Path ForWARD: New East West Investment Dynamics

Roundtable Topics

  • Security challenges in China and Russia
  • Competing investment philosophies and portfolio strategies
  • China’s economic reform process
  • Japanese Prime Minister Shinzo Abe’s “third arrow”
  • Indian Prime Minister Narendra Modi’s plans for economic reform

For the Summer Roundtable PPI members and invited guests were invited to Carlsbad, California, just north of San Diego. This roundtable explored the theme: Path Forward: New East-West Investment Dynamics, as the dialogue focused on the investment ramifications of recent reform strategies in Asia’s three largest economies; China, Japan, and India. Ambassador Chas Freeman, Chair, Projects International and former U.S. Ambassador to Saudi Arabia, offered the opening remarks for the roundtable. He provided the audience with an overview of the current geopolitical challenges around the world, focusing on security challenges in the Asia-Pacific region. The co-chairs of the Carlsbad Roundtable were Richelle Sugiyama, Investment Officer, Public Employee Retirement System of Idaho, and Garrett Walls, Managing Director, Angelo, Gordon & Co.

The roundtable was highlighted by keynote addresses by Ambassador Clark T. ‘Sandy’ Randt, President, Randt & Co LLC and former U.S. Ambassador to China, and General David H. Petraeus, U.S. Army (retired) and Chairman, KKR Global Institute. Ambassador Randt focused on the outlook of the U.S.-China relationship and the internal power struggle within the Chinese Communist Party. General Petraeus discussed security challenges around the world and the role of natural resources in a world of hydraulic fracturing and an energy-independent United States, and the trend of policymakers at the local level driving change.