Coffee With...

Coffee with the Economists 2022

Presentations

Presentation materials and recordings where available
Keynote
Thought Leadership
Economist
Capital management in the age of financial repression | 06/04/22
Capital management in the age of financial repression
Professor Russell Napier
Keynote
Thought Leadership
Economist
The Global Economic and Financial Landscape Post-Ukraine | 06/04/22
The Global Economic and Financial Landscape Post-Ukraine
Llewellyn Consulting
Dr. John Llewellyn
Keynote
Full Recording with Q&A | 06/04/22
Full Recording with Q&A

Speakers

Personal bios and useful information
Professor Russell Napier
Capital management in the age of financial repression
Professor Russell Napier is author of The Solid Ground investment report for institutional investors and co-founder of the investment research portal ERIC- a business he now co-owns with D.C. Thomson. Russell has worked in the investment business for over 30 years and has been advising global institutional investors on asset allocation since 1995. Russell is author of the book Anatomy of The Bear: Lessons From Wall Street’s Four Great Bottoms (‘a cult classic’ according to the FT) and is founder and course director of The Practical History of Financial Markets at The Edinburgh Business School. Russell is Chairman of Mid Wynd International Investment Trust a GBP500m market cap. closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of three fund management companies, Cerno Capital, Kennox Asset Management and Bay Capital. In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland. Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at The University of Stirling and a Visiting Professor at Heriot-Watt University. He is a contributing columnist for The Toronto Star newspaper. His second book – The Asian Financial Crisis 1995-1998: Birth of the Age of Debt- was published in July 2021.
Keynote
Thought Leadership
Economist
Dr. John Llewellyn
Llewellyn Consulting
The Global Economic and Financial Landscape Post-Ukraine
Co-founder of Llewellyn Consulting - Independent Economics, Dr John Llewellyn was formerly Global Chief Economist and then Senior Economic Policy Advisor at Lehman Brothers. This followed almost twenty years at the Organisation for Economic Cooperation and Development (OECD) in Paris, where variously he was Head of International Forecasting and Policy Analysis, Editor of the OECD Economic Outlook, Deputy Director for Social Affairs, Manpower and Education, and finally Chef de Cabinet to the Secretary-General. Prior to that he spent nearly ten years at the Faculty of Economics at the University of Cambridge, and was also a Fellow of St. John’s College. John holds an undergraduate degree from the Victoria University of Wellington, New Zealand, and a doctorate from the University of Oxford. He has published widely.
Keynote
Thought Leadership
Economist
Keynote

Corporates

Company backgrounds and useful links.
Professor Russell Napier
Capital management in the age of financial repression
Professor Russell Napier is author of The Solid Ground investment report for institutional investors and co-founder of the investment research portal ERIC- a business he now co-owns with D.C. Thomson. Russell has worked in the investment business for over 30 years and has been advising global institutional investors on asset allocation since 1995. Russell is author of the book Anatomy of The Bear: Lessons From Wall Street’s Four Great Bottoms (‘a cult classic’ according to the FT) and is founder and course director of The Practical History of Financial Markets at The Edinburgh Business School. Russell is Chairman of Mid Wynd International Investment Trust a GBP500m market cap. closed end investment vehicle listed on the London Stock Exchange. He is a member of the investment advisory committees of three fund management companies, Cerno Capital, Kennox Asset Management and Bay Capital. In 2014 Russell founded the charitable venture The Library of Mistakes a business and financial history library in Edinburgh that now has branches in India and Switzerland. Russell has degrees in law from Queen’s University Belfast and Magdalene College Cambridge. He is a Fellow of The CFA Society of the UK and is an Honorary Professor at The University of Stirling and a Visiting Professor at Heriot-Watt University. He is a contributing columnist for The Toronto Star newspaper. His second book – The Asian Financial Crisis 1995-1998: Birth of the Age of Debt- was published in July 2021.
Keynote
Thought Leadership
Economist
Llewellyn Consulting
Dr. John Llewellyn
The Global Economic and Financial Landscape Post-Ukraine
Co-founder of Llewellyn Consulting - Independent Economics, Dr John Llewellyn was formerly Global Chief Economist and then Senior Economic Policy Advisor at Lehman Brothers. This followed almost twenty years at the Organisation for Economic Cooperation and Development (OECD) in Paris, where variously he was Head of International Forecasting and Policy Analysis, Editor of the OECD Economic Outlook, Deputy Director for Social Affairs, Manpower and Education, and finally Chef de Cabinet to the Secretary-General. Prior to that he spent nearly ten years at the Faculty of Economics at the University of Cambridge, and was also a Fellow of St. John’s College. John holds an undergraduate degree from the Victoria University of Wellington, New Zealand, and a doctorate from the University of Oxford. He has published widely. Llewellyn Consulting is a truly Independent economics advisory, specialising in thought leadership, strategic research, and analysis. We use our depth of experience and breadth of expertise to provide early insight into key developments, turning points, risk, and implications for markets and economies. Based in the City of London, we operate with a wide network of associates, recognised experts, and business partners, and have global reach. We serve our clients through a bespoke range of services and subscription-based research.
Keynote
Thought Leadership
Economist
Keynote