Economic Trends & Global Markets speakers

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.

Why organisations work with Peter Altmaier Direct cabinet-level authorship of the Energiewende, with first-hand accountability for grid build-out, nuclear exit, and renewables expansion under Merkel-era Germany. Two ministerial portfolios at the centre of European crisis response: economic affairs and energy through the COVID industrial intervention period, and the Chancellery during the 2015 refugee coordination. Insider read on Berlin, Brussels, and Paris political mechanics, sharpened by 27 years in the Bundestag and senior CDU leadership roles. Substantive position on European technological sovereignty and platform regulation, formed while economics minister and visible in his work with the IEA and the Migration Policy Institute’s Transatlantic Council. Speaks German, English, French, and Dutch, which makes him operable across European boardrooms without translation drag. Biography highlights Federal Minister for Economic Affairs and Energy of Germany, 2018 to 2021 Head of the Federal Chancellery and Federal Minister for Special Tasks, 2013 to 2018; Acting Federal Minister of Finance, 2017 to 2018 Federal Minister for the Environment, Nature Conservation and Nuclear Safety, 2012 to 2013 Member of the German Bundestag, 1994 to 2021 Knight of the French Legion of Honour (2004); Honorary President, Europa-Union Deutschland Featured speaker, PETRONAS International Energy Speaker Series, Haskayne School of Business, University of Calgary (2022) Biography Germany’s energy transition was redrawn while Peter Altmaier was in the room. As Federal Minister for the Environment in 2012 and later as Federal Minister for Economic Affairs and Energy from 2018 to 2021, he held direct departmental responsibility for the Energiewende, the nuclear exit, and the integration of renewables into Europe’s largest industrial economy. Between those portfolios he ran the Federal Chancellery for five years under Angela Merkel. That post placed him at the centre of cabinet coordination during the 2015 refugee response, the eurozone debt sequence, and the early industrial-policy calls that would later define Germany’s posture on technological sovereignty and platform regulation. He served as Acting Federal Minister of Finance through the 2017 to 2018 transition. His parliamentary career ran for 27 years, representing Saarlouis from 1994 and serving as Chief Whip of the CDU/CSU group from 2009 to 2012. He chaired the Parliamentary Oversight Panel for Germany’s intelligence services. Earlier work as a European Commission official and rapporteur on the EU Charter of Fundamental Rights gave him a working command of the institutional machinery in Brussels. Since leaving office in 2021 he has continued through Europa-Union Deutschland as Honorary President, the German Institute for International and Security Affairs, and the Migration Policy Institute’s Transatlantic Council. France made him a Knight of the Legion of Honour in 2004, a recognition of his role in Franco-German policy coordination that has remained central to his work on European energy and industrial strategy. Key speaking topics European energy transition and security German and EU industrial strategy Geopolitics and the transatlantic relationship Climate and decarbonisation policy European technological sovereignty Macroeconomic outlook for Europe Franco-German political economy Ideal for Boards and executive committees with significant European exposure on energy, industrial, or supply chain decisions CSOs, heads of public affairs, and government relations leads briefing on EU and German policy direction Energy, utilities, automotive, and heavy industry leadership teams setting capital allocation against the Energiewende Investor and asset manager forums covering European macro and geopolitical risk Audience outcomes A working read on how Berlin and Brussels actually decide on energy and industrial policy A clearer view of where the Energiewende is binding capital and where it is creating openings Sharper anticipation of European responses to US, China, and Russia policy moves Insight into the political economy of technological sovereignty and platform regulation in Europe Anecdote-grounded perspective on Merkel-era cabinet decision-making, useful for boards working alongside German counterparties

Why organisations work with Peter Frankopan His central argument in The Silk Roads, that Eurasian trade routes rather than Western nation-states formed the axis of wealth and power for most of recorded history, gives leaders a different map for reading where economic gravity is moving. The book has sold more than two million copies and his work has been translated into forty languages. The Earth Transformed, The Times History Book of the Year, puts climate and the natural environment at the centre of why economies and empires rise and fall. It gives boards a way to treat environmental change as a strategic variable on a decades-long horizon. He advised the World Bank and DFID on transport corridors in South Asia and has worked with UNIDO’s Bridge for Cities programme on Belt and Road infrastructure. His reading of global connectivity comes from inside those projects. Prospect Magazine named him one of the world’s 50 top thinkers in 2019. He has also won the Calliope Prize from the German Emigration Center and the Carical Foundation’s Human Sciences Prize for The New Silk Roads. He works across the Mediterranean, Russia, Iran, Central Asia and China as one connected system, which is how questions about energy, sanctions and supply routes actually reach a board. Biography highlights Professor of Global History, Oxford University; Stavros Niarchos Foundation Director, Oxford Centre for Byzantine Research; Senior Research Fellow, Worcester College; Distinguished Fellow, Blavatnik School of Government UNESCO Professor of Silk Roads Studies; Bye-Fellow, King’s College, Cambridge Author of The Silk Roads (Bloomsbury): No.1 Sunday Times bestseller, one of the Sunday Times Books of the Decade, more than two million copies sold and translated into forty languages Author of The Earth Transformed (Bloomsbury): The Times History Book of the Year; Financial Times and Guardian/Observer Book of the Year Named one of Prospect Magazine’s World’s 50 Top Thinkers (2019); recipient of the Calliope Prize, German Emigration Center, and the Carical Foundation Human Sciences Prize Senior advisor and academic expert on a World Bank and DFID project on transport corridors in South Asia; worked with UNIDO’s Bridge for Cities Programme on Belt and Road and sustainable urban development