Geopolitics

Why organisations work with Dan Jorgensen Direct line of sight into EU energy and climate decision-making. As the sitting Commissioner with the portfolio, he sets the regulatory weather that most European businesses have to plan against. Track record of turning climate ambition into binding policy, including Denmark’s 70% 2030 emissions target, the decision to end North Sea oil and gas exploration by 2050, and the energy islands programme. Co-founded the Beyond Oil and Gas Alliance with Costa Rica at COP26, one of the few multilateral vehicles for a managed phase-out of fossil fuel production. Combines national ministerial experience, EU legislative experience as an MEP, and EU executive experience as a Commissioner. Few speakers on energy policy hold all three. Biography highlights European Commissioner for Energy and Housing, second von der Leyen Commission, since December 2024. Former Danish Minister for Climate, Energy and Utilities (2019-2022) and Minister for Development Cooperation and Global Climate Policy (2022-2024). Co-initiator of the Beyond Oil and Gas Alliance, launched at COP26 with Costa Rica. Proposed the law for the world’s first offshore wind energy island, passed by the Danish Parliament in 2021. Member of the European Parliament 2004-2013, Vice-Chair of the Environment, Public Health and Food Safety Committee. Author of “Grønt håb – Klimapolitik 2.0”, with interviews including Jens Stoltenberg, Connie Hedegaard and Rajendra Pachauri. Awarded the Ukrainian Order of Merit, first degree, by President Zelenskyy in 2024. Biography The EU’s energy agenda sits at the intersection of three pressures that do not naturally align: affordability for households and industry, security of supply after the shock of 2022, and the decarbonisation trajectory committed to under the European Green Deal. Getting all three right is the central policy problem of this Commission mandate. It is also the portfolio Dan Jorgensen holds. Appointed European Commissioner for Energy and Housing in December 2024, he is responsible for driving down energy prices, scaling clean generation, upgrading grid infrastructure, and helping Member States address housing supply. The brief is unusually wide, and unusually consequential for any business with European exposure. The background is substantive. As Danish Minister for Climate, Energy and Utilities from 2019 to 2022, he negotiated the binding 70% emissions reduction target into law during COP25, proposed the legislation for Denmark’s North Sea energy island, and co-founded the Beyond Oil and Gas Alliance with Costa Rica at COP26. As Minister for Development Cooperation and Global Climate Policy, he co-facilitated the Global Stocktake at COP28 in Dubai. A decade earlier, as an MEP from 2004 to 2013, he served as Vice-Chair of the Environment Committee and worked inside the EU legislative process that now defines his executive remit. For organisations trying to read the direction of European energy and climate policy, his perspective is closer to the pen than to the commentary. He also writes: his book “Grønt håb – Klimapolitik 2.0” set out an early argument that climate ambition and economic growth are complementary rather than opposed, a framing now visible in the EU’s industrial policy response to the clean energy transition. Key speaking topics European energy policy and market design Climate policy and global climate negotiations Energy transition and security of supply EU regulation and institutional decision-making Managed phase-out of fossil fuel production Offshore wind and grid infrastructure Affordable and sustainable housing policy Ideal for Boards and executive teams at energy utilities, industrials, real estate and infrastructure investors with European market exposure Chief Sustainability Officers, Heads of Regulatory Affairs, and ESG leads tracking EU policy direction Government relations and public affairs leadership preparing for EU legislative cycles Investor conferences and industry forums on energy transition, climate finance and the European Green Deal Audience outcomes A clearer read on where EU energy and climate policy is heading over this Commission mandate, and why Sharper understanding of how affordability, security and decarbonisation trade off in live policy decisions Context on the levers available to accelerate clean energy deployment across Member States Grounded view of the multilateral climate agenda post-COP28 and what to expect from COP cycles ahead

Why organisations work with Dan Restrepo He sat in the White House Situation Room as the Obama administration’s point person on the Americas, and he explains U.S. policy toward the region with the authority of someone who helped write it. He holds a current corporate board seat at MasTec, a New York Stock Exchange-listed infrastructure group, which gives his risk analysis a boardroom register rather than a think-tank one. His published argument on hemispheric migration, carried in Foreign Affairs and Americas Quarterly, reframes migration as a management problem for governments and investors, not a humanitarian talking point. He works in English and Spanish across U.S., Latin American, and Iberian audiences, with on-air experience on CNN and CNN en Espanol that makes him effective in front of mixed-language rooms. Through Dinamica Americas and Restrepo Strategies he advises firms actively making investment, market-entry, and government-relations decisions across the region, so the analysis lands on live questions rather than historical ones. Biography highlights Special Assistant to the President and Senior Director for Western Hemisphere Affairs, National Security Council, March 2009 to July 2012, under President Barack Obama. Senior Fellow, Center for American Progress, focused on U.S. policy in the Americas. Founder and managing director, Restrepo Strategies; Founding Partner, Dinamica Americas. Class II Director, MasTec, Inc. (NYSE: MTZ). On-air contributor, CNN and CNN en Espanol; published in Foreign Affairs and Americas Quarterly. Named one of America’s most influential Latinos three times by Poder magazine; J.D., University of Pennsylvania Law School; former judicial clerk, U.S. Court of Appeals for the Third Circuit. Biography The U.S. relationship with Latin America has never mapped neatly onto a single policy frame. Trade, migration, narcotics, Cuba, Venezuela, and the competition for influence with China all run through the same capitals and the same meetings. For nearly six years, Dan Restrepo sat at the centre of that portfolio as President Obama’s principal advisor on the Americas, first as a campaign surrogate and then as Senior Director for Western Hemisphere Affairs at the National Security Council. That experience shapes the way he advises boards and executives now. Through Restrepo Strategies and as Founding Partner of Dinamica Americas, he works with U.S. firms operating in Latin America and with Latin and Iberian firms operating in the United States. The brief is usually the same: read the political signal correctly, price it, and decide what to do about it before the market does. Published work in Foreign Affairs and Americas Quarterly has put him on record arguing that migration in the Americas is a management challenge, not a crisis narrative, and that the tools already exist to handle it if governments choose to use them. On CNN and CNN en Espanol he translates U.S. domestic politics and hemispheric policy in both English and Spanish, which is part of why Spanish-speaking boards and U.S. leadership teams hire him for the same conversation. His seat as a Class II Director on the board of MasTec, a listed U.S. infrastructure group, is the detail that distinguishes him from most policy voices. He has used it. The analysis buyers get is not an academic read on the region but a directorial one, tested against the kind of operational decisions boards actually make. Key speaking topics U.S. policy in the Western Hemisphere U.S.-Mexico relations and the border Migration strategy across the Americas Political risk in Latin America U.S. domestic politics and its foreign policy consequences Investment climate and market entry in the Americas Cuba, Venezuela, and U.S. engagement with authoritarian regimes Ideal for Boards and executive committees of firms with operations, supply chains, or expansion plans in Latin America and the Caribbean Chief strategy officers, heads of government affairs, and risk committees pricing Western Hemisphere exposure Latin American and Iberian corporates preparing for U.S. market entry, regulatory engagement, or capital raises Investor conferences, family offices, and financial institutions with dedicated Americas portfolios Audience outcomes A clear read on where U.S. policy toward Latin America is heading and what the administration is likely to do next A practical framework for distinguishing political noise from decisions that will actually move capital, trade, and talent Specific judgment on U.S.-Mexico, migration, Venezuela, Cuba, and Brazil, delivered with the authority of someone who has negotiated in the region The confidence to ask sharper questions of internal country teams, local partners, and government affairs advisers

