Geopolitics speakers

Why organisations work with Trevor Williams He spent over a decade as Chief Economist at Lloyds Bank Commercial Banking advising corporates, financial institutions, and SMEs, so he reads central-bank data the way a treasurer or CFO needs it read. As rotating Chair of the Institute of Economic Affairs Shadow Monetary Policy Committee, he sits inside the small group of UK economists publicly second-guessing the Bank of England, which gives boards a forecast view that is independent of sell-side consensus. He co-authored Trading Economics (Wiley, 2014), the practitioner reference on how to interpret economic statistics, so he can teach a leadership team to read the indicators rather than only react to headlines. As co-founder of FXGuard, he has built and run an FX risk product for SMEs, which means his commentary on currency and rates is grounded in operating exposure, not abstract modelling. Biography highlights Former Chief Economist, Lloyds Bank Commercial Banking, leading the bank’s economics team for more than ten years. Rotating Chair, Institute of Economic Affairs Shadow Monetary Policy Committee. Co-author, Trading Economics: A Guide to Economic Statistics for Practitioners and Students, Wiley Finance Series. Visiting Professor, University of Derby; lecturer at Bayes Business School and Cardiff University. Co-founder, FXGuard, an FX risk management platform for SMEs. Former member of the UK Government Economic Service; editorial board member, Journal of Corporate Treasury Management; regular columnist, Moneyfacts. Biography The Bank of England’s rate decisions, the Treasury’s fiscal stance, and sterling’s path are no longer background music for boardrooms. They are direct inputs into pricing, hedging, hiring, and the cost of capital. Trevor Williams spent over a decade as Chief Economist at Lloyds Bank Commercial Banking translating exactly that data for corporate clients and financial institutions. That position made him one of the City economists most often quoted on UK growth, inflation, and monetary policy. He now chairs, on rotation, the Institute of Economic Affairs Shadow Monetary Policy Committee, the long-standing independent group that publishes a monthly counter-vote to the Bank of England’s MPC. His co-authored book Trading Economics, in the Wiley Finance Series, is built for practitioners: how to read GDP releases, inflation prints, surveys, and labour market data without being misled by them. The same instinct shapes his work as co-founder of FXGuard, an FX risk tool for SMEs, and his teaching at the University of Derby, Bayes Business School, and Cardiff University. For a board, the value is specific. Williams will not deliver a generic macro tour. He will tell a leadership team where he disagrees with current consensus on rates and inflation, why, and what that means for the next twelve to twenty-four months of capital and currency decisions. Key speaking topics UK and global macroeconomic outlook Monetary policy and central bank decision-making Inflation, interest rates, and capital allocation Foreign exchange and currency risk Economic statistics and how to read them Brexit, trade, and post-shock recovery ESG, climate, and the economics of the energy transition Ideal for Boards, CFOs, and corporate treasurers planning capital and FX strategy under rate and currency uncertainty. Banking, asset management, and insurance leadership teams pressure-testing house views on inflation and growth. Trade associations and industry forums commissioning a credible UK macro voice for annual outlook events. Finance and risk functions inside corporates exposed to FX, commodity, or sovereign-rate cycles. Audience outcomes A clear view of where current Bank of England and consensus forecasts may be wrong, and why. A working grasp of how to read inflation, GDP, and labour market releases for decision-relevant signals. Specific implications for pricing, hedging, and capital allocation under the rate and currency cycle ahead. A sharper sense of how monetary and fiscal policy interact with trade, energy, and political risk.

Why organisations work with Udo Lielischkies First-hand interpretation of Putin’s regime from a journalist who reported on it continuously from 1999 to 2018, including six years running ARD’s Moscow studio. A reading of Russia grounded in the provinces, not Moscow press briefings, drawn from years travelling beyond the capital and documented in “Im Schatten des Kreml”, reprinted four times since 2019. Editorial credibility recognised by the Deutscher Fernsehpreis, with a win for Best Reportage in 2004 and a Monte Carlo nomination in 2015 for reporting from eastern Ukraine. A senior journalist’s instinct for separating Kremlin signal from Kremlin noise, useful when boards are deciding what a Putin statement, sanction round, or escalation actually means for exposure and planning. Biography highlights Head of ARD studio Moscow, 2014 to 2018, for Germany’s largest public broadcaster. ARD correspondent in Moscow (1999 to 2006), Washington D.C. (2006 to 2012) and Moscow again (2012 to 2018), with an earlier Brussels and NATO posting from 1994. Author of “Im Schatten des Kreml: Unterwegs in Putins Russland”, Droemer Knaur, 2019, English rights title “In the Shadow of the Kremlin”. Winner of the German Television Award (Deutscher Fernsehpreis) 2004 for Best Reportage, “Kremlin, Prison and Corruption” (ARD/WDR). Further recognitions include the Golden Gong (1999), the Ernst Schneider Prize (1989), a Moscow festival special prize (2005) and a Monte Carlo Television Festival nomination (2015) for reporting on the war in Ukraine. Regular guest on German political programming (NDR, phoenix, ARD talk shows) on Russia, Ukraine and the Kremlin’s foreign policy. Biography The Kremlin is now a fixed entry on most board risk registers, alongside China, energy and supply chains. What boards struggle to source is interpretation of the regime that goes beyond headlines and beyond Western analyst convention. That is the gap Udo Lielischkies fills. For nearly 25 years he reported for ARD, Germany’s largest public broadcaster, across