Economic Trends & Global Markets

Why organisations work with David Daokui Li His 2023 research found China’s local government debt to be 50% higher than IMF and World Bank estimates – using a new measurement methodology – making him one of the few analysts whose China numbers organisations have reason to trust over consensus figures He has attended high-level meetings with figures including Xi Jinping, giving him direct, first-person insight into how China’s senior leadership frames decisions – not inference from official statements His book «China’s World View» (W. W. Norton, 2024) frames Western misunderstanding of China as a systemic risk in itself – shifting the question from «what will China do?» to «why do we keep misreading it?» As a Harvard-trained economist who returned to lead China’s most prominent economic research centre, he can translate between two fundamentally different frameworks for economic reasoning – not just describe one to an audience fluent in the other His co-presidency of the Society for the Analysis of Government and Economics alongside Nobel Laureate Eric Maskin signals that his analytical framework for understanding state-driven economies is taken seriously at the highest level of the discipline Biography highlights Mansfield Freeman Chair Professor of Economics and Director of ACCEPT, Tsinghua University School of Economics and Management PhD in Economics, Harvard University; BS from Tsinghua University, 1985, as a member of the first graduating cohort of the School of Economics and Management Member, Monetary Policy Committee, People’s Bank of China (2016-2018); former external adviser to the International Monetary Fund; member, CPPCC (2008-2023) Founding Dean, Schwarzman College, Tsinghua University Co-President, Society for the Analysis of Government and Economics (SAGE), alongside Eric Maskin, 2007 Nobel Laureate in Economics Author, «China’s World View: Demystifying China to Prevent Global Conflict» (W. W. Norton, 2024), endorsed by Lawrence Summers, Jeffrey Sachs, Niall Ferguson, and Mark Leonard Regular contributor to Project Syndicate; cited in the Wall Street Journal, Financial Times, Bloomberg, and New York Times; appears on CNBC and Bloomberg TV Named one of China’s 10 most influential economists by Wall Street Wire (2006) Biography China’s economy confounds Western observers not because it is opaque, but because it operates on a different logic – one shaped by two thousand years of Confucian governance philosophy, decades of directed industrial policy, and a political system with incentives that bear little resemblance to liberal democratic models. David Daokui Li is the Mansfield Freeman Chair Professor of Economics at Tsinghua University and Director of the Academic Center for Chinese Economic Practice and Thinking (ACCEPT). He holds a PhD from Harvard and was a member of the first graduating cohort from Tsinghua’s School of Economics and Management in 1985. Li’s career has been built at the intersection of academic economics and active policy. He served on the Monetary Policy Committee of the People’s Bank of China from 2016 to 2018, was a member of the Chinese People’s Political Consultative Conference for fifteen years, and was an external adviser to the IMF. He has attended high-level government meetings with figures including Xi Jinping. The founding dean of Schwarzman College at Tsinghua, he also co-presides over the Society for the Analysis of Government and Economics alongside Nobel Laureate Eric Maskin – a pairing that reflects where his intellectual ambition sits: building a rigorous framework for understanding economies in which the state is a primary actor. His 2023 research, conducted at ACCEPT with co-author Zhang He, concluded that China’s local government debt stood 50% higher than IMF and World Bank estimates – a finding that challenged the methodologies on which most international assessments of China’s fiscal position rely. His 2024 book, «China’s World View: Demystifying China to Prevent Global Conflict,» published by W. W. Norton, makes the case that Western strategic miscalculation on China stems not from a lack of information but from a failure to understand how China’s leadership thinks. The book was endorsed by Lawrence Summers, Jeffrey Sachs, Niall Ferguson, and Mark Leonard. For organisations navigating decisions about China – whether on investment exposure, supply chain design, or geopolitical positioning – Li offers something genuinely rare: the analytical rigour of a Harvard-trained economist, direct access to China’s senior policy deliberations, and the ability to articulate what China’s government actually believes about its own economic model and its place in the world. Key speaking topics China’s economic strategy and the logic of state-directed capitalism US-China economic competition and the risks of strategic misreading China’s local government debt and systemic financial risk The internationalisation of the RMB and China’s role in global finance Geopolitical risk and its economic consequences for multinationals China’s governance model – history, incentives, and decision-making Global economic rebalancing and the future of multilateral institutions Ideal for Boards and C-suites of multinationals with significant China exposure or supply chain dependencies Chief Risk Officers and Chief Strategy Officers navigating US-China decoupling scenarios Investment committees and asset managers with emerging market or Asia-Pacific mandates Senior government and policy audiences working on trade, geopolitical risk, or international economic governance Audience outcomes A clearer model for how China’s senior leadership actually frames economic decisions – not derived from official statements alone A more accurate picture of China’s structural fiscal risks, including the scale and composition of local government debt A framework for distinguishing between China’s stated policy positions and the underlying strategic logic that drives them A calibrated view of where US-China economic tension is most likely to produce disruption, and where convergence remains possible Practical reference points for pressure-testing internal assumptions about China in investment, supply chain, and strategic planning contexts

