Economic Trends & Global Markets

Why organisations work with Angelica Cheung She built Vogue China from zero to the definitive voice in Chinese luxury over 16 years as founding editor-in-chief, which gives her a deeper read on how Chinese taste actually moves than almost any operating executive a board could hire. She now sits on both sides of the table, as Venture Partner at HongShan (formerly Sequoia Capital China) and as strategic adviser to Gildo Zegna for Asia, so her view is priced against real capital and real operating decisions. She holds board seats at Zegna Group, AMI Paris, We11Done and Four Seasons Hotels and Resorts, a rare spread across European luxury, emerging Asian design and global hospitality that lets her compare what is working across categories. She is Asia Ambassador for the British Fashion Council and a recurring judge on the LVMH Prize, ANDAM, Woolmark and British Fashion Awards, which means she is reading the next generation of brands before they land. She was inducted into the BoF 500 Hall of Fame in 2019, an editorial recognition by Business of Fashion of long-run influence on the global industry, not a one-year listing. Biography highlights Founding editor-in-chief of Vogue China, 2005 to 2020, launching the title and leading it for 16 years. Venture Partner at HongShan (formerly Sequoia Capital China), covering consumer and lifestyle investments. Strategic Adviser to the CEO of the Ermenegildo Zegna Group for Asia. Board Director at Four Seasons Hotels and Resorts, appointed January 2026, representing Cascade Investment. Board positions at Zegna Group (NYSE), AMI Paris and We11Done. Asia Ambassador of the British Fashion Council; BoF 500 Hall of Fame inductee, 2019. International Advisory Board, Durham University Business School. Biography China’s luxury market is one of the most studied and least understood commercial environments in the world. Angelica Cheung has spent more than two decades inside it, first as the editor who defined how Chinese readers saw global fashion, then as an investor and board director shaping how global brands enter the market. She launched Vogue China in September 2005 for Conde Nast and ran the title for 16 years until stepping down in December 2020. The first issue sold out its 300,000 print run and was reprinted twice, and she went on to become the editorial interlocutor most global houses relied on when they had to read Chinese taste, generational shifts and cultural nuance. In 2021 she joined HongShan, formerly Sequoia Capital China, as Venture Partner covering consumer and lifestyle, and was appointed Strategic Adviser for Asia to Gildo Zegna, CEO of the Ermenegildo Zegna Group. She now holds board seats at Zegna Group, AMI Paris, We11Done and Four Seasons Hotels and Resorts, the Four Seasons appointment announced in January 2026. Her credentials in the wider industry match the operating work. She is Asia Ambassador of the British Fashion Council, a judge on the LVMH Prize, ANDAM, International Woolmark and British Fashion Awards panels, a member of Durham University Business School’s International Advisory Board, and a BoF 500 Hall of Fame inductee since 2019. Key speaking topics China’s luxury and premium consumer Brand building in the Chinese market Generational shifts among Chinese consumers Culture-led strategy for global consumer brands Consumer and lifestyle investment in Asia Global luxury growth strategy Fashion industry leadership Ideal for CEOs and CMOs of global luxury, premium fashion and beauty groups Consumer brand boards considering entry, expansion or repositioning in China Hospitality and lifestyle leadership teams managing Chinese outbound and domestic demand Investors and corporate development teams allocating to Asian consumer Audience outcomes A clearer read on where Chinese luxury and premium demand is actually moving, from the people and platforms driving it A working view of how global brands are winning or losing with Chinese consumers right now, grounded in named brands and specific moves A sharper question set for their own China strategy, from positioning through to channel and talent A sense of what investors and boards are pricing into Asian consumer bets, told from someone doing both

Why organisations work with Carlo Cottarelli Led the IMF’s Fiscal Affairs Department for five years, the team that provides roughly half of the Fund’s technical assistance to governments worldwide on public finance. Created and developed the IMF’s Fiscal Monitor, one of three flagship IMF publications that now shape global conversation on sovereign debt and fiscal sustainability. Represented Italy, Albania, Greece, Malta, Portugal and San Marino on the IMF Executive Board, so he has sat in the room when major sovereign decisions were debated and signed off. Served as Italy’s Commissioner for Public Spending Reform under Prime Ministers Letta and Renzi, with operational experience of what government actually has to do to cut public expenditure. Received a presidential mandate to form an Italian government during the 2018 political crisis, giving his analysis of fiscal populism a standpoint few economists share. Biography highlights Director of the Fiscal Affairs Department at the International Monetary Fund, 2008 to 2013. Commissioner for Public Spending Reform in Italy under the Letta and Renzi governments. Executive Director on the IMF Executive Board for Italy, Albania, Greece, Malta, Portugal and San Marino. Prime Minister-designate of Italy in May 2018, appointed by President Sergio Mattarella. Director of the Observatory on Italian Public Accounts at Università Cattolica del Sacro Cuore, Milan. Senator of the Italian Republic for the Democratic Party (Lombardy), elected 2022. Author of What We Owe: Truths, Myths, and Lies about Public Debt (Brookings Institution Press) and of six Feltrinelli titles in Italian on debt and economic policy. Biography On 28 May 2018, President Sergio Mattarella asked Carlo Cottarelli to form a caretaker government in Italy. The attempt did not hold. But the moment mattered, because it placed a career economist at the centre of a political crisis driven by fiscal credibility. That kind of placement is not accidental. For almost thirty years Cottarelli worked at the International Monetary Fund, and from 2008 to 2013 he directed its Fiscal Affairs Department. Under his leadership the team created the Fiscal Monitor, one of the IMF’s three flagship publications, which now shapes global thinking on sovereign debt and budget discipline. He later returned to the Fund as Executive Director for Italy, Albania, Greece, Malta, Portugal and San Marino. Between those two IMF chapters, Italy made him Commissioner for Public Spending Reform under the Letta and Renzi governments. The Italian press called him Mr Scissors. He spent a year inside government trying to