the three capitals that have defined the post-Cold War order: Brussels and NATO from 1994, Moscow from 1999, Washington D.C. from 2006, and Moscow again from 2012, where he ran ARD’s studio from 2014 until his retirement in 2018. He watched Putin’s arrival as an unknown FSB veteran and reported continuously through every phase that followed. His book “Im Schatten des Kreml: Unterwegs in Putins Russland” (Droemer Knaur, 2019) is the durable record of that work. It is now in its fourth edition and is widely read as having anticipated the trajectory that led to the 2022 invasion of Ukraine. The English-language edition, “In the Shadow of the Kremlin”, is offered through Droemer Knaur’s rights catalogue. The reporting that underpins the book also produced his 2004 German Television Award for Best Reportage and a 2015 Monte Carlo Television Festival nomination for “The Murderous War in Ukraine – Escape From Ilovajsk”. What this gives a serious audience is rare. Not a geopolitical taxonomy delivered in the abstract, but the texture of a system explained by someone who lived inside it: how Kremlin power actually moves, how Russian provinces read the war, where the regime is brittle and where it is not. For organisations exposed to Russia, Ukraine, sanctions regimes, or the wider authoritarian bloc, that texture matters more than another forecast. Key speaking topics Putin’s Russia and the architecture of the regime The war in Ukraine and Kremlin strategy Geopolitical risk for Western boards Authoritarian regimes and the rules-based order Russia, Europe and the United States: shifting alliances Inside the Kremlin: power, succession, propaganda Ideal for Boards and executive committees with direct or indirect exposure to Russia, Ukraine, the CIS or sanctions regimes CROs, heads of geopolitical risk, and corporate affairs leads briefing senior leadership on Kremlin scenarios Industry conferences in energy, defence, financial services and logistics where Russia exposure remains material Public-sector and policy audiences working on European security, transatlantic relations and the war in Ukraine Audience outcomes A clearer picture of how Kremlin decision-making actually works, beyond Western media framing A grounded sense of where the regime is fragile, where it is not, and what that means for the next phase of the war Sharper questions to put to internal Russia and CIS exposure analysis A view of the Russian provinces, not only Moscow, and why that distinction shapes outcomes Context for reading future Kremlin statements, sanction rounds and escalation signals with less noise

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 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 Wesley K. Clark Operational command at the highest level of NATO, including the Kosovo air campaign, gives him a direct read on how modern conflict, escalation, and alliance decision-making actually work. Two decades of advisory work across oil, gas, power, batteries, and finance through Wesley K. Clark and Associates and Energy Security Partners, so the geopolitics connects to capital and supply. A book-length argument, Don’t Wait for the Next War, on linking U.S. energy strength, fiscal capacity, and security strategy, which gives boards a coherent framework rather than a news commentary. Standing as a Senior Fellow at UCLA’s Burkle Center and a director of the Atlantic Council, both of which signal a serious institutional reading of foreign policy rather than punditry. Track record in front of senior audiences as a CNN military analyst and Presidential Medal of Freedom recipient, so the room treats him as a principal, not a presenter. Biography highlights Supreme Allied Commander Europe, NATO, 1997 to 2000; commanded Operation Allied Force in Kosovo. Valedictorian of the West Point class of 1966; Rhodes Scholar in Philosophy, Politics and Economics at Oxford. Author of four books, including Waging Modern War, Winning Modern War, A Time to Lead, and Don’t Wait for the Next War. Presidential Medal of Freedom; Defense Distinguished Service Medal (five awards); Silver Star, Bronze Star, Purple Heart; Commander of the French Legion of Honor. Senior Fellow at UCLA’s Burkle Center for International Relations; director, Atlantic Council. Chairman of Wesley K. Clark and Associates and Energy Security Partners; advisor or board member to more than 90 companies across energy, finance, and security. Biography The Kosovo air campaign in 1999 was the first sustained combat operation NATO had ever fought as an alliance. The commander running it was Wesley Clark, then the Supreme Allied Commander Europe, and the experience of holding nineteen governments together through 78 days of war became the spine of his subsequent thinking on conflict, alliance management, and political risk. His training was not narrowly military. Clark graduated as valedictorian of the West Point class of 1966, took a Rhodes Scholarship to Oxford for Philosophy, Politics and Economics, and went on to a 38-year career that included Vietnam combat, U.S. Southern Command, and authorship of the U.S. National Military Strategy. He retired as a four-star general with the Presidential Medal of Freedom and honorary knighthoods from Britain and the Netherlands. The work since uniform has been almost entirely about how strategy, capital, and security fit together. Through Wesley K. Clark and Associates and Energy Security Partners, he has advised more than 90 companies across oil, gas, power, batteries, and finance. His book Don’t Wait for the Next War argues that American energy capacity, fiscal discipline, and global posture have to be planned as a single system, not three separate debates. That is the perspective he brings into a boardroom. Not running commentary on the day’s headlines, but a coherent reading of how energy supply, alliance behaviour, and great-power competition translate into decisions a senior leadership team has to make about exposure, capital, and timing. Key speaking topics Geopolitical risk and great-power competition NATO, alliance dynamics, and the rules-based order Energy security and the strategic role of energy supply U.S. foreign policy and national security strategy Leadership and decision-making under operational pressure Conflict, escalation, and modern warfare Ideal for Boards and executive committees pricing geopolitical and sanctions exposure CSOs, heads of strategy, and corporate development teams reassessing global footprint Energy, defence, financial services, and infrastructure leadership audiences Government affairs and risk leaders briefing boards on alliance and policy shifts Audience outcomes A clearer view of how NATO, U.S., and allied decision-making actually moves in a crisis A working read on how energy supply and capital allocation interact with security policy A sharper sense of which geopolitical risks are durable and which are noise Direct exposure to what command-level decision-making under pressure looks like

