Wharton Roundtable: Geopolitics with Ken Lee, CEO Belleview Research


Date and Time
Friday, September 5, 2025
12:15pm— 2:00pm
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Location
The American Club
8 Connaught Pl
Floor 48-49, Two Exchange Square
Hong Kong
Hong Kong
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Who's coming
Xiaoming Zhou Jess Macy Yu Martin Sabine Aram Choe Andreas Vogelsanger James Kwan
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Join Wharton Club of Hong Kong for a roundtable on Geopolitics with Ken Lee, who is no stranger to Wharton Club, having done two insightful talks based on his research before.

Geopolitical turbulence, Tariffs, and fight for AI supremacy lead to many opportunities and threats

- China has a golden window of roughly three years (during Trump’s current term) to launch a charm offensive and broaden its global sphere of influence. What strategic moves might China make?

- The recently passed GENIUS Act, which legitimises USD stablecoins, is a landmark event. Some even call it “Bretton Woods 2.0” or the new “Digital Bretton Woods.” But why? What are the implications for the U.S. and other major economies? And how might the world respond?

- With AI dominating conversations everywhere, it seems we are nearing — if not already at — the peak of the AI “hype cycle.” So, what comes after AI? This isn’t Sci-Fi — the next wave of technology is already here.

- We’ll also discuss the rapid proliferation of humanoid robots in China, shifting consumption patterns among Gen Z, and whether the data center trend is approaching its end.

Event Details

Date: Friday September 5th, 2025
Time: 12:15pm - 2pm
Venue: Connecticut Room, 48F, American Club, 2 Exchange square
Dress Code: Smart casuals
Price: HK$ 550 includes 3 course meal + coffee/tea

 


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Map & Directions

The American Club

8 Connaught Pl, Floor 48-49, Two Exchange Square, Hong Kong, Hong Kong,
by public transit by car by bike Walking