Geopolitics

Why organisations work with Vítor Constâncio He offers direct insider perspective on ECB monetary policy design and execution across an eight-year term as Vice-President: a vantage point that cannot be replicated by academic analysis or market commentary alone. His active role in building the ECB’s macroprudential governance framework, including the development of its systemic risk indicators (FSRI and CSRI), gives audiences a conceptual map for understanding financial stability risk that goes beyond standard risk management frameworks. His unusual combination of central bank leadership, national finance ministry experience, and private-sector board roles provides a rare triangulation of how monetary, fiscal, and regulatory decisions interact; directly relevant to boards navigating rate cycles, sovereign risk, and banking regulation. Through his Bruegel contributions and MacroViews Substack, he remains an active, citable analyst on current ECB and Fed policy, eurozone fiscal governance, and international financial risk: making his perspective current, not merely historical. For European and internationally exposed organisations, his forensic understanding of euro area crisis mechanics, including Portugal’s €78bn bailout programme, Banking Union design, and Capital Markets Union architecture, offers a level of granularity that generic economic speakers cannot match. Biography highlights Vice-President of the European Central Bank and member of its Executive Board, 2010-2018, selected by Eurozone finance ministers for an eight-year mandate Governor of the Banco de Portugal in two separate terms (1985-86 and 2000-2010); member of the ECB Governing Council throughout the second term Finance Minister of Portugal (1977-78) and Secretary of State for Planning and Budget (1974-76) Secretary-General of Portugal’s Socialist Party (1986-89) and member of the Portuguese Council of State (1995-99) Co-architect of the ECB’s macroprudential governance framework; named author of ECB Occasional Paper on macroprudential policy at the ECB; developer of the ECB’s Financial Stability Risk Index and Cyclical Systemic Risk Indicator Professor at the School of Economics & Business Administration, University of Navarra; President of the School Board, ISEG – Lisbon School of Economics and Management, University of Lisbon Active contributor to Bruegel policy debates; extensive BIS-published speech record; author of MacroViews (Substack), a widely-read publication on monetary policy and European economic governance Biography Central banks rarely advertise the tensions behind their decisions. The trade-offs between price stability and financial stability, the institutional pressures on monetary union governance, the limits of macroprudential tools when the financial cycle turns: these are not visible in official communiqués. They are visible only to those who have sat inside the institution at the moments when those decisions were made. Vítor Constâncio served as Vice-President of the European Central Bank for eight years, from 2010 to 2018, a period that encompassed the eurozone sovereign debt crisis, the design and early operation of the Banking Union, and the gradual construction of a macroprudential policy architecture for the euro area. As a member of the ECB’s Executive Board, he was among the principal architects of the framework that now governs systemic risk oversight across European financial markets; including the ECB’s own Financial Stability Risk Index and Cyclical Systemic Risk Indicator, developed under his leadership. His authority on these questions is grounded in institutional breadth as much as seniority. He served as Governor of the Banco de Portugal across two separate terms, representing Portugal on the ECB Governing Council throughout the second; held senior government roles as Finance Minister and Secretary of State; and served as Executive Director at Banco Português de Investimento with non-executive board exposure to major Portuguese corporates. This layered experience – from national treasury to private board to European monetary authority – gives him a perspective on how macroeconomic policy, financial regulation, and institutional design interact that few practitioners can claim. Since leaving the ECB, Constâncio has remained an analytically active voice. He publishes regularly on monetary policy and eurozone governance through his MacroViews commentary platform and continues to contribute to Bruegel, the leading European economic policy research institution. He teaches banking and financial regulation at the University of Navarra and chairs the school board at ISEG. For organisations seeking clarity on the forces shaping credit conditions, regulatory direction, and European financial architecture, he brings the rarest combination available: the institutional memory of someone at the centre of the decisions, and the continued intellectual engagement of someone who has not stopped thinking about them. Key speaking topics Monetary policy design and the limits of central banking Macroprudential policy and systemic risk frameworks European financial governance and Banking Union architecture Sovereign risk and euro area crisis management Banking regulation and the post-Basel III landscape Capital Markets Union and European financial integration Global macro conditions and the outlook for interest rates Ideal for CFOs, CROs, and board risk committees at banks, insurers, and asset managers navigating rate cycles and regulatory change Investment and treasury leaders requiring granular perspective on ECB and eurozone monetary dynamics Government and supranational policy forums focused on European financial architecture and sovereign risk Executive leadership conferences in financial services where strategic macro context is central to the agenda Audience outcomes A clearer understanding of how macroprudential policy frameworks function and where their limits lie – grounded in the experience of building them Practical perspective on how central bank decisions are actually made: the trade-offs, institutional constraints, and dissenting pressures that official statements do not capture An informed view of the structural risks in European and global financial systems, and the regulatory tools available to address them Greater ability to distinguish signal from noise in central bank communication and monetary policy signalling Context for assessing how eurozone governance, Banking Union architecture, and Capital Markets Union development affect corporate and institutional financial strategy

Why organisations work with Václav Klaus He is the primary architect of the Czech Republic’s post-communist economic transition, not as an external adviser, but as the Finance Minister who designed it, the Prime Minister who implemented it, and the President who observed its long-run consequences. No other figure on the international speaking circuit holds that complete a first-person record of a major market transformation. His sustained, published intellectual case, developed across books including Europe: The Shattering of Illusions and a decade of presidential addresses that EU supranational governance creates structural democratic deficits offers boards a coherent counter-framework to mainstream European institutional narratives. His analysis of the relationship between regulatory ideology and economic freedom, framed from the position of a practising economist who held executive power, gives risk and strategy teams a perspective that is distinct from both academic economics and professional political commentary. As a founding member of the Mont Pelerin Society tradition and a consistent critic of consensus-driven policy, he surfaces the assumptions embedded in mainstream geopolitical and economic risk frameworks, which is precisely what senior