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Global Newsletter & Insights Series
Kevin advises Fortune 100 CEOs and significant institutional investors with insights on geopolitical and policy risks, and their investment and corporate strategy implications.
He plays an active role in promoting the firm’s research agenda and developing its macro views, as well as integrating Teneo’s geopolitical advisory services across the platform.
Prior to joining Teneo, Kevin was the director of Strategic Clients at Eurasia Group and a member of the firm’s Operating Committee. Previously, he was in international institutional equity sales with the Spanish bank BBVA, and earlier, with Bear, Stearns & Co.
A sought-after public speaker, Kevin regularly presents to a wide range of audiences worldwide on geopolitical risks and trends.
Kevin is a member of the Council on Foreign Relations.
Kevin received a BA in Economics from Vassar College.
Foreword The Global Year Ahead The events of 2023 suggest that the global system has entered an intense period of structural transition that will reorder geopolitics and reshape the international business environment in fundamental ways. Russia’s war in Ukraine continues, frozen conflicts have reignited in places like Israel/Gaza and Nagorno-Karabakh,…
Welcome to this edition of the Weekly Political Compass from Teneo’s political risk advisory team! This week, we are taking a closer look at the looming Turkish elections. Meanwhile, changes are ahead for several institutions of government in Japan, the center-right has won the Finnish elections,…
A year ago, political, corporate and market leaders across the globe contemplated what the buildup of Russian forces along Ukraine’s borders would portend. While the U.S. administration and intelligence community warned that a Russian invasion was likely, many corporate leaders and market participants were nevertheless taken by surprise when it…
The world is facing an unprecedented level of humanitarian emergencies. While the ongoing conflict in Ukraine has precipitated a humanitarian tragedy and threatens future global food security, the situation is increasingly worsened by natural disasters fueled by climate change and environmental degradation. At this pivotal time, global leaders are uniquely…
The global operating environment is increasingly complex, and the response window is ever shorter. Russia’s war in Ukraine, the rise of China, political polarization in the U.S., cyber risks, the energy transition, the growing threat of a global recession and stagflation are all conspiring to challenge today’s business leaders as…
Is a recession coming? Many experts think it is inevitable. Unlike the last recession in 2008-09, global regulators and governments may struggle to guide the economy to a soft landing. What can CEOs and boards do to combat the myriad challenges thrown by the impending economic downturn? Teneo experts Daniel…
From Russia’s invasion of Ukraine and seismic shifts in the world of energy to increasing inflation and the risk of a global recession, businesses are navigating an unprecedented minefield of volatile and interconnected geopolitical threats. Steven Rattner, Chairman and CEO of Willet Advisors LLC, Economic Analyst on MSNBC’s Morning Joe, contributing…
Andrea Kendall-Taylor, Senior Advisor at WestExec Advisors and former Deputy National Intelligence Officer for Russia and Eurasia at the National Intelligence Council; Carsten Nickel, Teneo Managing Director and expert on Europe; Orson Porter, Teneo Senior Managing Director and government affairs expert; and Andrius Tursa, Teneo’s Central & Eastern Europe Advisor…
Crypto and digital currencies are rapidly changing the nature of money itself and continue to be a disruptive threat to the global financial system. As businesses and governments embrace the possibilities of transformative financial technologies, how will this reshape the global economy and how will the threat of macroeconomic instability…
We are pleased to welcome Lawrence H. Summers to the Teneo Insights Series. Summers is one of America’s leading economists, having served as U.S. Secretary of the Treasury in the Clinton administration and as Director of the National Economic Council in the Obama administration. Summers is currently the Charles W.
