Economic Trends & Global Markets speakers

Why organisations work with Robert Shiller He provides Nobel-level empirical authority on asset bubbles, housing cycles, and equity valuation, the questions a board faces when deciding whether to commit capital at the top of a cycle. He named the bubbles others missed. Irrational Exuberance warned of the dot-com peak in 2000 and the housing peak before the subprime crisis, both calls now in the public record. He gives leaders the indicators they can actually use, including the S&P/Case-Shiller Home Price Indices and the CAPE ratio, both of which sit inside the standard toolkit of professional investors. His work on Narrative Economics gives boards a structured way to think about how stories move markets and consumer behaviour, which matters when sentiment shifts faster than fundamentals. He is one of the few macroeconomists who built behavioural finance into the mainstream, co-authoring Animal Spirits and Phishing for Phools with George Akerlof. Biography highlights Sterling Professor of Economics at Yale University and Fellow of the International Center for Finance at Yale School of Management. 2013 Nobel laureate in Economic Sciences, shared with Eugene Fama and Lars Peter Hansen. Co-creator of the S&P/Case-Shiller Home Price Indices and the Cyclically Adjusted Price-to-Earnings ratio (CAPE / Shiller PE). Author of Irrational Exuberance, Narrative Economics, Animal Spirits, Phishing for Phools, Finance and the Good Society, and The New Financial Order. Regular Project Syndicate columnist and former New York Times “Economic View” columnist. Narrative Economics named a Financial Times Best Book of 2019. Biography Asset prices have a habit of detaching from fundamentals long before anyone calls it a bubble. The challenge for boards and investors is recognising the moment, separating durable conviction from collective story, and acting on it. That problem has defined Robert Shiller’s working life as an empirical economist. Shiller is Sterling Professor of Economics at Yale and a Fellow at the Yale School of Management International Center for Finance. The 2013 Nobel Memorial Prize in Economic Sciences, shared with Eugene Fama and Lars Peter Hansen, recognised his empirical analysis of asset prices, including the work showing that stock prices move far more than dividends justify. The implication for capital markets has shaped a generation of valuation thinking. His infrastructure sits inside the toolkit of serious investors. The S&P/Case-Shiller Home Price Indices, developed with Karl Case, became the reference series for US housing and the basis for CME futures. The Cyclically Adjusted Price-to-Earnings ratio, built with John Campbell, gave equity investors a long-cycle valuation lens. Irrational Exuberance, first published in 2000, named the dot-com peak in real time and was updated to identify the housing bubble before the subprime crisis. The later work moved into territory most macroeconomists avoid. Animal Spirits and Phishing for Phools, both with George Akerlof, brought behavioural and psychological forces into mainstream macro. Narrative Economics, a Financial Times Best Book of 2019, made the case that the stories people tell each other about money and markets shape outcomes as much as the numbers do. For senior leaders, that is the practical question: which narratives are moving capital right now, and which ones are about to break. Key speaking topics Asset prices and market valuation Housing markets and price cycles Behavioural finance Narrative economics Bubbles and financial volatility Macroeconomic risk and forecasting Innovation in finance and risk management Ideal for Boards and investment committees making capital allocation decisions under cycle and valuation uncertainty CFOs, CIOs, and treasury leaders in banks, asset managers, and insurers Senior policymakers, central bank audiences, and regulators working on financial stability Real estate, mortgage, and housing finance leadership Audience outcomes A clearer read on where current asset prices sit relative to long-cycle valuation benchmarks like CAPE A working understanding of how narrative and sentiment translate into measurable market behaviour A sharper framework for spotting bubble dynamics before they reverse Behavioural finance applied to specific decisions on housing, equities, and credit Direct exposure to the empirical evidence behind Nobel-recognised work on asset pricing

Why organisations work with Robyn Dwyer Two decades anchoring business news for BBC, ITN, Sky and TalkTV translates directly to the stage: she can interview a CEO with the editorial discipline of a newsroom rather than the deference of a corporate compere. She works fluently in French and English, which makes her a practical choice for Paris-based forums, pan-European leadership meetings and bilingual customer events without a second host. Her live anchoring at CGTN keeps her sharp on the running stories executives are being asked about, including energy, retail, China exposure and sustainability, so she chairs from current information rather than a briefing pack. She has interviewed business figures from Sir Richard Branson to the head of Citroen, alongside political leaders and bankers, which is the relevant proof point for boards putting their own leadership on stage opposite her. Biography highlights Presenter for CGTN, anchoring live news programmes, documentaries and special events. Former anchor of TalkTV’s flagship evening news programme. Business news experience at BBC, ITN, Sky and CGTN spanning more than two decades. Conceived and presented a US elections programme for TRT World. Radio news credits at Classic FM, Magic Radio, Smooth Radio, Absolute Radio, LBC and Share Radio. Fluent in French, with on-air work across Istanbul, Paris, Sydney and London. Biography Conferences are where leadership teams expose themselves in front of customers, regulators and their own people. The person chairing the day decides whether that exposure becomes useful tension or polite filler. Robyn Dwyer has spent more than twenty years on the working side of that question, first as a business journalist for