Nili Gilbert, CFA, CAIA
Independent Director • Brookfield Asset Management
New York, New York, United States •
Request Pricing
About
The questions reshaping the global economy — on AI, geopolitics, markets, and leadership — are not short of analysis. They are short of the practitioner’s discipline to identify what the analysis is missing. Nili Gilbert identifies the gaps between prevailing frameworks and reality and uses that insight to identify emerging opportunities. She has developed this discipline across two decades of global macro investing and deepened it through years of advising policymakers, investors, and institutional leaders. Audiences leave with a clearer understanding of the forces reshaping the global landscape, the strategic blind spots most organizations still underestimate, and the decisions that will matter most in the years ahead.
Speaking Topics
Signature Programs (9)
Capital is moving toward AI and related infrastructure at a pace and concentration that is reshaping national competitive positions, redirecting institutional investment mandates, and redrawing the map of technological power. Every organization is making its own capital allocation decisions inside that landscape, whether it knows it or not. Decisions about talent, technology, and organizational structure carry the same compounding logic as financial ones: early misallocations are cheap to make and expensive to reverse. Drawing on two decades of investing across market cycles, this talk gives corporate leaders the investor's discipline applied to their own organizations: how to identify where attention and resources are flowing, where the returns will actually be, and how to redirect both before the window closes.
Format
Delivery
The global economy is in rupture. The rules of trade, technological power, and geopolitical alignment are being renegotiated simultaneously. In this rupture, the strategic tools built for earlier periods can become liabilities -- they optimize for a landscape that no longer exists. Drawing on a macro investor's discipline of reading what systems are not yet pricing, this talk builds the framework leaders actually need: diagnosing the moment correctly, identifying where durable advantage is being built, and designing strategy around systems where self-interest and collective progress reinforce each other. For capital allocators, policymakers, and corporate leaders navigating the current inflection.
Format
Delivery
The biggest strategic mistakes organizations make are invisible at the time: initiatives that didn't come forward, markets that weren't entered, capabilities that weren't built while attention and capital flowed elsewhere. Drawing on experience across institutional investment, board governance, and technology markets, this talk examines why organizations systematically misallocate resources during periods of structural transformation, and what the leaders who get it right do differently. The result is a practical framework for identifying where your organization's blind spots are before your competitors find them first.
Format
Delivery
Your Experience with Nili
Your perspective matters!
What was it like engaging with Nili?