turn fiscal analysis into actual cuts, and came away with direct experience of where reform stalls and why. He directs the Observatory on Italian Public Accounts at Università Cattolica del Sacro Cuore in Milan, where he also leads the Programme for Education in Economic and Social Sciences. He was elected Senator for the Democratic Party in 2022 and has taught Fiscal Macroeconomics at Bocconi. With Brookings Institution Press he has published What We Owe: Truths, Myths, and Lies about Public Debt. With Feltrinelli he has written six widely read Italian volumes on debt and public spending. Key speaking topics Sovereign debt and fiscal sustainability Public spending reform European economic governance International monetary institutions Macroeconomic policy Italian public finance Fiscal credibility and political risk Ideal for Boards and senior leadership of financial institutions with exposure to European sovereign debt CFOs and treasury teams of multinationals making capital allocation decisions across eurozone markets Government and central bank audiences working on fiscal policy and public financial management Audience outcomes A sharper picture of which European economies face real fiscal pressure and which are politically overstating it A read on how the IMF, ECB and major finance ministries actually think about debt sustainability, beyond the headlines An honest account of what public spending reform looks like from inside government, including what stops it A working knowledge of the fiscal variables that matter most for corporate and financial decisions in Europe

Why organisations work with Alec Ross He has advised both a US Secretary of State and a global venture capital firm on the same question: where power is moving as technology, capital and national interest collide. Boards get a single read across all three. The Industries of the Future sold into 24 languages and remains a reference text for executive teams framing long-range technology strategy. That gives him a shared vocabulary with global leadership audiences before he opens his mouth. The Raging 2020s offers a specific thesis, not a survey: the social contract between government, business and citizens is broken, and companies that misread the rebalancing will lose licence to operate. Leaders leave with a framework for where regulatory and political risk is actually heading. He built and sat inside the first serious technology policy function at the State Department, then moved to the investor side at Amplo. He speaks to both the regulator’s logic and the cap table’s logic, which most commentators cannot. Named to Foreign Policy’s Top 100 Global Thinkers and awarded the State Department’s Distinguished Honor Award. Credentials buyers can cite when justifying the booking internally. Biography highlights Senior Advisor for Innovation to US Secretary of State Hillary Clinton, 2009 to 2013, in a role created specifically to modernise the practice of diplomacy. Author of two New York Times bestsellers: The Industries of the Future (Simon and Schuster, 2016) and The Raging 2020s (Henry Holt, 2021). Distinguished Professor at the Business School of the University of Bologna; previously Distinguished Senior Fellow at Johns Hopkins University and Senior Fellow at Columbia SIPA. Board Partner at Amplo, a global venture capital firm, with director roles across technology, finance, manufacturing, human capital and cybersecurity companies. Co-founder of One Economy, a nonprofit that expanded broadband access for low-income households before broadband policy was a political issue. Named to Foreign Policy magazine’s Top 100 Global Thinkers and holder of the US Department of State Distinguished Honor Award. Biography The Senior Advisor for Innovation job at the State Department did not exist before 2009. It was built for Alec Ross, who spent four years travelling to forty-one countries turning emerging technology into an instrument of US foreign policy under Secretary of State Hillary Clinton. That mandate, sitting at the join between diplomacy, national security and the technology industry, is the lens he has brought to every role since. The Industries of the Future, published in 2016, mapped the sectors he believed would reorganise the global economy over the following decade: robotics, genomics, the commercialisation of data, the weaponisation of code. It sold into 24 languages and became a fixture on executive reading lists. The Raging 2020s, published in 2021, moved the argument on. The question is no longer which technologies win. The question is whether the contract between governments, companies and citizens holds, and what companies do when it does not. Ross now teaches at the University of Bologna Business School and sits as a Board Partner at the venture capital firm Amplo, with director seats across technology, finance, manufacturing and cybersecurity. He reads a regulatory brief the way a former diplomat does and a growth plan the way an investor does, and has held both jobs in earnest. What that produces for a leadership audience is judgement on questions that sit above the CTO and below the board: where the geopolitical weather is turning, which regulatory frames are about to land, which technology bets will still make sense when the politics catches up. Foreign Policy named him to its Top 100 Global Thinkers for a reason specific to this moment. Very few commentators have worked the diplomatic side, the commercial side and the academic side of the same argument. Key speaking topics Geopolitics of technology and the US to China contest The social contract between governments, companies and citizens Artificial intelligence, data and national competitiveness Cybersecurity as a board-level risk Regulation, antitrust and the future licence to operate Long-range industry disruption and capital allocation Innovation policy and the future of work Ideal for Boards and executive committees setting multi-year technology and geopolitical strategy CEOs, CSOs and heads of government affairs briefing for regulatory inflection points Financial services, technology and industrial leadership teams exposed to US, EU and China policy divergence Conferences convening CEOs, policymakers and investors on the intersection of technology and state power Audience outcomes A sharper read on where regulation, capital and public sentiment are pushing the next decade of technology strategy. A working framework for pricing political and geopolitical risk inside commercial decisions. Named examples of how governments, companies and citizens are renegotiating the social contract, and the implications for licence to operate. A clearer view of which technology sectors are concentrating power, and where corporate strategy has to adjust. An investor and policymaker’s dual perspective on the same question, translated for operators.