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

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

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

Why organisations work with Sir Christopher Pissarides The Diamond-Mortensen-Pissarides model – the standard tool used by central banks and governments to analyse unemployment and wage formation – means his analysis carries a precision and institutional grounding that macroeconomic commentary cannot match. His Pissarides Review into the Future of Work and Wellbeing, a Nuffield Foundation-funded programme conducted with Imperial College London and Warwick Business School, converts macroeconomic research into concrete, evidence-based frameworks for managing workforce disruption from automation. Forty years of advisory work for the World Bank, European Commission, OECD, and Bank of England means audiences receive analysis that has already shaped the policy environment they operate in – not analysis that describes it from the outside. His position as co-developer of the most cited model in labour economics, and former chair of a national economy council during a financial crisis, enables board-level conversations that translate structural theory directly into strategic workforce decisions. His analysis of AI and automation extends the search-frictions framework behind his Nobel Prize – it is not speculative commentary, but a rigorous continuation of four decades of original research applied to a new generation of technological disruption. Biography highlights Nobel Prize in Economic Sciences 2010, jointly with Peter Diamond and Dale Mortensen, for “analysis of markets with search frictions” Regius Professor of Economics, London School of Economics – faculty member since 1976; former Head of the Economics Department Co-developer of the Diamond-Mortensen-Pissarides (DMP) model – the standard global tool for analysing unemployment, wage formation, and labour market policy Author of Equilibrium Unemployment Theory (MIT Press) – the standard reference in labour economics Co-Founder and Co-Chair, Institute for the Future of Work (2018); led the Pissarides Review into the Future of Work and Wellbeing, a £1.8m Nuffield Foundation-funded programme with Imperial College London and Warwick Business School Knighted 2013 for services to economics; IZA Prize in Labor Economics 2005; Fellow of the British Academy, Econometric Society, and American Economic Association; adviser to the World Bank, European Commission, OECD, and Bank of England Biography The Diamond-Mortensen-Pissarides model is the standard analytical framework for understanding unemployment. Sir Christopher Pissarides co-built it at the London School of Economics, where he has been on the faculty since 1976. He received the 2010 Nobel Prize in Economic Sciences for the work, jointly with Peter Diamond and Dale Mortensen. The model’s core claim is that labour markets are governed by frictions. Workers and vacancies do not find each other efficiently. Search costs, information gaps, and institutional design create persistent mismatches that no increase in job openings can resolve on its own. This structural view of unemployment is the one that central banks, the World Bank, and the European Commission reach for when they need precision rather than commentary. Pissarides co-founded the Institute for the Future of Work in 2018 and led the Pissarides Review into the Future of Work and Wellbeing, a Nuffield Foundation-funded programme conducted with Imperial College London and Warwick Business School. The Review applies his frictions framework to automation and AI, producing evidence on how technological disruption creates new mismatches and what organisations and governments must do to manage them. His advisory record spans the World Bank, the European Commission, the OECD, and the Bank of England. He chaired the National Economy Council of the Republic of Cyprus during its financial crisis. He is a Fellow of the British Academy, the Econometric Society, and the American Economic Association. For boards and leadership teams working through structural workforce questions, his analysis carries a weight that secondary interpretation of the same data cannot replicate. Key speaking topics Labour market economics and unemployment theory Search frictions and job matching Automation, AI, and the future of work Workforce disruption and structural economic change Employment policy and institutional design Economic growth and structural transformation Worker wellbeing and productivity Ideal for Boards and C-suite leadership navigating long-term workforce and employment strategy Policymakers, finance ministries, and government economic advisers Chief Human Resources Officers and HR leadership teams grappling with automation and structural workforce change Economic and business conferences addressing labour markets, growth, or the workforce consequences of technology Audience outcomes A structural model for why labour markets underperform that goes beyond cyclical explanations Analytical tools for assessing how automation and AI will affect workforce composition in specific sectors or regions A framework for distinguishing cyclical workforce disruption from structural change that requires institutional response Policy context for decisions on hiring, reskilling, and workforce investment Clarity on how technological change distributes economic gains and losses – and what factors determine which outcome prevails

