Presentation to the investment community at London Business School exploring key trends, developments and ideas shaping and disrupting the business landscape and the resulting investment opportunities that could emerge and the implications for investors. The talk covers: - The evolution of technologies in business and the workplace - How advances such as artificial intelligence, robotics, 3D / 4D printing, smart materials, immersive technologies and the multi-sensory internet could disrupt key business sectors - Science and technology developments that could enhance the brain , body and human wellbeing and transform healthcare - New business models that will change the way we finance assets and infrastructure, fund innovation and charge for goods and services - How to spot and align with disruptive developments and decide when to invest.

1. Drivers of Future Disruption and the Emerging
Investment Opportunities
Rohit Talwar - CEO – Fast Future Research
London Business School Enterprise 100
London – July 3rd 2014
rohit@fastfuture.com www.fastfuture.com

2. Contents
• Presentation p. 4
• About Fast Future p. 42
• Image Sources p. 56

3. What we do
 Foresight Research
Helping you explore and understand the roadmap of economic,
business, scientific, technological, social, political and environmental
trends, forces, developments and ideas shaping the future of the sector
 Consulting
Helping you create future strategies, business models and innovations
to help respond to and create disruptive change
 Speaking and Moderating
Delivering keynote speeches offering inspiring insights into a changing
world and how others are responding to the future
 Future Leadership Programs and Events
Designing high impact leadership development programs, workshops
and events that encourage new thinking, bring the future to life and
enable you to develop an action agenda
 Business Design and Innovation
Facilitating development of innovative, future proofed designs for
products, services, processes and customer experiences

4. Can we Change our DNA?
Play by the
Rules of the
Game
Create a
New Game

5. ‘Future Proofed’ Organisations
Work on 3 Horizons in Parallel
4-10+ Years
Creating
the Future
1-3 Years
Search for
Growth
1-12 Months
Operational
Excellence

6. Future Strategic Challenges

7. Economic and Political Uncertainty and
Turbulence are the ‘New Normal’

8. Continued Global Shifts Of
Influence, Wealth and
Power to Emerging Markets

9. Growing Cities – New Rules

10. Infrastructure : a Major Growth Market to 2030?
Funding is the Biggest Barrier

11. Intense Competition
Strategy, ICT, Insight, Ideas, Responsiveness, Innovation, Financing,
Structure, Business Models, New Entrants and Talent

12. Disruptive
Innovation is
the Holy Grail

13. Socio-Demographic Shifts are
Reshaping Society
Free education is a game changer

14. Risk and Sustainability Issues Will Play a
Bigger Role in Decision Making

15. Robots are Entering the Workforce

17. Embracing the Transformative Role of IT
Customer
Centric
‘Hive Mind’
Talent:
Develop and
Leverage
Staff
Innovate to
Differentiate
Re-engineer
Processes

18. Technology Timeline

19. Our Technologies are Evolving From
the Desktop...

20. ...to Portable and Mobile ...

21. ...to Wearable...

22. ...to Embedded...

23. …and totally Connected via
‘The Internet of Everything’
“What happens when the smartest thing in the room is the room itself?”
Madeleine Albright

24. An Immersive Multi-Sensory Internet
is Emerging

25. Speech / gesture / image recognition, integrated analytics, knowledge management, image / video
/ voice mining, client self-service, intelligent documents, expertise systems, collaboration, secure
email, virtual assistants, intelligent agents and collective intelligence
AI is
Here

26. ‘Magic’ and Science are Blurring
Mapping and
Uploading the
Human Brain
Cognitive,
Genetic, Physical
and Electronic
Enhancement of
the Human Body
The biological era is emerging

27. Science is Creating New Sectors

28. Future Growth Markets?

29. Picking Investment Strategies

30. Virtual Collaboration
Novel and Adaptive Thinking Social Intelligence
Trans Disciplinarity
New Media Literacy
Computational Thinking
Design MindsetCross Cultural Competency
Sense MakingCognitive Load Management

31. New Organization and Collaboration Models

32. Barbarians at the Gate

33. New Ideas Reshaping Industries

34. Rapid Execution e.g. Superfast Construction
Ark Hotel - Dongting Lake - China

35. New Paradigms
Challenging Old
Orthodoxies
e.g. Hyperloop

36. Assets: ‘Usership’ vs. Ownership

37. Innovation: e.g. Kickstarter.com

38. Alternative Revenue Models E.g. Auctions
$5190
(£3088)
$14,770
(£8791.50)
$136
(£81)

39. Mindset - 3 Horizon Thinking
• 12 Months
• 1-3 Years
• 4-10 Years

40. Management -
Tackling Complexity
• Customer Interface
• Process
• Organisation
• Information / Systems
• Regulatory
• Human

