Political Risk & Policy

Why organisations work with Enrico Letta He authored the defining European policy document of the decade. The Letta Report, commissioned by the European Council in 2024, now frames every serious conversation in Brussels on capital markets, industrial strategy, and the Savings and Investments Union. He has run a G7 government. Leaders in a room with him get a view of European decision-making from inside the Council chamber, not from a commentator’s distance. He sits at the centre of the institutional network that matters. President of the Jacques Delors Institute, Dean at IE University, former Dean at Sciences Po: the same network that produces the people who will implement what he has proposed. He brings a defensible point of view on the one question boards cannot answer on their own. What European reform will actually ship, and what that means for capital allocation, M&A strategy, and regulatory exposure in the next three years. Biography highlights Prime Minister of Italy, April 2013 to February 2014, leading a national unity coalition. Author of “Much More Than a Market,” the April 2024 report to the European Council on the future of the EU Single Market. Dean, IE School of Politics, Economics and Global Affairs, IE University, Madrid. President, Jacques Delors Institute, Paris, since 2016. Former Dean of the Paris School of International Affairs at Sciences Po, 2015 to 2021. Commander of the French Legion of Honour; Gran Cruz of the Order of Civil Merit, Kingdom of Spain. Biography The Letta Report landed on the European Council’s desk in April 2024 and changed the terms of the argument. Commissioned by EU heads of state and written by a former Prime Minister of Italy, “Much More Than a Market” proposed a Savings and Investments Union, a Fifth Freedom for research and innovation, and a Single Market designed for scale rather than fragmentation. It is now the reference document for every serious policy file in Brussels touching capital markets, industrial strategy, and competitiveness. Enrico Letta ran a G7 government through one of the most difficult passages in recent Italian politics, serving as Prime Minister from April 2013 to February 2014 at the head of a national unity coalition. Before the premiership he held portfolios for European Affairs and for Industry, Commerce and Crafts, and sat in the Chamber of Deputies across multiple terms. The experience gives him a particular kind of authority: he has written policy and he has had to deliver it against a political calendar. He now anchors the European institutional network from the inside. As Dean of the IE School of Politics, Economics and Global Affairs at IE University, Madrid, and as President of the Jacques Delors Institute in Paris since 2016, Letta works at the intersection of policy formation and executive education. He was Dean of the Paris School of International Affairs at Sciences Po from 2015 to 2021 and served as President of APSIA, the Washington-based association of professional schools of international affairs. The recognition is from the institutions that matter to the argument. France made him a Commander of the Legion of Honour in 2017. Spain awarded him the Gran Cruz of the Order of Civil Merit. He chairs the Diplomatic Forum of GESDA in Geneva and speaks in English, French, and Italian. For a board trying to understand where European policy is going, few speakers can say, with evidence, that they have written the document everyone in the room will be working from. Key speaking topics European Union policy and strategic direction The future of the EU Single Market Capital markets, the Savings and Investments Union, and European competitiveness European industrial strategy in a US and China context Transatlantic relations and geopolitical positioning for European business Coalition government and political decision-making at the national level Ideal for CEOs, CFOs, and boards of multinationals with material EU exposure weighing capital allocation against regulatory direction. Heads of European public affairs, government relations, and regulatory strategy at financial institutions, industrial groups, and technology platforms. Investment committees, asset managers, and private equity leadership teams tracking the Savings and Investments Union and capital markets reform. University, think-tank, and policy audiences working on European integration and transatlantic relations. Audience outcomes A specific read on which elements of the Letta Report are likely to move through the Council and Parliament, and on what timeline. A clearer view of how European industrial strategy is repositioning against US and Chinese competition, and what that implies for cross-border M&A and supply chain strategy. A sharper grasp of the political mechanics inside the European Council, from someone who has sat at that table as a head of government. A framework for thinking about European competitiveness that goes beyond the usual binary of Brussels versus national capitals.