Regular contributor to the Financial Times, Guardian, and New York Times; co-host of the Legacy podcast with Afua Hirsch for Goalhanger and Wondery Fellow of the Royal Society of Literature, Royal Historical Society, Royal Asiatic Society, and Royal Geographical Society Biography For most of recorded history, the richest and most connected places on earth sat between the Mediterranean and China. That is the starting point of Peter Frankopan’s work as Professor of Global History at Oxford and Stavros Niarchos Foundation Director of the Oxford Centre for Byzantine Research. The Silk Roads went to No.1 in the Sunday Times, stayed in the top ten for nine months, and was later named one of the Sunday Times Books of the Decade. It has sold more than two million copies, and his work has been translated into forty languages. The New Silk Roads carried the argument into the present, reading China’s Belt and Road Initiative, the re-emergence of Central Asian states and the reconfiguration of energy markets as the return of much older patterns. The Earth Transformed, The Times History Book of the Year, extends the case: climate and the natural environment are the defining force behind the rise and fall of civilisations and economies. The method behind it draws on written sources, climate archives, genetic data and statistical modelling. He also works outside the university. He served as senior advisor and academic expert on a World Bank and DFID project on transport corridors in South Asia, and has worked with UNIDO’s Bridge for Cities programme on Belt and Road and sustainable urban development. He writes for the Financial Times, the Guardian and the New York Times, has a column in the London Evening Standard, and co-hosts Legacy with Afua Hirsch for Goalhanger and Wondery. Key speaking topics Global power shifts and the rebalancing between East and West The Silk Roads: Eurasian trade, connectivity, and long-term economic patterns China’s Belt and Road Initiative and the new geography of global commerce Geopolitical risk: Russia, the Middle East, Central Asia, and Iran Climate and environment as long-term drivers of economic and geopolitical change The limits of Western strategic assumptions and the rules-based order BRICS, the global majority, and the emergence of new economic frameworks Ideal for Board members and C-suite teams assessing geopolitical risk in international trade, investment, or expansion Financial services, investment, and sovereign wealth fund audiences analysing long-term global economic trends Government and public sector leaders working on trade, energy and infrastructure policy across Europe, Asia and the Middle East International affairs forums and CEO-level summits seeking rigorous historical context for decisions with long time horizons Audience outcomes An account of China, Central Asia and the Middle East as long-standing structural actors in world trade, with the historical evidence behind it Specific precedents for situations they are currently reading as unprecedented A basis for treating environmental change as a driver of economic and geopolitical outcomes over decades, not a reporting obligation The ability to tell a structural shift in the global order from ordinary cyclical volatility, with named examples of each A direct challenge to the Western-centric assumptions built into most strategic planning frameworks

Why organisations work with Philippe Aghion He built the model most boards are implicitly betting against. The Aghion–Howitt theory of creative destruction, cited by the Royal Swedish Academy in 2025, explains why the company that owns a market today is usually the one that fails to invent what replaces it. His competition research puts a number on how much rivalry helps. With Bloom, Blundell, Griffith and Howitt in the Quarterly Journal of Economics, he showed that innovation rises with competition up to a threshold and falls beyond it. On AI he has firm-level data, not projections. French adoption data from 2017 to 2020 showed employment and sales rising at the firms that adopted, which is a different conversation from the displacement forecasts most executives have already heard. He has written the policy as well as the theory. He co-chaired France’s Artificial Intelligence Commission with Anne Bouverot; its 25 recommendations went to the President in March 2024 and fed the Paris AI Action Summit. Biography highlights Chair of Economics of Institutions, Innovation and Growth at the Collège de France, Kurt Björklund Chaired Professor in Innovation and Growth at INSEAD, and Visiting Professor at the London School of Economics. Awarded the Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel with Peter Howitt and Joel Mokyr, for the theory of sustained growth through creative destruction. Co-author of The Power of Creative Destruction (Harvard University Press) with Céline Antonin and Simon Bunel, and of Endogenous Growth Theory (MIT Press) with Peter Howitt. Co-chair, with Anne Bouverot, of France’s Artificial Intelligence Commission, which delivered 25 recommendations on AI investment, training and computing capacity to the French President. Academic director of INSEAD’s Economics of Innovation Lab, which merges firm accounting, customs and patent microdata to study productivity and firm dynamics. Holder of two ERC Advanced Grants totalling €4.41 million, and recipient of the Yrjö Jahnsson Prize for the best European economist under 45, the John von Neumann Prize, and the BBVA Frontiers of Knowledge Award shared with Peter Howitt. Fellow of the Econometric Society and of the American Academy of Arts and Sciences. Biography A 1992 paper in Econometrica set out a mathematical model in which economic progress is destructive by design. Better products enter, and the profits of the firms that made the old ones disappear. Philippe Aghion wrote it with Peter Howitt. The Royal Swedish Academy cited that work when it awarded them the 2025 Nobel Prize in Economic Sciences, shared with the economic historian Joel Mokyr. The theory has an uncomfortable corollary for anyone running a successful business: the incumbent has the least reason to invent what will replace its own margin. Aghion spent two decades testing where that logic bends. The 2005 Quarterly Journal of Economics paper with Bloom, Blundell, Griffith and Howitt found that competition and innovation follow an inverted U. Firms neck and neck with rivals innovate to escape the pressure. Firms too far behind stop trying. That work moved from theory into government. Aghion co-chaired France’s Artificial Intelligence Commission with Anne Bouverot, delivering 25 recommendations on investment, skills