Why organisations work with Dana Lewis Three decades of frontline reporting across more than 50 countries, including Moscow, Jerusalem, Iraq, and Afghanistan, bring first-hand authority to any panel on geopolitical risk. Twelve years based in Russia and fluent Russian give him context on Moscow, the Kremlin, and the wider post-Soviet space that few moderators in the market can match. Embedded assignments with the 101st Airborne, 82nd Airborne, 10th Mountain Division, and U.S. Marines in Iraq and Afghanistan make him credible on military and security subjects that often defeat generalist hosts. Interviews with heads of state including Vladimir Putin, King Hussein of Jordan, Benjamin Netanyahu, and Shimon Peres translate directly into the composure and pace required to hold a senior panel. Overseas Press Club awards for coverage of the Kursk submarine disaster and the Kosovo war, plus an Emmy nomination for his reporting on Russian orphans, back the billing with recognition from named bodies. Biography highlights Former Moscow correspondent for NBC News and Moscow Bureau Chief for Fox News, one of the longest-serving Western reporters based in Russia. Jerusalem-based Middle East Bureau Chief for CTV, covering Israel, the Palestinian territories, and the wider region. Correspondent credits with Fox News, NBC News, CBS News, CBC News, and CTV National News; contributor to Al Jazeera America. Embedded with U.S. forces for the 2003 Iraq invasion with the 101st Airborne and on multiple Afghanistan rotations including Helmand Province. Host of BACK STORY With DANA LEWIS, a world affairs podcast featuring interviews with former officials and subject experts. Overseas Press Club awards for the Kursk submarine disaster and the Kosovo war; Emmy nomination for Russian orphans reporting. Biography Moscow, Jerusalem, Kabul, and Baghdad are not datelines Dana Lewis covered from a hotel balcony. He lived in Russia for 12 years as NBC News Moscow correspondent and later Fox News Moscow Bureau Chief, one of the longest continuously based Western reporters in the country. Before that he ran CTV’s Middle East bureau out of Jerusalem through the 1990s. That grounding matters when a board is asked to think about Russia, Ukraine, Iran, or the Gulf. Lewis has interviewed Vladimir Putin, King Hussein of Jordan, Benjamin Netanyahu, and Shimon Peres. He was embedded with the 101st Airborne for the 2003 invasion of Iraq, and with the 82nd Airborne, 10th Mountain Division, and U.S. Marines across multiple Afghanistan tours including Helmand Province. He reports in English and Russian. The awards sit underneath the reporting, not in front of it. Overseas Press Club recognition for the Kursk submarine disaster and the Kosovo war, an Emmy nomination for a story on Russian orphans, and decades of assignments for Fox News, NBC News, CBS News, CBC News, CTV National News, and Al Jazeera America. Today he is based in London, hosts the BACK STORY With DANA LEWIS podcast on world affairs, and appears regularly on TRT World, LBC Radio, and ABC News Australia. For event organisers he works as a moderator, conference host, and interviewer, putting the same instincts that governed a live two-way from a war zone to work on a corporate stage. Key speaking topics Russia and the Kremlin Middle East conflict and security Geopolitical risk and foreign policy War reporting and frontline journalism International media and world affairs Event hosting, moderation, and executive interviews Ideal for Board and executive briefings on Russia, Ukraine, and the wider post-Soviet region Conferences requiring a moderator or host with authority on geopolitics and security Media panels and journalism programmes exploring war reporting and foreign correspondence Awards ceremonies and corporate events seeking a broadcast-trained presenter Audience outcomes A clearer read on the Kremlin’s logic and the constraints shaping Russian foreign policy A grounded sense of how Middle East conflicts connect to European and global risk An on-stage conversation moderated at the pace and standard of live network television First-hand colour from inside Moscow, Jerusalem, Kabul, and Baghdad that sharpens abstract risk discussions

Why organisations work with Dani Rodrik His “political trilemma of the world economy” – the argument that deep globalisation, national sovereignty, and democracy cannot all coexist simultaneously – gives leaders a precise framework for understanding trade conflict, populist backlash, and the limits of multilateral governance. No other speaker in this space originated a framework with comparable analytical reach. He was an early and rigorous critic of hyperglobalisation decades before it became a mainstream concern – his 1997 book Has Globalization Gone Too Far? challenged the economic consensus at a time when that consensus was near-universal. That track record gives his current views on de-globalisation a weight that commentary-based speakers cannot match. His most recent research on industrial policy – including the 2024 Annual Review of Economics paper “The New Economics of Industrial Policy” – provides organisations with an evidence-based lens on why governments are intervening in markets again, and what conditions make those interventions work or fail. His co-directorship of the Reimagining the Economy Program at Harvard Kennedy School, combined with long-standing engagement with the World Bank, IMF, and national governments, grounds his arguments in institutional and policy realities rather than theoretical abstractions. He addresses the specific commercial tension that most economists avoid: that markets require states, but too much globalisation undermines the states that markets depend on – a paradox directly relevant to any organisation managing regulatory risk, supply chain exposure, or international strategy. Biography highlights Ford Foundation Professor of International Political Economy, Harvard Kennedy School; formerly Albert O. Hirschman Professor, Institute for Advanced Study, Princeton Originator of the “political trilemma of the world economy” – one of the most cited frameworks in international economic theory Princess of Asturias Award for Social Sciences, 2020; Albert O. Hirschman Prize (inaugural), Social Science Research Council, 2007; Leontief Prize for Advancing the Frontiers of Economic Thought, Tufts University, 2002 President of the International Economic Association, 2021-23 Author of more than twenty books including The Globalization Paradox (2011), Straight Talk on Trade (2017), and Shared Prosperity in a Fractured World (Princeton University Press, 2025) Regular contributor to Project Syndicate since 1998; affiliated with the National Bureau of Economic Research and the Centre for Economic Policy Research, London Member of the Pontifical Academy of Social Sciences; co-director, Reimagining the Economy Program, Harvard Kennedy School Biography Dani Rodrik has spent three decades making a single, uncomfortable argument: that the version of globalisation