the BBC and ITN, then as an anchor for Sky and TalkTV’s flagship evening news programme. Her current seat at CGTN keeps her in daily contact with the live agenda boards are wrestling with: energy markets, retail conditions, China exposure, the sustainability transition. Hosts who only emerge for events tend to drift into generic moderation. Dwyer chairs from a newsroom, which is a different discipline. The interviewee list is the relevant proof. Sir Richard Branson, the head of Citroen, political leaders, bankers and environmental stakeholders have all sat opposite her on air. That experience reads on stage. Senior executives are interviewed properly rather than handed a microphone, and the panel does not collapse into talking points. A working command of French, plus on-air experience in Istanbul, Paris, Sydney and London, makes her a practical pick for European and bilingual programmes that would otherwise need two hosts. The differentiator is straightforward: a journalist who chairs, not a presenter who reads. Key speaking topics Conference moderation and panel chairing Live business interviews with senior executives Bilingual French and English event hosting Sustainability and the energy transition Retail, consumer and finance briefings China business and politics UK news and political context for international audiences Ideal for CEO, CFO and CMO led customer forums and partner conferences that need a credible business interviewer on stage. Boards and investor relations teams running flagship results events, capital markets days and AGM-adjacent forums. Communications, marketing and event leads at European and bilingual French-English organisations. Sustainability, energy and retail sector convenings where the chair needs to handle technical executives without losing the room. Audience outcomes A flagship event held to time, with senior executives interviewed in a way the audience trusts. Panels that produce a usable point of view rather than a round of position statements. Bilingual French and English programming covered by a single host without quality drop-off. Q and A handled with newsroom judgement on which questions to take, redirect or close. A chair record the comms team can point to when the next sponsor or board member asks who is hosting.

Why organisations work with Roger Bootle He runs the institutional view, not a commentator’s view. Capital Economics, which he founded in 1999, is one of the largest independent macroeconomic research firms in the world, and senior leaders get the house perspective directly from the source. He has been right on inflation when the consensus was wrong. The Death of Inflation, published in 1996, called the structural fall in inflation a decade before central banks adjusted their thinking, and his subsequent inflation work continues to set the contrarian benchmark. He won the 2012 Wolfson Economics Prize, the largest cash prize in economics after the Nobel, for the most credible plan to manage a eurozone exit. Boards exposed to euro-denominated risk get a serious answer, not a hot take. He sat for nearly two decades inside UK economic policymaking as Specialist Adviser to the House of Commons Treasury Committee and as a member of the Chancellor’s “Wise Men” panel. He explains the policy process from the inside. The AI Economy, his Axiom Award-winning book, gives leadership teams a proper economic reading of AI: productivity, wages, employment and welfare, not vendor narrative. Biography highlights Founder of Capital Economics, an independent macroeconomic research consultancy, which he started in 1999 Former Group Chief Economist of HSBC; earlier roles at Lloyds Bank and Capel-Cure Myers Specialist Adviser to the House of Commons Treasury Committee, 1998 to 2017 Member of the Chancellor’s panel of Independent Economic Advisers, the “Wise Men.” Winner, with the Capital Economics team, of the 2012 Wolfson Economics Prize for a eurozone exit plan Author of The Death of Inflation, The Trouble with Markets, Making a Success of Brexit, and The AI Economy (Gold, 2020 Axiom Business Book Awards) Weekly economics columnist for The Daily Telegraph; named Economics Commentator of the Year at The Comment Awards 2012 Biography The Death of Inflation appeared in 1996 and argued that the inflationary regime built into Western economies since the 1970s was structurally finished. The book sold widely, was translated into nine languages, and became the reference point for a generation of contrarian inflation analysis. It also established its author as an economist willing to take a position years before the policy consensus caught up. That author is Roger Bootle. He founded Capital Economics in 1999 and built it into one of the largest independent macroeconomic research firms in the world, serving banks, asset managers, corporates, and policymakers. Before that, he was Group Chief Economist of HSBC, with earlier roles at Lloyds Bank and Capel-Cure Myers. His public-policy work runs in parallel. He served as Specialist Adviser to the House of Commons Treasury Committee from 1998 to 2017, and was appointed to the Chancellor’s panel of Independent Economic Advisers known as the Wise Men. In 2012, he and a team from Capital Economics won the 250,000 pound Wolfson Economics Prize for the most credible plan to manage a country leaving the eurozone, and he was named Economics Commentator of the Year at The Comment Awards the same year. His more recent books extend the same approach to Brexit and AI. Making a Success of Brexit set out the economic conditions for the UK outside the EU. The AI Economy: Work, Wealth and Welfare in the Age of the Robot, which won Gold at the 2020 Axiom Business Book Awards, treats artificial intelligence as a question about productivity, wages and welfare rather than a technology story. He writes a weekly column for The Daily Telegraph. Key speaking topics Global macroeconomic outlook Inflation and monetary policy Eurozone and European economic policy Brexit and the UK economy The economics of artificial intelligence Capital markets and the policy environment Long-run productivity and growth Ideal for Boards and investment committees setting capital allocation against a volatile macro backdrop CFOs, treasurers and CIOs in financial services and corporates with rate and currency exposure Asset management and private capital firms are briefing LPs on the macro outlook Senior policy and government-relations audiences working on UK, EU and monetary policy Audience outcomes A clear reading of where inflation, rates and growth are heading, and the reasoning behind it A direct view from one of the few economists with a public track record of contrarian calls that proved right A grounded economic framing of AI’s effect on productivity, employment and wages A working understanding of how UK and European economic policy is actually made, from someone who advised inside it A perspective on the eurozone and Brexit risk that buyers can defend in front of their own committees