Why organisations work with Will Hutton Three decades of macro-economic analysis tested in public, from The State We’re In in 1995 through This Time No Mistakes in 2024, so the framework is not a recent rebrand. A working seat inside the institutions that shape British policy: the Hutton Review of Fair Pay in the Public Sector, the Commission on Creative Industries, the EU Kok Commission, and the National Institute for Economic and Social Research. A genuinely structural argument on corporate purpose through The Purposeful Company, used by boards rethinking governance, executive pay and stakeholder accountability. Editorial and broadcast judgement built over years as Editor-in-Chief of The Observer and Economics Editor at Newsnight, which makes him unusually clear on which economic stories matter and which do not. Equally credible on China, Europe and the United States, so a board worrying about exposure across all three gets one coherent analysis rather than three partial ones. Biography highlights President of the Academy of Social Sciences. Principal of Hertford College, Oxford, 2011 to 2020. Co-chair of The Purposeful Company; co-founder and chair of the Big Innovation Centre. Former Chief Executive of The Work Foundation; former Editor-in-Chief of The Observer; former Economics Editor of BBC Newsnight and The Guardian. Author of seven books on political economy, including The State We’re In (1995) and This Time No Mistakes: How to Remake Britain (2024). Chair of the Hutton Review of Fair Pay in the Public Sector (2010 to 2011) and the Commission on Creative Industries (2007); rapporteur to the EU Kok Commission (2004). Biography The State We’re In sold more copies than any British political-economy book since 1945. It set the terms of a debate, on short-termism, on the costs of financialised capitalism, on what serious institutional reform would look like, that the country has been having ever since. Thirty years later, This Time No Mistakes: How to Remake Britain returns to the same argument under new conditions and was reviewed in the Financial Times, the LSE Review of Books and the Literary Review. What sits behind both books is an unusually wide working footprint. Hutton has been Editor-in-Chief of The Observer, Economics Editor at Newsnight and The Guardian, Chief Executive of The Work Foundation, and Principal of Hertford College, Oxford. He chaired the Hutton Review of Fair Pay in the Public Sector for the Coalition government and the Commission on Creative Industries for the Labour government, and was rapporteur to the EU Kok Commission. The current focus is institutional. As co-chair of The Purposeful Company he works with boards and asset managers on what corporate purpose, governance and executive pay should look like if shareholder primacy is no longer the working assumption. As President of the Academy of Social Sciences and chair of the Big Innovation Centre, he sits across the British social science and innovation policy systems. For senior audiences, the value is in the synthesis. Hutton reads China, the United States, the European Union and the United Kingdom as one connected system, and his Observer column is the long-running test bed. A board trying to make capital, governance and political-risk decisions in that environment gets a single coherent reading from a single voice with thirty years of public track record. Key speaking topics The British and European political economy Corporate purpose, governance and executive pay China, the United States and the future of the global economy Stakeholder capitalism and institutional reform The future of work and the social contract Innovation policy and industrial strategy Fairness, inequality and public sector reform Ideal for Boards and executive committees of UK and European corporates assessing geopolitical and macro exposure Asset managers, pension funds and institutional investors recalibrating governance and stewardship expectations Government, regulator and think-tank audiences working on industrial strategy, public sector reform or corporate governance Senior leadership programmes at business schools and professional services firms Audience outcomes A working map of how the British, European, Chinese and US economies now connect, and where the pressure points sit A clear view of what corporate purpose and stakeholder governance mean in practice for board agendas, pay and stewardship An informed reading of how UK political and policy shifts feed through to corporate operating conditions A sharper sense of which economic news is structural and which is noise