advanced since the 1990s contained the seeds of its own political destruction. His 2000 paper coining the “political trilemma of the world economy” – the claim that deep globalisation, national sovereignty, and democracy cannot coexist simultaneously – now reads less like a provocation than a forecast. Brexit, the rise of economic nationalism, and the collapse of the trade consensus have all traced the fault lines he identified. His 2011 book The Globalization Paradox gave the trilemma its fullest treatment: markets require functioning states, but aggressive global integration progressively undermines the democratic legitimacy that states need to operate. The book has become a reference point for policymakers and strategists trying to understand why the rules-based international order is under pressure from within its own societies, not only from geopolitical rivals. More recently, Rodrik has turned the argument forward. His work at Harvard’s Reimagining the Economy Program, his 2024 Annual Review of Economics paper on the new economics of industrial policy, and his 2025 book Shared Prosperity in a Fractured World set out the conditions under which governments can use selective intervention to create good jobs, reduce inequality, and manage the green transition without sacrificing the open economy entirely. The argument is neither protectionist nor conventionally liberal – it is a structured case for how managed markets can deliver outcomes that free markets, left alone, will not. At Harvard Kennedy School, where he has held the Ford Foundation Chair in International Political Economy since 1996, Rodrik has advised the World Bank, contributed monthly analysis to Project Syndicate since 1998, and served as President of the International Economic Association. His awards – including the Princess of Asturias Award for Social Sciences and the inaugural Albert O. Hirschman Prize of the Social Science Research Council – recognise a body of work that has demonstrably reshaped how economists and policymakers talk about trade, development, and the relationship between markets and democracy. Key speaking topics The political trilemma of globalisation Trade policy and economic nationalism Industrial policy and the future of manufacturing Economic development and growth strategy Inclusive prosperity and the labour market Geopolitics and the international economic order Post-neoliberal economic policy The relationship between democracy and market integration Ideal for Government ministers, central bank officials, and senior civil servants navigating trade and industrial policy decisions Board-level strategy and risk committees assessing geopolitical and regulatory exposure International economic forums, sovereign wealth funds, and multilateral institutions Chief economists and global research heads at financial institutions Audience outcomes A precise analytical framework – the political trilemma – for diagnosing why trade and globalisation conflicts are structural rather than episodic Clearer understanding of the conditions under which industrial policy and managed trade create value, and when they do not Insight into the relationship between economic inequality, democratic instability, and the pressures on international institutions A sharper vocabulary for board and government conversations about de-globalisation, reshoring, and the limits of multilateral governance Historical and comparative perspective on which economic policy models have produced broad-based growth in developing and advanced economies

Why organisations work with Daniel Gros Direct lineage to the euro’s creation. As Economic Adviser to the Delors Committee, he worked on the blueprint that became Europe’s monetary union, and still publishes on its unfinished architecture. Two decades steering CEPS, Europe’s leading independent economic policy think tank, give him a working map of Brussels, Frankfurt, and national capitals that few outside economists can match. Current director of the Institute for European Policymaking at Bocconi University, with live research output on EU competitiveness, defense financing, and the middle-technology trap. Adviser to the European Parliament and former member of the Advisory Scientific Council to the European Systemic Risk Board, with standing counsel histories to governments in Greece, the UK, and the US. A syndicated Project Syndicate columnist whose positions often move ahead of consensus, useful for boards trying to separate durable shifts from noise. Biography highlights Director, Institute for European Policymaking at Bocconi University. Director of the Centre for European Policy Studies (CEPS), 2000 to 2020. Economic Adviser to the Delors Committee, European Commission, on the design of the euro. Former economist at the International Monetary Fund. Adviser to the European Parliament; former member of the Advisory Scientific Council to the European Systemic Risk Board. Co-author of European Monetary Integration (with Niels Thygesen) and Open Issues in European Central Banking (with Lorenzo Bini Smaghi); syndicated columnist for Project Syndicate. Biography The euro was designed in the late 1980s inside a committee chaired by Jacques Delors. Daniel Gros was the economic adviser on that committee, one of the technical authors of a currency now used by more than 340 million people. That origin shapes how he reads every European crisis since. For twenty years he ran the Centre for European Policy Studies in Brussels, the think tank most closely wired into EU institutions. Under his direction CEPS became a first reference for finance ministries, central banks, and the European Parliament on questions of monetary union, enlargement, and financial stability. He now directs the Institute for European Policymaking at Bocconi University, where his research agenda has moved to EU competitiveness, defense financing, Chinese industrial policy, and what he calls the middle-technology trap. His authority rests on two things working together. The first is technical depth: a University of Chicago PhD, a career inside the IMF and European Commission, co-authorship of the standard textbook on European monetary integration. The second is access. He advises the European Parliament, has counselled governments in Greece, the UK, and the US, and sat on the Advisory Scientific Council to the European Systemic Risk Board. What he gives a senior audience is the ability to distinguish structural change from cyclical noise in the European economy. His Project Syndicate columns often take positions ahead of the Brussels consensus, which is the useful test of whether a commentator is describing reality or repeating it. Key speaking topics Eurozone economic policy and monetary union EU competitiveness and industrial strategy European defense financing and fiscal capacity Geopolitical economic risk and EU-China relations The international role of the euro European banking, financial stability, and capital markets EU enlargement and the political economy of integration Ideal for Boards and executive committees of European financial institutions, asset managers, and insurers pricing eurozone and sovereign risk. CEOs, CFOs, and strategy leads at multinationals reassessing European market exposure against US and Chinese policy shifts. Government relations, policy, and public affairs leaders tracking Brussels and Frankfurt decisions that affect capital allocation. Investor conferences and economic outlook events briefing senior audiences on EU macro conditions. Audience outcomes A sharper read on where the eurozone’s architecture is still fragile and where it is more resilient than headlines suggest. A working view of the EU competitiveness agenda, including industrial policy, defense spending, and the middle-technology trap. Clarity on how European responses to Chinese industrial policy and US tariff shifts will reshape capital flows and trade. A named set of indicators and policy triggers to watch over the next 12 to 24 months. Answers calibrated to senior decision-makers, drawing on direct experience advising parliaments, central banks, and governments.