Why organisations work with Rohit Talwar His “Very Human Future” argument that the central strategic task is keeping human outcomes at the centre of AI and technology adoption, not merely managing adoption itself gives leadership teams a framing that is both commercially grounded and defensible at board level. He edits and contributes to multi-author research books that aggregate the work of 60+ futurists and practitioners across a single question; this publishing model means his content draws on current collective intelligence rather than a single perspective frozen at a point in time. As Co-Chair of the UK Node of The Millennium Project, he sits inside a global futures research network. His material reflects active scenario-building methodology, not retrospective trend commentary. He builds entire talks around sector-specific strategic implications: financial services, aviation, local economies, rather than delivering a generic future-of-technology keynote with surface-level industry references. Ranked among the Global Gurus Top 30 Futurist Professionals for 2025, he is a verifiably credentialled figure in an industry where credibility is difficult to assess. Biography highlights CEO and founder of Fast Future, a foresight research, publishing, and advisory firm Editor or lead contributor to more than eight books including A Very Human Future, Beyond Genuine Stupidity: Ensuring AI Serves Humanity, and The Future of Business Co-Chair of the UK Node of The Millennium Project, a global futures research organisation Ranked in the Global Gurus Top 30 Futurist Professionals for 2025; previously profiled by The Independent as a top 10 global futurist MBA from London Business School; BA in Electronics and Computer Science from the University of Keele; early career at British Telecom on AI research and at Andersen Consulting Delivered more than 1,500 keynotes and workshops across 70+ countries on six continents; regular contributor to international news networks on technology and innovation Biography Fast Future is not a typical consultancy. Rohit Talwar built it as a research and publishing operation, an ongoing mechanism for aggregating the work of futurists, practitioners, and emerging thinkers into books and advisory frameworks. That structural choice shapes the quality of what he brings to a leadership conversation. His central argument, developed across titles including A Very Human Future and Beyond Genuine Stupidity: Ensuring AI Serves Humanity, is specific: the question organisations are not asking clearly enough is not whether to adopt AI, but what kind of organisation they want to be when the adoption is complete. Strategy that treats AI as a technical problem consistently misses the governance, cultural, and human-capital decisions that determine whether the investment pays off. Talwar holds an MBA from London Business School and began his career in AI research at British Telecom before moving into management consulting. His foresight work is grounded in structured methodology: he serves as Co-Chair of the UK Node of The Millennium Project, a global futures research body, and brings scenario-building rigour to topics that, in other hands, often remain speculative. The Global Gurus research organisation ranked him among the Top 30 Futurist Professionals for 2025. The effect on senior audiences evidenced consistently across client feedback is a specific one: not inspiration, but productive disruption of existing strategic assumptions. His talks are built to destabilise complacent planning rather than to validate it. Key speaking topics Artificial intelligence and exponential technologies Strategic foresight and scenario planning Human-centred responses to digital transformation Business model innovation in the face of disruption Global megatrends and drivers of change The future of financial services and fintech Long-range futures and organisational resilience Ideal for Executive leadership teams and boards stress-testing long-range strategy Chief Strategy Officers and Chief Innovation Officers building foresight capability Financial services leadership navigating AI and platform disruption Conference and association audiences in technology, aviation, professional services, and public sector Audience outcomes A structured vocabulary for discussing AI strategy that goes beyond adoption and automation Practical scenario-thinking tools that can be applied directly in strategy workshops Clearer understanding of which emerging technologies require immediate strategic response versus longer-horizon monitoring A sharper framing of the organisational and human-capital implications of accelerating technological change Reduced gap between awareness of disruption and the leadership confidence to act on it

