Political Risk & Policy

Why organisations work with Thomas Sargent The rational expectations framework he helped build is now embedded in the operating logic of central banks, the IMF, and finance ministries worldwide. Sargent doesn’t explain this framework from the outside. He built it. His policy-ineffectiveness proposition (developed with Neil Wallace) gives organisations a precise analytical basis for understanding why government interventions routinely fall short of stated intentions, and how to plan around that gap. His co-authored work on Robustness (with Nobel laureate Lars Peter Hansen) addresses something most economic frameworks ignore: what rigorous decision-making looks like when the decision-maker doesn’t fully trust their own model. This is directly applicable to scenario planning and capital allocation under genuine uncertainty. His directorship of SIQEF at Peking University HSBC Business School gives him unusual depth on Chinese macroeconomic institutions and decision-making; relevant to any organisation navigating US-China economic dynamics. His Nobel lecture – «United States Then, Europe Now» – applied the lessons of US fiscal-monetary coordination to the European debt crisis in real time. He has a demonstrable track record of applying formal economic theory to live policy problems, not just historical ones. Biography highlights Nobel Memorial Prize in Economic Sciences, 2011 (shared with Christopher Sims), cited for empirical research on cause and effect in the macroeconomy W.R. Berkley Professor of Economics and Business, New York University (joint appointment, Department of Economics and Stern School of Business) Donald L. Lucas Professor in Economics, Emeritus, Stanford University; Senior Fellow (adjunct), Hoover Institution, Stanford (since 1987) Past President of the American Economic Association, the Econometric Society, and the Society for Economic Dynamics Fellow of the National Academy of Sciences and the American Academy of Arts and Sciences (elected 1983); Erwin Plein Nemmers Prize in Economics, Northwestern University (1997) Director, Sargent Institute of Quantitative Economics and Finance (SIQEF), Peking University HSBC Business School; co-founder, QuantEcon (2016) Biography Monetary policy has consequences that depend not just on what governments and central banks do, but on what everyone else expects them to do next. Thomas Sargent is one of the economists who formalised that insight – and in doing so, changed the way economic policy is designed and communicated globally. His contribution to the rational expectations revolution, developed through close collaboration with Robert Lucas and Neil Wallace at the University of Minnesota in the 1970s, established that households and firms adjust their behaviour in anticipation of policy moves. The practical implication – often called the policy-ineffectiveness proposition – is that surprise stimulus and systematic intervention operate by fundamentally different mechanisms. Central bank communication strategy, inflation targeting, and the design of fiscal rules all carry the influence of this work. The 2011 Nobel Prize in Economic Sciences, shared with Christopher Sims, recognised his empirical methods for identifying cause-and-effect relationships in complex macroeconomic systems. His subsequent work with Lars Peter Hansen, published as Robustness, extended this into a formal framework for decision-making under model uncertainty; the condition in which a leader knows their economic model might be wrong, but must act anyway. It is a framework with direct application well beyond academic economics. He is currently the W.R. Berkley Professor of Economics and Business at NYU, a Senior Fellow at Stanford’s Hoover Institution, and Director of the Sargent Institute of Quantitative Economics and Finance at Peking University HSBC Business School, a role that gives him active engagement with macroeconomic thinking across both Western and Chinese institutional contexts. Key speaking topics Rational expectations and macroeconomic policy Monetary policy design and central bank strategy Fiscal-monetary coordination Economic modelling under uncertainty Inflation dynamics and policy regime change Robustness and decision-making under model uncertainty Quantitative tools in economic analysis Ideal for Boards and C-suite executives making long-horizon capital allocation or strategic planning decisions in uncertain macroeconomic environments Financial services organisations (asset managers, insurers, investment banks) with direct exposure to central bank policy and interest rate cycles Government and public sector leadership teams engaged in fiscal or monetary policy design Economists, analysts, and research leads in institutions where formal macroeconomic modelling is central to decision-making Audience outcomes A working understanding of how rational expectations theory changes the analysis of monetary and fiscal policy, and why this matters for corporate planning A clearer framework for distinguishing between policy signals that will hold and those that markets and households have already priced or neutralised Exposure to the robustness approach to decision-making: how to act rationally when you know your model of the world may be incomplete Greater confidence in reading macroeconomic indicators in relation to institutional behaviour, not just headline data Context on the historical record of policy regime transitions – disinflation, fiscal consolidation, currency crises – and the conditions under which those transitions succeed or fail

