Economic Trends & Global Markets speakers

Why organisations work with Norbert Csizmadia He brings the operating perspective of someone who has sat inside national economic planning, as State Secretary at Hungary’s Ministry for National Economy and Executive Director at the country’s central bank. His Geofusion framework gives leadership teams a map-based vocabulary for connectivity, complexity and long-term sustainability, drawn from a published body of work that includes Geofusion, GeoFuture and GeoVision. He sits inside the institutions that shape Eurasian strategy, including the Fudan Institute of Belt and Road and Global Governance in Shanghai and the Board of Bank of China CEE, which gives clients a perspective on the East that few European speakers can match. He treats geography as a strategic asset, not background context, which is useful for boards trying to make sense of supply chain reconfiguration, energy corridors and shifting trade blocs. In 2025 the World Complexity Science Academy awarded him its Medal for Sustainability for the Geofusion research, a signal that the work is taken seriously beyond bureau circuits. He delivers through cartography, not slideware. Two decades of building visual maps means a keynote reads as a guided journey across regions and time horizons, which holds large executive and conference audiences on complex material. Biography highlights Former State Secretary at Hungary’s Ministry for National Economy and former Executive Director at the Central Bank of Hungary, responsible for economic strategy and planning. Author of the Geofusion series (LID Publishing / World Scientific), published in English and Chinese, including Geofusion, GeoFusion 2.0, GeoFuture and GeoVision. 2025 recipient of the World Complexity Science Academy Medal for Sustainability for the Geofusion research. Member of the International Advisory Board, Fudan Institute of Belt and Road and Global Governance, Shanghai, and Independent Director, Bank of China CEE. Goodwill Ambassador of the Association of Universities of Asia and the Pacific (AUAP). Founder of the Turquoise Zones concept, presented across higher-education and city forums in Central Asia and Southeast Asia through 2025 and 2026, including keynotes covered by The Astana Times. Biography Geography is making a return to the strategy room. Trade corridors, energy routes, semiconductor chokepoints and sanctions maps are once again decisive variables for capital allocation. Norbert Csizmadia’s work, gathered under the Geofusion banner across four published volumes with LID Publishing and World Scientific, treats this return as the central organising fact of twenty-first century strategy. The argument is built from inside the machinery, not from a desk. As State Secretary for Planning Coordination at Hungary’s Ministry for National Economy, and later as Executive Director at the Central Bank of Hungary, he helped design national economic strategy at the level where geopolitics, infrastructure and capital allocation meet. That experience is rare in the geopolitics speaker pool, where commentary often dominates over operating perspective. His institutional footprint runs East as well as West. He sits on the International Advisory Board of the Fudan Institute of Belt and Road and Global Governance in Shanghai, is an Independent Director at Bank of China CEE, and chairs the Boards of Trustees at John von Neumann University Foundation and the Pallas Athene Domus Meriti Foundation. For European audiences, this gives him an unusually direct line of sight into Chinese strategic thinking on Eurasian connectivity. In 2025 the World Complexity Science Academy recognised the Geofusion body of work with its Medal for Sustainability, citing the research’s ability to map the interconnections between places, disciplines and long-term sustainability questions. That recognition matters because his proposition rests on it: that a map-based, cross-disciplinary reading of the world produces sharper strategic decisions than topic-by-topic analysis. Key speaking topics Geoeconomics and global strategy Eurasian connectivity and the Belt and Road Long-term sustainability and complexity The geography of trade, capital and supply chains Hungarian and Central European economic policy The role of maps in twenty-first century strategy Digitalisation and AI in a geopolitical frame The geography of livable and sustainable places (Turquoise Zones) Ideal for Boards and executive committees stress-testing geopolitical exposure across Europe and Asia Strategy, corporate development and policy leads in industries exposed to Eurasian trade corridors and energy flows Family offices, sovereign investors and asset allocators with capital deployed across East-West blocs Universities, foundations and policy bodies running long-horizon scenario work on connectivity and sustainability Audience outcomes A map-based reading of how Eurasian connectivity, energy and trade corridors are reshaping commercial and capital decisions A clearer view of how Chinese strategic thinking on Belt and Road frames European exposure A working vocabulary from the Geofusion framework for talking about complexity, connectivity and sustainability inside the same conversation A perspective on long-term sustainability that is grounded in geography and capital allocation rather than ESG narrative Strategic questions a leadership team can take into its own scenario planning

Why organisations work with Noreena Hertz Sits on two Nasdaq-listed boards, Mattel and Warner Music Group, which means her counsel is shaped by live boardroom debates on governance, ESG and consumer strategy rather than from the outside. Has spent two decades arguing, in print and to governments, that political and economic risk are inseparable from corporate strategy; The Silent Takeover and IOU named structural risks that later became central to board agendas. Authored original research on a 13 to 20 year-old cohort she labels Generation K, giving consumer brands and employers a specific read on the workforce and customer base now entering organisations. Frames AI for senior audiences as a question of governance, labour and societal trust, not feature adoption, which is what most boards now need from the conversation. Writes for The New York Times, The Wall Street Journal, The Financial Times and The Guardian, which means she works in the same register and discipline as the publications a senior buyer reads on a Sunday. Biography highlights PhD in Economics and Business, King’s College, Cambridge; MBA, The Wharton School, University of Pennsylvania. Honorary Professor, UCL Institute for Global Prosperity, University College London. Director, Mattel (Nasdaq) and Warner Music Group (Nasdaq); also serves on the board of Workhuman. Author of five books including The Silent Takeover, IOU: The Debt Threat, Eyes Wide Open, Generation K and The Lonely Century, which was named Book of the Year by The Daily Telegraph, Wired and El Mundo. Opinion contributor to The New York Times, The Wall Street Journal, The Washington Post, The Financial Times and The Guardian. Hosted MegaHertz: London Calling on SiriusXM Insight as the network’s first foreign-based news and talk host. Biography The Silent Takeover, published in 2001, argued that global corporations were displacing the state as the primary political actor in citizens’ lives. Two decades later, that thesis reads less like provocation and more like the standing brief for any board navigating ESG, regulation and