decision-makers need when those frameworks are under stress. Biography highlights Second President of the Czech Republic, serving two full terms (2003–2013) First Prime Minister of the independent Czech Republic (1993–1998); previously Prime Minister under the Czechoslovak federation (1992–1993) First non-communist Finance Minister of Czechoslovakia following the Velvet Revolution (1989–1992) Principal co-founder and chairman (1991–2002) of the Civic Democratic Party (ODS), the Czech Republic’s primary centre-right party PhD in Economics, Czech Academy of Sciences; Professor of Finance, University of Economics, Prague Author of more than 30 books, including Blue Planet in Green Shackles (Competitive Enterprise Institute) and Europe: The Shattering of Illusions (Bloomsbury) Contributor to the Financial Times; keynote speaker at the Competitive Enterprise Institute and the National Press Club, Washington D.C. Founder of the Václav Klaus Institute; member of the Mont Pelerin Society Biography The question of how a country transitions from a centrally planned economy to a functioning market, and what that process reveals about the relationship between political institutions, economic policy, and individual freedom, has preoccupied Václav Klaus for his entire career. It is not an abstract question for him. As Czechoslovakia’s first non-communist Finance Minister from 1989, as the Prime Minister who managed the peaceful dissolution of the federation and guided the Czech Republic through its founding years, and as a two-term President, he lived the consequences of every decision he and his colleagues made. His contribution to post-communist economic theory was substantive and contested. The voucher privatisation programme he championed as Prime Minister transferred shares in over 1,800 state enterprises to more than six million Czech citizens in three years: the most radical monetarist reform programme undertaken by any former Comecon state, according to Oxford Reference. The programme’s outcomes – both its achievements and its limitations – remain a core reference point in debates about transition economics and the sequencing of institutional and market reform. Beyond the Czech experience, Klaus has developed a consistent and systematic critique of supranational governance that distinguishes him from most former heads of state on the international circuit. His book Europe: The Shattering of Illusions and his decade of presidential statements argue that the EU’s integration model generates a structural democratic deficit: that decisions affecting citizens are progressively removed from accountable national institutions and transferred to bodies that cannot be held to account through normal democratic mechanisms. This is not a position he arrived at recently; it was central to his resistance to the Lisbon Treaty and to his public intellectual work throughout his presidency. His analytical frame, rooted in the free-market tradition of Hayek and Friedman, positions him as a consistent critic of consensus-driven policy thinking – on European integration, on climate regulation, and on the trade-offs between regulatory ambition and economic freedom. For boards and senior strategy teams working to understand the structural forces behind today’s geopolitical fragmentation, his perspective offers something genuinely scarce: a first-person account of what happens when political institutions, economic doctrine, and sovereign interests collide. Key speaking topics Post-communist economic transformation and market transition National sovereignty and the limits of supranational governance European political and institutional fragmentation Fiscal and monetary policy in practice The political economy of climate and environmental regulation Geopolitical risk and the return of economic nationalism The relationship between political institutions and economic freedom Ideal for Boards and C-suite teams in financial services, energy, and industrial sectors with significant European or Central and Eastern European exposure Government relations, public affairs, and policy teams navigating regulatory and geopolitical risk Senior strategy and scenario planning functions working on European institutional risk Organisations convening executive or leadership audiences on geopolitics, sovereign risk, or the future of the multilateral economic order Audience outcomes A first-hand, practitioner-level account of how post-communist economic transformation was designed and executed – including what worked, what did not, and what the trade-offs reveal about sequencing institutional and market reform A developed analytical framework for understanding the structural tensions between national sovereignty and supranational governance, grounded in lived political experience rather than theoretical modelling A counter-perspective to mainstream consensus on European institutional development – useful for stress-testing assumptions embedded in geopolitical risk and scenario planning work Greater clarity on the political and ideological drivers behind regulatory trends in climate, energy, and fiscal policy, framed through the lens of economic freedom and democratic accountability Historical and structural context for the fragmentation currently visible in European and global governance, from a figure who anticipated and publicly argued for its likelihood

Why organisations work with Tim Sebastian Most geopolitical commentary tells leaders what to think. Sebastian built his career on asking the questions political leaders didn’t prepare for – and brings that same interrogative discipline, along with the preparation that goes with it, directly into corporate forums. As founder of both The Doha Debates (BBC World News, 2004–2012) and The New Arab Debates (Deutsche Welle, 2011–2015), he designed and chaired globally broadcast forums on the most contested political and social issues of those years – a structural model directly applicable to executive events dealing with divided stakeholder views. His field experience – covering the Solidarity revolution in Warsaw, reporting from Moscow until the Soviet authorities expelled him in 1985, then Washington through the end of the Cold War – means his reading of political risk is grounded in how authoritarian and transitional political systems actually behave, not in how they present themselves. Where panels typically produce managed consensus, Sebastian’s approach – documented in testimonials from the World Bank, the Open Government Partnership Global Summit, and the Sharjah International Government Communications Forum – consistently surfaces real disagreement and genuine answers from senior participants. Biography highlights Original presenter of HARDtalk, BBC World, March 1997 to March 2007; subjects included US Presidents Clinton, Carter and Trump, Mikhail Gorbachev, Lee Kuan Yew, and Archbishop Desmond Tutu Founder and chairman of The Doha Debates (Qatar Foundation / BBC World News, 2004–2012) – the highest-rated weekend programme on BBC World News during its run Founder of The New Arab Debates (Deutsche Welle, 2011–2015); currently hosts Conflict Zone, Deutsche Welle’s flagship political interview programme BBC foreign correspondent in Warsaw (covering the Solidarity revolution), Moscow and Washington; expelled from the USSR by Soviet authorities in 1985 BAFTA Richard Dimbleby Award (1981); Royal Television Society Television Journalist of the Year (1982); RTS Interviewer of the Year (2000 and 2001) BA Honours, Modern Languages, New College Oxford; Fellow Commoner, Corpus Christi College Cambridge, 2015–16 Author of eight novels and two non-fiction books; contributor to the Mail on Sunday, Sunday Times and New York Times Biography Political leaders rarely say what they mean in public. The gap between declared position and actual intent is