ESG Strategy

Why organisations work with Reed Paget He has built a sustainability brand from a blank sheet, including the UK’s first compostable corn bottle and a working carbon neutral supply chain, so he can speak to climate ambition with operating evidence rather than slide-deck targets. He hard-wired a charitable mission into a commercial business by directing 100% of Belu’s net profits to WaterAid, a model that informs how purpose can be structured into a P&L without becoming marketing decoration. His Schwab Foundation award and UK Cabinet Office ambassadorship give him a policy-level fluency that sits behind the entrepreneur story, useful for boards balancing regulator pressure with commercial reality. Through One Earth Innovation and Ecocap, he has worked across compostable plastics, recyclable packaging, and low-energy products, so he can talk innovation portfolio rather than single-product anecdote. Biography highlights Founder of Belu Water in 2002, positioned as the UK’s most eco-friendly bottled water brand and the world’s first carbon neutral bottled water. Launched the UK’s first compostable plastic bottle made from corn in 2006. UK Social Entrepreneur of the Year 2008, awarded by the Schwab Foundation for Social Entrepreneurship. Social Enterprise Ambassador for the UK Cabinet Office between 2007 and 2010. Founder of One Earth Innovation, a green product incubator, and founder of Ecocap Ltd., which patented a more recyclable bottle cap design. Award-winning documentary maker whose film Amerikan Passport won Best Documentary at Slamdance 1999. Biography Belu was launched in 2002 as a bottled water company built around an environmental thesis the rest of the category had not yet taken seriously. The business committed 100% of net profits to clean water projects through WaterAid, made the UK’s first compostable corn-based plastic bottle in 2006, and was positioned as the world’s first carbon neutral bottled water brand. That is the kind of operating evidence boards now need behind sustainability claims. The gap between a net zero announcement and the supply chain decisions that deliver it is where most ESG narratives lose credibility, and a founder who has worked through compostable materials, packaging redesign, and a charitable profit structure is talking from inside that problem rather than around it. The wider track record stretches the same instinct across products and policy. One Earth Innovation works as a green product incubator across compostable plastics, sustainable horticulture, and eco-friendly consumer goods. Ecocap, separately, patented a more recyclable bottle cap design. Recognition from the Schwab Foundation as UK Social Entrepreneur of the Year in 2008, and a three-year Social Enterprise Ambassador role with the UK Cabinet Office, give the commercial story a policy-level frame. Before the eco-entrepreneur chapter, Paget was a journalist and filmmaker, directing Amerikan Passport, a documentary shot across war zones at the end of the Cold War that won Best Documentary at Slamdance 1999. That earlier instinct, going where most cameras did not, runs through the later environmental work. Key speaking topics Sustainable product design and packaging Carbon neutral supply chains Social enterprise business models Green consumer marketing Climate-led innovation portfolios Mission-driven fundraising and investor relations Ideal for Boards and ExCos translating ESG commitments into operating decisions Heads of Sustainability, Packaging, and Supply Chain in consumer goods and FMCG Founders and investors building or backing impact-led ventures Marketing and brand leaders working on credible green positioning Audience outcomes A clearer view of where sustainability ambitions break against product, packaging, and supply chain realities. Specific examples of how a charitable purpose can be structured inside a commercial P&L without becoming marketing varnish. A sharper read on what investors, regulators, and consumers will actually credit as substantive environmental progress. Practical reference points from a founder who has shipped first-of-kind sustainable products at commercial scale.

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

Why organisations work with Peter Fischer Brown He brings an operator’s view of brand strategy. Years inside Orange Business and KPMG mean he reads brand as a P&L and procurement question, not a marketing artefact. He teaches B2B value creation at Esade Business School, so the frameworks he uses in the room have been pressure-tested with MBA and executive cohorts who push back hard. His membership of the Medinge Group gives him a serious intellectual home for “brands with a conscience” arguments, separate from the agency circuit that usually owns the topic. He works in English, German and Spanish across Europe, the Middle East and Latin America, which makes him useful for groups whose brand and culture questions cross those markets. His coaching qualification from Henley and his executive coaching practice mean he can move between keynote framing and small-group leadership work in the same engagement. Biography highlights Founder of FischerBrown, an international brand and corporate strategy consultancy. Former Director of Strategy for Orange Business and Ambassador of Strategic Branding for the Orange Group; former Manager and Consultant at KPMG. Academic Collaborator at Esade Business School, Barcelona, teaching MBA and Executive programmes on B2B value creation and leadership with conscience. Member of the Medinge Group; contributing author on the Slow Food Movement in “Brands with a Conscience” (Medinge Group, 2016). Contributor to the Radix think tank on European centre-ground politics and democratic participation. MA in Modern Languages and Literature and MPhil in International Relations, both University of Cambridge; Professional Certificate in Executive Coaching, Henley Business School. Biography Most “purpose” programmes break the moment they hit procurement, pricing or a difficult supplier decision. The brand line survives in the campaign and disappears in the operating model. Peter Fischer Brown works at exactly that seam, where a values-led brand position has to be defended in B2B negotiations, capital allocation and the everyday behaviour of senior leaders. He spent the formative part of his career inside the operating side of two demanding environments. At KPMG he advised on corporate and marketing strategy. At Orange he was Director of Strategy for the B2B business and Ambassador of Strategic Branding for the wider France Telecom group, running brand and strategy across European, Middle Eastern and Latin American markets. That