political pressure. Noreena Hertz wrote it as a Cambridge economist; the questions it raised have followed her into the boardrooms she now sits inside. Her work has consistently anticipated structural risks before they hit corporate agendas. IOU: The Debt Threat made the case for sovereign debt as a destabilising force years before the financial crisis. Generation K, based on her own survey research with thousands of 13 to 20 year-olds in the UK and US, identified anxiety, loneliness and institutional distrust as defining cohort traits, well before those words became standard in workforce and consumer strategy decks. The Lonely Century, published in 2020, treated loneliness as an economic and political variable, not a wellbeing issue. The credentials sit behind the argument rather than in front of it. A PhD from Cambridge and an MBA from Wharton. An Honorary Professorship at the UCL Institute for Global Prosperity. Directorships at Mattel and Warner Music Group, both Nasdaq-listed, and at Workhuman. Opinion pieces in The New York Times, The Wall Street Journal and The Financial Times. The work has been recognised by The Daily Telegraph, Wired and El Mundo, which each named The Lonely Century a Book of the Year. What makes the perspective unusual is the combination of seats. Few economists who write at this register also vote on remuneration, audit and governance matters at major listed companies. That is why the boards and leadership teams who book her tend to be working on the same questions she is: how to govern through geopolitical fracture, how to integrate AI without losing institutional trust, and how to lead a workforce and customer base that has stopped giving incumbents the benefit of the doubt. Key speaking topics Geopolitical and political risk for business AI, governance and societal trust Generation K and the post-millennial workforce and consumer Loneliness as an economic and political variable Global capitalism, debt and the state ESG and corporate governance in contested terrain Decision-making under uncertainty Ideal for Board directors and chairs working on governance, ESG and political risk CEOs and executive committees setting strategy under geopolitical and AI uncertainty CHROs and CMOs whose workforce and customer base is now defined by Gen Z and post-millennial behaviour Investor and asset-management leadership audiences focused on macro and policy risk Audience outcomes A sharper read on where geopolitical and policy risk meets corporate strategy A specific picture of how a younger workforce and consumer base behaves, and why incumbent assumptions are failing A framework for treating AI as a governance and trust question, not only a technology one Argument-ready material for board-level debate on ESG, capitalism and the state A clearer view of loneliness and disconnection as commercial and political forces, not soft issues

Why organisations work with Nouriel Roubini His 2006 address to the International Monetary Fund, which outlined the specific structural conditions (overleveraged housing markets, fragile credit instruments, unsustainable household debt) that caused the 2008 financial crisis before they were widely recognised, gives his risk scenarios a credibility that peer analysis rarely carries. The MegaThreats framework, the argument that ten overlapping structural forces, including sovereign debt, geopolitical rivalry, AI-driven labour displacement, and climate stress, reinforce one another, equips leadership teams to analyse compound risk rather than managing individual threats in isolation. As both an academic and an active strategist at Hudson Bay Capital and Atlas Capital Team, he connects macro-risk analysis to live capital allocation decisions, not retrospective commentary. His public-sector career spans the White House Council of Economic Advisers and the U.S. Treasury Department under Timothy Geithner, giving him a direct, lived understanding of how policymakers reason under pressure, and where their responses typically fall short. His forecasting runs in both directions. The economist who warned the IMF in 2006 has since argued, against consensus, that a technology-led productivity surge will sustain US growth towards 4% by the end of the decade, a case made in the Financial Times and Bloomberg. Boards get a weighed reading of upside and downside scenarios. Biography highlights Professor Emeritus of Economics and International Business, NYU Stern School of Business; previously on faculty at Yale University Author of MegaThreats: Ten Dangerous Trends That Imperil Our Future, And How to Survive Them (Little, Brown, 2022) and Crisis Economics: A Crash Course in the Future of Finance (Penguin Press, 2010) 2006 address to the International Monetary Fund accurately identified the structural vulnerabilities that precipitated the 2008 global financial crisis Ranked #4 on Foreign Policy’s “Top 100 Global Thinkers” (2009); named among Time Magazine’s 100 Most Influential People in the World (2009); multiple further appearances on Foreign Policy’s annual list Senior Economist for International Affairs, White House Council of Economic Advisers (1998–1999); Senior Adviser to the Undersecretary for International Affairs and Director of the Office of Policy Development and Review, U.S. Treasury Department (1999–2000) Chairman and CEO of Roubini Macro Associates; Senior Economic Strategist at Hudson Bay Capital; Chief Economist and Portfolio Manager, Atlas Capital Team Monthly columnist for Project Syndicate; profiled by the Financial Times, New York Times Magazine, and Bloomberg; PhD in Economics, Harvard University; BA, Bocconi University Biography Nouriel Roubini’s most consequential professional moment came at a 2006 address to the International Monetary Fund, where he outlined the structural conditions (overleveraged housing markets, fragile credit instruments, unsustainable household debt) that would produce the 2008 global financial crisis. The IMF’s own economists were, by contemporaneous accounts, sceptical. Within two years, the scenario had materialised almost exactly as described. That track record is the foundation of his authority. Roubini is a Professor Emeritus at NYU’s Stern School of Business and Chairman and CEO of Roubini Macro Associates, with a career spanning the White House Council of Economic Advisers, the U.S. Treasury Department under Timothy Geithner, and advisory roles at the IMF, the World Bank, and the Federal Reserve. His academic foundation rests on a PhD in Economics from Harvard and more than 70 published papers on sovereign debt, financial crises, and international capital flows. His 2022 book, MegaThreats (Little, Brown), advances a named framework for compound systemic risk. The thesis is precise: ten structural forces, sovereign debt at historic highs, geopolitical fragmentation, demographic pressure, AI-driven labour displacement, and climate stress among them, are not independent variables but mutually reinforcing ones. For organisations still using single-factor risk frameworks, the argument is a direct challenge to how they model exposure. Alongside his academic and research work, Roubini serves as Senior Economic Strategist at Hudson Bay Capital and as Chief Economist and Portfolio Manager at Atlas Capital Team, roles that keep his analysis connected to live capital allocation decisions. The crisis-prediction reputation understates the range of his judgment: he has recently argued in the Financial Times that a technology-led productivity boom will