Economic Trends & Global Markets

Why organisations work with Nicholas Hopton A serving British Ambassador to four of the region’s most sensitive postings inside a decade: Yemen, Qatar, Iran and Libya. That working contact list is not replicable from outside government. Reopened the British Embassy in Tehran as the first UK Ambassador to Iran since 2011, giving a first-hand reading of how Iranian decision-making actually functions under sanctions and confrontation. Runs Belmont Advisory, a private geopolitical consultancy, alongside the Middle East Association: advice is shaped by what clients have actually done with it, not by think-tank distance from the deal. Current platforms at the Atlantic Council’s Scowcroft Middle East Security Initiative and as a RUSI Distinguished Fellow keep the analysis tested against serious peer scrutiny. Comfortable with senior business audiences and broadcast media in equal measure, including Bloomberg, the New Statesman and The Spectator, which means a board briefing lands without needing translation from policy register. Biography highlights British Ambassador to Libya, 2019 to 2021; Iran, 2015 to 2018; Qatar, 2013 to 2015; Yemen, 2012 to 2013. First British Ambassador to Iran after the embassy’s reopening, following the 2011 closure. Director General of the Middle East Association. Founder and Managing Director of Belmont Advisory, a geopolitical consultancy. Nonresident Senior Fellow, Scowcroft Middle East Security Initiative, Atlantic Council; Distinguished Fellow, Royal United Services Institute. Led the drafting team for the UK’s first National Security Strategy in 2008; Private Secretary to four UK Ministers for Europe, 1998 to 2000. Biography The reopening of the British Embassy in Tehran in 2015 closed a four-year diplomatic break with Iran. Nicholas Hopton was the ambassador who walked back in. Running a mission in a country that had just expelled the previous one is a particular kind of education in how power, sanctions and personal access actually interact. That posting sits inside a 35-year career in the British Diplomatic Service that ran from junior roles in Paris, Rome, Morocco and Mauritania to four ambassadorships in under a decade. Yemen during the early collapse, Qatar at the moment Gulf finance reshaped global asset flows, Iran through the nuclear deal years, then Libya. Each post was the kind of brief in which the embassy is the analytical asset, not a passive observer. In Whitehall he led the team that drafted the UK’s first National Security Strategy in 2008 and served as senior UK official at the 2011 Perth Commonwealth Heads of Government Meeting. He spent 1998 to 2000 as Private Secretary to four successive Ministers for Europe. The London grounding matters for clients: he understands how the British system actually decides, not just how it appears to. He now runs the Middle East Association as Director General, founded the geopolitical consultancy Belmont Advisory, and holds research positions at the Atlantic Council’s Scowcroft Middle East Security Initiative and at RUSI. The combination gives boards something most political-risk providers cannot: a practitioner who can still place the phone calls, and whose interpretation has been tested in real negotiating rooms. Key speaking topics Iran: politics, sanctions and the post-Khamenei trajectory The Gulf states and the geopolitics of capital Libya, North Africa and Mediterranean security UK and European policy towards the Middle East Political risk and market access in conflict-adjacent economies The mechanics of British and European decision-making on foreign policy Ideal for Board and executive committee briefings on Middle East exposure Chief risk officers and heads of government relations in firms with regional operations Investor and family-office audiences weighing Gulf capital allocation Foreign-policy and defence audiences in think tanks, universities and policy fora Audience outcomes A working map of where power actually sits in Tehran, Doha, Riyadh and Tripoli, separated from media shorthand A clearer view of how sanctions regimes affect commercial decision-making in practice An informed read on the UK and European policy posture toward the region, and where it is likely to move Direct answers to the questions a senior team would otherwise be unable to ask in the open

Why organisations work with Josef Joffe Four decades inside the engine room of European opinion-shaping as publisher-editor of Die Zeit and columnist for Suddeutsche Zeitung, giving boards a primary source on how Berlin, Paris and Brussels actually think. A contrarian intellectual record on American power. The Myth of America’s Decline (Liveright, 2013) dismantled the standard declinist consensus and predicted China’s strategic limits years before they became conventional wisdom. Co-founder of The American Interest with Brzezinski, Cohen and Fukuyama, and of its successor American Purpose. He has shaped the most serious post-Cold War conversation on the West’s strategic future. Stanford Hoover and Freeman Spogli affiliations alongside teaching at Harvard, Johns Hopkins SAIS and Stanford. Boards get an academic seriousness uncommon among geopolitical commentators. Bilingual fluency in the German and American political mind. He is one of the few public intellectuals who can address a transatlantic audience without translating awkwardly between the two political cultures. Biography highlights Publisher-editor of Die Zeit, 2000 to 2023, after fifteen years as editorial page editor of Suddeutsche Zeitung. Distinguished Visiting Fellow at the Hoover Institution and courtesy professor of political science at Stanford; Senior Fellow of Stanford’s Freeman Spogli Institute for International Studies. PhD in Government from Harvard; MA from Johns Hopkins SAIS; BA from Swarthmore. Author of The Myth of America’s Decline (2013), Uberpower: The Imperial Temptation of America (2007) and The Limited Partnership (1987). Co-founder of The American Interest (2005) and American Purpose (2020), with Brzezinski, Cohen