Why organisations work with Chris Goodall His book Possible: Ways to Net Zero provides a sector-by-sector analysis of 16 specific technical challenges – from green hydrogen storage to decarbonising steel and cement – giving executive teams a structured, evidence-based account of what net zero delivery actually requires, not just what it aspires to. He sits on the Advisory Board of the Pictet Clean Energy Fund in Geneva, advising institutional capital on the technologies he researches and writes about – his perspective is shaped by what serious investors are actually backing, not by policy advocacy. Carbon Commentary – his long-running newsletter, part of the Guardian Environment Network – has tracked real-world clean energy deployment data independently for over a decade. Executives and investors treat it as a check on sector claims rather than a source of promotional commentary. Ten Technologies to Fix Energy and Climate was named an FT Books of the Year, establishing a track record of translating complex energy systems into analysis that serious non-specialist audiences can act on. He covers hard-to-abate sectors – aviation, agriculture, heavy industry – where most advisers produce high-level ambition; Goodall engages with specific technologies and deployment realities. Biography highlights Author of seven books on energy and climate published over 17 years, with Possible: Ways to Net Zero (Profile Books, 2024) as the most recent Ten Technologies to Fix Energy and Climate named an FT Books of the Year What We Need to Do Now shortlisted for the 2020 Wainwright Prize for Writing on Global Conservation Member of the Advisory Board, Pictet Clean Energy Fund, Geneva Publisher of Carbon Commentary – long-running energy transition newsletter and website, part of the Guardian Environment Network Contributor to The Guardian, The Independent and The Ecologist Alumnus of the University of Cambridge and Harvard Business School (MBA) Biography Chris Goodall has spent nearly two decades tracking the energy transition – not as a trend to describe, but as a set of specific, solvable technical and economic problems. His most recent book, Possible: Ways to Net Zero (Profile Books, 2024), takes that argument to its logical conclusion: mapping 16 distinct challenges on the path to carbon neutrality, from the decarbonisation of steel and cement to green hydrogen storage and climate-resilient agriculture. That analytical discipline is tested against real capital. Goodall sits on the Advisory Board of the Pictet Clean Energy Fund in Geneva, where institutional investors are deploying money into the technologies he researches. It is a position that keeps his work anchored in what is commercially viable now, rather than what might be viable in a decade. Most energy transition commentary collapses that distinction. His Carbon Commentary platform – part of the Guardian Environment Network – has tracked clean energy deployment data independently for over a decade. It has earned a readership among executives and investors precisely because it does not represent a corporate or consultancy position. Ten Technologies to Fix Energy and Climate was an FT Books of the Year; What We Need to Do Now was shortlisted for the 2020 Wainwright Prize for Writing on Global Conservation. Goodall read at the University of Cambridge and holds an MBA from Harvard Business School. He brings to board-level audiences something the energy transition conversation rarely produces: an independent, data-grounded account of what is technically and financially achievable – and what is not. Key speaking topics Net zero pathways and energy system transformation Decarbonisation technologies: hydrogen, storage, renewables deployment Hard-to-abate sectors: steel, cement, aviation, agriculture Clean energy investment and technology readiness Climate policy, regulation and corporate strategy Electric vehicles and charging infrastructure Grid infrastructure and the limits of the energy transition Ideal for Boards and executive teams building credible net zero strategies Energy, infrastructure and sustainability investors Chief Sustainability Officers and ESG leaders in energy-intensive industries Chief Strategy Officers and transformation leads navigating the capital implications of decarbonisation Audience outcomes A clearer picture of which decarbonisation technologies are deployment-ready and which remain speculative A realistic, sector-specific understanding of what net zero delivery actually requires operationally Greater confidence in evaluating clean energy investment claims against independent evidence Insight into the policy and regulatory risks shaping energy transition timelines A framework for moving from corporate climate ambition to credible, technology-grounded action