The political landscape of the United Kingdom and the country’s post-Brexit path seems more uncertain than ever. With a domestic leadership crisis and an evolving geopolitical environment characterized by the return of great power rivalry, how is the United Kingdom positioning itself for the challenges yet to come? Lord Hague…
Tom Standage, Deputy Editor of The Economist and Editor for The World Ahead 2022 joins Kevin Kajiwara for a one-on-one discussion on the top stories and other key global trends and predictions for 2022. Listen to the Call The World Ahead…
Steve Clemons, Editor-at-Large of The Hill and former Editor-at-Large of The Atlantic, and Orson Porter, Teneo Senior Managing Director and government affairs expert, joined Kevin Kajiwara for an important discussion on what to expect on the U.S. political scene heading into the new year. …
Teneo’s global team of experts joined Kevin Kajiwara for an important discussion on critical issues to watch in key regions around the world in 2022. We were pleased to be joined by Jon B. Alterman, Teneo Senior Advisor and Director of the Middle East Program at the Center for Strategic…
Jonathan Evans, President and CEO of Lithium Americas Corp., and Orson Porter, Teneo Senior Managing Director and government affairs expert, joined Kevin Kajiwara for an important discussion on the renewable energy revolution and the steps the U.S. and other nations must take to secure indigenous sources of lithium to effectively…
Valerie Rainford, CEO of Elloree Talent Strategies and former Managing Director at JPMorgan Chase, where she headed the company’s Advancing Black Leaders Strategy; Jamal Simmons, policy and political analyst and author of The 4 Percent Problem, exploring why Black inclusion in leadership ranks stalls at around 4% in nearly every…
Amelia DeLuca, Managing Director of Sustainability for Delta Air Lines, and Calin Rovinescu, Teneo Senior Advisor and former President and CEO of Air Canada, joined Kevin Kajiwara for a discussion on the future of the global aviation industry, including its post-pandemic recovery, sustainability considerations heading into COP26, and what it…
Monica Frassoni, Teneo Senior Advisor, former MEP and Co-President of the European Green Party; Sarah Ladislaw, head of the U.S. program at Rocky Mountain Institute; and Michal Meidan, Director of the China Energy Programme at Oxford Institute for Energy Studies, joined Kevin Kajiwara for a discussion on policy and regulatory…
In just a few days, German voters will decide who will lead the EU’s most powerful economy. With this watershed Bundestag election, Angela Merkel’s 16 years at the chancellery will come to an end. Her story is nothing but extraordinary. Trained as a research chemist in the country’s formerly communist…
Rhea Siers, Teneo Senior Advisor and former Deputy Associate Director for Policy at the National Security Agency; and Conrad Prince, Senior Advisor on cybersecurity at the Royal United Services Institute and Former Head and Director General for Operations at GCH, join Kevin Kajiwara to discuss cybersecurity and the growing threat…
Paul Haenle, Chairman of Teneo’s Asia Pacific Region, Director of the Carnegie-Tsinghua Center in Beijing, and former Director for China, Taiwan, and Mongolian Affairs on the National Security Council staffs of Presidents Bush and Obama, and Gabriel Wildau, Teneo Senior Vice President, former Shanghai Bureau Chief for the Financial Times…
Julia Gillard, the 27th Prime Minister of Australia, joins Kevin Kajiwara, Co-President of Political Risk Advisory, on the Teneo Insights Webinar Series. Prime Minister Gillard is a seasoned politician, philanthropist, and lawyer by training, and has been a champion throughout her life of women’s empowerment issues on topics ranging from…
Jordan Roth, President and principal owner of Jujamcyn Theaters; Kara Barnett, Executive Director of the American Ballet Theatre and former Managing Director of Lincoln Center International; and Anna Deavere Smith, actress, playwright and recipient of the MacArthur Fellowship, joins Kevin Kajiwara, Co-President of Political Risk Advisory, to discuss the return…
Michèle Flournoy, Managing Director of WestExec Advisors, Chairman of the Center for a New American Security and former Under Secretary of Defense, joins Kevin Kajiwara, Co-President of Political Risk Advisory, to discuss a new era of U.S. foreign policy under President Biden. …
Ginni Rometty, Teneo Senior Advisor, Co-Chairman of @One10, and former Chairman, President and CEO of IBM, joins Kevin Kajiwara, Co-President of Political Risk Advisory, to discuss leadership, diversity and the future of the CEO. Listen to the…
Chuck Ramsey, former Commissioner of the Philadelphia Police Department and former Chief of Police of the Metropolitan Police Department of the District of Columbia; and Bill Bratton, Executive Chairman of Teneo Risk and Former Police Commissioner of Los Angeles, Boston and New York, join Kevin Kajiwara, Co-President of Political Risk…
Juliette Kayyem, Teneo Senior Advisor, faculty Chair of the Homeland Security and Security and Global Health Projects at Harvard’s Kennedy School of Government and President Obama’s former Assistant Secretary at the Department of Homeland Security, and Rhea Siers, Teneo Senior Advisor and former Deputy Associate Director for Policy and Senior…
Senator Christopher J. Dodd, Teneo Senior Advisor and former U.S. Senator from Connecticut, joins Kevin Kajiwara, Co-President of Political Risk Advisory at Teneo, to discuss President Biden's first 100 days in office. Listen to the Call …
Dr. Richard Haass, President of the Council on Foreign Relations, former Director of Policy Planning for the Department of State and former Special Assistant to President George H.W. Bush, joins Kevin Kajiwara, Co-President of Political Risk Advisory, for an important discussion on foreign affairs, the role of the United States in…
Teneo Senior Advisor, Emmy Award winning producer and New York Times bestselling author Van Jones, and Teneo Senior Advisor and former Global Chairman and CEO of EY Mark Weinberger, join Kevin Kajiwara to discuss how corporate America will continue to engage with social and environmental issues. …
Dambisa Moyo, New York Times best-selling author and member of the Boards of Chevron and 3M, joins Kevin Kajiwara to discuss the economic effects of COVID-19 on U.S. and global affairs. Listen to the Call Kevin Kajiwara (KK): Well, good day everyone.
