TESTIMONIALS & TOPICS
WHAT ARE PEOPLE SAYING?
Members found Peter Zeihan to be insightful and his comments to be very thought-provoking. As one Member stated, Peter's commentary gave them "a realistic perspective on geopolitical issues that is missing in national conversations and by media." Many Members stated that they would be considering ways to use automation to bridge ongoing labor and supply issues and that they would be looking at additional ways to move products out of China. Several Members have pledged to be more forward thinking by following long-term and world-wide trends.
The 2 hour teleconference was a very informative time. The Material was provided in advance and Zeihan was able to immediately answer questions. If possible, we will ask Zeihan for another topic.
Each year we conduct a Northwest Cherry Grower education day called Cherry Institute. We have been lucky enough to schedule Peter at this 400 grower event as our keynote lunch program speaker twice in the last 5 years. The growers continually request Peter as his insightful information on geopolitical events shaping our global business environment always hits the mark. I have had many attendees of Peter's presentation make statements like "Peter pointed out that this would become a global issue two years ago and sure enough that issue has become part of our daily business planning". In my mind, Peter presents has an amazing program which drives the global thinking of our entire industry. His insight applies to any segment of global business. We greatly appreciate that fact that he has a keen understanding of how Ag business fits into the broader global economy.
Peter Zeihan's talk to over 600 attendees at the recent Growth Leadership Conference (GLC) by the Association for Corporate Growth (ACG) in Milwaukee was excellent. Honestly, after six years of co-chairing this conference, his pre-event private Q&A for sponsors and keynote were rated by colleagues, fellow board members and attendees as the best ever! Of course timing is everything –– Peters insights left lasting impressions. Thus ACG won too.
Peter spoke to 150 of our senior management team at CVC's 2020 offsite. The event considers firm performance in the context of external influencers such as macro / micro economic factors. Peter is an incredibly engaging speaker who quickly builds rapport with the audience. He deftly covered the creation of the global order, the subsequent power dynamic of the USA, and how the Trump Administration is managing the global political relationships for the future. He held the audience for an hour and a half. The agenda notwithstanding, we could have listened to him for the whole afternoon.
Given the degree of global events so prominently in the news, our firm decided to invest some time in the subject of geopolitics in a key client event. If you're thinking similarly, you won't go wrong with Peter. He has the ability to explain very difficult topics in an easy to understand and entertaining manner, and will help your audience put some logical context into what the future might hold.
Peter spoke at AltaCorp Capital’s institutional investor conference, where he used his prior insights into some of the key forces driving change in today’s geo-political environment such as us energy self sufficiency, demographics and geography to explain the current state of multi-lateral and bi-lateral trade. There was a purposeful provocation at work that drove a thoughtful discussion. We received significant positive feedback and requests for his books. Peter’s insights have significantly influenced my worldview, investments, and business perspective.
Peter was a thoroughly engaging speaker for my YPO Chapter (Young President’s Organization). He gave a global overview of geopolitics, geography, natural resources, debt, and demography to illustrate the future rise/fall of countries and where regional conflict is likely to spark. Peter then brought us a fresh perspective on American leadership at home/abroad and the effect international debt and our trade agreements will have on American business sectors. He was funny, engaging, and insightful. Peter’s presentation was one of the best we've ever had.
As always, Peter did a great job engaging our audiences with information on how geopolitics will affect their businesses, and how they can use geopolitical trends to inform their decisions. Peter makes it entertaining and fast paced, always receiving top marks!
We hold an annual conference for the member companies of Lubar & Co. We solicit feedback each year from our executives as to what they would like hear at the next gathering. The unanimous consensus was to hear from someone who had interesting perspectives on the future. I read many books and found the history and outlook contained in The Accidental Superpower to be exactly what our management teams were looking for. Peter was an engaging speaker and captivated the audience for ninety minutes. He received top ratings from our audience!
