The Leibniz Institute for Financial Research SAFE jointly with the Institute for Banking and Financial History (IBF) and the House of Finance cordially invite you to attend a policy lecture on
Thirty Years of Utilising Financial History To Forecast the Future -
The Good, The Bad & The Ugly
Russel Napier
to be held on 22 October 2026, 17:15 - 18:15, House of Finance, E.20, Frankfurt
“The legendary investor Charlie Munger once said that “There is no better teacher than history in determining the future. There are answers worth billions of dollars in a $30 history book.” Increasingly, financial history is helping investors and policymakers make decisions. In other words, there is insight from hindsight.
Russel Napier's policy lecture, which concludes the academic conference organized by John Turner, Visiting Professor “Financial History” at Goethe University in 2026, will illustrate, from the perspective of an institutional investor, how insights from financial history can provide guidance for financial market participants and supervisors. Following the lecture, Karsten Müller will moderate a Q&A.
Russell Napier is Chairman of the Mid Wynd International Investment Trust and a Member of the Investment Advisory Committees of three fund management companies, Cerno Capital, Kennox Asset Management, and Bay Capital. Holding degrees in law from Queen’s University Belfast and Magdalene College, Cambridge, he is a Fellow of the CFA Society of the UK and an Honorary Professor at both Heriot-Watt University and the University of Stirling. In 2014, Russell Napier founded the charitable venture The Library of Mistakes, a business and financial history library in Edinburgh with branches in India and Switzerland. Furthermore, he is the author of “The Solid Ground Newsletter” investment report for institutional investors, Co-Founder of the investment research portal ERIC, and the author of two books: “Anatomy of The Bear: Lessons From Wall Street’s Four Great Bottoms” and “The Asian Financial Crisis 1995–98: Birth of the Age of Debt”.
Karsten Müller is a Professor for Macro Finance at the Leibniz Institute for Financial Research SAFE. Previously, he was a Presidential Young Professor und Assistant Professor of Finance at the Business School of the National University of Singapore and a Research Fellow at the NUS Risk Management Institute. He holds a PhD in Business and Management from the University of Warwick and did a Post-Doc at Princeton University.
The attendance is free of charge upon registration.
We are looking forward to welcoming you at our event!
