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今年的達(dá)沃斯論壇上,全球領(lǐng)導(dǎo)人將談?wù)撨@三大趨勢(shì)

今年的達(dá)沃斯論壇上,全球領(lǐng)導(dǎo)人將談?wù)撨@三大趨勢(shì)

Stephen Gandel 2017-01-17
今年的達(dá)沃斯論壇如期召開(kāi),由于多年來(lái)第一次與美國(guó)總統(tǒng)就職儀式重合,因此論壇的組織者決定讓與會(huì)者更直接地討論世界事件。

在思想領(lǐng)導(dǎo)力風(fēng)暴與雞尾酒會(huì)之前,寧?kù)o的達(dá)沃斯。

世界經(jīng)濟(jì)論壇可能很快將會(huì)迎來(lái)唐納德·特朗普的清晨推特風(fēng)暴。

這一有CEO、學(xué)術(shù)專(zhuān)家和世界領(lǐng)導(dǎo)人出席的年度盛會(huì)將在本周舉行,該會(huì)議的主題通常會(huì)受到世界事件的影響。許多與會(huì)者會(huì)乘坐私人飛機(jī)和直升機(jī)抵達(dá)達(dá)沃斯。世界經(jīng)濟(jì)論壇的初衷是在這個(gè)群山環(huán)繞、遠(yuǎn)離都市喧囂的瑞士偏遠(yuǎn)滑雪小鎮(zhèn),使領(lǐng)導(dǎo)者們能夠討論一些世界問(wèn)題的長(zhǎng)期解決方案。但結(jié)果往往事與愿違。

例如,去年,該年度大會(huì)的官方主題是討論技術(shù)變革,即自動(dòng)化,將如何改變?nèi)蚪?jīng)濟(jì),減少就業(yè)和加劇不公平。但實(shí)際上,對(duì)話(huà)的主題卻變成了金融市場(chǎng)和油價(jià)大幅下跌。在2015年年末和2016年年初,金融市場(chǎng)經(jīng)歷過(guò)一次小規(guī)模的危機(jī)。

而今年的達(dá)沃斯論壇或許是因?yàn)槎嗄陙?lái)第一次與美國(guó)總統(tǒng)就職儀式重合,因此世界經(jīng)濟(jì)論壇的組織者似乎決定更直接地討論世界事件。今年的主題是“領(lǐng)導(dǎo)力:應(yīng)勢(shì)而為,勇于擔(dān)當(dāng)”。此次論壇吸引了世界領(lǐng)導(dǎo)者和《財(cái)富》500強(qiáng)的高管。該論壇及其與會(huì)者似乎都傾向于支持全球化和自由貿(mào)易,因此可以預(yù)想,今年的主題不止會(huì)直接針對(duì)唐納德·特朗普,也包括奈杰爾·法拉奇和支持脫歐的其他英國(guó)領(lǐng)導(dǎo)人。會(huì)議的首批專(zhuān)題討論內(nèi)容,將涉及如何解決虛假新聞時(shí)代的全球問(wèn)題。一直以來(lái),達(dá)沃斯都因?yàn)榫奂艘恍┟撾x群眾的精英而遭到批評(píng)。但有評(píng)論員認(rèn)為,今年的論壇比以往更加相關(guān),因?yàn)槌鱿髸?huì)的自由主義者和全球化者,均必須面對(duì)他們正在遭遇失敗的現(xiàn)實(shí)。

世界經(jīng)濟(jì)論壇的組織者表示,他們?cè)谔乩势遮A得美國(guó)大選之前和英國(guó)公投支持脫歐之后,選擇了今年的主題。

達(dá)沃斯論壇將于周一晚上舉行開(kāi)幕儀式,并且在周五結(jié)束。其官方的專(zhuān)題討論與世界領(lǐng)導(dǎo)人演講,將在位于中心的會(huì)議中心進(jìn)行,這里也是活動(dòng)的中心。并非所有專(zhuān)題討論均對(duì)外開(kāi)放,既然達(dá)沃斯論壇被稱(chēng)為今年最精英的大會(huì)之一,因此論壇推出了等級(jí)徽章,代表與會(huì)者可以參加哪些活動(dòng)。除此之外,論壇還有許多僅對(duì)高管或國(guó)家領(lǐng)導(dǎo)人開(kāi)放的閉門(mén)會(huì)議,包括僅各國(guó)財(cái)政部長(zhǎng)出席的世界經(jīng)濟(jì)領(lǐng)袖非正式會(huì)議(IGWEL)。比爾·蓋茨等人將參加另外一個(gè)關(guān)于國(guó)際貨幣基金組織(International Monetary Fund)的閉門(mén)會(huì)議。