Why organisations work with Daniel Lacalle He is one of the few macro voices who has run institutional capital at Citadel and PIMCO, which means his read on central banks, rates and currencies is shaped by position-taking, not commentary. His work on monetary policy, set out in Escape from the Central Bank Trap, gives boards a specific framework for understanding why stimulus produces weaker growth and persistent inflation rather than the recovery policymakers promise. The Energy World Is Flat anticipated the structural shift in oil, gas and commodity markets that now sits at the centre of every industrial capital plan, energy security review and net zero financing decision. He sits across the macro and the energy desk in a way almost no other economist on the speaking circuit does, which matters for any board with significant exposure to commodities, infrastructure or sovereign risk. A regular voice on CNBC, Bloomberg, the Wall Street Journal and the World Economic Forum Agenda, so the analysis a room hears in private is the analysis institutional investors are pricing in public. Biography highlights Chief Economist at Tressis SV; former Vice President at PIMCO and portfolio manager at Citadel and Ecofin Limited. Professor of Global Economics at IE Business School and lecturer at the London School of Economics. Author of Life in the Financial Markets (Wiley), The Energy World Is Flat (Wiley), Escape from the Central Bank Trap (Business Expert Press) and Freedom or Equality (Post Hill Press). Ranked among the world’s twenty most influential economists by Richtopia in 2016, 2017 and 2019, and placed fifth in 2020. Voted Top 3 in the Thomson Reuters Extel Survey for five consecutive years across generalist, oil and electricity categories. Regular contributor to CNBC, Bloomberg, the Wall Street Journal, Fox News and the World Economic Forum Agenda, and weekly columnist for El Español. Biography Central banks have spent fifteen years running the largest monetary experiment in modern history. Boards now have to allocate capital inside the consequences. Daniel Lacalle has spent his career on the side of the trade where being wrong about the macro has a price, first at Citadel, then at Ecofin, then as Vice President at PIMCO. That experience sits underneath the books. Escape from the Central Bank Trap argues that easy money produces fragile balance sheets, asset inflation and weaker real growth, not the recovery policymakers describe. The Energy World Is Flat, written before the shale revolution remade global oil markets, set out why the assumptions priced into long-dated energy contracts no longer held. Both have moved from contrarian reading to mainstream reference inside investment committees. Since 2015 he has been Chief Economist at Tressis SV and a professor of global economics at IE Business School, with lecturing roles at the London School of Economics and IEB. His weekly commentary in El Español, his monthly slots on CNBC and Bloomberg, and his contributions to the World Economic Forum Agenda give boards a continuous read on rates, currencies, sovereign debt and energy that lines up with how institutional capital is actually positioned. The reason serious organisations book him is narrower than the topic list suggests. He is one of a small number of speakers who can sit across monetary policy and energy markets at the same time, with the credibility of having priced both inside a fund. For any board with material exposure to commodities, sovereign risk, or the cost of capital, that is the conversation that matters. Key speaking topics Monetary policy and central bank intervention Inflation, currencies and the cost of capital Global energy markets and security of supply Sovereign debt and fiscal sustainability Macroeconomic risk and capital allocation Geopolitics and global financial markets Ideal for Boards, investment committees and CFOs reviewing capital allocation under rate and currency volatility Energy, utilities and industrial leadership teams managing commodity exposure and the economics of the energy transition Banking, asset management and family office audiences setting macro positioning Sovereign and policy audiences working on fiscal, monetary and energy questions Audience outcomes A direct read on what current central bank policy implies for inflation, rates and the real cost of capital over a multi-year horizon A defensible view of structural conditions in global oil, gas and power markets, and what they mean for industrial investment A sharper sense of where sovereign and currency risk is being mispriced, and what that means for cross-border exposure The macro framing institutional investors are actually using, expressed in language a board can act on

Why organisations work with Daniel Thorniley He has spent more than three decades inside the operational reality of CEEMEA business, first as Senior Vice President at The Economist Group in Vienna for 23 years, now as President of DT-Global Business Consulting. The intelligence is primary, not secondary. Through DT-Global and the CEEMEA Business Group, he convenes a standing network of country managers and regional executives from multinationals across the region, which means briefings are grounded in what operators are actually seeing. He translates political and macroeconomic shifts into commercial decisions: pricing, distribution, partnerships, headcount, capex. Regional MDs can use the output the week they hear it. Oxford-trained in Soviet political economy with a doctorate, and co-author of “Emerging Markets: Lessons for Business Success” (Profile Books, The Economist series), so the regional judgement is backed by published work and academic credentials, not just consultancy experience. Non-executive member of the Global Advisory Board of AECOM, with long-standing advisory relationships across major European and US corporations. He is used to speaking in the idiom of the board. Biography highlights Oxford University: BA, diploma and doctorate in Soviet political economy. Senior Vice President and Senior Consultant, The Economist Group, Vienna office, for 23 years. Founder and President, DT-Global Business Consulting GmbH, Vienna. Co-founder, CEEMEA Business Group, an advisory network for regional executives operating across Central and Eastern Europe, the Middle East and Africa. Co-author, “Emerging Markets: Lessons for Business Success and the Outlook for Different Markets” (Profile Books / The Economist, 2004) with Nenad Pacek; author of a Palgrave Macmillan study on Soviet rural political economy. Member, Global Advisory Board, AECOM. Has briefed audiences including NATO, the United Nations, and corporate clients such as Coca-Cola, Procter and Gamble, Ernst and Young, Robert Bosch and Raiffeisen. Biography CEEMEA markets do not reward general-purpose economic commentary. A multinational running operations across Poland, Turkey, the Gulf, South Africa and, until recently, Russia needs someone who can say what the next two quarters look like in each of those environments and what to do about it. That is the gap Thorniley has built his career around. For 23 years he was Senior Vice President and Senior Consultant at The Economist Group in Vienna, covering global corporate trends and emerging markets. When the Vienna office closed in 2008, he founded DT-Global Business Consulting and co-founded the CEEMEA Business Group. Both serve the same buyer: a