and computing capacity that shaped the agenda for the Paris AI Action Summit. His empirical answer to the displacement question came from French firm-level records: among companies adopting AI between 2017 and 2020, employment and sales grew. The data operation behind this sits at INSEAD and the Collège de France, where his Economics of Innovation Lab merges firm accounts, customs records and patent filings. His most recent ERC Advanced Grant, worth part of €4.41 million awarded since 2018, funds work on R&D policy for green innovation and on what the AI revolution does to growth and employment. Key speaking topics Creative destruction and innovation-driven growth Competition policy and firm dynamics Artificial intelligence, productivity and employment Industrial policy and European competitiveness Green innovation and the climate transition Inequality, social mobility and inclusive growth Ideal for Boards and executive committees setting R&D and capital allocation against a disruption case CEOs and strategy directors of incumbent businesses facing well-funded new entrants Chief economists, CIOs and investors assessing the productivity case for AI Government, regulatory and industrial policy audiences in Europe Audience outcomes A clear account of why market leaders systematically under-invest in the technology that will displace them The conditions under which competitive pressure raises innovation, and the point beyond which it suppresses it What French firm-level records show about AI adoption and employment, set against the standard displacement forecasts The specific levers, from competition rules to skills funding, that decide whether AI shows up in productivity figures

Why organisations work with Rageh Omaar A reporting record built on the ground in Baghdad, Kabul, Darfur and across the wider Middle East and Africa, not a studio commentator with borrowed authority A Peabody for BBC dispatches from Darfur and a BAFTA for the BBC’s Afghanistan coverage, two of the most demanding awards in international news A daily editorial seat at ITV News that keeps his read on conflict, sanctions and the international order current rather than retrospective A track record chairing senior-stakes events for Goldman Sachs, Deutsche Bank, The Economist and DNV in Oslo, where the brief is to keep a difficult conversation moving without flattening it Biography highlights International Affairs Editor, ITV News, and presenter on ITV News at Ten and the current affairs strand On Assignment Former senior BBC foreign correspondent, the lead face of BBC News during the 2003 invasion of Iraq, and the only western television journalist inside Taliban-held Kabul as it fell in 2001 Peabody Award winner for BBC reporting from Darfur, BAFTA winner for the BBC’s coverage of the invasion of Afghanistan Presenter of Witness and The Rageh Omaar Report on Al Jazeera English between 2006 and 2010 Author of Revolution Day: The Real Story of the Battle for Iraq (Penguin) and Only Half of Me: Being a Muslim in Britain (Viking) Authored long-form documentary series for the BBC including The Life of Muhammad (BBC Two) and The Ottomans: Europe’s Muslim Emperors (BBC Two) Biography Baghdad in March 2003 was the first conflict of the modern news cycle, fought as much through television as through the air. Rageh Omaar led the BBC’s coverage from inside the city as the bombing began, and his nightly dispatches became, for British and international audiences, the picture of how the war was unfolding. The reporting won him an international audience and a permanent association with the most difficult kind of foreign coverage, journalism done from the place the story is happening. The career sits on a longer record. Omaar was the only western television journalist inside Taliban-held Kabul as it fell in 2001, work that earned the BBC a BAFTA. His subsequent reporting from Darfur for the BBC was recognised with a Peabody, the most stringent broadcast journalism prize awarded in the United States. After a period at Al Jazeera English presenting Witness and The Rageh Omaar Report, he moved to ITV News in 2013 and was promoted to International Affairs Editor a year later. Beyond breaking news, his work has consistently turned to the long story of the Islamic world and its relationship with Europe. Documentary series including The Life of Muhammad and The Ottomans: Europe’s Muslim Emperors, both for BBC Two, sit alongside his books Revolution Day and Only Half of Me, the second a study of British Muslim identity drawn partly from his own Somali-British background. That body of work is what differentiates him from a general-purpose news anchor when corporate audiences want a serious on-stage conversation about the Middle East, Africa or the wider rules-based order. On the platform, he is engaged most often as moderator, chair and interviewer for senior audiences at firms including Goldman Sachs, Deutsche Bank, The Economist and DNV. The brief in those rooms is to handle a sensitive subject in front of a room that knows the surface of it, and to draw out a guest or a panel without letting the conversation drift. That is the craft he brings, supported by reporting credentials that let him hold the room when the topic is geopolitics rather than industry talk. Key speaking topics Geopolitics and international affairs The Middle East and the rules-based order Africa, conflict and economic development Foreign reporting and the modern news cycle Islam, identity and the West Conference moderation, panel chairing and on-stage interviewing Ideal for Boards and executive committees commissioning a serious on-stage conversation on geopolitical risk, the Middle East or Africa Annual conferences and global leadership offsites that need a credible chair for the international-affairs session Policy, energy and financial-services events where the moderator must hold authority on conflict, sanctions and political risk Corporate award ceremonies and after-dinner formats that require a recognisable broadcaster with substance behind the name Audience outcomes A grounded read on the international story currently shaping board-level decisions, drawn from a working editor’s seat rather than archive material A clearer sense of how the Middle East and Africa look from inside the reporting, beyond the cable news framing An on-stage conversation or panel that holds together at the level senior audiences expect, with difficult questions asked and not avoided A frame for thinking about Islam, identity and the West that comes from sustained reporting and writing, not commentary

