THE IMPETUS · SIGNATURE PUBLICATION
EXECUTIVE PLAYBOOK
The Capital Markets Playbook:
Europe & Africa
A strategic intelligence framework for executives, boards and investment leaders who need to position ahead of disruption — not respond to it.
A strategic intelligence framework for executives, boards and investment leaders navigating geopolitical fragmentation, concentration risk and regulatory acceleration across Europe and Africa.
Designed to help leadership teams identify structural shifts early, interpret market signals clearly and position capital decisively before consensus forms.
The signal before the headline.
The signal strategy for global decision-makers
Target Audience
The Strategic Mandate for Global Leaders
Financial Institutions
For asset managers, pension funds, institutional investors and boards requiring geopolitical foresight, regulatory intelligence and concentration risk visibility across global portfolios.
Corporate Entities
For C-suite executives and boards navigating cross-border complexity, supply chain fragmentation and strategic repositioning in volatile markets.
Emerging Markets & Strategic Expansion
For organisations evaluating Europe and Africa opportunities through a long-term lens of infrastructure, digital transformation, energy transition and capital deployment.
If you are responsible for decisions that geopolitical disruption can affect, the Playbook is for you.
01
Strategic Signal Analysis
Intelligence that maps regulatory and geopolitical shifts to specific commercial exposures — before the market has priced them in.
Deliverables & Value
What You Receive
02
Adaptive Frameworks
Board-calibrated decision frameworks built for disruption — so institutions maintain strategic momentum when others are reacting.
03
Tactical
Roadmap
Concrete execution steps that convert intelligence into positioning decisions — with the timing that competitive advantage requires.
What's Inside
Seven chapters. Three appendices. One Signal Monitor framework you can deploy from day one.
Structural vs Cyclical Geopolitical Risk
Signal Monitor for reading disruption early
Concentration Risk
Europe: Strategic Realignment
Africa: Structural Growth & Capital Repositioning
AI Intelligence Systems
Board & C-Suite Decision Frameworks
Additional Tools: Signal Monitor Template, Regulatory Framework, Africa Market Entry
Lead Strategic Advisor
Founder of The Impetus
Yenni Leighton
Founder, The Impetus Global
Coined the term KENSAM (2024)
Former: JP Morgan · BNY Mellon · State Street · Deutsche Bank
Over two decades at the centre of European capital markets, I have connected fragmented signals across regulation, geopolitics, operational resilience and institutional strategy into executive-level decision frameworks — for boards, C-suite leaders and investment decision-makers.
My work is organised around one question: what risks, dependencies or opportunities are institutions systematically underestimating because they are using yesterday's frameworks to interpret today's world?
The answer has shown up ahead of the market, consistently and with a date stamp — in 2007 on derivatives fragility, in 2015 on cyber governance as a fiduciary issue, in 2019 on outsourcing concentration risk, and in 2021 on Africa's structural repricing. Each of those positions was formed before board consensus. Each proved correct.
Through The Impetus, I advise boards, C-suite executives and institutional investment teams navigating geopolitical disruption, concentration risk and regulatory acceleration across Europe and Africa — with particular focus on markets and asset classes that are systematically mispriced because the frameworks used to assess them were built for a different world.
The signal before the headline.
trust authority
The Playbook is built from this practitioner experience, advising within globally regulated institutions during periods of market stress, structural transition and regulatory change.
This is not theoretical analysis, but a practitioner methodology built for board decisions under uncertainty.
Year — Signal Pattern Recognition — Fragility Type
2007 — Systemic derivatives risk — Financial
2013 — Investment outsourcing governance practitioner paper — Third-party
2013 — Institutional client governance breakdown of $30Bn fund retention — Relationship
2015 — Digital resilience and cyber governance as Board issue — Fiduciary
2016 — Product innovation failure modes — Strategy
2016 — Gender leadership failure in fund management — Governance
2020 — Fund board governance, DORA principles a decade early — Governance
2020 — COVID intelligence frameworks — Crisis
2021 — SRD II practitioner implementation and industry authorship — Fiduciary
2021 — Africa infrastructure and impact funds — Capital Allocation
2022 — Russia-Ukraine as structural portfolio reality — Geopolitical
2022 — AI as enabler with fiduciary guardrails — Fiduciary
2022 — Generational shift for social impact mandates — Capital Allocation
2022 — Supplier concentration as a due diligence issue — Third-party
2024 — Coined the term KENSAM for institutional infrastructure allocation to Africa — Capital Allocation
Fragility Type
Financial
Third-party
Relationship
Fiduciary
Strategy
Governance
Governance
Crisis
Fiduciary
Capital allocation
Geopolitical
Fiduciary
Capital allocation
Third-party
Capital allocation
The Playbook is built from this practitioner experience, advising within globally regulated institutions during periods of market stress, structural transition and regulatory change.
This is not theoretical analysis, but a practitioner methodology built for board decisions under uncertainty.
Licensing
structure
DIGITAL PLAYBOOK
A strategic intelligence framework for executives, boards and investment leaders navigating geopolitical fragmentation, concentration risk and regulatory acceleration across Europe and Africa. Designed for investment teams, boards and leadership groups.
INDIVIDUAL Licence
Single-user access
Digital Playbook
Signal Monitor Template
Regulatory Reference Framework
Africa Market Entry Checklist
institutional LICENCE
Institutional access structured around your organisation's strategic requirements
Strategic Onboarding session
Deployment guidance
Organisational use rights
Engagement Structures
The Impetus Global operates a deliberately limited advisory model to ensure depth of strategic engagement with each client partnership. Each engagement is calibrated to the organisation’s strategic priorities, portfolio exposures, regional footprint and decision-making requirements. Engagement structures below illustrate typical formats and investment parameters.
Advisory Models
PRIVATE COHORT | BOARD SESSION
EXECUTIVE MASTERCLASS
Private board-level Intelligence Briefings and leadership sessions for executive judgement. Calibrated to portfolio exposure, geopolitical assumptions, strategic priorities, concentration risk, institutional resilience and footprint.
Board and Executive Cohorts
1. Private Board Sessions - 90-minutes
2. Half-Day Executive Cohort
3. Full-Day Strategic Workshop
Designed to
Stress-test your board's geopolitical assumptions
Surface hidden concentration exposures in your portfolio
Build a shared strategic language across your leadership team
Assess market-entry readiness across Africa and Europe
Engagement Investment
Engagement capacity is intentionally limited to maintain depth of advisory and strategic alignment. Each engagement starts with a consultation
ADVISORY
StructureS
STRATEGIC RETAINER
Ongoing executive intelligence partnership combining signal monitoring, strategic interpretation and forward-looking risk view. For the institutional strategy teams and the C-suite who want executive clarity and pattern recognition to reposition.
Advisory Engagement
1. Intelligence Subscription
2. Strategic Partnership
3. Executive Advisory
Designed to
Maintain a live intelligence feed on structural shifts affecting your markets
Provide independent signal interpretation outside internal institutional bias
Reposition capital and strategy ahead of consensus
Build long-term institutional foresight capability into your decision cycle
Engagement Investment
Annual advisory capacity is intentionally limited to maintain depth of advisory support and strategic alignment. Each engagement starts with strategic fit assessment.
Trust delivery
Secure digital delivery
Instant PDF access for individual licences
Institutional invoicing available
Corporate licensing available for teams and boards
Licence terms:
Not for redistribution or resale.
Questions: clientpartner@theimpetusglobal.com