Why organisations work with Rory Stewart He has sat inside the decision-making structures most geopolitical analysts only describe – as a UK Cabinet minister, National Security Council member, and coalition administrator governing two Iraqi provinces at 29. That is not a background organisations can easily find elsewhere on a speaker platform. His co-authored book Can Intervention Work? (2011) makes a specific, tested argument about the conditions under which external state interventions succeed or fail – relevant to any organisation navigating politically unstable markets or working alongside governments in fragile environments. Politics on the Edge (British Book Awards Non-Fiction Narrative Book of the Year 2024) provides a forensic account of how democratic governance hollows out – useful for any leadership team trying to anticipate political risk in Western markets, not just emerging ones. He teaches grand strategy at Yale’s Jackson School alongside his public engagement – his analysis is grounded in academic rigour about how states make long-term choices under uncertainty, not in the rolling commentary of the news cycle. Co-hosting the UK’s most-listened podcast across all genres (The Rest Is Politics) gives him an unusually clear read of where public and political opinion is moving – and why the gap between elite decision-making and public trust continues to widen. Biography highlights Inaugural Brady-Johnson Professor in the Practice of Grand Strategy and co-director of the Brady-Johnson Program in Grand Strategy, Yale Jackson School of Global Affairs (from January 2024) Former UK Secretary of State for International Development and member of the National Security Council; held six ministerial roles across four government departments under David Cameron and Theresa May Former Director of the Carr Center for Human Rights Policy and Ryan Family Professor of Human Rights, Harvard Kennedy School Founder of Turquoise Mountain Foundation, Kabul – a cultural heritage and livelihoods charity operating under the patronage of King Charles III Author of six books including The Places in Between (Ondaatje Prize, Royal Society of Literature, 2005) and Politics on the Edge (British Book Awards Non-Fiction Narrative Book of the Year 2024, #1 Sunday Times bestseller) OBE for services in Iraq (2004); Livingstone Medal, Royal Scottish Geographical Society (2009); Ness Award, Royal Geographical Society (2018); three BBC television documentaries; contributor to the New York Review of Books, London Review of Books, and Times Literary Supplement Biography Rory Stewart served as a UK Cabinet minister and member of the National Security Council, held six ministerial roles across four departments, governed two Iraqi provinces as a coalition administrator at 29, and founded an operating NGO in Kabul before it was fashionable to work there. He is now the inaugural Brady-Johnson Professor in the Practice of Grand Strategy at Yale’s Jackson School of Global Affairs, where he co-directs the programme that trains the next generation of strategists. He is not a commentator who studies power. He is someone who has held it. His intellectual contribution goes beyond memoir. Can Intervention Work? (2011) – co-authored with Gerald Knaus – makes a specific argument about why external state interventions fail and under what conditions they can succeed. Politics on the Edge (2023), winner of the British Book Awards Non-Fiction Narrative Book of the Year and named a best book of the year by the Financial Times and Foreign Affairs, dissects the structural causes of democratic decline from the inside – cronyism, the hollowing of expertise, the capture of institutions by short-term political incentives. Both books ask questions that boards are now asking about the environments in which they operate. Before Parliament, Stewart served in the UK Diplomatic Service in Indonesia and Montenegro, walked solo across Afghanistan in 2002 – documented in The Places in Between, winner of the Ondaatje Prize – and later led Turquoise Mountain in Kabul. He directed the Carr Center for Human Rights Policy at Harvard Kennedy School before abandoning that chair to stand for Parliament. The breadth is not accidental: his authority on geopolitical risk rests on having moved between every layer of the system that produces it. Co-hosting The Rest Is Politics – the most-listened-to podcast in the UK across all genres – has given him a reading of the gap between institutional decision-making and public trust that no think-tank report captures. For organisations trying to understand not just what geopolitical risk looks like but why it is so consistently misjudged by the institutions they rely on, that perspective is specific and hard to replicate. Key speaking topics Geopolitics and the shifting global order Grand strategy and statecraft Political risk and institutional failure The limits of state intervention International development and fragile states Democratic governance and the crisis of political trust Leadership under uncertainty in high-stakes environments Ideal for Boards and executive committees assessing geopolitical exposure in global strategy and investment decisions Chief Risk Officers and political risk functions in financial services, energy, and infrastructure sectors Government affairs and public policy leadership navigating an unstable regulatory and political environment International development organisations, multilaterals, and NGOs operating in fragile or conflict-affected contexts Audience outcomes A clearer framework for distinguishing genuine geopolitical risk from noise – grounded in how decisions are actually made inside governments, not how they are reported Specific insight into why state interventions and institutional responses to crises so often fail, and what the structural causes are A more calibrated understanding of the relationship between democratic instability in Western markets and long-term strategic planning Practical exposure to how grand strategy is taught and applied – the long-arc thinking that boards and senior leadership teams rarely build time for Greater confidence in engaging with geopolitical complexity without defaulting to the oversimplified framings of media commentary

