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Global Conference 2026

Lunch Program | The Productivity Shock: Is AI Rewriting the Global Growth Model?

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After more than a decade of sluggish growth in productivity across advanced economies, AI is now positioned as a potential inflection point for global output, capital formation, and long-term economic expansion. Yet it remains to be seen whether AI will deliver sustained productivity gains or simply reallocate value within existing systems. Experts in this session will examine whether AI represents a true structural growth catalyst capable of reshaping GDP trajectories, inflation dynamics, labor and capital balance, and sovereign competitiveness, or are expectations are outrunning measurable economic impact? The discussion will propose how AI might alter the global growth model, widen or tighten cross-country divergence, influence capital investment cycles, redefine the productivity frontier, and build a modern workforce for the next decade. 

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    Moderator

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    David Steinberg

    Co-founder, Chairman, and CEO, Zeta Global

    Speakers

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    Lara Abrash

    Chair, Deloitte
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    Vlad Barbalat

    President, Global Risk and Capital Solutions and Chief Investment Officer, Liberty Mutual Group
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    Nico Caprez

    Vice President, Global AI Infrastructure Growth, NVIDIA
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    Marcelo Claure

    Partner and Co-Chair, Brightstar Capital Partners
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    Ali Dibadj

    CEO, Janus Henderson Investors
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    Rob Heyvaert

    Founder and Managing Partner, Motive Partners