For me, day four at the World Economic Forum was a whirl-wind of business meetings, with media meetings and some very interesting sessions. I particularly enjoyed ‘A Journey of Discovery’ with Robert Shiller – Nobel Laureate and Yale University professor. The session’s touch-points ranged from path-breaking empirical analysis of asset prices to profound insights on risk, bubbles and other aspects of finance in society. Read More
At the World Economic Forum Annual Meeting last week, several colleagues and I traveled to Davos, Switzerland to join more than 2,000 other delegates for speeches, discussions, meetings and other events surrounding the conference’s theme, “Reshaping the World.”
I left Davos thinking about three themes: two positive, one less so.
The first positive theme is undoubtedly the good mood of the attendees — the best since Read More
Apologies for missing yesterday’s blog posting. With the dawn-to-dusk (actually dawn-to-midnight) schedule here, I admire our colleagues who were able to post while also meeting with current and prospective clients, and occasionally, attending conference sessions to further our understanding of progress in the world.
To compensate, a longer than usual blog tonight, written at midnight, having just returned from a long formal dinner with JLL’s lead Read More
To begin my last day at Davos, I will try to regain my ornithological story line, which time did not permit yesterday. My day was largely spent in sessions with a variety of Wandering Albatrosses/Long-term Investors. The topics discussed included:
What is the definition of long-term from the perspective of corporates, fund managers and capital providers? The corporates were focused on time to transform companies, recognising Read More