Why organisations work with Rosanna Lockwood She has anchored live business news for CNBC International, MSNBC, NBC and Bloomberg TV, so she can chair a CFO, a central bank governor and a sanctions analyst in the same hour without losing the thread. Her brief is built where the audience expects it to be tested: Downing Street, the Singapore Strait, Istanbul, Dubai. That field record carries weight with senior delegates who can spot a host briefed only from a deck. She has moderated for COP, the World Economic Forum and LEAP, formats where the chair has to manage geopolitical sensitivity and named-company exposure in real time. She holds her own opposite Nobel laureates, central bank governors and CEOs without ceding the room, which is the actual job when the panel includes a sitting minister and a sceptical buy-side audience. Biography highlights Anchor on CNBC International, presenting Squawk Box and Street Signs from London and Singapore, with European markets reporting for CNBC US, MSNBC and NBC. Host of Prime Time with Rosanna Lockwood on TalkTV, and Piers Morgan’s stand-in on Piers Morgan Uncensored. Earlier broadcasting roles with Bloomberg TV, Reuters in Dubai, the BBC, LBC and ITN. Moderator at COP, the World Economic Forum and LEAP, plus conferences and summits in London, Paris, New York, Cairo, Riyadh, Abu Dhabi, Dubai and Singapore. BJTC-accredited Postgraduate Diploma in Broadcast Journalism, London College of Communication; BA English Literature and Drama, Royal Holloway, University of London. Senior Fellow of the John Schofield Trust, mentoring early-career journalists. Biography Live business news is unforgiving territory. The anchor has minutes, sometimes seconds, to read a central bank statement, frame the implication for markets and put the right question to the next guest. Lockwood spent over a decade in that seat, anchoring Squawk Box and Street Signs for CNBC International in London and Singapore and reporting European markets for CNBC US, MSNBC and NBC. That work shaped a specific kind of moderator. She is fluent in the vocabulary of monetary policy, corporate strategy and geopolitical risk because she has had to translate it on air, in real time, with a Nobel laureate, a CEO or a finance minister opposite her. Earlier roles at Bloomberg TV, Reuters in Dubai, the BBC, LBC and ITN extended that range across foreign policy, defence, sustainability and energy. The conference work follows the same logic. Lockwood has chaired and moderated for COP, the World Economic Forum and LEAP, and across summits in London, Paris, New York, Cairo, Riyadh, Abu Dhabi, Dubai and Singapore. The brief in those rooms is concrete: keep a senior panel honest, surface the disagreement that matters, and leave the buy-side or board audience with a signal they can act on. She qualified through a BJTC-accredited Postgraduate Diploma in Broadcast Journalism at London College of Communication, after a BA in English Literature and Drama at Royal Holloway. As a Senior Fellow of the John Schofield Trust, she mentors early-career journalists in the UK. Key speaking topics Conference moderation and panel chairing Investor day and AGM hosting Business and finance interviewing Geopolitics and foreign policy Sustainability and energy transition Macroeconomics and central bank policy Defence and security Ideal for Boards, IR teams and CFO offices commissioning chairs for capital markets days, AGMs and investor summits Sustainability, public affairs and ESG leads convening regulator-facing or COP-adjacent conversations Heads of communications and event leads at banks, asset managers and energy companies running flagship summits Government and multilateral programme leads at WEF, COP and LEAP-tier convenings Audience outcomes Senior speakers handled with the discipline of a live news desk, including the unscripted moments Sharper questions in the room, including the ones panellists would prefer to skip A chair who can connect a macro print, a corporate decision and a policy shift inside a single panel Confidence that sensitive geopolitical territory will be navigated without diplomatic damage A through-line for the audience, so the day reads as one argument rather than a sequence of sessions

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

Why organisations work with Sally Bundock BBC News chief presenter, one of nine appointed in London when BBC News and BBC World News merged in 2023. The institutional weight comes built in. Twenty years interviewing CEOs and political figures live on international television. The fluency in how senior people speak and what they actually reveal cannot be borrowed for an event. Covered the World Economic Forum, G7, G20, and EU summits as a working reporter. The geopolitics and macroeconomics in a brief read as familiar ground. Built her early career at Bloomberg, where she created the evening programme Bloomberg Money. Finance is a fluent register for her. Named one of the UK’s 50 most powerful part-timers by Timewise and the Financial Times, and now sits on the judging panel. Useful when the event touches flexible working or the social contract of work. Biography highlights BBC News chief presenter, fronting BBC News on BBC One and the BBC News Channel Has anchored The Briefing, Business Live, Business Today, World Business Report, and Work Life across BBC1, BBC News Channel, and BBC World News Created and presented Bloomberg Money during her tenure at Bloomberg LP from 1996 to 2002 Has reported from the World Economic Forum at Davos, G7 and G20 conferences, and successive EU summits Named one of the UK’s 50 most powerful part-timers on the Power Part Time List compiled by Timewise and the Financial Times. Now sits on the judging panel Radio credits include Wake Up To Money on BBC Radio 5 Live and the business slot on Drive Time with Simon Mayo on BBC Radio 2 Biography Live business news at 5am is one of the more demanding seats in international broadcasting. The brief is to interview the right CEO and hold a global audience through the next story. Sally Bundock has done it on the BBC for more than two decades. The credibility came up the long way. She joined Bloomberg in 1996, where she created and presented Bloomberg Money, and moved to the BBC in 2002. Twenty years on Business Live, World Business Report, Work Life, and The Briefing followed. She became one of nine chief presenters in London after the BBC News and BBC World News merger in 2023. Her beat covers the territory most boards now spend their time on: macroeconomics, geopolitics, capital markets, and the politics of trade. She has reported from Davos, from G7 and G20 conferences, and from