history is why his brand frameworks read as commercial first and editorial second. Today he runs FischerBrown and teaches at Esade Business School in Barcelona, where his MBA and Executive sessions focus on B2B value creation and on leadership with conscience. The Medinge Group, of which he is a long-standing member, gives him a serious intellectual home for the latter; his chapter on the Slow Food Movement in the group’s 2016 book “Brands with a Conscience” is a worked example of how a values-led proposition can become a category position. The work that sits outside the brand spine sharpens it. As a Radix contributor he writes on the “radical centre” in European politics; he is a qualified executive coach through Henley; his linguistic and musical training (Cambridge, Trinity College London) feeds the cross-disciplinary keynotes he gives on cosmopolitanism and the art of business. Senior teams book him when they need someone who can argue brand and purpose in the same register as a CFO, and then sit with the leadership team afterwards. Key speaking topics Brand and corporate strategy Brands with a conscience and purpose-led positioning B2B value creation Leadership with conscience Sustainability and the brand promise Cosmopolitanism and cultural identity as competitive advantage The art of business: learning from the creative and performing arts Ideal for CMOs and brand directors in B2B and consumer businesses under pressure to make a purpose claim operational CEOs and strategy leads working through a brand or positioning reset Boards and leadership teams wrestling with ESG and purpose credibility HR and executive development leads commissioning leadership-with-conscience programmes for senior cohorts Audience outcomes A sharper view of where brand sits in the operating model, not only in marketing A vocabulary for discussing purpose in front of a sceptical CFO or procurement audience Specific examples of values-led brands that have held up commercially, and ones that have not A clearer framing of leadership credibility when a business is being asked to behave consistently across markets

Why organisations work with Pascal Lamy He spent eight years running the WTO and five years as the EU’s Trade Commissioner. Few people alive have personally negotiated as much of the architecture that boards now watch breaking down. He works at the level of operating substance, not commentary. Doha, EU enlargement trade chapters, the China accession follow-through, the transatlantic disputes: he was in the room. He frames geoeconomics and geopolitics as a single system, an argument set out with Nicole Gnesotto in Strange New World, which gives leaders a working language for decisions they used to treat as separate. He is a credible bridge into European institutional thinking. Chef de cabinet to Jacques Delors for nine years, now President of the Paris Peace Forum and President emeritus of the Jacques Delors Institute. Biography highlights Director-General of the World Trade Organization, 2005 to 2013, re-elected unanimously for a second term. European Commissioner for Trade, 1999 to 2004, under Commission President Romano Prodi. Chef de cabinet to Jacques Delors at the European Commission, 1985 to 1994. CEO of Credit Lyonnais through its restructuring and privatisation, 1994 to 1999. Author of The Geneva Consensus (Cambridge University Press, 2013) and co-author of Strange New World: Geoeconomics vs Geopolitics (Odile Jacob, 2020). President of the Paris Peace Forum; CEPR Distinguished Fellow; affiliate professor at HEC Paris and CEIBS Shanghai. Biography The system of rules that governed cross-border trade for three decades is no longer the system companies are operating in. Tariffs, export controls, sanctions regimes and industrial subsidies have become first-order strategic variables, and the institutions designed to arbitrate them have lost most of their authority. Pascal Lamy spent two decades inside that machinery and is one of the few public figures who can describe, from the inside, what is breaking and what is taking its place. As Director-General of the World Trade Organization from 2005 to 2013, re-elected unanimously for a second term, he led the institution through the Doha Round and through China’s full integration into the global trading system. Before that, as European Commissioner for Trade from 1999 to 2004, he handled the EU’s most consequential trade files of the period, including its position on WTO accession negotiations and transatlantic disputes. His earlier career sits at the heart of the European project. For nine years he was chef de cabinet to Jacques Delors at the European Commission, working on the single market, the run-up to monetary union and successive enlargement. He then ran Credit Lyonnais through its restructuring and privatisation, a reminder that his read on policy is paired with operating experience inside a balance sheet under pressure. He now writes and convenes from a small set of platforms: President of the Paris Peace Forum, President emeritus of the Jacques Delors Institute, CEPR Distinguished Fellow, affiliate professor at HEC Paris and CEIBS Shanghai. With Nicole Gnesotto he co-authored Strange New World, the argument that geoeconomics and geopolitics now have to be read as one system. For boards trying to set capital allocation under that framing, he is among the most credible voices available. Key speaking topics Global trade and the future of the WTO Geoeconomics and geopolitics EU-US-China relations European integration and the EU policy agenda Sanctions, export controls and industrial policy Globalisation and supply chain restructuring Multilateral governance under strain Ideal for Boards and executive committees of multinationals with material exposure to US, EU and China trade policy CSOs, heads of public affairs and chief economists setting macro and political risk frameworks Investor and asset manager forums focused on capital allocation under geopolitical stress Senior policy and government affairs leaders working on EU institutional questions Audience outcomes A working map of how the trade and geoeconomics system is actually being rewired, from someone who helped write the previous version A grounded read on the EU-US-China triangle that goes beyond headline risk Sharper questions for the board on sanctions exposure, supply chain restructuring and industrial policy alignment A vocabulary for treating geoeconomics and geopolitics as one decision frame, not two