and Fukuyama. Recipient of the Theodor Wolff Prize, the Ludwig Borne Prize and Germany’s Federal Order of Merit. Biography The post-1945 international order is being rewritten in real time. War has returned to Europe, the China-US contest has hardened, and Germany has begun a defence and energy reorientation that would have been unthinkable a decade ago. Reading these shifts is now part of board-level strategic work, not foreign policy commentary. Josef Joffe has been working this territory for forty years. As publisher-editor of Die Zeit from 2000 to 2023, and before that as editorial page editor of Suddeutsche Zeitung, he shaped how the German political class understood its place in the Atlantic alliance. His books, including The Myth of America’s Decline (Liveright, 2013) and Uberpower: The Imperial Temptation of America (W.W. Norton, 2007), argue against the prevailing declinist reading of US power, drawing on demographic, economic and military fundamentals that he was naming well before they became consensus. At Stanford he is a Distinguished Visiting Fellow at the Hoover Institution, courtesy professor of political science, and Senior Fellow of the Freeman Spogli Institute for International Studies. He took his PhD in Government from Harvard and has taught at Harvard, Johns Hopkins SAIS and Stanford. In 2005 he co-founded The American Interest with Zbigniew Brzezinski, Eliot Cohen and Francis Fukuyama; in 2020 the successor publication American Purpose. What Joffe offers leadership teams is rare. A working bilingual command of the German and American political minds, an analytical record that has been right on the durability of American power, and the willingness to make a contrarian argument in front of a room that expects the conventional one. Key speaking topics US foreign policy and the future of American power Transatlantic relations and the Atlantic alliance Germany and the European political order China, Russia and the great-power contest The Middle East and Israel The fracturing post-1945 international order Ideal for Boards and executive committees with material exposure to US-China decoupling, Russia sanctions or European political risk CEOs and strategy leaders of transatlantic firms briefing their leadership on geopolitical scenarios CFOs and treasurers making capital allocation decisions against macro-political volatility Investor and partner forums where senior audiences expect serious foreign-policy analysis rather than commentary Audience outcomes A clearer reading of where US power, the China contest and European politics are actually heading, against the prevailing headlines A frame for distinguishing structural shifts from cyclical noise in transatlantic politics Direct insight into how Berlin, Paris and Brussels are recalibrating after the war in Ukraine A contrarian’s stress test of the assumptions their organisation is currently working from on geopolitics

Why organisations work with Damon Dunn He has built and run the businesses he talks about. A 38-unit franchise system, a 31-property retail portfolio with tenants such as Walmart and CVS, and three CEO seats give him P&L credibility most leadership speakers do not have. His Hoover Institution work on welfare-to-work, K-14 education and workforce skilling connects boardroom growth questions to the labour and human-capital realities that actually determine whether a scale-up works. His path from severe poverty in Fort Worth to Stanford, the NFL and a multi-company operating career gives audiences a resilience story that is specific and verifiable, not generic. He is fluent in two registers buyers rarely get in one room: operator and policy fellow. That makes him useful for leadership offsites that need both growth substance and a wider economic frame. Biography highlights Hoover Institution Fellow, Stanford University, working on economic mobility, welfare reform and skills-based education. Author of Punting Poverty: Breaking the Chains of Welfare (Pacific Research Institute). Three-time CEO. Current CEO of Sagan Sign Talent. Founder of Lagunita Franchise Operations, scaled to 38 Dunkin locations across six states. Co-founder of Tricor SW Corporation, which developed 31 retail properties. BA, Public Policy, Stanford University. Harvard Business School Executive Education (2005). Former NFL wide receiver: Jacksonville Jaguars, Cleveland Browns, New York Jets, Dallas Cowboys. Republican nominee for California Secretary of State, 2010. Founder of Long Beach College Prep Academy, which has sent 158 students from low-income families to college. Biography Build a 38-unit franchise system from a single location and you learn quickly which growth ideas survive contact with payroll, leases and operators on a Tuesday morning. Damon Dunn has done the work three times as a CEO, in franchising at Lagunita, in retail development at Tricor, and most recently in industrial talent at Sagan Sign Talent. Tricor developed 31 retail properties across the United States, securing tenants including Walmart and CVS. Lagunita scaled to 38 Dunkin locations across six states, with around 500 employees and roughly thirty million dollars in revenue. The throughline is the same: capital deployed against real assets, real customers and real labour markets, with a P&L that has to clear at the end of every period. Alongside the operating work, Dunn is a Fellow at the Hoover Institution at Stanford, where he writes on welfare reform, K-14 education and the skills-based pathways that actually move people out of poverty. His book Punting Poverty: Breaking the Chains of Welfare, published with the Pacific Research Institute, sets out a workable agenda for that mobility question. He was the Republican nominee for California Secretary of State in 2010. His own route from severe poverty in Fort Worth to a Stanford scholarship, four NFL teams and a working operator’s career gives the policy argument something most policy arguments lack: an author who has been the subject. Boards and leadership teams get a speaker who can work the labour