41. …or be Consumed by them
Conclusion - Step into Our Fears…

42. About Fast Future

43. • 50 key trends
• 100 emerging trends
• 10 major patterns of change
• Key challenges and choices for
leaders
• Strategic decision making framework
• Future Scenarios
• Key futures tools and techniques
Designing Your Future -
Key Trends, Challenges and Choices

44. Reinventing the Airport Ecosystem
• Drivers of change
• Science and technology advances
• Customer expectations
• Innovation priorities
• Strategies and business models
• Surveys to test ideas and scenarios on a
global audience
• Models for managing tomorrows airport
ecosystem
• http://www.amadeus.com/airlineit/resour
ces/reinventing_the_airport_ecosystem/i
ndex.html?OADS=78

45. ILTA Legal Technology
Future Horizons Project
• Key business and legal trends and forces
• Timeline of emerging technologies and IT developments
with high potential legal impact
• Explores IT’s transformative role in future legal business
models and service differentiation
• Defines strategic business and IT imperatives
• 6 sponsors - combined desk research, interviews with
managing partners, CIO’s, vendors, futurists and
technologists, global surveys on the business applications
of IT and emerging technologies
• http://www.iltanet.org/Downloads/LTFH-Report.pdf
• 200 emerging technology developments
http://www.iltanet.org/Downloads/TechTimelineAppendixLTFH.pdf

46. Futurium - Science and Technology
Transformations Shaping the World of 2050
• European Commission project
• Examined 87 potential
developments and trends
• Clustered into 11 overarching future
societal themes
• Content identified through a
combination of crowdsourcing via
the Futurium web platform,
suggestions from the EC, and ideas
proposed by our team
• http://ec.europa.eu/digital-
agenda/futurium/
Futurium

47. ACCA / IMA – 100 Drivers of Change
• Identifies 100 drivers of change
impacting business and the
accounting profession
• Outlines future scenarios for the
accounting function
• Highlights strategic imperatives for
business and the accounting function
• ‘5 minutes on’ executive summary
• Report:
www.accaglobal.co.uk/en/research-
insights/accountancy-futures/drivers-
change.html

48. Hotels 2020
• Identifying key drivers of change for the
globally branded hotel sector over the
next decade
• Examining the implications for:
 Hotel strategy
 Brand portfolio
 Business models
 Customer targeting
 Innovation
 http://www.amadeus.com/hotelit/
beyond-segmentation.html

49. • Global strategic foresight study to help the meetings industry prepare for
the decade ahead - Industry-wide sponsors
• Future strategies for venues, destinations and agencies
Convention 2020

50. Fast Future Clients
Technology, Media and Telecoms
3M
BT
Cable & Wireless
Chloride
CIO Connect
Etisalat
Gartner
GE
Hibu / Yell / Yellow Pages
Hyland Software
IBM
Intel
Microsoft
Nokia
O2
Orange (EE)
Panasonic
RIM (Blackberry)
Samsung
SAP
Siemens
The BBC
T-Mobile
twofour54
Vodafone
Banking and Financial Services
ABN AMRO
Actis
Alliance & Leicester
American Express
AXA
Chartis
Citibank
DeutscheBank
HSBC
ING Group
Invesco
Investcorp
Morgan Stanley
Nomura
Royal Bank of Scotland
Santander
Standard Life
Professional Services
ACCA (Association of Chartered Certified
Accountants)
Berwin Leighton Paisner
Crowe Horwath
Deloitte
Ernst & Young
ILTA (International Legal Technology
Association)
JLT Group
Kennedys
KPMG
Linklaters
Moore Stephens
Mott MacDonald
Norton Rose Fulbright
PwC
RSM Tenon
Simmons and Simmons
Wragge Lawrence Graham & Co
Food, Pharmaceuticals and
Healthcare
Associated British Foods
Astra Zeneca
Bayer
Boehringer Ingelheim
Cargill
Food Service Network Europe
GlaxoSmithKline
NHS London
NHS West Midlands
Novartis
Pepsi
Pfizer
Sara Lee
United Biscuits
Government and
Intergovernmental
Defra – Department for Environmental,
Food and Rural Affairs
DG Connect, European Commission
DTCM - Dubai Department of Tourism and
Commerce Marketing
Dubai Chamber of Commerce
Government of Finland
Government of Singapore
Ministry of Defence (UK)
OECD (Organisation for Economic Co-
operation and Development)
Office of Science and Technology (UK)
Saudi Government
Singapore National Horizon Scanning
Centre