where strategic risk lives – and where most corporate scenario-planning stops. Tim Sebastian has spent four decades on the other side of that gap. As the original presenter of HARDtalk from 1997 to 2007, Sebastian established the template for rigorous political accountability on international television. His subjects included Bill Clinton, Mikhail Gorbachev, Lee Kuan Yew and Archbishop Desmond Tutu. The preparation was meticulous. The questions were the ones nobody else was asking. Before the studios, there was the field. Sebastian reported for the BBC from Warsaw during the Solidarity revolution, was stationed in Moscow until Soviet authorities expelled him in 1985, and covered Washington through the final years of the Cold War. That direct experience of political systems under pressure – their vulnerabilities, their rhetorical strategies, their relationship to transparency – underpins everything he subsequently built. In 2004, he founded The Doha Debates under the Qatar Foundation: a globally broadcast forum for contested political and social issues that became the highest-rated weekend programme on BBC World News. When the Arab Spring began in 2011, he launched The New Arab Debates in Egypt, Tunisia and Jordan. For organisations navigating politically complex strategy across markets where regulatory intent, diplomatic tension and conflict risk are live variables, Sebastian’s value is structural as much as analytical. He knows how leaders behave when held to account in public. He knows how to design forums that produce real answers rather than prepared ones. He currently hosts Conflict Zone on Deutsche Welle, and has moderated major events for the World Bank, the Open Government Partnership and the Sharjah International Government Communications Forum. Key speaking topics Geopolitical risk and international affairs Political leadership and accountability Structured debate and forum design Conflict, diplomacy and international security The Middle East and Arab world politics Global power dynamics and strategic risk Media scrutiny and leadership communication Ideal for Senior leadership and board-level conferences where geopolitical context is central to strategy Government, policy and international affairs audiences Organisations operating in or expanding into politically complex or high-risk markets Events requiring a moderator for high-stakes, multi-stakeholder panels or debates Audience outcomes A clearer framework for reading political intent behind public positions – from governments, regulators and international actors Direct exposure to how political leaders respond under structured, uncompromising questioning – and what that reveals about how decisions are actually made Practical understanding of how structured debate can surface genuine strategic disagreement rather than managed consensus Greater confidence in treating geopolitical risk as a board-level strategic variable, with tools for interrogating it rather than simply monitoring it

Why organisations work with Tim Bouverie A prize-winning historian whose two books, Appeasing Hitler and the Duff Cooper Prize-winning Allies at War, sit on exactly the questions boards now face: when to confront, when to compromise, and how to hold a fragile coalition together. Trained as a political journalist at Channel 4 News under Michael Crick, so the material is delivered as argument and narrative, not lecture. Brings a specific, named angle on negotiation: the Big Three at Tehran and Yalta as a working case study for M&A, joint ventures and competitive collaboration. Comfortable in serious rooms. Has interviewed George Osborne, Peter Mandelson and Alan Johnson on stage at the Chalke Valley History Festival, and lectures regularly across the UK and US, including at the Hoover Institution. An Oxford-trained historian (Christ Church, Alistair Horne Fellow at St Antony’s) whose readership includes Max Hastings, Antony Beevor and Margaret MacMillan, all of whom have publicly endorsed the work. Biography highlights Author of Appeasing Hitler: Chamberlain, Churchill and the Road to War (Bodley Head, 2019), Sunday Times bestseller, Orwell Prize shortlist. Author of Allies at War: The Politics of Defeating Hitler (Bodley Head), winner of the 2026 Pol Roger Duff Cooper Prize. Christ Church, Oxford. 2020-21 Alistair Horne Visiting Fellow, St Antony’s College, Oxford. Political journalist at Channel 4 News, 2013-2017, working with Michael Crick on Dispatches and covering two general elections, the Scottish referendum and the EU referendum. Regular contributor of book reviews on history and politics to the Spectator, the Observer and the Daily Telegraph. Speaker and interviewer at the Chalke Valley History Festival and at the Hoover Institution, with public sessions alongside George Osborne, Peter Mandelson and Alan Johnson. Biography The diplomatic record of the 1930s is one of the best-documented examples of senior decision-makers misreading a hostile counterparty. It is also one of the most relevant to today’s boardroom. Tim Bouverie’s first book, Appeasing Hitler, took that record apart in detail, working from cabinet papers, private diaries and Foreign Office files to show how a generation of competent, well-informed leaders talked themselves into a strategic disaster. The book became a Sunday Times bestseller and was shortlisted for the Orwell Prize. His second, Allies at War: The Politics of Defeating Hitler, drew on more than a hundred archives to reconstruct the Roosevelt-Churchill-Stalin coalition as the brittle, mistrustful negotiation it actually was. It won the 2026 Pol Roger Duff Cooper Prize, one of the most credited awards in narrative non-fiction. The training behind the work matters to a corporate audience. Bouverie read history at Christ Church, Oxford, and held the 2020-21 Alistair Horne Visiting Fellowship at St Antony’s College. Before the books, he spent four and a half years as a political journalist at Channel 4 News, working with Michael Crick across two general elections and the Scottish and EU referendums. The combination shows up in the keynotes: archival depth, delivered with a working journalist’s instinct for argument. On stage he is a fluent interviewer as well as a lecturer, having questioned George Osborne, Peter Mandelson and Alan Johnson at the Chalke Valley History Festival, and presented at the Hoover Institution and at festivals across the United States. The signature talks pull directly from the books: appeasement as a study in strategic miscalculation, and the Big Three as a working manual on how to negotiate inside an alliance you cannot afford to walk away from. Key speaking topics Lessons from appeasement and strategic miscalculation Alliance management and coalition negotiation Leadership decisions under geopolitical pressure Diplomatic history of the Second World War The fragility of the rules-based order Negotiation in M&A, joint ventures and competitive collaboration Narrative history and archival research Ideal for Board and ExCo offsites focused on geopolitical risk and long-horizon strategy CEO and senior leadership audiences negotiating major partnerships, alliances or M&A Heads of strategy, government affairs and corporate affairs working on sanctions, China exposure and political risk After-dinner audiences at industry conferences where intellectual seriousness is part of the brief Audience outcomes A sharper read on how senior leaders misjudge hostile counterparties, with named historical examples that stick. Specific lessons from the Roosevelt-Churchill-Stalin alliance applicable to coalition negotiations today. A historical frame for current debates on the rules-based order, sanctions and Western unity that goes beyond the news cycle. A model for how to use evidence and narrative together when communicating high-stakes decisions internally.