successive EU summits. The subject matter at most senior events is not new ground. It is a Tuesday morning at work. There is also a second-track expertise. Timewise and the Financial Times named her one of the UK’s 50 most powerful part-timers in 2014, and she now sits on the panel that judges the list. That track sharpens her when an event lands on flexible working or the changing social contract between employee and employer. Key speaking topics Global economy and macroeconomic outlook Geopolitical risk and global affairs Business and finance journalism Leadership interviews and CEO conversations Future of work and flexible working Media trust in the disinformation era Ideal for Boards and executive committees convening on global economic and geopolitical risk CFO, treasury, and capital markets gatherings where the agenda is macro and the speakers are senior CHRO and people leadership audiences on flexible working and the changing social contract of work Industry conferences and high-stakes panels needing a moderator who can press a CEO without losing the room Audience outcomes A panel that lands on substance instead of safe ground, with each contributor’s actual position drawn out A reading of how the day’s macroeconomic and geopolitical story is hitting business The interview craft of a working BBC journalist applied to your senior figures Confidence that the conversation will hold its audience through to the close

Why organisations work with Sandra Navidi She wrote the book on how the financial elite actually operates. SuperHubs maps the people, institutions and personal networks that move capital and policy, and gives a board a working model of where systemic risk concentrates rather than a list of headlines. She is a member of Columbia University’s Center on Capitalism and Society, founded by Nobel laureate Edmund Phelps, which gives her line of sight to academic research on capitalism, innovation and inequality alongside her practitioner work. Her second book, Future IQ, treats AI as a workforce and strategy question, not a technology demo. That makes her unusually well placed to take a board through the macro and the AI conversation in a single session. Bilingual delivery in English and German, paired with two decades of n-tv commentary, gives DACH and transatlantic audiences a speaker who works natively in both regulatory and cultural contexts. A licensed attorney in New York and Germany with prior roles in investment banking, fund counsel work and macro advisory at Roubini Global Economics. The credential stack maps directly to the rooms she is asked to speak in. Biography highlights Founder and CEO of BeyondGlobal, a New York-based strategic advisory firm. Author of SuperHubs, a Bloomberg Best Book of the Year and 2018 Axiom Business Book Awards Silver Medal winner. Author of Future IQ: Your Success Strategies in the Age of Artificial Intelligence and Die DNA der USA: Wie tickt Amerika. Member of the Center on Capitalism and Society, Columbia University. LinkedIn Top Voice (Executive Blue Badge) and long-standing n-tv (RTL) expert commentator on business and politics. Co-host of the Biz and Beyond podcast with Ulrich Reitz, interviewing senior decision-makers and international experts. Biography The 2008 financial crisis exposed something most risk frameworks had missed. The shocks did not travel through markets in the abstract; they travelled through a small, interlocking network of bankers, regulators, central bankers and policy figures who knew each other personally. SuperHubs, written with a foreword by Nouriel Roubini, is the book that mapped that network and named it. It was selected as a Bloomberg Best Book of the Year and won a Silver Medal in the 2018 Axiom Business Book Awards. Sandra Navidi spent the years before that book inside the rooms she went on to describe. She worked as an investment banker, as general counsel at Muzinich and Co., as a Deloitte consultant, and then as a director of research strategies at Roubini Global Economics, where she briefed clients on macroeconomic and geopolitical risk. She is admitted to the bar in New York and Germany, holds an LL.M. in banking, corporate and finance law from Fordham, and is a member of Columbia University’s Center on Capitalism and Society, founded by Nobel laureate Edmund Phelps. Her second book, Future IQ, takes the same network thinking into the AI conversation. It treats AI as a workforce and capital-allocation problem, not a technology demonstration, and asks how individuals, organisations and economies stay relevant when machine intelligence absorbs more of the cognitive work. It is the bridge between her macro authority and the questions boards are now being asked by their own people. Through BeyondGlobal she advises corporates, financial institutions and ultra-high-net-worth clients; through n-tv (RTL) and the Biz and Beyond podcast she keeps a working line into German and European business audiences. The result is a speaker who can move between Washington-style macro analysis, frankfurt-style risk culture and a Silicon Valley AI brief inside the same keynote, in either English or German. Key speaking topics Systemic risk and the architecture of global finance Geopolitics, sanctions and transatlantic exposure AI as a strategy and workforce question Macroeconomic volatility and capital allocation Future-proofing leadership and human capital US political and economic intelligence for European boards Ideal for Boards and executive committees of banks, asset managers and insurers CEOs, CFOs and CROs in globally exposed corporates Family offices and private wealth platforms with cross-border allocation decisions DACH and transatlantic leadership audiences requiring bilingual delivery Audience outcomes A working mental model of where systemic risk concentrates in the global financial system, named by institution and actor. A clearer read on how geopolitical fracture, sanctions and US policy shifts reach their own balance sheet. A practitioner view of AI as a capital and workforce question, not a tooling debate. A briefing on what US business and political dynamics mean for European strategy in the next cycle.