Teneo Senior Advisors Ursula Burns and Gabrielle Sulzberger join Kevin Kajiwara to discuss the current economic, political and social landscape, including the Biden Administration, challenges facing corporate leaders and boards, and their work with the Board Diversity Action Alliance. Listen to the…
Steve Clemons, Editor-at-Large of The Hill, and Orson Porter, Senior Managing Director at Teneo, join Kevin Kajiwara to discuss the Biden Administration. Listen to the Call Kevin Kajiwara (KK): Well, good day, everyone. Thank you for joining today's edition of Teneo Insights.
Richard Hatchett, CEO of CEPI and Jerome Hauer Ph.D., Senior Advisor with Teneo, join Kevin Kajiwara to discuss the pandemic and the process of vaccine distribution. Listen to the Call Kevin Kajiwara (KK): Well, good day, everyone. Welcome and thank…
Mervyn Davies, Teneo Senior Advisor, joins Kevin Kajiwara to provide listeners with a look ahead to 2021. Listen to the Call Kevin Kajiwara (KK): Well, good day, everyone. And thank you for joining our final Teneo Insights…
Carsten Nickel, Managing Director at Teneo, Jon Alterman, Teneo Senior Advisor, Anne Frühauf, Managing Director at Teneo, Nicholas Watson, Managing Director at Teneo, and Gabriel Wildau, Senior Vice President at Teneo, join Kevin Kajiwara to discuss what business leaders should look out for in 2021. …
Our global outlook includes the views of our political risk team on the main issues to watch in each region in 2021. As the medium-term response and the recovery from the Covid-19 pandemic take shape next year, politics will continue to be crucial. Our global platform of analysts stands ready,…
Phil Cox, co-founder of 50State and Guidepost Strategies, Orson Porter, Senior Managing Director at Teneo and William J. Bratton, Chairman of Teneo Risk Advisory join Kevin Kajiwara to provide an update on the U.S. Election. Listen to the Call Kevin…
Orson Porter, Senior Managing Director at Teneo, and Gerry Baker, Columnist and Editor-at-Large at The Wall Street Journal, join Kevin Kajiwara to discuss the upcoming U.S. election. Listen to the Call Kevin Kajiwara (KK): Good day, everyone. Welcome and…
Orson Porter, Senior Managing Director at Teneo, and Jerry Hauer, Ph.D. Senior Advisor at Teneo, join Kevin Kajiwara to discuss the upcoming U.S. election and the state of the pandemic. Then, the conversation pivots to Asia as Tobias Harris, Senior Vice President at Teneo, joins Kevin to discuss the East…
Declan Kelly, CEO of Teneo, joins Kevin Kajiwara to discuss what CEOs and business leaders need to be prepared for in 2021. Listen to the Call Kevin Kajiwara (KK): I'm Kevin Kajiwara…
Jerome Hauer, Ph.D., Teneo Senior Advisor and Public Health & Emergency Management Expert, and Bill Bratton, Executive Chairman of Teneo’s Risk Advisory practice and former New York City Police Commissioner, join Kevin Kajiwara for an important discussion on the pandemic and the urban crime narrative, two driving variables in the…
Ursula Burns, former Chairman and CEO of Xerox and Teneo Senior Advisor, Crystal Ashby, CEO of The Executive Leadership Council (ELC), and Roy Swan, Director, Mission Investments of the Ford Foundation, join Kevin Kajiwara for an important discussion on the Board Diversity Action Alliance (BDAA), a…
Tony Sayegh, Mike Allen, Phil Cox and Orson Porter join Kevin Kajiwara to discuss the upcoming U.S. elections. Listen to the Call Kevin Kajiwara (KK): Good day, everyone. And welcome to today's Teneo Insights Webinar. I'm Kevin Kajiwara,…
Stephen Liptrap, Kerry Sulkowicz M.D. and Jerome Hauer Ph.D. join Kevin Kajiwara to discuss how COVID-19 has forever changed corporate leadership and workforce management. Listen to the Call Kevin Kajiwara (KK): Good day,…
Orson Porter, Steve Clemons and Colm O'Comartun join Kevin Kajiwara to discuss the upcoming U.S. elections Listen to the Call Kevin Kajiwara (KK): Good day, everyone. Welcome to today's Teneo Insights Webinar. I'm Kevin Kajiwara,…