Why organisations work with Carrie Gracie Two decades reporting from inside China, including the role of BBC News’ first China Editor based in Beijing, give her a read on Party politics and economic policy that few Western commentators can match. She translates Chinese political signals into the questions a board actually needs to answer: market access, supply chain exposure, regulatory direction, and the real shape of the US-China contest. Her Peabody-winning “White Horse Village” reporting, a decade-long series tracking one community through China’s modernisation, is evidence of the long-horizon judgement she brings to shorter-cycle corporate questions. On a separate brief, her public resignation from the BBC over unequal pay, and the £361,000 settlement she donated to the Fawcett Society and Equal Pay Advice Service, make her one of the few speakers who has forced structural change at a named employer and can talk about it first-hand. She is a working broadcaster, not an academic: she handles live Q&A with senior audiences, difficult journalists, and hostile questions with the composure of someone who has presented BBC News on air for over a decade. Biography highlights Former BBC News China Editor (2013 to 2018), based in Beijing, and the first person to hold that role 33-year career at the BBC as correspondent, presenter, and editor, including Beijing bureau chief and presenter of BBC News Channel and the BBC World Service programme “The Interview” Peabody Award for the “White Horse Village” documentary series following a Chinese village through a decade of modernisation Author of “Equal: A Story of Women, Men and Money” (Virago, Little Brown) Resigned as BBC China Editor in January 2018 over unequal pay; the BBC issued a public apology and back pay settlement, which she donated in full (£361,000) to the Fawcett Society and the Equal Pay Advice Service Educated at Hertford College, Oxford (PPE) and the University of Westminster (BA Chinese); honorary graduate of the University of Exeter (2022) Biography The BBC’s first China Editor was appointed in 2013 and based in Beijing. The job was created because Western news organisations had concluded that China could no longer be covered as a regional story. Carrie Gracie held that role until January 2018, and she had already been reporting from China, on and off, for more than twenty years before it was given to her. Her reporting record in the country is unusually long for a Western journalist. She taught English and economics in Yantai and Chongqing in the mid-1980s, before joining the BBC. She covered the death of Deng Xiaoping, the 1997 Hong Kong handover, and the 2008 Beijing Olympics. Her “White Horse Village” series, which tracked a single village in Chongqing through a decade of displacement and rebuilding, won a Peabody Award for the way it read national policy through one community. That long-horizon approach is what senior audiences draw on now. She reads Chinese political and economic signals with the eye of a reporter who has watched Party congresses, five-year plans, and leadership transitions over multiple cycles. For boards exposed to Chinese markets or supply chains, this is closer to intelligence than commentary. She has a second, distinct body of work. In January 2018 she resigned as China Editor after learning that male international editors were paid substantially more for equivalent jobs. The BBC apologised publicly, backdated her pay, and Gracie donated the full £361,000 to the Fawcett Society and the Equal Pay Advice Service. Her book “Equal: A Story of Women, Men and Money” (Virago) is the account of that case and what it took to force an institution to move. Key speaking topics China’s political direction under Xi Jinping US-China strategic competition Geopolitical risk for boards and supply chains Chinese economy and market access Media, free speech, and authoritarian states Gender pay equality and institutional accountability Equal pay as a governance issue Ideal for Boards and executive committees with significant exposure to China or Asia-Pacific markets CROs, general counsel, and strategy leads pressure-testing geopolitical scenarios CHROs and reward committees reviewing pay equity, transparency, and disclosure practice Leadership audiences at financial services, industrial, technology, and consumer firms navigating the US-China contest Audience outcomes A clearer read on how Beijing makes decisions and what that means for the next three to five years of market access and regulatory risk A sharper set of questions to take into the next board or strategy review on China exposure An unvarnished account of how pay inequality survives inside a high-profile, regulated employer, and what actually shifted the institution A working journalist’s framework for distinguishing signal from noise in Chinese state communications Confidence to brief non-specialist colleagues on the commercial stakes of the US-China relationship

Why organisations work with Linda Yueh A published framework for spotting and mitigating financial crashes, drawn from her book The Great Crashes and applied directly to board-level risk and capital allocation conversations. Sitting non-executive director on three FTSE 100 boards (Rentokil Initial, SEGRO, Standard Chartered), which means she reads the macro picture the way a director has to read it, not the way a commentator does. Direct working experience with the World Bank, European Commission, Asian Development Bank and the UK Treasury review panel, which lets her translate policy direction into commercial implication. A China specialism with academic depth: D.Phil. economics at Oxford, former Visiting Professor of Economics at Peking University, and author of China’s Growth: The Making of an Economic Superpower (Oxford University Press). Broadcaster’s instinct for clarity, sharpened by years as Chief Business Correspondent for BBC News and Economics Editor at Bloomberg Television, so the analysis lands with a non-specialist audience. Biography highlights Fellow in Economics, St Edmund Hall, University of Oxford, and Adjunct Professor of Economics, London Business School. CBE for Services to Economics, King’s New Year’s Honours List 2023. Author/editor of 11 books, including The Great Crashes (Penguin Business), selected by the Financial Times as one of the Best New Books in Economics. Non-Executive Director of Rentokil Initial, SEGRO, and Standard Chartered; Chair of Baillie Gifford’s Schiehallion Fund. Former Chief Business Correspondent, BBC News, presenting Talking Business with Linda Yueh; former Economics Editor, Bloomberg Television. Associate Fellow, Chatham House; columnist for The Times, the Financial Times and The New York Times; advisor to the World Economic Forum, World Bank, European Commission and Asian Development Bank. Biography The financial crashes of the past forty years all rhyme. Currency crises in the 1980s, Japan’s housing bust, the dot-com unwind, 2008 and the pandemic each followed a recognisable arc, and in The Great