Why organisations work with Steven Sitao Xu A working chief economist at a Big Four firm in China, briefing on the same data, policy reads and forecasts that Deloitte uses with its own clients, not a retired view from outside. Two careers’ worth of forecasting: a decade running China forecasting at the Economist Intelligence Unit, then more than a decade as Chief Economist of Deloitte China. Prior roles as Chief Economist for Asia at Societe Generale and Head of Economics at ICBC (Asia) give a markets-side reading that translates directly to CFO and treasury audiences. Used as a regular China commentator by CNBC, Bloomberg, CCTV, the Financial Times and YaleGlobal Online; the same voice editors trust on a deadline. A visiting scholar appointment at Stanford’s Hoover Institution and a guest professorship at Tsinghua School of Economics and Management; the international and domestic Chinese reads of the same economy. Biography highlights Chief Economist and Partner, Deloitte China. Former Chief Representative in China and forecasting director, Economist Intelligence Unit, The Economist Group. Former Chief Economist for Asia at Societe Generale; former Head of Economics at ICBC (Asia). Visiting Scholar, Hoover Institution, Stanford University; guest professor at Tsinghua School of Economics and Management. Regular contributor on CNBC, Bloomberg, CCTV; bylines in the Financial Times, Asian Wall Street Journal, YaleGlobal Online, Caijing, Caixin and 21st Century Business Herald. Education: Peking University (BA Economics), University of Connecticut (MA Economics), Boston College (MS Finance). Biography China is the single largest variable on most large boards’ five-year planning grids, and the data on it is contested. Official statistics, financial-market signals and policy direction often point in different directions in the same quarter. Boards need someone who can hold all three at once and translate them into operating implications. Steven Sitao Xu does that work day to day. As Chief Economist of Deloitte China, he leads the firm’s economic and industry research and is the voice Deloitte’s own clients hear when they want a calibrated read on Chinese growth, monetary policy and sectoral risk. The role sits inside live client decisions, not on a podium. The path to it was unusual in its breadth. Xu spent a decade as forecasting director of the Economist Intelligence Unit in China and Chief Representative for The Economist Group, before which he ran Asia economics for Societe Generale and headed economics at ICBC (Asia). That sequence gave him the editorial and the markets ear in the same career, which is why CNBC, Bloomberg, the Financial Times and CCTV come back to him for live commentary. His academic anchors connect both sides of the conversation: a visiting scholar appointment at Stanford’s Hoover Institution and a guest professorship at Tsinghua’s School of Economics and Management. The result is a speaker who can sit with a CFO on currency exposure, a strategy team on consumer demand, and a board on the geopolitics behind both, without changing register. Key speaking topics China macro outlook and policy direction Chinese financial markets and currency Geopolitics and US-China economic relations Asia-Pacific economic trends Consumer and structural shifts in the Chinese economy Implications of Chinese policy for multinational strategy Ideal for Boards and executive committees of multinationals with material China revenue or supply exposure CFOs, treasurers and capital allocation committees pricing China risk Strategy and corporate development leaders evaluating China entry, scaling or exit Investor and partner conferences in financial services, manufacturing and consumer sectors Audience outcomes A current read on China’s growth trajectory, policy stance and financial-market signals from a working Big Four chief economist A clearer view of where official Chinese statistics, market pricing and policy intent agree and where they do not A framework for translating Chinese macro and policy moves into specific implications for revenue, supply chain and capital decisions An informed perspective on US-China economic friction and what it means operationally for non-Chinese firms

Key speaking topics UK politics and government Political leadership and prime ministerial power Electoral dynamics and party politics Outsider movements and political disruption Media and political communication Contemporary political turning points Ideal for Corporate leadership teams Financial and professional services audiences Policy and public affairs professionals Conference audiences seeking political insight Audience outcomes Clear understanding of current UK political dynamics Insight into leadership under political pressure Context for major political turning points and decisions Greater clarity on how party politics shapes policy direction Why organisations work with Steve Richards Deep experience across print and broadcast political journalism. First-hand insight from interviewing senior UK political figures. Authoritative analysis grounded in published research and books. Ability to translate complex political developments into clear, structured insight for business audiences. Biography Steve Richards is one of the UK’s most experienced political journalists and broadcasters, providing clear, structured insight into the forces shaping British politics and leadership. His analysis draws on decades of frontline reporting and senior editorial roles across national media. He has worked as a BBC political correspondent and later served as Political Editor of the New Statesman, as well as Chief Political Commentator at The Independent. Alongside his print journalism, he presents BBC Radio 4’s Week in Westminster and has appeared across major UK political programmes. Richards is also the creator and host of Rock ’n’ Roll Politics, a live show and podcast examining contemporary political developments. Through this platform and his wider broadcasting work, he translates complex political dynamics into accessible, informed commentary. As an author, he has written extensively on modern British politics and leadership. His books include Whatever it Takes, The Rise of the Outsiders, The Prime Ministers, The Prime Ministers We Never Had, and Turning Points, each exploring power, political change and the pressures facing those at the top of government. For senior leadership teams, financial and professional services audiences, and public sector organisations, Richards provides context, clarity and informed analysis on political risk, leadership under pressure and the structural shifts reshaping UK politics.