Why organisations work with Enda Kenny He ran a national economy through its deepest post-war crisis and handed it over as the fastest-growing in the EU, with unemployment below 5 percent and full market access restored. He chaired the Council of the European Union during the 960 billion euro Multiannual Financial Framework negotiation, which gives him a working view of how Brussels, the Parliament, and national capitals actually reach agreement. He called and won the 2015 marriage equality referendum, the first national vote of its kind anywhere, and built the Citizens’ Assembly model that other democracies now study. He sits inside the Global Leadership Foundation alongside former heads of state and chairs the Global Advisory Council of VentureWave Capital, so his current reading of Europe is informed by active advisory work rather than memoir. Biography highlights Taoiseach of Ireland, March 2011 to June 2017; first Fine Gael Taoiseach in history to be re-elected. Leader of Fine Gael, 2002 to 2017, the longest tenure of any leader in the party. Chaired the Council of the European Union during Ireland’s 2013 Presidency, delivering agreement on the 960 billion euro Multiannual Financial Framework, Erasmus+, and a negotiating mandate for TTIP. Elected to Dail Eireann at age 24 in 1975, re-elected in every subsequent general election until his retirement in 2020. Chair of the Global Advisory Council of VentureWave Capital and its Impact Ireland fund. Member of the Global Leadership Foundation; recipient of the Golden Victoria European of the Year (2012) and the inaugural Trinity European Laureate Award (2025). Biography Ireland entered 2011 in an EU-IMF assistance programme with unemployment above 15 percent and sovereign borrowing rates near distressed levels. Six years later the country was the fastest-growing economy in the European Union, with rates on ten-year borrowing at zero and unemployment under 5 percent. Enda Kenny was Taoiseach for all of it. He led Fine Gael for fifteen years, the longest tenure in the party’s history, and became the first Fine Gael Taoiseach to win re-election. The substance of the government’s work was fiscal stabilisation, bank restructuring, and the orderly exit from the troika programme; the political work was holding a coalition together while doing it. In 2013 he chaired the Council of the European Union during Ireland’s Presidency, brokering the 960 billion euro Multiannual Financial Framework, the Erasmus+ settlement, a negotiating mandate for TTIP, and reforms of the Common Agricultural and Common Fisheries Policies. The same government called the 2015 marriage equality referendum, the first national vote anywhere to legalise same-sex marriage, and established the Citizens’ Assembly as a deliberative route for constitutional questions. He now chairs the Global Advisory Council of VentureWave Capital and its Impact Ireland fund, sits within the Global Leadership Foundation alongside other former heads of state, and in 2025 received the inaugural Trinity European Laureate Award from Trinity College Dublin and Teneo for his contribution to European ideals. Key speaking topics European Union governance and the politics of the single market Economic recovery and fiscal stabilisation after crisis Political leadership in coalition and minority government Sovereign market confidence and investor relations Constitutional reform and citizen deliberation Ireland, the UK, and the post-Brexit settlement Impact investment and national economic strategy Ideal for Boards and executive committees of firms with material European exposure Financial services, asset managers, and sovereign-facing investors Policy, regulatory, and public affairs conferences focused on Europe CEO forums and leadership programmes addressing crisis and recovery Audience outcomes A working account of how a national government executes fiscal consolidation without losing the coalition or the electorate A first-hand read on how Brussels, the European Parliament, and national capitals actually negotiate multi-year budgets A clear view of the political mechanics behind the 2015 marriage equality vote and the Citizens’ Assembly model A sharper sense of where Ireland and the wider EU sit in the transatlantic relationship after Brexit Direct reflections on what holds under pressure when a country is being asked to take painful decisions quickly