Why organisations work with Xiao Geng Sustained insider access to Chinese policy and regulatory thinking, built across roles at the Securities and Futures Commission of Hong Kong, HSBC Bank China, and senior positions at Brookings, Fung Global Institute, and Columbia Global Centers East Asia. A live, monthly published view on the US-China economic relationship through more than a decade of Project Syndicate commentary co-authored with Andrew Sheng. Founding leadership of the Brookings-Tsinghua Center for Public Policy, one of the few institutional bridges between Western policy research and Chinese government economic thinking. Research depth across the technical questions that drive China exposure for foreign capital: exchange rate policy, capital market reform, enterprise productivity, and urbanisation. A working position inside the Greater Bay Area policy network through CUHK Shenzhen and the Shenzhen Finance Institute, giving leaders a sightline into where China’s innovation and finance corridors are heading. Biography highlights President of the Hong Kong Institution for International Finance. Professor of Practice at The Chinese University of Hong Kong, Shenzhen, and Director of the Institute of Policy and Practice at the Shenzhen Finance Institute. Director of the Research Institute of Maritime Silk-Road at Peking University HSBC Business School. Founding Director of the Brookings-Tsinghua Center for Public Policy and former Senior Fellow at the Brookings Institution. Former Vice President for China at the Fung Global Institute and Director of Columbia Global Centers East Asia. Project Syndicate columnist since 2012, with more than 140 published commentaries on China and the global economy. Biography Most foreign boards still treat China as a single risk vector. The economy is more fragmented than that, and the policy logic shaping it does not move on the cycles Western investors are used to reading. A serious view of capital allocation in Asia depends on understanding how monetary policy, financial reform, and political economy interact inside Beijing’s system, not just what is announced. Xiao Geng has spent his career sitting inside that system. He is President of the Hong Kong Institution for International Finance and Professor of Practice at The Chinese University of Hong Kong, Shenzhen, where he directs the Institute of Policy and Practice at the Shenzhen Finance Institute. He also leads the Research Institute of Maritime Silk-Road at Peking University HSBC Business School. His earlier roles built the institutional reach. He was Founding Director of the Brookings-Tsinghua Center for Public Policy, Senior Fellow at the Brookings Institution, Vice President for China at the Fung Global Institute, and Director of Columbia Global Centers East Asia. Inside the Hong Kong system he served as Head of Research at the Securities and Futures Commission. He has advised HSBC Bank China, the World Bank, and the United Nations Development Programme. Since 2012 he has written a monthly Project Syndicate column with Andrew Sheng, covering Chinese monetary policy, technology competition, energy transition, and the financial architecture of the US-China relationship. The column is one of the few sustained English-language readings of Chinese economic policy written from inside it. Key speaking topics China’s macroeconomic outlook US-China economic and financial relations Chinese financial sector reform and regulation Capital markets and exchange rate policy in Asia Urbanisation, enterprise productivity, and the Greater Bay Area Geopolitical risk for foreign investors in China Ideal for Boards and investment committees with material China or Asia exposure CFOs, treasurers, and heads of corporate strategy reviewing supply chain or capital allocation in Asia Financial services leadership briefings on regulatory and macro direction Government, multilateral, and policy audiences working on US-China economic questions Audience outcomes A clearer read of where Chinese monetary, fiscal, and financial reform is actually heading, not what headlines suggest A working framework for the structural drivers of US-China economic tension and where they sit on the cycle Specific signals to watch on capital flows, exchange rate policy, and Chinese capital market opening A more accurate map of the policy actors and institutions that shape China’s economic decisions An informed basis for stress-testing investment, supply chain, and partnership decisions tied to Greater China

Why organisations work with Yu Yongding He sat inside China’s central bank monetary policy deliberations (2004–2006) and inside the post-crisis UN commission that attempted to redesign the global financial architecture – a combination no Western-based economist on China can replicate His publicly argued position that China’s US Treasury holdings generate negative real returns and constitute a geopolitical liability gives boards and investment committees a named, verified analytical framework – not commentary, but a specific thesis with a public record His analysis consistently diverges from both official Chinese positions and from prevailing Western narratives, which is precisely what makes it useful for stress-testing institutional assumptions about China’s trajectory He has published alongside Barry Eichengreen, Raghuram Rajan, and Jean Pisani-Ferry at Bruegel, and contributes regularly to Project Syndicate, meaning his arguments are already in circulation in the rooms where senior policy and investment decisions are made As editor-in-chief of China and World Economy and former Director-General of IWEP, he has shaped the research agenda that feeds into Chinese policymaking: he knows not just the conclusions but the institutional reasoning behind them Biography highlights Academician, Chinese Academy of Social Sciences; D.Phil. in economics, University of Oxford (1994) Director-General, Institute of World Economics and Politics (IWEP), CASS – China’s leading international economics research institution – for over a decade, 1998–2009 Member, Monetary Policy Committee, People’s Bank of China, 2004–2006 President, China Society of World Economy, 2003–2011 Member, UN Commission of Experts on Reforms of the International Monetary and Financial System (Stiglitz Commission), convened in response to the 2008 global financial crisis Member, UN High-Level Panel on Financial Accountability, Transparency, and Integrity (FACTI Panel) Regular contributor to Project Syndicate, South China Morning Post, Wire China, and Bruegel; published alongside Eichengreen, Rajan, and Pisani-Ferry Editor-in-chief, China and World Economy (Wiley); also editor-in-chief of World Economy and International Review of Economics Biography The global reserve currency system has a structural problem that most