Why organisations work with Stephen Sackur Access to a perspective built across nearly four decades of frontline reporting, from the Gulf War and the fall of the Berlin Wall to two decades of adversarial interviews with presidents, prime ministers, and heads of international institutions, that cannot be replicated by analysts working from secondary sources. A forensic, barristerial framework for examining how leaders think and deflect under pressure, drawn from nearly 20 years presenting HARDtalk to audiences in over 200 countries, that translates directly into sharper boardroom questioning and more rigorous scenario analysis. Timely relevance: his forthcoming book Hard Truth (Headline Press, 2026) addresses disinformation, authoritarian political power, and the fight to preserve truth-telling institutions, the precise threats organisations are being asked to assess and respond to now. The ability to moderate high-stakes discussions at board or senior leadership level with the structural discipline of a trained interviewer, not merely facilitating, but drawing out what participants actually believe rather than what they intend to say. Credibility built through direct engagement with the figures who shape geopolitical risk, including Hugo Chávez, Alexei Navalny, Emmanuel Macron, Christine Lagarde, and Bill Clinton, giving his analysis a texture that is absent from most expert commentary. Biography highlights Presented BBC HARDtalk for 19 years (2005–2025), conducting in-depth accountability interviews with heads of state and global leaders broadcast across more than 200 countries 15 years as a BBC foreign correspondent, based in Cairo, Jerusalem, Brussels, and Washington DC; covered the Gulf War, the fall of the Berlin Wall, the assassination of Yitzhak Rabin, the Clinton-Lewinsky scandal, and 9/11 First correspondent to report the mass killing on the Basra road at the end of the Gulf War; author of On the Basra Road (1991), named a Spectator Book of the Year Named International TV Personality of the Year (Television) by the Association for International Broadcasting, 2010; nominated Speech Broadcaster of the Year, Sony Radio Awards, 2013 Honorary Doctorate, University of Warwick (2018); Henry Fellow, John F. Kennedy School of Government, Harvard University; BA History (Hons), Emmanuel College, Cambridge Contributor to The Observer, London Review of Books, New Statesman, The Guardian, and The Daily Telegraph; currently presenter of The Times at One, Times Radio Under contract with Headline Press for Hard Truth: 10 Investigations That Shook the World – and Why They Matter Now (due September 2026) Biography When organisations need to understand how geopolitical risk is constructed as the product of decisions made by identifiable people operating under specific pressures, they are looking for something that most commentary cannot supply: direct, structured, adversarial engagement with the people who make those decisions. That is the experience Stephen Sackur brings. As the presenter of BBC HARDtalk from 2005 to 2025, Sackur conducted in-depth accountability interviews with figures including Hugo Chávez, Emmanuel Macron, Alexei Navalny, Christine Lagarde, and Bill Clinton that reached audiences across more than 200 countries. The programme’s defining characteristic was not access but interrogation: a forensic, evidence-based questioning method that was designed to surface what leaders believe rather than what they wish to project. Over nearly two decades, this produced an unusually detailed map of how power operates, deflects, and occasionally fractures under scrutiny. Before HARDtalk, Sackur spent 15 years as a BBC foreign correspondent in Cairo, Jerusalem, Brussels, and Washington DC. He reported on the Gulf War, the Velvet Revolution, the collapse of the peace process in the Middle East, and the political crises of the Clinton era. His 1991 book On the Basra Road, which emerged from being the first correspondent to report the mass killing of retreating Iraqi forces at the end of the Gulf War, was named a Spectator Book of the Year and established the analytical seriousness that has characterised his work since. His forthcoming book Hard Truth: 10 Investigations That Shook the World – and Why They Matter Now (Headline Press, September 2026) makes the case for investigative journalism as a democratic safeguard against disinformation, authoritarian capture, and institutional erosion. Educated at Emmanuel College, Cambridge, and Harvard’s Kennedy School of Government, Sackur now presents The Times at One on Times Radio and works regularly with international forums and senior leadership audiences as a moderator and speaker on geopolitics, accountability, and the anatomy of power. Key speaking topics Geopolitics and global power dynamics Political risk and democratic accountability Leadership under pressure and public scrutiny The media’s role in holding institutions to account Disinformation and the future of truth-telling High-stakes questioning and structured decision-making International affairs: Middle East, US politics, European security Ideal for Boards and C-suite leadership teams seeking structured geopolitical context rather than generic risk briefings Risk, strategy, and government affairs functions in international financial services, energy, and professional services firms Senior leadership conferences where geopolitical volatility, democratic risk, or institutional trust is on the agenda Organisations seeking a high-calibre moderator for multi-stakeholder panels on international affairs or governance Audience outcomes A clearer framework for distinguishing genuine geopolitical signal from media and political noise Insight into how senior political leaders actually think and behave when their positions are challenged, and what that reveals about institutional resilience A more rigorous vocabulary for assessing democratic risk, disinformation threats, and the erosion of accountability structures that underpin stable operating environments Practical understanding of how adversarial questioning works as a leadership and governance tool, applicable to board effectiveness, media engagement, and stakeholder management A grounded, non-sensationalised view of geopolitical risk derived from direct engagement with many of the figures who have shaped it

Why organisations work with Stephen Roach His false narratives framework, argued across two Yale University Press books and cited by senior Financial Times columnists Martin Wolf, Gillian Tett, and Rana Foroohar, as well as multiple Nobel laureates in economics, gives leaders a forensically grounded alternative to the prevailing decoupling consensus. Three decades as Morgan Stanley’s Chief Economist and then Chairman of its Asia operations means he has spent equal time analysing the US macro economy and operating inside Asian financial markets: a bilateral vantage point that most China analysts or US economists hold separately, not together. His analysis attributes much of the US-China conflict to domestic failures on both sides – America’s savings shortfall, China’s failed economic rebalancing – rather than to strategic malice. This reframes the risk calculus for leaders making long-term decisions about market exposure and technology strategy. As a monthly columnist for Project Syndicate and an active commentator on current US-China developments, he tracks the relationship in real time, not from a static academic framework. He was among the earliest economists identified as having predicted the structural conditions leading to the 2008 financial crisis – a forecasting record that lends credibility to his current warnings about the misread trajectory of US-China conflict escalation. Biography highlights Senior Research Scholar, Paul Tsai China Center, Yale Law School; formerly Senior Fellow, Yale Jackson Institute for Global Affairs (2010–2022) and Senior Lecturer, Yale School of Management Chief Economist, Morgan Stanley (from 1982), heading a global team across New York, London, Tokyo, Hong Kong, Singapore, and Paris; Chairman, Morgan Stanley Asia (2007–2010), based in Hong Kong Research staff, Federal Reserve Board; Research Fellow, Brookings Institution Author of Accidental Conflict: America, China, and the Clash of False Narratives (Yale University Press, 2022) – Financial Times Best Book of the Year: Economics; endorsed by Nobel laureates Robert Shiller and Robert Engle Author of Unbalanced: The Codependency of America and China (Yale University Press, 2014) and The Next Asia (Wiley, 2009) Monthly columnist, Project Syndicate; Member, Council on Foreign Relations PhD in Economics, New York