question from inside the labour market, not from a podium above it. Key speaking topics Entrepreneurship and scaling Growth strategy under capital and labour constraints Economic mobility and workforce skilling Leadership across business, sport and policy Resilience and high-performance under pressure Public policy on welfare-to-work and K-14 education Ideal for CEOs, founders and country managers running scale-up plays in capital-constrained conditions. Boards and executive teams looking for a credible operator’s view alongside macro and policy framing. Industry conferences in franchising, retail, real estate and consumer where unit economics drive growth. Leadership offsites that want substance on resilience without the standard sports-keynote arc. Audience outcomes A working operator’s view of how franchise and retail systems actually scale, with the trade-offs named. A clear link between workforce policy, skills and the practical labour economics inside a growing business. A resilience narrative grounded in named institutions and verifiable career stages, not motivational abstraction. Useable language for leaders trying to communicate ambition without overpromising on capital or timelines.

Why organisations work with Geoff Cutmore He has interviewed every president of the European Central Bank and the last three Bank of England governors, which means a central banker on his panel will recognise the questioning standard and answer accordingly. He moderated the Global Economic Outlook panel and other plenaries at the World Economic Forum in Davos for more than twenty years, including a 2022 session with Kristalina Georgieva, Jane Fraser, Francois Villeroy de Galhau, and David Rubenstein. His 2014 panel with Vladimir Putin at the St Petersburg International Economic Forum, which Putin closed by calling him a “scary person” who kept the conversation businesslike, is on the record as evidence of his composure with hostile principals. He authored New Market Mavericks (Wiley, 2004), a book of interviews with leading market traders, giving him a working vocabulary for the buy side as well as the policy desk. A decade based in Hong Kong with CNBC Asia before Europe gives him fluency on Boao, China Development Forum, and the Asia leg of any global economic story. Biography highlights Anchor of Squawk Box Europe on CNBC from 1999 to June 2023, after a thirty-year career across CNBC Asia and CNBC Europe. Author of New Market Mavericks, published by Wiley in 2004. Moderator of the Global Economic Outlook and other plenary sessions at the World Economic Forum in Davos for more than twenty years. Conducted on-stage interviews with Vladimir Putin at the St Petersburg International Economic Forum, Tony Blair, John Major, Gerhard Schroeder, and George Soros. Regular moderator at IMF and World Bank annual meetings, the Boao Forum, the China Development Forum, and United Nations Climate Change conferences. Contributor to the World Economic Forum Agenda. Biography Squawk Box Europe is where European institutional money starts its day, and from 1999 until June 2023 the person setting that agenda was Geoff Cutmore. Over three decades at CNBC, first in Hong Kong with CNBC Asia and then in Europe, he built the interviewing range that takes a guest from rate expectations to sanctions exposure to a board-level cash question without losing the room. The list of principals he has questioned on air or on stage is the working evidence. Every president of the European Central Bank. The last three governors of the Bank of England. US Treasury secretaries, IMF and World Bank heads, Tony Blair, John Major, Gerhard Schroeder, George Soros. In 2014 he chaired a ninety-minute panel with Vladimir Putin at the St Petersburg International Economic Forum, which closed with Putin calling him a “scary person” who had kept the exchange businesslike. That is the kind of credit only earned by holding a difficult line in front of a hostile principal. He has moderated the Global Economic Outlook panel and other plenaries at the World Economic Forum in Davos for more than twenty years, including the 2022 session with Kristalina Georgieva, Jane Fraser, Francois Villeroy de Galhau, and David Rubenstein. He also chairs sessions at the IMF and World Bank annual meetings, the Boao Forum, the China Development Forum, and United Nations climate conferences. His book New Market Mavericks, published by Wiley in 2004, collects interviews with leading traders and gives him a working second language for the buy side. What an organisation gets when it puts him on stage is a chair who has already had the conversation with the person sitting next to him, usually more than once, and who can move the panel through monetary policy, geopolitics, and corporate strategy without giving up the line of argument. Key speaking topics Global economic outlook and central bank policy Geopolitical risk and the world order Financial markets and investor strategy Energy transition and climate policy China and the Asia growth story Conference and panel moderation Senior executive interviews Ideal for Boards and investment committees commissioning a moderated session on the macro and geopolitical outlook CFO, treasury, and capital markets audiences requiring a chair who can question central bankers and policymakers on equal terms Global summits and annual conferences with multi-principal plenary panels on economy, energy, or geopolitics C-suite client events for asset managers, banks, and professional services firms Audience outcomes A clearer read on the current macro, monetary, and geopolitical picture from the principals shaping it, drawn out in real time rather than rehearsed. A session that holds shape across competing speakers, with the chair keeping the argument moving and the audience oriented. Specific named answers from policymakers and CEOs on the questions a senior audience actually has, not the questions a moderator has been briefed to ask. A conversation calibrated to the room, whether that is a Davos plenary, an investor day, or a board offsite.