Why organisations work with Carl Frey The 2013 paper Frey co-authored with Michael Osborne – estimating 47% of US jobs at risk from automation – is one of the most cited works in social science of the past two decades, with its methodology adopted by Obama’s Council of Economic Advisors, the World Bank, and the Bank of England. No comparable speaker in this space brings this level of intellectual provenance to the conversation. His concept of the “technology trap” gives boards a precisely named mechanism for diagnosing their own institutional response to AI: the pattern by which efforts to resist short-term disruption deny organisations the long-term gains that technology makes possible. How Progress Ends (Princeton, 2025) addresses the question now at the top of most board agendas – why do some organisations and nations sustain the capacity to benefit from new technology while others stagnate – and gives senior leaders a durable, historically grounded answer rather than a forecast. His analysis is built on 1,000 years of economic history, not current trend extrapolation. That means the framework he offers survives the next wave of AI announcements rather than becoming obsolete with each new model release. Advisory roles with the G20, OECD, European Commission, and OECD Global Partnership on Artificial Intelligence mean he brings regulatory and policy intelligence that most academic speakers lack – organisations understand not just the technology but the governance environment forming around it. Biography highlights Dieter Schwarz Associate Professor of AI & Work, Oxford Internet Institute; Fellow of Mansfield College; Director, Future of Work Programme, Oxford Martin School, University of Oxford Co-author of “The Future of Employment” (2013, with Michael Osborne) – one of the most cited social science papers of the past two decades; 20,000+ citations on Google Scholar; methodology adopted by Obama’s Council of Economic Advisors, the World Bank, and the Bank of England Author of The Technology Trap (Princeton University Press, 2019) – Financial Times Best Books of the Year; winner of the Richard A. Lester Prize for Outstanding Book in Industrial Relations and Labour Economics (Princeton University) Author of How Progress Ends (Princeton University Press, 2025) – shortlisted for the FT/Schroders Business Book of the Year Award; finalist for the Lionel Gelber Prize Advisor to the G20, OECD, European Commission, and United Nations; former member of the OECD Global Partnership on Artificial Intelligence and the World Economic Forum’s Global Future Council on the New Economic Agenda Ranked in the top 0.5% of economists worldwide by IDEAS/RePEC; contributor to the Financial Times, Wall Street Journal, Foreign Affairs, Scientific American, and The Economist (By Invitation) Biography The paper that put 47% of US jobs at risk of automation – co-authored at Oxford by Carl Benedikt Frey and Michael Osborne in 2013 – reshaped the global policy debate and became one of the most cited works in social science that decade. Obama’s Council of Economic Advisors used its methodology. So did the World Bank and the Bank of England. The Economist later described Frey as an “accidental doom-monger”: his own reading of the evidence was considerably more nuanced than the headlines. That nuance became the subject of his first book. The Technology Trap (Princeton, 2019) – Financial Times Best Book of the Year and winner of Princeton’s Richard A. Lester Prize – argued that the real risk of automation is not that work disappears, but that organisations and governments mismanage the transition. Drawing on the Industrial Revolution and the Computer Revolution, Frey named the failure mode precisely: resistance to short-term disruption, he showed, tends to deny access to the long-term gains. His 2025 book How Progress Ends – shortlisted for the FT/Schroders Business Book of the Year Award – extends the framework to the question now central to board strategy: why do some organisations and nations sustain the capacity to benefit from new technology while others stagnate? Frey’s answer, built from 1,000 years of economic history spanning Song China to the present, identifies the balance between decentralised innovation and the institutional capacity to scale as the deciding factor. As Dieter Schwarz Associate Professor of AI & Work at Oxford’s Internet Institute and Director of the Future of Work Programme at the Oxford Martin School, Frey advises the G20, OECD, European Commission, and United Nations. His analysis appears in the Financial Times, Wall Street Journal, Foreign Affairs, and Scientific American. IDEAS/RePEC ranks him in the top 0.5% of economists worldwide. Key speaking topics Automation, AI, and labour market transformation The technology trap: historical lessons for the age of AI Why progress stalls – and what organisations and nations can do about it Workforce strategy in an era of technological disruption AI, inequality, and the distribution of economic gains Industrial policy and the geopolitics of technological leadership The economics of innovation: decentralisation, scaling, and competitive advantage Ideal for Boards and C-suite leadership teams navigating AI investment decisions and long-term workforce strategy CHROs and transformation leads developing evidence-based frameworks for workforce planning under conditions of technological disruption Policy and public affairs functions in sectors facing