University Biography The US-China relationship is the most consequential and most misread economic partnership of the 21st century. Most boardroom analysis of the conflict treats it as a zero-sum structural rivalry between two incompatible powers. Stephen Roach’s argument is more uncomfortable: much of the conflict is self-inflicted, driven not by genuine strategic incompatibility but by false narratives that each nation has constructed to deflect accountability for its own economic shortcomings. That argument is made with unusual authority. Roach spent thirty years at Morgan Stanley, first as Chief Economist leading a global team across six major financial centres, then as Chairman of Morgan Stanley Asia, where he worked directly with governments, financial institutions, and multinationals operating at the intersection of the two economies. When he joined Yale in 2010, first at the Jackson Institute for Global Affairs and subsequently at Yale Law School’s Paul Tsai China Center, he brought that bilateral operating experience into academic research and graduate teaching, developing courses including «The Next China» and «The Lessons of Japan.» His two Yale University Press books make a cumulative argument. Unbalanced (2014) identified the structural codependency binding the two economies. Accidental Conflict (2022), named a Financial Times Best Book of the Year in Economics, diagnosed the false narratives on both sides now pushing that codependency toward confrontation. The analysis drew endorsements from Nobel laureates Robert Shiller and Robert Engle, and was reviewed by Financial Times senior columnists Martin Wolf, Gillian Tett, and Rana Foroohar. For boards making consequential decisions about market exposure, supply chain configuration, and technology strategy, the practical question is not which side of the conflict to believe. It is whether the conflict they are planning for is the conflict that actually exists. Key speaking topics US-China economic and geopolitical relations Global macroeconomic risk and policy Trade conflict and the structural limits of decoupling Asian economies and market dynamics False narratives and strategic misperception International trade and globalisation US savings, fiscal imbalance, and structural economic vulnerability Ideal for Boards and executive committees with material exposure to US or China market risk CFOs, Chief Risk Officers, and heads of strategy in global financial services, technology, and industrial manufacturing Government, diplomatic, and policy audiences engaged in trade, investment, or security posture toward China Investment management firms and sovereign wealth funds requiring a rigorous bilateral economic framework for allocation decisions Audience outcomes A structured framework for separating the rhetoric driving US-China conflict from the underlying structural economic forces that actually shape it Sharper clarity on what decoupling, reshoring, and geopolitical hedging strategies address – and what they leave unexamined A more rigorous basis for assessing China-related risk in capital allocation, supply chain design, and technology partnership decisions Exposure to a track record of independent, contrarian macroeconomic forecasting, including early identification of conditions leading to the 2008 financial crisis Greater confidence in framing the US-China trajectory for boards, investors, and senior stakeholders

Why organisations work with Stephane Garelli He created the IMD World Competitiveness Yearbook in 1989, the reference benchmark used by governments and multinationals for more than three decades. When he interprets a country’s position, he is the source, not a commentator on the source. His 2025 book World Competitiveness: Rewriting the Rules of Global Prosperity (Wiley) is the first sustained reframing of his own thesis for the post-globalisation era, which gives boards a coherent argument for capital allocation under fragmentation rather than a list of risks. Thirteen years running the World Economic Forum and the Davos Annual Meetings, plus twelve years advising the European management of Hewlett-Packard, mean his counsel is informed by how senior executives and heads of state actually decide, not how they describe themselves on stage. His positions at IMD and the University of Lausanne, alongside long board service at Sandoz Financial and Banking Holding and Le Temps, place him at the intersection of academic originality and Swiss-grade institutional discipline, an unusual combination among economic speakers. Biography highlights Founder of the IMD World Competitiveness Center and creator of the IMD World Competitiveness Yearbook, the leading annual ranking of national competitiveness since 1989. Professor Emeritus of World Competitiveness at IMD Business School and Professor Emeritus at the University of Lausanne. Former Managing Director of the World Economic Forum and the Davos Annual Meetings for 13 years. Author of Top Class Competitors (Wiley) and World Competitiveness: Rewriting the Rules of Global Prosperity (Wiley, 2025). Former Chairman of FF Sandoz Financial and Banking Holding and long-tenured Chairman of Le Temps, the leading French-language Swiss newspaper. Member of the International Olympic Committee Commission on Sustainability and Legacy, chaired by Prince Albert of Monaco. Biography Most economic commentary on the new global order describes the symptoms. Garelli wrote the underlying framework. In 1989, he founded the IMD World Competitiveness Center and created the World Competitiveness Yearbook, the first systematic annual ranking of how nations build and sustain prosperity. The Yearbook now benchmarks more than sixty economies across hundreds of indicators and remains the reference governments and multinationals reach for when they want to know where a country actually stands. His 2025 book, World Competitiveness: Rewriting the Rules of Global Prosperity, published by Wiley, extends that work into the period after the “golden era of globalization”, the four decades from China’s 1978 opening to the COVID shock. The argument is that the world will remain global but no longer united, and that competitiveness now has to be rebuilt around bloc-level alignment, industrial policy, and resilience rather than open markets. For boards setting capital allocation under sanctions, tariffs, and supply chain rewiring, this is operating guidance, not theory. The institutional spine behind the work is unusual. Thirteen years as Managing Director of the World Economic Forum and the Davos Annual Meetings, twelve years as permanent senior adviser to the European management of Hewlett-Packard, and chairmanship of FF Sandoz Financial and Banking Holding and of Le Temps, the leading French-language Swiss newspaper. He has sat on the IOC Commission on Sustainability and Legacy chaired by Prince Albert of Monaco. He has held faculty positions at IMD and the University of Lausanne, where he is Professor Emeritus at both. The credentials matter because the analysis is informed by how senior leaders actually decide, not how they describe their decisions in retrospect. The earlier Wiley book, Top Class Competitors, defined competitiveness as the ability to manage a set of disparate competencies, including education, security, brand, and individual reinvention, to achieve prosperity. The 2025 work argues that the components have changed but the discipline has not. Key speaking topics World competitiveness in a fragmented global economy The end of the golden era of globalisation National strategy under bloc-level alignment Enterprise competitiveness and value chain reconfiguration Capital allocation and country selection under fragmentation The competitiveness implications of industrial policy Ideal for Boards and executive committees rewriting global strategy under sanctions, tariffs, and bloc-level alignment. CFOs, CSOs, and corporate development leaders making country-level capital allocation decisions. Government, sovereign, and policy audiences benchmarking national competitiveness against credible peers. Senior leadership offsites where the agenda turns on what comes after the open-markets era. Audience outcomes A working frame for what competitiveness now means when blocs, not markets, set the rules. Sharper questions for the board on country exposure, supply chain dependence, and capital allocation under fragmentation. A clearer read on how industrial policy, sanctions, and multi-alignment strategies are reshaping where prosperity now accrues. The vocabulary and evidence base of the IMD World Competitiveness Yearbook applied directly to the audience’s strategic situation.