Paul Haenle, Damien Ryan, Gabriel Wildau and Jerome Hauer Ph.D. join Kevin Kajiwara to discuss the New Challenges for Companies Doing Business in China. Listen to the Call Kevin Kajiwara (KK): Good morning, everyone. Thank you for joining today's…
Barbara G. Novick, Martha Carter, Matt Filosa and Jerome Hauer, Ph.D join Kevin Kajiwara to discuss the reopening of the American economy and the rise of ESG investing. Listen to the Call Kevin Kajiwara (KK): Well, good day, everyone.
Harvey Pitt, and Jerome Hauer, Ph.D join Kevin Kajiwara to discuss the second wave of the coronavirus and how the pandemic, rising unemployment and the Black Lives Matter movement are effecting corporate governance. Listen to the Call Kevin Kajiwara…
The Right Honourable Brian Mulroney, P.C., and Jerome Hauer, Ph.D join Kevin Kajiwara to discuss the coronavirus, effective leadership and the United State's place in the world. Listen to the Call Kevin Kajiwara (KK): Good morning, everyone. Welcome, and…
Ursula Burns and William J. Bratton, join Kevin Kajiwara to discuss Black Lives Matter, law enforcement reform, and the corporate response to these issues. Listen to the Call Kevin Kajiwara (KK): Well, good day, everyone. Welcome, and thank you…
Paul Haenle, Simon Buckby, Gabriel Wildau and Jerome Hauer, Ph.D, join Kevin Kajiwara to discuss the coronavirus and its effects on the U.S. - China relationship. Listen to the Call Kevin Kajiwara (KK): Well, good day everyone and welcome…
Jerome Hauer, Ph.D, Orson Porter, Senior Managing Director at Teneo and Phil Cox, Co-Founder of 50 State join Kevin Kajiwara to discuss the upcoming U.S. presidential election and the political aspects of reopening the economy. Listen to the Call …
William J. Bratton, Executive Chairman, Risk Advisory at Teneo and Bradley Connor M.D., Teneo Senior Advisor, join Kevin Kajiwara to discuss the latest updates regarding the Coronavirus vaccine and the reopening of the U.S. economy. Listen to the Call …
Jerome Hauer, Ph.D and Patricia Russo, Teneo Senior Advisor and Chairman of Hewlett Packard Enterprise, join Kevin Kajiwara to discuss the latest updates regarding the effects of Coronavirus on the U.S. economy and the fallout from the reopening of businesses in Asia. …
Jerome Hauer, Ph.D and Lord Davies of Abersoch join Kevin Kajiwara to discuss the latest updates regarding the Coronavirus and the possible reopening and restarting of economies. Listen to the Call Kevin Kajiwara (KK): Well, good day everyone, and…
Ursula Burns, Chairman of Veon and former Chairman and CEO of Xerox and Jerome Hauer, Ph.D, join Kevin Kajiwara to discuss the latest Coronavirus updates as well as the process of reopening countries. Listen to the Call Kevin Kajiwara…
Jerome Hauer, Ph.D, Gabriel Wildau, Paul Haenle and Oscar Wang join Kevin Kajiwara to discuss China's role in the Coronavirus crisis and how it will effect relations with the U.S. going forward. Listen to the Call Kevin Kajiwara (KK):…
Mark A. Weinberger, Teneo Senior Advisor and Former Global Chairman and CEO of EY, and Jerome Hauer, Ph.D join Kevin Kajiwara to discuss the latest updates and developments regarding the effect of the coronavirus and the potential restart of the American economy. …
Bradley A. Connor, M.D., Carsten Nickel, Christian Buss, Orson Porter & Tony Sayegh join Kevin Kajiwara to discuss the latest updates and developments regarding the effect of the coronavirus. Listen to the Call Kevin Kajiwara (KK): Welcome everybody to…
Jerome Hauer, Ph.D, Gabriel Wildau, Martha Carter, Orson Porter, and Tony Sayegh join Kevin Kajiwara to discuss the latest updates and developments regarding the effect of the coronavirus. Listen to the Call Kevin Kajiwara (KK): Good morning everyone or…