51. Fast Future Clients
UK BIS – Department for Business,
Innovation and Skills
UK Foreign and Commonwealth Office
UK Health Modernisation Agency
UK Home Office
US Department of Defense
Aviation, Travel, Tourism, Hotels,
Events Industry
Accor
ACI (Airport Council International)
Aerovista
Air Plus
Airport Revenue News
AMAC
Amadeus
American Express Business Travel
ASAE (Center for Association Leadership)
ATAG (Air Transport Action Group)
BAE Systems
Boeing
CANSO (Civil Air Navigation Services
Organisation)
Center Parcs
CTW (Corporate Travel World)
EADS / Airbus
Emirates
FCm Travel
Future Travel Experience Europe / Asia /
Global
Global Airport Development
Hurel Hispano
ICCA (International Congress and
Convention Association)
IMEX
Intercontinental Hotels
IT&CMA (Incentive Travel & Conventions,
Meetings)
ITB (International Tourism Bourse)
MPI (Meeting Professionals International)
PATA (Pacific Asia Travel Association)
Preferred Hotels
Qatar Airways
Qatar Airways
Sabre
TFWA (Tax Free World Association)
Travelex
Travelodge
Travelport
TTRA (Travel and Tourism Research
Association)
World Travel Forum
Christchurch Airport
Edmonton Airport
Mumbai Airport
Paris Airport
Schiphol Airport,
Vancouver Airport
Wellington Airport
Denver Airport
Dubai Airport
Adelaide Convention Centre
Melbourne Convention Centre
QEII Convention Centre
Qatar Convention Centre
Vancouver Convention Centre
Abu Dhabi Convention Bureau
Athens Convention Bureau
Durban Convention Bureau
London Convention Bureau
San Francisco Convention Bureau
Seoul Convention Bureau
Sydney Convention Bureau
Toronto Convention Bureau
Norway Convention Bureau
Commercial and Industrial
ACE (Association for Consultancy and
Engineering)
Ball Corp.
BAT
California Workforce Association
Danaher Corporation
DHL
Diamond Trading Corporation (De Beers)
EdF
Electrolux
Fitflop
Hoover
Hyundai
IBTTA (International Bridge Tunnel and
Turnpike Association)
Jardines
Laing O’Rourke
MAP (Management Association of
Pakistan)
Marks and Spencer
Nakheel
Philip Morris
Playtex
Shell
Tata
Thames Water
Whirlpool

52. Rohit Talwar
• Global futurist and founder of Fast Future Research.
• Award winning speaker on future insights and strategic innovation –
addressing leadership audiences in 40 countries on 5 continents
• Author of Designing Your Future
• Profiled by UK’s Independent Newspaper as one of the Top 10 Global
Future Thinkers
• Led futures research, scenario planning and strategic consultancy projects
for clients in telecommunications, technology, pharmaceuticals, banking,
travel and tourism, environment, food and government sectors
• Clients include 3M, BBC, BT, BAe, Bayer, Chloride, DTC De Beers, DHL,
EADS, Electrolux, E&Y, GE, Hoover, Hyundai, IBM, ING, Intel, KPMG,
M&S, Nakheel, Nokia, Nomura, Novartis, OECD, Orange, Panasonic,
Pfizer, PwC, Samsung, Shell, Siemens, Symbian, Yell , numerous
international associations and governments agencies in the US, UK,
Finland, Dubai, Nigeria, Saudi Arabia and Singapore.
• To receive Fast Future’s newsletters please email rohit@fastfuture.com

53. Videos of Rohit Exploring the Future
 The World in 2025 - Driving Forces, Global Challenges and Potential
Disruptions (35 mins) http://vimeo.com/93302584
 Anticipating 2025 - Driving forces, global challenges and potential
disruptions (30 mins): https://www.youtube.com/watch?v=kwcLQCIfxpY
 A World in Transition (60 mins):
http://www.colliers.com/en-gb/uk/insights/multimedia
 Future of Travel (22 mins)
http://www.travelmole.tv/watch_vdo.php?id=14300
 Parallel Revolutions Impacting Global Labor: Bloomberg TV Interview (4
mins): http://www.bloomberg.com/video/parallel-revolutions-impacting-
global-labor-talway-T0tJZRX6TpGIxjKShTzv~w.html

