Economic Trends & Global Markets

Why organisations work with Anthony Hilton Five decades inside the City press, from trainee on The Guardian in 1968 to City Editor of The Times and the Evening Standard, give audiences a working memory of how UK financial crises, regulatory shifts and market cycles actually play out. A named position of record. As Senior Commentator for The Independent and The Standard his arguments on markets, pensions and the economy are already in public circulation, so organisations get a writer whose views are testable. Specific authority on pensions and long-term savings, an area he has covered as a weekly columnist for more than 30 years and on which he has been singled out by UK pensions industry awards. A track record of calling the 2008 crash, recognised by the University of Aberdeen with an honorary degree in 2010 for articles from 2005 to 2007 warning that the financial system was heading for trouble. Deep fluency in corporate and financial communication, drawn from his book How to Communicate Financial Information to Employees and a career running the editorial operation at the Evening Standard as Managing Director. Biography highlights Senior Commentator for The Independent and The London Standard, writing on markets, pensions, investor relations and the economy. Former City Editor of The Times (1981 to 1983) and City Editor of the Evening Standard (1984 to 1989), then Managing Director of the Evening Standard from 1989. Author of City Within a State: A Portrait of Britain’s Financial World, a study of how the City of London really works. Wincott Prize for Business Journalism; Business Journalist of the Year and Outstanding Achievement in Financial Journalism at the 2014 ABI Financial Media Awards; Association of British Insurers Commentator of the Year (twice); Decade of Excellence Award, World Press Awards, 2007. Honorary degree from the University of Aberdeen, 2010, for services to journalism, including articles from 2005 to 2007 predicting the financial crash; MA in Economics, University of Aberdeen. Joint founder and past non-executive chairman of Newsdesk Media Group; Visiting Professor in Economics at London Metropolitan University, 2010 to 2012; former Editor of Accountancy Age. Biography The 1970s sterling story, the 1980s Big Bang, the dotcom crash, the 2008 banking collapse and the pensions and inflation shocks since: the same journalist has covered them in real time for a general reader, inside the British national press. That continuity is unusual, and it is the reason senior audiences listen when Anthony Hilton explains what is happening in the City. He joined Fleet Street in 1968 as a trainee on The Guardian, moved to New York in 1978 as Business Correspondent for the Sunday Times, and returned in 1981 to become City Editor of The Times. From 1984 he was City Editor of the Evening Standard, then its Managing Director from 1989, before returning to writing. He is now Senior Commentator for The Independent and The London Standard. The published argument is the other half of the case. City Within a State set out how the City of London actually works as a system of firms, regulators and capital flows. How to Communicate Financial Information to Employees codified what he has observed boards and finance chiefs get wrong when talking about money to their own people. His weekly columns on pensions, investor relations and the economic outlook have run for more than 30 years. The recognition is from bodies that matter in the field. The Wincott Prize for Business Journalism, Business Journalist of the Year and Outstanding Achievement in Financial Journalism at the 2014 ABI Financial Media Awards, and Commentator of the Year from the Association of British Insurers, twice. The University of Aberdeen awarded him an honorary degree in 2010 in recognition of columns from 2005 to 2007 that warned the financial system was heading for serious trouble. Key speaking topics UK economic outlook and policy City of London, markets and investor relations Pensions, long-term savings and retirement policy Corporate governance and financial communication Financial journalism and the media view of business Economic history and lessons from past UK financial crises Ideal for Boards and CEOs in financial services, asset management, insurance and pensions needing an informed macro and markets read CFOs, heads of investor relations and corporate communications teams preparing for scrutiny from the City press Pensions trustees, scheme sponsors and providers running strategy or member communication programmes Conferences and industry dinners needing a senior City commentator as host, moderator or after-dinner speaker Audience outcomes A clearer read on how UK economic policy, Bank of England decisions and market conditions intersect with their own sector A working columnist’s view on how the City press is interpreting their industry and their company Named historical reference points for making sense of current market and pensions stress A sharper frame on pensions and long-term savings policy for employers and trustees An argument on where the UK economy is heading and what that implies for strategy and communication

Why organisations work with Anil Gupta His research on China and India spans thirty years and six books: not a regional specialist’s tour d’horizon, but a body of work that produced frameworks now used by boards and strategy teams at major multinationals The «global mindset» framework distinguishing local depth from global connect gives leadership teams a diagnostic tool for identifying where strategic blind spots sit, not just a description of why diversity matters One of only three professors in the world elected a lifetime fellow of all three premier academic bodies in his field: the Academy of Management, the Strategic Management Society, and the Academy of International Business Organisations that have engaged Gupta have included GE, Walmart, IBM, HSBC, Deutsche Bank, and SAP; his frameworks are tested against the operational complexity of companies with genuinely global footprints, not just emerging market theory He is a member of the Bretton Woods Committee, the body convened by the World Bank and IMF to advise on global economic challenges, giving him line-of-sight into macro-structural debates that rarely reach corporate strategy teams Biography highlights Michael D. Dingman Chair in Strategy and Entrepreneurship, Robert H. Smith School of Business, University of Maryland 2024 inductee, Thinkers50 Hall of Fame; ranked continuously in Thinkers50 since 2013; 2023 C.K. Prahalad Award for Scholarly Impact on Practice, Strategic Management Society One of only three professors worldwide holding lifetime fellowship from all three major academic bodies in the field: Academy of Management, Strategic Management Society, and Academy of International Business Co-founder and chairman, China India Institute, Washington DC; visiting professor of strategy, INSEAD Author or co-author of six books (Wiley), including Getting China and India Right (Axiom Book Awards Silver Prize) and The Silk Road Rediscovered; contributor to Harvard Business Review, Wall Street Journal, Financial Times, and Bloomberg BusinessWeek PhD, Harvard Business School; MBA, Indian Institute of Management Ahmedabad; B.Tech, Indian Institute of Technology Kanpur Member, World Economic Forum Global Expert Network and Bretton Woods Committee; regular participant at WEF Davos Biography Anil Gupta holds the Michael D. Dingman Chair in Strategy and Entrepreneurship at the University of Maryland’s Robert H. Smith School of