regional executive or board member who needs primary-source intelligence on CEE, CIS and MEA, not a repackaged macro report. The distinctive asset is the network. DT-Global and CEEMEA Business Group convene country managers and senior executives from multinationals with a regional presence, which means the analysis he delivers is built on what operators are seeing in their own P&Ls. That shows up in how the briefings are pitched, with specific guidance on pricing, distribution, staffing and capital allocation rather than high-altitude commentary. The academic foundation matters because the region rewards it. His Oxford doctorate in Soviet political economy and his Palgrave Macmillan monograph sit behind three decades of reading Russia and its neighbours; his co-authored Profile Books volume on emerging markets, written with Nenad Pacek under The Economist imprint, distilled the operational playbook for multinationals entering frontier economies. Sir John Major has publicly called him the world’s leading business expert on emerging markets. Key speaking topics CEEMEA economic and political outlook Russia, CIS and Central Asia business environment Central and Eastern Europe corporate strategy Middle East and Africa market entry and growth Global emerging markets risk and opportunity Multinational operating models in frontier economies Ideal for Boards and executive committees of multinationals with material CEEMEA exposure Regional presidents, country managers and EMEA leadership teams Corporate strategy, risk intelligence and government affairs functions Annual leadership offsites and investor or partner conferences focused on emerging markets Audience outcomes A clear read on where CEE, CIS and MEA economies are heading in the next two to four quarters A practical view on how political risk is translating into pricing, distribution and hiring decisions on the ground Specific guidance on which markets in the region to lean into, which to hold, and which to reassess A framework for stress-testing corporate assumptions about Russia, Turkey, the Gulf and Sub-Saharan Africa Candid answers on how peer multinationals are adjusting their regional operating models

Why organisations work with David Daokui Li His 2023 research found China’s local government debt to be 50% higher than IMF and World Bank estimates – using a new measurement methodology – making him one of the few analysts whose China numbers organisations have reason to trust over consensus figures He has attended high-level meetings with figures including Xi Jinping, giving him direct, first-person insight into how China’s senior leadership frames decisions – not inference from official statements His book «China’s World View» (W. W. Norton, 2024) frames Western misunderstanding of China as a systemic risk in itself – shifting the question from «what will China do?» to «why do we keep misreading it?» As a Harvard-trained economist who returned to lead China’s most prominent economic research centre, he can translate between two fundamentally different frameworks for economic reasoning – not just describe one to an audience fluent in the other His co-presidency of the Society for the Analysis of Government and Economics alongside Nobel Laureate Eric Maskin signals that his analytical framework for understanding state-driven economies is taken seriously at the highest level of the discipline Biography highlights Mansfield Freeman Chair Professor of Economics and Director of ACCEPT, Tsinghua University School of Economics and Management PhD in Economics, Harvard University; BS from Tsinghua University, 1985, as a member of the first graduating cohort of the School of Economics and Management Member, Monetary Policy Committee, People’s Bank of China (2016-2018); former external adviser to the International Monetary Fund; member, CPPCC (2008-2023) Founding Dean, Schwarzman College, Tsinghua University Co-President, Society for the Analysis of Government and Economics (SAGE), alongside Eric Maskin, 2007 Nobel Laureate in Economics Author, «China’s World View: Demystifying China to Prevent Global Conflict» (W. W. Norton, 2024), endorsed by Lawrence Summers, Jeffrey Sachs, Niall Ferguson, and Mark Leonard Regular contributor to Project Syndicate; cited in the Wall Street Journal, Financial Times, Bloomberg, and New York Times; appears on CNBC and Bloomberg TV Named one of China’s 10 most influential economists by Wall Street Wire (2006) Biography China’s economy confounds Western observers not because it is opaque, but because it operates on a different logic – one shaped by two thousand years of Confucian governance philosophy, decades of directed industrial policy, and a political system with incentives that bear little resemblance to liberal democratic models. David Daokui Li is the Mansfield Freeman Chair Professor of Economics at Tsinghua University and Director of the Academic Center for Chinese Economic Practice and Thinking (ACCEPT). He holds a PhD from Harvard and was a member of the first graduating cohort from Tsinghua’s School of Economics and Management in 1985. Li’s career has been built at the intersection of academic economics and active policy. He served on the Monetary Policy Committee of the People’s Bank of China from 2016 to 2018, was a member of the Chinese People’s Political Consultative Conference for fifteen years, and was an external adviser to the IMF. He has attended high-level government meetings with figures including Xi Jinping. The founding dean of Schwarzman College at Tsinghua, he also co-presides over the Society for the Analysis of Government and Economics alongside Nobel Laureate Eric Maskin – a pairing that reflects where his intellectual ambition sits: building a rigorous framework for understanding economies in which the state is a primary actor. His 2023 research, conducted at ACCEPT with co-author Zhang He, concluded that China’s local government debt stood 50% higher than IMF and World Bank estimates – a finding that challenged the methodologies on which most international assessments of China’s fiscal position rely. His 2024 book, «China’s World View: Demystifying China to Prevent Global Conflict,» published by W. W. Norton, makes the case that Western strategic miscalculation on China stems not from a lack of information but from a failure to understand how China’s leadership thinks. The book was endorsed by Lawrence Summers, Jeffrey Sachs, Niall Ferguson, and Mark Leonard. For organisations navigating decisions about China – whether on investment exposure, supply chain design, or geopolitical positioning – Li offers something genuinely rare: the analytical rigour of a Harvard-trained economist, direct access to China’s senior policy deliberations, and the ability to articulate what China’s government actually believes about its own economic model and its place in the world. Key speaking topics China’s economic strategy and the logic of state-directed capitalism US-China economic competition and the risks of strategic misreading China’s local government debt and systemic financial risk The internationalisation of the RMB and China’s role in global finance Geopolitical risk and its economic consequences for multinationals China’s governance model – history, incentives, and decision-making Global economic rebalancing and the future of multilateral institutions Ideal for Boards and C-suites of multinationals with significant China exposure or supply chain dependencies Chief Risk Officers and Chief Strategy Officers navigating US-China decoupling scenarios Investment committees and asset managers with emerging market or Asia-Pacific mandates Senior government and policy audiences working on trade, geopolitical risk, or international economic governance Audience outcomes A clearer model for how China’s senior leadership actually frames economic decisions – not derived from official statements alone A more accurate picture of China’s structural fiscal risks, including the scale and composition of local government debt A framework for distinguishing between China’s stated policy positions and the underlying strategic logic that drives them A calibrated view of where US-China economic tension is most likely to produce disruption, and where convergence remains possible Practical reference points for pressure-testing internal assumptions about China in investment, supply chain, and strategic planning contexts

