Kevin Lu
Showing 1–6 of 6 transcripts.
- Milken Institute44 min
Global Overview: Capital in a Changing World | Global Investors' Symposium 2026
Chery Kang, Aaron Costello, Christopher Ganis, Kevin Lu, Hoi Tung
A panel of global investment leaders, including Hoi Han-Wee and Kevin Schneider, reassessed portfolio strategies by pivoting away from heavy U.S. exposure toward ASEAN and China amidst geopolitical volatility and a thaw in investment sentiment. The discussion highlighted structural opportunities in China's advanced manufacturing and biotechnology sectors while warning that Middle East tensions and AI market corrections require a shift toward energy security, infrastructure, and diversified private credit assets. Ultimately, the group consensus points to a long-term deployment of capital into raw material proximity and regional supply chains to mitigate geopolitical fragmentation and capture returns in "boring" but predictable sectors.
- Milken Institute59 min
A New Policy Environment for China | Global Conference 2025
Robin Hu, Fred Hu, Kevin Lu, Robert Rubin, Lu Zhang
Former Treasury Secretary Robert Rubin joined a diverse panel to critique U.S. reliance on tariffs and structural decoupling while highlighting China's critical need to pivot from investment-led growth to domestic consumption. Discussing the high costs of current trade wars, the group identified inflation and supply chain disruptions as likely drivers for eventual negotiations, even as private equity leaders reorient strategies toward domestic markets and green technology. Ultimately, the dialogue concluded that sustainable resolution requires abandoning containment postures in favor of constructive engagement on shared challenges like AI governance and climate transition.
- Milken Institute37 min
Driving Transformational Change in Finance | Global Investors' Symposium Hong Kong 2025
Kevin Lu, Marc Antaki, Timothy Reese
Kevin Liu moderated a panel with Tim of the Pennsylvania Municipal Retirement System and Mark of Mubadala to discuss how major institutional investors are leveraging long-term horizons and private market exposure to navigate macroeconomic volatility. The executives detailed strategic shifts toward emerging sectors like AI infrastructure and royalty assets while utilizing diversified portfolio constructions to mitigate risks from inflation and geopolitical instability. By prioritizing on-the-ground intelligence in Asia and adopting multi-scenario planning, these firms aim to transform unforeseen global challenges into catalysts for structural outperformance.
- Milken Institute46 min
Renewed Opportunities in Private Markets | Global Investors’ Symposium Hong Kong 2024
Samson Wong, Kevin Lu, Matthew Michelini, Ganen Sarvananthan, Donald Tang
Leading alternative asset managers including Apollo, TPG, and Partners Group are pivoting strategies as the post-2008 macroeconomic tailwinds unwind, driving capital from traditional public banks into private credit and private equity markets. Firms are aggressively targeting investment-grade private credit to replace shrinking bank lending while leveraging Asia-specific opportunities in infrastructure and RMB-onshore funds to capitalize on valuation dislocations and structural growth. Simultaneously, the industry is integrating operational transformations through generative AI and sustainability initiatives to navigate power constraints and capture dual financial and impact returns in emerging markets.
- Milken Institute1h 1m
Speed Bumps Ahead: China's Belt and Road Initiative
Sheryl WuDunn, Lincoln Leong, Kevin Lu, Winston Ma, Dominic Ng, Perry Wong
The Belt and Road Initiative represents a trillion-dollar, 68-nation infrastructure strategy by China designed to export industrial overcapacity, secure energy routes, and achieve geopolitical dominance by 2049. While the project faces significant sovereign debt risks and regulatory hurdles in emerging markets, it has attracted Western corporate participation and positioned Hong Kong as a key financing hub despite US strategic hesitancy. Experts anticipate a transition from state-led funding to private market dominance over the next decade, driven by the commercial viability of interconnected digital and physical networks.
- Milken Institute1h 3m
China's Trade-Off: The Outlook on Investment
Kevin Lu, Wei Sun Christianson, Kenneth Gaw, Richard Hu, Weijian Shan, Jing Ulrich
Leading financial executives from Partners Group, Morgan Stanley, and JP Morgan convened to analyze the shifting dynamics of Chinese foreign direct investment, noting a 2017 policy reversal that incentivizes capital inflows despite persistent barriers in financial ownership and exit mechanisms. Panelists discussed how structural challenges, including succession issues in the private sector and tightening geopolitical scrutiny on outbound deals, are reshaping investment strategies toward sectors like technology and consumer finance. Strategic forecasts predict China's transformation into the world's largest consumer market by 2040, driven by a growing middle class and a shift in elite talent from engineering to finance.