Why organisations work with Sohail Rahman More than 30 years across ITV, Granada, BBC, Channel 4, CNN and Al Jazeera English, which is a breadth of senior broadcast experience most corporate hosts cannot match. He was part of the original on-screen launch line-up for Al Jazeera English in 2005 and has anchored from Doha for two decades, giving him recognised standing across the Middle East, South Asia and Asia-Pacific. His correspondent postings in New Delhi and Kuala Lumpur were not studio work. They included access to places most correspondents do not reach, including North-West Pakistan’s tribal areas, which gives his geopolitical material front-line credibility. The awards record is specific: Royal Television Society Best Television Presenter in 2003 and a USA TV Emmy nomination for the Nepal Earthquake coverage. These are external markers of presentation quality rather than vanity listings. Fluency in five South Asian languages in addition to English makes him unusually useful for events in South Asia, GCC and South-East Asia where a host who understands cultural nuance materially affects how the room receives the content. Biography highlights Main presenter, Al Jazeera English, Doha; part of the 2005 on-screen launch line-up Former Al Jazeera Senior Correspondent for South Asia (New Delhi) and Asia Pacific (Kuala Lumpur) Previous networks include ITV, ITV Granada, BBC, Channel 4 and CNN Royal Television Society Best Television Presenter Award (2003); USA TV Emmy nomination for Nepal Earthquake coverage First British Muslim man to present ITV National News and ITV Granada regional news Fluent in five South Asian languages and English Biography Al Jazeera English went on air in 2005 as one of the most ambitious international news launches in a generation, and Sohail Rahman was part of the original on-screen team. Two decades later he remains a main anchor at the network’s Doha headquarters, having also spent postings as Senior Correspondent for South Asia from New Delhi and for Asia Pacific from Kuala Lumpur. The roles put him directly into the stories that now frame international business risk, from Asian elections and natural disasters to conflict on the Afghan-Pakistan border. His earlier career sits with the UK networks. More than 30 years across ITV, Granada, BBC, Channel 4 and CNN include a period as an ITV national news presenter, where he was the first British Muslim man to hold the role, and earlier Granada regional news anchoring. In 2003 he won the Royal Television Society’s Best Television Presenter Award for his ITV work. He later received a USA TV Emmy nomination for his coverage of the Nepal Earthquake. The correspondent experience is specific rather than general. He was one of the few international reporters granted access to North-West Pakistan’s tribal areas, including Swat, and filed on militancy and governance from those regions at a time when few Western broadcasters could. Fluency in five South Asian languages means his reporting and hosting in the region is not mediated through translators, which in turn gives him a register that regional audiences recognise as genuine. For international conferences, GCC summits, South Asian business events and investor-facing programmes with Asia or Middle East exposure, Rahman brings the combination most organisers actually want: a recognised Al Jazeera anchor, a Royal Television Society award holder, and a correspondent who has filed from the places the audience is otherwise only reading about. He is used for main-stage moderation, awards hosting, MC work and keynote interviews. Key speaking topics Middle East and Gulf geopolitics South Asian and Asia-Pacific current affairs International business, economics and global markets Media, journalism and cross-cultural communication Muslim representation and identity in Western media Hosting, moderating and awards MC craft Ideal for GCC, Middle East and Asia-based conferences, investor days and trade summits International awards and industry events needing a globally recognised anchor as host Corporate off-sites, client events and fireside interviews focused on Middle East and Asia risk Cultural, faith and representation events where a senior British Muslim broadcaster’s voice is relevant Audience outcomes A sharper read on Middle East and Asian geopolitics delivered by a serving Al Jazeera anchor Sessions that move from prepared remarks into genuine interview under a broadcast-grade host Specific front-line reference cases from South Asia, Asia Pacific and the tribal areas of Pakistan A host who can move credibly between English and South Asian languages in mixed international rooms

Why organisations work with Sławomir Sierakowski His argument that Eastern European populism is rooted in post-communist institutional weakness – not economic grievance – gives organisations a structural framework for market risk that standard political analysis does not provide. As founder of Krytyka Polityczna since 2002, he built and led the largest intellectual and civic network in Central and Eastern Europe; his intelligence on how political and social forces actually operate in the region is embedded, not desk-based. His current Senior Fellow role at the DGAP Europe Center, combined with his monthly Project Syndicate column and contributions to the FT, Foreign Policy, and Le Monde, puts him at the intersection of live policy debate and long-form analytical rigour: an unusual combination for a single voice. As Head of the Program Board of Impact CEE – Central and Eastern Europe’s largest leadership conference, drawing 8,000 participants and 700 speakers – he sits at the organisational intersection of business, policy, and intellectual life in the region. He is one of the few analysts who can position a single election result, a court ruling, or a Kremlin provocation within the deeper sociological argument, making his briefings more durable than a news cycle. Biography highlights Founder and editor-in-chief of Krytyka Polityczna (Political Critique), established 2002: the largest intellectual and civic movement in Central and Eastern Europe, with branches in Ukraine and Germany Senior Fellow, DGAP Europe Center (German Council on Foreign Relations), Berlin: Europe’s equivalent of Chatham House or the Council on Foreign Relations Monthly columnist for Project Syndicate; contributing author to The New York Times (since 2013); regular contributor to the Financial Times, Foreign Policy, The Guardian, Die Zeit, Le Monde, El País, and Haaretz Head of the Program Board, Impact CEE, Central and Eastern Europe’s largest innovation and leadership conference Former Director, Institute for Advanced Studies in Warsaw Fellowships from Yale, Princeton, Harvard, the German Marshall Fund, IWM Vienna, Mercator Stiftung, and the Bosch Academy Contributor to the Journal of Democracy and the New York Review of Books Biography Most Western organisations treat European political risk as a single problem. Sławomir Sierakowski has spent two decades arguing that it is not. Central and Eastern Europe operates under different political logic: weak institutional checks, middle-class populist majorities, and a post-communist legacy that renders standard Western analytical models unreliable. Sierakowski is the founder of Krytyka Polityczna, the intellectual and civic movement he launched in Warsaw in 2002, which grew into