Why organisations work with Raghuram Rajan The Fault Lines framework – winner of the 2010 FT-Goldman Sachs Business Book of the Year – gives organisations a specific, named diagnostic for distinguishing structural economic imbalance from cyclical volatility. That is a different tool from scenario planning or macroeconomic outlook, and more useful at board level. He is the only prominent economist to have publicly and formally predicted the 2008 financial crisis in advance – at the Federal Reserve’s Jackson Hole symposium in 2005 – and been dismissed at the time. That track record is a credential no other economics speaker holds. He governed a major central bank through a period of acute currency stress and capital flight, giving senior audiences access to decision-making insight from inside a monetary authority under pressure – not retrospective academic analysis of one. His Third Pillar argument – that markets and states, operating without healthy communities, produce the political backlash that now defines operating risk for global organisations – provides a structural explanation for the instability that most business risk frameworks treat as noise. As Chairman of the Group of Thirty, the senior body that shapes global monetary and financial policy thinking, his analysis is current and policy-facing, not retrospective. Biography highlights Katherine Dusak Miller Distinguished Service Professor of Finance, University of Chicago Booth School of Business 23rd Governor of the Reserve Bank of India (2013–2016); Vice-Chairman, Board of the Bank for International Settlements (2015–2016) Chief Economist and Director of Research, International Monetary Fund (2003–2006) Presented research at the Federal Reserve’s Jackson Hole symposium in 2005 warning of structural financial risk – widely recognised as a prescient forecast of the 2008 global financial crisis Author of Fault Lines (FT-Goldman Sachs Business Book of the Year, 2010) and The Third Pillar (shortlisted, FT/McKinsey Business Book of the Year, 2019); co-author of Breaking the Mould (Princeton University Press, 2024) Chairman, Group of Thirty; Chairman, Per Jacobsson Foundation; Member, American Academy of Arts and Sciences Fischer Black Prize, American Finance Association (inaugural, 2003); Deutsche Bank Prize for Financial Economics (2013); Euromoney Central Banker of the Year (2014); Banker Magazine Central Banker of the Year (2016) Regular contributor to Project Syndicate on global economic and monetary policy Biography Financial crises don’t arrive without signals – they arrive without being believed. In 2005, at the Federal Reserve’s annual Jackson Hole symposium, Rajan presented research identifying structural risks in the financial system that could, if unaddressed, precipitate a major crisis. The then-US Treasury Secretary Lawrence Summers dismissed the analysis publicly. Three years later, the 2008 financial crisis unfolded. That episode anchors Rajan’s central argument, developed in Fault Lines – the 2010 FT-Goldman Sachs Business Book of the Year – that global financial crises are rooted in structural political and economic imbalances, not isolated market failures. He applied this framework at the level of actual policy: as Chief Economist at the IMF from 2003 to 2006, shaping global economic analysis across a period of significant financial stress; and as the 23rd Governor of the Reserve Bank of India from 2013 to 2016, managing monetary policy through currency pressure and capital outflows that tested emerging market resilience. His 2019 book The Third Pillar, shortlisted for the FT/McKinsey Business Book of the Year, extends the argument into political economy. The conventional debate between markets and the state, Rajan contends, ignores the community as a third and equally necessary foundation of economic stability. When that pillar erodes – as globalisation concentrates gains and disperses costs – the political backlash follows. That dynamic now constitutes a primary operating risk for organisations across every sector. As Chairman of the Group of Thirty, a regular contributor to Project Syndicate, and co-author of Breaking the Mould (Princeton University Press, 2024) – which proposes a new economic development path for India as the traditional manufacturing-led growth model becomes less viable – Rajan continues to work at the intersection of economic analysis and practical policy, where the consequences of getting the diagnosis wrong are most clearly visible. Key speaking topics Global macroeconomics and financial stability Structural risk and the conditions that precede financial crises Central banking and monetary policy Emerging markets and economic development Political economy: globalisation, populism, and community India’s economic trajectory and structural reform ESG, corporate disclosure, and responsible capitalism Ideal for Boards and executive leadership teams at multinational organisations assessing macroeconomic and geopolitical risk Senior leadership in financial services – banking, asset management, insurance, and central banking institutions Chief strategy officers and chief risk officers stress-testing global market assumptions Government bodies, policy forums, and international economic organisations Audience outcomes A specific framework for reading structural fault lines in the global economy, distinct from standard macroeconomic forecasting Grounded understanding of how central banks weigh political pressure against policy mandates – from someone who managed that tension in office A clearer account of why globalisation generates political backlash, and what that means for organisations operating across different political environments Context for emerging market risk – particularly India – built on policy experience rather than external analysis A more rigorous basis for stress-testing the macroeconomic assumptions embedded in corporate strategy and investment decisions

