mabuhay Capital Corporation (Philippines) on cross-border M&A and ASEAN capital flows. Founding President of the Australia China SME Association. Founder/CEO of Think Global Consulting. Graduate of the Cheung Kong Graduate School of Business CEO Program in Beijing (2019). Has spoken at corporate events for Deloitte, Westpac, Telstra, DHL, BT Financial Group, RMA Australia and others across Asia, Australia, Europe and the UK. Biography Western boards are still reading Asia through a US-China lens. The next two decades of cross-border capital and supply chain activity will move along a different lane: the corridor connecting the Greater Bay Area and Hong Kong, down through the Philippines, Vietnam, Indonesia and broader ASEAN, to Australia and New Zealand. That lane is what David Thomas calls the North-South Corridor, and he has spent three decades inside it. That perspective begins with family. His father, Michael Thomas QC CMG, was Hong Kong’s Attorney General from 1983 to 1988 and contributed to the 1984 Sino-British Joint Declaration that determined the territory’s future. His stepmother, Baroness Lydia Dunn, was a senior member of Hong Kong’s Executive Council and went on to sit as a cross-bencher in the UK House of Lords from 1990 to 2010. David lived in Hong Kong through the 1980s and 1990s and ran his own wealth management firm there from 1988 to 1995. He made his first trip to Beijing in 1989. What followed was three decades of running capital and trade work across emerging Asia. He co-founded the BRIC+ Program, an Australian investment delegation that ran for five consecutive years into Brazil, Russia, India and China and gave senior financial advisers structured access to all four markets simultaneously. His book Three Cups of Tea introduced a model now used by Western executives entering Asian markets: relationships build through three stages, Stranger, Friend and Family, and the real commercial work begins only at the third. He served as founding President of the Australia China SME Association and founded Think Global Consulting. He works with Mabuhay Capital Corporation on active cross-border M&A and capital flows across the Philippines and ASEAN. He is a graduate of the Cheung Kong Graduate School of Business CEO Program in Beijing, and recent client work has included executive briefings for senior freight and logistics teams gathered in Ho Chi Minh City and curated investor introductions for Australian and New Zealand founders raising into Asia-Pacific capital. Key speaking topics Geopolitics and the North-South Corridor ASEAN as the next commercial growth axis Cross-border capital flow between developed markets and emerging Asia Supply chain repositioning under US-China decoupling Cross-cultural negotiation and trust architecture in Asian markets Strategic foresight on Asia for Western boards Ideal for CEOs, CSOs and board directors with current or planned commercial exposure to Hong Kong, Greater China, the Philippines, Vietnam, Indonesia or broader ASEAN. Investment committees, family offices and venture firms allocating capital across the Greater Bay Area, ASEAN and Australia/New Zealand. Corporate development, M&A and market entry teams running cross-border transactions or joint ventures in emerging Asia. Industry associations and trade bodies briefing members on supply chain risk and the capital corridor connecting developed markets to ASEAN. Audience outcomes A working map of the North-South Corridor and where capital, supply chains and political risk are actually being repriced. A method for building commercial trust in Asian markets (Stranger, Friend, Family), and a clear view of why transactional Western approaches consistently fail there. A sharper read of US-China-ASEAN dynamics and where they intersect with their own organisation’s market and supplier exposure. An applied frame for market entry, joint venture and capital partner decisions across the Philippines, Vietnam, Indonesia and broader ASEAN.

