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Financial Services was last modified: January 27th, 2022 by Stern Strategy Group

Financial Services Experts

DANIEL YERGIN

Global Authority on Energy, Geopolitics and the Business, Economic and Societal Impacts of the Changing Energy World; Pulitzer Prize-winning, Bestselling Author; Vice Chairman, IHS Markit; Chairman, CERAWeek; Director, Council on Foreign Relations; Trustee, Brookings Institution; Author, “The New Map” (2020), “The Prize” (2011, Pulitzer Prize Winner), “The Quest” (2011) and “The Commanding Heights” (2002); 2020 Energy Writer of the Year

Renowned IT and Digital Strategist Helping Organizations Optimize the Role, Value and Governance of Digitization Within Enterprises and Their Ecosystems; Board and Executive Committee Workshop Facilitator; Award-winning Author and Sought-After Speaker and Advisor; Senior Research Scientist and Chair of the Center for Information Systems Research, MIT Sloan School of Management

Award-winning Operations Strategist Whose Profit-Driving Frameworks Satisfy Investors, Customers and Employees; Professor of the Practice at the MIT Sloan School of Management; Founder, Good Jobs Institute (GJI); Author, “The Good Jobs Strategy” (2014)

Leading Expert on Building Movements and Transforming Organizations; Co-author of the International Bestseller, “New Power” (2019); Co-founder #GivingTuesday; Hauser Visiting Leader, Harvard Kennedy School; Visiting Fellow, Stanford University; President and CEO, Lincoln Center for the Performing Arts

Pioneering Authority on Environmental, Social and Governance (ESG) Strategy and Implementation; Globally Recognized Corporate Investment Strategist, Researcher and Futurist; Award-winning Professor of Business Administration and Faculty Chair of the Impact-Weighted Accounts Project, Harvard Business School; Co-founder and Senior Partner, KKS Advisors

Nobel Laureate Economist and World-renowned Authority on Leveraging Technology and Innovation to Drive Long-Term Growth; Pioneer of Endogenous Growth Theory and Leading Advocate for Charter Cities; Senior Fellow, Marron Institute of Urban Management; COVID-19 Economic Policy Advisor; Former Chief Economist and Senior Vice President of the World Bank; Professor of Economics and Law, New York University

Leading Expert on Corporate-Government Relations, Sustainable Capitalism and Corporate Reporting; Authority on Rebuilding Trust Within Both Private and Public Sector Organizations; Professor of Business & Public Policy, University of Oxford; Inaugural Director, Oxford’s Master of Public Policy Program

Successful Hedge Fund Entrepreneur with Vast Expertise in Investing, Emerging Technologies and Corporate Leadership; Visiting Lecturer at MIT and Harvard Business School; Contributor to World Economic Forum Research; Founding Partner, Domeyard LP and CEO, Databento; Author, “The Finance Snake” (2021)

Globally Recognized Expert on Technology and Its Impact on Business and Society; Pioneering Authority on Cloud Computing, Global Sourcing, IT Strategies and the Future of Work; Veteran Industry Analyst and Futurist; Former Co-leader, Cognizant’s Future of Work Center; Co-author, “Monster” (March 2021)

Globally Recognized Executive Who Transformed the Field of Management and Fueled the Success of the World’s Most Powerful Financial Services Firms; Productivity Expert Who Helps Organizations Streamline Systems and Drive Growth; Former Executive Chairman of MFS Investment Management and Vice Chairman of Fidelity Investments; Senior Lecturer, MIT Sloan School of Management; Non-resident Senior Fellow, Brookings Institution; Bestselling Author, “Extreme Productivity”; Co-author, “Remote, Inc.” (April 2021)

Foremost Authority on Strategy, Competition and Competitive Advantage; Co-Creator of the Shared Value Concept; Professor, Harvard Business School

Foremost Authority on Growth and Innovation Strategy for Large Firms and Startups; Expert on Commercializing Science, Manufacturing Innovation and Competitiveness; Professor, Harvard Business School; Author, “Creative Construction” (2019); Winner, 2019 McKinsey Award and 2020 Clayton M. Christensen Prize

Foremost Expert on Digital Currencies and Blockchains; Financial Democratization Enthusiast; Director of the Digital Currency Initiative at the MIT Media Lab

Leading Expert on Disruptive Innovation and Strategies for Conquering New Markets; Authority on Proactive Investment Opportunities; Best 40 Under 40 Professor (Poets & Quants); Professor, Harvard Business School

