McGill lecture october 2012

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McGill lecture october 2012

  1. 1. THE HANSEATICLEAGUE WITHTWITTER &CREATING VALUEFROM GREEKGEOGRAPHYMcGill GLOBAL COMMERCELECTUREOctober 31, 2012JIM DE WILDEwww.jimdewilde.net @jimdewilde
  2. 2. HANSEATIC LEAGUE (CHARTER CITIES?)
  3. 3. EASTERN MEDITERRANEAN IN THE18TH CENTURY
  4. 4. STRING OF PEARLSHTTP://HGWORLD.BLOGSPOT.CA/2009/01/STRING-OF-CHINESE-PEARLS.HTML
  5. 5. GREECE RESTRUCTURING – THEPORT OF PIREAUS http://www.nytimes.com/2012/10/11/business/global/chinese- company-sets-new-rhythm-in-port-of- piraeus.html?pagewanted=all&_r=0 Kemal Dervis http://www.ft.com/intl/cms/s/0/466688d2-a8c2-11e0- b877-00144feabdc0.html#axzz2AVi5LQtc
  6. 6. THE REMAKING OF THE WORLDECONOMY Raghuram Rajan http://blogs.chicagobooth.edu/faultlines BURSA MALAYSIA http://www.bursamalaysia.com/market/ Does Catalonia need Spain http://ecfr.eu/content/profile/C19/ Qatar restructures European banking http://www.nytimes.com/2011/09/15/world/middleeast/qatar- shows-faith-in-europe.html Indonesia as destination for private equity http://online.wsj.com/article/SB1000142405297020427630457726 1803114708294.htm
  7. 7. GLOBAL GEOPOLITICS Future Atlas and Political Geography MALI IS MORE IMPORTANT THAN YOU THINK China’s foreign policy dilemma THE COAST IS NOT LIKE THE INTERIOR U.S. foreign policy dilemma THE COAST IS NOT LIKE THE INTERIOR Malaysia, Brazil and Turkey CIVETs and BRICs India looks north, India looks east, India looks west a DUBAI- oriented strategy or a SINGAPORE-oriented strategy THE HANSEATIC LEAGUE WITH GOOGLE (Hargeisa, Benghazi) FINLAND PLANS A CURRENCY (From Bruges to Athens)
  8. 8. THE REINVENTION OF GLOBALCAPITAL MARKETS: SWF AND VALUECREATION GREEK PORTS SPANISH POLITICAL RESTRUCTURING CHINESE VENTURE CAPITAL INVESTS OVERSEAS FRUGAL INNOVATION REDEFINES INDIA STARTUP CHILE TIMBUKTU CHRONICLES INDONESIAN VENTURE CAPITAL WAMDA ANGOLAN SOVEREIGN WEALTH FUNDS
  9. 9. LINKING ENTREPRENEURS TO NEWSOURCES OF CAPITAL Venture capital as the new value creation What went wrong – how did the quants take control of capital markets? Linking global innovation (is there a global innovation hub that is virtual) How much growth can come from closes Tunisian Yahoo, Zambian Amazon.
  10. 10. WHAT DOES VALUE CREATION LOOKLIKE FROM DALIAN? Can we build a port ? http://www.bloomberg.com/news/2012-05-21/china-s-wanda- group-to-buy-amc-cinema-chain-for-2-6-billion.html http://www.businessweek.com/articles/2012-05-17/chinas-next- export-venture-capital For more on INNOSPRING, see http://www.innospring.net/ For more on WESTSUMMIT CAOITAL, see http://www.westsummitcap.com/.
  11. 11. WHAT DOES VALUE CREATION LOOKLIKE FROM HARGEISA? http://somalilandpress.com/vc4africa-extends-tech-support-to- somaliland-24493 http://vc4africa.biz/blog/2012/09/27/top-40-startups-selected-for- demo-africa-2012/ http://timbuktuchronicles.blogspot.ca/2012/05/maker-movement- starts-to-attract.html
  12. 12. WHAT DOES VALUE CREATION LOOKLIKE FROM OULU http://www.arcticstartup.com/2012/05/17/oulu-selects-butterfly- ventures-for-new-e35-m-early-stage-startup-fund http://www.ft.com/intl/cms/s/0/14cbb94e-1ebb-11e2-b906- 00144feabdc0.html#axzz2AVi5LQtc
  13. 13. REINVENTING GLOBAL MARKETS SWFs key to longterm investment All resource revenues should go to best practice SWFs How does China invest in new value creation? Does Digital Arabia become a new asset class? M-commerce makes Africa a rapid growth zone Global mobility redefines competitive advantage Connectedness becomes a competitive advantage (Montreal? Toronto? Vancouver? Waterloo? Saskatoon?) Arable land and agricultural productivity change the geopolitics of the world
  14. 14. GEOPOLITICAL TRENDS - BENGHAZIAS DIGITAL DUBROVNIK Every time a river is dammed, value is shifted Commercializing knowledge and designing new organizations Ignore colonial borders, it is about cities and social capital from national groups (think DUBAI, think KOCHI, think SHENZHEN, think PENANG, and of course SINGAPORE, HONG KONG) Understand the financing of infrastructure (“We are still paying for the Suez Canal”?)
  15. 15. NEW VALUE CREATION AND POST-INFORMATION AGE CAPITALISM Value is created by entrepreneurs Cloned venture capital (Tunisian online commerce) Arable land and capital formation SWFs and new economic actors Venture capital (Chinese SWFs and the new capitalism)

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