Lincoln Pan

What Outlasts Us: Building and Investing for the Next Generation | Asia Summit 2026

Jim Coulter, Lincoln Pan, Sri Jegarajah, Amos Garcia

Jim Colter of TPG and Lincoln Parn of Jardine Matheson argue that the global economy is transitioning from a era of digital stability to a volatile "pinball" phase driven by artificial intelligence and a physical economy reset. They contrast two diverging investment strategies: Colter highlights the risks of centralized AI business models and the rise of tangible assets like heavy machinery, while Parn emphasizes family capital's preference for human-dependent services and the social constraints of automation in Asian markets. Ultimately, the speakers advocate for a multipolar future where investors navigate geopolitical fog by combining US digital innovation with Chinese manufacturing prowess to achieve long-term resilience.