Why organisations work with Douglas Alexander He has sat at four different Cabinet tables, including Transport, Scotland, International Development and most recently UK Trade Policy, which gives him a working knowledge of how governments actually make trade, development and security decisions. As Secretary of State for International Development he ran a department operating in 39 countries with more than 2,500 staff and served as UK Governor to the World Bank, so he speaks about development finance and multilateral institutions from inside the system. His Harvard Kennedy School Senior Fellowship at the Future of Diplomacy Project and his visiting seat at King’s College London’s Policy Institute give him a live academic-policy network that most former ministers do not maintain. He edited Rethink: How We Can Make A Better World, a 2021 essay collection with Pope Francis, Samantha Power, Niall Ferguson and Paul Krugman, which signals the level of international interlocutor he convenes. As a strategic adviser to Pinsent Masons since 2016 he has translated political judgement into usable counsel for corporate clients, not just policy commentary. Biography highlights Four Cabinet roles under Tony Blair and Gordon Brown: Transport Secretary, Scotland Secretary, International Development Secretary, and Chancellor of the Duchy of Lancaster. Shadow Foreign Secretary from 2011 to 2015. Senior Fellow, Future of Diplomacy Project, Harvard Kennedy School. Visiting Professor, Policy Institute, King’s College London. Strategic adviser, Pinsent Masons, from 2016. Editor, Rethink: How We Can Make A Better World (2021), with contributions from Pope Francis, Niall Ferguson, Samantha Power and Paul Krugman. Bylines in The New York Times, The Los Angeles Times, The Guardian and The Boston Globe. Biography International development is where abstract policy meets a balance sheet and a border. For three years as UK Secretary of State for International Development, Douglas Alexander ran a department operating in 39 countries with more than 2,500 staff, represented the UK as Governor to the World Bank, and was the minister answering for British aid through the 2008 financial crisis. That was one of four Cabinet posts he held under Tony Blair and Gordon Brown. Transport Secretary and Secretary of State for Scotland came first, simultaneously, in 2006. He was also Minister for Europe and Minister for Trade earlier in his career. From 2011 to 2015 he served as Shadow Foreign Secretary, the opposition counterpart on UK foreign policy. After leaving Parliament in 2015, he was selected by the Harvard Kennedy School’s Future of Diplomacy Project as a Senior Fellow, took a visiting professorship at the Policy Institute at King’s College London, and became a strategic adviser to the international law firm Pinsent Masons. He edited Rethink: How We Can Make A Better World in 2021, a collection of essays on the post-pandemic global reset with contributions from Pope Francis, Niall Ferguson, Samantha Power and Paul Krugman. He writes for a range of national titles in the UK and the US, including The New York Times, The Guardian and The Boston Globe. For boards pricing exposure to trade, development finance and European policy, that is the difference between reading the news and reading the brief. Key speaking topics Geopolitics and global political risk International trade and economic diplomacy International development and the World Bank system The transatlantic relationship and the future of Europe Populism and the erosion of democratic trust UK policy and Brexit implications for business Ideal for Boards and executive committees pricing exposure to trade, tariffs, sanctions and European policy CEOs, CFOs and heads of strategy in financial services, industrials and infrastructure with active international development or emerging markets positions Policy forums, think tanks and multilateral institutions convening on geopolitics and the transatlantic relationship Professional services firms advising clients on political risk, Brexit and UK government direction Audience outcomes A read on how Cabinet-level decisions on trade, sanctions and development are actually made in the UK and alongside allies A clearer view of where the transatlantic relationship, Europe and UK policy are moving in the next cycle An honest account of where populism has changed the political terrain for business and for government A sharper framework for thinking about political risk as a board agenda item rather than a government affairs footnote A line of sight into the Harvard, King’s and Westminster conversations that shape the next wave of foreign and trade policy