Crashes: Lessons from Global Meltdowns and How to Prevent Them, Linda Yueh sets out a three-step framework that boards and policymakers can use to read the early signals. Penguin Business published it in 2023 and the Financial Times selected it as one of its Best New Books in Economics. The analysis is grounded in serious academic work. Yueh holds a D.Phil. in economics from the University of Oxford, where she is Fellow in Economics at St Edmund Hall, and she is Adjunct Professor of Economics at London Business School. Her earlier book The Great Economists: How Their Ideas Can Help Us Today was named one of The Times’s Business Books of the Year, and the US edition was a Newsweek Best Book of the Year. China’s Growth: The Making of an Economic Superpower was published by Oxford University Press. What separates her from most academic economists is the directness of her commercial vantage point. She sits as a non-executive director on the boards of Rentokil Initial, SEGRO and Standard Chartered, and chairs Baillie Gifford’s Schiehallion Fund Ltd. She has advised the World Bank, the European Commission, the Asian Development Bank, the World Economic Forum and the UK Treasury review panel, and she is an Associate Fellow of Chatham House. She communicates for a living. As Chief Business Correspondent for BBC News she hosted Talking Business with Linda Yueh, and before that she was Economics Editor at Bloomberg Television. She writes regularly for The Times, the Financial Times and The New York Times. In 2023 she was appointed CBE for Services to Economics. Key speaking topics Global economic outlook and macroeconomic risk Financial crashes and crisis prevention China’s economic rise and US-China-Europe relations Geopolitics, trade and the global rules-based order Currency markets and financial stability Economic ideas and policy innovation Ideal for Board and audit committee sessions on macro risk, capital allocation and crisis preparedness Executive offsites for FTSE 100, FTSE 250 and large privately held firms with material China or emerging-market exposure Investor conferences and asset management forums needing a credible economist on global outlook CFO, treasury and risk leadership audiences working through currency, rate cycle and political risk decisions Audience outcomes A working read on where the global economy is in the cycle and which signals matter for the next twelve to thirty-six months A structured way to think about the early indicators of financial crises, drawn from a published historical framework A clearer view of China’s growth trajectory and the commercial consequences of US, EU and UK policy responses Confidence to take that view back into a board or investment committee and defend it

Why organisations work with Katie Pilbeam She has anchored live financial television, including a weekly business programme she produced herself, which means she can carry a market-facing conversation without an earpiece feeding her the next question. She has interviewed Christine Lagarde, Steve Wozniak, Boris Johnson and Sadiq Khan on camera. The standard for senior-stage moderation is set by that calibre of guest. Twelve editions of the Geneva Forex Events and recurring London Stock Exchange conferences mean buyers are hiring a known quantity in the trading and capital-markets circuit, not a generalist host. NCTJ-trained, with rolling news experience on the Israel-Hamas conflict, the Ukraine-Russia war and the 2023 NATO summit, so a geopolitical brief does not need to be simplified to fit her. Biography highlights Main news anchor for RT in Moscow for four years, including her own weekly business programme Venture Capital. News and business presenter credits at Reuters TV, TRT World, TalkTV, IG Markets, London Live News and Proactive Investors. Earlier business-presenting roles at Dukascopy TV in Geneva and IG Trading Group in London. Feature reporting from the World Economic Forum in Davos, the St Petersburg Economic Forum, the Shanghai Financial Forum and the Sochi Winter Olympics. Anchored rolling coverage of the Israel-Hamas conflict, the Ukraine-Russia war, the Wagner rebellion and the 2023 NATO summit in Vilnius. NCTJ-qualified journalist, English Literature graduate of the University of Southampton. Biography A finance summit at the London Stock Exchange or a forex conference in Geneva does not need a celebrity host. It needs someone who can read a Bloomberg ticker on camera, follow a central banker into the detail, and run a panel of traders without losing the audience in the back row. That has been Katie Pilbeam’s working brief for more than a decade. She trained as an NCTJ-qualified print journalist before moving into financial television, first at Dukascopy TV in Geneva and IG Trading Group in London. Four years as a main anchor for RT in Moscow followed, where she produced and presented her own weekly business programme, Venture Capital, alongside long shifts on rolling news. The on-air catalogue since has been heavily geopolitical and market-facing: Reuters TV, TRT World, TalkTV, IG Markets, Proactive Investors, and feature shows from Davos, the St Petersburg Economic Forum and the Shanghai Financial Forum. She has anchored rolling coverage of the Israel-Hamas conflict, the Ukraine-Russia war, the Wagner group rebellion and the 2023 NATO summit in Vilnius. The interview list is the cleanest proof point: Christine Lagarde, Steve Wozniak, Boris Johnson, Sadiq Khan, Donald Trump. Conference buyers are hiring the same instinct that produces those exchanges live, applied to their CEO, their regulator, or their keynote guest. Key speaking topics Conference moderation and panel hosting Financial markets and trading Global business news Geopolitics and international affairs Awards and gala hosting Live event anchoring Ideal for Banks, asset managers and exchanges running flagship client conferences Financial services firms hosting trading, forex or capital-markets events Corporate communications teams running CEO interviews, AGMs or investor days Conference organisers in geopolitics, foreign policy and international business Audience outcomes A senior panel that stays on its strongest material instead of drifting into platitudes Live interviews with principals that produce usable broadcast and social clips A host who can absorb a last-minute change of running order, guest or news event without breaking the room A market-fluent moderator who can press a CFO or central banker on substance, not just on tone