Why organisations work with David Goodhart His Anywheres-Somewheres framework – originated in The Road to Somewhere and now widely cited in policy and board-level discourse – gives leadership teams a precise vocabulary for the value divide driving political volatility, workforce disengagement, and brand risk, and a basis for strategic response that goes beyond reactive communication. His Head, Hand, Heart typology reframes the talent and automation debate: it argues that cognitive work has been systematically over-valued at the expense of manual and care-based vocations, giving organisations a rigorous basis for rethinking workforce design, skills investment, and the distribution of dignity and status at work. His trilogy – The Road to Somewhere, Head, Hand, Heart, and The Care Dilemma – maps three decades of social disruption as a connected analytical story, giving boards a through-line from the Brexit-era value fracture to current debates on care, fertility, and workforce sustainability. He draws on live research at Policy Exchange’s Demography, Immigration and Integration Unit rather than a fixed single-book thesis – his analysis tracks current demographic, policy, and political data and adjusts accordingly. His range is structurally unusual: 12 years as a Financial Times correspondent, founder and editor of Prospect magazine, Director of Demos, and current Commissioner on the Equality and Human Rights Commission – he holds the argument across journalism, think tank research, and regulatory governance in a combination that very few analysts in this space can match. Biography highlights Head of Policy Exchange’s Demography, Immigration and Integration Unit and Director of the Integration Hub Commissioner on the Equality and Human Rights Commission Founder and former editor of Prospect magazine (established 1995); Financial Times correspondent for 12 years, including a posting in Germany during reunification Former Director of the think tank Demos Author of The Road to Somewhere (Sunday Times bestseller; longlisted for the Orwell Prize 2018), Head, Hand, Heart (Financial Times and Telegraph Book of the Year 2020), The Care Dilemma (Financial Times and Spectator Book of the Year 2024), and The British Dream (shortlisted for the Orwell Prize 2014) Contributor to the Guardian, the Times, the Independent, and the Financial Times; presenter of BBC Radio 4 Analysis programmes Biography David Goodhart founded Prospect magazine in 1995 and spent 12 years as a Financial Times correspondent – including a posting in Germany during reunification. The Road to Somewhere (2017) named the divide between mobile Anywheres and rooted Somewheres: a framework now standard in policy and board-level analysis of political risk. That book launched a trilogy. Head, Hand, Heart (2020) extended the argument to work and status, making the case that cognitive elites had systematically captured the labour market at the expense of manual and care-based vocations. A Financial Times and Telegraph Book of the Year, it identified the dignity deficit that now drives workforce disengagement and vocational underinvestment. The Care Dilemma (2024), also a Financial Times Book of the Year, completed the arc – examining how rapid social change has produced structural deficits in care, family stability, and demographic renewal. His institutional base spans journalism, policy, and governance. He served as Director of Demos before heading Policy Exchange’s Demography, Immigration and Integration Unit. He sits as a Commissioner on the Equality and Human Rights Commission – a combination that allows him to hold the argument across research, regulatory practice, and public media with unusual coherence. The frameworks Goodhart has built are reference points for boards and leadership teams trying to understand why workforces, consumer bases, and political environments are pulling in different directions. His contribution is analytical rigour applied to the forces most organisations feel but struggle to name. Key speaking topics The Anywheres-Somewheres divide and political risk Immigration, integration, and social cohesion Populism, value-based political fractures, and elite distrust Status, dignity, and the cognitive-skills divide in modern economies Demography, fertility, and the care deficit The future of vocational work and skills systems National identity and the politics of belonging Ideal for C-suite and board audiences mapping the political and social risks shaping the operating environment Government, public sector, and policy leadership teams working on immigration, integration, demographic change, or social cohesion HR, talent, and workforce strategy leaders reassessing skills frameworks, vocational pathways, and workforce dignity in the context of automation Public affairs, corporate affairs, and ESG functions managing social licence, institutional trust, and stakeholder relations Audience outcomes A working vocabulary for the Anywheres-Somewheres divide and its concrete implications for workforce, consumer, and political behaviour A structural account of why political volatility is a durable feature of the operating environment, not a temporary disruption A framework for auditing how organisations distribute status, dignity, and investment across cognitive, manual, and care-based roles – and the strategic consequences of imbalance Clearer analytical thinking about demographic change – falling birthrates, ageing populations, and the emerging care deficit – as strategic planning factors rather than background noise A more grounded, evidence-based framing of immigration and integration as policy and social licence issues, accessible across the political spectrum