direct automation exposure – financial services, professional services, manufacturing Strategy and scenario planning teams in organisations with significant AI or digital transformation programmes Audience outcomes A historically grounded framework for distinguishing automation that displaces workers from technology that expands what workers can do – and why the difference matters for investment decisions A working understanding of the “technology trap” mechanism: how to identify institutional resistance before it becomes strategically costly Concrete criteria for evaluating workforce and AI investment decisions against historical patterns of disruption, transition, and recovery Insight into the macro-economic and geopolitical conditions shaping AI adoption – including what the US-China competition for technological leadership means for business strategy Sharper language and stronger evidence for board-level conversations about AI, workforce, and long-term competitive positioning

Why organisations work with Carl Bildt He negotiated the Dayton Peace Accords as EU Special Envoy and went on to serve as the first High Representative in Bosnia. Few speakers have personally built a post-war political settlement from the inside. He has run a European country, then run its foreign policy through the Russian invasion of Georgia, the Arab Spring and the launch of the EU’s Eastern Partnership. The view from a head of government and a foreign minister, in the same career, is rare on the geopolitics circuit. He co-chairs the European Council on Foreign Relations, the largest pan-European foreign policy network. Briefings are informed by a continent-wide research operation, not one capital’s perspective. He writes regularly for Project Syndicate and The Washington Post and is widely cited on Ukraine, Russia, China and transatlantic strategy. Audiences get the published thinker, not a generic former politician. He sits on the Board of Trustees of the RAND Corporation and was its first non-US trustee, giving him a working relationship with the US strategic research establishment that most European speakers do not have. Biography highlights Prime Minister of Sweden, 1991 to 1994. Foreign Minister of Sweden, 2006 to 2014. EU Special Envoy to the former Yugoslavia and co-chairman of the Dayton Peace Conference, 1995. First High Representative for Bosnia and Herzegovina, 1995 to 1997. UN Secretary-General’s Special Envoy for the Balkans, 1999 to 2001. Co-Chair, European Council on Foreign Relations. Board of Trustees, RAND Corporation. Senior Adviser to the Wallenberg Foundations. Author, “Peace Journey: The Struggle for Peace in Bosnia” (Weidenfeld & Nicolson). Columnist for Project Syndicate, contributing columnist to The Washington Post. Biography The European security order that boards have priced into their strategy for thirty years is being rewritten in real time. Ukraine, sanctions regimes, US policy swings and renewed Chinese pressure are no longer foreign-affairs reading. They feed directly into capital allocation, country risk and supply chain decisions in Berlin, Paris, London and Stockholm. Carl Bildt has watched this shift from inside the rooms where it has been argued out. As Prime Minister of Sweden in the early 1990s, he led the negotiation of Sweden’s accession to the European Union. As EU Special Envoy to the former Yugoslavia, he co-chaired the Dayton Peace Conference and then served as the first High Representative in Bosnia and Herzegovina, building a peace settlement on the ground. Returning to office as Foreign Minister of Sweden from 2006 to 2014, he was one of the architects of the EU’s Eastern Partnership and a vocal European voice through Russia’s war in Georgia and the early years of the Ukraine crisis. He co-chairs the European Council on Foreign Relations, sits on the Board of Trustees of the RAND Corporation, and writes regularly for Project Syndicate and The Washington Post. His “Peace Journey: The Struggle for Peace in Bosnia” remains one of the few first-person accounts of building a post-war political order in Europe. Audiences book him for what that experience yields now: a direct, unsentimental read on Russia, the transatlantic relationship and the trajectory of the European project under pressure. Key speaking topics European geopolitics and the future of the EU The transatlantic relationship and US foreign policy Russia, Ukraine and the post-1989 security order China and the global rules-based system Sanctions, political risk and country exposure Post-conflict diplomacy and peace negotiation Northern European and Nordic political economy Ideal for Board and executive team off-sites where geopolitical risk has become a strategic variable International banks, asset managers and insurers reviewing country and sanctions exposure Industrial and energy groups with material exposure to Europe, Russia, Ukraine or China Public affairs, policy and government relations leadership in multinationals Audience outcomes A current, named read on Russia, Ukraine and the trajectory of European security from someone who has been in the room. A clearer view of how transatlantic policy shifts under successive US administrations translate into European corporate exposure. A working framework for thinking about sanctions, energy and supply chain risk through a geopolitical, not just regulatory, lens. A sense of where the EU is going as a foreign and security actor, from a head of government who negotiated his country into it.