Why organisations work with Sarah Montague She has spent three decades interviewing heads of state, finance ministers, and central bankers on live broadcast – the preparation and precision that requires does not disappear when the venue is a conference room rather than a radio studio. Her early career as a Eurobond dealer and stockbroker at NatWest Capital Markets gives her a genuine fluency in financial and economic discussions that most broadcast journalists cannot credibly claim. She has chaired high-profile forums for Savills, ABTA, NHS Confederation, Nominet, and Jardine Lloyd Thompson, demonstrating the ability to absorb technical subject matter across sectors without losing journalistic rigour. As a sitting BBC Radio 4 anchor – not a former presenter – she brings active institutional authority to a leadership event, which changes the dynamic of the room before the first question is asked. Biography highlights Lead presenter, BBC Radio 4’s The World at One; regular presenter of the Today programme for 18 years (2002–2018) Presenter, HARDtalk, BBC World; hosted Nobel Minds, BBC World’s roundtable discussion with Nobel Laureates Broadcast career spanning BBC Newsnight, BBC News 24 (one of its original anchors), and Breakfast with Frost Pre-BBC roles at Reuters Television and Sky News as business correspondent; early career as stockbroker and Eurobond dealer at NatWest Capital Markets Honorary Doctor of Letters, University of Sussex; Honorary Doctor of Laws, University of Bristol Named conference chair for Savills, ABTA, NHS Confederation, and Nominet, among others Biography Getting economics, geopolitics, and public policy right in a leadership forum takes preparation, authority, and the ability to challenge without breaking the room. Sarah Montague has been doing exactly that on BBC Radio 4 for three decades. As lead presenter of The World at One – and for 18 years before that, a regular anchor on the Today programme – she has interrogated heads of state, finance ministers, and central bankers at moments when precision really mattered. Her work on HARDtalk for BBC World extended that to the full range of global leadership: political, corporate, and institutional. She also hosted Nobel Minds, BBC World’s roundtable with Nobel Laureates – a format that rewards exactly the kind of structured, high-pressure intellectual facilitation that senior leadership events demand. Before journalism, she worked in financial markets – first as a stockbroker at County NatWest, then as a Eurobond dealer at NatWest Capital Markets. That background shows up in the conference room. She moves between financial services, geopolitical risk, and public policy without needing a briefing to catch up. She has chaired and moderated for organisations across property, trade, technology, and healthcare – Savills, ABTA, NHS Confederation, Nominet, and others. A senior audience, a tight agenda, a contested topic: the combination that tests most moderators is where Montague is most at home. Key speaking topics Geopolitics and global political risk Economic trends and financial markets UK and international current affairs Public policy and regulatory change Conference moderation and high-stakes facilitation Media, journalism, and editorial integrity Gender equity in the workplace Ideal for C-suite and board forums where geopolitical or economic uncertainty is a standing strategic concern Financial services and professional services organisations hosting annual leadership or strategy conferences Public sector, government, and regulatory bodies requiring impartial, authoritative facilitation FTSE 350 and multinational organisations running senior panel discussions that require a credible external chair Audience outcomes A clearer picture of how political and economic developments connect to strategic decisions facing their organisation Structured insight extracted from senior panellists through rigorous facilitation, rather than left to emerge by chance Confidence that contested or technically complex topics will be handled with precision and impartiality Exposure to a questioning methodology developed over 30 years of frontline political and economic broadcast journalism A well-managed discussion that stays on time, covers the ground, and leaves the room with something to act on

Why organisations work with Scott Galloway A working framework for how platform economics, network effects, and data accumulation concentrate value, drawn from a tenured marketing academic who has also built and sold technology companies inside the same system he analyses. Annual, falsifiable predictions on consumer, technology, and business trends that boards can stress-test against their own capital allocation, rather than abstract futurism. Direct reads on the AI cycle, including where investment is overpriced relative to operating value and where it is not, from a faculty member teaching brand and digital strategy at MBA level. A founder track record across nine companies, including the sale of L2 to Gartner, that grounds the strategic argument in commercial reality rather than commentary. Reach across The Prof G Pod, Pivot with Kara Swisher, and the No Mercy / No Malice newsletter that signals a leader who already shapes how senior audiences think about Big Tech. Biography highlights Professor of Marketing, NYU Stern School of Business; teaches Brand Strategy and Digital Marketing to second-year MBAs. Founder of nine companies including Prophet, RedEnvelope, L2 (sold to Gartner), and Section. New York Times bestselling author of The Four, The Algebra of Happiness, Post Corona, Adrift, and The Algebra of Wealth; books translated into 28 languages. Host of The Prof G Pod and co-host of Pivot with Kara Swisher; publisher of the No Mercy / No Malice newsletter. Board service: The New York Times Company, Urban Outfitters, Panera Bread, Berkeley’s Haas School of Business, Ledger. Named one of the world’s best business school professors by Poets & Quants; multiple Webby Award winner. Biography A small number of companies now capture a disproportionate share of consumer attention, transaction data, and equity value. The Four set out the mechanics of how Amazon, Apple, Meta, and Google did it, and the argument has only sharpened as AI consolidates around the same incumbents. Galloway treats this as a question of structural economics, not corporate behaviour, and that is the lens he brings to a boardroom. At NYU Stern, he holds a chair in marketing and teaches Brand Strategy and Digital Marketing to second-year MBAs. Poets & Quants has ranked him among the world’s best business professors. The academic position matters because it disciplines the work, but the operating experience is what makes the analysis useful to executives: nine companies founded, including Prophet, RedEnvelope, and L2, the digital intelligence firm acquired by Gartner in 2017. The published record runs from platform economics in The Four to capital and career frameworks in The Algebra of Wealth, with Post Corona and Adrift sitting between as reads on the post-2020 economy and the structural condition of the United States. Across The Prof G Pod, Pivot with Kara Swisher, and No Mercy / No Malice, he makes annual, data-led predictions on consumer, tech, and macro trends that leadership teams can test against their own planning. What distinguishes him in a room of senior buyers is the combination of categories he occupies at once: faculty member, founder, board director at The New York Times Company and Panera, and a public commentator with reach. That stack means the argument is not theoretical, not detached from operating reality, and not delivered with the hedging that usually accompanies academic input. Key speaking topics Big Tech and platform economics Artificial intelligence and the next concentration of value Brand strategy in a digital, winner-take-most economy Consumer and technology trend forecasting Entrepreneurship and company building Higher education and the future of work Capital, careers, and personal financial strategy Ideal for Boards and executive teams setting strategy in sectors exposed to platform incumbents CMOs, CSOs, and digital leaders rebuilding commercial models for a data-concentrated market Investor and capital allocation audiences seeking a structural read on tech and AI cycles Annual leadership offsites looking for a falsifiable trend forecast rather than generic futurism Audience outcomes A clearer view of where platform economics concentrate value and where they do not, applied to the audience’s own sector. Specific reads on the AI cycle, including which categories are overpriced and which are operationally credible. A set of annual predictions that can be stress-tested against the organisation’s planning assumptions. A sharper sense of what brand and customer strategy now have to do to remain defensible.

