A working session with a board. A quarterly table of peers. A classroom, a stage. These are the forms a room with me takes. The subjects run across the practice — AI first, and with it the four resets, capital and risk, and the leaders and people who carry an institution through change.
AI is the question I am asked about most often, and it is the right place to start. This is a ninety-minute working session with you and your senior team on what is actually happening with AI — and what it means for your company.
You will leave with three things: a common understanding, across the team, of AI, opportunities, and the changes moving with it — including the risks that senior teams and boards are rightly concerned about; a clear view of how other companies are embracing AI — what is working for them, what is not — and what lessons we can learn from their experiences; and what priorities your organisation can set for AI, through a short facilitation at the close.
The session is complimentary.
Each quarter I host a small roundtable — eight to ten board members, chief executives, and senior leaders, around one question that matters right now: where AI is taking institutions, where capital is moving, how risk is changing, how organisations carry their people through change. Ninety minutes, Chatham House rules, no observers.
There is a short pre-read, and the discussion runs on the experience in the room — peers comparing what they are actually seeing and doing. Membership of each edition is by invitation. If you would like to join a future table, write to me.
I teach from practice — the decisions I have sat in, and the evidence behind them. The sessions cover the four resets and how they cascade; achieving business outcomes with AI; what the financial reset does to portfolios and balance sheets; and leading people through transformation.
For institutions this usually takes the form of an internal leadership forum or a board-education module; for schools and executive programs, a guest session. Each one is shaped to the audience in the room.
Talks drawn from the work of the practice: why most AI investment produces no value, and what the few do differently; how a board decides on AI; the financial reset, from index concentration to the end of the old portfolio rules; and what a world remaking itself asks of the people who run institutions.
Producers and program teams will find formats, a bio, and materials on the platforms & press page.
Your note is with me. I’ll reply personally, usually within a day or two, with possible timings.
Your note is with me. I’ll reply personally about the next edition.
Your note is with me. I’ll reply personally with what I would bring to that room.
Your note is with me. I’ll reply personally about the stage and the fit.
No intake process, no gatekeeper. A note reaches me directly, and I reply myself — usually within a day or two.
It comes straight to my inbox, and I reply personally — usually within a day or two. I look forward to the conversation.