The CIO GAC convenes renowned global thought leaders and experts of leading think tanks and asset managers, each contributing unique and diverse insights from their respective domains of economics, public policy, geopolitical analysis, asset allocation and investment management from US, Europe and Asia.

Vice Chair, Capital Group International
John Emerson works in global distribution as vice chairman of Capital Group International, Inc. He has 25 years of industry experience, all with Capital Group.
From 2013 to 2017, he served as the United States ambassador to the Federal Republic of Germany. In 2015, John was awarded the State Department's Susan M. Cobb Award for Exemplary Diplomatic Service, which is given annually to one non-career ambassador, , and in 2017 he was awarded the CIA Medal and the U.S. Navy's Distinguished Public Service award.
Prior to accepting the ambassadorial posting, John spent 16 years as president of Private Client Services for the Capital Group Companies. Before joining Capital, he was deputy assistant to President Clinton where he coordinated his economic conferences, served as the president's liaison to the nation’s governors, and led the administration's efforts to obtain congressional approval of the GATT Uruguay Round Agreement and the extension of China's MFN trading status. Additionally, he was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. Before working in the Clinton White House, John served as Los Angeles Chief Deputy City Attorney, and was a partner in the law firm of Manatt, Phelps, Rothenberg, and Phillips.
Ambassador Emerson currently serves as Chairman of the American Council on Germany and on the boards of the Pacific Council on International Policy, the German Marshall Fund, the American Friends of the Munich Security Conference, the Ralph M. Parsons Foundation, and the Music Center Foundation. Previously he served as Chairman of the Music Center of Los Angeles (2003-11), Vice Chairman of the Los Angeles Metropolitan YMCA (2007-13), and as Chair of the first ever Los Angeles City Independent Redistricting Commission (2001). He is a long serving member of the Council on Foreign Relations.
John holds an honorary doctor of laws degree from Hamilton College, a juris doctorate degree from the University of Chicago and a bachelors degree in philosophy from Hamilton College. John is based in Los Angeles.
Chief Investment Officer, Equities, Multi-Asset & Sustainability, M&G Investments
Fabiana Fedeli is Chief Investment Officer Equities, Multi Asset and Sustainability at M&G Investments. She is a member of the Executive Committee of M&G Investments (Asset Management). Ms Fedeli leads a team of investment professionals deploying over US$100bn globally across multiple asset classes, based in the UK, Continental Europe, the US and Asia.
Prior to joining M&G Investments, Ms. Fedeli served as Global Head of Fundamental Equities and Emerging Markets Equities Portfolio Manager at Robeco. Prior to joining Robeco, she was a Portfolio Manager Asian Equities at Pioneer Asset Management and a Partner and Portfolio Manager at Occam Asset Management.
Ms. Fedeli began her career at ING Barings Tokyo as a Research Analyst in Japanese equities in 1999. Ms. Fedeli holds a Master's in Economics from Hitotsubashi University in Tokyo and a Bachelor's in Economic and Social Sciences from Bocconi University in Milan. She also received a Certificate in Financial Asset Management and Engineering from the University of Lausanne, Swiss Finance Institute, in Lausanne, Switzerland.
Ms. Fedeli is Chair of the Investment Committee of The Investment Association, a trade body representing Investment Managers in the UK that collectively manage over £10 trillion in assets. She is also a member of the Investment Committee of UK-based The Open University. Ms. Fedeli is also a non-executive director of Relmada Therapeutics (Nasdaq: RLMD), a late-stage biotechnology company. Ms. Fedeli has been named among Financial News’ 100 Most Influential Women in Finance, and she was awarded the ‘Excellence in Asset Management’ honour at the European Women in Finance Awards.
Managing Director & Chief Investment Strategist for Global Wealth Solutions, KKR
Lauren Goodwin (New York) joined KKR in 2026 and is a Managing Director and the Chief Investment Strategist for the firm's Global Wealth Solutions business. Ms. Goodwin works closely with KKR's Global Macro and Asset Allocation (GMAA) team to deliver macro and market insights, educational resources, and portfolio frameworks to financial advisors.
Prior to joining KKR, Ms. Goodwin served as Chief Market Strategist at New York Life Investment Management, where she led the Global Market Strategy team and was responsible for economic and market research, asset allocation, and thought leadership. She previously held senior roles within the firm's Multi-Asset Solutions team focused on research, asset allocation, and portfolio strategy. Earlier in her career, Ms. Goodwin held economist positions at Wells Fargo, Frontier Strategy Group, J.P. Morgan, and the Organization for Economic Cooperation and Development (OECD). She developed the CFA Institute’s curriculum on geopolitical risk and is a member of the Milken Institute Young Leaders Circle.
Ms. Goodwin holds an M.A. in International Economics from Johns Hopkins School of Advanced International Studies (SAIS) and a B.A., summa cum laude, in International Relations from the University of Southern California. She is a CFA charterholder.
Executive President & Senior Fellow, CF40 Institute
Guo Kai is Executive President and Senior Fellow of CF40 Institute. Before joining CF40 Institute, Dr. Guo was an economist at the International Monetary Fund in Washington DC and then worked at the People’s Bank of China in various capacities, including in the Monetary Policy Department and the International Department.