Business. Here, he has spent three decades building one of the most specific bodies of research in global strategy: the competitive dynamics of China and India, and what their rise means for organisations competing across the global economy. His 2024 induction into the Thinkers50 Hall of Fame recognised that work, explicitly citing his contribution to understanding globalisation trends over thirty years. Most strategy advice on emerging markets treats China and India as a category. Gupta’s argument, developed across six books and more than seventy academic papers, is that they represent four distinct strategic realities simultaneously: mega-markets, cost platforms, innovation bases, and springboards for fearsome new global competitors. Getting China and India Right, the clearest statement of that argument, received the Axiom Book Awards Silver Prize and was shortlisted for the Asia Society’s Bernard Schwartz Book Award. The Silk Road Rediscovered extended that work into the competitive dynamics between the two economies themselves. What separates Gupta’s perspective from macro-commentary is its institutional background. He is one of only three professors in the world elected a lifetime fellow of the Academy of Management, the Strategic Management Society, and the Academy of International Business simultaneously, a peer recognition that reflects the rigour of the underlying research, not its public profile. He was awarded the Strategic Management Society’s C.K. Prahalad Award for Scholarly Impact on Practice in 2023. He is also chairman of the China India Institute, a member of the World Economic Forum’s Global Expert Network, and sits on the Bretton Woods Committee convened by the World Bank and IMF. His work and opinion have appeared in the Harvard Business Review, the Wall Street Journal, the Financial Times, and Bloomberg BusinessWeek. He holds a PhD from Harvard Business School, an MBA from IIM Ahmedabad, and a B.Tech from IIT Kanpur. Key speaking topics Global strategy and international competitive advantage China and India as strategic priorities Emerging markets and diverging economic trajectories Global mindset and cross-border leadership capability Geopolitical shifts and corporate strategy Global megatrends and scenario planning Globalisation, deglobalisation, and supply chain restructuring Ideal for C-suite and board-level leadership teams with significant international exposure or expansion mandates Chief Strategy Officers and corporate strategy functions navigating market entry or competitive repositioning in Asia Investor and sovereign wealth audiences monitoring emerging market trajectories Executive education cohorts at graduate business schools focused on global strategy Audience outcomes A structured framework – the «global mindset» model – for diagnosing where an organisation’s international strategy assumptions are outdated or misaligned Clearer understanding of why China and India require distinct strategic logics, not a single emerging-markets approach Practical perspective on which emerging markets are better positioned for long-term growth and what that means for investment and competitive positioning Sharper criteria for evaluating when global expansion creates competitive advantage versus merely adding complexity An updated reading of the macro-structural forces – demographic, technological, environmental – reshaping international competition over the next decade

Why organisations work with Andrew Sheng He has sat inside the institutions most leaders only read about. Hong Kong Monetary Authority, Hong Kong Securities and Futures Commission, World Bank, and as Chief Adviser to the China Banking Regulatory Commission. He speaks from the regulator’s chair, not the commentator’s. His book From Asian to Global Financial Crisis (Cambridge University Press) is the standard insider account of how the 1997 Asian crisis and the 2008 global crisis share common causes. Boards use his framing to stress-test their own assumptions about financial stability. He is one of a very small group of Western-trained economists with direct, ongoing advisory access to Chinese financial policymakers. For organisations exposed to China, that is a perspective almost impossible to replicate. TIME named him one of the 100 most influential people in the world in 2013 for helping leaders understand the rebalancing of the global economy. His Project Syndicate and South China Morning Post columns remain a reference point for finance ministers and institutional investors. He translates technical finance into strategic language. Boards come away with a clearer view of what Chinese shadow banking, sustainable finance, and US-China capital tensions mean for their own capital allocation. Biography highlights Chairman, Hong Kong Securities and Futures Commission, 1998 to 2005 Deputy Chief Executive, Hong Kong Monetary Authority Chief Adviser, China Banking Regulatory Commission (later China Banking and Insurance Regulatory Commission) Distinguished Fellow, Asia Global Institute, University of Hong Kong Author, From Asian to Global Financial Crisis (Cambridge University Press, 2009); co-editor, Shadow Banking in China (Wiley, 2016) Named to the TIME 100 Most Influential People, 2013 Featured interviewee in the Academy Award-winning documentary Inside Job (2010) Pro-Chancellor, University of Bristol; columnist, Project Syndicate and South China Morning Post Biography The 1997 Asian financial crisis and the 2008 global crisis were not separate events. They shared the same causes: loose money, lax supervision, market fundamentalism, and an appetite for financial engineering that outran the regulators watching it. Andrew Sheng made that argument from inside the system, as a regulator who had watched both crises unfold from Asian capitals and Washington. His career is the reason the argument carries weight. He chaired the Hong Kong Securities and Futures Commission from 1998 to 2005, served as Deputy Chief Executive of the Hong Kong Monetary Authority, spent four years at the World Bank, and began his career at Bank Negara Malaysia. Since 2013 he has been Chief Adviser to the China Banking Regulatory Commission, giving him an active seat inside the policy apparatus shaping the world’s second-largest financial system. That access sits alongside a serious body of written work. From Asian to Global Financial Crisis, published by Cambridge University Press in 2009, remains a standard insider account of how unfettered finance produced two systemic shocks in a decade. Shadow Banking in China, co-edited for Wiley in 2016, is one of the few book-length treatments of Chinese off-balance-sheet finance written by authors with direct regulatory knowledge. His Project Syndicate column, running since 2011, is read by finance ministers and institutional investors. For boards exposed to Asia, the value is specific. Sheng does not describe China from the outside or financial regulation in the abstract. He explains how Beijing’s policymakers think about capital, what Western assumptions about Chinese finance tend to miss, and where the global monetary order is most likely to fracture next. TIME named him one of the 100 most influential people in the world in 2013 for doing exactly this work. Key speaking topics Global financial stability and systemic risk China’s financial system and policy direction US-China economic and financial decoupling Asian capital markets and cross-border flows Central banking and financial regulation Sustainable finance and green capital The future of the international monetary order Ideal for Boards and investment committees with material exposure to Asian markets Central banks, financial regulators, and ministries of finance CIOs, CFOs, and treasurers at global financial institutions Policy, strategy, and sovereign wealth audiences evaluating China and the multilateral order Audience outcomes A regulator’s read on where the next systemic shock is most likely to originate A more accurate mental model of how Chinese financial policy is made and what it prioritises Sharper questions to ask about counterparty, currency, and capital-flow risk in Asia A structured way to think about sustainable finance beyond disclosure and taxonomy debates Language for the board on what decoupling, sanctions, and capital-market fragmentation mean for strategy