Why organisations work with Rain Newton-Smith She makes the affirmative economic case that net-zero and growth are reinforcing – not competing – priorities, with CBI and OBR data showing the cost of failing to decarbonise is five times the cost of acting early. This reframes a question most boards are still treating as a trade-off. Her analysis of UK investment conditions is not retrospective commentary: as head of the CBI she is actively co-designing the UK Industrial Strategy with government, giving organisations access to intelligence that is live and consequential. Her China and emerging markets expertise – built as lead specialist at Oxford Economics – gives her a credible basis for the counter-consensus argument that full decoupling from China is economically untenable and inconsistent with any serious free-trade commitment. She bridges central bank monetary discipline (nine years at the Bank of England, IMF secondment) with the strategic language of the boardroom – a combination that is rare among economists who speak on UK macroeconomic and geopolitical risk. As Policy Fellow at the University of Oxford’s Department of Economics and Non-Executive Director of F&C Investment Trust, she operates simultaneously inside academic economic policy debate and at the institutional investor level. Biography highlights Chief Executive of the Confederation of British Industry – the UK’s principal business advocacy body, representing over 170,000 firms Former Chief Economist at the CBI (2014–2023); led economic analysis, policy teams, and HM Treasury engagement Nine years at the Bank of England, including global forecasting for the Monetary Policy Committee; seconded to the IMF as adviser to the UK Executive Director (2004–2006) Former Head of Emerging Markets at Oxford Economics; lead expert on China and Asia Former Managing Director, Strategy and Policy, Sustainability and ESG at Barclays Policy Fellow, Department of Economics, University of Oxford; Council Member, Royal Economic Society; Member, LSE Centre for Economic Performance Policy Committee Non-Executive Director, F&C Investment Trust WEF Young Global Leader (2012); WEF Global Future Council on Monetary and Fiscal Policy (2020) Management Today 35 Women Under 35 (2010) PPE, University of Oxford; MSc Economics, London School of Economics Biography The question of whether UK business can afford the green transition is being asked backwards. Rain Newton-Smith, Chief Executive of the Confederation of British Industry, has built the evidence to reframe it. OBR projections show the cost of failing to decarbonise is five times the cost of acting early – making this a capital allocation question, not an environmental one. Her analytical foundation spans nine years at the Bank of England preparing forecasts for the Monetary Policy Committee, followed by a secondment to the IMF as adviser to the UK Executive Director. She then led the emerging markets practice at Oxford Economics as its lead expert on China – work that now informs her publicly stated position that full decoupling from China is economically untenable and inconsistent with a commitment to free trade. Before becoming CBI Chief Executive in 2023, she served as CBI Chief Economist for nine years, leading its economic analysis and policy teams and its engagement with HM Treasury, and as Managing Director of Strategy, Policy, Sustainability and ESG at Barclays. The combination – central bank economist, institutional strategist, and now the UK’s leading business advocate – places her above the policy debate rather than within it. She is a Policy Fellow at the University of Oxford’s Department of Economics, a Council Member of the Royal Economic Society, and a Non-Executive Director of F&C Investment Trust. The World Economic Forum named her a Young Global Leader in 2012 and invited her to join its Global Future Council on Monetary and Fiscal Policy in 2020. Key speaking topics UK economic outlook and investment conditions Global trade, protectionism, and the China question Net-zero growth: the economic case for the green transition UK industrial strategy and business-government partnership Geopolitical risk and its consequences for capital allocation Emerging market dynamics and Asia ESG strategy and the business case for sustainability Ideal for Boards and C-suite leadership evaluating UK investment and growth strategy CFOs, CSOs, and heads of strategy in financial services, energy, and manufacturing Government affairs and regulatory teams navigating post-Brexit trade and policy Institutional investors and pension funds assessing UK macroeconomic and ESG risk Audience outcomes A framework for understanding how fiscal pressure, geopolitical risk, and the green transition interact as a single investment decision Clarity on the UK-EU, US tariff, and China dynamics that are directly affecting corporate capital allocation An evidence-based rebuttal to the assumption that net-zero and economic competitiveness are in conflict Better understanding of how UK industrial strategy is being shaped and what it means for investment planning Context on how financial stability risks – sovereign debt, monetary tightening, energy costs – are translating into business conditions in the near term

Why organisations work with Rebecca Harding A working command of the machinery of trade finance and trade data, built through founding Coriolis Technologies and serving as Chief Economist at UK Finance, that few geopolitics speakers can match. The author of The World at Economic War, selected by Martin Wolf in his Financial Times best economics books of 2025, with a defined argument about how the market system itself has become a tool of great-power conflict. A current operating role: CEO of the Centre for Economic Security and Chief Economic Adviser to the Defence, Security and Resilience Bank Development Group, which puts her inside the institutions building the new trade and security architecture. Equally credible in a C-suite keynote, a regulator-level workshop, or a wargaming session, having designed formats for finance, defence and policy audiences. A specific point of view on sustainable trade and digitalisation, grounded in advisory work with banks, corporates and parliamentary committees rather than in commentary alone. Biography highlights CEO, Centre for Economic Security, leading research on economic threats, supply chain resilience and the weaponisation of trade. Chief Economic Adviser, Defence, Security and Resilience Bank Development Group. Founder and former CEO of Coriolis Technologies, a trade data and analytics business serving the trade finance sector, acquired by TradeSun. Author of The World at Economic War (2025) and co-author of The Weaponization of Trade (2017), published by London Publishing Partnership. Former Chief Economist at UK Finance, Chief Economist at the Work Foundation, Head of Corporate Research at Deloitte, and Senior Fellow at London Business School. Regular contributor to BBC, Bloomberg, Sky News, CNBC, BBC Radio 4 and Times Radio on trade and economic security. Biography Trade is now a security question. Sanctions regimes, export controls, the digitalisation of payments and the contest over critical minerals have collapsed the old boundary between commercial trade policy and national security. Boards and finance ministries are trying to make capital, supplier and counterparty decisions inside a system whose rules are being rewritten in real time. Rebecca Harding’s career