Why organisations work with Guntram Wolff His book The Macroeconomics of Decarbonisation (Cambridge University Press) is one of the few analyses that maps how the green transition reshapes fiscal policy, labour markets, public finances, and central banking together – giving leaders a framework, not just commentary. He has briefed EU finance ministers at informal ECOFIN and testified to the European Parliament and the Bundestag since 2013 – his analysis informs European policy before it becomes the operating environment for business. His concurrent research on European defence economics and rearmament – generating coverage in the Financial Times, Bloomberg, and Le Monde – makes him one of the few economists who can connect climate, security, and fiscal risk in a single board conversation. As inaugural holder of the Euroclear Chair in Sustainable Finance at the Solvay Brussels School, he works at the direct intersection of academic research and European financial market infrastructure – relevant to any bank or asset manager assessing ESG transition risk. He has served on the IMF External Advisory Group on Surveillance, France’s Conseil d’Analyse Economique, and the G20 High Level Independent Panel on Pandemic Preparedness Financing – a verifiable international policy footprint that most European economic commentators cannot match. Biography highlights Professor of Economics and inaugural holder of the Euroclear Chair in Sustainable Finance, Solvay Brussels School of Economics and Management, Université libre de Bruxelles Former Director of Bruegel (2013-2022) and former Director and CEO of the German Council on Foreign Relations/DGAP (2022-2024); senior fellow at Bruegel and the Kiel Institute for the World Economy Co-author of The Macroeconomics of Decarbonisation (Cambridge University Press, 2024) Research published in Nature, Science, Nature Communications, Energy Policy, and Foreign Affairs; policy commentary in the Financial Times and the New York Times Advisory roles include the IMF External Advisory Group on Surveillance, the G20 High Level Independent Panel on Pandemic Preparedness Financing, and France’s Conseil d’Analyse Economique (2012-2016) Regular advisor to informal ECOFIN, the European Parliament, and the Bundestag since 2013; PhD in Economics, University of Bonn; fluent in German, English, and French Biography European finance ministers have been briefed by Guntram Wolff at informal ECOFIN since 2013 – a run of advisory engagement that tracks the continent’s most consequential economic crises, from euro area governance reform to energy security to the financing of rearmament. That record of access is not incidental. It reflects the specific value of economic analysis that connects academic rigour to the political and institutional constraints that policymakers actually face. During his nine years directing Bruegel, Wolff built the Brussels-based think tank into one of Europe’s most influential global research institutions. The body of work he developed there spans euro area governance, climate economics, economic statecraft, and European security – with research appearing in Nature, Science, and Foreign Affairs, an unusual range for a European economist. His 2024 book with Cambridge University Press, The Macroeconomics of Decarbonisation, makes the specific case that the green transition is above all a macroeconomic and fiscal policy challenge – a position that distinguishes it from most climate literature. Since taking the inaugural Euroclear Chair in Sustainable Finance at the Solvay Brussels School, Wolff has extended his research into European defence economics and rearmament, contributing analysis covered by the Financial Times, Bloomberg, and Le Monde. He now works across sustainable finance, security economics, and European governance – giving financial institutions and corporate boards access to analysis that treats these as connected, not parallel, problems. His advisory and institutional record includes the IMF External Advisory Group on Surveillance, appointed by then-Managing Director Christine Lagarde, and the G20 High Level Independent Panel on Pandemic Preparedness Financing. He is a council member of the European Council on Foreign Relations, has testified to the European Parliament and the Bundestag, and holds a PhD in Economics from the University of Bonn. Key speaking topics European macroeconomics and euro area governance Macroeconomics of decarbonisation and the green transition Sustainable finance and ESG transition risk Geoeconomics and European defence economics European energy security and geopolitical risk Fiscal policy and the financing of structural transitions Euro area reform and European strategic autonomy Ideal for Boards and executive leadership teams with significant European market exposure Financial institutions, asset managers, and investors navigating ESG and transition risk