Why organisations work with Andrew McAfee His Geek Way framework – four named cultural norms (science, ownership, speed, openness) derived from evolutionary biology and management research – gives leadership teams a specific, testable diagnostic for why their organisations underperform digitally, not another instruction to move faster or fail more His research at MIT’s Initiative on the Digital Economy produces evidence-based findings on how AI and automation are actually affecting productivity and competitive structure – drawn from organisations that have already made the transition, not from modelled projections He holds simultaneous positions as MIT Principal Research Scientist, inaugural Visiting Fellow at Google’s Technology and Society group, and co-founder of Workhelix, an AI workforce optimisation startup – a combination that grounds his analysis in research, platform-scale practice, and operating reality at once The Second Machine Age and Machine, Platform, Crowd – both New York Times bestsellers co-authored with Erik Brynjolfsson – established the intellectual framework through which most serious organisations now think about automation, labour displacement, and platform competition; many executives in the room will be updating assumptions formed by those books He and Brynjolfsson are the only individuals named to both the Thinkers50 ranking of the world’s top management thinkers and the Politico 50 group of people transforming American politics – a dual recognition that reflects the reach of his work into the policy questions, not just the business questions, that will define the digital economy’s next decade Biography highlights Principal Research Scientist, MIT Sloan School of Management; co-founder and co-director, MIT Initiative on the Digital Economy Inaugural Visiting Fellow, Technology and Society, Google Co-founder, Workhelix (AI workforce optimisation startup) Six-time Thinkers50 honoree; Thinkers50 Digital Thinking Award 2015 with Erik Brynjolfsson; one of only two individuals named to both the Thinkers50 and the Politico 50 Author of The Geek Way (Economist Best Books 2023; Forbes Top 10 Business Books 2023) and More from Less; co-author of The Second Machine Age and Machine, Platform, Crowd (New York Times and Wall Street Journal bestsellers) Contributor to Foreign Affairs, Harvard Business Review, The Economist, The Wall Street Journal, and The New York Times; featured on CNN, 60 Minutes, TED, and the World Economic Forum Biography The gap between digital investment and digital performance is one of the most consequential – and least clearly explained – problems in business strategy. Andrew McAfee, Principal Research Scientist at MIT’s Sloan School of Management and co-founder of MIT’s Initiative on the Digital Economy, has spent three decades building the research base to explain it precisely. His 2023 book The Geek Way – named a best book of the year by both The Economist and Forbes – makes a specific argument: the companies consistently outperforming their sectors share four cultural norms (science, ownership, speed, openness), and those norms are not accidents of Silicon Valley geography but replicable patterns grounded in evolutionary science. Organisations that treat digital transformation as an infrastructure challenge, McAfee argues, are misidentifying the problem. The bottleneck is almost always managerial culture, not technology capability. That argument carries weight from multiple directions. McAfee is the inaugural Visiting Fellow at Google’s Technology and Society group and co-founder of Workhelix, an AI startup focused on workforce optimisation – positions that situate his MIT research in both platform-scale and operating practice. His earlier books with Erik Brynjolfsson – The Second Machine Age and Machine, Platform, Crowd, both New York Times bestsellers – established the frameworks that shaped how most serious organisations now think about automation, platform competition, and the economics of digital productivity. He and Brynjolfsson are the only individuals named to both the Thinkers50 ranking of the world’s top management thinkers and the Politico 50 group of people transforming American politics – a pairing that reflects how far McAfee’s work extends beyond corporate boardrooms into the policy questions about AI, labour, and economic growth that will define the decade ahead. Key speaking topics AI and digital business performance The Geek Way: cultural norms for the digital organisation Platform competition and digital business models Technology, productivity, and economic growth Machine intelligence and the future of work Dematerialisation and sustainable growth Organisational culture in the technology-driven enterprise Ideal for C-suite and board audiences evaluating digital strategy and competitive positioning against digital-native rivals Strategy and transformation leads in established industries under sustained digital disruption Innovation and R&D leaders benchmarking organisational culture against technology-sector performance models Executive education programmes on digital leadership, AI adoption, and future-of-work strategy Audience outcomes A clear account of why digital-native organisations outperform incumbents structurally – not through superior technology budgets but through specific, replicable management norms A practical diagnostic framework (The Geek Way: science, ownership, speed, openness) for identifying where organisational culture is constraining digital performance Evidence-based perspective on how AI and automation are actually affecting productivity and workforce structure, grounded in MIT research rather than market projections A more disciplined vocabulary for separating genuine digital transformation from technology investment that changes operating performance little Sharper thinking on platform competition and the long-term viability of traditional business models against digital-native challengers