institutional risk frameworks are not built to assess. The US dollar’s dominant position rests on arrangements; surplus-country accumulation of US Treasuries, capital account conventions, and geopolitical assumptions that are under visible strain. The economists who advise China’s central bank and finance ministries have been debating this openly for two decades. Their conclusions rarely reach Western boardrooms with the precision or independence that makes them actionable. Yu Yongding’s career has placed him at the centre of that debate, on both sides of it. As Director-General of the Institute of World Economics and Politics at CASS from 1998 to 2009, he led the institution that shapes China’s engagement with international economic policy. As a member of the People’s Bank of China Monetary Policy Committee from 2004 to 2006, he participated directly in the monetary decisions of one of the world’s most consequential central banks. Few economists working on China have held both roles. His analytical contribution is specific and verifiable. He has argued publicly that China’s accumulation of US Treasuries constitutes a structural misallocation, producing negative real returns while creating the kind of geopolitical vulnerability that became concrete when US sanctions froze Russian central bank assets. He has written on the Mundell-Fleming trilemma as it applies to China’s exchange rate constraints, on the conditions for sustainable Chinese growth, and on the reform of the international monetary architecture. These arguments are his own; they sometimes diverge from official Chinese positions, which is what gives them credibility for external audiences. He contributed to the Stiglitz Commission’s post-2008 work on reforming the international monetary and financial system, and served on the UN FACTI Panel on financial accountability for sustainable development. His published work appears in Project Syndicate, the South China Morning Post, East Asia Forum, and Bruegel, where he has co-authored with Barry Eichengreen, Raghuram Rajan, and Jean Pisani-Ferry. He holds a D.Phil. in economics from Oxford and is editor-in-chief of the Wiley journal China and World Economy. Key speaking topics China’s macroeconomic framework and growth trajectory Global reserve currency system and dollar dependency RMB internationalisation and capital account reform Exchange rate policy and the Mundell-Fleming trilemma Reform of the international monetary and financial system China’s foreign exchange reserves: composition, risk, and strategy Financial stability and systemic risk in the global economy Post-crisis international economic governance Ideal for Senior investment committees and sovereign wealth fund leadership assessing China exposure or dollar-denominated reserve strategy Central bank governors, finance ministry officials, and financial regulators engaged in monetary policy or international monetary reform Global risk forums and geopolitical strategy sessions where China’s macroeconomic trajectory is a first-order variable International financial institutions and policy bodies working on the architecture of the global financial system Audience outcomes A specific, independently argued framework for assessing the structural vulnerabilities in China’s monetary position, not a summary of official positions Clearer analytical language around the dollar’s reserve status and the conditions under which it is likely to erode A more precise understanding of the policy tensions inside China’s macroeconomic framework: exchange rate, demand management, fiscal space, and reserve composition Context for interpreting China’s monetary and fiscal policy signals that goes beyond what circulates in Western financial media Familiarity with the arguments shaping China’s policy debates, including the positions that diverge from official government framing

Why organisations work with Yuriko Koike She runs the world’s largest metropolitan economy. Few speakers can describe the operating reality of climate, security and fiscal trade-offs at megacity scale from the seat where the decisions are made. She authored the Zero Emission Tokyo Strategy, with mandated solar panels on new detached homes from April 2025 and a target of halved emissions by 2030. Audiences hear how a major capital city is converting net zero language into capital allocation and regulation. As Environment Minister she designed Cool Biz, a behavioural and policy intervention that the Japanese Ministry of the Environment estimated cut 460,000 tons of CO2 in its first year. It is a rare example of a low-cost public policy producing measurable emissions reduction. She brings cabinet-level perspective on Japan’s geopolitical position. Former Minister of Defense, former National Security adviser, fluent Arabic speaker, Project Syndicate columnist on Asia, fiscal policy and the rules-based order since 2010. She is the first woman to govern Tokyo and the first to seek the LDP leadership. Her perspective on women in senior public and corporate roles is grounded in an actual executive career, not advocacy alone. Biography highlights Governor of Tokyo since 2016, re-elected in 2020 and 2024. Minister of the Environment of Japan (2003-2006); Minister of Defense (2007); Special Adviser to the Prime Minister for National Security. Architect of the Cool Biz campaign and the Zero Emission Tokyo Strategy. Asia Society Asia Game Changer Award, 2019. Chair, OECD Champion Mayors for Inclusive Growth Initiative. Project Syndicate columnist since 2010; World Economic Forum Agenda contributor. Biography Tokyo, with a metropolitan population near 14 million and a GDP larger than most G20 economies, is one of the few cities where climate policy, fiscal stress and geopolitical exposure all run through the same office. Yuriko Koike has held that office since 2016, re-elected in 2020 and again in 2024. The decisions she has made there are the substance of her platform. Her policy track record predates the governorship. As Minister of the Environment under Junichiro Koizumi between 2003 and 2006, she launched Cool Biz, a behavioural and dress-code