the largest network of liberal intellectuals, artists, and activists in the region. The movement was built on the argument that cultural and political analysis had to be integrated, not separated. And it produced a body of public debate that placed Sierakowski at the centre of European civic life for more than two decades. His current work as a Senior Fellow at the German Council on Foreign Relations’ Europe Center, combined with his long-running monthly column for Project Syndicate and regular contributions to the Financial Times, Le Monde, and Foreign Policy, keeps that analysis close to the decision-making environments where it matters. As Head of the Program Board of Impact CEE – a conference that brings together 8,000 business leaders, policymakers, and academics annually – he also operates at the precise intersection where political intelligence reaches commercial leadership. The result is a perspective that is neither purely academic nor purely journalistic. Sierakowski reads what is happening in Warsaw, Budapest, or Bucharest not as news, but as evidence for structural arguments about where European democracy is going, and what that means for the organisations that have to operate within it. Key speaking topics Populism and democratic erosion in Europe Central and Eastern European politics and institutions European geopolitical risk EU cohesion, enlargement, and strategic autonomy Russia, Ukraine, and European security Political risk and its implications for business strategy The divergence between Western and Eastern European political cultures Ideal for Strategy, risk, and government affairs teams at multinational organisations with operations or investment exposure in Central and Eastern Europe Boards and C-suite seeking geopolitical context on EU political stability and regulatory environments Policy and investment conferences focused on European markets, democracy, or security Senior leadership forums where geopolitical volatility is the central strategic theme Audience outcomes A structural framework for understanding why Central and Eastern European politics behaves differently from Western Europe, with direct implications for risk assessment Clearer analytical tools for distinguishing durable political trends from short-term electoral noise in European markets An informed basis for evaluating how democratic erosion affects regulatory predictability and institutional reliability in specific markets Context for recent and likely near-term developments – elections, judicial conflicts, security flashpoints – drawn from active policy engagement rather than retrospective commentary

Why organisations work with Simon Anholt Twenty years of direct advisory work with Presidents, Prime Ministers, monarchs and governments across more than 60 countries gives him a breadth of comparative case material that no academic or agency can match. The Anholt-GfK Roper Nation Brands Index, one of the largest social surveys ever conducted and running since 2005, gives his analysis a measured baseline rather than an anecdotal one. The Good Country Index reframed nation performance from domestic output to global contribution and has become a reference point for governments, NGOs and multilateral institutions. His book The Good Country Equation was described by the UN High Commissioner for Human Rights as «a masterpiece», and his earlier books Competitive Identity, Brand America and Brand New Justice are among the standard texts on place branding and its implications. He founded the Journal of Place Brand and Public Diplomacy, anchoring him inside the academic community that now studies the field he defined. Biography highlights Independent policy advisor; Anholt & Co. has worked with governments of more than 60 countries Coined the term «nation brand» in 1998; founder of the field of place branding Founder of the Good Country Index (2014) and the Global Vote (2016) Founder of the Anholt-GfK Roper Nation Brands Index (2005-); 300 billion+ data points analysed Honorary Professor at the University of East Anglia Author of Brand New Justice, Brand America, Competitive Identity, Places and The Good Country Equation Founding and emeritus editor of the Journal of Place Brand and Public Diplomacy Biography National reputation is one of the most consequential and least-understood assets a country owns, and Simon Anholt has spent more than two decades making it measurable. He coined the term «nation brand» in 1998, founded the Anholt-GfK Roper Nation Brands Index in 2005, and has since advised more than sixty governments, Presidents, Prime Ministers and monarchs on how to build the kind of international reputation that actually shifts investment, talent and political influence. His central argument is that reputation is earned through what a country does, not what it says. That thesis became the Good Country Index in 2014, an annual ranking of how much each country contributes to humanity and the planet, built from 35 indicators drawn largely from United Nations and World Bank datasets. It has since become a reference point in international policy discussions, and a rare example of a league table that leaders take seriously. The Global Vote project, which he launched in 2016, extends the same argument into electoral politics, allowing international participation in national elections on the basis of candidates’ potential contribution to humanity. His books, Brand New Justice, Brand America, Competitive Identity, Places and The Good Country Equation, set out the academic and practical foundations of the field, with the latter described by the UN High Commissioner for Human Rights as «a masterpiece». He holds an Honorary Professorship at the University of East Anglia and founded the Journal of Place Brand and Public Diplomacy, the academic journal that now carries the field he defined. For governments, national agencies, multilateral institutions and multinationals working on the intersection of reputation, policy and global cooperation, Anholt offers a combination of comparative advisory experience, independent data and a coherent ethical frame that is difficult to find elsewhere. Key speaking topics The Good Country Index and the case for global cooperation Nation branding and place branding Reputation, policy and national competitiveness Governance and the global consequences of domestic decisions Big data and national identity Tourism, trade and investment promotion strategy Ideal for Governments, heads of state offices, ministries and national agencies working on reputation, investment and tourism Multilateral institutions, NGOs and policy forums focused on international cooperation and the SDG agenda Multinationals with significant place-branding or country-of-origin exposure International conferences on geopolitics, development and public diplomacy Audience outcomes A measurable framework for national reputation drawn from the Nation Brands Index and the Good Country Index A clearer view of the policy decisions that genuinely move international perception, versus those that do not Comparative case material from more than 60 countries advised by Anholt & Co. Reference texts in Competitive Identity and The Good Country Equation for internal and programme follow-up A framing of national strategy that integrates reputation, policy and global contribution rather than treating them as separate agendas