Why organisations work with Andrés Velasco He ran Chile’s fiscal policy through a commodity supercycle and a global financial crisis – banking windfall reserves against political opposition, then deploying them as counter-cyclical stimulus. This is not a case study; it is his direct personal record, and it has no equivalent among academic economists in the speaker market. His analysis of fiscal and monetary decisions is shaped by actual exposure to the institutional mechanics: as a minister, as a member of the G20 Eminent Persons Group on Global Financial Governance, and as a current member of the Group of Thirty – a grouping that includes sitting and former central bank governors and finance ministers. He provides the connection between macro numbers and political reality that standard economic commentary does not: why governments make the fiscal choices they do, what constrains them, and what that means for the investment and operating environments businesses face. His Project Syndicate column, running since 2001, covers geopolitics, populism, and macroeconomic policy – offering audiences a track record of real-time, named analysis they can assess rather than a credentials summary alone. As Dean of the LSE School of Public Policy, he sits at the centre of the global debate on institutional reform, multilateral development finance, and the future of international economic governance – giving organisations access to the live intellectual agenda, not yesterday’s consensus. Biography highlights Inaugural Dean of the School of Public Policy, London School of Economics and Political Science (since 2018) Minister of Finance, Republic of Chile, 2006–2010; named Latin American Finance Minister of the Year by Emerging Markets (Euromoney) and América Economía Member of the Group of Thirty – the selective forum of current and former central bank governors, finance ministers, and senior economists Member, G20 Eminent Persons Group on Global Financial Governance; World Bank–IMF High-Level Advisory Group on Sustainable and Inclusive Recovery and Growth Previously Sumitomo-FASID Professor of International Finance and Development, Harvard Kennedy School; Professor of Professional Practice, Columbia University’s School of International and Public Affairs Award for Excellence in Research, Inter-American Development Bank (2006); author of nearly 100 academic articles and several books; regular contributor to Project Syndicate since 2001 CEPR Research Fellow; Co-chair, Global Panel on the Future of the Multilateral Lending Institutions Biography Fiscal policy looks technical until a government has to choose between spending a commodity windfall and saving it. When Chile’s copper revenues surged in 2006, Andrés Velasco – then Finance Minister – held the reserves despite intense domestic political pressure, building buffers equivalent to roughly 30% of GDP. When the 2008 financial crisis hit, he deployed them. The FT, The Economist, the Wall Street Journal, and Bloomberg all covered the story. It remains the most concrete demonstration of counter-cyclical fiscal discipline under real political constraints in the modern emerging-market record. That combination – academic rigour in macroeconomics and direct exposure to the decisions that actually get made – shapes everything Velasco now does at LSE, where he is the inaugural Dean of the School of Public Policy. His research has always been about the political economy of reform: not what good policy looks like in theory, but why it succeeds or fails in practice, and what institutional conditions make credible commitments possible. These are the questions that boards and executive teams face when they try to read fiscal environments, assess sovereign risk, or understand why the same policy recommendation produces different outcomes in different countries. Velasco’s engagement with global economic governance has been sustained and specific. He served on the G20 Eminent Persons Group on Global Financial Governance, co-chaired the Global Panel on the Future of the Multilateral Lending Institutions, and contributed to the World Bank–IMF High-Level Advisory Group on Sustainable and Inclusive Recovery and Growth. He is now a member of the Group of Thirty – one of the most selective forums in international economic policy, comprising current and former central bank governors and finance ministers. His Project Syndicate column, published continuously since 2001, provides a public record of his analytical positions on populism, fiscal discipline, multilateralism, and democratic governance. For organisations navigating a period in which fiscal policy has become explicitly political and multilateral institutions are under visible strain, Velasco offers something precise: the perspective of someone who has held the levers, studied the mechanisms, and continued to influence the debate at the highest institutional levels. Key speaking topics Political economy of fiscal policy and economic reform Global economic governance and multilateral institutions Counter-cyclical fiscal policy and sovereign risk Macroeconomics of emerging markets Populism, democracy, and economic policymaking International financial institutions and development finance Geopolitical risk and global market conditions Ideal for C-suite and board-level audiences in financial services, investment, and multinational corporations requiring strategic context on global fiscal and political risk Chief Strategy Officers and Chief Risk Officers navigating geopolitical and macroeconomic uncertainty Government affairs, public policy, and regulatory strategy teams International economic forums, sovereign wealth funds, and development finance institutions Audience outcomes A clearer framework for reading fiscal and monetary policy decisions as political acts with structural constraints – not just technical outputs Specific insight into how multilateral institutions form, reform, and fail – and what that means for the economic environments businesses depend on Context for understanding the gap between policy intent and policy outcome in emerging and developed markets A more precise vocabulary for discussing sovereign risk, counter-cyclical strategy, and institutional credibility at board level Exposure to the live intellectual debate on global economic governance from someone actively shaping it

Why organisations work with Andrés Oppenheimer His sector-by-sector analysis of automation’s job impact – developed through the same investigative methodology that produced a Pulitzer Prize – gives leadership teams a specific, evidence-built picture of workforce risk rather than a generalist technology forecast. “The Oppenheimer Report” column runs twice weekly across 60+ newspapers in the US and Latin America, meaning his read on political and economic shifts is drawn from live, primary reporting – not filtered retrospective analysis. He can address geopolitical risk and AI-driven workforce disruption in a single conversation, from a single credible position – organisations operating across the Americas do not need separate voices to cover both agendas. His television programme “Oppenheimer Presenta” on CNN en Español gives him direct, ongoing access to heads of state, finance ministers, and regional business leaders – a source network that shapes the quality and specificity of his intelligence. Nine books across four decades of reporting on Latin American competitiveness means his arguments carry empirical ballast: when he makes a forecast, he can point to the precedents it rests on. Biography highlights Latin America editor and syndicated foreign affairs columnist, The Miami Herald; “The Oppenheimer Report” appears twice weekly in 60+ US and international newspapers Anchor, “Oppenheimer Presenta,” CNN en Español – broadcast across 19+ countries in the US, Latin America and the Caribbean Co-winner, 1987 Pulitzer Prize, as part of the Miami Herald team that broke the Iran-Contra scandal Author of nine books, including The Robots Are Coming! (Vintage/Random House, 2019) and Innovate or Die! (2014), translated into Spanish, Portuguese, Japanese, Korean, and Chinese Awards include: Ortega y Gasset Award (El País, 1993), Maria Moors Cabot Award (Columbia University, 1998), King of Spain Award (2001), Overseas Press Club Award (2002) Master’s degree in Journalism, Columbia University; freelance contributor to The New York Times, The Washington Post, BBC, and CBS’ 60 Minutes Biography The Americas produce a particular kind of strategic risk – one where political