Driven by a steady economic rebound, robust technological innovation, and pro-business policy support, foreign investor confidence in China is recovering. While global investors are adopting a "bullish but slow-to-act" approach, they continue to actively identify high-value opportunities, utilizing flexible parallel structures to maintain "China exposure." GPs are also exploring new pools of capital, tapping into the massive wave of mainland entrepreneurs’ wealth now moving through offshore private wealth channels. Our panel of seasoned private equity investors will highlight the path forward for private equity in China.

• What will it take for global investors to fully overcome the recent "confidence crisis"?
• What types of companies are GPs investing in to deliver strong returns?
• How should GPs reshape their narratives to promote the strategic value of "China exposure"?
• Can private wealth and family offices become the next major capital engine for GPs?
• How are institutions leveraging flexible "parallel structures" to navigate geopolitical complexities and sustain USD allocations?

Facing domestic saturation, Chinese companies are structurally shifting their global strategies. Leading brands now export entire supply chains and operational "know-how," rather than just products, while investors actively acquire and upgrade global assets using China’s unparalleled efficiency. Despite de-globalization narratives, cross-border investment remains a vital two-way street, allowing Chinese PE firms and global funds with Chinese roots to maintain a strong competitive edge. Our panel of investors will share their successful deployment strategies.

• With global capital increasingly shifting toward India and Japan, how can Chinese brands and PE firms break through and demonstrate their unique competitive edge?
• How do managers navigate the "East-meets-West" cross-cultural challenge when expanding overseas?
• How are GPs successfully helping Chinese companies export supply chains and operational "know-how," and upgrade global assets to deliver alpha?
• Are LPs ready to back funds with Chinese roots in "Going Global 2.0"?

As LPs shift their focus from paper valuations to real DPI, GPs are becoming more creative in securing liquidity. While public markets are gradually warming up, firms are increasingly capitalizing on the growing secondary market to address liquidity needs, utilizing continuation vehicles, and navigating the complex rise of control-oriented buyouts. Industry leaders will discuss how to choose the right strategy to translate market recovery into actual cash distributions.

• With some foreign LPs seeking early exits, how are secondary funds unlocking immediate liquidity?
• What are the core bottlenecks keeping China’s secondary market less active than its
• Western counterparts?
• Are public markets a viable path to liquidity for PE shareholders?
• Amid IPO uncertainty, how can GPs leverage continuation vehicles and navigate the risks of China’s growing buyout market to generate real DPI?

Chinese consumers are moving away from overpriced brands toward experiential consumption focused on health, emotional value, and high cost-performance, revealing pockets of strong resilience. Chinese brands are also unlocking new growth by going global, pairing domestic e-commerce and digital expertise with overseas supply chains. Meanwhile, profitability pressures, efficiency demands, and geopolitical shifts are forcing multinationals to accelerate asset carve-outs, creating buyout and restructuring opportunities in China. Our diverse panel of investors will share their insights on consumer trends, the hottest sectors, and how they are capturing growth.

• What are the key trends for investors targeting resilient niches focused on health, emotional value, and high cost-performance?
• How can Chinese consumer brands scale globally through domestic digital expertise and overseas supply chains?
• How can investors capture value from the rising wave of multinational carve-outs and restructuring opportunities?
• How are GPs restructuring brands to build sustainable supply chain moats and drive long-term profitability?

As China’s VC market rebounds, driven by strong interest in AI, a new wave of fundraising is emerging. Moving past "AI bubble" debates, investors are increasingly focused on sustainable business models and real-world AI applications. Meanwhile, the "Global Chinese" tech community and deal-hungry VCs continue to converge around innovation. Our panel of leading investors will analyze these defining trends and share their investment strategies at this exciting time for the industry.

• In the fast-paced AI market, how do GPs compete for top deals and ensure their portfolio companies have sustainable business models?
• Where are the best opportunities for real-world AI applications?
• The US faces friction over AI-driven job displacement, while China focuses on seamless business integration— which approach is more sustainable for investors?
• How is the "Global Chinese" tech community shaping the new wave of VC fundraising?

China’s private equity market has moved past its lowest point, and as geopolitical and fundraising anxieties ease, LPs are refocusing on investment fundamentals. A new dynamic is taking shape: domestic government funds remain highly active, while Middle Eastern and non-North American LPs are accelerating deployment. Meanwhile, a growing secondaries market is allowing investors to find liquidity and reshuffle portfolios into non-sensitive sectors. Are LPs ready to deploy capital at scale, or are they still waiting on the sidelines? Our panel of investors will assess the current landscape and discuss their strategies for the market.

• What will trigger the next wave of global capital returning to capture China’s rebounding growth?
• How will the continued institutionalization of active domestic RMB capital redefine the local investment ecosystem?
• How is the secondary market revitalizing the ecosystem as portfolios reshuffle into resilient, non-sensitive sectors?
• How are GPs evolving their strategies to meet increasingly sophisticated LP expectations and capture sustainable alpha in the China market?