Why organisations work with Digby Jones He has sat in both chairs that most business audiences only see from outside: head of the CBI and Minister of State for Trade. Very few speakers can tell a boardroom what the other side of the table is actually thinking. As Trade Minister he made 45 overseas visits to 31 countries in 15 months. That is a working map of how UK plc sells itself abroad, not a theory about it. His two Wiley books, Fixing Britain (2011) and Fixing Business (2017), set out a consistent argument about competitiveness, skills and responsible profit that still frames how he talks to boards today. He is a crossbencher by choice and a non-aligned voice in public life. For audiences tired of partisan framing, that independence is the point. The New Troubleshooter, his 2014 BBC Two series, put him inside three real British SMEs to diagnose and fix them on camera. It is a rare speaker credential: public evidence of how he actually thinks through a business problem. Biography highlights Director General of the Confederation of British Industry, 2000 to 2006. Minister of State for Trade and Investment, 2007 to 2008, jointly in BERR and the Foreign and Commonwealth Office. Life peer as Baron Jones of Birmingham, 2007; crossbencher in the House of Lords until retirement in 2020. Knight Bachelor, 2005 New Year Honours, for services to Business. Author of Fixing Britain (Wiley, 2011) and Fixing Business (Wiley, 2017); Fixing Britain shortlisted for the 2012 CMI Management Book of the Year. Presenter of BBC Two’s Digby Jones: The New Troubleshooter, 2014. Senior Partner at Edge & Ellison, Birmingham, 1995 to 1998, after two decades as a corporate lawyer in the West Midlands. Biography The CBI is where British business tells the government what it needs. The Department for Business is where the government tells British business what it is prepared to do. Digby Jones has run the first and served in the second. That combined vantage is what a boardroom is buying when it brings him in. He was Director General of the CBI from 2000 to 2006, then accepted an invitation from Gordon Brown to serve as Minister of State for Trade and Investment from 2007 to 2008, joining the Lords as a crossbencher to take the post. In 15 months he made 45 overseas visits to 31 countries, pitching the UK as a place to invest and British firms as firms to buy from. He sat as a non-aligned peer until retiring from the Lords in 2020. The two books are where his argument lives. Fixing Britain (Wiley, 2011), shortlisted for the 2012 CMI Management Book of the Year, is a working plan for national competitiveness: skills, infrastructure, a functioning relationship between Whitehall and the wealth creators. Fixing Business (Wiley, 2017) extends the argument into how profitable companies can justify themselves to the societies they operate in. The thesis is consistent and it is his own. Before politics, he spent twenty years at Edge & Ellison in Birmingham, becoming senior partner, brokering deals for mid-market companies in a region that lives or dies by manufacturing. That is the register he still speaks in. On the BBC Two series The New Troubleshooter in 2014 he spent three episodes inside three British SMEs, arguing with owners and staff about pricing, exports and focus. A senior audience watching him work sees the same person they will meet on stage: direct, specific, unafraid to name the problem. Key speaking topics UK competitiveness and the business-government relationship Trade, exports and inward investment British economic policy and the view from Westminster Skills, productivity and the domestic labour market Responsible business and the case for profit Leadership from the employers’ side of the table Ideal for Board and executive committee offsites debating UK exposure, investment or political risk CEO and CFO audiences at trade associations, industry bodies and chambers of commerce Senior audiences at professional services and financial firms briefing clients on the UK economy After-dinner and conference keynotes where a non-partisan senior voice on British business is the draw Audience outcomes A candid read on where the UK economy and UK business policy actually stand, from someone who has worked both sides A clearer view of what government decisions mean for investment, exports and hiring A sharper argument for why skills and productivity remain the binding constraint on British growth A usable sense of how to talk about profit, responsibility and national interest in the same sentence Direct answers in Q&A: a working conversation with a senior practitioner, not a rehearsed set piece