instability, trade volatility, and currency pressure arrive together and faster than most organisations expect. Andrés Oppenheimer has spent four decades reporting from inside that complexity, as Latin America editor and syndicated foreign affairs columnist for The Miami Herald, with “The Oppenheimer Report” appearing twice weekly in more than 60 newspapers across the US and internationally. His investigative credentials are substantive. He was part of the Miami Herald team awarded the 1987 Pulitzer Prize for uncovering the Iran-Contra affair – a grounding in primary-source journalism that has shaped every argument he has made since. His awards from El País (Ortega y Gasset, 1993), Columbia University (Maria Moors Cabot, 1998), and the Spanish news agency EFE (King of Spain Award, 2001) confirm a standing in the Spanish-speaking world that extends well beyond the conference circuit. His book The Robots Are Coming! (Vintage/Random House, 2019) applied that same investigative rigour to the future-of-work debate. Oppenheimer interviewed Oxford economists, Silicon Valley engineers, and sector specialists across Japan, South Korea, Israel, and Europe to build a profession-by-profession account of what automation is actually doing to legal work, banking, medicine, and manufacturing – and what the evidence says about whether new industries will replace what is being lost. The earlier Innovate or Die! (2014) set out his argument that innovation capacity is the defining variable in national competitiveness in the knowledge economy. As anchor of “Oppenheimer Presenta” on CNN en Español, he interviews heads of state, policymakers, and business leaders across a region that remains both strategically critical and consistently misread by organisations operating from outside it. That combination – live political intelligence, investigative depth, and a published analytical framework on automation and competitiveness – is what distinguishes his contribution in a board conversation on international risk. Key speaking topics Geopolitics and political risk across the Americas AI, automation, and the future of work Latin American economic trends and competitiveness Innovation strategy in the knowledge economy The impact of automation on professional sectors Global economic forecasting and scenario analysis Ideal for C-suite and board-level leaders in organisations with commercial exposure or operations across Latin America and the Americas Risk, strategy, and policy leads navigating geopolitical uncertainty in international markets Senior leadership teams examining the intersection of AI-driven workforce disruption and macroeconomic risk Global business conferences and economic forums seeking analytical depth on hemispheric political and technological change Audience outcomes A clearer framework for understanding how geopolitical risk and automation interact as compounding – not separate – forces on competitive strategy Sector-specific insight into which professional roles and industries face the earliest automation pressure, grounded in published research rather than prediction A more accurate and current picture of Latin American political and economic dynamics, drawn from active reporting rather than retrospective analysis A working understanding of why innovation capacity determines national and organisational competitiveness in the knowledge economy Confidence to brief boards and senior colleagues on the forces reshaping international markets – with the evidence and context to withstand scrutiny

Why organisations work with Anatole Kaletsky He runs the macro research that institutional investors act on. As chairman and chief economist of Gavekal, his work is priced in by hundreds of banks, asset managers and corporates, not written for a general audience. He wrote the book on post-crisis capitalism. Capitalism 4.0 set out a named thesis for how the system reorganised itself after 2008, and the argument has aged into the framework through which many boards now read central bank behaviour. He sits inside the reform of economics itself. As founding chairman of the Institute for New Economic Thinking, set up with George Soros to rebuild the discipline after 2008, he has direct access to the researchers redefining how policymakers think. Thirty years as Economics Editor and Editor-at-Large of The Times, and as a columnist for Reuters, the International New York Times and Project Syndicate, give him a rare ability to translate macro complexity into arguments a management team can act on. Biography highlights Co-founder, chairman and chief economist of Gavekal, an independent research and investment firm serving more than 800 financial institutions. Founding chairman of the Institute for New Economic Thinking, established with George Soros in the wake of the 2008 financial crisis. Author of Capitalism 4.0: The Birth of a New Economy in the Aftermath of Crisis, nominated for the Samuel Johnson Prize. Columnist for Reuters, the International New York Times, Project Syndicate and Prospect, after a thirty-year career at The Economist, the Financial Times and The Times, where he was Economics Editor and Editor-at-Large. Twice named Specialist Writer of the Year at the British Press Awards, and named Newspaper Commentator of the Year, Economic Journalist of the Year and European Journalist of the Year. First Class Honours in Mathematics from King’s College, Cambridge, and a Kennedy Memorial Scholar at Harvard, where he took a Master’s in Economics. Biography The global economy has not returned to a normal cycle since 2008. Successive shocks, from the financial crisis to the pandemic to the rewiring of trade blocs, have left boards and investors trying to plan inside a macro regime whose rules they did not agree to. Kaletsky’s work is an attempt to name that regime. In Capitalism 4.0, he argued that the post-crisis system is a new stage in the evolution of market economies, one in which governments and central banks play a larger and more explicit role, and that treating the period since 2008 as a set of anomalies is what keeps leaders wrong-footed. The thesis gave boards and policymakers a vocabulary for what they were already seeing. That argument is backed by an unusual combination. Through Gavekal, the research and investment firm he co-founded, his analysis is priced in by more than 800 banks, asset managers and corporates. Through the Institute for New Economic Thinking, which he chaired from its founding with George Soros, he works with the economists rebuilding the discipline’s foundations. Through three decades at The Times, the Financial Times and The Economist, and ongoing columns for Reuters, the International New York Times and Project Syndicate, he has learned how to explain monetary policy and geopolitics without losing either the numbers or the reader. For a board trying to decide what to assume about inflation, Chinese growth, the dollar or the direction of American policy, his value is that he has already had to answer the same question for institutional clients who are putting real capital behind it. Key speaking topics Global macro-economics and financial markets Central bank policy and the future of monetary regimes Capitalism 4.0 and the evolution of market economies after 2008 Geopolitics, trade blocs and the global economic order China, the United States and the shape of the next decade Political risk and the interaction of policy with markets Ideal for Boards and executive committees setting medium-term capital allocation and geographic strategy Chief investment officers, CFOs and treasurers calibrating exposure to policy and macro risk Institutional investor conferences and client events that need a named macro thesis, not a market update Audience outcomes A clearer reading of why the post-2008 macro regime behaves differently, and what that means for planning assumptions A framework for interpreting central bank decisions as part of a longer structural shift, not one-off interventions A sharper view of how US-China rivalry, European policy and emerging market dynamics interact in capital flows Specific, argued positions on inflation, interest rates and asset prices, rather than a survey of consensus forecasts