sustain US exceptionalism despite tariffs and fiscal strain. He is a monthly contributor to Project Syndicate and has been ranked #4 on Foreign Policy’s “Top 100 Global Thinkers.” Key speaking topics Global macroeconomic outlook and downside risk scenarios Sovereign debt, fiscal dominance, and currency risk Geopolitical fragmentation and its economic consequences US-China strategic rivalry and the restructuring of global trade Financial crises: structural causes, policy responses, and systemic aftermath Inflation, monetary policy, and central bank independence AI, automation, and structural shifts in labour markets Compound systemic risk: the MegaThreats framework Ideal for Boards and executive leadership teams stress-testing strategy against macro-economic disruption CFOs, CROs, and treasury functions making capital allocation and risk management decisions in volatile conditions Investment and financial services leadership, asset managers, sovereign wealth funds, pension funds, requiring rigorous macro-risk briefings Government, public policy, and multilateral forums addressing fiscal strategy, monetary policy, and geopolitical-economic interdependence Audience outcomes A structured understanding of how macro forces, debt, geopolitics, monetary policy, interact and compound rather than operating in isolation Specific frameworks, drawn from the MegaThreats thesis, for anticipating systemic stress before it becomes visible in headline economic indicators Clarity on the geopolitical dynamics, particularly US-China rivalry, fiscal dominance risk, and the conditions for de-dollarisation, most likely to affect long-range strategic planning A more calibrated reading of central bank and government policy responses, and the structural conditions under which those responses typically fail or arrive too late Practical language and conceptual tools for articulating compound systemic risk to boards, investors, and regulators, beyond standard scenario planning conventions

Why organisations work with Oliver Kamm He has lived on both sides of the analyst’s desk. Twenty years at the Bank of England, HSBC Securities and Commerzbank Securities, then sixteen years and counting writing The Times leaders on economics and foreign affairs. He reads the data the way a strategist does and frames it the way an editor does. His weekly Times economics column is a primary reference point for British policy debate, which means audiences are hearing the same analysis Westminster, the City and Whitehall are reading the next morning. Authored Accidence Will Happen, endorsed by Steven Pinker as “a unique and indispensable guide to usage”, a credential that signals the rigour he brings to argument and language as well as numbers. He moves cleanly between keynote, panel moderation and after-dinner formats, which lets a single booking cover macro briefing, on-stage interrogation of a CEO and a sharper closing address. Biography highlights Leader writer and columnist at The Times since 2008, covering economics and international affairs. Twenty-year City career: Bank of England, HSBC Securities (European Equity Strategist), Commerzbank Securities (Head of Strategic Research) and founder of WMG Advisors LLP. Author of Anti-Totalitarianism (Social Affairs Unit, 2005), Accidence Will Happen (W&N, 2015) and Mending the Mind (2021). Regular contributor on Newsnight, The Today Programme, Channel 4 News, The Daily Politics, Radio 5 Live and Sky News. Bylines in The Guardian, Prospect, The New York Times and The Jewish Chronicle. Educated at New College, Oxford and Birkbeck College, University of London. Biography The case for booking a serious economics voice for a senior audience usually comes down to translation. Boards are not short of data. They are short of a credible reader of the data who can take a position without flinching, and explain it in language a non-economist will repeat in a meeting the next day. That is the role Kamm has occupied at The Times since 2008. He writes a twice-weekly economics column and is the paper’s principal leader writer on economics and international affairs, which means his analysis sits inside the daily editorial line of one of the few British newspapers still read across Westminster, the City and Whitehall. Before journalism he spent two decades inside the markets he now writes about. Bank of England, HSBC Securities as European Equity Strategist, Commerzbank Securities as Head of Strategic Research, then WMG Advisors LLP, which he founded in 2004. The City background shapes how he reads policy. Capital flows, currency exposure and the actual mechanics of investment decisions are not abstractions when he speaks about them. He is also a working author outside economics. Accidence Will Happen, his 2015 guide to English usage drawn from his Times “Pedant” column, was praised by Steven Pinker for relying on “scholarship rather than dogma”. Mending the Mind followed in 2021. The range matters: it is the reason he holds a room as moderator or after-dinner speaker as confidently as he does in a macro keynote. Key speaking topics Global economy and macro outlook International politics and policy The British economy and public policy Markets, capital flows and the City Media, journalism and editorial judgement Language, communication and clear writing Ideal for Boards and executive committees taking capital allocation or geographic-exposure decisions under macro and geopolitical uncertainty CFOs, treasurers and risk leads briefing internal audiences on the British and global outlook Conference programme owners needing one person to keynote, moderate the CEO panel and close the dinner Audience outcomes A clear, defensible read of the current macro and geopolitical picture, framed for non-economists A working sense of which signals in financial markets and policy actually matter for the year ahead Sharper questions to ask of internal economics and strategy briefings Confidence in the editorial framing of the company’s own external communication on economics and policy

Why organisations work with Omar Christidis He has spent a decade mapping the MENA digital economy at a depth no global consultancy replicates: 30+ Arabnet conferences, 15+ original research reports and direct visibility into more than 650 regional startups. He sits inside the deal flow as Partner and Board Member at Flat6Labs Beirut, so his read on what is actually getting funded in the region is operational, not commentary. His advisory work with the Middle East Institute’s Strategic Foresights Program and the Aspen Institute UK gives him a policy-grade frame on technology that translates well to boards weighing geopolitical exposure alongside digital strategy. He is one of the few speakers who can hold a serious technology conversation in both English and Arabic for a regional C-suite audience, with the Yale and Booz analytical pedigree to back it up. Biography highlights Founder and CEO of Arabnet, the MENA-focused digital events, media and research company, founded in Beirut in 2009. Partner and Board Member, Flat6Labs Beirut, a $20m accelerator with 33 investments in Lebanese startups. Advisory Board Member, Strategic Foresights Program, Middle East Institute, Washington DC. Faculty Member and Moderator, Aspen Institute UK. BA and MBA, Yale University; former consultant at Booz & Co. MENA. Named Global Finance Magazine Top Innovator for the Middle East (2018); featured in Forbes, CNN, CNBC Arabia and Sky News Arabia. Biography The MENA digital economy is no longer