Why organisations work with Jayati Ghosh Sits on the UN Secretary-General’s High-Level Advisory Board on Effective Multilateralism and the WHO Council on the Economics of Health for All, so her read on global financial and health governance is drawn from inside the rooms where it is being rewritten. Co-chairs ICRICT, the independent commission pressing for reform of international corporate taxation, which gives her first-hand authority on the OECD-led tax overhaul that is reshaping how multinationals plan their effective rate. Reads emerging-market risk from a development-economist vantage point, not a Wall Street one, which is what buyers booking her tend to want: a sharper picture of sovereign debt, currency stress, and the political economy of the Global South. Thirty-five years at Jawaharlal Nehru University and now at UMass Amherst, author or editor of nineteen books, and winner of the ILO Decent Work Research Prize and the Galbraith Award: credentials that translate into credibility with serious audiences. Writes a monthly column for Project Syndicate, so her current thinking is publicly available and buyers can hear the argument before booking the room. Biography highlights Professor of Economics, University of Massachusetts Amherst, since January 2021. Member of the UN Secretary-General’s High-Level Advisory Board on Effective Multilateralism (2022). Member, WHO Council on the Economics of Health for All, chaired by Mariana Mazzucato. Co-chair, Independent Commission for the Reform of International Corporate Taxation (ICRICT). ILO Decent Work Research Prize (2011); John Kenneth Galbraith Award, AAEA (2023). Author or editor of nineteen books, including Women Workers in the Informal Economy and The Making of a Catastrophe: Covid-19 and the Indian Economy; monthly columnist for Project Syndicate. Biography The rules governing cross-border capital, corporate tax, and public health spending are being rewritten at the same time. Boards that track any one of these in isolation tend to miss how they interact. Ghosh works across all three. She is Professor of Economics at the University of Massachusetts Amherst, a post she took up in 2021 after nearly 35 years teaching at Jawaharlal Nehru University in New Delhi. Her research has long focused on globalisation, employment in developing countries, macroeconomic policy, and the gendered structure of informal labour. Nineteen books and roughly two hundred scholarly articles sit behind that work. The institutional footprint is what sets her apart from other macro voices. UN Secretary-General Antonio Guterres named her in 2022 to the 12-person High-Level Advisory Board on Effective Multilateralism, the body tasked with proposing reforms to global governance ahead of the Summit of the Future. She sits on the WHO Council on the Economics of Health for All, chaired by Mariana Mazzucato, and co-chairs ICRICT, which has driven much of the civil-society case for a global minimum corporate tax. Outside academic journals she writes a monthly Project Syndicate column read by finance ministers and central bankers, and for nearly three decades ran a fortnightly column at Frontline. The ILO awarded her its Decent Work Research Prize in 2011; the Agricultural and Applied Economics Association gave her its Galbraith Award in 2023 for contributions to economics and to humanity. Key speaking topics Global financial architecture and reform International corporate tax and ICRICT’s agenda Inequality, labour, and the informal economy Development and growth in India and the Global South Economics of health and public goods Sovereign debt and emerging-market risk Gender and the economics of care Ideal for Boards and investment committees sizing emerging-market and sovereign-debt exposure. CFOs and tax leaders tracking the OECD minimum tax and the next wave of multinational tax reform. Leadership teams in global health, pharma, and development finance who need a public-goods frame for their strategy. Conferences on globalisation, inequality, and the future of multilateralism where a policy-insider voice is needed. Audience outcomes A clear read on how the UN, WHO and OECD reform agendas translate into corporate risk over the next three to five years. A defensible position on international tax reform and what it means for transfer pricing, effective rates and reputational exposure. A sharper picture of sovereign debt and currency stress in the Global South, drawn from development-economics evidence rather than market commentary. An argument for why care, informal labour, and gender sit inside the macro picture, not alongside it.

Why organisations work with Haiyan Wang A research-grounded view on the China and India axis from a co-founder of the China India Institute, built on three decades of work on global strategy with Anil K. Gupta. Authority drawn from a 200-corporation study underpinning The Quest for Global Dominance (2nd Edition) and the Axiom Award-winning Getting China and India Right. A serious counter-position to the standard “deglobalisation” narrative: the argument that trade is shifting toward data, IP and services rather than retreating, sharpened in her 2024 Thinkers50 Hall of Fame work. Translates emerging-market signals into board-level capital, supply chain and market-entry choices, not country-trend commentary. Recognised by named bodies that buyers trust: Thinkers50 Hall of Fame inductee (2024), Thinkers50-ranked thinker, Axiom Book Awards Silver Prize. Biography highlights Managing Partner and co-founder, China India Institute, Washington DC Adjunct Professor of Strategy, INSEAD 2024 Thinkers50 Hall of Fame inductee (with Anil K. Gupta) Co-author of The Quest for Global Dominance (2nd Edition), Getting China and India Right (Axiom Awards Silver Prize, 2009) and The Silk Road Rediscovered Regular columnist for Bloomberg Businessweek, blogger for Harvard Business Review, with bylined pieces in the Wall Street Journal, Financial Times, Wired, China Daily, Times of India and South China Morning Post Holds graduate degrees from the University of International Business and Economics (China) and the University of Maryland at College Park Biography The cheap-globalisation era is over, but globalisation itself is not. That is the working thesis behind the China India Institute, the Washington DC research and advisory firm Haiyan Wang co-founded and runs as Managing Partner. Her argument, developed across three decades with Anil K. Gupta, is that the flow of physical goods is plateauing while the flow of data, intellectual property and services is accelerating. Boards that read the first signal without the second are making the wrong calls on capital allocation and footprint. The argument is anchored in a long-running research programme on global strategy, including a study of more than 200 corporations that underpins The Quest for Global Dominance (2nd Edition), co-authored with Gupta and Vijay Govindarajan. Getting China and India Right took the Axiom Book Awards Silver Prize for globalisation and international business in 2009. The Silk Road Rediscovered, written with Gupta and Girija Pande, examines how Indian and Chinese companies are using each other’s markets, a question most Western firms still treat as separate problems. Wang’s standing is recognised by the bodies senior buyers actually weigh. She and Gupta were inducted into the Thinkers50 Hall of Fame in 2024, after appearing in the Thinkers50 ranking (most recently cited at #25 in 2021) and being shortlisted for Thinkers50 awards. She has held an Adjunct Professor of