Government, central bank, and public policy audiences International organisations and multilateral forums focused on European or global economic governance Audience outcomes A clearer analytical framework for understanding how decarbonisation, European rearmament, and fiscal reform interact as strategic risks Informed perspective on the macroeconomic implications of the green transition – beyond policy advocacy to economic mechanics Greater ability to distinguish durable structural shifts in European policy from political noise Understanding of how European governance reform and the euro area’s fiscal architecture create risk and opportunity for financial institutions Context on geoeconomic dynamics – trade, sanctions, energy, defence spending – that directly affects European business strategy

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 Horst Köhler Direct experience at the top of the IMF during the Brazil and Turkey debt crises, with operational responsibility for the response and for expanding debt relief to the poorest countries. Negotiator of the Maastricht Treaty on Economic and Monetary Union, giving boards a primary-source perspective on how the architecture of the eurozone was built and where its stress points lie. Sustained authority on Africa-Europe relations through the AU-EU High-Level Panel and the Partnership with Africa initiative he convened as Federal President. Rare combination of central-bank-adjacent technical credibility (EBRD presidency, IMF) with elected political legitimacy at head-of-state level. Biography highlights President of Germany, 2004 to 2010. Managing Director and Chairman of the Executive Board, International Monetary Fund, 2000 to 2004. President, European Bank for Reconstruction and Development, 1998 to 2000. State Secretary, German Federal Ministry of Finance, and Germany’s chief negotiator of the Maastricht Treaty on Economic and Monetary Union. UN Secretary-General’s Personal Envoy for Western Sahara, 2017 to 2019. Co-founder, Eva Luise and Horst Köhler Foundation for rare disease research, established 2006. Recipient of the Global Economy Prize, Kiel Institute, 2017. Biography The institutions that defined the post-1990 economic order were built in a specific moment. The Maastricht Treaty, the IMF’s debt-relief frameworks, the G7’s coordination architecture were all designed for a world that assumed open trade, declining inflation, and the gradual integration of emerging economies. Köhler spent his career inside those institutions at the moments they were being built and stress-tested. As State Secretary in the German Federal Ministry of Finance he was Germany’s chief negotiator on the Maastricht Treaty and on the German-German monetary union, before moving to the presidency of the European Bank for Reconstruction and Development in 1998. From 2000 to 2004 he led the IMF through the Brazilian and Turkish debt crises and expanded debt relief for the world’s poorest economies. The technical brief and the political brief were the same brief. His presidency of Germany, 2004 to 2010, made the Africa-Europe relationship the centre of his public agenda. He convened the Partnership with Africa initiative as a sustained dialogue between heads of state, entrepreneurs, and intellectuals from both continents, and after leaving office co-chaired the African Union High-Level Panel on Africa-Europe relations and served as UN Personal Envoy for Western Sahara. The intellectual position underneath the work is that Europe still does not treat Africa as an independent political subject with its own agency and options. That argument, developed across two decades of speeches, is what made him a distinctive voice rather than a former office-holder on a circuit. Key speaking topics International monetary system and sovereign debt The Africa-Europe partnership The eurozone, Maastricht, and the architecture of EMU Global poverty reduction and development finance Multilateralism and the reform of international institutions Sustainability and climate finance Ideal for Boards and executive committees in financial services, multinational industrials, and infrastructure with material exposure to emerging markets, especially African economies. Government, multilateral, and development-finance audiences working on debt, climate finance, or institutional reform. Foundations, family offices, and impact-investment platforms with an Africa or Global South thesis. Audience outcomes A primary-source account of how the IMF actually handles a sovereign debt crisis at executive-board level. An informed view on what the AU-EU relationship looks like from inside the panels that have shaped it. A grounded reading of where the post-1990 multilateral order is brittle and where it still functions. Direct exposure to the strategic case for treating Africa as a peer political and economic counterpart, not an aid recipient.