intervention that the Japanese Ministry of the Environment estimated reduced CO2 emissions by 460,000 tons in its first year. As Governor she authored the Zero Emission Tokyo Strategy in December 2019, setting a 2050 net zero target with halved emissions by 2030, and pushed through a mandate that new detached homes in Tokyo install solar panels from April 2025. Few city leaders globally have moved climate ambition into binding metropolitan regulation at this scale. She also brings cabinet-level perspective on geopolitics. She was Japan’s Minister of Defense, served as Special Adviser to the Prime Minister for National Security, ran for the LDP presidency in 2008 as the first woman to seek the leadership of a major Japanese party, and has written for Project Syndicate on Asian security, fiscal policy and the rules-based order since 2010. Before politics she was a Nippon TV anchor and Arabic-speaking foreign correspondent, with a sociology degree from Cairo University. She chairs the OECD Champion Mayors for Inclusive Growth Initiative and was awarded the Asia Society Asia Game Changer Award in 2019. Audiences who book her are typically working on the same problem she works on every day: how to govern an exposed, dense, ageing, ambitious economy when energy, geopolitics and capital are all moving at once. Key speaking topics Climate policy and city-scale decarbonisation Megacity resilience and inclusive urban growth Japan, China and the geopolitics of East Asia Energy transition and capital allocation Women in senior public and corporate leadership Public sector reform and fiscal discipline Ideal for Boards and executive teams setting climate, energy and ESG strategy in Asia or with Asia exposure CFOs, CSOs and policy leads working on long-term capital allocation under climate and geopolitical risk Public-private convenings on urban resilience, infrastructure and inclusive growth Conferences on Japan, the Indo-Pacific and the global rules-based order Audience outcomes A first-hand view of how the world’s largest metropolitan economy is converting net zero policy into binding regulation and capital plans A sharper read on Japan’s economic and security position, and what it implies for organisations operating across East Asia A working example of behavioural climate policy that produced measurable emissions reduction at low fiscal cost A senior practitioner’s perspective on running large public institutions through fiscal pressure, demographic change and geopolitical realignment A direct account of breaking into senior leadership in a country and party where the path was not designed for women

Why organisations work with Yuval Noah Harari The NEXUS framework – which distinguishes self-correcting from self-reinforcing information networks – gives boards and governance teams a precise conceptual tool for evaluating AI strategy and regulatory exposure, grounded in historical evidence rather than prediction. Sapiens introduced the argument that large-scale human cooperation is built on shared fictions. For leadership teams, this reframes how institutions, legal systems, and monetary frameworks actually hold power – and what causes them to fail. Direct conversations with heads of state including Macron, Merkel, and Rutte put his arguments at the level of active geopolitical decision-making, not commentary. Audiences engage with someone whose thinking is tested at the highest levels of governance. His Distinguished Research Fellowship at Cambridge’s Centre for the Study of Existential Risk anchors his arguments on AI in active institutional research on civilisational-scale risk – not opinion or futurism. The 100,000-year historical lens is genuinely rare in this space. It gives senior audiences a method for distinguishing structurally permanent change from cyclical volatility – applicable immediately to strategy, regulation, and organisational design. Biography highlights Professor of History, Department of History, Hebrew University of Jerusalem; PhD from the University of Oxford, 2002 Author of Sapiens, Homo Deus, 21 Lessons for the 21st Century, and NEXUS – published in more than 65 languages; Sapiens held the Sunday Times bestseller top three for 96 consecutive weeks and ranked #10 in the NYT’s 100 Best Books of the 21st Century (2024) Distinguished Research Fellow, Centre for the Study of Existential Risk, University of Cambridge Two-time Polonsky Prize for Creativity and Originality (2009, 2012); Moncado Award, Society for Military History (2011); Handelsblatt German Economic Book Award for Homo Deus (2017) WEF Davos keynote speaker in 2016, 2018, 2020, and 2026; CBS 60 Minutes profile (2021) Regular contributor to the Financial Times, The Guardian, The Economist, New York Times, and Nature Biography Organisations making decisions about AI governance are operating without historical context. The scale of information networks has changed before – with writing, printing, and broadcasting – and power has reorganised around each transition. What makes AI structurally different is not its speed or scale, but the fact that, for the first time, the network itself can generate and act on information without human instruction. Yuval Noah Harari is a Professor of History at the Hebrew University of Jerusalem and a Distinguished Research Fellow at Cambridge’s Centre for the Study of Existential Risk. His four major works – Sapiens, Homo Deus, 21 Lessons for the 21st Century, and NEXUS – form a sustained argument about the relationship between information, power, and human agency, tracing it from the deep past to the governance decisions of the AI era. NEXUS, published in 2024, made that argument most directly relevant to organisations. Harari’s central distinction – between information systems that are self-correcting and those that reinforce existing power – gives leaders a practical framework for evaluating AI governance, regulatory exposure, and institutional design. The book argues that how organisations and governments navigate this distinction is the defining question of the current period. NEXUS reached number two on both the New York Times and Sunday