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

Why organisations work with David McWilliams He publicly forecast the 2008 financial crisis, Brexit, and the rise of US trade nationalism – while the institutional consensus pointed elsewhere. That track record changes how boards receive his analysis. Money: A Story of Humanity was named Economics Book of the Year by the Financial Times and Book of the Year by The Economist in the same year. That combination of endorsements is rare and signals intellectual authority, not just popular appeal. He frames monetary and economic forces as historical and civilisational patterns rather than cyclical fluctuations, giving leadership teams a much longer analytical lens than conventional macro forecasting provides. His podcast has passed 40 million downloads across 130 countries – which means his frameworks have already been tested against non-economist audiences, and translate directly into board conversations without requiring prior economic knowledge. His festival Kilkenomics was described by the Financial Times as “simply, the best economics conference in the world” – a peer endorsement that signals the quality of dialogue he convenes and the seriousness with which other economists take his work. Biography highlights Adjunct Professor of Global Economics, Trinity Business School, Trinity College Dublin; Masters in Economics, College of Europe, Bruges Former economist at the Central Bank of Ireland; subsequently Senior European Economist at UBS and Head of Emerging Markets Research at Banque Nationale de Paris Author of six books, including Money: A Story of Humanity – named Economics Book of the Year by the Financial Times, Book of the Year by The Economist and The Observer, Waterstones Non-Fiction Book of the Year, and an international No.1 bestseller (2024) Weekly columnist, The Irish Times; regular contributor, Financial Times; contributor to TIME magazine TED2023 main stage speaker; “The Power of Unconventional Thinking” has exceeded one million views Founder of Kilkenomics; co-founder of the Dalkey Book Festival; World Economic Forum Young Global Leader Biography When organisations need economic foresight, they typically turn to the same institutions – banks, consultancies, research houses – whose consensus forecasts missed the 2008 crash, Brexit, and the rise of trade nationalism. David McWilliams, Adjunct Professor of Global Economics at Trinity College Dublin, was among the very small group who called all three in advance. He trained at Trinity College Dublin and the College of Europe in Bruges, and worked as an economist at the Central Bank of Ireland before moving to UBS and Banque Nationale de Paris, where he held senior roles in European and emerging markets research. His most recent book, Money: A Story of Humanity, argues that money is not a financial instrument but a civilisational technology – the primary force shaping power, politics, and social structure across five millennia of human history. Named Economics Book of the Year by the Financial Times and Book of the Year by The Economist in 2024, it became an international No.1 bestseller translated into 21 languages. Its central argument – that the stability of today’s monetary system is largely illusory, built on mechanisms most decision-makers do not understand – speaks directly to organisations navigating interest rate risk, currency exposure, or fiscal stress. A weekly columnist in The Irish Times and regular contributor to the Financial Times, McWilliams has built one of the broadest non-specialist economics audiences of any working economist. His podcast has passed 40 million downloads across 130 countries. His TED2023 main stage talk has exceeded one million views. The reach matters in leadership settings: his frameworks have been tested against audiences who are not economists, which means they translate directly into board conversations. He founded Kilkenomics on the premise that the best economic thinking happens when it is challenged from outside the discipline – a view the Financial Times endorsed by calling it “simply, the best economics conference in the world.” The same argument runs through his TED talk, “The Power of Unconventional Thinking”: that institutions which reward consensus produce the overconfidence that precedes every major economic failure. For leadership teams navigating the current period of monetary, geopolitical, and structural instability, that is not an abstract point. Key speaking topics Monetary systems and the history of money Global macroeconomic trends and forecasting Geopolitics and the political economy of trade Financial market dynamics and systemic risk The future of currencies and digital money Economic nationalism and the fracturing of global trade Unconventional thinking and institutional groupthink Ideal for Board-level and C-suite leadership conferences focused on strategic risk, long-range planning, or capital allocation in conditions of macro uncertainty Financial services and banking audiences navigating monetary policy, interest rate cycles, and regulatory change Corporate strategy and scenario planning forums requiring grounded macroeconomic and geopolitical context Economic policy and public affairs conferences where eurozone dynamics, EU-UK relations, or global trade architecture are on the agenda Audience outcomes A structured understanding of how monetary systems and debt cycles create predictable patterns of economic stress – and what indicators to watch for A longer historical lens for interpreting current macro conditions, including inflation, currency risk, and fiscal instability Practical context for the geopolitical and structural forces driving trade nationalism, eurozone tensions, and dollar dependency Confidence in interrogating economic consensus rather than deferring to it uncritically A framework for communicating economic complexity to non-specialist boards, investors, or stakeholders