an emerging-market footnote. Over the past decade it has produced unicorns, regulatory frameworks for fintech and e-commerce, and a regional venture industry that now writes cheques large enough to keep founders at home. Few people have shaped that shift more practically than the founder of Arabnet. Arabnet was launched in Beirut in 2009, after Omar Christidis left a role in private wealth management in New York during the financial crisis and a stint at Booz & Co. in the MENA. The company has since organised more than thirty regional tech conferences, published over fifteen original research reports on the Arab digital ecosystem, and supported 650+ startups, becoming the standing forum where founders, corporates and investors meet. His credibility is built on access, not opinion. As Partner and Board Member at Flat6Labs Beirut, a $20m accelerator with 33 Lebanese investments, he sees what is being funded. As an Advisory Board Member of the Middle East Institute’s Strategic Foresights Program in Washington and a Faculty Member at Aspen Institute UK, he sees how regional technology decisions are being read in policy circles. The result is a speaker who can tell a Gulf board what the next wave of digital challengers actually looks like, where capital is moving, and which corporate innovation playbooks travel and which do not. Global Finance Magazine named him Top Innovator for the Middle East in 2018; the World Economic Forum named Arabnet a Top 100 Arab World Startup the year before. Key speaking topics MENA digital economy and startup ecosystem Corporate innovation strategy Digital disruption and emerging business models Tech investment and venture capital in the Arab world Future of media and advertising Fourth industrial revolution Banking and fintech in the Middle East Ideal for Boards and C-suites of regional incumbents in banking, telco, media and retail facing digital challengers Global corporates entering or scaling in MENA who need a regional read on customer behaviour and competitive risk Investors, family offices and sovereign funds allocating to MENA technology and venture Government and policy audiences shaping digital, fintech and innovation regulation in the region Audience outcomes A current, named view of where MENA digital capital is flowing and which sub-sectors are concentrating A working frame for distinguishing genuine regional disruptors from imported business models that will not survive local conditions Specific examples of how incumbents in banking, retail and media have responded to digital challengers in MENA, and what worked A sharper read on how Gulf and Levant regulators are shaping the operating environment for technology businesses

Why organisations work with Pankaj Ghemawat He is the originator of the CAGE Distance Framework, the canonical model for evaluating cultural, administrative, geographic, and economic distance between countries, taught in MBA strategy courses worldwide and used inside boards making market entry decisions. He is principal author of the DHL Global Connectedness Index, the most widely cited empirical measure of cross-border flows of trade, capital, information, and people, which gives leadership teams a defensible reading of the global environment rather than headline narrative. His Law of Semiglobalization gives boards a precise corrective to the assumption that the world is either flat or fracturing, and reframes how to size international ambition against domestic baseline. He holds chairs at IESE Business School and NYU Stern, with 25 years of prior Harvard Business School faculty work, including a McKinsey Award for the best Harvard Business Review article of the year. World 3.0 won the Thinkers50 Book Award for best business book of 2010 to 2011, and The Economist named him among the greatest management thinkers in its 2008 guide. Biography highlights Anselmo Rubiralta Professor of Global Strategy at IESE Business School and Global Professor of Management and Strategy at NYU Stern. Director of the Center for the Globalization of Education and Management at NYU Stern. Principal author of the DHL Global Connectedness Index, introduced in 2011. Author of The Laws of Globalization and Business Applications (Cambridge University Press) and World 3.0 (Harvard Business Review Press), winner of the Thinkers50 Book Award. Recipient of the McKinsey Award for best Harvard Business Review article and the Booz Eminent Scholar Award of the Academy of Management’s International Management Division. Named among the greatest management thinkers in The Economist’s 2008 guide and ranked in the Thinkers50. Biography The hardest strategic question in front of most boards is also the one with the weakest data inside the building: how exposed are we to a world that may be fragmenting, and where should we still be investing across borders. Pankaj Ghemawat has spent his career building the empirical apparatus that answers that question. The CAGE Distance Framework, his contribution to global strategy in the 2000s, gave executives a precise way to measure cultural, administrative, geographic, and economic distance between countries. It is now standard material in MBA strategy courses and inside corporate development teams making market entry calls. World 3.0, published by Harvard Business Review Press, won the Thinkers50 Book Award for best business book of 2010 to 2011. His later work, The Laws of Globalization and Business Applications (Cambridge University Press, 2016), formalises two findings drawn from large datasets: international interactions are smaller than domestic ones, and they are dampened by distance along the CAGE dimensions. Boards that internalise both laws stop oscillating between flat-world enthusiasm and deglobalisation panic, and start sizing international ambition against measured reality. He is principal author of the DHL Global Connectedness Index, introduced in 2011 and now the most widely cited empirical measure of trade, capital, information, and people flows across borders. He holds chairs at IESE Business School and NYU Stern, where he directs the Center for the Globalization of Education and Management. Between 1983 and 2008 he was on the full-time faculty at Harvard Business School, where he was made a full professor in 1991, the youngest in the school’s history. Key speaking topics Globalisation and deglobalisation Cross-border strategy and CAGE distance Market entry and emerging markets Geopolitical risk and corporate exposure Supply chain and global value chain restructuring Global Connectedness Index and trade flows International competitive advantage Ideal for Boards and CEOs reviewing international portfolio exposure, China strategy, or sanctions risk Chief Strategy Officers and corporate development teams evaluating market entry or exit Heads of supply chain and operations restructuring after the end of cheap globalisation Senior leadership teams in multinationals setting the next horizon of cross-border investment Audience outcomes A defensible reading of the actual state of globalisation, drawn from the DHL Global Connectedness Index, not headline narrative. The CAGE Distance Framework as a working tool for evaluating country and market decisions. A clear distinction between semiglobalisation and full integration, and what that implies for strategy. Specific implications for boards on China exposure, regional concentration, and supply chain redesign. A sharper internal vocabulary for separating measurable cross-border risk from political mood.