Why organisations work with Paolo Scaroni He has run two of Europe’s largest energy companies, Enel from 2002 to 2005 and Eni from 2005 to 2014, through privatisation, restructuring and the early phase of the energy transition. He brings a working view of natural gas as a transition fuel from inside the boardrooms that bought, sold and shipped it, not from the outside as an analyst. His current chairmanship of Enel and nine years as Deputy Chairman of Rothschild & Co give him an unusually current read on capital allocation, M&A and governance in the European energy sector. He has sat on the boards of Veolia, BAE Systems, ABN AMRO, Alstom, Assicurazioni Generali and the London Stock Exchange, which gives him cross-sector reference points few energy speakers can offer. Discussions are pragmatic rather than ideological, useful for boards trying to reconcile net zero commitments with capital, supply and political reality. Biography highlights CEO of Enel from May 2002 to May 2005 and CEO of Eni from 2005 to 2014. Chairman of Enel since May 2023; Chairman of A.C. Milan since July 2018. Deputy Chairman of Rothschild & Co Group from May 2014 to May 2023. CEO of Pilkington plc in London from 1997 to 2002, leading the turnaround of one of the world’s largest flat glass manufacturers; earlier CEO of Techint from 1985 to 1996. Past non-executive director at Veolia Environment, BAE Systems, ABN AMRO, Alstom and Assicurazioni Generali; former Vice Chairman of the London Stock Exchange. Cavaliere del Lavoro (2004) and member of the Légion d’honneur (2007); Bocconi graduate and Columbia Business School MBA. Biography European energy is being asked to do three things at once: decarbonise, stay secure and remain affordable. Few executives have made those trade-offs at the scale Paolo Scaroni has. As CEO of Enel from 2002 and then of Eni from 2005 to 2014, he ran Italy’s two largest energy companies through privatisation, restructuring and the first wave of the climate agenda. At Enel he abandoned the multi-utility model and pushed the group back into core energy, set up a dedicated wind business, and brought the company into the Dow Jones Sustainability Index. At Eni he tilted the portfolio away from oil toward natural gas, framing gas as a transition fuel, and the group’s net worth rose from EUR 39 billion to EUR 61 billion over his tenure. Eni was added to the Carbon Performance Leadership Index in 2012. After Eni he spent nine years as Deputy Chairman of Rothschild & Co, advising on European deals across the energy and industrial sectors, before being appointed Chairman of Enel in May 2023. He has chaired A.C. Milan since 2018, including through the club’s 2022 Scudetto and the change of ownership to RedBird Capital. Past non-executive seats at Veolia, BAE Systems, ABN AMRO, Alstom, Assicurazioni Generali and the London Stock Exchange give him a working view of governance across regulated industries. His public position on the energy transition is unusually direct: renewables alone will not get Europe to its CO2 targets, energy efficiency and nuclear have to be part of the answer, and gas is the realistic bridge. That argument carries weight because he had to allocate capital against it, not just write about it. Key speaking topics Energy transition and energy security Geopolitical and regulatory risk in energy markets Natural gas, nuclear and the realistic path to net zero Large-scale transformation in legacy industries Board governance and stakeholder management in regulated sectors Capital allocation in capital-intensive industries European industrial competitiveness Ideal for Boards and executive committees in energy, utilities, industrials and infrastructure CFOs, heads of strategy and corporate development weighing transition capex Investor and lender audiences focused on European energy and industrial credit Senior leadership teams reframing decarbonisation strategy against geopolitical risk Audience outcomes A grounded read on where European energy security and the transition timetable actually meet. A sharper view of how natural gas, nuclear and renewables fit together in a credible decarbonisation plan. Boardroom-tested judgement on geopolitical and regulatory risk in capital-intensive industries. A reference frame from someone who has chaired and run companies on both sides of the energy table.

Why organisations work with Oliver Hart Hart’s theory of incomplete contracts and the Grossman-Hart-Moore property rights theory underpin most modern thinking on corporate governance and the boundaries of the firm. Boards working through M&A, integration, outsourcing, or governance redesign get a framework grounded in four decades of foundational research. The Hart-Zingales shareholder welfare framework gives boards a substantive third position between Friedman-style shareholder primacy and stakeholder capitalism rhetoric. It is published in peer-reviewed journals and directly applicable to live ESG and shareholder voting decisions. Hart has served as a government expert witness in major US legal cases, including Black & Decker v. USA and Wells Fargo v. USA. The framework has been tested under adversarial legal scrutiny, with high-stakes commercial outcomes turning on the economic argument. Hart’s body of work has shaped four decades of research on ownership and incentive design. The 2016 Nobel Prize and 2023 Knight Bachelor are the formal recognition of a framework that now underpins how regulators and corporate boards approach governance questions. Biography highlights Co-recipient of the 2016 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel, awarded with Bengt Holmström for contributions to contract theory. Lewis P. and Linda L. Geyser University Professor at Harvard, the institution’s highest faculty rank. Author of Firms, Contracts, and Financial Structure (Oxford University Press), the standard reference text on the economic theory of the firm. Knight Bachelor in the 2023 King’s Birthday Honours for services to economic theory. Past president of the American Law and Economics Association and past vice president of the American Economic Association. Fellow of the British Academy, the American Academy of Arts and Sciences, the Econometric Society, and member of the National Academy of Sciences. Biography What is a firm, and where should its boundaries lie? The question sits underneath most of the contested decisions facing modern boards, from M&A integration to ESG governance. The framework that lets boards answer it rigorously was largely built by Sir Oliver Hart. Hart’s contributions to contract theory, recognised with the 2016 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel, centre on a foundational insight. Real contracts are incomplete: they cannot specify every contingency, and whoever holds the right to decide on the unspecified elements holds the real power. The Grossman-Hart-Moore