Why organisations work with Shang-Jin Wei He has sat in the seat where these questions are actually answered, as Chief Economist of the Asian Development Bank and a senior research economist at the IMF, not just analysed them from a faculty office. His chair at Columbia Business School is specifically the N.T. Wang Professorship of Chinese Business and Economy, giving boards a single, named source on US-China economic integration with academic standing behind it. He publishes in the journals that regulators and central banks read, including American Economic Review, Journal of Political Economy and Quarterly Journal of Economics, so his views on capital flows and currency carry weight in policy rooms as well as boardrooms. His Project Syndicate columns track the live arguments around the renminbi, Chinese trade surpluses, Ant Group, Trump-era tariffs and India, which means clients get a current macro read, not a recycled lecture. Biography highlights N.T. Wang Professor of Chinese Business and Economy and Professor of Finance and Economics, Columbia Business School and Columbia SIPA. Chief Economist of the Asian Development Bank and Director General, Economic Research and Regional Cooperation Department, 2014 to 2016. Former Assistant Director and Chief of the Trade and Investment Division at the IMF Research Department; IMF Chief of Mission to Myanmar in 2004. Former New Century Chair in Trade and International Economics at the Brookings Institution; former Associate Professor of Public Policy at Harvard Kennedy School. Research Associate at NBER and Research Fellow at CEPR; published in American Economic Review, Journal of Political Economy, Quarterly Journal of Economics and Journal of Finance. Regular Project Syndicate columnist on China, the renminbi, trade and emerging markets; co-author of China’s Growing Role in World Trade (NBER, with Robert Feenstra). Biography The hard question on China is no longer whether it matters. It is which numbers to trust, which signals to read, and where the operating reality is diverging from the official line. That gap is where capital is mispriced. Shang-Jin Wei has worked on both sides of that gap. As Chief Economist of the Asian Development Bank from 2014 to 2016, he led the analytical work behind regional fora such as ASEAN+3 and APEC, and advised the ADB President on growth diagnostics across developing Asia. Before that, he was Assistant Director and Chief of the Trade and Investment Division at the IMF Research Department, and the Fund’s Chief of Mission to Myanmar. At Columbia, he holds the N.T. Wang Chair in Chinese Business and Economy, with a joint appointment between the Business School and the School of International and Public Affairs. His research, published in the American Economic Review, Journal of Political Economy and Journal of Finance, sits at the meeting point of trade, international finance and the institutional architecture of the Chinese economy. He is a Research Associate at NBER, a Research Fellow at CEPR, and a frequent Project Syndicate contributor on the renminbi, Chinese trade surpluses, Ant Group and the structural reforms China still has to make. For boards and investors, the value is concrete. He reads China the way someone who has had to sign off on a regional growth forecast reads it. He treats trade and currency as live operating variables, not slogans. Buyers leave a session with a clearer view of where the real risk in their China exposure sits, and what to watch over the next two cycles. Key speaking topics US-China economic integration Chinese growth, structural reform and policy outlook The renminbi, capital flows and currency risk Trade, tariffs and the future of globalisation Emerging-market macro and developing Asia International finance and cross-border investment Geopolitical risk for global investors Ideal for Boards and investment committees with material China or wider Asia exposure CFOs, treasurers and CIOs setting capital allocation under tariff and currency uncertainty Strategy and corporate development leaders reviewing supply chain and market exposure to China Financial services and asset management firms briefing institutional clients on emerging-market risk Audience outcomes A clearer read on which Chinese economic indicators are meaningful and which are not. A working view on where US-China trade and tariff dynamics are heading and what that does to operating models. A grounded position on the renminbi, capital controls and the limits of RMB internationalisation. A sharper sense of where emerging-market risk concentrates beyond the headline narrative.