Why organisations work with Shameen Prashantham Owns a defined intellectual territory, corporate-and-startup partnering, that almost no other senior strategy academic has built a 15-year body of fieldwork around. Wrote the practitioner book on the subject. Gorillas Can Dance (Wiley, 2021) sets out a tested framework of synergy, interface and exemplar drawn from work with Microsoft, SAP, Bayer, Bosch, BMW, Cisco, Ford, IBM, Intel, Unilever, Walmart and others. Brings genuinely first-hand China and emerging-market perspective to Western boards. Based at CEIBS in Shanghai, with active fieldwork across Bangalore, Lagos, Nairobi, Accra, Tel Aviv and Silicon Valley, he can discuss what Chinese firms actually do, not what Western analysts assume. Writes for the audience he speaks to. Recent contributions to Harvard Business Review, including a June 2024 piece on safe engagement with China, give a buyer confidence the keynote will land at board level rather than in academic register. As CEIBS Associate Dean (Africa) and former MBA Director, he is one of a small group of strategy academics with substantive operating insight into both China and Africa, the two markets large corporations most often handle badly. Biography highlights Professor of International Business and Strategy, China Europe International Business School (CEIBS), Shanghai. Associate Dean (Africa), CEIBS. Previously Associate Dean and MBA Director, 2020 to 2024. Author of Gorillas Can Dance: Lessons from Microsoft and Other Corporations on Partnering with Startups (Wiley, 2021). Author of Born Globals, Networks, and the Large Multinational Enterprise (Routledge). Research published in Journal of International Business Studies, Journal of Business Venturing, Journal of Management Studies, Entrepreneurship Theory and Practice, and Organization Studies. Contributor to Harvard Business Review, Financial Times and the Brightline-Thinkers50 volume Strategy@Work. Biography Microsoft, SAP, Bayer, BMW, Walmart and Unilever have all built programmes to partner with startups. Few of those programmes work as designed. The reason is rarely strategy. It is the operating asymmetry between a $200 billion balance sheet and a 30-person company, and almost no one has studied that asymmetry as carefully or for as long as the author of Gorillas Can Dance. Based at CEIBS in Shanghai, Shameen Prashantham has spent more than fifteen years inside this question. His fieldwork runs across Silicon Valley, Bangalore, Tel Aviv, Beijing, Berlin, Lagos, Nairobi and Accra. The book sets out three pillars, synergy, interface and exemplar, that distinguish corporate partnership programmes that produce real innovation from those that produce press releases. His academic credibility is straightforward. PhD from the University of Strathclyde. Research in the Journal of International Business Studies, the Journal of Business Venturing, the Journal of Management Studies, Entrepreneurship Theory and Practice, and Organization Studies. The work translates into Harvard Business Review, where his June 2024 piece on safe engagement with China ran in the print edition. What buyers tend to value most is the geography. He sits in Shanghai, runs CEIBS engagement in Africa, and has serious working knowledge of Indian and Israeli innovation ecosystems. For a Western board trying to decide whether and how to partner in or from emerging markets, that combination is rare and expensive to replicate. Key speaking topics Corporate-startup partnerships Innovation strategy in large corporations Doing business in and with China Emerging-market growth strategy Africa as a strategic market Corporate entrepreneurship Sustainable Development Goals partnerships Ideal for CEOs, chief strategy officers and chief innovation officers running corporate venturing or startup-engagement programmes. Boards reassessing China exposure or considering operating commitments in Africa or India. Heads of M&A, partnerships and corporate development designing the next phase of inorganic growth. Executive audiences inside multinationals where emerging-market strategy is on the agenda. Audience outcomes A clear test for whether an existing corporate-startup partnership programme is structurally set up to produce results. Three operating levers, synergy, interface and exemplar, to apply to live partnership decisions. A grounded read on what is actually happening inside Chinese firms and Chinese innovation, beyond Western commentary. A working frame for sequencing entry, partnership and growth decisions in emerging markets. Concrete examples drawn from named programmes at Microsoft, SAP, Bayer, Unilever, Walmart and others.