54. Useful Sources
• Genetic profiling - https://www.23andme.com/
• X Prize - Breakthrough innovation projects - http://www.xprize.org/
• Google brain uploading - http://digitaljournal.com/article/352787
• Brain mapping projects - http://www.technologyreview.com/news/513011/why-obamas-brain-mapping-project-matters/
• Global Future 2045 (immortality) http://2045.com/
• Human enhancement - http://en.wikipedia.org/wiki/Human_enhancement
• Wearable technology – Google Project Glass - http://www.google.com/glass/start/
• Emotiv Epoc Brain-Computer Interface - http://www.emotiv.com/
• AI Essay Grading Software - http://www.nytimes.com/2013/04/05/science/new-test-for-computers-grading-essays-at-college-
level.html?pagewanted=all&_r=0
• Digital / Crypto currencies –
– http://www.abc.net.au/technology/articles/2013/09/25/3855973.htm
– http://en.wikipedia.org/wiki/Cryptocurrency
– http://en.wikipedia.org/wiki/List_of_cryptocurrencies
• Autonomous cars -
– http://www.engineering.com/DesignerEdge/DesignerEdgeArticles/ArticleID/6357/Tesla-Working-on-Autonomous-Car.aspx
– http://www.popsci.com/cars/article/2013-09/google-self-driving-car

55. Contact Information
Email rohit@fastfuture.com
Phone +44 (0)7973 405145
Web http://www.fastfuture.com
Twitter http://twitter.com/fastfuture
Blog http://widerhorizons.wordpress.com
LinkedIn http://www.linkedin.com/in/talwar
Past presentations http://www.slideshare.net/fastrohit
Newsletter signup http://fastfuture.com/?page_id=13
Our current charitable campaigns:
Charlotte Talwar's fundraising project to build a new toilet block for Sunrise School Ghana
http://www.gofundme.com/7gaxho
Street Kids International - Helping Street-Active Youth In Ghana Start Businesses
https://www.globalgiving.co.uk/projects/help-street-active-youth-in-ghana-start-businesses

56. Image Sources

57. Image Sources p. 1
Page:
1. Left, right:
http://etherealisation.com/wp-content/uploads/2010/07/band-of-brothers-269x300.jpg
http://www.ridelust.com/wp-content/uploads/2011/02/green_car.jpg
https://static.squarespace.com/static/4ff36a2b84aecc34311d0e6c/523b0fcce4b099ee151514e7/523b0fcde4b099ee151517f8/1359054127028/1000w/faceless.png
3. http://lifecoachonthego.com/wordpress/wp-content/uploads/2011/02/Woman-Ladder-Binoculars-300x200.jpg
4. http://2.bp.blogspot.com/-EJhAZaiyA8E/TfRRHfKzDMI/AAAAAAAAAGo/JmTQLz1z0xc/s320/6a00d8341c65c453ef010536d4981b970c-800wi.jpg
5. Left, right:
http://2.bp.blogspot.com/-72BxV124lUA/UFvsRsDW46I/AAAAAAAADMQ/cTdnJRp9lVo/s1600/DIA.Gensler.PerspectiveHotelTrainStation.jpg
http://www.kgwings.com/hawkeye/hawkeye05.jpg
6. http://www.energyenhancement.org/hercules.jpg
7. Left, right:
http://img.timeinc.net/time/magazine/archive/covers/2009/1101091207_400.jpg
http://tctechcrunch2011.files.wordpress.com/2013/05/bitcoin.png%3Fw%3D640
8. http://upload.wikimedia.org/wikipedia/commons/6/61/Map_of_emerging_markets.JPG
9. http://2.bp.blogspot.com/_Y_VW1n5Z54A/TBf0sjq-etI/AAAAAAAACXM/J_wOQ9kRtug/s1600/MEGACITIES_2310.gif
10. http://infrastructureintel.files.wordpress.com/2013/06/infrastructurespending20301.png
11. http://www.geekbinge.com/wp-content/uploads/2014/04/GoT-4.3-Thenns-620x330.jpg
12. http://www.instablogsimages.com/1/2011/10/03/bmw_autonomous_car_dtcci.jpg
13. Left, right:
http://inclusionparadox.com/wp-content/uploads/2010/04/Multi-generational_Latino.jpg
http://discoverwebsbest.files.wordpress.com/2011/06/khan-academy.jpg