Why organisations work with Thomas Piketty He owns the primary dataset. The World Inequality Database, which he co-directs from the Paris School of Economics, is the reference series most finance ministries and international institutions cite when modelling distribution. His arguments have moved policy. Capital in the Twenty-First Century reset the global conversation on wealth taxation, inheritance and progressive capital rules at the OECD, EU and G20 level. He works at a 250-year time horizon. Boards modelling political risk, sovereign debt sustainability or long-run capital returns get a frame that goes well beyond standard cycle analysis. He is independent of national political circuits. He declined the French Legion d’Honneur in 2015, and his credibility with European, US and emerging-market audiences rests on that distance from government. A senior buyer gets an economist who has both the academic standing (EHESS, PSE, LSE) and the public reach to engage a leadership team on inequality without flattening it into a slogan. Biography highlights Professor at the École des hautes études en sciences sociales and the Paris School of Economics. Centennial Professor at the LSE International Inequalities Institute since 2015. Co-director of the World Inequality Lab and the World Inequality Database. Author of Capital in the Twenty-First Century, Capital and Ideology, and A Brief History of Equality, all published by the Belknap Press of Harvard University Press. Recipient of the Yrjo Jahnsson Award (2013) and the British Academy Medal (2014). Delivered the Ellen McArthur Lectures at the University of Cambridge Faculty of History in 2025. Biography The distribution of wealth is not a side-effect of growth. It is now the variable that shapes tax design, capital controls and the political tolerance for global business. Capital in the Twenty-First Century, published in 2014, made that case with 250 years of historical data and forced finance ministries, central banks and large investors to take inequality seriously as a risk factor. The author of that book runs the dataset behind the argument. The World Inequality Database, co-directed from the Paris School of Economics, is the reference series for income and wealth concentration used by the OECD, the European Commission and the IMF. Capital and Ideology in 2020 extended the analysis into a comparative history of inequality regimes, and A Brief History of Equality in 2022 distilled the argument into policy terms. His institutional base is unusual. He holds chairs at EHESS and the Paris School of Economics, is Centennial Professor at the LSE International Inequalities Institute, and taught earlier as an assistant professor at MIT. He declined the Legion d’Honneur in 2015, on the grounds that it was not the state’s role to decide who is honourable. For a senior audience, the value is direct. He gives boards a way to read inequality as a structural input into long-run capital allocation, regulatory exposure and political risk, drawn from the empirical work that has reshaped how governments think about taxation since 2014. Key speaking topics Income and wealth inequality Taxation and capital regulation Long-run capital returns and political risk The future of progressive taxation and inheritance Inequality in Europe, the US and emerging markets Macroeconomic policy and redistribution Globalisation, trade and capital mobility Ideal for Boards and investment committees price long-run political and policy risk into capital allocation. CFOs, heads of tax and group treasurers tracking the direction of corporate, capital and inheritance tax regimes. CEOs and strategy heads at multinational firms are exposed to shifting regulations on wealth, labour share and globalisation. Senior teams in banks, asset managers and sovereign investors that need a serious empirical frame on inequality. Audience outcomes A clear read of where wealth concentration is heading in major economies and what that implies for tax and regulation. A 250-year frame on capital returns, growth and inequality that sharpens long-horizon strategic decisions. A working understanding of the policy proposals (progressive capital tax, inheritance reform, tax transparency) under serious discussion at the OECD and EU. An independent academic perspective on the political conditions for global business, distinct from sell-side commentary. A direct exchange with one of the economists whose work is most cited by policymakers shaping the rules companies will operate under.

