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HOUSE OF CAPITAL

MONEY MACHINES MARKETS
Full Programme Agenda — Days 1–3

DAY 1 - THE SYSTEM RESET

10:40–11:30
GRAND PLENARY
MONEY, MACHINES & POWER
Why It Matters: Can India realistically emerge as Asia's next financial capital and challenge established global hubs?

Core Idea

The global financial system is entering a new era where capital, AI and regulation are redefining markets and economic power.

You’ll Explore

  • AI & Capital Markets
  • Digital Money
  • Financial Regulation
  • Geopolitical Risk
  • Banking Transformation

You’ll Leave With

A clear understanding of the forces shaping the future of global finance.

Ajay-Sharma
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11:45–12:45
OXFORD DEBATE
THE WALL STREET TRIAL
Why It Matters: Can India realistically emerge as Asia's next financial capital and challenge established global hubs?

Core Idea

India is on a path to becoming a global economic powerhouse — but can it establish itself as Asia’s next financial capital? This debate explores whether India’s financial ecosystem is ready to compete with the world’s leading financial centres.

You’ll Explore

  • India’s Financial Ambitions
  • GIFT City & Financial Infrastructure
  • Capital Markets & Investment
  • Regulatory Competitiveness
  • Global Financial Leadership

You’ll Leave With

A deeper understanding of India’s potential to become a global financial hub and the strategic priorities that will shape its journey.

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12:45–13:00
AUDIENCE SESSION
THE VERDICT
Why It Matters: Delegates decide whether India's financial ambitions are achievable.

Core Idea

Following the debate, delegates cast a live vote on the motion — putting the room’s judgement on record before the summit moves on.

You’ll Leave With

A real-time read on where the room stands, setting up the themes explored across the rest of the summit.

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14:00–14:45
LEADERSHIP FORUM
BANKS VS BALANCE SHEETS
Why It Matters: Why CFOs and corporate treasuries are becoming powerful financial institutions.

Core Idea

The most influential financial institutions of the future may not be banks — they may be global corporations. As CFOs become strategic capital allocators, corporate treasuries are redefining the future of industry.

You’ll Explore

  • The Rise of Corporate Capital
  • Treasury as a Profit Centre
  • AI-Powered Financial Planning
  • Liquidity & Risk Strategy
  • The Future Role of the CFO

You’ll Leave With

Insights into how leading organisations are reinventing treasury and finance to drive long-term value creation.

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14:45–15:45
WAR ROOM SIMULATION
THE BORDERLESS MARKET
Why It Matters: A live simulation showing how global shocks move across markets and economies.

Core Idea

Experience the speed and complexity of today’s global financial system as markets react to geopolitical conflict, policy shifts, cyber threats and economic shocks. In this live simulation, every decision has consequences — and every minute counts.

You’ll Explore

  • Global Market Interdependence
  • Financial Crisis Scenarios
  • Capital & Currency Movements
  • Systemic Risk Management
  • Strategic Decision-Making Under Pressure

You’ll Leave With

Practical insights into navigating uncertainty, managing systemic risk and leading with confidence in a rapidly changing global financial landscape.

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15:45–16:00
AUDIENCE CHALLENGE
SURVIVE THE CRISIS
Why It Matters: Participants navigate a rapidly evolving financial crisis scenario.

Core Idea

You’re in the middle of a financial crisis. Markets are in turmoil, investor confidence is falling and every decision could shape the outcome. Can you protect capital, manage risk and steer your organisation through uncertainty?

You’ll Explore

  • Crisis Simulation
  • Capital Preservation
  • Systemic Risk
  • Strategic Decision-Making
  • Market Resilience

You’ll Leave With

First-hand experience of navigating financial uncertainty and the strategic thinking required to lead through crisis.

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16:15–17:00
CHAIRMAN'S COUNCIL
THE DECADE AHEAD
Why It Matters: Leaders discuss what the future architecture of finance will look like.

Core Idea

What will the financial system of 2035 look like? From AI-native institutions and digital currencies to new models of capital and global cooperation, this leadership dialogue explores the decisions that will shape the next era of finance.