今年達(dá)沃斯論壇的與會(huì)者包括美國(guó)副總統(tǒng)喬·拜登和國(guó)務(wù)卿約翰·克里。習(xí)近平將在周二上午發(fā)表演講——這是首次有中國(guó)現(xiàn)任國(guó)家主席出席該活動(dòng)。其他與會(huì)的高管包括Facebook的謝麗爾·桑德伯格、通用汽車(chē)(GM)的CEO瑪麗·巴拉和摩根大通(J.P. Morgan Chase)的CEO杰米·戴蒙。此外,達(dá)沃斯通常也不乏各界名人。今年,演員馬特·達(dá)蒙和福里斯特·惠特克,以及歌手夏奇拉都會(huì)出席。

不過(guò),白天將有大量活動(dòng)在會(huì)議中心外進(jìn)行,晚上在度假村周邊的酒店會(huì)舉辦沙龍。

會(huì)議期間,與會(huì)者很有可能討論下面三個(gè)話(huà)題。

唐納德·特朗普

唐納德·特朗普陣營(yíng)與世界經(jīng)濟(jì)論壇組織者之間似乎天生只能是冷淡的關(guān)系。而會(huì)議組織者選擇了負(fù)責(zé)任領(lǐng)導(dǎo)力作為主題,可能讓雙方的關(guān)系進(jìn)一步惡化,將使特朗普遭到更多的批評(píng)。2009年,奧巴馬上任第一年,達(dá)沃斯論壇的主題是“塑造危機(jī)后的世界”。特朗普新政府將只有一位成員出席大會(huì):最近成為美國(guó)當(dāng)選總統(tǒng)高級(jí)顧問(wèn)的對(duì)沖基金經(jīng)理安東尼·斯卡拉穆奇,他將在周二下午發(fā)表演講。世界經(jīng)濟(jì)論壇組織者表示,在美國(guó)新舊政府交替時(shí)期,參加達(dá)沃斯的美國(guó)政界代表人數(shù)通常較少。

而這并不能阻止論壇討論特朗普或正在變化的政治局勢(shì)。周二下午,顧問(wèn)伊恩·布雷默和保險(xiǎn)公司威達(dá)信集團(tuán)(Marsh & McLennan)CEO丹尼爾·格拉瑟,將參加主題為“政治風(fēng)險(xiǎn)時(shí)代的領(lǐng)導(dǎo)力”的專(zhuān)題討論。周三的專(zhuān)題討論“美國(guó)社會(huì)的巨大鴻溝”,嘉賓包括勞拉·德安德里亞·泰森(前比爾克林頓國(guó)家經(jīng)濟(jì)委員會(huì)(National Economic Council)負(fù)責(zé)人),主持人為《時(shí)代》雜志的邁克爾·達(dá)菲。

金融市場(chǎng)

今年,有關(guān)金融市場(chǎng)的討論將讓位于其他問(wèn)題,因?yàn)槎鄶?shù)全球領(lǐng)導(dǎo)者均不認(rèn)為金融市場(chǎng)是明年的主要風(fēng)險(xiǎn)或威脅。但畢竟這是世界經(jīng)濟(jì)論壇,因此金融問(wèn)題還是會(huì)得到一定關(guān)注,尤其是在特朗普政府執(zhí)政期間的監(jiān)管變化,以及在英國(guó)脫歐之后銀行是否會(huì)也計(jì)劃撤離倫敦等議題。關(guān)注度最高的專(zhuān)題討論將在周四上午進(jìn)行,嘉賓包括美國(guó)銀行(Bank of America)CEO布萊恩·莫伊尼漢、摩根大通資產(chǎn)管理負(fù)責(zé)人及《財(cái)富》最具影響力的商界女性瑪麗·歐朵思,以及英國(guó)渣打銀行(Standard Chartered)CEO比爾·溫特斯。另外會(huì)有一些有關(guān)能源市場(chǎng)的專(zhuān)題討論,包括周四下午(瑞士時(shí)間)召開(kāi)的討論會(huì),將會(huì)有沙特阿拉伯能源部長(zhǎng)哈立德·埃爾·法利赫出席。

自動(dòng)化

與去年的達(dá)沃斯論壇一樣,自動(dòng)化技術(shù)以及人工智能將取代更多工人的議題,將再次引發(fā)熱議。周二下午,微軟(Microsoft)的薩蒂亞·納德拉和IBM的羅瑞蘭,將參加有關(guān)人工智能商業(yè)機(jī)會(huì)的專(zhuān)題討論。《財(cái)富》雜志的艾倫·穆雷將主持一場(chǎng)有關(guān)自動(dòng)駕駛汽車(chē)和卡車(chē)如何改變生產(chǎn)力與汽車(chē)擁有概念的專(zhuān)題討論。

譯者:劉進(jìn)龍/汪皓

Davos enjoys the calm before a storm of Thought Leadership and cocktail parties.