Why organisations work with Tawfik Jelassi He has run digital transformation from three vantage points most speakers only write about: as an IMD professor teaching the OWP programme, as a national minister responsible for ICT policy, and as the UNESCO executive overseeing the global agenda on information and knowledge societies. His textbook Strategies for e-Business, now in its fourth edition with Springer, is used in business schools worldwide, which means his frameworks on value creation and digital business models are not improvised for the stage, they are stress-tested in classrooms. The policy lens is hard to replicate. On questions of AI governance, disinformation, platform regulation and digital inequality, he speaks from inside the UN system, not as an outside commentator. His case-writing record, recognised repeatedly by the European Foundation for Management Development, the Society for Information Management and the Case Centre, produces sessions anchored in named companies and decisions rather than abstractions. He moves credibly across corporate, government and multilateral audiences, which is what most digital and AI briefs now require when the room includes a regulator or a chief of staff. Biography highlights Professor of Strategy and Technology Management at IMD Business School; Co-Director of IMD’s flagship Orchestrating Winning Performance programme UNESCO Assistant Director-General for Communication and Information, 2021 to 2025 Former Minister of Higher Education, Scientific Research and ICT in Tunisia’s Jomaa government, 2014 to 2015 PhD in Information Systems, New York University (Stern); former faculty at INSEAD and Indiana University (Kelley); former Dean of the Business School at École des Ponts ParisTech Co-author of Strategies for e-Business, Springer, fourth edition Multiple case-writing awards from EFMD, SIM and the Case Centre; two Tunisian national decorations for service in education and science Biography Digital transformation is no longer a technology programme. It is a choice about the business model, the regulator’s next move, and the kind of society an organisation wants to operate in. Tawfik Jelassi’s authority comes from having run that choice at three levels at which most leaders only experience one. He teaches it at IMD as Professor of Strategy and Technology Management and Co-Director of Orchestrating Winning Performance, the institute’s largest executive programme. Before IMD, he spent thirteen years as Dean of the Business School at École des Ponts ParisTech, with earlier faculty posts at INSEAD and Indiana University’s Kelley School, and a PhD in Information Systems from NYU Stern. His case writing on digital business and technology management has been recognised repeatedly by the European Foundation for Management Development, the Society for Information Management and the Case Centre. The co-authored Springer textbook Strategies for e-Business is in its fourth edition. The second stream is policy. Jelassi served as Minister of Higher Education, Scientific Research and ICT in Tunisia’s post-revolution government under Prime Minister Mehdi Jomaa. From 2021 to 2025 he was UNESCO’s Assistant Director-General for Communication and Information, responsible for the organisation’s global programmes on freedom of expression, digital transformation, AI governance, information integrity and ICT in education. Few academics working on digital strategy have held the pen on multilateral regulation of the platforms they teach about. That dual vantage point is the point of the work. Jelassi can tell a board how a generative AI deployment looks from the inside of a UN agency drafting rules for it, and tell a ministry how a platform chief executive reasons about compliance. For organisations whose strategy now runs through regulation, geopolitics and public trust as much as technology, that is an unusually useful seat at the table. Key speaking topics Digital business transformation and value creation AI governance and platform regulation Leadership in technology-driven organisations Information integrity, trust and freedom of expression Inclusive knowledge societies and the digital divide Public-private cooperation on technology policy Ideal for CEOs and executive committees setting direction on digital and AI strategy in regulated industries Boards and chairs working through the governance implications of AI, data and platform policy Government, multilateral and public-sector leadership teams shaping national digital agendas International conferences and cross-sector forums where business, policy and civil society share a room Audience outcomes A clearer read of how digital and AI strategy is being reshaped by policy and multilateral regulation in real time Practical frameworks for evaluating digital business models and value creation, drawn from the Springer textbook used in business schools worldwide Specific reference points from named corporate cases and from inside UN and ministerial decision-making A more confident vocabulary for discussing trust, information integrity and the social licence of technology in boardroom terms

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