58. Image Sources p.2
14. http://www.wallpaperex.com/wallpapers/green_environmental_issues_mac_wallpapers_hd_634101_jpeg-wide.jpg
15. Left, right:
http://images.techtimes.com/data/images/full/8770/pepper.jpg?w=600
http://cdn.visualnews.com/wp-content/uploads/2013/02/robot-restaurant-56-600x370.jpg
http://res.img.ifeng.com/2012/0625/wm_5576a382827c4d8515157b8c52200644.jpg
16. http://www.careercapitalist.com/.a/6a00d8345275cf69e201a3fca52fe1970b-450wi
17. Clockwise:
http://media-cache-ak0.pinimg.com/236x/fe/1a/f4/fe1af47f31e8002cc988b913944d90b2.jpg
http://i.kinja-img.com/gawker-media/image/upload/s--rMZwgTy7--/18kxdi8an8yyzjpg.jpg
http://legalfutures.files.wordpress.com/2012/03/litigation_process_flow_re-engineering1.jpg
http://images.sciencedaily.com/2009/07/090727140349-large.jpg
19. http://wp.streetwise.co/wp-content/uploads/2012/08/10_DesktopComputer.jpeg
20. Clockwise:
http://quietfurybooks.com/blog/wp-content/uploads/2012/09/original-cell-phone.jpg
http://blogs.cio.com/sites/cio.com/files/u7727/Smartphones.jpg
http://images.thenews.com.pk/updates_pics/apple-unviels-ipad-air_10-22-2013_123439_l.jpg
21. Clockwise:
http://cdn2.ubergizmo.com/wp-content/uploads/2013/01/Google_Glass_features_in_flux.jpeg
http://cdn-static.cnet.co.uk/i/c/blg/cat/mobiles/samsung-gear-myvouchercodes.jpeg
http://2.bp.blogspot.com/-StC2ZrWjsfE/T-PV9BO5xsI/AAAAAAAACII/8-DlVgXSrUY/s1600/fuelband3.jpg
23. http://smartdesignworldwide.com/thinking/wp-content/uploads/internetofthings_480x324_final.jpg
24. http://www.telecom-cloud.net/wp-content/uploads/2011/10/Immersive-Media-Paradigm.jpg
25. http://overthemoonscifi.files.wordpress.com/2012/06/brain-mind.jpeg

59. Image Sources p.3
26. Top, bottom:
http://www.newsyaps.com/wp-content/uploads/2013/03/digital-brain.jpg
http://www.pakalertpress.com/wp-content/uploads/2012/06/Transhuman-Symbolism-in-Prometheus.png
27. Clockwise:
http://assets.dornob.com/wp-content/uploads/2009/06/growing-livign-tree-house-design.jpg
http://www.printedelectronicsworld.com/images/v5/articles/820x615/main3149.jpg
http://www.rumormillnews.com/pix5/nbic8.jpg
http://crnano.org/srg-iii-pov-animation2.gif
http://www.midwich.com/common/userfiles/midwich/cube-cubeX.png
28. http://static.dnaindia.com/sites/default/files/1838804.jpg
30. http://www.iftf.org/uploads/media/IFTF_FutureWorkSkillsSummary_01.gif
31. http://www.svet.rs/wp-content/uploads/2014/03/roboti.jpg
32. http://www.daz3d.com/media/catalog/product/cache/1/image/9df78eab33525d08d6e5fb8d27136e95/f/r/frost-giants-8.jpg
33. http://blog.ocad.ca/wordpress/envr4c03-fw2011-01/files/2011/09/vertical-farm-seatle-01.jpg
34. http://www.dailymail.co.uk/news/article-2083883/Ark-Hotel-construction-Chinese-built-30-storey-hotel-scratch-15-days.html
35. http://s3files.core77.com/blog/images/2013/05/high-speed-tube-01.jpg
36. Left, right:
http://3008docklands.com.au/article/neighbourhood/1490
http://www.answers.com/topic/cloud-computing
37. Top, bottom:
http://assets.sbnation.com/assets/828858/kickstarter-project-goal-800.jpeg
http://www.theverge.com/2011/12/20/2644358/kickstarter-success-product-development-revolution

60. Image Sources p. 4
39. http://www.visualphotos.com/photo/2x4524045/businesswoman_on_ladder_looking_through_binoculars_bld005521.jpg
40. http://infolific.com/images/fun/metaphor-for-complexity.gif
41. http://img4.wikia.nocookie.net/__cb20120605015933/gameofthrones/images/thumb/c/c7/White_Walker_2x10.jpg/500px-White_Walker_2x10.jpg