Kewsong Lee
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- Goldman Sachs11 min
Kewsong Lee, CEO of The Carlyle Group
Carlyle CEO Kyu Song Lee outlined a crisis response prioritizing employee safety and liquidity while aggressively deploying capital in Asian healthcare and technology sectors to offset a temporary lull in traditional buyouts. The firm has shifted its risk philosophy to view inaction as the primary threat, driving activity in opportunistic credit and raising global diversity targets to 30% for board composition. Lee further emphasized that long-term value creation relies on emotional intelligence and adapting to permanent structural shifts despite predicted US-China geopolitical divergence and challenges posed by remote work.
- Goldman Sachs33 min
Kewsong Lee, Co-CEO of The Carlyle Group
In late 2018, Kyu-Song Lee assumed the co-CEO role at The Carlyle Group to lead the firm's transition from a partnership to a corporate structure, addressing a portfolio of 300 companies employing nearly one million people globally. Under Lee's strategic direction, Carlyle is integrating diverse leadership teams, where women now lead half of the firm's $250 billion in assets, while adopting a "every deal is a tech deal" mantra to navigate digital disruption. Looking ahead, Lee anticipates a low-growth macroeconomic environment and shifting U.S.-China trade dynamics, prompting the firm to expand private credit investments and prioritize operational improvements over financial engineering to ensure long-term resilience.