Why organisations work with Steven Pinker His argument that human cognitive biases – availability, confirmation, narrative distortion – are not random errors but predictable and correctable patterns gives organisations a diagnostic framework that most behavioural science speakers only gesture towards. The Better Angels of Our Nature and Enlightenment Now provide leaders with a rigorously evidenced counterweight to crisis-driven decision-making: a data-grounded case for long-run institutional progress that challenges the assumption that things are categorically worse than before. Rationality: What It Is, Why It Seems Scarce, Why It Matters grew out of a Harvard course on reasoning, and offers organisations a structured, named toolkit – logic, Bayesian probability, causal inference, game theory – applied directly to the kinds of collective judgments institutions face. His work on language and common knowledge (the study of what people know that others know they know) gives communicators and senior leaders rare analytical precision about why messaging fails, why consensus breaks down, and how shared understanding is actually constructed. Recognised by the BBVA Foundation Frontiers of Knowledge Award and elected to the U.S. National Academy of Sciences, Pinker brings a level of peer-validated scholarly authority that very few public-facing intellectuals in this space can match. Biography highlights Johnstone Family Professor of Psychology, Harvard University; faculty career spanning Harvard, MIT (1982–2003), and Stanford Elected to the U.S. National Academy of Sciences (2016) Author of thirteen books, including The Better Angels of Our Nature, Enlightenment Now, and Rationality BBVA Foundation Frontiers of Knowledge Award in Humanities and Social Sciences (shared with Peter Singer) William James Book Prize (three times); Los Angeles Times Science Book Prize; Cundill Recognition of Excellence in History Award Ranked by Academic Influence as the second most influential psychologist in the world, 2010–2020 Regular contributor to The New York Times, Time, and The Atlantic; named to Time magazine’s 100 Most Influential People in the World and Foreign Policy‘s 100 Global Thinkers Biography Organisations that operate in complex, information-saturated environments face a specific and underappreciated failure mode: not a shortage of data, but a systematic distortion in how that data is processed. Leaders overweight vivid recent events, underweight statistical baselines, and build strategy around narratives that feel coherent rather than evidence that is reliable. The cognitive science underlying these failures is well-documented – but rarely applied with rigour inside institutions. Steven Pinker has spent four decades studying the mechanisms of language, reasoning, and human cognition at Harvard, MIT, and Stanford. His research is not popularised work drawn from others’ findings: it is original experimental scholarship in visual cognition, psycholinguistics, and the psychology of social relations, conducted at the Johnstone Family Chair in Harvard’s Department of Psychology. What distinguishes his public work is the consistent application of that scientific foundation to questions that organisations – and civilisations – actually face. His most argued books form a coherent intellectual project. The Better Angels of Our Nature (2011) used historical data across centuries to make the case that violence and conflict have declined measurably – not as opinion, but as documented empirical fact – and identified the institutional and psychological forces responsible. Enlightenment Now (2018) extended that analysis across all major indicators of human welfare, arguing that reason, science, and Enlightenment institutions remain the engines of progress. Rationality (2021) turned the lens directly onto decision-making: what cognitive tools are required to think clearly, why they are rarely applied, and how organisations and democracies can build structures that reason more reliably. The book emerged from a course Pinker teaches at Harvard and addresses logic, Bayesian probability, causal inference, and game theory as practical instruments for institutional judgment. Recognised by the BBVA Foundation Frontiers of Knowledge Award in Humanities and Social Sciences – for contributions to the understanding of human rationality and progress that have entered the mainstream of public debate – and elected to the U.S. National Academy of Sciences, Pinker occupies a rare position: a research scientist whose work is directly legible to senior leaders grappling with the quality of organisational reasoning and the reliability of their own institutions. Key speaking topics Cognitive biases and institutional decision-making Rationality and evidence-based reasoning Language, communication, and common knowledge The psychology and history of violence Enlightenment values and organisational progress Human nature and social behaviour Clarity and effectiveness in professional communication Ideal for C-suite and board audiences wrestling with strategic decision-making under uncertainty Policy, government, and public affairs leadership Strategy, risk, and scenario planning functions Executive development and leadership faculty programmes Audience outcomes A working understanding of how specific cognitive biases – availability, confirmation, narrative distortion – shape organisational decisions, and what structures can correct them A data-grounded framework for assessing long-run institutional and societal progress, reducing reliance on media-driven perception of perpetual crisis Practical reasoning tools from logic, probability, and causal inference, applied to the kinds of collective judgments senior leaders actually face Greater precision about how language shapes shared understanding – and why institutional communication so often fails to build the common knowledge it intends A clearer sense of where human nature helps and where it hinders, grounded in evolutionary psychology rather than management metaphor