As our opening keynote speaker, Peter hit a home run with our executive conference attendees. [Peter was] insightful and thought provoking, plus did a great job in addressing the key geopolitical issues faced by the energy sector
Peter Zeihan is the BEST speaker we have had in years (and we've had a lot of great speakers). He blended strong content with engaging and entertaining delivery. Peter received a standing ovation, our attendees are simply buzzing about his session. I have been congratulated several times for the "great pick" (this never happens). The icing on the cake was his warm, friendly demeanor in the down time. He was a delight.
Peter has spoken at a few of our most exclusive and signature events for top clients, receiving extremely high reviews across the board. His brilliance around geopolitics is well-matched with a very dynamic and high-energy speaking style. He kept our audiences thoroughly engaged and the time allotted never seemed to be enough to get to all the lively questions and dialogue his insights sparked.
We highly recommend Peter, he was an informative and engaging presenter to top executives at our recent board meeting. Attendees' primary follow-up requests was to have Peter speak again and to give him more time to share his exceptional insights.
Peter’s knowledge on geopolitics combined with his ease and entertaining delivery make his presentations exceptional. He consistently gets the top rated score amongst our speakers, bringing great food for thought. He is worth every penny.
Raymond James recently had the pleasure of working with Peter Zeihan at one of our Economic and Strategy Seminars. Peter was extremely well received by our clients and associates and held their attention with his brilliant insight into current topics around the world, political, social and geographic. His knowledge of the subject matter and clever wit was both informative and entertaining. We strongly recommend Peter and we hope to include him in future events.
Absolutely fabulous. Brought a young, energetic approach to a tough subject. Gave a deep global perspective while communicating an amazing amount of information in a short period of time. One of our top 5 presentations of all time.
We had Peter speak at our national association meeting on three occasions. He was the top rated presenter on all occasions. Based on his performance and the reception by our members, we have added him to the faculty of our executive development program. He is a dynamic and engaging speaker with a unique perspective and insight into global economics and geopolitical issues.
Peter is one of the sharpest geopolitical minds in the world, and one of the best speakers Conway has had at an event in our more than 60 years organizing conferences. His analysis and forecasts are engaging, and he's a tremendously talented presenter. We plan to have him back out to keynote our events as often as he's willing to come.
We were very happy to have Peter Zeihan open our international conference as the keynote speaker. Mr. Zeihan delivered a polished and provocative commentary on the world outlook. He combined powerful graphical displays, demography, geography, and historical perspectives to convey a comprehensive picture of the geopolitical forces shaping our world. With a bit of humor and irreverence, Peter presents his weighty subject matter in a lively and entertaining style. I heard attendees discussing his program throughout our conference.
We had a great response from our group. They thought Peter was a fabulous speaker and very knowledgeable. He really tailored his presentation to the industry which is something you don’t always get. We honestly could not have been more pleased with the session.
Peter's delivery was so engaging that all track of time was lost as the group was completely engrossed in the information being presented.
We have used Stratfor/Peter’s services for seven years and found his analysis and presentation to be both insightful and thought provoking. He has been a partner with us as we have grown our hedge fund from $50mm AUM to $2.5bln+. He is able to successfully tie together the web of geopolitics and global finance in an actionable way. We might not have always been in agreement with all of Peter’s views but they were well researched and supported by theory; we left the conversation better armed for the future. Anyone looking to better understand global geopolitics and its effect on capital markets should consider having regular de-briefings with Peter.
We thoroughly enjoyed his presentation and the time he took with both our folks and our clients throughout the day that Tuesday. He was very well received at our conference, and I know my colleagues who weren’t able to attend would stand to gain much from his talk as well as our clients.
Our decision to engage Peter Zeihan was based upon the quality of his analysis we had read as a subscriber to Stratfor.com, as well as recommendations from colleagues who heard him at a leadership conference for Agriculture in Florida two years prior. We were enthralled with his presentation at our Austin trade conference. You could have heard a pin drop in the room. I give many speeches as President of my advisory company across the globe to many gatherings; but I would say Peter is in the top 5% of all presenters I have seen over the last 30 years. He has the gift to make us all think about the world in a new way. It is important that his articulate message reach the leaders in all industries around the world. We need more Peters to help us cope with all the change coming at us in business.