Why organisations work with Tim Hames He has run the trade body for British private equity and venture capital, so he speaks to investors, allocators and operators in their own language, not as an outside commentator. His China analysis is built on close study of the Chinese Communist Party’s internal operations, which is the level boards need when sanctions, supply chain and market access decisions are on the table. He spent a decade as chief leader writer and assistant editor at The Times, which means he can frame a complex political argument tightly enough for a board paper or an investor letter. He served as the first Special Adviser to the Speaker of the House of Commons, giving him direct experience of how Westminster machinery actually moves. He co-wrote The Long Shot with Dame Kate Bingham, the definitive insider account of the UK Vaccine Taskforce, and a Financial Times science book of the year. Biography highlights Director General of the British Private Equity and Venture Capital Association (BVCA), 2013 to 2019. Co-founder of Acuti Associates, a UK, US and China political and geopolitical risk advisory. Co-author with Dame Kate Bingham of The Long Shot: The Inside Story of the Race to Vaccinate Britain (Oneworld, 2022); Sunday Times business bestseller, FT science book of the year, Money Week politics book of the year. Former Assistant Editor, chief leader writer and weekly political columnist at The Times. First Special Adviser to the Speaker of the House of Commons, with a brief on parliamentary reform. Former Lecturer in Politics at Oxford University, 1989 to 1996, specialising in American and British government. Biography Most political risk advice on offer to boards is written by people who have only ever observed politics from outside. Hames has worked inside three of the systems that matter, Westminster, the British press, and the City, and the value comes from how he connects them. His BVCA years gave him an investor’s reflex for capital flows; his Times years taught him to write a sharp, defensible argument; his Speaker’s Office year showed him how Parliament actually decides. That combination shapes the way he reads the UK, US and China triangle through Acuti Associates, the advisory firm he co-founded. The focus is practical: what does a Trump second term mean for trans-Atlantic deal flow, how should a board think about China exposure when the signals from Beijing are deliberately opaque, what does the UK regulatory direction look like after a change of government. The answers are not generic. His co-authored book with Dame Kate Bingham, The Long Shot, is the inside record of the UK Vaccine Taskforce, the rare British state-led project of the last decade that actually worked. It was a Financial Times science book of the year and a Sunday Times business bestseller, and it doubles as a study in how political and commercial decision-making interact under pressure. He continues to advise financial institutions, professional services firms and technology companies, and serves as a Senior Adviser to FTI Consulting’s strategic communications practice. The work he is asked to do is consistent: translate political signal into commercial decision, before the headlines force the issue. Key speaking topics UK, US and China political risk Geopolitical risk for boards and investors US politics and the Trump factor Chinese Communist Party decision-making UK government, regulation and the post-election landscape Private equity and venture capital policy environment Lessons from the UK Vaccine Taskforce Ideal for Boards and investment committees with material China, US or UK regulatory exposure Private equity and venture capital firms briefing LPs on political risk Financial services and professional services leadership teams CEO and CFO offsites where geopolitics is a standing agenda item Audience outcomes A clearer read on what to take seriously and what to discount in current US, UK and China political coverage. Sharper questions to put to in-house government affairs, public policy and risk teams. A practical sense of how Westminster, Washington and Beijing actually decide, not how they are reported. A more disciplined frame for board discussions on China exposure, sanctions risk and regulatory direction.

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

Why organisations work with Alok Sharma He chaired the negotiation that produced the Glasgow Climate Pact, working with nearly 200 governments. Few advisors can read multilateral climate dynamics from inside the chair. As Chair of the UK Transition Finance Council, he is actively shaping how private capital is mobilised for transition, not commenting on it from a distance. His vantage spans Cabinet, COP, the Rockefeller Foundation Climate Advisory Council, Conservation International and Oxford Martin School, giving boards a single voice across policy, philanthropy, science and finance. TIME named him in the 2025 TIME 100 Climate list for his work mobilising transition finance, a credible external benchmark of current relevance. A 16-year investment banking career in London, Stockholm and Frankfurt gives him the financial fluency to discuss transition with CFOs and treasurers in their own language. Biography highlights President of COP26, Glasgow 2021, the conference that produced the Glasgow Climate Pact Former UK Secretary of State for Business, Energy and Industrial Strategy, and previously Secretary of State for International Development Chair of the UK Transition Finance Council, appointed by HM Treasury and the City of London Corporation in 2025 Visiting Fellow, Oxford Martin School, University of Oxford Co-Chair, Rockefeller Foundation Climate Advisory Council; Distinguished Fellow, Conservation International KCMG, 2023 New Year Honours, for services to tackling climate change; created Baron Sharma of Reading, 2024; named to TIME 100 Climate, 2025 Biography The Glasgow Climate Pact was negotiated in a room with delegations from nearly 200 countries. Alok Sharma chaired that room as President of COP26. The pact, agreed in November 2021, kept the 1.5 degree goal in formal reach and pulled coal and fossil fuel subsidies into a UN climate text for the first time. Before COP, he was Secretary of State for Business, Energy and Industrial Strategy, and earlier Secretary of State for International Development. The route there was unusual