Why organisations work with Steve Richards Decades of first-hand interviews with serving and former prime ministers, ministers and senior advisers, which is the basis of an Atlantic Books trilogy on leadership in Number 10 rather than political history written from a distance. A leadership lens on government that translates directly into corporate questions about succession, executive isolation, decision-making under public scrutiny, and the gap between strategy and execution. Editorial credibility built across the New Statesman, The Independent, The Guardian and BBC Radio 4’s Week in Westminster, which gives boards and policy audiences a commentator they already trust. A genuine performer’s command of a room, developed across a decade of the Rock ‘n’ Roll Politics one-man show at the Edinburgh Fringe, which makes him as effective chairing a senior dinner as delivering a keynote. Biography highlights Political Editor of the New Statesman, then Chief Political Commentator at The Independent and Independent on Sunday from 2000. Regular presenter of BBC Radio 4’s Week in Westminster, with BBC television series on Tony Blair, Gordon Brown, David Cameron, Theresa May and Jeremy Corbyn. Author of The Prime Ministers: Reflections on Leadership from Wilson to Johnson, Atlantic Books. Author of The Prime Ministers We Never Had: Success and Failure from Butler to Corbyn, Atlantic Books. Author of Turning Points: Crisis and Change in Modern Britain, from 1945 to Truss, Macmillan, named in The Times Best Politics and Current Affairs Books of the Year. Creator and performer of Rock ‘n’ Roll Politics, a touring stage show and podcast that ran for ten consecutive years at the Edinburgh Festival Fringe. Biography The most useful evidence on leadership under pressure sits in government, where the same individuals can be observed across cabinet, opposition and crisis, often with the receipts public. Steve Richards has spent his career inside that material. As Political Editor of the New Statesman and then Chief Political Commentator at The Independent, he conducted long-form interviews with most living UK prime ministers and the people who advised them. That body of work became a leadership trilogy with Atlantic Books. The Prime Ministers reads ten occupants of Number 10 from Wilson to Johnson against the same questions: what they understood about power before they had it, what they did with the institution once they were inside, and why most of them ended badly. The Prime Ministers We Never Had applies the same lens to the figures who came close, including Butler, Healey and Corbyn. Turning Points, published by Macmillan in 2023, was named in The Times Best Politics and Current Affairs Books of the Year and steps further back, to ten moments that reshaped post-war Britain. On stage, Richards is unusual among British political commentators. He has built Rock ‘n’ Roll Politics into a touring one-man show and podcast that ran for ten consecutive years at the Edinburgh Festival Fringe. The performance discipline travels: he chairs senior dinners and conferences with a journalist’s command of evidence and a stand-up’s command of a room. For corporate audiences, the value is translation. Cabinet government is an unusually rich case study in executive constraint, succession, advisory teams that work and do not, and the limits of personal authority under public scrutiny. Richards moves between Westminster and the boardroom without losing the specificity that makes the analysis useful. Key speaking topics UK political leadership and prime ministerial power The executive under public scrutiny Outsider movements and political disruption Post-war turning points and political change in Britain Number 10 advisory teams and decision-making Media, message and political communication Ideal for Boards and executive committees seeking analytical commentary on UK political risk and leadership transitions CEOs, chairs and advisers studying succession, executive isolation and decision-making under scrutiny Public affairs, policy and government relations leaders Senior dinners, partner conferences and chaired panels where credibility and command of a room matter equally Audience outcomes A clearer reading of how UK political power actually flows around Number 10, and what that means for forecasting policy direction A leadership case framework drawn from real prime ministerial successes and failures, applicable to corporate succession and executive transitions A sharper sense of why outsider politics keeps disrupting the centre, and how organisations should price that risk A view of post-war turning points that puts current volatility into longer-cycle perspective

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

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

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

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