Why organisations work with Paolo Surico He has shown, using household and firm micro-data, that most of the consumption response to interest rates comes from mortgaged households, which is the single most useful framing for any business modelling consumer demand under a rate cycle. His American Economic Review paper on the long-run effects of government spending was cited in the UK Chancellor’s Spring Statement, which is rare evidence that academic work has moved actual fiscal policy. His advisory portfolio with the Bank of England, European Central Bank, European Commission, and Financial Conduct Authority means he reads central bank communications from the inside, not as a commentator. His ESRC GBP 1 million grant and ERC Starting Grant put him in the top tier of European macroeconomists by independent funder validation. He translates technical macro into language a non-economist board can use, which is the reason financial services and professional services firms book him repeatedly. Biography highlights Professor of Economics, London Business School Fellow of the Centre for Economic Policy Research; Research Associate, LSE Centre for Macroeconomics Co-author, “The Long-Run Effects of Government Spending,” American Economic Review (2025), cited in the UK Chancellor’s Spring Statement Awarded a GBP 1 million ESRC grant for “Long-Run Consequences of Business-Cycle Fluctuations”; recipient of an ERC Starting Grant Former Adviser to the Bank of England’s Monetary Policy Committee; consultant to the European Central Bank, European Commission, and Financial Conduct Authority Regular contributor and commentator in the Financial Times, The Economist, Il Sole 24 Ore, and Corriere della Sera Biography Most macroeconomic commentary stops at the aggregate. Surico’s work begins where it usually ends: with the household and the firm. Using micro-data from the US and UK, he has shown that mortgaged households drive most of the consumption response to interest rate changes, while outright owners barely move at all. That finding has reframed how central banks think about transmission, and it gives commercial leaders something more useful than a forecast. His 2025 American Economic Review paper with Juan Antolin-Diaz, “The Long-Run Effects of Government Spending,” used 125 years of US data to show that military and public R&D spending produce large, persistent growth effects through their composition, not their size. The paper was cited in the UK Chancellor’s Spring Statement, which is an unusually direct line between academic research and fiscal policy. The credentials are substantial. Fellow of CEPR, Research Associate at the LSE Centre for Macroeconomics, former Adviser to the Bank of England’s Monetary Policy Committee, current consultant to the European Central Bank and European Commission. A GBP 1 million ESRC grant and an ERC Starting Grant sit behind the academic record. He writes regularly for the Financial Times, The Economist, and the major Italian financial press. What sets him apart for boardroom audiences is the bridge he builds between empirical macro and decisions a leadership team has to make this quarter. When he talks about household debt, demographic change, or the redistributive effects of monetary policy, the argument lands in concrete terms that a CFO, a head of strategy, or a wealth-management chief can act on. Key speaking topics Monetary policy transmission and household debt Public debt sustainability and fiscal outlook Government spending, innovation, and long-run growth Inequality and the macroeconomy Housing, credit, and financial markets Demographic change and macroeconomic policy Ideal for CFO, treasury, and finance leadership teams in financial services, asset management, and insurance Boards and executive committees stress-testing strategy against rate, fiscal, and policy scenarios Wealth and private banking client events where senior clients want substantive macro analysis Strategy and economic-policy functions in industrials, real estate, and consumer-facing sectors Audience outcomes A clearer view of how rate decisions actually move through mortgaged households, renters, and balance sheets, rather than aggregate models A framework for reading central bank communications from the inside of the policy process Specific implications of public debt and government spending trajectories for medium-term growth and capital allocation A grounded read on inequality as a macroeconomic amplifier, not a social commentary point

Why organisations work with Parag Khanna A trilogy of books on global order, connectivity and the Asian century gives clients a coherent thesis on where capital, people and supply chains are moving, not a topical scan of headlines. Founder of AlphaGeo, which operationalises his frameworks as geospatial risk analytics for institutional investors, so the work in the room connects to a product used inside investment processes. Advised US Special Operations Forces in Iraq and Afghanistan and the US National Intelligence Council’s Global Trends programme, which sharpens the briefing for boards weighing political risk and sanctions exposure. Sits inside the Gulf and Asian capital-allocation conversation through the UAE Ministry of Economy’s International Advisory Council and a senior advisory role at Gulf Capital, giving Western audiences access to perspectives they rarely hear directly. Multi-pillar fluency on geopolitics, climate adaptation and demographic mobility means a single keynote can reframe the same investment committee on country risk, supply chain and talent strategy. Biography highlights Founder and CEO, AlphaGeo, an AI-powered geospatial analytics platform for institutional investors. Author of seven books including Connectography, The Future is Asian and MOVE, published by Random House, Simon and Schuster and W&N. PhD in International Relations, London School of Economics; BSc and MA, Georgetown School of Foreign Service. Senior Geopolitical Adviser to US Special Operations Forces in Iraq and Afghanistan (2007); adviser to the US National Intelligence Council’s Global Trends programme. Named Young Global Leader by the World Economic Forum and one of Esquire’s “75 Most Influential People of the 21st Century”. Visiting Senior Fellow, LSE Data Science Institute (2025-27); member, UAE Ministry of Economy International Advisory Council. Biography The argument that capital follows borders has stopped working. Supply chains, energy flows, migration and digital infrastructure now describe the world more accurately than the political map, and Parag Khanna has spent two decades building the data and the language to read it. His trilogy Connectography, The Future is Asian and MOVE traces that shift from theory through to the operating reality facing