Why organisations work with Álvaro Vargas Llosa His “Five Principles of Oppression” framework – developed in Liberty for Latin America and recognised with the Sir Antony Fisher International Memorial Award – gives risk and strategy teams a structural model for diagnosing why reform fails in emerging markets, beyond surface political cycle analysis. His critique of statism and populism is applied equally to left and right administrations, making his assessments more defensible in polarised environments and more useful for boards that must operate above partisan interpretation. He brings first-hand political engagement – as press spokesman for one Peruvian presidential campaign and international relations adviser for another – to strategic conversations that frequently lack any understanding of how political institutions function from the inside. His parallel work on development entrepreneurship (the Templeton Freedom Award-winning Lessons from the Poor) and immigration economics (Global Crossings) extends his analytical scope into talent, trade, and demographic strategy – giving organisations a unified frame for markets that most advisers treat in isolation. Named by Foreign Policy as one of the top 50 public intellectuals in the Spanish-speaking world (2012), he carries credibility with government, regulatory, and C-suite audiences across Latin America, Spain, and the United States simultaneously. Biography highlights Senior Fellow, Center on Global Prosperity, Independent Institute, Washington DC; President, Fundación Internacional para la Libertad (FIL) and Cátedra Vargas Llosa B.Sc. International History, London School of Economics; M.A. Value Investing and Theory of the Economic Cycle, OMMA (Spain) Author of Liberty for Latin America (Sir Antony Fisher International Memorial Award, 2005); editor of Lessons from the Poor (Templeton Freedom Award, 2010); author of Global Crossings: Immigration, Civilization, and America Nationally syndicated columnist, Washington Post Writers Group; former op-ed editor and columnist, Miami Herald; contributor to Wall Street Journal, New York Times, Los Angeles Times, BBC World Service, and Time Named Young Global Leader, World Economic Forum, 2007; named one of the top 50 public intellectuals in the Spanish-speaking world, Foreign Policy, 2012; Thomas Jefferson Award, Association of Private Enterprise Education, 2021 Writer and presenter, four-part National Geographic Channel documentary series “Consecuencias” on contemporary Latin American history, broadcast in more than 100 countries Member, Global Commission for Post-Pandemic Policy; press and political advisory roles in two Peruvian presidential campaigns Biography For five hundred years, Latin American economies have cycled through liberalisation and state capture. In Liberty for Latin America, Álvaro Vargas Llosa offers a structural explanation for why – identifying five persistent institutional conditions he calls the “Principles of Oppression”: corporatism, state mercantilism, privilege, bottom-up wealth redistribution, and political law. It is one of the few analytical frameworks that diagnoses a pattern rather than merely describing events, and it won the Sir Antony Fisher International Memorial Award in 2005. Based at the Independent Institute in Washington DC, Vargas Llosa has spent his career at the intersection of political economy, journalism, and policy advisory work. He spent five years as a nationally syndicated columnist for the Washington Post Writers Group and has contributed to the Wall Street Journal, the New York Times, the BBC World Service, and Time. His four-part National Geographic Channel documentary series “Consecuencias,” which aired in more than 100 countries, brought the same analytical frame to a mainstream global audience. His work extends beyond Latin American political history. As editor of Lessons from the Poor – recipient of the Templeton Freedom Award – he examined bottom-up entrepreneurship in Africa and Latin America, making the case that development is driven by individual agency, not state intervention. His book Global Crossings: Immigration, Civilization, and America applies a comparable structural lens to immigration, separating economic evidence from political narrative. Named one of the top 50 public intellectuals in the Spanish-speaking world by Foreign Policy (2012), Vargas Llosa carries credibility across Latin America, Europe, and Washington DC. The World Economic Forum named him a Young Global Leader in 2007; he also serves as President of the Fundación Internacional para la Libertad and sat on the Global Commission for Post-Pandemic Policy. For organisations exposed to politically complex markets, his work offers something uncommon: a tested structural model for understanding risk, not simply informed commentary. Key speaking topics Geopolitical risk and political economy in emerging markets Populism and institutional fragility across the left-right divide Latin American politics and the conditions for durable market reform Immigration economics, cultural assimilation, and demographic change Development entrepreneurship and the structural limits of foreign aid Rule of law, state capture, and the business cost of institutional weakness US foreign policy and Western hemisphere strategy Ideal for Boards and senior executive teams of companies with material Latin American exposure, assessing political and institutional risk alongside commercial strategy Chief Risk Officers and geopolitical risk functions navigating political cycle uncertainty in emerging markets Investors and asset allocators active in Latin American, Ibero-American, or broader developing-economy markets Government affairs teams, policy-facing organisations, and trade bodies operating across the Americas, Spain, and Washington DC Audience outcomes A structural model – grounded in the “Five Principles of Oppression” framework – for explaining why market reform in emerging economies reverses, independent of which party holds power A clearer understanding of how populism operates across the ideological spectrum, and what this means for business exposure and investment sequencing Practical tools for distinguishing between political risk that is cyclical and risk that is structural – and the different responses each requires A contextualised, evidence-based account of immigration and demographic change as economic and strategic forces, separated from political rhetoric A sharper analytical basis for assessing the stability of institutional environments when entering, operating in, or exiting politically complex markets