Why organisations work with Simon Johnson The Nobel Prize-cited research demonstrates, with causal rigour, that institutions shape economic outcomes more decisively than market forces alone, giving boards a framework for evaluating political and regulatory risk that goes beyond scenario planning or macro-forecasting Power and Progress argues that AI and major technologies historically concentrate gains in the hands of those who direct their development, not those who use them – a counter-argument to standard innovation optimism that risk committees and executive teams are increasingly required to engage with His time as IMF Chief Economist during the 2007–08 financial crisis positions his analysis of systemic risk as empirical rather than theoretical: he was inside the global institutional response as it happened Named a UK Government AI Ambassador in December 2025, Johnson is an active participant in policy formation on AI and productivity – organisations engaging him access thinking that is shaping government strategy in real time, not retrospectively His analytical method – using historical variation in colonial institutions as a natural experiment – gives him an unusually precise way of explaining why structural constraints persist, cutting through ideological framing on both left and right Biography highlights 2024 Nobel Prize in Economic Sciences, shared with Daron Acemoglu and James A. Robinson, “for studies of how institutions are formed and affect prosperity” – Royal Swedish Academy of Sciences Ronald A. Kurtz (1954) Professor of Entrepreneurship, MIT Sloan School of Management; head of the Global Economics and Management group Chief Economist (Economic Counsellor) and Director of Research, International Monetary Fund, 2007–08 Co-author of Power and Progress: Our Thousand-Year Struggle over Technology and Prosperity (2023, with Acemoglu); 13 Bankers (2010); Jump-Starting America (2019) Named UK Government AI Ambassador, December 2025 Research Associate, National Bureau of Economic Research; Fellow, Centre for Economic Policy Research; board of directors, Fannie Mae Project Syndicate contributor since 2007; undergraduate PPE, Corpus Christi College, Oxford; PhD Economics, MIT Biography The question of why some economies generate broad prosperity while others stagnate – despite access to similar technologies and capital – occupied Simon Johnson, Daron Acemoglu, and James Robinson for more than two decades. Their answer: institutions. The political and economic rules that determine who can participate in growth are not neutral infrastructure – they are the primary driver of long-term economic outcomes. That conclusion, now validated by the 2024 Nobel Prize in Economic Sciences, has a direct implication for how senior leaders should read structural risk. Johnson’s position as IMF Chief Economist during the 2007–08 global financial crisis adds a dimension that academic credentials alone cannot. He was at the centre of the institutional response to a systemic collapse in real time. 13 Bankers, written in its aftermath, argued that the US financial sector’s political capture had created the conditions for catastrophic failure – a thesis that has since shaped how regulators, boards, and risk professionals think about the relationship between financial power and institutional design. His most recent major work, Power and Progress (co-authored with Acemoglu), extends the institutions framework to technology. The central argument is that technological progress – from the printing press to AI – does not automatically distribute its gains. Who benefits depends on who holds the power to direct how a technology is built and deployed. For organisations navigating AI investment decisions, that argument reframes the question: not “what will AI do?” but “who will AI benefit, and why?” Since December 2025 Johnson has served as a UK Government AI Ambassador, working on initiatives to direct AI development towards productivity gains that are broadly shared. He is a Research Associate at the National Bureau of Economic Research, a Fellow of the Centre for Economic Policy Research, and contributes regularly to Project Syndicate. He holds degrees from the University of Oxford, the University of Manchester, and MIT. Key speaking topics Institutions, political economy, and long-term prosperity Systemic financial risk and banking reform AI, technology, and economic inequality Global economic governance and policy design Innovation-led growth and its distributional consequences Geopolitical risk and institutional resilience The political economy of financial crises Ideal for Board directors and executive leadership teams navigating political and regulatory risk Financial services organisations and risk committees Government, central bank, and public policy forums Chief Strategy Officers and scenario planning teams at global organisations Audience outcomes A research-grounded framework for understanding why institutions – not market dynamics alone – determine where economic value concentrates A clearer model for evaluating political and regulatory risk as a structural, not episodic, factor in long-term strategy A more critical lens on AI investment decisions, grounded in the historical pattern of how technologies distribute – or fail to distribute – their gains Direct insight into how systemic financial risk forms, drawn from IMF experience during the 2007–08 crisis Context for the current policy environment on AI and productivity, including where government thinking is heading