His main research areas include the Chinese economy and its macroeconomic policies as well as international finance. Dr. Guo is the author of three popular Chinese economics books and multiple academic papers in various English and Chinese journals.
Dr. Guo holds a Ph.D. degree in economics from Harvard University.
Chair Emeritus, Asia, Milken Institute; Advisor Senior Director, Temasek
Mr. Robin Hu is Emeritus Asia Chairman of the Milken Institute and served as Singapore’s Non-Resident Ambassador to Timor-Leste from 2023 to 2026. At Temasek, he headed the Sustainability and International Policy groups and served as Vice Chairman for Asia and Operating Partner before becoming its senior advisor.
He chairs Mandai Nature, a non-profit dedicated to biodiversity protection and wildlife conservation across Southeast Asia, and is Chairman of Parkway Trust Management Limited, manager of the Singapore-listed Parkway-Life REIT. He also serves as a board director of the WHO Foundation.
Prior to Temasek, Mr. Hu was Group CEO of Hong Kong-listed South China Morning Post Ltd., where he led its digital transformation and subsequent sale to the Alibaba Group. In the 1990s, he led Singapore’s systems transfer for the Suzhou Industrial Park.
Having lived and worked across Singapore, Beijing, Shanghai, Suzhou, Taipei, and Hong Kong, he brings a cross-regional perspective to questions of strategic competition, geopolitics, and capital allocation. His career spans information technology, media, finance, and public service.
Mr. Hu writes on strategic competition, capital flows, and Asia’s economic transition. His commentary appears in Nikkei Asia, Project Syndicate, South China Morning Post, Lianhe Zaobao, and the Hinrich Foundation, and reaches policymakers, boards, and capital allocators globally.
He serves on international advisory councils for the Official Monetary and Financial Institutions Forum (OMFIF) and Bank of Singapore’s Chief Investment Office.
Global Head of Japanese Equity, Nomura Asset Management
Mr. Yuichi Murao is Nomura Asset Management’s Global Head of Japanese Equity, starting in the position in April 2026. Prior to that, he was CIO of the firm’s entire investment strategies. He started his career with Nomura in 1990 as a portfolio manager in charge of domestic pension funds and has since extended coverage to international institutional investors. Previously, he has also been chairman of Nomura Asset Management’s Japanese Stock Selection Committee as well as Japanese Equity Investment Strategy Committee.
Mr. Murao holds an MBA from London Business School and a B.A. in Economics from Hitotsubashi University. He is a CFA charterholder.
President, Peterson Institute for International Economics (PIIE)
Dr. Adam S. Posen is President of the Peterson Institute for International Economics. He has contributed to research and public policy on G20 macroeconomic policies, inflation targeting and central bank independence, European economic integration since the euro, Japan’s recovery from its Great Recession, and recently a series of influential articles on the future of globalisation amidst China-US conflict. From 2009 to 2012, Dr. Posen served as an external voting member of the Bank of England's rate-setting Monetary Policy Committee (MPC).
He served seven terms on the Panel of Economic Advisors to the U.S. Congressional Budget Office. He is the recipient of the CBE medal for his service to British economic policy and of the Order of the Rising Sun with Gold Rays for his contributions to Japanese economic policy. He received his BA and PhD from Harvard University.
Chief Economist, Partner, Apollo Global Management
Torsten Slok is Partner and Chief Economist at Apollo. Prior to joining in 2020, Mr. Slok worked for 15 years on the sell-side, where his team was top-ranked by Institutional Investor in fixed income and equities for ten years. Previously, he worked at the OECD in Paris in the Money and Finance Division and the Structural Policy Analysis Division. Before joining the OECD, Mr. Slok was with the IMF in the division responsible for writing the World Economic Outlook, and the division responsible for China, Hong Kong, and Mongolia.
Mr. Slok studied at University of Copenhagen and Princeton University. He frequently appears in the media and has published numerous journal articles and reviews on economics and policy analysis, including in the Journal of International Economics, Journal of International Money and Finance, and The Econometric Journal.
Vice Chairman & Managing Director, PIMCO
John Studzinski CBE is an American British financier and philanthropist. He is Vice Chairman and Managing Director of PIMCO, where he helps advance the firm’s global strategy and serves as a key strategic advisor to clients worldwide. Mr. Studzinski previously held senior leadership positions at Blackstone, HSBC, and Morgan Stanley.
Parallel to his finance career, Mr. Studzinski is a philanthropist focused on the arts, human rights, and homelessness. In 2001, he founded the Genesis Foundation to nurture emerging creative talent. He serves on the board of the J. Paul Getty Trust and chairs the Benjamin Franklin House Museum. He also co-founded The Passage to address homelessness and the Arise Foundation to combat human trafficking. He is Vice Chair Emeritus of Human Rights Watch.
Mr. Studzinski is the author of A Talent for Giving: Creating a more generous society that benefits everyone, and a regular contributor to the BBC’s Thought for the Day, which explores modern issues from a faith perspective.
He holds an MBA from the University of Chicago and a bachelor’s degree from Bowdoin College. In 2008, he was awarded a CBE (Commander of the Order of the British Empire) for his services to the Arts and Charity, and his philanthropy has received honours from Pope John Paul II, the Prince of Wales in 2014 and the Beacon Prize.