Why organisations work with Desmond Lachman Three careers in one seat: IMF crisis rooms, Salomon Smith Barney’s emerging-markets strategy desk, and two decades of published analysis at AEI. Very few macro commentators have worked the lender, the investor, and the think-tank perspectives on the same problem. A track record of specific named calls, not generic warnings. Argentina’s default, the US housing bust, and the eurozone sovereign-debt stress were all argued in print before they broke. Active columnist at Project Syndicate with regular bylines in the Financial Times, Wall Street Journal, Bloomberg, and Barron’s. What a client hears in a private session is the same argument serious financial readers are getting in print that week. A clear, unhedged house view on US fiscal sustainability, tariff shocks, and dollar risk. Useful for boards that want a counterweight to consensus forecasts from sell-side research. Fluency in the multilateral architecture. When the IMF, World Bank, or G20 becomes the story, he can explain what those institutions will and will not do, from direct experience inside them. Biography highlights Senior Fellow, American Enterprise Institute, since 2003 Former Deputy Director, IMF Policy Development and Review Department; earlier Senior Advisor in the Western Hemisphere and European Departments Former Managing Director and Chief Emerging Market Economic Strategist, Salomon Smith Barney Adjunct Professor, Johns Hopkins University (SAIS) and Georgetown University Columnist at Project Syndicate; regular contributor to the Financial Times, Wall Street Journal, Bloomberg, Barron’s, The Hill BBC Newsnight “Chart of the Year”, 2011, for his 10-year euro yields graph; credited by Bloomberg with calling the global credit crisis and eurozone stress PhD in Economics, Cambridge University; BA, University of the Witwatersrand Biography The argument that US debt dynamics and the dollar’s reserve status are unassailable is exactly the assumption Desmond Lachman has been dismantling in print for years. His Project Syndicate columns and AEI essays make the case that America is beginning to show the fiscal and currency signatures of a troubled emerging-market economy, and that the response from the IMF and major central banks will be slower and more constrained than markets are pricing. The credibility of that view rests on a career built across the three institutions that shape these outcomes. At the IMF, Lachman rose to Deputy Director of the Policy Development and Review Department after a decade as Senior Advisor in the Western Hemisphere and European Departments, the years that included the Mexican peso crisis and the build-up to Argentina’s default. He then moved to Salomon Smith Barney as Managing Director and Chief Emerging Market Economic Strategist, advising institutional investors on the same sovereign risks from the buy side. Since 2003 he has been a Senior Fellow at the American Enterprise Institute, with adjunct chairs at Johns Hopkins and Georgetown. He writes regularly for the Financial Times, the Wall Street Journal, Bloomberg, Barron’s, and The Hill, and is interviewed on CNBC, BBC, NPR, and CNN when the story is sovereign debt, tariffs, or currency stress. BBC Newsnight picked his 10-year euro yields chart as Chart of the Year in 2011; Bloomberg credited him with calling the global credit crisis and the strains that the euro would create among member states. For a board or investment committee, the value is pointed: Lachman will name the scenarios, the trigger variables, and the policy responses he expects, and he will tell a room why the official forecasts are wrong when he believes they are. Key speaking topics US fiscal sustainability and sovereign debt risk The dollar and global reserve currency dynamics Eurozone macro and sovereign stress Emerging-market crises and capital flows Tariffs, trade policy, and the global economy The IMF, World Bank, and multilateral lender behaviour Inflation, interest rates, and central bank policy Ideal for Boards and investment committees setting multi-year capital allocation against macro and currency risk CFO, treasurer, and corporate-risk audiences stress-testing sovereign, FX, and rate exposure Asset managers, banks, and insurers briefing clients on emerging-market and eurozone outlooks Policy, trade, and government-affairs leaders tracking tariff and multilateral-lender dynamics Audience outcomes A specific read on where US fiscal and dollar risk sits in the current cycle, with the variables to watch A working mental model of how sovereign debt crises actually unfold, drawn from cases Lachman worked at the IMF and from Wall Street A candid view on what the IMF and major central banks will and will not do in the next stress episode Sharper questions to put to sell-side research and in-house economists on tariffs, currency, and emerging-market exposure

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

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 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 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 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 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 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