Global Shifts, Local Consequences: Geopolitics and Economic Strategy for Boards

Impact Boards EM are excited to continue our "Virtual Boardroom" series for 2026. These engaging members-only discussions are an opportunity for our community to meet virtually for networking and sharing knowledge on specific board themes.

This one-hour discussion will be an opportunity for members to share their knowledge and experience of having served on boards across emerging and developed markets around the world.

Our next discussion in this series will focus on Global Shifts, Local Consequences: Geopolitics and Economic Strategy for Boards.

Expect open and insightful discussions as well as the chance to make valuable connections in an informal online setting.

Moderator:

Gregorio Saichin, CEO & Co-Founder, Impact Boards EM

Speakers:

Marcelo Carvalho is a global macroeconomist and keynote speaker focused on the intersection of geopolitics, policy and financial markets. He is currently a Senior Research Associate at ODI Global.

He helps audiences understand a critical question shaping today’s world: what happens when politics overrides economic rationality and how markets eventually force adjustment.

With over 30 years of experience across the IMF, JPMorgan, Morgan Stanley and as Global Head of Economics at BNP Paribas, Marcelo brings a rare combination of policy insight and market perspective.

View Marcelo's LinkedIn profile here

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Arnab Das is Managing Director of Das Capital. He worked with Invesco's investment teams across disciplines and regions and was a member of Invesco's Global Investor Forum Advisory Council with a focus on global macro and emerging markets. Arnab's research interests span economic policy, performance and reform, and economic and financial history.

Arnab joined Invesco in 2015 as Head of EM macro research for Invesco Fixed Income. He began his career in finance in 1992, and has served as Co-head of Economic Research & Strategy at Roubini Global Economics; Co-head of Global Economics & Strategy, Head of Global FX Research, and Head of EM Economics & Strategy at Dresdner Kleinwort; and Head of EEMEA Research at JP Morgan. He has also been a private consultant in global and emerging markets, as well as consulting with Trusted Sources, a specialist EM research boutique.

Arnab's studies were in macroeconomics, economic history, and international political economy. He received an AB from Princeton University in 1986 and completed his postgraduate and doctoral work at the London School of Economics in 1987-1992.

View Arnab's LinkedIn profile here

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Timothy Ash is an associate fellow in the Russia and Eurasia programme at Chatham House and a senior sovereign strategist at RBC Bluebay Asset Management in London.

He has worked as a professional economist for more than 30 years, with 20 of those in banking, working for institutions such as RBS, Bear Stearns, Nomura and ICBC Standard Bank among others.

Timothy’s specialism is emerging European economics, as related to fixed income investments. He writes and blogs extensively on economic challenges and his articles are published in the Kyiv Post, Atlantic Council, the Financial Times and the United Business Journal.

He has advised various governments on Ukraine-Russia policy and specifically on the impact of sanctions.

View Timothy's LinkedIn profile here