Strategy role at INSEAD and writes regularly for Bloomberg Businessweek and Harvard Business Review, with bylined commentary in the Wall Street Journal, the Financial Times, the Times of India and the South China Morning Post. For a senior team trying to set a five-year stance on China, India and the next layer of emerging markets, the value is concrete: a credible read on which parts of globalisation are stalling, which are intensifying, and where that leaves a specific company’s growth and risk decisions. Key speaking topics Globalisation in a phase change China and India as strategic markets Emerging-market diverging futures Multinational strategy and global presence Global mindset for senior leadership Geopolitics and the rules-based economy Long-range scenario thinking on global trade Ideal for CEOs, CSOs and board directors setting multi-year China and India exposure Heads of strategy, corporate development and M&A in multinationals Risk committees and supply chain leaders reassessing globalisation assumptions Investor and asset-management forums on emerging markets and capital allocation Audience outcomes A clear read on which parts of globalisation are retreating and which are intensifying A defensible frame for board-level decisions on China, India and other emerging markets A working view of where data, IP and services flows are creating new commercial ground A sharper test for capital allocation and footprint choices under geopolitical pressure Reference points from the long China India Institute research programme that buyers can use in their own strategy reviews

Why organisations work with Gillian Tett Her track record on the 2008 crisis is specific and verifiable: she conducted ethnographic research into JPMorgan’s banking culture from 2005 to 2007, published FT warnings about derivative risk before the crash, and documented the analysis in Fool’s Gold – giving organisations a concrete, tested basis for trusting her read of current systemic risk. The Anthro-Vision framework translates anthropological field methods into a practical leadership tool: a way to surface the unstated assumptions, classification systems, and cultural dynamics that standard data analysis cannot reach. The Silo Effect provides boards with a specific diagnostic – that the most dangerous organisational failure modes are cultural, not structural – and a set of case-studied arguments for why addressing them requires a different kind of analysis than process redesign. As co-founder of FT Moral Money, she has tracked the ESG movement from its earliest institutional phase, giving her a longitudinal perspective on how sustainability commitments become financial and reputational risk that few analysts or advisers can match. Her simultaneous role as an active FT journalist and Provost of King’s College Cambridge produces a form of authority that is genuinely rare: live market intelligence, editorial independence, and academic standing, without advisory-firm positioning. Biography highlights 45th Provost of King’s College, Cambridge, since October 2023 FT editorial board member and weekly columnist; former US managing editor (2013-2019) and former Chair of the FT US Editorial Board Co-founder, FT Moral Money newsletter Author of four books: Fool’s Gold (New York Times bestseller), The Silo Effect, Anthro-Vision (Porchlight best business book award; Columbia Business School Eccles prize), and Saving the Sun PhD in Social Anthropology, University of Cambridge Awards: Wincott Prize for financial journalism (2007); British Press Awards – Business Journalist of the Year (2008), Journalist of the Year (2009), Columnist of the Year (2014); British Academy President’s Medal (2011); American Anthropological Association President’s Medal (2022); OBE for services to journalism (2024) Chair of the board of trustees, Knight-Bagehot Fellowship Program in Economics and Business Journalism, Columbia University Biography Gillian Tett has spent thirty years at the Financial Times covering global markets. What she found, consistently, is that what moves them is cultural as much as numerical. The forces shaping systemic risk – tribal behaviour, unspoken institutional assumptions, rigid classification systems – are largely invisible in standard economic analysis. Her most verifiable proof point came before the 2008 financial crisis. From 2005 to 2007, she studied JPMorgan’s banking culture ethnographically and published FT warnings about the systemic risks of credit derivatives – risks that most economists and regulators had not yet identified. Fool’s Gold – a New York Times bestseller – documented that analysis and became one of the definitive accounts of how cultural insularity inside banking created the conditions for the crash. Her subsequent books formalised the method. The Silo Effect showed how cultural classification systems – not just structural inefficiencies – create the organisational blindness that precedes major strategic failures. Anthro-Vision – winner of the Porchlight best business book award and the Columbia Business School Eccles prize – translated this into a practical framework for applying anthropological field methods to business, markets, and geopolitical risk. Her current position is what makes her singular. As the 45th Provost of King’s College Cambridge and an active FT columnist, she reports on markets while leading one of the world’s most significant academic institutions. She co-founded FT Moral Money and holds the OBE for services to journalism. Key speaking topics Global economic risk and geopolitical uncertainty Financial markets and systemic risk Anthropological analysis in business and strategy Organisational silos and decision-making failure ESG and sustainable finance Political tribalism and social change Cultural dynamics of markets and institutions Ideal for Board directors and C-suite executives navigating economic and geopolitical uncertainty CFOs, CROs, and investment audiences requiring independent analysis of financial market dynamics CHROs and transformation leads addressing structural silos, organisational culture, and decision-making quality Policy, government, and public sector leaders facing complex political and economic risk Audience outcomes A framework for identifying the cultural assumptions and social dynamics that standard economic analysis tends to miss A clearer perspective on how organisational silos and cultural classification systems create the blindness that precedes strategic and financial failure Practical insight into how anthropological methods can be applied to risk assessment, market analysis, and organisational decision-making A grounded, independent reading of current global economic forces and geopolitical shifts, drawn from active FT journalism A reframing of ESG as a systemic risk discipline rather than a reputational management exercise