Times bestseller lists within a week of publication. Harari has held public conversations with heads of state including Emmanuel Macron, Angela Merkel, and Mark Rutte on the future of AI and information. He has delivered keynote addresses at the World Economic Forum in Davos in 2016, 2018, 2020, and 2026, and contributes regularly to the Financial Times, The Guardian, The Economist, and Nature. His books have been translated into more than 65 languages. Key speaking topics Artificial intelligence and information governance The history and future of information networks Geopolitical risk and global power Long-term civilisational change and strategic foresight Human agency and technological disruption Shared fictions, institutions, and how societies hold together AI regulation and democratic resilience Ideal for Boards and C-suite leadership teams navigating AI governance, information strategy, or long-term geopolitical risk Policy, government affairs, and strategic foresight functions at senior level Global conference and forum audiences at CEO, minister, or board director level Technology strategy and corporate affairs teams working on the societal and regulatory implications of AI Audience outcomes A macro-historical framework for reading which changes are structurally significant vs cyclical – applicable to strategy, governance, and regulatory positioning Practical understanding of the NEXUS distinction between self-correcting and self-reinforcing information systems, and its implications for AI governance design Clearer thinking about where power resides in information networks, and what that means for institutional and organisational decisions Historical context for positioning AI decisions within the longer pattern of how information technologies have redistributed political and economic power Sharper questions to bring back to leadership, board, and regulatory conversations already underway

Why organisations work with Zanny Minton Beddoes She edits the publication that shapes how the world’s finance ministers, central bankers, and institutional investors read the global economy: her vantage point is not advisory, it is editorial, which means she sees patterns across geographies, sectors, and governments simultaneously rather than from within any single industry or country. Her pre-journalism career – macroeconomic adjustment programmes at the IMF and economic reform work in post-communist Poland as part of the Jeffrey Sachs team – gives her an understanding of what policy looks like under institutional stress, not just in theory. She has written and overseen major special reports on the world economy, European stagnation, Latin American finance, Central Asian development, and U.S. fiscal sustainability. Her depth on structural economic themes goes well beyond the commentary that most media-figure speakers provide. Two Gerald Loeb Awards (2012 and 2017, the latter for breaking the Saudi Aramco story) signal editorial credibility of a different order from standard speaker-bureau economics commentary. For financial services, institutional investors, and multinational boards, she offers a rare combination: the institutional authority of The Economist brand with the direct analytical access of someone who has run the publication for a decade. Biography highlights Editor-in-Chief of The Economist since February 2015 – the first woman to lead the publication in its 180-year history; also serves on the board of directors of The Economist Group Held successive senior roles at The Economist over 30 years: emerging markets correspondent, US Economics Editor, Economics Editor (Washington DC), Business Affairs Editor Economist at the IMF (1992-1994), working on macroeconomic adjustment programmes in Africa Economic reform adviser to Poland’s Minister of Finance under Professor Jeffrey Sachs of Harvard University Oxford PPE (St Hilda’s College); master’s degree, Harvard Kennedy School (Kennedy Scholar) Gerald Loeb Award winner in 2012 (economic journalism) and 2017 (Breaking News, Saudi Aramco scoop) Trustee, Carnegie Endowment for International Peace; member, Research Advisory Board, Committee for Economic Development Named among Forbes’ «Most Powerful Women in the World»; featured in Debrett’s 500 as «one of the most influential voices in financial journalism» Biography The challenge that keeps most boards and strategy teams off-balance is not a lack of information about the global economy. It is the absence of a coherent framework for integrating macroeconomic dynamics, geopolitical risk, and policy shifts into decisions that were never designed to carry that weight. Very few people are positioned to provide that framework with both practitioner rigour and editorial breadth. Zanny Minton Beddoes is one of them. As Editor-in-Chief of The Economist – the first woman to hold that position in the publication’s 180-year history – she oversees the analytical infrastructure that shapes how central bankers, finance ministers, and institutional investors read the global economy. Her perspective is not that of an adviser operating within a single sector or region; it is the perspective of someone who has spent three decades at the editorial centre of the world’s most closely watched economics publication, watching structural forces play out across geographies and cycles. Before journalism, she was inside the machinery of policy under pressure. At the IMF she worked on macroeconomic adjustment programmes in Africa. In Poland, as part of the Jeffrey Sachs team, she was present during one of the most consequential economic transitions of the post-Cold War period. That experience of watching institutions, incentives, and political constraints interact in real time, is audible in the way she talks about markets and policy today: not as abstractions, but as systems with observable failure modes. Her special reports for The Economist – covering the world economy, European stagnation, Latin American finance, Central Asian development, and U.S. fiscal sustainability – reflect a career-long engagement with structural economic questions, not topical commentary. Combined