Innovation and Technology Expert; Scientist Investigating the Sources of Progress and Competitive Differentiation; Evidence-driven Optimist; New York Times Bestselling Author; Co-founder and Co-director of the MIT Initiative on the Digital Economy; Principal Research Scientist, MIT Sloan School of Management; Author, “More From Less”; Named Among the Top 50 Management Thinkers in the World in 2021, Thinkers50

World-renowned Economist and Financial Scholar Whose Research and Evidence-based Frameworks Offer Audiences a Deeper Understanding of Market Behaviors and Modern Investment Strategies; Professor and Director of the Laboratory for Financial Engineering, MIT Sloan School of Management; Serial Entrepreneur and Co-Founder of the AlphaSimplex Group, QLS Advisors, and the Award-winning BridgeBio Pharma; Author, “Adaptive Markets” (2017); Co-Author, “In Pursuit of the Perfect Portfolio” (2021); TIME’s 100 Most Influential People

Leading Authority on Strategies That Create Economic Value for Organizations and Society; Co-Creator (With Michael Porter) of the Shared Value Concept; Acclaimed Scholar Who Introduced the Ideas of Impact Investing, Catalytic Philanthropy, Collective Impact, and Strategic Evaluation; Co-Founder and Advisor, FSG; Senior Lecturer of Business Administration, Harvard Business School

Foremost Authority on Inclusive Growth Strategies, Performance and Risk Management, Strategy Execution, and Value-based Systems for Decreasing Health Care Costs; Multi-Award-Winning Scholar, Author and Leadership Advisor; Co-creator of the Revolutionary Balanced Scorecard; Senior Fellow and Marvin Bower Professor of Leadership Development, Emeritus at the Harvard Business School

World-renowned Expert on Leadership and Diversity-Driven Innovation; Award-winning Co-author of Bestseller “Collective Genius;” Co-founder, Paradox Strategies Leadership Advisory Firm; Chair of the Leadership Initiative and Professor of Business Administration, Harvard Business School; Top Ten Management Thinker in the World, Thinkers50

World-Renowned Expert on Building Social Movements; Pioneer of Purpose-driven Marketing and Business Models; Lifelong Activist; Co-author of the International Bestseller, “New Power” (2019); Co-founder & CEO, Purpose

Expert Implementer of Innovation, Marketing & Growth Strategies; Authority on Elevating the Consumer Experience for Maximum Growth; Senior Partner, Lippincott; Co-Author, “Competing Against Luck” (2016)

Award-winning Financial Journalist Helping Individuals Think Strategically and Make Better Decisions by Sharing the Wisdom and Habits of the World’s Most Successful Investors; New York Times and Wall Street Journal Bestselling Co-author; Author, “Richer, Wiser, Happier” (April 2021)

Global Authority on Organizational Behavior and Mergers & Acquisitions Who Specializes in Helping Leaders Architect and Execute Organizational Turnarounds; Senior Lecturer, Organizational Behavior Unit and Co-leader, Leading Professional Services Firm and Mergers & Acquisitions Programs for Harvard Business School’s Executive Education; Former Senior Director, McKinsey & Company; Author, “Hidden Truths” (2020)

Renowned International Finance and Tax Policy Expert; Mizuho Financial Group Professor of Finance, Harvard Business School; Law Professor, Harvard Law School; Bestselling Author, “The Wisdom of Finance” (2017) and “How Finance Works” (2019)

Leading Behavioral Economist with Alternative Models for Building Customer Loyalty; Data Scientist at the Intersection of AI and Human Decision Making; Marketing Thought Leader Helping Companies Optimize Data to Drive Growth; 2021 Best 40-Under-40 Professor, Poets and Quants; Marketing Professor, Esade Business School

Leading Authority on Leveraging Disruptive Innovation to Enable the Continuous Creation of New Business Opportunities; Successful Investment Advisor; Co-Founder and CEO, Rose Park Advisors

Marco Bertini

Foremost Authority on Strategies That Build and Sustain Revenue; Leading Expert on Creating and Sharing Value with Customers; Co-author, “The Ends Game: How Smart Companies Stop Selling Products and Start Delivering Value” (MIT Press, September 2020); Professor of Marketing, Esade; Visiting Professor, Harvard Business School; Senior Advisor, Boston Consulting Group

WILLIAM BARNETT

Visionary Authority on Strategy, Leadership and Competition; Author, “The Red Queen;” Professor of Organizational Behavior, Graduate School of Business, Stanford University

RAWI ABDELAL

Foremost Authority on Geopolitical Trends Affecting Businesses, Economies, Supply Chains and Social Structures; Transformative Strategist and Advisor Helping Leaders Position Their Organizations for a Sustainable Future; Former Director, Davis Center for Russian and Eurasian Studies: Award-winning Professor of International Management, Harvard Business School

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