Why organisations work with David Lammy Direct, recent experience of conducting British foreign policy at Cabinet level, including engagement with the Trump administration, the EU, China and the Ukraine response, which is rare in a speaker market dominated by retired diplomats and academic commentators. Authored the Lammy Review, the independent UK government review on race in the criminal justice system that produced 35 recommendations and remains a working reference for government and the Prison Reform Trust years after publication. Wrote «Tribes: A Search for Belonging in a Divided Society», a published argument on identity, polarisation and what holds plural societies together, which gives audiences more than a politician’s stump speech on division. Operates across justice, foreign affairs and domestic equity, so a single conversation can move from US relations to workforce inclusion without losing depth in either. Visiting academic appointments at LSE and SOAS sit alongside the Cabinet role, which signals that the analysis is grounded in legal and policy substance rather than soundbite. Biography highlights Deputy Prime Minister, Lord Chancellor and Secretary of State for Justice of the United Kingdom since September 2025. Foreign Secretary of the United Kingdom from July 2024 to September 2025. Member of Parliament for Tottenham since 2000; admitted to the Privy Council in 2008. Author of the 2017 Lammy Review for HM Government on BAME outcomes in the criminal justice system. Author of «Tribes: A Search for Belonging in a Divided Society» and «Out of the Ashes: Britain after the Riots», both published by Hachette UK. First Black Briton to study at Harvard Law School (LLM, 1997); called to the bar at Lincoln’s Inn, 1994. Visiting Professor in Practice, LSE Department of Law; Visiting Lecturer, SOAS. Biography The conduct of British foreign policy in 2024 and 2025 ran through one office. As Foreign Secretary, David Lammy handled the UK response to the war in Ukraine, the war in Gaza, the second Trump administration and a recalibrated relationship with the European Union, before being moved in September 2025 to Deputy Prime Minister, Lord Chancellor and Secretary of State for Justice. Few speakers can describe how governments make those decisions, because few have made them. That seniority sits on a long parliamentary record. Elected for Tottenham in 2000 at the age of 27, Lammy held ministerial roles in higher education, culture and skills under the last Labour government, and was admitted to the Privy Council in 2008. The constituency itself, scene of the 2011 riots, shaped his book «Out of the Ashes: Britain after the Riots» and his work on policing, justice and inequality. In 2017 he authored the Lammy Review, the independent government review of how Black, Asian and minority ethnic people are treated in the criminal justice system. Its 35 recommendations and its costing of disproportionality at over 309 million pounds a year remain a working reference for ministers and reform bodies. «Tribes: A Search for Belonging in a Divided Society», published the following year, sets out a wider thesis on identity, polarisation and what plural societies need to hold together. The credentials are unusually broad for a frontline politician. Harvard Law School (LLM, 1997), called to the bar at Lincoln’s Inn, visiting professor at LSE, visiting lecturer at SOAS. Audiences get a Cabinet minister who can argue the legal and historical substance of what he is describing, not only the politics. Key speaking topics UK foreign policy and the transatlantic relationship Geopolitical risk and political volatility Justice, the rule of law and constitutional reform Race, identity and social cohesion Tribalism and polarisation in plural societies UK domestic politics and public policy Leadership in fractured political environments Ideal for Boards and executive committees stress-testing geopolitical, regulatory and political-risk assumptions. Chief sustainability, public affairs and government relations leaders working at the policy interface. Chief people officers and CHROs working on inclusion, cohesion and the politics of identity at work. General counsel and chief risk officers tracking justice reform, rule of law and sanctions exposure. Audience outcomes A current read of UK and US policy direction from someone who has sat across the table from the principals. A clearer view of how government actually weighs sanctions, alliances and domestic politics in foreign policy decisions. A sharper frame for talking about identity, race and cohesion inside organisations without defaulting to slogans. Specific named reference points (the Lammy Review, «Tribes») that audiences can take back into their own policy and people work.

Why organisations work with David McWilliams He publicly forecast the 2008 financial crisis, Brexit, and the rise of US trade nationalism – while the institutional consensus pointed elsewhere. That track record changes how boards receive his analysis. Money: A Story of Humanity was named Economics Book of the Year by the Financial Times and Book of the Year by The Economist in the same year. That combination of endorsements is rare and signals intellectual authority, not just popular appeal. He frames monetary and economic forces as historical and civilisational patterns rather than cyclical fluctuations, giving leadership teams a much longer analytical lens than conventional macro forecasting provides. His podcast has passed 40 million downloads across 130 countries – which means his frameworks have already been tested against non-economist audiences, and translate directly into board conversations without requiring prior economic knowledge. His festival Kilkenomics was described by the Financial Times as “simply, the best economics conference in the world” – a peer endorsement that signals the quality of dialogue he convenes and the seriousness with which other economists take his work. Biography highlights Adjunct Professor of Global Economics, Trinity Business School, Trinity College Dublin; Masters in Economics, College of Europe, Bruges Former economist at the Central Bank of Ireland; subsequently Senior European Economist at UBS and Head of Emerging Markets Research at Banque Nationale de Paris Author of six books, including Money: A Story of Humanity – named Economics Book of the Year by the Financial Times, Book of the Year by The Economist and The Observer, Waterstones Non-Fiction Book of the Year, and an international No.1 bestseller (2024) Weekly columnist, The Irish Times; regular contributor, Financial Times; contributor to TIME magazine TED2023 main stage speaker; “The Power of Unconventional Thinking” has exceeded one million views Founder of Kilkenomics; co-founder of the Dalkey Book Festival; World Economic Forum Young Global Leader Biography When organisations need economic foresight, they typically turn to the same institutions – banks, consultancies, research houses – whose consensus forecasts missed the 2008 crash, Brexit, and the rise of trade nationalism. David McWilliams, Adjunct Professor of Global Economics at Trinity College Dublin, was among the very small group who called all three in advance. He trained at Trinity College Dublin and the College of Europe in Bruges, and worked as an economist at the Central Bank of Ireland before moving to UBS and Banque Nationale de Paris, where he held senior roles in European and emerging markets research. His most recent book, Money: A Story of Humanity, argues that money is not a financial instrument but a civilisational technology – the primary force shaping power, politics, and social structure across five millennia of human history. Named Economics Book of the Year by the Financial Times and Book of the Year by The Economist in 2024, it became an international No.1 bestseller translated into 21 languages. Its central argument – that the stability of today’s monetary system is largely illusory, built on mechanisms most decision-makers do not understand – speaks directly to organisations navigating interest rate risk, currency exposure, or fiscal stress. A weekly columnist in The Irish Times