Jay leads Veracity’s global operations and serves as a top advisor on geopolitical risk and market intelligence. Prior to joining Veracity, he was a leader at McKinsey & Company on strategy and risk management topics spanning five continents and multiple industries. He served as Chief of Staff at the US Embassy in Pakistan and as Special Assistant to two Deputy Secretaries of State, with additional diplomatic postings in Russia, Ukraine, Hungary, and at the US Mission to the OSCE. Jay is a US Navy veteran and former Fulbright Scholar, Boren Fellow, and Rotary Ambassadorial Scholar. He holds degrees from Stanford, Harvard, and the Fletcher School at Tufts, and he speaks Russian, German, and French.
With core national interests increasingly driving cooperation and competition between states; global companies, especially those in strategic sectors, have a clear charge: they must deeply understand and even shape geopolitical conversations to remain competitive and differentiated.
The three most important geopolitical questions for 2023 relate to: 1) the protracted war in Ukraine, and whether national leaders and businesses will be forced to choose a side; 2) simultaneous supply and demand-side disruptions to energy markets, and how global actors should weigh energy security, diversification of supply, and the scale of ambition for the green energy transition; and 3) US-China competition, protectionism, and “decoupling,” and how far to go on resiliency and redundancy for both supply chains and consumer markets. This session will offer an assessment of how mining companies in Africa are affected by these geopolitical shifts, as well as how they can incorporate geopolitics into strategy and risk management.
Tuesday 07 February 16:20 - 16:35 Main Stage
Main Stage