Peter – thank you once again for a great presentation at our 2015 Southeast Customer Meeting in Amelia Island. As always, you did a wonderful job of customizing the information to the audience and topic we requested and our customers agreed, giving you top marks in your evaluation scores. It’s much appreciated that we have been able to rely on you for well-prepared, pointed presentations for so many of our varied customer conferences – from the Globalization of Agriculture and the Future of Shale to a general Geopolitical Overview – and know that each time it’s going to be a winner with our executives and customers alike. Thank you!
We hosted an event in cooperation with a large energy private equity firm for our clients. We evaluated several speakers and selected Peter due to his deep subject matter expertise and casual delivery. The audience included Fortune 1000 C-level executives, private equity investors, bankers, attorneys, family office professionals and high net worth investors. Peter’s unique geopolitical perspective on historic, current and future events resonated with all parties. It was our most thought provoking event to date. Once you hear him speak you will not look at current global events the same way again.
As our closing speaker, Peter delivered a powerful and thought provoking presentation on all things geopolitics including potential investment implications given the differing characteristics between developed and developing nations. Many came away with new insights and a better appreciation for how geography and politics affects a nation’s ability to grow and manage internal & external risks. A job well done.
Peter spoke to our officers as we entered a period of setting out our long term plans. For an electric utility, that means looking out 20 years. Peter presented the global view of the future in a concise and deeply engaging manner. To a person, the discussion was highly valued. One of the best presentations we have seen.
Peter spoke at our Annual Conference and delivered a hard-hitting and insightful presentation on the geopolitical landscape. This provided our members with an understanding of potential investment opportunities for their organizations as well outlining risks involved within each region. His willingness to tailor his research to our specific group needs makes him an outstanding choice. Peter was our top rated speaker and simply fantastic!
The word amazing does not do Peter's presentation justice. He brought an increased energy level to our panel discussion as well. Both Peter's presentation and performance on the panel discussion were truly fantastic! A+ performance!
Peter Zeihan gave a remarkable and timely presentation on the rapidly evolving global economic and political scene at the 2014 IdeaFestival. Through an engaging, high energy speaking style peppered with insightful charts he was able to communicate a variety of important ideas and developments that were easily understood by a very diverse audience.
Peter was our highest rated presenter at this year’s Executive Summit. He has a unique ability to take complex global and economic issues and demonstrate how companies of all sizes are impacted.
Peter Zeihan was outstanding as our featured speaker at our most recent event. His presentation style, melding incredible knowledge and insight with humor, had our delegates engaged throughout and left them with a new perspective on how global economics and geopolitics may impact the agribusiness sector.
We had heard Peter speak to two different trade groups in the past and decided to retain Peter’s services for our recent North American Dealer Convention. During this large event, Peter presented his views on the current state of geopolitics and how geography, demography and economics may impact the development of agriculture in the United States and worldwide prior to participating to an open forum exchange with representatives from the audience. The engagement and the response from the conference participants were phenomenal, and Peter’s segment very highly rated by all.
One of our objectives is to present information and perspectives that our customers do not or have not often considered. Peter delivered EXACTLY what we were hoping for!
Peter was exactly how he hoped he would be. Huge hit. The fact he stayed afterwards was well appreciated by everyone who spoke with him.
Peter Zeihan was the hit of our 2015 annual conference. His presentation was insightful and relevant to our attendees, most of whom are leaders within Minnesota's agriculture and food sector. Peter's perspectives on geopolitics as it relates to our sector captivated the audience; his presentation helped make an often complicated and complex subject matter understandable to our attendees. He also made a positive impression on our attendees by taking time for Q and A after his remarks and continuing to engage our attendees in conversations after his presentation. We highly recommend Peter as a conference speaker.
Peter recently spoke at our partners meeting for the North & Central America region in Carlsbad, California. His captivating presentation received, by far the highest accolades of any presentation we have had in all the years I have been chairman. His style and fluency on the geopolitical landscape is beyond comparison. I very much look forward to having him present at our international partners meeting in the near future.