investment committees and corporate boards. The work sits on serious institutional ground. A PhD from the London School of Economics, two degrees from Georgetown’s School of Foreign Service, and senior research posts at Brookings, the New America Foundation and the Lee Kuan Yew School of Public Policy in Singapore. He has advised US Special Operations Forces in Iraq and Afghanistan and the US National Intelligence Council’s Global Trends programme, work that informs how he handles questions on sanctions, China exposure and political risk in front of senior audiences. What separates the speaking work from the wider geopolitics circuit is that he runs the product. AlphaGeo, the company he founded and leads as CEO, turns the same geospatial and scenario frameworks into analytics used by sovereign wealth funds, pension plans and asset managers. The result is a keynote that connects a global thesis to the country, sector and asset-level decisions a board is already wrestling with. He also sits inside the conversations Western audiences rarely access directly. A seat on the UAE Ministry of Economy’s International Advisory Council, a senior advisory role at Gulf Capital, and a long working relationship with Asian governments and family offices give him a view of where Gulf and Asian capital is actually being committed, and why. Key speaking topics Geopolitical risk and the new global macro Asia, the Gulf and shifting capital flows Supply chain restructuring and connectivity Climate-driven migration and demographic mobility Country risk for institutional investors AI-powered geospatial analytics for decision-making Scenario planning and strategic foresight Ideal for Boards and investment committees of asset managers, pension funds and sovereign wealth funds reweighting country and sector exposure CEOs and CSOs of multinationals revising supply chain, China and Gulf strategy Heads of strategy, risk and policy in financial services, energy and infrastructure Family office principals and private equity partners pricing geopolitical and climate risk into capital decisions Audience outcomes A working thesis on where capital, people and supply chains are moving over the next decade, anchored to named regions and corridors A clearer read on China exposure, sanctions risk and the Gulf and Asian counter-cycle for committee-level conversations Practical framing for how climate-driven migration and demographic shifts intersect with country risk Exposure to how leading sovereign and institutional investors are using geospatial analytics inside live investment processes

Why organisations work with Pascal Coppens Twenty years living and working in China, eleven of them building his own companies in Shanghai. Coppens co-founded Polycore Software in Silicon Valley, founded Letsface in Shanghai, and created Sinnolabs, a growth accelerator preparing Belgian companies for China entry. Three books, one continuous argument: China’s New Normal (2019), Can We Trust China? (2022) and China’s Next Miracle (2026) follow China from copycat to standard-setter to intellectual property creator. In 2019 he named ten sectors where China would set the global innovation standard by 2025. Huawei, TikTok, TEMU, Ant, BYD, DJI, and BGI have since made the case for him. The eight circles of trust framework in Can We Trust China? gives Western leaders analytical ground on a polarised question, neither cheerleading China nor reducing it to threat. Biography highlights Author of three books on modern China: China’s New Normal (2019), Can We Trust China? (2022), and China’s Next Miracle (2026). Master’s in Eastern Languages and Cultures from Ghent University and Business Engineering degree from Solvay Business School (Free University of Brussels). Twenty years living and working in Shanghai and Beijing, with several years in San Francisco; founder of Letsface, co-founder of Polycore Software, creator of Sinnolabs. Partner at nexxworks; delivers close to 100 keynotes a year for clients including Mastercard, Microsoft, Salesforce, Huawei, Walmart, P&G, S.W.I.F.T., Rabobank, EY, and PWC, and teaches at CEDEP (INSEAD) and London Business School. YouTube channel Pascal’s China Lens with 65,000+ subscribers and 4 million views; regular guest on Belgian public broadcaster VRT; co-host of the Radar podcast with Peter Hinssen and Steven Van Belleghem. Biography Chinese companies now lead in electric vehicles, mobile payments, social commerce, drone manufacturing, and consumer AI. The country has moved past the cheap-factory phase that shaped Western mental models. Western executives are now competing against or partnering with companies whose innovation logic they were not trained to read. Coppens has spent two decades operating on both sides of that gap. He began at the Alcatel joint venture Shanghai Bell in 2000, moved to San Francisco with Wind River Systems, and co-founded Polycore Software in Silicon Valley in 2004. He returned to Shanghai in 2005 and later founded Letsface, an offline community platform for premium global brands. His primary sources were the hundreds of Chinese innovators he employed and competed against. Three books trace a developing argument. China’s New Normal (2019) mapped ten sectors where Chinese companies would set the innovation standard by 2025, with predictions on Huawei, BYD, DJI, TikTok, and Ant largely borne out. Can We Trust China? (2022) tackled the trust deficit fuelling Western fear, building an eight circles of trust framework as an analytical handle on a polarising question. China’s Next Miracle (2026) tracks the shift from market innovation to intellectual property creation, and China’s geostrategic alignment with the Global South. Coppens delivers close to 100 keynotes a year for Fortune 500 audiences and advises boards and management teams on China. He runs the Pascal’s China Lens YouTube channel for 65,000 subscribers and co-hosts the Radar podcast with Peter Hinssen and Steven Van Belleghem. Beijing has set 2030 as its target for global innovation leadership, which on his reading leaves Western companies about five years to prepare. Key speaking topics China’s innovation model Geopolitical risk and US-China-EU dynamics China’s economic transition Chinese business ecosystems Supply chain de-risking Generative AI in China Cross-cultural business with Chinese partners The multipolar world order Ideal for Boards and executive committees facing strategic decisions on China exposure CSOs, transformation leads, and innovation heads benchmarking against Chinese competitors COOs and procurement leaders rethinking supply chain after the end of cheap globalisation Senior leadership teams in industries where Chinese companies are moving from supplier to direct competitor (automotive, consumer electronics, retail, pharmaceuticals) Audience outcomes A clearer reading of China’s current strategic intent, separated from both the threat narrative and the market opportunity narrative The specific mechanics behind Chinese ecosystem speed and scale, drawn from the WeChat superapp, Alibaba’s platforms, Haier’s micro-enterprises, and the state-built EV supply chain A view of which Chinese competitors and partners are most relevant to their sector, and which are noise Sharper questions for their China strategy: whether to de-risk, where to compete, where to partner, where to learn from A current map of China’s AI position relative to the US and Europe, including the policy and infrastructure context