for a climate principal: chartered accountant at Coopers and Lybrand Deloitte, then sixteen years in investment banking with Nikko Securities and Enskilda Securities across London, Stockholm and Frankfurt. That financial background sits behind his current work on capital flows. He now chairs the UK Transition Finance Council, set up by HM Treasury and the City of London Corporation to make the UK a leading market for high integrity transition finance. He is also a Visiting Fellow at the Oxford Martin School, Co-Chair of the Rockefeller Foundation Climate Advisory Council, and a Distinguished Fellow at Conservation International. TIME named him to its 2025 TIME 100 Climate list for that body of work. For boards, the value is the through-line. He has held the pen on a multilateral climate text, sat in a UK Cabinet making industrial policy, and now sits in the room where transition finance rules are being written. He was made KCMG in the 2023 New Year Honours and elevated to the House of Lords as Baron Sharma of Reading in 2024. Key speaking topics Transition finance and capital allocation under net zero Climate diplomacy and the post-Paris multilateral system Energy transition and industrial strategy COP outcomes and what they mean for corporate strategy Geopolitics of climate, including US, EU and emerging market dynamics ESG under regulatory and political pressure Ideal for Boards, CEOs and CFOs reconciling net zero commitments with capital plans Chief Sustainability Officers, Heads of ESG and transition leads inside financial institutions Investor and asset owner audiences working on transition portfolios Government, multilateral and policy audiences working on climate and industrial strategy Audience outcomes A clear read of where multilateral climate policy stands after COP26 to today, from someone who chaired the room A grounded view of how transition finance is actually being structured in the UK and globally A senior-level perspective on how climate intersects with geopolitics, industrial policy and capital markets Specific signals to track for boards making transition-linked decisions over the next planning cycle

Why organisations work with Kwasi Kwarteng A first-person account of running HM Treasury during the September 2022 sterling and gilts crisis, with the candour of someone who has since written and spoken openly about what the markets did and why. Three years inside UK energy policy as Secretary of State at BEIS, including offshore wind auction reform and the Sizewell C nuclear decision, useful for any board pricing the gap between net zero ambition and capital reality. A Cambridge PhD in economic history with four published books on empire, debt and Thatcherism, giving long-cycle context to the inflation, sovereign debt and currency questions now back on board agendas. A vantage point shared by very few speakers in the market: cabinet-level decision making and post-government reflection on what political and market forces actually constrain a Chancellor. Biography highlights Chancellor of the Exchequer, September to October 2022. Secretary of State for Business, Energy and Industrial Strategy, 2021 to 2022. Member of Parliament for Spelthorne, 2010 to 2024; first Black Conservative MP and first Black Conservative to attend Cabinet. PhD in economic history, Trinity College, Cambridge; Kennedy Scholar at Harvard; Newcastle Scholar at Eton. Author of Ghosts of Empire (Bloomsbury, 2011), War and Gold (2014), Thatcher’s Trial (2015); co-author of Britannia Unchained (2012). Biography The September 2022 mini-budget is one of the cleanest case studies of political risk hitting a balance sheet that any boardroom will see this decade. Sterling fell to a record low against the dollar within days. Gilt yields spiked, the Bank of England intervened in the long-dated market, and a sitting government reversed almost every line of its own fiscal statement inside a month. Kwasi Kwarteng was the Chancellor who delivered it. He has since written and spoken openly about the episode, the orthodoxy he was challenging, and the market mechanics that overran the politics. That post-government candour, paired with the seat he occupied, is rare. Most former finance ministers either defend the record or disappear. He does neither. The credentials behind the role matter for serious audiences. Trinity College, Cambridge, a PhD in economic history on the 1690s recoinage crisis, a Kennedy Scholarship at Harvard, and four published books on empire, debt and Thatcher’s economic statecraft. Ghosts of Empire (Bloomsbury, 2011) reads imperial collapse as a story of individual improvisation rather than coherent design. War and Gold traces five hundred years of money, debt and speculation. The historian’s frame is what gives his account of 2022 weight beyond political memoir. His earlier ministerial brief at BEIS sits directly inside the energy transition conversation that now dominates capital allocation discussions. Annual offshore wind auction rounds, the UK’s first Innovation Strategy, and the Sizewell C nuclear funding decision were taken on his watch. For a board working through the gap between stated net zero policy and the cost of capital required to deliver it, that operational experience is unusually concrete. Key speaking topics UK and global macroeconomic policy Sovereign debt, currency and central bank credibility Energy transition and net zero policy UK politics and Whitehall decision-making Geopolitics, trade and post-Brexit positioning Empire, money and the long history of capital Ideal for Board and CFO audiences pricing political and fiscal risk into capital decisions. Energy, utilities and infrastructure leaders working through the policy-to-capital gap on net zero. Asset managers, banks and corporate treasury functions reading sovereign and currency risk. Senior public affairs and government relations teams operating across UK and EU policy. Audience outcomes A first-person read of how the September 2022 fiscal statement moved through markets and what it says about sovereign credibility today. A historian’s longer view of debt, currency and empire applied to current macro questions. Specific UK policy detail on offshore wind, nuclear and industrial strategy from inside the relevant department. A clearer mental model of how political decisions translate into balance sheet outcomes, and how quickly.