The World Economic Forum might soon be receiving an early morning tweetstorm from Donald Trump.

Often the theme of the annual gathering of CEOs, top academics, and world leaders—many of whom have traveled by private jet and then helicopter to Davos—which takes place this week, is overtaken by world events. The idea is that the peaks of the mountains that surround this remote Swiss ski town can keep such noise out, allowing leaders to come and discuss long-term solutions to the world's problems. But it never seems to work that way.

Last year, for instance, participants of the annual confab were officially gathered to explore how technological change—namely automation—will alter the global economy, eliminate jobs, and increase inequality. But financial markets, which were going through a mini-crisis in late 2015 and early 2016, as well as a massive oil price drop, dominated much of the conversation.

This year, though, WEF organizers – perhaps because for the first time in years the conference overlaps the U.S. inauguration – seemingly decided to take on world events more directly. The official theme of the forum, which draws world leaders and top Fortune 500 executives, is "responsive and responsible leadership." From a crowd and a conference that seems to lean heavily toward supporting globalism and free trade, one could see this year's theme as taking direct aim at not only Donald Trump, but also Nigel Farage and other British leaders who backed Brexit. One of first panels of the conference is how to tackle world problems in an era of fake news. Davos has long attracted criticism for being a gathering of an out-of-touch elite. But this year some commentators say the conference could actually be more relevant than usual, because the liberalists and globalizers who attend have to face up to the reality that they're losing the battle.

WEF organizers say the picked the theme well before Trump won the U.S. election, but after British voters backed Brexit.

The Davos conference kicks off with opening ceremonies on Monday night and concludes on Friday. Its official schedule of panel discussions and addresses from world leaders takes place in a centrally-located Congress Centre that is its hub. Not all the panel discussions are open to everyone and, befitting one of the year's most elite conferences, there is a hierarchy of badges that determines who can attend what. On top of that there are a number of closed-door sessions that are only open to top executives or heads of state, including one called IGWEL, which is only attended by finance ministers from various countries. Bill Gates and others will attend another closed-door meeting on the International Monetary Fund.

Attending this year are Vice-President Joe Biden and Secretary of State John Kerry. Xi Jinping will be addressing attendees on Tuesday morning – the first time that a serving president of China has visited. Among the top executives who are attending the conference are Facebook's Sheryl Sandberg, GM's CEO Mary Barra, and J.P. Morgan Chase's CEO Jamie Dimon. Davos also typically draws its fair share of celebrities. This year, actors Matt Damon and Forest Whitaker will be attending, along with singer Shakira.

But a good deal of the of the action takes place outside the conference center throughout the day and into the night in salons in hotels around the resort.

Here are three topics that attendees are likely to be discussing and buzzing about, both in and around the conference.

Donald Trump

The relationship between Donald Trump's camp and WEF organizers seems set up to be naturally chilly. But the fact that conference organizers picked responsible leadership will probably cook things further, and set Trump up for more criticism. In 2009, Obama's first year in office the theme of the event was "Shaping the Post-Crisis World." Only one member of Trump's new administration is attending the conference: hedge fund manager Anthony Scaramucci, who recently took a job as a top advisor to the President-elect, is due to talk Tuesday afternoon. WEF organizers say it's typical to get a smaller delegation of U.S. politicians when there is an incoming administration.

That doesn't stop the forum talking about Trump or the changing political landscape. On Tuesday afternoon, consultant Ian Bremmer and Daniel Glaser, CEO of insurance company Marsh & McLennan, will headline a panel titled, "Leadership in the Age of Political Risk." A panel on Wednesday titled "The Great American Divide," will feature Laura D'Andrea Tyson (formerly the head of Bill Clinton's National Economic Council) and be moderated by Time's Michael Duffy.

Financial Markets

Discussions about finance are somewhat taking a back seat this year to other issues, given that most global leaders don't see markets being a major risk or topic of concern in the next year. Nonetheless, this is the World Economic Forum after all, so finance issues will get some attention, especially on how regulations are likely to change during a Trump administration, and whether banks are planing to do their own exit from London following Brexit. The highest-wattage panel will take place on Thursday morning and features Bank of America's CEO Brian Moynihan and JPMorgan's head of asset management as well as Fortune Most Powerful Woman Mary Erdoes and Bill Winters, CEO of U.K. bank Standard Chartered. There will a number of panel discussions focusing on energy markets, including one on Thursday afternoon (Swiss time) featuring Saudi energy minister Khalid al-Falih.

Automation

Automation, and the idea that artificial intelligence will replace ever more workers, will again figure prominently, as it did at last year's Davos. On Tuesday afternoon, Microsoft's Satya Nadella and IBM's Ginni Rometty will be on a panel about AI business opportunities. Fortune's Alan Murray will moderate a panel discussion on how driverless cars and trucks will change productivity and the notion of ownership.

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