property rights theory built on this to formalise when activities should sit inside firms and when they should sit in markets. More recently, his work with Luigi Zingales of Chicago Booth has redrawn the corporate purpose debate. The Hart-Zingales shareholder welfare framework reframes corporate objectives around the actual preferences of investors, including their non-financial concerns, and proposes shareholder voting as the mechanism for expressing them. The framework speaks directly to live disputes about ESG votes and shareholder activism on social issues. At Harvard since 1993, Hart holds the Lewis P. and Linda L. Geyser University Professorship and chaired the Economics department from 2000 to 2003. Past president of the American Law and Economics Association and fellow of the British Academy, he was made a Knight Bachelor in 2023 for services to economic theory. The 1986 paper with Sandy Grossman, “The Costs and Benefits of Ownership,” remains the standard reference for how firm boundaries are analysed in modern economics. Key speaking topics Contract theory and incomplete contracts The theory of the firm Corporate governance and ownership Shareholder welfare and corporate purpose ESG governance and shareholder activism Incentive design Ideal for Boards of directors and chairs General counsel, CFOs, and corporate governance leaders Investors and asset managers grappling with ESG mandates Policymakers, regulators, and antitrust authorities Audience outcomes A working theory of where firm boundaries should lie and why, applicable to live decisions on M&A and outsourcing. A defensible position on corporate purpose that goes beyond Friedman versus stakeholder capitalism slogans. The economic logic underneath shareholder activism and ESG governance, including when shareholder voting matters and when it doesn’t. The intellectual vocabulary for thinking about ownership and incentive design with the seriousness these topics require.

Why organisations work with Mark Roe His published research identifies the specific political forces – interest groups, legislative bargaining, regulatory path-dependence – that determine how corporations are governed in different national systems, giving boards and investors a structural map that economic analysis alone does not provide. Missing the Target (Oxford, 2022) dismantled the dominant short-termism narrative with economy-wide data, offering executives and policymakers a corrected diagnosis of why corporate investment patterns have changed – and where the real policy levers sit. His analysis of too-big-to-fail dynamics explains how implicit government guarantees distort corporate structure and shield management from market discipline, a framework directly relevant to financial institutions, their regulators, and the firms exposed to systemic counterparty risk. Two decades of commentary in the Financial Times, Wall Street Journal, and Project Syndicate means his arguments have been tested in public, not just in academic journals – the positions he takes in a boardroom are the same ones he defends in the financial press. His current research on the transformation of US public firms (fewer companies, greater concentration of profit and market power) reframes a debate that directly affects M&A strategy, capital allocation, and regulatory risk. Biography highlights David Berg Professor of Law, Harvard Law School, since 2001 Author of four books published by Oxford University Press, Princeton University Press, and Foundation Press, including Missing the Target (2022) and Strong Managers, Weak Owners (1994) Ranked among SSRN’s top 50 most-cited law professors, with a career high of #10 Elected member of the American Academy of Arts and Sciences; Fellow of the American College of Bankruptcy; Fellow of the European Corporate Governance Institute Recipient of the ECGI Allen & Overy Working Paper Prize (2015) for research on structural corporate degradation in too-big-to-fail finance Regular contributor to Project Syndicate since 2004, with commentary published in the Financial Times, Forbes, and Wall Street Journal Biography Corporate governance is usually treated as a design problem: get the incentives right, align the board with shareholder interests, and the structure should optimise itself. Mark J. Roe’s research at Harvard Law School has spent three decades demonstrating that this view is incomplete. His books Strong Managers, Weak Owners (Princeton, 1994) and Political Determinants of Corporate Governance (Oxford, 2003) established a now widely cited argument: governance structures in the United States and across major economies are shaped as much by political forces as by market logic. The practical implications are specific. In the US, fragmented share ownership is not merely an outcome of deep capital markets. It reflects a century of political decisions that prevented financial institutions from accumulating concentrated ownership stakes. In continental Europe, the postwar political settlement empowered labour and entrenched blockholding structures that persist long after the conditions that created them. Roe’s work traces these connections with data and institutional detail, giving corporate leaders and policymakers a framework for understanding why governance reform so often stalls or produces unintended consequences. His most recent book, Missing the Target (Oxford, 2022), challenged the prevailing consensus that stock market short-termism is crippling corporate investment and R&D. Using economy-wide data, Roe showed that corporate R&D spending has been rising, not falling, and that the real culprits behind declining investment are political uncertainty, accelerating technological change, and a collapse in government research funding. The Wall Street Journal called it essential reading for anyone concerned with markets and policy. Before entering academia, Roe worked at the Federal Reserve System and at Cahill Gordon & Reindel on Wall Street. He held faculty positions at Rutgers, the University of Pennsylvania, and Columbia before joining Harvard in 2001. His paper on too-big-to-fail finance won the ECGI Allen & Overy Prize in 2015. He is an elected member of the American Academy of Arts and Sciences and has published over 160 scholarly papers, with more than 10,000 citations tracked by ResearchGate. Key speaking topics Political economy of corporate governance Financial regulation and systemic risk Corporate short-termism and long-term investment Too-big-to-fail finance and structural corporate degradation Shareholder activism and corporate purpose Bankruptcy, restructuring, and creditor bargaining The transformation of US public markets Ideal for Boards, chairs, and