Why organisations work with Simon Jack His position as sitting BBC Business Editor gives direct, current insight into how major financial and corporate stories are selected, framed and brought to national audiences – not historical analysis, but active editorial intelligence A decade in investment banking across London, New York and Bermuda means he interrogates market events and corporate decisions from inside knowledge, not observation; financial audiences notice the difference Uniquely placed to explain the mechanics of media-corporate accountability, how organisations end up on the wrong side of a headline, and what that process actually looks like from within a national broadcaster The Good Bad Billionaire podcast (Best Business Podcast, British Podcast Awards 2024) demonstrates an ability to make wealth, power and business ethics accessible and genuinely engaging for broad audiences – a value signal for any organisation wanting sharp facilitation, not just informed commentary His BBC Panorama film on male suicide brings personal authority to mental health discussions in business contexts that few speakers in this space can match Biography highlights BBC Business Editor since 2016, holding the role previously occupied by Robert Peston, Jeff Randall and Kamal Ahmed Decade in corporate and investment banking across London, New York and Bermuda before joining the BBC PPE, St John’s College, Oxford Lead BBC correspondent for the 2008 financial crisis: Lehman Brothers, Fannie Mae and Freddie Mac, AIG bailout, Lloyds TSB/HBOS Co-presenter of Good Bad Billionaire (BBC World Service) – Best Business Podcast, British Podcast Awards 2024 Presented BBC Panorama «A Suicide in the Family» (2015), a personal investigation into male suicide and the death of his father Biography When a major financial institution collapses, a rate decision lands, or a FTSE company comes under scrutiny, the story that reaches boardrooms and living rooms alike passes through a small number of editorial gatekeepers. Understanding how that process works – what gets reported, what gets simplified, what gets missed – is increasingly relevant to any senior leader operating in a complex economic environment. Simon Jack has spent two decades sitting at that interface. Appointed BBC Business Editor in 2016, he leads the corporation’s coverage of business, markets and economic policy across television, radio and digital platforms (a role previously held by Robert Peston). Before entering journalism, he spent a decade in corporate and investment banking in London, New York and Bermuda, building a working understanding of how financial institutions operate, how risk is managed, and how decisions are made under pressure that journalists who came up through newsrooms simply do not have. The dual experience of practitioner then investigator, gives Jack a particular kind of credibility. He has reported from inside major market events, including the 2008 financial crisis across Lehman Brothers, the AIG bailout and the HBOS collapse. He co-presents Good Bad Billionaire for BBC World Service, which won Best Business Podcast at the 2024 British Podcast Awards, demonstrating an ability to make the economics and ethics of extreme wealth engaging for audiences well beyond the specialist. He also presented the BBC Panorama film «A Suicide in the Family» – a personal and investigative piece on male suicide – which established him as a credible voice on mental health in a way that is unusual for a business journalist of his seniority. His value to organisations is not analysis from a distance. It is the perspective of someone who has been inside the financial system, run editorial coverage of it, and understands how the story between those two worlds gets told. Key speaking topics Global financial markets and economic developments Banking, investment banking and institutional risk Media accountability and corporate reputation Business journalism and editorial decision-making Wealth, power and business ethics Male mental health in professional contexts Ideal for Financial services, banking and insurance sector conferences seeking credible external perspective on market dynamics and media coverage Senior leadership and board-level events where understanding the media-corporate interface is strategically relevant Corporate communications, investor relations and policy teams navigating how economic narratives are formed Organisations seeking a facilitator or moderator with genuine financial literacy and broadcast authority Audience outcomes A clearer understanding of how major financial and economic events are selected, shaped and communicated by national media, and what that means for organisational decision-making Insight into the practical gap between financial reality and public narrative, drawn from experience on both sides Greater literacy in reading market events and economic signals, without requiring specialist background A more grounded perspective on how corporate institutions appear under editorial scrutiny, and what factors shape that For events that include the mental health strand: a serious, personally grounded framing of male wellbeing in high-pressure professional environments