Why organisations work with Bill Emmott His 13 years editing The Economist – during which global circulation roughly doubled – produced a practitioner’s discipline in making geopolitical complexity legible to business audiences without simplifying it away. His 2024 IISS Adelphi book on Taiwan develops a specific deterrence framework for US-China conflict risk, giving boards a tested analytical vocabulary for the most consequential near-term geopolitical scenario they face. His argument in The Fate of the West (2017) – that the democratic world’s greatest threat is institutional self-erosion, not external aggression – anticipated a political dynamic that organisations are now managing in real time. Three decades of specialist focus on Japan, Asia, Italy, and European political economy means he does not speak generically about geopolitics; he speaks about specific countries, specific pressures, and specific trajectories. As Senior Adviser, Geopolitics at Montrose Associates, he works at the intersection of intelligence and executive decision-making – his analysis is applied, not academic. Biography highlights Editor-in-Chief, The Economist, 1993–2006; under his editorship global circulation approximately doubled to over one million Chairman of the Trustees, International Institute for Strategic Studies (IISS), 2010–2025 Author of 15 books on Japan, Asia, Italy, and the 20th century; latest published by IISS/Routledge (2024) Gerald Loeb Lifetime Achievement Award for excellence in business journalism, 2009 (UCLA Anderson School) Order of the Rising Sun, Gold Rays with Neck Ribbon, awarded by the Japanese government, 2016 Regular columnist: La Stampa, Nikkei Business, Mainichi Shimbun, Project Syndicate; contributor to the Financial Times First-class honours, Philosophy, Politics and Economics, Magdalen College, Oxford; Honorary Fellow, Magdalen College Ushioda Fellow, Tokyo College, University of Tokyo; visiting fellow at All Souls College and Blavatnik School of Government, Oxford Biography Geopolitics became a boardroom word long before most boards knew how to use it. Bill Emmott spent 13 years at the helm of The Economist – the period in which it doubled its global circulation – developing the discipline of making the world’s structural shifts legible to decision-makers under deadline. That combination of editorial rigour and strategic directness is what he now brings to executive and board audiences. His most recent book, Deterrence, Diplomacy and the Risk of Conflict over Taiwan (IISS/Routledge, 2024), builds a specific analytical framework for the US-China scenario that organisations cite most often as an unquantified risk. His earlier work, The Fate of the West (2017), argued that liberal democracies are more threatened by institutional decay from within than by external pressure – a thesis that has moved from provocative to plainly descriptive in the years since. Emmott’s specialist geography sets him apart from generalist geopolitics commentators. Three decades of work on Japan, Asia, and European political economy – including a Japanese government honour for contributions to UK-Japan relations – gives him granular fluency in precisely the regions where organisations most need specific, rather than broad-brush, risk analysis. Outside writing and speaking, he served as Chairman of IISS Trustees for 15 years, advised Swiss Re’s senior panel for 13 years, and currently acts as Senior Adviser, Geopolitics at Montrose Associates. The accumulated perspective is that of someone who has analysed geopolitical risk not only for public audiences, but for the institutions charged with managing it. Key speaking topics Great-power competition and the US-China relationship Indo-Pacific security and the Taiwan risk scenario The fragility of the liberal international order Geopolitical risk and corporate strategy Japan, Asia, and the shifting balance of economic power European political economy and the future of the EU Business decision-making under geopolitical uncertainty Ideal for Boards and C-suites assessing geopolitical exposure in investment, supply chain, or market strategy decisions Chief Strategy Officers and Chief Risk Officers navigating great-power competition Financial services and insurance sector leadership (experience advising Swiss Re; expertise in macro and political risk) Government affairs, policy, and public affairs leadership teams requiring analysis of Western institutional trends Audience outcomes A clearer analytical framework for distinguishing genuine geopolitical risk from background noise, applicable to specific business decisions A grounded understanding of the US-China-Taiwan scenario and the deterrence logic that shapes it – beyond media headlines A historically informed perspective on why Western institutional resilience matters to business, and where it is most under pressure Specific insight into Japan and Asia’s economic and political trajectories, relevant to market-entry, partnership, and investment decisions The vocabulary to communicate geopolitical risk credibly inside an organisation – to boards, investors, and regulators