Why organisations work with Emily Maitlis She holds power to account live, on the record. The 2019 Newsnight interview with Prince Andrew, winner of RTS Interview of the Year and Scoop of the Year, is the reference point clients book against when they want a real interviewer in the room rather than a host. She reads Westminster and Washington in the same conversation. Fifteen-plus years on Newsnight and the daily discipline of The News Agents give her a working map of the political operators, donors and advisors shaping policy on both sides of the Atlantic. She is an operator on stage, not a presence. Moderating panels, running fireside interviews with CEOs and ministers, chairing leadership offsites: the craft is the product, and it is the craft that sold out the 2022 MacTaggart Lecture and her speaking diary. She brings a named argument about media and democracy. Her MacTaggart Lecture, “Boiling Frog: Why We Have To Stop Normalising The Absurd,” sets out a specific thesis on populism and impartiality that leadership audiences can engage with rather than nod along to. Biography highlights Lead anchor of BBC Newsnight, 2018 to 2021; a Newsnight presenter from 2006. Co-host of The News Agents, the daily Global podcast launched in August 2022 with Jon Sopel and Lewis Goodall; Gold winner for Best News and Current Affairs Podcast at the British Podcast Awards. Delivered the James MacTaggart Memorial Lecture at the Edinburgh TV Festival, 2022. Author of Airhead: The Imperfect Art of Making News (Penguin, 2019). RTS Network Presenter of the Year, 2019 and 2020; RTS Interview of the Year and Scoop of the Year, 2020, for the Prince Andrew interview; London Press Club Broadcast Journalist of the Year, 2017. Queens’ College, Cambridge; earlier career with NBC Asia in Hong Kong and Sky News as a business correspondent. Biography The Prince Andrew interview was broadcast on Newsnight in November 2019. Emily Maitlis asked the questions that became the public record of that story, and it remains the case study most often cited when organisations talk about what a real interview looks like. The RTS named it Interview of the Year and Scoop of the Year. That night sits inside a longer body of work. Maitlis spent roughly fifteen years on Newsnight, becoming lead anchor in 2018, after building the craft at NBC Asia, Sky News as a business correspondent, and earlier BBC roles. The output is a consistent habit of pressing political and financial power for specifics rather than positioning. Since leaving the BBC in 2022 she has co-hosted The News Agents with Jon Sopel and Lewis Goodall, a Global podcast that took a Gold British Podcast Award for Best News and Current Affairs. Her 2022 MacTaggart Lecture, “Boiling Frog: Why We Have To Stop Normalising The Absurd,” laid out a specific argument about how mainstream media coverage normalises populist politics, and how that reshapes the job of a public broadcaster. For leadership audiences, the value is practical. She reads political risk and media dynamics for a living, she moderates and interviews on stage the way she does on screen, and she has a thesis about the information environment that serious rooms engage with. Her 2019 book Airhead: The Imperfect Art of Making News is the written version of that working method. Key speaking topics UK politics and Westminster analysis US elections and transatlantic political risk Geopolitical flashpoints and their business implications Media, populism and the information environment Interviewing power: the craft of holding leaders to account Conference moderation, fireside interviews and awards hosting Ideal for Leadership offsites, CEO summits and partner conferences needing a host or on-stage interviewer with real political and business range. Annual client conferences and investor events where a keynote on geopolitics, elections or the media environment sets the agenda. Boards and executive committees using an off-the-record session to pressure-test political and regulatory scenarios. Audience outcomes A working read on the political and geopolitical stories most likely to affect the business over the next twelve months. A sharper view of how media narratives form, harden and reach decision-makers, and where that process is being gamed. Specific reference points from two decades of interviewing politicians, regulators and CEOs, used to illustrate rather than decorate the argument. A different quality of on-stage conversation when Maitlis is moderating: leaders pushed past talking points to the substance.

Why organisations work with Dambisa Moyo She reads the global economy from inside the boardroom. Few macroeconomists hold simultaneous directorships at companies of the scale of Chevron, Starbucks and Condé Nast, and that vantage point reshapes how she frames risk for senior audiences. Her four New York Times bestsellers gave decision-makers a vocabulary for the questions that now dominate board agendas: aid dependency, the West’s structural decline, China’s resource strategy, the failure of democratic capitalism to deliver growth, and how boards themselves should function. She is a serving member of the House of Lords as Baroness Moyo of Knightsbridge, which gives her a working line of sight into how policy, regulation and geopolitics actually move. Her training is unusually broad for a public macro voice: a DPhil in Economics from Oxford, an MPA from Harvard Kennedy, plus eight years inside Goldman Sachs research. Audiences get a practitioner, not a commentator. She has spent two decades being asked the same question by long-horizon capital allocators: where does the next dollar go when the old growth assumptions stop working. Boards engage her because that is the question on their own table. Biography highlights DPhil in Economics, St Antony’s College, Oxford; MPA, Harvard Kennedy School Eight years at Goldman Sachs in research; two years at the World Bank Current board director at Chevron Corporation, Condé Nast and Starbucks Corporation; trustee of the National Geographic Society Prior public-company boards include Barclays, SABMiller, Barrick Gold, 3M and Seagate Technology Life peer in the United Kingdom House of Lords as Baroness Moyo of Knightsbridge (created 2022) Author of Dead Aid, How the West Was Lost, Winner Take All, Edge of Chaos and How Boards Work; recipient of the Hayek Lifetime Achievement Award (2013) and TIME 100 (2009) Biography The argument that ran through forty years of cheap goods, cheap money and integrated supply chains has stopped working. Capital allocators now have to price geopolitics into every decision, and most of the management vocabulary they grew up with was built for a different world. Dambisa Moyo’s career has been spent on exactly this fault line. Her first book, Dead Aid, took on the development consensus and argued that aid dependency was choking African growth. How the West Was Lost and Winner Take All extended the argument into the structural decline of advanced economies and China’s strategic accumulation of commodities. Edge of Chaos asked whether liberal democracies can still deliver economic growth at all. The books are not adjacent to her speaking; they are the speaking. The credentials