has been built on this seam. She is CEO of the Centre for Economic Security and Chief Economic Adviser to the Defence, Security and Resilience Bank Development Group, two institutions designed for exactly this terrain. Earlier she founded Coriolis Technologies, a trade data and analytics business that gave the trade finance sector a clearer view of risk in cross-border flows, and served as Chief Economist at UK Finance, Chief Economist at the Work Foundation, Head of Corporate Research at Deloitte, and Senior Fellow at London Business School. Her argument is set out in The World at Economic War: How to Rebuild Security in a Weaponized Global Economy, published in 2025 and selected by Martin Wolf in the Financial Times among his best economics books of the year. The thesis, developed from her earlier book The Weaponization of Trade with Jack Harding, is that the market system itself has become a means of great-power competition, and that defence, finance and trade can no longer be governed as separate domains. For senior audiences this matters because the operational consequences are concrete. They show up in supplier dependencies, in sanctions exposure, in the cost and direction of trade finance, and in where capital can credibly be deployed for the next decade. Harding works through those questions with banks, corporates, regulators and parliamentary committees, and her keynotes, panels and wargaming sessions are designed to leave decision-makers with a clearer read of what economic security requires of them. Key speaking topics Economic security and the weaponisation of trade Geopolitics and geoeconomics Trade finance and supply chain finance Supply chain resilience and reshoring Digital and sustainable trade Defence and security finance Macroeconomic outlook and global markets Ideal for Boards and executive committees of banks, insurers and large corporates with cross-border exposure Heads of trade finance, treasury, supply chain and procurement Policy, regulatory and public affairs leaders working on sanctions, export controls and economic security Defence, security and resilience investors and the institutions financing them Audience outcomes A clearer working definition of economic security and what it asks of capital allocation, supplier strategy and trade finance A read on how sanctions, export controls and reshoring are reshaping cross-border risk for specific sectors A framework for separating geopolitical noise from the structural shifts that change long-range plans A view of where digital and sustainable trade infrastructure is heading, and the implications for banks and corporates Questions and pressure tests that a leadership team can take straight into its strategy and risk discussions

Why organisations work with Reged Ahmad Two decades of live international news at the BBC and Guardian Australia, which means a panel chair who can run a difficult conversation on geopolitics or US politics without losing the room. Active editorial role as Host and Senior Producer of Guardian Australia’s Full Story podcast, so the questions she asks come from the same daily news cycle the audience is reading that morning. Experience anchoring BBC World News TV and BBC World Service Radio, including The Newsroom and the Global News Podcast, which translates directly into composure on a live stage with a corporate audience. Bilateral perspective on Australia, the UK and the United States, useful for events with leadership audiences spanning APAC, EMEA and North America. Voice over and event hosting practice that means scripted segments, sponsor reads and award announcements are handled to broadcast standard. Biography highlights Host and Senior Producer, Full Story, Guardian Australia’s daily news podcast, with co-host Nour Haydar. Co-host, Decoding America, Guardian Australia’s US politics podcast, with Jonathan Yerushalmy. Former international news anchor, BBC World News TV. Former presenter, BBC World Service Radio, including The Newsroom and the Global News Podcast. Former presenter and senior producer, Australian Broadcasting Corporation, Sydney. Bachelor of Media, Macquarie University, Sydney. Biography International news has rarely been harder to chair. A single panel on the global economy now has to take in US political volatility, sanctions exposure, supply chain decoupling and a media environment where every claim is contested. The skill that the room needs is editorial: the ability to keep a conversation moving while keeping it accurate. That is the working day of a senior broadcast journalist. Reged Ahmad has spent twenty years inside it, first in Australian community radio, then at the Australian Broadcasting Corporation in Sydney, and then in London at the BBC, where she anchored BBC World News TV and presented BBC World Service Radio programmes including The Newsroom and the Global News Podcast. She now sits at Guardian Australia, where she is Host and Senior Producer of Full Story, the masthead’s daily news podcast, with co-host Nour Haydar. She also co-hosts Decoding America with Guardian Australia’s US site editor Jonathan Yerushalmy, a brief that keeps her close to US politics, polling and policy as they move. For a corporate audience, the value is the chair, not the keynote. She is booked to host conferences, moderate executive panels and run Q and A on stage. The benefit is a conversation that holds together under live conditions: a journalist’s instinct for the next question, a presenter’s discipline on time, and a working knowledge of the global news cycle the audience cares about. Key speaking topics International news and current affairs Geopolitics and world affairs US politics and policy Global economic trends and markets Conference hosting and event moderation Panel chairing and on-stage interviews Media, journalism and the public sphere Ideal for Corporate conferences and leadership summits requiring a senior moderator across geopolitics, economics and US politics. Boards, executive committees and investor events running closed-door panels on global risk. Industry awards, gala dinners and brand events that need a broadcast-standard host. Communications, public affairs and ESG functions running stakeholder events with mixed media and policy audiences. Audience outcomes A panel that stays on time, on topic and on the record, with sharper answers from senior speakers. A clean editorial through-line that an audience can recall and repeat after the session. Difficult or sensitive questions handled in a way that protects the speaker, the brand and the agenda. A live event that reads at broadcast standard for film crews, sponsors and internal communications teams.