Why organisations work with Pascal Lamy He spent eight years running the WTO and five years as the EU’s Trade Commissioner. Few people alive have personally negotiated as much of the architecture that boards now watch breaking down. He works at the level of operating substance, not commentary. Doha, EU enlargement trade chapters, the China accession follow-through, the transatlantic disputes: he was in the room. He frames geoeconomics and geopolitics as a single system, an argument set out with Nicole Gnesotto in Strange New World, which gives leaders a working language for decisions they used to treat as separate. He is a credible bridge into European institutional thinking. Chef de cabinet to Jacques Delors for nine years, now President of the Paris Peace Forum and President emeritus of the Jacques Delors Institute. Biography highlights Director-General of the World Trade Organization, 2005 to 2013, re-elected unanimously for a second term. European Commissioner for Trade, 1999 to 2004, under Commission President Romano Prodi. Chef de cabinet to Jacques Delors at the European Commission, 1985 to 1994. CEO of Credit Lyonnais through its restructuring and privatisation, 1994 to 1999. Author of The Geneva Consensus (Cambridge University Press, 2013) and co-author of Strange New World: Geoeconomics vs Geopolitics (Odile Jacob, 2020). President of the Paris Peace Forum; CEPR Distinguished Fellow; affiliate professor at HEC Paris and CEIBS Shanghai. Biography The system of rules that governed cross-border trade for three decades is no longer the system companies are operating in. Tariffs, export controls, sanctions regimes and industrial subsidies have become first-order strategic variables, and the institutions designed to arbitrate them have lost most of their authority. Pascal Lamy spent two decades inside that machinery and is one of the few public figures who can describe, from the inside, what is breaking and what is taking its place. As Director-General of the World Trade Organization from 2005 to 2013, re-elected unanimously for a second term, he led the institution through the Doha Round and through China’s full integration into the global trading system. Before that, as European Commissioner for Trade from 1999 to 2004, he handled the EU’s most consequential trade files of the period, including its position on WTO accession negotiations and transatlantic disputes. His earlier career sits at the heart of the European project. For nine years he was chef de cabinet to Jacques Delors at the European Commission, working on the single market, the run-up to monetary union and successive enlargement. He then ran Credit Lyonnais through its restructuring and privatisation, a reminder that his read on policy is paired with operating experience inside a balance sheet under pressure. He now writes and convenes from a small set of platforms: President of the Paris Peace Forum, President emeritus of the Jacques Delors Institute, CEPR Distinguished Fellow, affiliate professor at HEC Paris and CEIBS Shanghai. With Nicole Gnesotto he co-authored Strange New World, the argument that geoeconomics and geopolitics now have to be read as one system. For boards trying to set capital allocation under that framing, he is among the most credible voices available. Key speaking topics Global trade and the future of the WTO Geoeconomics and geopolitics EU-US-China relations European integration and the EU policy agenda Sanctions, export controls and industrial policy Globalisation and supply chain restructuring Multilateral governance under strain Ideal for Boards and executive committees of multinationals with material exposure to US, EU and China trade policy CSOs, heads of public affairs and chief economists setting macro and political risk frameworks Investor and asset manager forums focused on capital allocation under geopolitical stress Senior policy and government affairs leaders working on EU institutional questions Audience outcomes A working map of how the trade and geoeconomics system is actually being rewired, from someone who helped write the previous version A grounded read on the EU-US-China triangle that goes beyond headline risk Sharper questions for the board on sanctions exposure, supply chain restructuring and industrial policy alignment A vocabulary for treating geoeconomics and geopolitics as one decision frame, not two

Why organisations work with Paul Johnson He led the Institute for Fiscal Studies through fourteen years of fiscal events, Budgets and Spending Reviews, and is the economist most often cited when journalists need the numbers explained. He has been inside the machinery: Director of Public Spending at HM Treasury and Chief Economist at the Department for Education, so he speaks to how decisions are actually made, not how they are reported. His book Follow the Money is the clearest public account of how Britain raises and spends roughly £1 trillion a year, and it gives a board a shared vocabulary for fiscal risk. Eleven years on the UK Climate Change Committee mean he can connect net zero policy to the capital allocation choices it forces on boards, not just the headline target. As Provost of The Queen’s College, Oxford, he now sits at the intersection of economic policy, higher education funding and long-term institutional strategy. Biography highlights Director of the Institute for Fiscal Studies, 2011 to 2025. Provost of The Queen’s College, Oxford, from August 2025. Author of Follow the Money: How Much Does Britain Cost? (2023), Sunday Times bestseller. Weekly columnist for The Times; presenter of Austerity Audit on BBC Radio 4. CBE, 2018, for services to social sciences and economics. Honorary doctorates from UCL, York, Sussex and Exeter; member of the UK Climate Change Committee for eleven years. Biography The state raises and spends roughly £1 trillion a year in the UK. Most boards treat that figure as background. It is not. Tax policy, departmental budgets and the demographics behind them shape the cost of capital, the cost of labour and the regulatory weather every business