Key timestamps:

00:09: Introduction to ION Influencers’ Fireside Chats
00:41: Kent Chen’s Career Journey
01:34: Growth and Structure of Neuberger Berman’s Asia Private Equity Team
02:29: Investment Approach and Workflow
03:38: View of Asia as an Investment Opportunity
04:44: Revising Investment Thesis and Market Dynamics
06:30: Flexibility and Decision-making Process
06:50: Comparing Investment Urgency and Portfolio Synergies
07:32: Opportunities in Japan, China, and India
10:19: Youth Unemployment in China and Valuation in India
12:01: Navigating the Property Situation in China
12:55: Team Structure and Prioritization
14:04: Retaining Talent and Building Relationships
15:22: Interaction between Neuberger Berman’s Asia, Europe, and US Teams
16:49: Investment Criteria and Fundraising Outlook
18:49: Consolidation in the Private Equity Market
20:34: Resource Allocation and Team Expansion
22:43: Focusing on Southeast Asia and Investment Outlook
23:41: Co-Investment Opportunities and Impact of Interest Rates
24:08: Co-Investment Opportunities
25:10: Closing Remarks