You’ll Explore

  • Financial System 2035
  • AI-Native Institutions
  • Digital Assets & Money
  • Global Economic Power
  • Leadership for the Future

You’ll Leave With

An executive blueprint for understanding the opportunities, risks and transformations that will define the next decade of global finance.

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DAY 2 - THE NEW OWNERS OF WEALTH

10:00–10:20
OPENING KEYNOTE
THE GREAT WEALTH TRANSFER
Why It Matters: The largest transfer of wealth in modern history is already underway.

Core Idea

The world’s largest transfer of wealth has already begun. From family offices and institutional capital to digital assets and next-generation investors, this keynote examines how changing demographics, technology and economic power are redefining who owns the future.

Discussion Themes

  • Wealth Transfer
  • Family Offices & Private Capital
  • Digital & Alternative Assets
  • Demographic Shifts
  • Future Investment Trends

You’ll Leave With

An executive understanding of how the next wave of wealth creation will reshape investment, business and global economic leadership.

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10:20–11:30
GRAND PLENARY
THE $500 TRILLION RESET
Why It Matters: Global assets are being repriced as economies, demographics and technology evolve.

Core Idea

A new era of capital is unfolding. From traditional markets to digital assets, infrastructure and AI-driven industries, the world’s wealth is being repriced and redistributed. This plenary explores the global forces reshaping investment, ownership and economic power.

Discussion Themes

  • Capital Reallocation
  • New Asset Classes
  • Demographics & Wealth
  • Technology-Led Growth
  • Geopolitics & Markets

You’ll Leave With

An executive perspective on where the next wave of global value creation and investment opportunities will emerge.

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11:45–12:30
BOARDROOM DISCUSSION
THE NEW KINGS OF CAPITAL
Why It Matters: The rise of sovereign funds, private credit and alternative capital pools.

Core Idea

A new generation of capital providers is reshaping the global investment landscape. As private markets expand and sovereign investors deploy unprecedented levels of capital, this boardroom discussion examines who is financing the future — and what it means for business, innovation and economic influence.

Discussion Themes

  • Sovereign Wealth & Strategic Capital
  • Private Credit & Direct Lending
  • Family Offices & Long-Term Capital
  • Infrastructure & Alternative Assets
  • Capital in a Multipolar World

You’ll Leave With

An executive perspective on the emerging institutions, investment models and capital strategies defining the next decade.

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12:30–13:00
POWER PANEL
THE INFRASTRUCTURE GOLD RUSH
Why It Matters: Infrastructure is emerging as one of the world's most attractive investment themes.

Core Idea

The race to build the future is driving one of the largest investment cycles in history. From AI-ready data centres and renewable energy to mobility networks and resilient infrastructure, this session explores where capital is flowing — and why infrastructure has become the new engine of global growth.

Discussion Themes

  • Future Infrastructure
  • AI & Data Centres
  • Energy Transition
  • Mobility & Urban Development
  • Infrastructure Capital

You’ll Leave With

A forward-looking perspective on the investment opportunities and infrastructure trends defining the next decade.

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14:00–15:00
OXFORD DEBATE
IS PUBLIC MARKET INVESTING DEAD?
Why It Matters: Private markets are capturing increasing amounts of global capital.

Debate Motion

“This House Believes Private Markets Have Become the Primary Engine of Wealth Creation.”

Core Idea

Private equity, venture capital, private credit and alternative investments are attracting record levels of capital, while companies are staying private for longer than ever before. This Oxford-style debate examines whether public markets are losing their dominance — or whether they remain the foundation of global wealth creation.

Discussion Themes

  • Public vs Private Markets
  • Private Equity & Venture Capital
  • Alternative Investments
  • Liquidity vs Long-Term Value
  • The Future of Investing

You’ll Leave With

A balanced perspective on the evolving investment landscape and the role public and private markets will play in shaping the next generation of wealth.

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15:00–15:30
FIRESIDE CHAT
THE NEXT TRILLION-DOLLAR ASSET CLASS
Why It Matters: Identifying where the next major wave of value creation will emerge.

Core Idea

What will become the world’s next trillion-dollar asset class? From AI infrastructure and climate technologies to space, longevity and tokenised real-world assets, this fireside conversation explores where visionary investors see the next generation of value creation — and why today’s emerging themes could become tomorrow’s defining markets.