behind the argument are unusual. A DPhil in Economics from Oxford and an MPA from Harvard Kennedy, eight years inside Goldman Sachs research, simultaneous directorships at Chevron, Condé Nast and Starbucks, prior boards at Barclays, SABMiller, Barrick Gold and 3M, and a seat in the House of Lords as Baroness Moyo of Knightsbridge. The combination is rare because it spans three rooms that usually do not talk to each other: the academy, the trading floor and the boardroom. What makes her useful in a leadership setting is that she has had to act on her own analysis. The question of how to allocate capital across China exposure, energy transition timelines and political risk is not a thought experiment for her; it is the agenda of the boards she sits on. How Boards Work, her most recent book, was written from that seat. Key speaking topics Global macroeconomics and capital allocation Geopolitics and the future of globalisation China and the contest for resources Democracy, governance and economic growth Energy transition and the cost of capital Corporate governance and how boards should function Emerging markets and frontier investment Ideal for Boards and investment committees pricing geopolitical and macro risk into capital decisions CEOs, CFOs and Chief Strategy Officers reassessing China exposure, supply chain footprint and growth assumptions Asset managers, family offices and institutional investors setting long-horizon allocation strategy Senior leadership offsites where the economic and geopolitical context for the next plan is the agenda Audience outcomes A clearer reading of how geopolitical fracture, sanctions regimes and energy transition are reshaping the cost of capital A defensible view on China’s resource strategy and what it implies for Western corporates and investors A working framework for how boards should govern in a more politicised, slower-growth global economy Confidence to challenge consensus assumptions about globalisation, growth and aid that no longer hold

Why organisations work with Dalia Marin Her peer-reviewed research links automation, trade-policy uncertainty, and reshoring in a single empirical model, giving leadership teams a defensible basis for supply-chain decisions rather than a narrative. She translates between the Brussels and Berlin policy worlds and the corporate boardroom, drawing on advisory work with the European Commission, the EBRD, and the IMF. Her Project Syndicate column is a running public reference point on deglobalisation, German deindustrialisation, and the labour-market consequences of AI, read by policy and business readers across Europe. She is one of the few senior economists who has tracked the German industrial model, and the Eastern European production network around it, continuously since the 1990s. That long view matters when companies are re-assessing the same geographies. Biography highlights Chair in International Economics, TUM School of Management, Technical University of Munich. Non-resident Fellow at Bruegel and Research Fellow at the Centre for Economic Policy Research. Former Professor of International Economics at Ludwig-Maximilians University Munich (1998 to 2017). Co-editor of “The Organization of Firms in a Global Economy” (Harvard University Press, 2008) with Elhanan Helpman and Thierry Verdier. Co-author of “Global Value Chains in a World of Uncertainty and Automation”, Journal of International Economics, 2025. Visiting appointments at Harvard, Stanford, NYU Stern, the IMF, the NBER, and the European University Institute. Project Syndicate columnist on deglobalisation, industrial policy, and the future of the German economic model. Biography The reshoring debate has moved past the slogan stage. Firms are actually pulling production back to high-income economies, and the economic literature is starting to explain why. Trade-policy uncertainty and cheaper industrial robots, working together, are restructuring global supply chains in ways that a decade of offshoring logic did not anticipate. That is the core argument of Marin’s recent work, co-authored in the Journal of International Economics in 2025. Her research shows that exposure to uncertainty in developing-country suppliers pushes production back to high-income countries, but only where robots have made it economically feasible. For a senior operations or strategy audience, this is a usable frame: reshoring is not a political mood, it is a measurable response to two forces that can be modelled. The wider body of work runs through Bruegel, CEPR, and a sustained Project Syndicate column. She has written continuously on the German economic model, the Eastern European production network built around it, and the inflationary and labour-market consequences of a partial retreat from globalisation. Her advisory work with the European Commission, the EBRD, and the IMF sits alongside the academic record rather than replacing it. She was Chair in International Economics at Ludwig-Maximilians University Munich for almost two decades before moving to TUM. Visiting appointments at Harvard, Stanford, NYU Stern, the IMF, and the NBER place her inside the network of economists who set the terms of the trade-policy debate. The value for a corporate audience is that she can connect that technical conversation to the question actually on the table: what does the next decade of supply-chain strategy look like when the old globalisation assumptions no longer hold. Key speaking topics Deglobalisation and the restructuring of global supply chains Automation, robots, and reshoring The German economic model and European competitiveness International trade policy and geopolitical risk Multinational firms and the organisation of global production Industrial policy in Europe and the United States Inflation, labour markets, and the economics of deglobalisation Ideal for Boards and executive committees reassessing supply-chain footprint in light of tariffs, geopolitical risk, and automation CSOs, Heads of Strategy, and COOs responsible for manufacturing and sourcing decisions in industrial and export-led businesses Policy forums, investor conferences, and economic summits focused on Europe, Germany, and the future of global trade Senior leadership in financial institutions and multinational corporates with significant exposure to Eastern Europe and the German industrial base Audience outcomes A clear read of the empirical evidence on reshoring, automation, and trade-policy uncertainty, rather than the headline narrative A sharper view of where the German economic model is strong and where it is exposed, with implications for anyone doing business across the European industrial network A working framework for assessing which parts of a supply chain are candidates for reshoring and which are not A grounded perspective on the macro-economic consequences of deglobalisation, including effects on inflation and labour markets Language and evidence that senior leaders can use in their own board conversations on geopolitical and trade exposure