SELECT KEYNOTE TOPICS
Zeihan often presents on a wide variety of economic, political, strategic and cultural topics spanning the international system. He tailors his executive briefings to address the needs of specific clients on specific timeframes. The following list includes selections of custom keynotes during the past three years.
AFTER THE PEAK: FINANCE IN AN AGE OF LESS
For the past three decades our world has known ever-rising volumes of money. Whether from Wall Street, the Federal Reserve, Europe or East Asia, this rising tide of capital at ever-cheaper rates has defined the post-Cold War era. It’s ending. Now. For reasons geopolitical and demographic, the globalization of finance is in its final months just as the overall inflows are dissolving for reasons demographic. This isn’t momentary. We will not return the capital structure of the 2000s and 2010s within our lifetimes. The questions now become how deep the crash will be, which sectors will suffer the most, and what islands will be able to weather the coming financial storm?
AT THE EDGE OF DISORDER
The concept of countries being able to buy and sell their wares openly on the international marketplace is inviolable. The freedom to sail one’s products around the world is a given. Everything from the transfer of money to the accessibility of energy is sacrosanct. Yet all this and more is artificial: an unintended — if happy — side effect of the American-led global Order. With that Order in its final days, all countries and all industries must learn to operate in a world as unstructured as it is dangerous. Join us as Peter Zeihan lays out how we got to where we are, and what the future holds for sectors as diverse as energy, agriculture, finance, manufacturing and transport.
A WORLD WITHOUT CHINA
Three pillars support modern China’s success: global trade, internal political unity, and easy money. With those three pillars, China has managed to shake 2000 years of war and occupation and remake itself as one of the world’s most powerful countries. Yet none of these three pillars can stand without American assistance, and that cooperation is ending. China’s “inevitable” rise isn’t simply over, it is about to go into screeching, unrelenting, dismembering reverse. But that’s hardly the end of history. When a country falls — particularly the world’s top manufacturing power — the ripples affect countries and industries near and far. Learn who benefits and who loses in a world without China.
THE RETURN OF DOLLAR DIPLOMACY
The Mideast wars have left the United States exhausted and leery. Immigration has become a four-letter word. Shale has severed most of the ties that bind. In sum, the United States has lost interest in the wider world and so is already hip-deep in a decade-long retrenchment. That will change not just the world, but America itself. Such evolutions will make next phase of American engagement not just more thoughtful and surgical, but also more lucrative.
NO ASSEMBLY REQUIRED: THE FUTURE OF GLOBAL MANUFACTURING
The world of manufacturing is an endlessly specialized venture, with most manufacturers sourcing components from scores of facilities across a dozen or more countries. But what if the ability to sail components from site to site became compromised? What if capital availability proves insufficient to update industrial bases as technology evolves? What if intermediate and end markets become less desirable – or less accessible? All that and more is about to happen, which signals the end of manufacturing as we know it. The successful manufacturers of the future will be those who can command access to raw materials, capital, labor and markets – all in the same location.
THE NORTH AMERICAN DRUG WAR
By nearly any definition Mexico should be a failed state, yet because of its location adjacent to the global superpower it instead will be one of the world’s most successful countries. Within the story of Mexico lies the greatest opportunities — and gravest threats — of our time.
THE CHINA WARS
The growth of the Chinese economy has been exceptional. But as much as we all “know” that China is the country of the future, in reality the Chinese system is already breaking apart. Chinese “success” is based upon a financial structure that is cracking, a demographic moment that has nearly ended, and an international environment over which it has no influence. What follows will not end Chinese participation in the global system, but it will certainly end Beijing’s.
THE NEW MIDDLE EAST
For decades the Middle East has been trapped in a simple, irresistible tension: the world needs the region’s oil, so the global superpower keeps the region locked in place. Within a very few short years that lock will be removed, and the region’s politics will unravel explosively. What comes next will challenge every country in the region — many to the breaking point.