Why organisations work with Alex Brummer Five decades of front-line financial reporting, from the 1976 sterling crisis to the 2008 banking collapse to the post-Brexit settlement, give audiences a working memory of how financial crises actually unfold. A named position of record. As City Editor of the Daily Mail he writes the paper’s daily view on business, markets and the economy, which means organisations get an author whose arguments are already in public circulation. Book-length theses backed by serious publishers. Bad Banks on financial system fragility and The Great British Reboot (Yale University Press, 2020) on UK economic strategy give audiences a coherent argument, not a survey. Specific expertise on pensions and long-term savings, the subject of The Great Pensions Robbery, which matters to any organisation running a material defined benefit liability or rethinking retirement provision. Award weight from credible bodies: Wincott Senior Financial Journalist of the Year, British Press Awards Financial Journalist of the Year, Overseas Press Club of New York for US coverage. Biography highlights City Editor of the Daily Mail since May 2000, writing the paper’s daily commentary on business, markets and the economy. 26 years at The Guardian in senior roles including US Financial and Washington Correspondent, Financial Editor, Foreign Editor and Associate Editor. Author of seven books including The Great British Reboot (Yale University Press, 2020), Bad Banks (2014), Britain for Sale (2012) and The Great Pensions Robbery (2011). Wincott Prize for Senior Financial Journalist of the Year (2001); British Press Awards Financial Journalist of the Year (1999); Overseas Press Club of New York (1989). Honorary Doctor of the University, University of Bradford (2014). Columnist for New Statesman; contributor to The Spectator and Jewish Chronicle; chair of the Jewish News editorial board. Biography The 1976 sterling crisis, the 2008 banking collapse and the post-Brexit argument over UK industrial strategy have one thing in common. The same journalist covered them from inside a working newsroom, in real time, for a general reader. Since May 2000, that newsroom has been the Daily Mail, where Alex Brummer is City Editor. The role means writing the paper’s daily view on business, markets and the economy, turning movement in the FTSE, the Bank of England and global capital markets into a clear argument rather than a data dump. Before that he spent 26 years at The Guardian, including ten years as US Financial and Washington Correspondent covering three presidential elections, then Financial Editor, Foreign Editor and Associate Editor. The books map the territory he speaks from. Bad Banks (2014) traced the post-2008 banking system’s unresolved fragility. Britain for Sale (2012) set out the costs of foreign ownership of British industrial assets. The Great Pensions Robbery (2011) examined the unwinding of UK retirement provision. The Great British Reboot, published by Yale University Press in 2020, argues how the UK can rebuild economic strength through research, technology and industrial reform. The recognition is from bodies that matter in the field: the Wincott Prize for Senior Financial Journalist of the Year, the British Press Awards for Financial Journalist of the Year, and the Overseas Press Club of New York for best foreign correspondent in the United States. Bradford awarded him an honorary doctorate in 2014. Key speaking topics UK economic outlook and industrial policy Banking stability and systemic financial risk Pensions, savings and long-term capital Foreign ownership of UK assets and national economic security Global markets and macroeconomic trends Post-Brexit economic strategy Ideal for Boards and CEOs in financial services, asset management and banking needing an informed macro read alongside strategic decisions CFOs and treasury leaders exposed to rate, currency and pensions risk Policy forums, regulators and industry bodies across financial services, infrastructure and pensions Conferences needing a City Editor-grade host or moderator across business, economics and markets Audience outcomes A clearer read on how UK economic policy, banking regulation and market conditions intersect with their own sector Named historical reference points, from the 1976 sterling crisis to 2008 and beyond, for interpreting current financial stress A sharper frame on the pensions and long-term savings question facing UK employers A working journalist’s view on what is actually driving coverage and sentiment around their industry An argument, not a survey, on where the UK economy is heading and what that implies for strategy

Key speaking topics UK politics and government Global political developments Election campaigns and political strategy Media and political broadcasting US politics and transatlantic relations The role of journalism in modern democracy Political leadership and decision-making Ideal for Corporate leadership teams seeking political and geopolitical context Financial services and global businesses monitoring political risk Conferences focused on public affairs, media or government relations Organisations hosting moderated discussions with political leaders or policymakers Audience outcomes Clearer understanding of the UK political landscape and decision-making environment Insight into global political developments and their implications for organisations Perspective on election campaigns, political strategy and leadership Understanding of how political narratives are shaped in modern media Context for interpreting government policy and political risk Why organisations work with Adam Boulton Extensive experience covering UK and international politics across broadcast media. Ability to explain complex political developments in clear, structured terms for business audiences. Credibility built through decades of political reporting, interviews with national leaders and major election coverage. Skilled moderator and conference host able to guide informed discussions on politics, policy and public affairs. Biography Adam Boulton is one of the most experienced figures in British political broadcasting, with a career spanning more than four decades reporting on UK and international politics. As the founding Political Editor of Sky News, he played a central role in shaping the channel’s political coverage and became a prominent voice in live political journalism and election reporting. During his time at Sky News he hosted several of the network’s flagship political programmes, including All Out Politics, Boulton and Co, Sunday Live and Week in Review. He has fronted major live political and election coverage and conducted interviews with every UK Prime Minister from Sir Alec Douglas-Home onwards, alongside extensive reporting on US politics since the Reagan era. Earlier in his career he served as Political Editor at TV-am before joining Sky News, and he was elected chairman of the Parliamentary Lobby. His contribution to political journalism has been recognised with the Royal Television Society’s supreme judges’ award. Alongside his broadcasting career, Adam is an established political commentator and presenter. He hosts Sunday Morning with Adam Boulton on Times Radio, contributes commentary for Sky News, and has written political analysis for publications including Reaction. Adam is also an author. His books include Tony’s Ten Years: Memories of the Blair Administration and Hung Together: The 2010 Election and the Coalition Government, written with Joey Jones. Beyond broadcasting and writing, Adam is a sought-after moderator and speaker for corporate and public affairs events. He brings decades of experience covering government, elections and global political developments, helping organisations understand the forces shaping political decision-making and international affairs. He has also served as a governor of Sevenoaks School and received an honorary Doctor of Business from the University of Plymouth.