and regular contributor to the Financial Times, McWilliams has built one of the broadest non-specialist economics audiences of any working economist. His podcast has passed 40 million downloads across 130 countries. His TED2023 main stage talk has exceeded one million views. The reach matters in leadership settings: his frameworks have been tested against audiences who are not economists, which means they translate directly into board conversations. He founded Kilkenomics on the premise that the best economic thinking happens when it is challenged from outside the discipline – a view the Financial Times endorsed by calling it “simply, the best economics conference in the world.” The same argument runs through his TED talk, “The Power of Unconventional Thinking”: that institutions which reward consensus produce the overconfidence that precedes every major economic failure. For leadership teams navigating the current period of monetary, geopolitical, and structural instability, that is not an abstract point. Key speaking topics Monetary systems and the history of money Global macroeconomic trends and forecasting Geopolitics and the political economy of trade Financial market dynamics and systemic risk The future of currencies and digital money Economic nationalism and the fracturing of global trade Unconventional thinking and institutional groupthink Ideal for Board-level and C-suite leadership conferences focused on strategic risk, long-range planning, or capital allocation in conditions of macro uncertainty Financial services and banking audiences navigating monetary policy, interest rate cycles, and regulatory change Corporate strategy and scenario planning forums requiring grounded macroeconomic and geopolitical context Economic policy and public affairs conferences where eurozone dynamics, EU-UK relations, or global trade architecture are on the agenda Audience outcomes A structured understanding of how monetary systems and debt cycles create predictable patterns of economic stress – and what indicators to watch for A longer historical lens for interpreting current macro conditions, including inflation, currency risk, and fiscal instability Practical context for the geopolitical and structural forces driving trade nationalism, eurozone tensions, and dollar dependency Confidence in interrogating economic consensus rather than deferring to it uncritically A framework for communicating economic complexity to non-specialist boards, investors, or stakeholders

Why organisations work with David Smith More than three decades of reading the UK economy from inside the same national-press seat, which gives audiences a continuous interpretive line on monetary policy, fiscal cycles and recovery patterns that no rotating commentator can offer. A working journalist’s access. Smith writes the weekly Sunday Times economics column and a Times column, so briefings draw on live contact with policy thinkers, Treasury officials and City economists, not retrospective analysis. Authored catalogue covering the Thatcher-era monetarist experiment, the 2008 financial crisis, the China and India growth story, and post-crisis Britain. Few UK economics speakers can place a current decision against that depth of written record. Trusted by sector audiences for Budget and Spending Review briefings, including recurring briefings for the Disruptive Innovators Network in housing, which signals he reads as relevant to operational leaders, not just finance specialists. Academic credibility without academic remove: Honorary Professor at Nottingham and Visiting Professor at Cardiff, while still writing weekly for the national press. Biography highlights Economics Editor of The Sunday Times since 1989; also chief leader-writer, assistant editor and policy adviser. Weekly columnist for The Times since 2016. Honorary Professor, Faculty of Social Sciences, University of Nottingham; Visiting Professor, Cardiff University. Author of Free Lunch: Easily Digestible Economics, The Dragon and the Elephant, The Age of Instability, Something Will Turn Up and earlier titles including The Rise and Fall of Monetarism and North and South. Harold Wincott, Senior Financial Journalist of the Year; Economics Commentator of the Year (2013); Business Journalist of the Year, London Press Awards (2014); Property Columnist of the Year. Highly Commended Feature Writer of the Year at the British Press Awards (2008). Biography UK economic policy has been rewritten at least three times in a generation: the monetarist experiment, the response to the 2008 crash, and the post-pandemic reset of inflation, rates and public spending. Reading each of those shifts as they happened, in the same national newspaper column, is a rare position. That is the seat David Smith has held since 1989. As Economics Editor of The Sunday Times, chief leader-writer and assistant editor, Smith writes the paper’s weekly economics column and contributes a separate weekly column to The Times. The work is grounded in continuous contact with Treasury officials, Bank of England watchers and City economists, which is why corporate audiences treat his Budget and Spending Review briefings as a baseline read rather than a comment piece. His books extend that frame backwards and outwards. The Rise and Fall of Monetarism, From Boom to Bust and North and South, track the structural arguments inside the UK economy. The Dragon and the Elephant set out the China and India growth story before it was a consensus board topic. The Age of Instability and Something Will Turn Up read the 2008 crisis and its long tail. The catalogue gives him a historical baseline that most current commentators do not have. Academic affiliations sit alongside the journalism rather than replacing it. Smith is Honorary Professor in Nottingham’s Faculty of Social Sciences and a Visiting Professor at Cardiff University, and has lectured at Nottingham’s Malaysia and Ningbo campuses. His awards record, including the Harold Wincott Senior Financial Journalist of the Year, the 2013 Economics Commentator of the Year and the 2014 Business Journalist of the Year at the London Press Awards, marks him as the commentator other commentators read. Key speaking topics UK economic policy and the Budget Bank of England and interest rate outlook Global markets and the US Federal Reserve UK and Europe after Brexit UK housing and property markets China, India and the shifting global economic order Long-run outlook for the UK economy Ideal for Boards and executive teams making capital allocation, hiring or pricing decisions against a moving macro picture CFOs, treasurers and heads of strategy are briefing leadership on the UK and global economic outlook Property, housing and real-estate leadership audiences planning against rate and policy cycles Annual conferences, partner meetings and client events are looking for a senior, non-partisan read of the UK economy Audience outcomes A clear, current read of where UK growth, inflation and interest rates are heading and what is driving each A view on the next Budget or fiscal event and how it changes the operating environment A grounded sense of how UK conditions sit against US, European and Asian economic shifts Confidence in distinguishing genuine structural change from short-term political and market noise Specific reference points from three decades of UK economic cycles that audiences can use in their own planning conversations