Why organisations work with Ricardo Hausmann He built the frameworks. Economic Complexity and Growth Diagnostics, now used by the IMF, the World Bank, and governments from South Africa to Sri Lanka, are his work. Audiences hear them from the person who originated them. Fifty country engagements deep. The Harvard Growth Lab has run more than 50 research initiatives across nearly 30 countries since 2006, under his direction. He brings what those projects revealed about why standard reform packages fail and where productive capability actually compounds. He has held the brief. Former Minister of Planning of Venezuela and the first Chief Economist of the Inter-American Development Bank, where he founded the Research Department. He speaks to ministers, central bank governors, and global CFOs as someone who has been on their side of the table. Powershoring is his framing. The argument that energy-intensive production will migrate to countries with abundant green electricity, and that this rewires comparative advantage, originated in his Growth Lab work. Boards working out where to put the next decarbonised plant get the underlying logic from him. The vocabulary traces back to him. Original Sin, Dark Matter, Self-Discovery, and Powershoring are his coinages, now standard in IMF and central bank discourse on sovereign risk and the energy transition. Biography highlights Founder and Director of Harvard’s Growth Lab; Rafik Hariri Professor of the Practice of International Political Economy at Harvard Kennedy School. Originator with César Hidalgo of the Economic Complexity methodology, published as The Atlas of Economic Complexity: Mapping Paths to Prosperity (MIT Press, 2014). Originator with Dani Rodrik and Andrés Velasco of the Growth Diagnostics framework, adopted by the World Bank as a long-running executive education course. First Chief Economist of the Inter-American Development Bank (1994-2000), where he founded the Research Department. Former Minister of Planning of Venezuela; former Chair of the IMF-World Bank Development Committee. Monthly columnist for Project Syndicate; research cited more than 60,000 times and covered by The New York Times, the Financial Times, The Economist, the Wall Street Journal, and the Washington Post. Biography Most standard development indicators fail to predict which economies will actually grow. They measure outputs and surface conditions, not the underlying productive capabilities that generate them. That gap is what Economic Complexity, the framework Ricardo Hausmann built with César Hidalgo at Harvard’s Growth Lab, set out to close. Hausmann founded the Growth Lab at Harvard Kennedy School in 2006. It has since run more than 50 country engagements across nearly 30 countries, identifying the binding constraints on growth and the industries that existing capabilities make possible. The Growth Diagnostics methodology, developed with Dani Rodrik and Andrés Velasco, is now taught at the World Bank and used by governments worldwide. Before Harvard he was on the other side of the brief. He served as Minister of Planning of Venezuela in the early 1990s, then became the first Chief Economist of the Inter-American Development Bank, where he founded the Research Department. He has seen which policy frameworks survive contact with fiscal and political reality, and which collapse on first contact. His more recent work has moved into the geography of decarbonisation. Powershoring, a concept developed in the Growth Lab, argues that energy-intensive production will migrate to countries with abundant green electricity, rewiring global supply chains in the process. He writes a monthly column for Project Syndicate; the Growth Lab’s recent client roster runs from Bolivia and the UAE to Wyoming and Western Australia. Key speaking topics Economic complexity and country diversification Growth diagnostics Powershoring and the energy transition Sovereign risk, original sin, and dark matter Industrial policy in a decarbonising economy Latin American political economy Global supply chain reconfiguration Ideal for Boards and CEOs setting country exposure and supply chain strategy. CFOs and treasurers managing sovereign and currency risk in emerging markets. Heads of corporate strategy planning industrial investment under the energy transition. Multilateral institutions, finance ministries, and central bank leadership. Audience outcomes A working diagnostic for why some economies grow and others stall, built on the Economic Complexity framework. A sharper read on where productive capability is compounding and where it is decaying, with implications for supply chain placement and country exposure. The case for powershoring and the structural logic that will move energy-intensive production toward countries with abundant green electricity. What 50+ Growth Lab country engagements have revealed about why standard reform packages fail. The vocabulary that finance ministries and central banks now use to discuss sovereign risk: original sin, dark matter, self-discovery.

Why organisations work with Richard Florida His “three Ts” framework (technology, talent, tolerance) remains the most cited model in talent geography, drawn on by city governments and corporate location strategists worldwide. He named and quantified the creative class, the 40-million-strong workforce whose location and lifestyle decisions now drive regional economic growth. Through the Creative Class Group, he has advised BMW, Audi, Microsoft, Facebook, and Starwood Hotels, alongside city and regional governments worldwide. He co-founded CityLab, now owned by Bloomberg, and contributes regularly to The Atlantic and the Financial Times. His 2017 book The New Urban Crisis examined how the same forces driving creative-economy growth also produce inequality and segregation, giving leaders a more honest account of the trade-offs in talent-led strategies. Biography highlights University Professor at the University of Toronto’s Rotman School of Management and School of Cities, which he helped found Visiting Distinguished Professor at Vanderbilt University’s Owen Graduate School of Management Author of The Rise of the Creative Class, winner of the Washington Monthly Political Book Award and a Harvard Business Review Breakthrough Idea of 2004 Co-founder of CityLab, now owned by Bloomberg Ranked #19 on the Thinkers50 list of the world’s most influential management thinkers in 2017 Founder of the Creative Class Group, advising BMW, Audi, Microsoft, Facebook, and Starwood Hotels Biography Talent used to follow jobs. Florida’s research, beginning with his 2002 book The Rise of the Creative Class, demonstrated that the relationship had reversed. The most ambitious workers were now choosing cities first, gravitating to those that combined what he called the three Ts: technology, talent, and tolerance. The Rise of the Creative Class won the Washington Monthly Political Book Award and was named a Harvard Business Review Breakthrough Idea of 2004. The book