THE END OF THE WORLD…AND OTHER OPPORTUNITIES
Conflicts Russian, Middle Eastern and Asian are about to trigger the greatest energy crisis in history. Dozens of countries are slipping into deflationary spirals from which there is little hope of escape. And America’s swerving into demagogic populism will unhinge its entire alliance network. The world as we know it is in its final days. Find out how and why it all came to be, how and why it is all falling apart. But most of all find out how the world’s end heralds the greatest expansion in American power and security in the history of the Republic.
SUPERSIZE ME: THE FUTURE OF GLOBAL ENERGY
The global energy sector is as complicated and opaque as it is omnipresent and essential, and it has adapted to not simply the changes in the global economic system, but the global political system. Countries that were weak to nonexistent in ages past now are major players in global energy markets, both as producers and consumers. The system that has allowed this evolution now is under fire, and soon the stability that has enabled the energy sector to create its global webwork will end. What will follow will be a world both more chaotic and poorer, one in which the process of finding, producing, transporting and refining energy will simply be beyond the military and financial capacity of most players. Only the largest, smartest and richest entities will be able to maintain – much less expand – their networks. Far from its final days, the era of the supermajor has not yet begun.
THE AMERICAN AGE
Americans think of themselves as set apart from the rest of the world, and to a certain degree they are correct. But it is not that Americans are ‘better’ or ‘more free’ that makes them different, instead that they enjoy supreme geographic positioning and favorable demography — something that is not currently enjoyed by any other major power. Played as little as twenty years forward, this will result in an American-dominated international system with all of the economic and strategic benefits that such implies. But it is a very different world from the one we now know.
LIFE AFTER EUROPE
The entire European experiment occurred within the Cold War framework that was both artificial and imposed from outside. That framework is dissolving and anything that used it as a foundation — up to and including the euro — is now dissolving with it. Zeihan will lay out why Europe’s strengths — not its debts — have made the euro’s fall inevitable, as well as what life after the common currency will look like not just in Europe, but around the world. The picture is not as dark as you might think.
THE ALBERTA QUESTION
As the global system evolves no country is better positioned than Canada. Very soon Canada’s choices will be about how to take advantage of opportunities, rather than how to avoid complications. But in this very silver lining is a very dark cloud. The same evolutions that will allow Canada unprecedented opportunities for wealth and respect also hold the possibility of damaging the Canadian state. This time the dangers do not originate from the United States, but from within Canada itself. And they could very well prove mortal.
MANUFACTURING (IN) A NEW WORLD
Manufacturing is an endlessly specialized and complicated venture, with most manufacturers directly or indirectly sourcing components from around the country and world. But what if the ability to sail components from site to site becomes compromised? What if capital availability proves insufficient to update industrial bases as technology evolves? The successful manufacturers of the future will be those who can command access to raw materials, capital, labor and markets – within defined areas of proximity. Such days are nearly upon us. Differences in COVID recovery and demographic structures are intermingling with failing Chinese relationships to push manufacturing in an entirely new direction.
AMERICA ON THE EDGE
The world as we know it is ending. Global trade and everything that comes from it — cheap Asian goods, international energy markets, global agriculture, stable finance — is about to unravel. Out of all this the Americans — cast in both the role of disruptor and survivor — are making decisions that will shape both themselves and the rest of the world for decades. Get a sneak peak at the future of energy, agriculture, finance, and the role America will play in the world to come.
THE END OF EUROPE
Five recessions in nine years. A litany of debt debacles. Ossified institutions incapable of change. Rising populism. Refugee floods. Russians growling at the border. And that’s the good news. Despite a decade of crisis none of Europe’s problems have had their root causes addressed, and now time is simply up. Everything that makes modern, wealthy, cosmopolitan, democratic Europe possible is breaking apart, and the Europeans are about to lose far more than “merely” a decade. Discover what makes Europe tick, what is tearing it down, and most of all, what is next.
THE TRUMP DOCTRINE
Presidents come and go, but geography doesn’t change. Gain understanding of the world the incoming Trump administration is inheriting, and get a glimpse into how the new White House will grapple with crises imminent, opportunities golden and everything in between.