operates in. For fourteen years as Director of the Institute for Fiscal Studies, Paul Johnson was the public translator of those numbers. The IFS Budget briefings he led became the reference point for journalists, civil servants and parliamentary committees on fiscal events. Follow the Money, his 2023 book, is the most readable account of UK public finances in print, and it became a Sunday Times bestseller. His credibility is built on direct experience inside the system. He was Director of Public Spending at HM Treasury, Chief Economist at the Department for Education, and Deputy Head of the Government Economic Service. He served eleven years on the UK Climate Change Committee, where the policy gap between net zero ambition and capital allocation is most visible. He sat on the councils of the ESRC and the Royal Economic Society. In August 2025 he became Provost of The Queen’s College, Oxford. He continues to write a weekly column for The Times and to advise organisations whose strategic decisions are shaped by UK and global fiscal policy. He was appointed CBE in 2018 for services to social sciences and economics. Key speaking topics UK public finances and fiscal policy Tax, welfare and pensions reform Macroeconomic outlook and capital allocation Income inequality and the distributional effects of policy Climate change economics and net zero financing Government spending priorities and trade-offs Ideal for Boards and executive committees of UK and internationally exposed companies CFOs, treasurers and heads of strategy planning under fiscal and tax uncertainty Investor and asset-management audiences focused on macro and policy risk Public-sector leadership and regulated-industry executives Audience outcomes A clear read of how the next Budget, Spending Review or fiscal event is likely to land A shared vocabulary for fiscal risk that connects Treasury decisions to operating choices A grounded view of how net zero policy will translate into capital and tax pressure A sharper sense of where UK macroeconomic constraints will most affect their sector Direct answers to the questions a CFO or chair actually wants to ask an economist

Why organisations work with Paul Lewis He is the voice UK consumers associate with personal-finance scrutiny. For a pensions provider, bank or platform, putting him in front of customers, advisers or regulators is borrowing the most trusted editorial brand in retail finance. Three decades inside Money Box and Money Box Live means he reads regulatory shifts, scam patterns and adviser conduct from the perspective of the person being affected, not the firm being affected. He is a working broadcaster, not a retired one. Panels, fireside conversations and after-dinner sessions land in the same register listeners hear on Radio 4 every Saturday lunchtime. His record on consumer protection is recognised by the industry itself. The Association of British Insurers gave him a lifetime achievement award; the Association of Investment Companies named him Best Broadcast Journalist; the University of Essex awarded an honorary doctorate citing journalism in defence of consumers. He brings a journalist’s discipline on questions: pension providers, life companies, asset managers and intermediaries are interrogated on the substance their customers actually feel. Biography highlights Presenter of BBC Radio 4’s Money Box and Money Box Live, the BBC’s flagship personal-finance programmes, since 2000. Author of Money Box: Your Toolkit for Balancing Your Budget, Growing Your Bank Balance and Living a Better Financial Life, published by Penguin Random House. Monthly Money Works columnist for Saga Magazine and longstanding columnist for Money Marketing. Lifetime achievement award, Association of British Insurers, 2006. Best Broadcast Journalist, Association of Investment Companies, 2011. Multiple Headline Money Awards Broadcast Journalist of the Year, including 2013. Honorary doctorate, University of Essex, 2013, for journalism defending consumers. Biography The pension freedoms reforms of 2015, the long pull of auto-enrolment, scam epidemics targeting older savers and the slow remediation of bad advice have made retail finance one of the most contested editorial territories in Britain. Money Box on BBC Radio 4 is where the issues land first, and Paul Lewis has been the programme’s presenter since September 2000. Three decades of independent journalism sit behind that chair. Lewis began reporting on personal finance in the 1980s and joined Money Box in the 1990s before returning to present it. He writes the monthly Money Works column for Saga Magazine, contributes to Money Marketing, and remains a regular voice on BBC Breakfast, Today, Woman’s Hour and You and Yours when consumer-finance stories break. The industry has recognised the work on its own terms. The Association of British Insurers gave him a lifetime achievement award in 2006. The Association of Investment Companies named him Best Broadcast Journalist in 2011. The University of Essex awarded an honorary doctorate in 2013, citing his journalism in defence of consumers. He is also the author of Money Box, published by Penguin Random House, a practical handbook drawn from years of listener questions on tax, pensions, debt, property and investing. For financial services audiences, the commercial value is editorial credibility most senior leaders cannot manufacture in-house. When Lewis questions a chief executive on a panel, or chairs a regulatory roundtable, or speaks after dinner to a firm’s adviser network, he carries the listening relationship he has built with retail savers into the room. Key speaking topics Personal finance and consumer money Pensions, retirement income and pension scams Personal taxation and tax policy Financial services regulation and conduct Fraud, scams and consumer protection Banking and savings Financial journalism and the consumer voice Ideal for Financial services firms: banks, insurers, life and pensions providers, asset managers, platforms. IFA networks, wealth managers and advice firms commissioning panels, conferences or adviser events. Regulators, trade bodies and consumer organisations working on retail conduct, scams or pension policy. Boards and senior leadership teams in retail-facing financial services who want a journalist’s pressure-test on customer experience. Audience outcomes A clearer read on what retail customers actually hear, miss and mistrust about pensions, tax and savings. Concrete recent cases of scams, mis-selling and conduct failure, drawn from Money Box reporting. A working journalist’s framing of how regulatory change lands with consumers, not with compliance teams. A view of the trust gap between financial services and the public, and where it can realistically be closed.