Why organisations work with David Hughes Hughes reads the whole value chain – from farm inputs and life science companies through manufacturers, retailers and food service – and identifies the commercial implications of change at each stage, giving organisations a perspective they cannot assemble internally. His 1994 book «Breaking with Tradition: Building Partnerships and Alliances in the European Food Industry» established the intellectual case for vertical supply chain collaboration – a thesis that remains central to competitive advantage in the sector today. He does not only analyse food businesses; he built one. As co-founder of a branded fresh produce company that he grew and sold into US supermarkets, and as a 20-year Non-Executive Director of Berry Gardens Ltd – the UK’s largest farmer-owned berry business – his commercial judgement is grounded in direct business experience. Organisations working in any geography get genuine cross-continental intelligence. Hughes works across Africa, Asia, Australasia, North and South America and Europe, making his read on consumer trends and retail dynamics global in scope rather than extrapolated from one market. As Honorary Nuffield Scholar and the inaugural Sainsbury Professor of Food Marketing at what is now Imperial College London, his academic standing gives food and agribusiness organisations a credible, research-grounded voice for external-facing events, policy engagements and board-level discussions. Biography highlights Emeritus Professor of Food Marketing, Imperial College London; inaugural Sainsbury Professor of Food Marketing at Wye College (now Imperial College London) from 1991 Visiting Professor, Royal Agricultural University, UK Ph.D. Food Marketing, University of Newcastle-upon-Tyne; M.Sc. Agricultural Marketing; B.Sc. (Hons.) Agricultural Economics Non-Executive Director, Berry Gardens Ltd – UK’s largest farmer-owned berry business – for 20 years; co-founder of a branded fresh produce business sold into US supermarket chains Author/editor: «Breaking with Tradition: Building Partnerships and Alliances in the European Food Industry» (Wye College Press, 1994); published in British Food Journal, Supply Chain Management, and Business Ethics: A European Review Honorary Nuffield Scholar; keynote speaker at major food industry conferences across Africa, Asia, Australasia, the Americas and Europe, with named clients including Nestlé HQ (Switzerland) and William Reed Ltd (The Grocer) Biography Consumer preferences for health, sustainability and convenience are not moving in straight lines – and the food businesses that are best placed to respond are those that see how each shift propagates across the whole value chain, from the genetics company at one end to the food service operator at the other. David Hughes has spent more than fifty years building exactly that whole-chain, whole-world view, working with senior management in food and agribusiness on every continent. Hughes became the inaugural Sainsbury Professor of Food Marketing at Wye College in 1991, later Emeritus Professor at Imperial College London, where he established and directed the Food Industry Management Group. His 1994 edited volume «Breaking with Tradition: Building Partnerships and Alliances in the European Food Industry» set out the commercial logic of vertical supply chain collaboration – an argument that has only become more relevant as retail power has concentrated and sustainability scrutiny has intensified. He is also Visiting Professor at the Royal Agricultural University and an Honorary Nuffield Scholar. What distinguishes Hughes from the academic analyst category is that he has operated commercially inside the industries he studies. He co-founded and sold a branded fresh produce business serving US supermarkets, and served as Non-Executive Director of Berry Gardens Ltd – Britain’s largest farmer-owned berry business – for two decades. That combination of institutional credibility and business experience is what makes his reads on market shifts actionable rather than observational. Known internationally as «Dr. Food,» Hughes speaks to boards, trade associations, producer groups and government bodies across Africa, Asia, Australasia, North and South America and Europe. His work is sector-wide – meat, dairy, fresh produce, packaged foods, food service and the input industries that serve them – and consistently oriented toward the commercial question: given what is shifting, what should an organisation do on Monday morning? Key speaking topics Global consumer food trends and retail dynamics Food and agribusiness commercial strategy Supply chain partnerships and vertical alliance models Sustainability, environment and the food industry Health, nutrition and food market development Fresh produce and grocery retail innovation Food entrepreneurship and business model change Ideal for C-suite and board-level audiences in food manufacturing, grocery retail, food service and agribusiness Trade associations and producer organisations seeking to brief members on market direction Government and policy bodies working on food security, trade and sustainability Financial services and investor audiences with food sector exposure Audience outcomes A clearer distinction between structural shifts in food consumer behaviour and short-term trends – and the commercial implications of each Understanding of how change in one part of the food value chain creates threats and opportunities in adjacent segments A cross-continental frame of reference for food market developments that is difficult to assemble from within a single geography or sector Practical direction on how food businesses can build the supply chain partnerships and consumer connections that underpin competitive advantage Greater confidence in communicating strategic rationale to boards, investors or government stakeholders on food industry direction