non-executive directors assessing governance structures in a politicised regulatory environment CFOs, general counsel, and heads of corporate strategy at firms navigating financial regulation, M&A, or capital structure decisions Institutional investors, sovereign wealth funds, and asset managers evaluating governance risk across jurisdictions Policy audiences, regulators, and central bankers examining the intersection of political economy and financial stability Audience outcomes A structural explanation of why corporate governance rules differ across major economies and why convergence has been slower than predicted A data-grounded reframing of the short-termism debate that separates genuine investment constraints from politically convenient narratives An understanding of how too-big-to-fail dynamics distort corporate structure and create hidden risks for counterparties and investors A framework for assessing how political uncertainty, interest-group pressure, and regulatory path-dependence affect capital allocation and strategic planning Specific examples from US and European corporate history that make abstract governance debates concrete and applicable to current board-level decisions

Why organisations work with Manfred Weber He sits at the centre of the institution that writes European law. As Chair of the EPP Group since 2014 and President of the EPP since 2022, he has been part of every major legislative bargain in Brussels for over a decade. He explains EU politics the way an operator does, not the way a commentator does. He has negotiated directives, including the EU Returns Directive on migration, and can talk about how a file actually moves through the Parliament, the Council, and the Commission. He gives boards a realistic read on European political risk: migration, the centre-right and far-right relationship, transatlantic tensions, Ukraine, and the EU’s competitiveness agenda. He is rare on the speaking circuit. Few sitting heads of a major European political family take corporate engagements; access to that vantage point is the offer. He speaks fluent German and English and is comfortable with senior international audiences in either language. Biography highlights President of the European People’s Party since 2022, re-elected for a second term in 2025. Chair of the EPP Group in the European Parliament since 2014, re-elected after the 2024 European elections for a fourth term. Member of the European Parliament for Bavaria since 2004, currently in his fifth parliamentary term. EPP Spitzenkandidat for President of the European Commission in 2019, nominated with 79 percent of the EPP congress vote. Vice-President of the CSU since 2015 and member of the CSU Party Presidency since 2009. Trained as a physical engineer at Munich University of Applied Sciences before entering politics, with prior experience running two companies. Biography The largest political family in Europe is the European People’s Party. Its group in the European Parliament holds more seats than any other, its national affiliates lead governments across the continent, and its members include the President of the European Commission. Manfred Weber leads both the party and the group, a combination of roles few politicians in Brussels have held simultaneously. He has been Chair of the EPP Group in the Parliament since 2014, when he became the youngest group leader in the institution’s history. He was re-elected after the 2024 European elections for his fourth term. In 2022 he was elected President of the EPP, succeeding Donald Tusk, and was re-elected for a second term in 2025. That arc gives him a continuous view of the legislative engine of the EU across more than a decade of crises: the eurozone, migration in 2015 and again now, Brexit, the pandemic, the war in Ukraine, the energy shock, and the competitiveness debate. Before Brussels he trained as a physical engineer at Munich University of Applied Sciences and ran two companies, then entered politics through the Junge Union and the CSU. He became the youngest member of the Bavarian State Parliament in 2002 at the age of 29, and was elected to the European Parliament two years later. He has represented Bavaria continuously since, sitting on the committees that shape constitutional affairs, civil liberties, and home affairs. He negotiated the EU Returns Directive, the first Home Affairs directive adopted under the ordinary legislative procedure. For a corporate audience, the relevant point is not the biography but the vantage point. He is in the room when European policy is decided, and he can explain to a board, in plain terms, what is changing in Brussels, where the political centre is moving, and what that means for the rules companies will be operating under for the next five years. Key speaking topics European political direction and the EU policy agenda EU competitiveness and the regulatory environment Migration policy and border security Transatlantic relations and the war in Ukraine The future of the EU after enlargement Centre-right politics in Europe and the rise of the far right Germany, the CSU, and Berlin’s role in the EU Ideal for CEOs, boards, and government affairs leaders setting Europe strategy Strategy and policy leaders at financial institutions, energy, defence, and industrial firms with material EU exposure Senior leadership teams at multinationals navigating EU regulation on AI, competition, sustainability, and trade Conference programmes and closed-door briefings on European political risk Audience outcomes A clearer read on where the EU is heading on competitiveness, migration, defence, and the green transition A sense of the political map across European capitals and how it constrains or enables the Commission’s agenda A realistic view of the centre-right and far-right dynamic and what it means for stability of EU policy An inside account of how legislation actually moves through Brussels, from someone who has done the deals Sharper questions to put to in-house government affairs and European strategy teams