with two Gerald Loeb Awards and a decade leading the publication, that record gives her a credibility in a board or leadership setting that no amount of media presence alone can substitute for. Key speaking topics Global macroeconomic outlook and structural economic change Geopolitics and the fracturing of the multilateral economic order U.S. fiscal sustainability and dollar dynamics European economic stagnation and structural reform Emerging market resilience and vulnerability The intersection of energy transition and economic growth Trade, protectionism, and the rewiring of global supply chains Democracy, governance, and economic performance Ideal for Corporate boards and C-suite leadership teams navigating macro-level strategic uncertainty Financial services, asset management, and institutional investment audiences Government, policy, and international institutions requiring independent editorial-grade analysis Global leadership summits and senior forums where geopolitical and economic context is the primary agenda Audience outcomes A structured framework for reading the interaction between political, macroeconomic, and institutional forces – rather than treating each as a separate news event Calibrated perspective on where structural economic risk is concentrated, versus where conventional wisdom is overstating or understating it Clearer language for discussing macro uncertainty internally – specifically, the difference between cyclical disruption and structural shift An updated analytical map of the major economies and how their trajectories affect sector-level and investment decisions Context for evaluating specific strategic choices – expansion, capital allocation, supply chain configuration – against a coherent view of the global environment

Why organisations work with Zhang Jun He reads China’s economy from inside its policy apparatus, sitting on the Shanghai Municipal Government’s Special Advisory Committee and having briefed Premier Li Keqiang directly in 2015. His thesis in End of Hyper Growth in China? (Palgrave, 2016) is a specific, defensible counter-position on Chinese consumption data and structural imbalance, not a directional take. He won the 2018 Bergson Prize from the Association for Comparative Economic Studies, the field’s recognised award for serious comparative work on transition economies. He has held visiting positions at LSE, Harvard, Yale, SOAS and UNU-WIDER, so he writes and speaks for Western analytic audiences without losing the China interior view. He has written 70 commentaries for Project Syndicate since 2005 and contributes regularly to the South China Morning Post and the World Economic Forum agenda, which means his framing is already legible to senior international readers. Biography highlights Dean, School of Economics, Fudan University; Cheung-Jiang Professor of Economics. Founding Director, China Center for Economic Studies (CCES), Fudan. Member, Special Advisory Committee to the Shanghai Municipal Government. Bergson Prize (2018), Association for Comparative Economic Studies; China Economics Innovation Prize (2015) with Justin Yifu Lin and Fan Gang. Author of End of Hyper Growth in China? (Palgrave Macmillan, 2016) and Unfinished Reforms of the Chinese Economy (World Scientific, 2013). Project Syndicate columnist since 2005; contributor to SCMP and the World Economic Forum. Biography Most foreign reads of the Chinese economy are constructed from data releases, export figures, and a handful of much-quoted Western analysts. Zhang Jun’s view is constructed from inside the room. He sits on the Shanghai Municipal Government’s Special Advisory Committee and was one of three economists chosen in 2015 for a direct dialogue with Premier Li Keqiang on macroeconomic policy. As Dean of the School of Economics at Fudan University and founding Director of the China Center for Economic Studies, he runs one of mainland China’s most serious institutional platforms for analysing the country’s growth model. His 2016 Palgrave book End of Hyper Growth in China? made a specific counter-argument against the consensus that China’s reliance on investment and low consumption made its growth unsustainable. The 2018 Bergson Prize from the Association for Comparative Economic Studies recognised his comparative work in the same field. Zhang publishes for international readers as well as Chinese ones. He has been a Project Syndicate columnist since 2005, with more than 70 commentaries, and writes for the South China Morning Post and the World Economic Forum. Visiting positions at LSE, Harvard, Yale, SOAS and UNU-WIDER over the past two decades mean he speaks the analytic language of Western investment committees while reading Beijing’s policy moves at source. What this gives a boardroom is rare: a voice on China who is neither cheerleading nor catastrophising, who has skin in the policy debate, and who can tell a foreign audience which structural reform signals from Beijing are real and which are rhetorical. Key speaking topics China’s growth model and the post-hyper-growth economy Structural reform and the policy direction of Beijing Chinese consumption, savings, and household demand Supply-side reform and industrial competitiveness China and the global economy: trade, capital, supply chains Shanghai and the role of regional governance in Chinese reform Ideal for Boards and investment committees weighing China exposure or repositioning regional strategy CFOs and Chief Strategy Officers in firms with significant China-linked supply chains or revenue Banks, asset managers and sovereign investors with active China allocations Senior policy and government audiences engaging with Chinese counterparts Audience outcomes A specific read on what Beijing’s current reform signals actually mean for capital allocation in China A sharper sense of which Western narratives about Chinese consumption, debt and growth are overstated and which hold up Direct context on how Shanghai’s policy apparatus thinks about reform priorities and foreign investment Better questions to take into the next China-strategy conversation at executive committee or board level