Andrea Calise, Jerome Hauer, Ph.D, Kerry Sulkowicz, M.D., Orson Porter & Tony Sayegh join Kevin Kajiwara to discuss the latest updates and developments regarding the effect of the coronavirus. Listen to the Call Kevin Kajiwara (KK): Thanks for…
Courtney Adante, Jerome Hauer, Ph.D, Jonathan Wackrow, Martha Carter, Orson Porter, Stephen Cohen and Wolf Piccoli join Kevin Kajiwara to discuss the latest updates and developments regarding the effect of the coronavirus. Listen to the Call Kevin Kajiwara…
Andrea Calise, Jerome Hauer, Ph.D and Gabriel Wildau join Kevin Kajiwara to discuss the latest updates and developments regarding the effect of the coronavirus. Listen to the Call Kevin Kajiwara (KK): Welcome to today's Teneo Insights call. I’m…
Andrea Calise, Jerome Hauer, Ph.D, Oscar Wang and Gabriel Wildau join Kevin Kajiwara to discuss the latest updates and developments regarding the effect of the coronavirus. Listen to the Call Kevin Kajiwara (KK): I’m Kevin Kajiwara, Co-President of…
Kevin Kajiwara (KK): Welcome to today’s Teneo Insights call on Hong Kong and the continued unrest there, and the potential path to a resolution. I’m Kevin Kajiwara, co-President of Teneo’s Political Risk Advisory business. Guiding us through today’s conversation, I’m joined by three of my colleagues: Damien Ryan, the CEO…
The 21st century will be dominated by four major trends (and myriad sub and derivative trends) that corporate decision-makers and investors will have to successfully navigate in order to thrive and perhaps survive. The rise of China and the nature of its relations with the United States; climate change; the…
A discussion between Paul Haenle, Damien Ryan and Gabriel Wildau. Moderated by Kevin Kajiwara. Kevin Kajiwara (KK): Today we’re going to discuss the outlook for the unrest that we continue to see in Hong Kong and look at the impact on markets, geopolitics and businesses operating in Hong Kong. Starting…
A discussion between Megan Shattuck and Patricia Lenkov, senior members of Teneo's Talent Advisory offering. Moderated by Kevin Kajiwara. Kevin Kajiwara (KK): I’m Kevin Kajiwara, Co-President of Teneo’s Political Risk Advisory Practice. Today we are here to discuss the top challenges facing boards today – and what these issues mean…
A discussion between Bill Bratton, Jonathan Wackrow and Steve Smith, senior members of Teneo’s Risk Advisory team. Moderated by Kevin Kajiwara. Kevin Kajiwara (KK): I’m Kevin Kajiwara, Co-President of Teneo’s Political Risk Advisory Practice.Today we are here to discuss an issue that all organizations face; exposure to and potential liability…
Teneo’s Seth Martin and David Lurie, senior members of the Strategy & Communications Advisory business, discuss the new media landscape and its impact on investor communication strategies and how businesses and senior executives can leverage digital platforms to reach key investor audiences while maintaining control of their own narratives. Kevin…
Teneo’s Martha Carter, Head of Governance Advisory, and Matt Filosa and Sean Quinn, both senior members of Teneo’s Governance Advisory team, discuss the continued market volatility and its effects on corporate governance and ESG issues, including advice on how a company’s institutional investors may view issues such as executive compensation,…
For those exhausted by the nature and sheer volume of news, fake news, tweets, alternative facts, talking heads, populism, extremism and pure partisan blood-lust, we regret to inform you that 2019 does not portend much respite. As our annual preview of the coming year goes to print, there are four…
If 2016 was the year of the surprise and 2017 the year of the surreal, what then is in the offing for 2018? Following the historic and unprecedented vote in the United Kingdom to exit the European Union and the presidential election in the United States, the tone of 2017…