Why organisations work with Lewis Pugh He has helped secure formal protection for more than two million square kilometres of ocean, including the Ross Sea Marine Protected Area, the largest in the world. That is a track record on environmental policy outcomes very few private-sector advisors or speakers can match. He brings a working maritime lawyer’s grasp of treaty, sovereign negotiation, and multilateral process. His framing of climate and ocean commitments is grounded in how rules actually move, which lands with boards wrestling with regulatory and ESG risk. As the UN’s first Patron of the Oceans, he carries institutional weight inside the system most companies are now being judged against, including UNEP, COP processes, and national governments. He converts physical expeditions into specific decisions about preparation, team selection, and changing course under hostile conditions. Audiences leave with a usable account of how leaders behave when the plan stops working, sourced from the North Pole, Mount Everest, the Red Sea, and Antarctica. Biography highlights UN Patron of the Oceans, appointed by the United Nations Environment Programme in 2013. Founder of The Lewis Pugh Foundation, established in 2015 to drive the creation of Marine Protected Areas worldwide. First person to complete a long-distance swim in every ocean of the world; first across the North Pole, the length of the English Channel, the Red Sea, and around Martha’s Vineyard. Maritime lawyer trained at Jesus College, Cambridge and the University of Cape Town; former practitioner at Ince and Co in the City of London; former Reservist in the British SAS. Author of Achieving the Impossible (Simon and Schuster, 2010) and 21 Yaks and a Speedo (2014); twice a TEDGlobal speaker. Awarded South Africa’s Order of Ikhamanga (Gold Class); named a Young Global Leader by the World Economic Forum; inducted into the International Marathon Swimming Hall of Fame; named a National Geographic Adventurer of the Year. Biography The Ross Sea Marine Protected Area, off Antarctica, is the largest protected ocean reserve on the planet, larger than the United Kingdom, France, Germany, and Italy combined. Lewis Pugh swam in its near-freezing waters in a Speedo to push 25 nations, including Russia, into signing the agreement that created it. Few advocates working on the ocean and climate file have that kind of policy outcome attached to their name. Pugh trained as a maritime lawyer at Jesus College, Cambridge and the University of Cape Town, and practised at Ince and Co in the City of London. During those years he served as a Reservist in the British SAS. The combination matters for the work he now does. The legal training shapes how he reads treaties, jurisdiction, and sovereign behaviour. The military background shapes how he plans expeditions and assembles teams. The endurance swimming is the public-facing instrument that pulls governments to the table. In 2013 the UN appointed him as its first Patron of the Oceans. In 2015 he founded The Lewis Pugh Foundation, dedicated to Marine Protected Areas, the ocean equivalent of national parks. Through that work he has helped secure protection for more than two million square kilometres of marine ecosystem, an area the size of Western Europe, and is campaigning for 30 percent of the world’s oceans to be formally protected by 2030. His books, Achieving the Impossible (Simon and Schuster) and 21 Yaks and a Speedo, sit alongside two TEDGlobal talks that TED’s editors describe as the work of a “master story-teller”. For corporate audiences, the substance is not the swimming. It is the working method behind it: how a small team prepares for hostile conditions, how an advocate moves sovereign signatories, and how leaders decide when to keep going and when to change course. Key speaking topics Ocean and climate policy Sustainability and ESG commitments at board level Marine Protected Areas and treaty negotiation Resilience and leadership in hostile conditions Team preparation and decision-making under pressure Purpose-driven leadership Ideal for Boards and executive teams setting climate, ocean, and ESG strategy Sustainability leaders, chief sustainability officers, and ESG committees Senior leadership offsites focused on resilience, preparation, and decision-making under pressure Public-sector and multilateral audiences working on environment and oceans policy Audience outcomes A clearer view of how high-level environmental commitments are converted into binding agreements and protected areas. A working account of how small teams plan for, and recover from, conditions where the original plan fails. A direct line of sight into the UN, COP, and Marine Protected Area processes that increasingly shape corporate disclosure and risk. A sharper sense of what credible, evidenced advocacy looks like, drawn from named expeditions and named outcomes.

Why organisations work with Lars P Feld He helped design the constitutional framework leaders are now operating under. As an expert to Federalism Commission II in 2007, he contributed directly to the architecture of Germany’s debt brake, and his subsequent empirical work is the standard reference on its effects. He sat at the centre of German economic policymaking for a decade. Ten years on the German Council of Economic Experts, ending as chairman, and then three years as personal advisor to Federal Finance Minister Christian Lindner, give him a working knowledge of how German fiscal decisions actually get made. He brings ordoliberal economics to questions where most macro commentary is purely Keynesian or markets-driven. His co-authored work on ordoliberalism and the eurozone crisis is the reference text for understanding why Berlin negotiates the way it does. His authority is institutional, not media-built. Gustav-Stolper-Prize, Leopoldina membership, Kronberger Kreis, an honorary doctorate from Lucerne and the Friedrich-List-Medal place him in a small group of economists whose published positions move German policy debate. Biography highlights Chair for Economic Policy and Constitutional Economics, Albert-Ludwigs-University of Freiburg, since 2010. President of the Walter Eucken Institute, Freiburg. Member of the German Council of Economic Experts, 2011 to 2021, and chairman in 2020 to 2021. Personal economic policy advisor to Federal Finance Minister Christian Lindner, February 2022 to November 2024. Scientific Advisory Board, Federal Ministry of Finance, since 2003; Minimum Wage Commission member since 2020. Gustav-Stolper-Prize (2021); honorary doctorate, University of Lucerne (2017); Friedrich-List-Medal (2023); member of Leopoldina, Kronberger Kreis and Mont Pelerin Society. Biography Germany rewrote its constitution in 2009 to limit federal borrowing. Feld was one of the academic experts who fed that reform, sitting on Federalism Commission II and arguing the case for a binding fiscal rule. His later empirical work, including a synthetic-control evaluation co-authored with researchers at the Walter Eucken Institute, is now the reference analysis of what the debt brake actually did to German public finances in the decade that followed. That mix of constitutional design and quantitative evaluation runs through his career. From the Chair for Economic Policy and Constitutional Economics in Freiburg, and as