Marc Gustafson

Drawing on more than two decades in US national security and intelligence – including 15 years at the CIA and senior roles under Presidents Obama, Trump, and Biden – Marc Gustafson offers a rare, insider’s view of how geopolitical decisions are actually made at the highest levels of government, and what they mean for business. In this session, Marc connects the conversations that happen in the White House Situation Room to the choices your leadership team is making about investment, operations, and risk.

Focusing on the next three to five years, Marc will explore how intensifying US–China competition, regional conflicts, and shifting security priorities will shape the landscape for global companies. He will translate complex geopolitical dynamics into clear, practical implications for issues such as data center expansion, critical supply chains, cross-border capital flows, and corporate resilience.

By the end of the session, your executives will come away with a more realistic framework for understanding geopolitical risk, sharper questions to ask as they plan for growth, and concrete ideas for strengthening strategic decision-making in an increasingly uncertain world.