Geo-politics and Implications of Middle East Conflict
Shifting Geopolitical Centers of Gravity
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06-Mar-2026
Join us for a timely YPO Live session on Geopolitics and Implications of Middle East conflict.
We’ll be joined by Neeraj Seth, Founder and CIO of 3R Investment Management. He was former BlackRock Asia CIO, and has spent decades managing capital across Asian public and private credit markets. He brings deep experience in navigating how geopolitical shocks transmit through credit, rates, FX, and broader risk assets and will share a clear, practical investor lens on what matters now
We will explore:
* Energy scenarios (oil, gas, and energy equities)
* Inflation, rates, and global liquidity conditions
* Safe-haven flows (gold, Treasuries, reserve currencies)
* Regional equity and currency risks across Europe, Asia, and EM
* How institutional capital is likely to respond
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