President of the Walter Eucken Institute, he works inside the ordoliberal tradition that has shaped how Berlin negotiates inside the eurozone. His co-authored paper on ordoliberalism, pragmatism and the eurozone crisis is one of the more cited explanations of why German positions on Greek debt, Italian deficits and ECB intervention took the shape they did. He has spent a decade in the centre of German policymaking. Ten years on the German Council of Economic Experts, ending as chairman in 2020 to 2021, gave him a direct hand in the Council’s annual reports to the federal government. From February 2022 to November 2024, he served as personal economic policy advisor to Finance Minister Christian Lindner, a role that sits at the intersection of the ministry, the coalition and the Bundesbank. The institutional recognition has followed. The Gustav-Stolper-Prize in 2021, regarded inside the Verein fuer Socialpolitik as the most prestigious German economics award, sits alongside Leopoldina membership, the Kronberger Kreis, the Friedrich-List-Medal and an honorary doctorate from the University of Lucerne. For a boardroom audience trying to understand where German and European fiscal policy is going, he is one of the small number of economists whose published positions still move the debate. Key speaking topics The German debt brake and European fiscal rules Sovereign debt sustainability in the eurozone Ordoliberalism and German economic policy Macroeconomic outlook for Germany and the EU Public finance and federalism Minimum wage policy and labour market regulation The political economy of EU reform Ideal for CFOs, group treasurers and chief economists making capital allocation decisions exposed to eurozone sovereign risk. Bank and asset manager boards with material German or EU government bond exposure. CEOs and strategy leads of industrial groups whose investment cases turn on German fiscal trajectory and energy and infrastructure spending. Policy and government relations leads tracking the German coalition, the EU Stability and Growth Pact, and ECB policy. Audience outcomes A clear read on where the German debt brake debate is heading and what changes are politically feasible. A working model of how Berlin will negotiate inside the EU on fiscal rules, common debt and ECB policy. A sharper view of which sovereign and quasi-sovereign exposures are most sensitive to the next phase of European fiscal reform. An informed account of the ordoliberal tradition behind German policy positions, useful for anyone modelling counterparty or political risk in the eurozone.

Why organisations work with Joseph Stiglitz His Nobel Prize work demonstrated that markets systematically mis-price when participants have unequal access to information – a finding that maps directly onto corporate governance failures, credit risk models, and regulatory blind spots that boards encounter in practice. He is among the very few economists to have held operational control over both US domestic economic policy (Council of Economic Advisers) and global financial architecture (World Bank Chief Economist) – his critique of institutions carries authority because it comes from inside them. The commission he chaired for President Sarkozy in 2008 produced the framework now being advanced by the OECD as a formal alternative to GDP. Organisations engaged in ESG reporting, long-term value creation, and sustainability governance are already operating within the measurement landscape he helped design. The Price of Inequality (2012) and The Road to Freedom (2024) make the specific, evidence-based case that inequality is a structural drag on growth, market stability, and democratic governance – giving senior leaders a rigorous foundation for treating social outcomes as financial risk, not reputational noise. His analysis of globalisation – grounded in direct experience of how the IMF and World Bank made their most consequential decisions – gives organisations operating across emerging markets a more accurate model of where global financial governance fails and why. Biography highlights Nobel Memorial Prize in Economic Sciences (2001), shared with Akerlof and Spence, for the theory of markets with asymmetric information – a finding that reshaped economics and became standard in policy analysis University Professor at Columbia University, the institution’s highest academic rank, with appointments in Economics, SIPA, and Columbia Business School Chair of the US Council of Economic Advisers (1995-97) under President Clinton; Senior Vice President and Chief Economist of the World Bank (1997-2000) Chaired the Commission on the Measurement of Economic Performance and Social Progress (2008-09) at President Sarkozy’s request; published as Mismeasuring Our Lives; continues to chair the successor High-Level Expert Group at the OECD John Bates Clark Medal (1979); more than 40 honorary doctorates, including from Cambridge and Oxford; named by Time as one of the 100 most influential people in the world (2011) Author of more than 10 books for general audiences, including Globalization and Its Discontents (2002), The Price of Inequality (2012), and The Road to Freedom (2024) Lead author of the 1995 IPCC Report, which shared the 2007 Nobel Peace Prize; regular contributor to Project Syndicate; regular coverage in the New York Times, Washington Post, and Guardian Biography The strategic blind spot in most boardrooms is not a lack of data – it is a set of inherited economic assumptions that have been treated as fact. Markets clear. Prices reflect value. Deregulation improves outcomes. Joseph Stiglitz has spent five decades building the evidence against each of these claims, from the insurance market to the credit system to the global financial architecture. His Nobel Prize in 2001 recognised the foundational work. In markets where some participants know more than others, the outcomes that standard models predict do not materialise. Credit gets rationed below efficient levels. Insurance markets produce worse aggregate outcomes than pooling would allow. Labour markets generate unemployment that wage adjustments alone cannot resolve. These are not edge cases – they are the structural features of every market senior leaders navigate. Beyond the academy, Stiglitz has held the positions where those theories met consequences. He served as Chair of the US Council of Economic Advisers under Clinton and as Chief Economist of the World Bank. His subsequent criticism of those institutions – in Globalization and Its Discontents (2002) and The Price of Inequality (2012) – carries weight precisely because it was written by someone who watched the decisions being made. His more recent