Discussion Themes

  • AI Infrastructure
  • Climate & Energy Transition
  • Tokenised Assets
  • Space & Frontier Technologies
  • The Future of Capital

You’ll Leave With

An investor’s roadmap to the trends, industries and asset classes poised to shape the next decade of global wealth creation.

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15:30–16:00
INVESTMENT COMMITTEE LIVE
THE $10 BILLION INVESTMENT COMMITTEE
Why It Matters: Global investors allocate capital live and defend their decisions.

Core Idea

What does it take to allocate billions of dollars in an uncertain world? This exclusive session recreates a live investment committee meeting where global investors evaluate opportunities, debate risks and decide where to deploy a hypothetical $10 billion portfolio.

Discussion Themes

  • Capital Allocation
  • Global Investment Strategy
  • Risk vs Reward
  • Emerging Asset Classes
  • Long-Term Value Creation

You’ll Leave With

An insider’s perspective on how the world’s leading investors evaluate opportunities, manage uncertainty and build resilient portfolios.

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16:15–17:00
CHAIRMAN'S COUNCIL
WHO WILL OWN THE NEXT ECONOMY?
Why It Matters: The future winners of wealth creation and capital formation.

Core Idea

The next economy is already taking shape. AI, private capital, demographic change and technological innovation are redefining how wealth is created, who controls it and where it will flow. This Chairman’s Council brings together influential leaders to examine the emerging winners of the next global economic era.

Discussion Themes

  • Wealth Creation in the AI Era
  • Capital & Innovation
  • Future Industries
  • Global Economic Leadership
  • Long-Term Value Creation

You’ll Leave With

An executive blueprint for understanding the trends, investments and leadership priorities that will define the next decade of economic growth.

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DAY 3 - THE FUTURE OF ECONOMIC POWER

10:00–10:20
GLOBAL KEYNOTE
THE NEW ECONOMIC SUPERPOWERS
Why It Matters: Identifying the nations and regions shaping the next global order.

Tagline

  • The Race to Shape the Next Century

Core Idea

For the last century, global economic power has been defined by established financial centres and industrial giants. But a new race is underway. Countries investing in technology, innovation, energy, infrastructure and human capital are emerging as the architects of the next global economy. This keynote examines the rise of new economic powers and the forces reshaping the balance of global influence.

Key Questions

  • Which nations will lead the next economic cycle?

Will technology become the new source of geopolitical power?

  • How will emerging markets redefine global growth?

Where will the next wave of investment opportunities emerge?

You’ll Leave With

A strategic understanding of the geopolitical and economic shifts redefining global markets and creating the opportunities of tomorrow.

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10:20–11:30
GRAND PLENARY
THE RACE FOR ECONOMIC DOMINANCE
Why It Matters: The battle for leadership in capital, technology and growth.

Core Idea

As capital, technology and talent become the new currencies of geopolitical power, nations and blocs are competing not just for GDP growth but for control over the industries that will define the next century. This plenary examines the battle lines being drawn across AI, energy, finance and trade.

Discussion Themes

  • Geoeconomics & National Strategy
  • Technology as Power
  • Trade Blocs & Alliances
  • The Race for AI Leadership
  • Capital as a Strategic Weapon

You’ll Leave With

A clear-eyed view of how economic dominance is being contested — and which nations, alliances and industries are positioned to lead.

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11:45–12:30
STRATEGIC FORUM
THE MULTIPOLAR MONEY ORDER
Why It Matters: For eighty years, one currency has anchored global trade and reserves. That era is ending - and the currencies that fill the vacuum will reshape capital flows, trade routes and financial power for decades.

Core Idea

The world is moving from a single-currency order to a multipolar one. As the dollar’s dominance is tested by new trade corridors, digital currencies and regional settlement systems, the rupee, yuan, euro and others are each claiming a larger share of global finance. This session examines what a multipolar monetary system actually looks like — and what it means for capital, trade and financial power in the decade ahead.

Discussion Themes

  • The End of Single-Currency Dominance
  • Regional Currencies on the Rise
  • CBDCs & Digital Settlement Systems
  • Trade Corridors Beyond the Dollar
  • Capital Flows in a Multipolar World

You’ll Leave With

A clear-eyed view of how global currency power is shifting – and which currencies, corridors and institutions stand to gain as the monetary order becomes multipolar.