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

Why organisations work with Arturo Bris He is the custodian of the IMD World Competitiveness Yearbook – benchmarking 69 economies on 341 criteria annually – which means he brings a proprietary, data-based view of global competitive dynamics that no consultant or generalist economist can replicate. The Right Place (Routledge, 2021) makes a specific, evidence-based argument that national competitiveness explains more of corporate performance than internal strategy or leadership quality – a direct challenge to how most boards set their investment and expansion priorities. His research on 3,692 CEOs across 22 countries and three decades found that conventional analyses significantly overestimate the impact of individual leaders on firm performance – giving boards a more rigorous basis for leadership decisions and executive remuneration. His 2025 book SuperEurope provides a contrarian, data-backed case for Europe as a model of institutional resilience – directly actionable for multinationals reassessing their operating geography in light of US political fragmentation and US-China rivalry. As director of IMD’s Boards and Risks executive programme, he brings a structured, board-tested approach to systemic risk – spanning geopolitical exposure, social evolution, and technological disruption – rather than single-issue commentary. Biography highlights Douglas Geertz IMEDE 1988 Professor in Geopolitics and Business, and Professor of Finance, IMD Lausanne Director of the IMD World Competitiveness Center since 2014; annual rankings cover 69 economies on 341 criteria, including digital competitiveness, talent, and smart cities Former Robert B & Candice J. Haas Associate Professor of Corporate Finance, Yale School of Management Author of The Right Place (Routledge, 2021), SuperEurope (2025), Flex or Fail (2019), and Blockchange! (2018), among other books Academic research published in the Journal of Finance, Journal of Financial Economics, and Review of Financial Studies; contributor to the Financial Times, Wall Street Journal, and Handelsblatt Ranked in the top 100 most-read finance academics in the world TEDx speaker; featured at the World Government Summit and the World Knowledge Forum, Seoul PhD in Management, INSEAD; holds a named chair in Geopolitics and Business Biography Most companies explain their performance by pointing inward – to their strategy, their people, their execution. Arturo Bris, Douglas Geertz IMEDE 1988 Professor in Geopolitics and Business at IMD and Director of the IMD World Competitiveness Center, has spent two decades building the empirical case that this view is incomplete. The environment a company operates in – regulatory quality, institutional trust, infrastructure – shapes outcomes in ways that internal decisions cannot fully override. The IMD World Competitiveness Center, which he has led since 2014, is the research institution behind this argument. It produces the most authoritative annual benchmarking of national competitiveness in the world – covering 69 economies across 341 criteria – and under his direction has expanded to include rankings on digital readiness, talent, and smart cities. His book The Right Place (Routledge, 2021) draws on 30 years of country-level data to explain why similar firms succeed in one country and fail in another, irrespective of their strategic choices. His most recent book, SuperEurope (2025), extends this argument into live geopolitical territory – making a data-driven case that Europe’s institutional model is more resilient than its detractors claim, and more relevant to corporate location strategy than most boards currently recognise. His published research in the Journal of Finance and Journal of Financial Economics spans financial regulation, short-selling markets, corporate governance, and the macroeconomic effects of the Euro. Before joining IMD, he was Associate Professor at the Yale School of Management, where he received the Best Teacher Award twice. He holds a PhD from INSEAD and advises boards and governments across Asia, the Middle East, Europe, and Latin America through the Center’s network and IMD’s Boards and Risks executive programme. Key speaking topics National competitiveness and its effects on corporate performance Geopolitics, economic fragmentation, and global trade Financial regulation and corporate governance The future of globalisation and protectionism Digital competitiveness and smart city development Scenario planning and strategic foresight for boards Labour markets, income inequality, and social mobility Ideal for Boards and C-suite executives making geographic expansion, market entry, or investment allocation decisions Government ministers, policy teams, and national development bodies managing economic competitiveness CFOs and strategy directors navigating geopolitical risk and regulatory change across multiple operating environments Investment committees and