AMBER WAVES OF (AMERICAN) GRAIN: THE FUTURE OF GLOBAL AGRICULTURE
Modern agricultural patterns are the result of three largely unrelated factors: low-risk global trade, insatiable Asian demand, and unlimited cheap credit. Within the next five years, all three of these trends will not just evaporate, but invert. When that happens, the only thing that will hurt more than the gradual loss of demand will be the sudden collapse of supply. However, none of this impacts the American producer – it therefore will be the United States that will reap the benefits of its productivity and stability for decades to come.
LIFE AFTER FREE TRADE
Bretton Woods is the cornerstone of the modern system. The concept of countries being able to buy and sell their wares openly on the international marketplace is inviolable. The freedom to sail one’s products around the world is a given. Everything from the transfer of money to the accessibility of energy is sacrosanct. All this and more is artificial. All this and more is about to end. What replaces it will either be wondrous or damning. Your outcome depends upon where you live.
THE NEW FACE OF TERRORISM
The constellations of factors that allowed groups like al Qaeda to function are coming undone, ushering in an age in which transcontinental terrorism will cease to be an issue of significance. But that does not mean that the world will be terror-free. Hardly. It “simply” means that that the terrorism of tomorrow can be mapped.
THE NEW FACE OF IMMIGRATION
Give me your tired, your poor, your huddled masses yearning to breathe free… This has been the mantra that Americans have championed — and sometimes resisted — since the foundation of the Republic. The idea that America is where the poor can gain a new start. In the near future this sentiment will prove only half true. The next wave of migration will be the cream of the global labor pool.
SOUTHEAST ASIA RISES
The world of the future will feature reduced trade opportunities, more difficult access to energy and more challenging security concerns. But in one corner of the world exists a series of relationships that will stand the test of time. Southeast Asia will emerge as an echo of the free trade of times past, making it one of the very few parts of the world to survive more or less as we know it now, perhaps even with some surprises to the upside.
SEVEN(TEEN) YEARS OF LEAN: THE FUTURE OF GLOBAL FINANCE
In the decades since World War II, everything from computerization to securitization to the rise of the developing world has made the financial sector central to modern economic activity. But never forget that modern finance itself is an outgrowth of revenues generated by the global free trade order. Never forget that the past two decades have witnessed the richest and cheapest supplies of capital in history. A political decision made seven decades ago created the trade order. A fleeting demographic moment created the capital richness. Both have nearly run their course. Very soon we will bid finance as we know it goodbye, and the world will be much poorer for it. A few locations, however, will find the wreckage easier to struggle through than others. For those lucky few, the world will be their oyster.
THE SHALE REVOLUTION
The advent of the shale era is remaking the American energy complex. The combination of at-home investment and a lower need for Middle Eastern involvement frees up considerable American resources. The result will be a different sort of American economy, a different sort of American diplomacy, and a different role for the United States on the global stage.
WHAT EVERY FINANCIAL PROFESSIONAL SHOULD KNOW ABOUT GEOPOLITICS
Geopolitics is the study of how place impacts people — whether that impact be cultural, military, economic, political…or financial. Everything from how banks lend to how stocks are traded is heavily colored by where one lives, and understanding the unspoken — and often unacknowledged — rules of the game can prove critical to financial success. Zeihan explains how geography impacts the various regions differently, how this elevates some sectors while enervating others, and what sort of surprises — both good and bad — are about to burst onto the stage.
POWERS OF YESTERDAY, POWERS OF TOMORROW
Americans believe that their greatest days are behind them and that a series of new powers is rising up to displace them. On the contrary, America’s best days — militarily, economically, financially and culturally — are still ahead of them. In fact, many of the states that the Americans feel are up-and-comers — most notably China, Russia and India — are merely experiencing a historical moment in the sun courtesy of factors utterly beyond their control. Most of the powers of tomorrow are countries that the Americans either have very little knowledge of. The major powers of 2030 will not based in Beijing or Moscow, but in Jakarta, Buenos Aires, Warsaw, Istanbul and Mexico City.
The emergence of Brazil, Russia, India and China offered the possibility of remaking the global system. Well, it was fun while it lasted. Each BRIC country now faces their own custom-made nightmare, with only one of them likely even having a future as a country.