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12:30–13:00
FIRESIDE CHAT
THE CEO WHO BUILT A NATION-SCALE BUSINESS
Why It Matters: Leadership lessons from one of the world's great builders.

Core Idea

Some businesses grow so large they become economic institutions in their own right – shaping employment, infrastructure and national competitiveness. This fireside conversation sits down with a leader who built an enterprise of that scale to unpack how it happened, and what it took.

Discussion Themes

  • Building at National Scale
  • Leadership Through Volatility
  • Capital Discipline & Long-Term Vision
  • Talent & Culture at Scale
  • Lessons for the Next Generation of Builders

You’ll Leave With

Firsthand lessons from a leader who built a business with the scale and impact of a national institution.

Note: speaker to be confirmed – content drafted generically and should be tailored once named.

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13:00–14:00
LEADERSHIP LUNCH
LEADERSHIP LUNCH
Why It Matters: Private networking among decision-makers and investors.

Core Idea

Some businesses grow so large they become economic institutions in their own right – shaping employment, infrastructure and national competitiveness. This fireside conversation sits down with a leader who built an enterprise of that scale to unpack how it happened, and what it took.

Discussion Themes

  • Building at National Scale
  • Leadership Through Volatility
  • Capital Discipline & Long-Term Vision
  • Talent & Culture at Scale
  • Lessons for the Next Generation of Builders

You’ll Leave With

Firsthand lessons from a leader who built a business with the scale and impact of a national institution.

Note: speaker to be confirmed – content drafted generically and should be tailored once named.

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14:00–14:50
PANEL DISCUSSION
GOVERNMENT & REGULATORY INSTITUTIONS: GOVERNING THE FUTURE OF FINANCE
Why It Matters: Compliance, digital regulation, financial trust.

Core Idea

As AI, digital assets and cross-border capital flows outpace existing frameworks, regulators face the challenge of protecting stability and trust without stifling innovation. This panel brings together policymakers and industry leaders to examine how governance must evolve.

Discussion Themes

  • Digital Asset Regulation
  • AI Governance in Finance
  • Cross-Border Regulatory Coordination
  • Balancing Innovation & Stability
  • Building Institutional Trust

You’ll Leave With

A grounded understanding of how regulatory frameworks are evolving to keep pace with a faster, more digital financial system.

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14:50–15:00
TRANSITION SESSION
CLOSING NOTE
Why It Matters: Closing introductions and summit reflections.

Core Idea

A short bridging moment to reflect on the themes of the summit so far and set up the final debate and closing council.

You’ll Leave With

A moment to reset before the summit’s closing sessions.

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15:00–16:00
OXFORD DEBATE
CAN INDIA BECOME A $20 TRILLION ECONOMY?
Why It Matters: Examining India's path to becoming a global economic powerhouse.

Debate Motion

“This House Believes India Will Become a $20 Trillion Economy Within a Generation.”

Core Idea

India’s economic trajectory has captured global attention, but the leap from its current scale to a $20 trillion economy raises fundamental questions about infrastructure, reform, demographics and global positioning. This debate puts India’s growth story to the test.

Discussion Themes

  • India’s Growth Trajectory
  • Structural Reform & Infrastructure
  • Demographic Dividend
  • Global Trade Positioning
  • Risks to the Growth Story

You’ll Leave With

A rigorous, two-sided view of India’s path to economic superpower status — and what could accelerate or derail it.

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16:00–16:30
CLOSING COUNCIL
POWER SHIFT 2040 / INDIA'S FINANCIAL FUTURE BLUEPRINT
Why It Matters: Mapping the future geopolitical and economic order.

Core Idea

As the summit closes, this council looks to 2040 — mapping how economic power, capital and influence will be redistributed globally, and what India’s blueprint for financial leadership could look like in that future.

Discussion Themes

  • Global Power Shift 2040
  • India’s Financial Future Blueprint
  • Capital, Technology & Sovereignty
  • Building for the Next Generation
  • Leadership Priorities for the Decade Ahead

You’ll Leave With

A closing perspective that ties together the summit’s themes into a forward-looking blueprint for the next era of global and Indian economic leadership.

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