quantified a workforce of 40 million Americans whose decisions about where to live were beginning to drive regional economies. It became the foundation for how cities and large employers think about competing for human capital. His 2017 book The New Urban Crisis confronted what creative-economy growth had produced. In cities like New York, San Francisco, and London, the same forces driving wealth creation were also increasing inequality, deepening segregation, and hollowing out the middle class. Florida calls this winner-take-all urbanism. The book gave civic and corporate leaders a sharper account of the trade-offs in talent-led growth. Florida is University Professor at the University of Toronto’s Rotman School of Management and School of Cities, which he helped found. He is also Visiting Distinguished Professor at Vanderbilt University’s Owen Graduate School of Management and a Distinguished Fellow at NYU’s Schack Institute of Real Estate. Through the Creative Class Group he has advised BMW, Audi, Microsoft, Facebook, and Starwood Hotels on talent and location strategy. Key speaking topics The creative class and the geography of talent Talent attraction and retention in the post-industrial economy Cities as engines of growth and inequality Real estate and corporate location strategy in the creative economy Innovation and the conditions that produce it The future of work in superstar cities Ideal for Chief Human Resources Officers and heads of talent making decisions about where to recruit, locate, and build culture Real estate developers, REITs, and corporate location strategists City leaders, mayors, and economic development agencies competing for investment and talent Boards and CEOs of large employers reassessing geographic footprint after the shift to hybrid work Audience outcomes Florida’s creative class framework, including who it covers and where the category is now concentrated globally Detailed data on which cities and regions are gaining and losing talent right now A diagnosis of why creative-economy growth also generates inequality and segregation, and what cities are doing in response Specific implications for location and recruitment strategy in their own organisation

Why organisations work with Robert C. Merton Co-developer of the Black-Scholes-Merton options pricing model. The framework on which the modern derivatives market is priced and risk-managed; few speakers in capital markets can credibly claim authorship of the underlying theory. Architect of Managed DC at Dimensional, a retirement-funding system that measures success in lifetime income. The answer to the question every pension board now confronts. 1997 Nobel Memorial Prize in Economic Sciences. The credential carries weight with regulators, central banks, and sovereign wealth funds in a way few academic credentials do. Two frameworks finance practitioners use daily, continuous-time finance and Functional and Structural Finance, were built by him. Audiences engage with the original thinking from the source. Biography highlights Awarded the 1997 Alfred Nobel Memorial Prize in Economic Sciences with Myron Scholes for a new method to value derivatives. School of Management Distinguished Professor of Finance, MIT Sloan; University Professor Emeritus at Harvard. Resident Scientist at Dimensional Fund Advisors and creator of Managed DC, an integrated retirement-funding system used as the operational basis for income-driven pension design. Past President of the American Finance Association, member of the US National Academy of Sciences, and Fellow of the American Academy of Arts and Sciences. Author of Continuous-Time Finance and co-author of Principles of Finance (Cambridge University Press) and The Global Financial System: A Functional Perspective. Author of “The Crisis in Retirement Planning” (Harvard Business Review, 2014), the article that reframed pension success around lifetime income rather than asset accumulation. Biography Most defined-contribution pension plans measure success by the size of the asset pool. The members measure it by the income that pool will produce. That gap defines a generation of retirement policy debate. The framework for closing it came largely from Robert C. Merton. His 2014 Harvard Business Review article “The Crisis in Retirement Planning” set out the case for a liability-driven investment strategy that targets retirement income directly. The size of the pot at retirement is the wrong success measure. As Resident Scientist at Dimensional Fund Advisors, he built the operating version of that argument: Managed DC, a retirement-funding system designed to deliver guaranteed lifetime income. The same intellectual move, taking financial theory and pushing it into the institutional plumbing of how markets and pensions actually work, runs through his career. With Fischer Black and Myron Scholes he co-developed the Black-Scholes-Merton options pricing model, the framework that made modern derivatives markets functional. He shared the 1997 Nobel Memorial Prize in Economic Sciences with Scholes for that work. With Zvi Bodie he developed Functional and Structural Finance, a framework regulators and finance ministries use to analyse financial systems by their economic functions. He is School of Management Distinguished Professor of Finance at MIT Sloan and University Professor Emeritus at Harvard. He is past President of the American Finance Association, a member of the US National Academy of Sciences, and a Fellow of the American Academy of Arts and Sciences. The Black-Scholes-Merton model still prices most of the world’s traded options. The frameworks senior finance audiences work inside are, in a literal sense, his. Key speaking topics Derivatives valuation and modern risk management Continuous-time finance Retirement systems and lifetime income design Functional and Structural Finance Capital markets and financial innovation Macro-financial systemic risk Lifecycle investing and portfolio choice Pension reform and DB-to-DC transition Ideal for Pension trustees, defined-contribution plan sponsors, and the asset managers building DC default solutions Boards and CFOs of banks, insurers, and asset managers with material exposure to derivatives and risk-transfer markets Central banks, regulators, and finance ministries working on systemic risk and pension policy Chief investment officers and treasury teams at sovereign wealth funds and large institutional investors Audience outcomes Why retirement income is the right measure of success for any DC pension system, and the design implications for trustees and sponsors The economic logic underneath derivatives and risk-transfer markets, in language that lets a senior non-quant push back on a hedging proposal Functional and Structural Finance as a tool for analysing systemic risk, with examples of how regulators and finance ministries are applying it The case for liability-driven investment in pension and insurance balance sheets, and how it changes asset allocation decisions