work extends the argument into measurement and institutional design. The commission he chaired for President Sarkozy produced Mismeasuring Our Lives (2009), a formal challenge to GDP as a reliable indicator of economic and social progress. That work now underpins the OECD’s ongoing effort to develop performance metrics beyond output. His 2024 book, The Road to Freedom, argues that the economic assumptions embedded in most policy and business planning are deliberate choices – with identifiable costs. For organisations navigating inequality risk, regulatory exposure, and ESG pressure, the distinction matters. Key speaking topics Information economics and market failure Economic inequality and structural risk Globalisation and its institutional consequences Beyond-GDP measurement and performance metrics Progressive capitalism and regulatory design Global financial architecture and reform Political economy of growth and distribution Ideal for Boards, CFOs, and chief economists assessing macroeconomic risk and long-term structural exposure Policy-facing organisations, government affairs functions, and institutions engaged in regulatory strategy Organisations navigating ESG, sustainability reporting, and long-term value measurement Financial services and investment institutions operating across global and emerging markets Audience outcomes A clearer understanding of why standard economic metrics – GDP, market efficiency assumptions, deregulation as growth driver – systematically obscure real performance and risk Insight into how information failures produce predictable market outcomes that corporate governance frameworks routinely miss A framework for interpreting the structural forces – inequality, regulatory shift, political backlash against globalisation – now reshaping the operating environment for large organisations Familiarity with the alternative performance metrics emerging from the OECD and the international standards community, and how they apply to strategic decision-making A more accurate model of where global financial governance fails and why – grounded in direct institutional experience at the World Bank and within the US government

Why organisations work with Jonathon Porritt Three decades inside the rooms where government, business, and civil society negotiate climate policy, including nine years chairing the UK Sustainable Development Commission for three prime ministers. Co-founder of Forum for the Future, the consultancy that has worked with Marks & Spencer, Unilever, and other FTSE boards on serious sustainability strategy rather than reporting compliance. Author of Capitalism as if the World Matters, a book that argues capitalism is the only viable vehicle for sustainability and sets out what reshaping it actually demands; cited as a foundational text in corporate sustainability curricula. Independence from any single corporate paymaster; willingness to tell senior teams what their own sustainability advisors will not. A long view that connects climate, biodiversity, inequality, and population; useful for boards trying to understand how environmental risks compound across a strategic horizon. Biography highlights Co-founder and Founder Director of Forum for the Future (1996-2023), one of the world’s leading sustainability charities, with offices in the UK, US, India, and Southeast Asia. Chair of the UK Sustainable Development Commission, 2000-2009, advising the Blair and Brown governments on environmental policy. Director of Friends of the Earth (UK), 1984-1990; former Co-Chair of the UK Green Party. Co-founder of The Prince of Wales’s Business and Sustainability Programme, delivered through the Cambridge Institute for Sustainability Leadership. Author of Hope in Hell (Simon & Schuster, 2020), The World We Made (Phaidon, 2013), and Capitalism as if the World Matters (Earthscan, 2005). CBE for services to environmental protection (2000); Chancellor of Keele University, 2012-2022. Biography The corporate climate agenda has run into its first credibility test. A decade of net-zero pledges, ESG reporting, and sustainability committees has not closed the gap between what boards say and what their capital plans deliver. Porritt has spent his working life inside that gap. He co-founded Forum for the Future in 1996 with Sara Parkin and Paul Ekins, and ran it as Founder Director for nearly thirty years. Forum has worked with Marks & Spencer, Unilever, and other FTSE-100 boards on the harder questions of business model change, not the softer ones of disclosure. Before that, he ran Friends of the Earth (UK) through the late 1980s and co-chaired the Green Party. For nine years he chaired the UK Sustainable Development Commission, advising Tony Blair and Gordon Brown directly. He also co-founded the Prince of Wales’s Business and Sustainability Programme, now part of the Cambridge Institute for Sustainability Leadership, where senior executives go to interrogate their own sustainability strategies. Few people have spent as much time on both sides of that table. His books map the argument. Capitalism as if the World Matters made the case that capitalism is the only viable engine for a sustainable future, and set out the reforms that case requires. The World We Made imagined 2050 as if those reforms had landed. Hope in Hell, written into the climate emergency, is sharper and more impatient. Read together, they explain why he is taken seriously by chief executives and climate activists alike, even when he is telling each of them something they would rather not hear. Key speaking topics Sustainability strategy and ESG governance Climate risk and the energy transition Reforming capitalism for environmental limits Net-zero credibility and corporate accountability Long-term scenario planning and systems change Biodiversity, nature, and business Intergenerational responsibility and the next decade Ideal for Board directors and CEOs reviewing the credibility of their net-zero and ESG commitments Chief Sustainability Officers and ESG leads building serious, board-ready strategy Investor relations and capital allocation teams under increasing scrutiny on transition planning Strategy and risk leaders trying to integrate climate and biodiversity into long-range planning Audience outcomes A clearer reading of where their own organisation’s climate strategy is exposed to investor, regulator, and employee scrutiny A working understanding of what credible, board-level sustainability looks like beyond reporting compliance A sharper sense of how climate, biodiversity, inequality, and capital allocation compound as connected risks Direct, unflattering challenge from someone with no commercial interest in their answer