Julian Jessop is an independent economist with nearly four decades of experience gained in the public sector, the City and consultancy, including stints at HM Treasury, HSBC, Standard Chartered Bank, and Capital Economics. He now works mainly with investment committees and with thinktanks, notably the Institute of Economic Affairs, and is a regular commentator in the media. Julian is also well known around both Westminster and Whitehall. He has a First Class degree in Economics from Cambridge University and further qualifications in both economics and law.
Keynote
Freya Beamish
TS Lombard
The Re-acceleration Trade
Freya has been Chief Economist since June 2022 and was formerly Head of Asia at Pantheon Macro. Freya started her career in Hong Kong with Lombard Street Research, holds a Masters in Economics from the LSE and is fluent in Chinese.
Freya’s approach blends big picture analysis with granular forecasting. In April 2025, Freya made a bold prediction in the days after Liberation Day of "**No major bear market or recession. **Trump would back off tariff rates that risked a sustained bear market, but the dollar standard era was ending." She called dollar weakness in the short term but not an immediate end to its reserve currency status.
Keynote
David Marsh
David Marsh is Chairman, Chief Executive Officer and Co-Founder of OMFIF. Before starting at OMFIF in late 2009, he worked for City merchant bank Robert Fleming, corporate finance boutique Hawkpoint, German management consultancy Droege and London investment firm London & Oxford. Marsh took over the chairmanship from John Plender in January 2018 having been Managing Director since 2014. He reverted to an executive role after John Orchard stepped down in October 2024 following five years as Chief Executive Officer. Marsh is a visiting Professor at Sheffield University and King’s College London. He is former co-founder, chairman and deputy chairman of the German-British Forum. He was made Commander of the British Empire in 2000 and was awarded the German Order of Merit (Bundesverdienstkreuz) in 2003.
Marsh has written six books on politics and economics, mainly on Germany and Europe. His seventh book, _[Can Europe Survive? The Story of a Continent in a Fractured World](https://yalebooks.co.uk/book/9780300273007/can-europe-survive/)_, will be published by Yale University Press in autumn 2025.
Keynote
Corporates
Company backgrounds and useful links.
Julian Jessop
TBC but something about the economic outlook...
n/a (I am self-employed)
Keynote
TS Lombard
Freya Beamish
The Re-acceleration Trade
GlobalData TS Lombard has a 35-year track record in making bold, off-consensus calls at major inflection points in economic, political and market cycles underpinned by our rigorous Macro, Geopolitical and Investment Strategy Research. Our understanding of the global economy and how countries interact from a financial flows and trade balance perspective allows us to project country, region and/or global economic performance, giving clients a fundamental insight for making asset allocation decisions.
Keynote
David Marsh
OMFIF is an independent think tank for central banking, economic policy and public investment, providing a neutral platform for public and private sector engagement worldwide. With teams in London and the US, OMFIF focuses on global policy and investment themes relating to central banks, sovereign funds, pension funds, regulators and treasuries. Global public investors with investable assets of $43tn are at the heart of this network.