sovereign wealth funds benchmarking market and country conditions Audience outcomes A data-based framework for assessing how national competitiveness affects corporate strategy, location decisions, and investment risk A more calibrated view of how much macro-environment – versus internal leadership and strategy – drives firm performance, with implications for board priorities Practical insight into the current state of global economic fragmentation and how to model its effects on market access and supply chain resilience A structured approach to board-level systemic risk, integrating geopolitical, technological, and regulatory dimensions A clearer picture of where competitive advantage is shifting globally, grounded in the IMD World Competitiveness Yearbook data

Why organisations work with Arnaud Bonzom He co-authored the INSEAD and 500 Startups study of the Forbes Global 500, which mapped how 262 of the world’s largest public companies actually engage startups. Few corporate-innovation speakers can point to an original dataset of that scale. He has advised more than 200 corporations on corporate-startup engagement, including Accenture, Airbus, Allianz, AWS, BMW, Shell, Standard Chartered and Volkswagen, as well as the European Commission and several national governments. He can distinguish, on the record, between a startup competition, a corporate accelerator, a corporate venture capital arm and a direct M&A play, and tell a board which one fits the problem they are actually trying to solve. His vantage point is Southeast Asia, built over a decade on the ground in Singapore at 500 Startups and INSEAD, which matters for Western corporates trying to understand Asian market entry and innovation sourcing. Biography highlights Co-author with INSEAD Professor Serguei Netessine of “How do the World’s Biggest Companies Deal with the Startup Revolution?”, the INSEAD and 500 Startups study covering the Forbes Global 500. Former Venture Partner at 500 Startups, focused on Southeast Asian founders. Entrepreneur-in-Residence at INSEAD; previously Assistant Director of Corporate Partnership Development at INSEAD. Founder and Managing Director of Black Mangroves; co-founder of Map of the Money, a platform mapping active investors across Southeast Asia. Research and commentary cited by Forbes, Bloomberg TV, Les Echos, Bain, SAP, BNP Paribas and Orange, with coverage in 28 countries. Speaker at Slush, Web Summit, DLD, Tech in Asia, Rise and SuperReturn. Biography Most large companies now run some form of startup engagement programme. The INSEAD and 500 Startups study of the Forbes Global 500, co-authored by Arnaud Bonzom with Professor Serguei Netessine, found that 262 of those 500 companies were already working with startups. The harder question, which the study set out to answer, is which models actually produce returns. That question sits at the centre of his work. As Director of Corporate Innovation at 500 Startups and later as Entrepreneur-in-Residence at INSEAD, he spent years watching corporates set up accelerators, write cheques, sign partnerships and run competitions, often in parallel, often without a clear theory of what each one was meant to deliver. His argument to boards is that these are different instruments with different risk profiles, and treating them as interchangeable is how budgets get burned. He has put the argument to more than 200 corporations, including Accenture, Airbus, Allianz, AWS, BMW, Shell, Standard Chartered and Volkswagen, and to the European Commission and the governments of Estonia, Germany, Singapore and Taiwan. His work has been cited by Forbes, Bloomberg TV, Les Echos, Bain, SAP, BNP Paribas and Orange, with coverage across 28 countries. His current base is Singapore, where he founded Black Mangroves and co-founded Map of the Money, a data platform that maps active investors across Southeast Asia. That gives him a direct line into one of the more complex venture ecosystems in the world, which matters for any multinational trying to understand where Asian growth capital is actually moving. Key speaking topics Corporate-startup engagement models Corporate venture capital Startup ecosystems Southeast Asia innovation and venture capital Corporate innovation strategy Entrepreneurship and fundraising Ideal for CEOs, CSOs and heads of strategy reassessing corporate innovation and venture programmes Corporate venture capital leads, accelerator directors and M&A teams Boards and executive committees of multinationals expanding into or sourcing innovation from Southeast Asia Audience outcomes A clear read on which corporate-startup engagement model fits which strategic objective, with trade-offs named A grounded view of how the Forbes Global 500 are actually engaging startups, based on original research rather than anecdote A practical perspective on Southeast Asia’s venture and innovation landscape for corporates entering or scaling in the region Sharper questions to take back to internal innovation teams about what returns they are actually being asked to produce