Why organisations work with Huang Yiping He sits on the Monetary Policy Committee of the People’s Bank of China, which puts him inside the conversation that shapes Chinese interest rate, credit, and currency decisions, not commenting on it from the outside. He runs the National School of Development at Peking University, the institution that has educated a generation of Chinese policy economists and whose research directly feeds government thinking. His digital finance research programme is the reference point for how platforms like Ant Group, WeChat Pay, and the state-run digital yuan system are reshaping Chinese banking and credit allocation. He built a career that bridges Wall Street and Beijing, with nearly a decade as Chief Asia Economist at Citigroup and a further stint at Barclays, so he reads Chinese policy with a market operator’s instinct. He is willing, as Bloomberg documented in 2024, to publicly challenge official economic strategy, which makes his private read on policy direction far more useful than the standard think tank commentary. Biography highlights Dean of the National School of Development, Peking University, and Boya Distinguished Professor. Member of the Monetary Policy Committee of the People’s Bank of China, reappointed in March 2024 after serving 2015 to 2018. Director of the Institute of Digital Finance at Peking University. Former Managing Director and Chief Asia Economist, Citigroup; later Chief Economist for Emerging Asia, Barclays. Co-editor, with David Dollar, of The Digital Financial Revolution in China (Brookings Press, 2022). Columnist at Project Syndicate; contributor to East Asia Forum; PhD in Economics, Australian National University. Biography China’s economic team spent the decade after the global financial crisis building a credit-driven growth model that worked until it didn’t. Huang Yiping has spent that same decade arguing, from inside the system, that the model had to change. His seat on the Monetary Policy Committee of the People’s Bank of China gives that argument unusual weight. As Dean of the National School of Development at Peking University, Huang leads the country’s most influential economic policy school. The NSD trains senior officials and publishes much of the research that informs Chinese financial and macroeconomic decisions. Before Peking University, he spent nearly a decade as Chief Asia Economist at Citigroup and Chief Economist for Emerging Asia at Barclays, which is why his reading of policy still tracks to what markets actually need to know. His research focus has shifted with the economy. The Digital Financial Revolution in China, co-edited with Brookings’s David Dollar in 2022, set the frame for how platforms, mobile payments, and the digital yuan are rewiring Chinese credit. His Project Syndicate columns through 2024 pushed Beijing to rein in local government debt and to rebalance away from investment toward household consumption. In August 2024, Bloomberg singled out his critique of official policy as one of the sharpest to come from inside the PBOC advisory structure in years. For international leaders, the value is specific. Huang can tell a board what Beijing is actually weighing on interest rates, on the property sector, on capital controls, and on the structural rebalancing that will shape Chinese demand for the next decade. He does it with the vocabulary of someone who has worked in a trading room, not only in a seminar room. Key speaking topics Chinese macroeconomic policy and PBOC decision-making Financial system reform and capital market liberalisation in China Digital finance, platform regulation, and the digital yuan Rebalancing the Chinese economy from investment to consumption Local government debt and fiscal reform in China China’s role in global trade and emerging market capital flows Ideal for Boards and executive committees of multinationals with material China exposure CFOs, treasurers, and CIOs at financial institutions allocating capital across Asia Strategy and policy leads in technology and payments businesses operating in or alongside Chinese platforms Senior government, regulatory, and multilateral audiences tracking PBOC direction Audience outcomes A clearer view of how Chinese policymakers are likely to weigh monetary, fiscal, and structural choices in the next twelve to twenty-four months. An informed read on where Chinese financial reform and platform regulation are heading, from someone inside that work. A sense of the real disagreements inside the Chinese policy community, rather than the official line. Sharper questions to bring to their own China strategy, credit exposure, and supply chain decisions.

Why organisations work with Gerard Lyons A working chief economist’s view of the world cycle, drawn from over a decade as Group Head of Global Research at Standard Chartered, where his team was ranked the most accurate forecaster globally by Bloomberg in 2010 and 2011. A track record of calling turning points before consensus, including the 2008 recession a month before Lehman and early warnings on the eurozone, Japan’s lost decades, and the rise of China. Inside experience of UK economic policy from both sides: lead adviser on Gordon Brown’s Business Council for Britain and Chief Economic Adviser to Boris Johnson at the Greater London Authority. Direct authority on the politics of capital, with testimony to committees of the US Senate, the US House, and both Houses of the UK Parliament on state capitalism and sovereign wealth. A 2019 candidate for Governor of the Bank of England, with current board roles at Bank of China (UK) and BGC Partners and Senior Fellow status at the Centre for Policy Studies. Biography highlights Chief Economist and Group Head of Global Research at Standard Chartered Bank, 1999 to 2012, leading roughly 180 staff Chief Economic Adviser to the Mayor of London under Boris Johnson, 2013 to 2016 Author of The Consolations of Economics (Faber and Faber) and co-author of Clean Brexit (Biteback), the latter listed by The Economist among the best books on Brexit Chief Economic Strategist at Netwealth; Senior Independent Director at Bank of China (UK); Chair of the Risk Committee at BGC Partners Council member of the Royal Economic Society and Fellow of the Society of Professional Economists; advisory board member at the Grantham Research Institute on Climate Change and the Environment 2019 candidate for Governor of the Bank of England Biography The defining feature of the current cycle is that it does not rhyme with the last one. Inflation behaviour, central bank credibility, and the geopolitics of trade have shifted enough that boards reading consensus forecasts can still be wrong on the call that matters. Reading this environment well requires someone who has run a global research desk through several previous turns of the cycle. Standard Chartered was that desk for over a decade. As Group Head of Global Research and Chief Economist from 1999 to 2012, Lyons ran a team of around 180 staff covering emerging markets, currencies, and global macro, and Bloomberg ranked it the most accurate global forecaster in 2010 and 2011. The earlier track record matters too: a recession call in August 2008, a month before Lehman; early warnings on the eurozone; a thesis on China’s rise that read clearly when much of the City was still sceptical. Public policy credibility runs alongside that. Lyons was the lead adviser to Gordon Brown’s Business Council for Britain and then Chief Economic Adviser to Boris Johnson at the Mayor of London from 2013 to 2016, work that included the London Living Wage and the city’s international competitiveness agenda. He has testified to committees of the US Senate, the US House, and both Houses of the UK Parliament, and was a 2019 candidate for Governor of the Bank of England. The published work pulls the threads together. The Consolations of Economics, with Faber and Faber, set out a framework for a multi-polar world economy and was translated into Chinese, Korean, German, and Portuguese. Clean Brexit, co-authored with Liam Halligan and published by Biteback, was listed by The Economist among the best books on Brexit. Current roles span Chief Economic Strategist at Netwealth, the Bank of China (UK) board, the Risk Committee chair at BGC Partners, and Senior Fellow at the Centre for Policy Studies. Key speaking topics Global economic outlook UK economic policy and competitiveness China and emerging markets Monetary policy and central banks Financial markets and the City of London Climate finance and the green transition Geopolitical risk and global capital flows Ideal for Boards and investment committees setting capital allocation against the macro cycle CFOs, treasurers, and CIOs in banks, asset managers, and corporates with cross-border exposure Government, policy, and trade audiences working on UK growth, financial services, and post-Brexit strategy Leadership offsites in organisations with material exposure to China, India, and emerging markets Audience outcomes A working read on where inflation, interest rates, and growth are heading across the major economies A clearer view of how geopolitics, sanctions, and great-power competition are reshaping capital flows A defensible house view on China and emerging markets that goes beyond headline narrative A sharper sense of the UK’s structural position on growth, financial services, and competitiveness Specific, named scenarios that a board can test its strategy against