Geopolitics in the Boardroom: Rethinking Strategy in Uncertainty | Euronext Webinar

Geopolitics is no longer one more risk on the register: it has become the environment in which every board decision is taken. In this Euronext Sustainability Week session moderated by Camille Leca, Group Head of ESG & Sustainable Finance at Euronext, four board and credit experts explore how boards can rethink strategy in an age of weaponised economies. Recorded on September 17 2026. Speakers: ▪ Paolo Amato, board member at Fincantieri, Prysmian Group and Telepass; Chairman of Eolo and Construction Holding ▪ Daniela Weber-Rey, non-executive director and corporate governance expert ▪ Caroline Ruellan, President, Cercle des administrateurs; Founder and CEO, SONJ Conseil ▪ Laura Pérez Martínez, Chief Credit Officer EMEA, Moody’s Ratings Moderator: ▪ Camille Leca, Group Head of ESG & Sustainable Finance, Euronext Chapters 00:00 Introduction and panellists 02:35 The weaponisation of economies 06:22 The credit view: three transmission channels 12:06 Is geopolitical risk now structural? 14:26 Dependency is vulnerability: the view from Germany 16:49 Do boards think differently now? 18:24 Margins vs resilience across industries 20:58 Geopolitical opportunities 23:37 When dependency becomes a strategic board issue 25:28 Three questions to ask management 26:32 Technology and AI between geopolitics and governance 28:08 Board composition, sovereignty and state representatives 31:39 Economic security on the board's agenda 32:50 When cyber risk becomes a credit event 36:54 Mapping vulnerabilities: resilience over performance 38:13 How geopolitics changes investment decisions 40:40 Private equity and geopolitical due diligence 43:57 Caught between business and political interests 45:17 Price adjustment clauses and market exits 48:52 Liquidity buffers: the credit view 53:44 Can board governance keep pace? Crisis protocols 55:30 Faster decisions: committees and information 59:30 What Euronext observes across listed boards 1:00:22 Governance at speed: the five Cs 1:05:46 What a risk committee needs from management 1:08:30 AI for board members and closing remarks Admincontrol, a Euronext company, helps boards prepare meetings, share board papers securely and keep a clear record of every decision. More than 7,500 boards rely on it. 🔗 Discover Admincontrol: https://www.corporatesolutions.euronext.com/products/board-portal 🔗 Euronext Corporate Solutions: https://corporatesolutions.euronext.com #Geopolitics #CorporateGovernance #Boardroom #Resilience #SustainableFinance #Euronext