Yi-Shan Huang on China’s AI Revolution and Its Global Implications, Part 2

Yi-Shan Huang on China’s AI Revolution and Its Global Implications, Part 2

What happens when AI isn’t just innovation, but national strategy? Welcome back to Scaling Capital, presented by Accrete Advisors [https://accreteadvisors.com/]. In Part Two, host Jennifer Robertson continues her conversation with Yi-Shan Huang, Managing Director at BentallGreenOak, to explore how China is accelerating AI adoption through coordinated policy, long-term planning, and infrastructure at scale. From government-led initiatives to energy strategy and global competition, this episode breaks down how AI is being deployed as a tool for economic growth, geopolitical positioning, and societal transformation. In this episode, we cover: * How China’s central government is driving AI adoption through five- and ten-year plans and regional execution * The role of AI in economic growth, including improving healthcare and education in rural populations * China’s long-term energy and power strategy, from coal and renewables to large-scale grid control and transmission * The impact of chip constraints and China’s push toward domestic semiconductor alternatives * China’s dominance in rare earth materials and what that means for global supply chains * The release of DeepSeek’s open-source AI model and its broader market implications * Whether competition between the U.S. and China could ultimately accelerate innovation for global benefit Guest bio: Yi-Shan Huang is Managing Director for BGO based in New York. She is on the asset management team, where she manages a portfolio of assets across the US and leads special projects initiatives across the platform. Yi-Shan has over 25 years experience in the origination, underwriting, acquisition and asset management of private equity real estate investments in the US and Asia. She has complete deal lifecycle experience across all real estate asset classes, and substantial investment experience investing across the risk curve, in both open and closed-end structures, as well as cross-border investments. Connect with Yi-Shan Huang [https://www.linkedin.com/in/yi-shan-huang-71353484/] As AI continues to reshape industries, economies, and global power structures, understanding how different nations approach its development is critical for anyone operating at the intersection of real estate, infrastructure, and capital. Missed Part One? Start there for a breakdown of AI infrastructure, data centers, and the capital driving this transformation. [add part one hyperlink] Follow Jennifer [https://www.linkedin.com/in/jenniferjrobertson/] and Accrete Advisors on LinkedIn [https://www.linkedin.com/company/accrete-advisors-llc/] and visit our website [https://accreteadvisors.com/] to stay ahead of the trends shaping the future of commercial real estate.

Yi Shan Huang on the $7 Trillion AI Expansion: Real Estate, Power, and Global Implications, Part 1

What happens when AI demand collides with real estate, energy, and global power dynamics? Welcome back to Scaling Capital: Commercial Real Estate Intelligence, presented by Accrete Advisors [https://accreteadvisors.com/]. This week, host Jennifer Robertson sits down with Yi-Shan Huang, Managing Director at BentallGreenOak, bringing over 25 years of institutional real estate investing experience — including deep expertise across China and global markets. Together, they unpack how the rapid rise of AI is reshaping commercial real estate — from the explosion of data center investment to the infrastructure required to support the next generation of intelligent systems. In this episode, we cover: * The projected $7 trillion investment in data centers by 2030 * The rise of “AI factories” purpose-built for advanced compute workloads * Why artificial general intelligence (AGI) is driving unprecedented demand for power and capital * Key U.S. bottlenecks, including energy constraints and policy challenges * The evolving U.S. vs. China AI race — from research leadership to real-world adoption Guest bio: Yi-Shan Huang is Managing Director for BGO based in New York. She is on the asset management team, where she manages a portfolio of assets across the US and leads special projects initiatives across the platform. Yi-Shan has over 25 years of experience in the origination, underwriting, acquisition, and asset management of private equity real estate investments in the US and Asia. She has complete deal lifecycle experience across all real estate asset classes, and substantial investment experience investing across the risk curve, in both open and closed-end structures, as well as cross-border investments. Connect with Yi-Shan Huang [https://www.linkedin.com/in/yi-shan-huang-71353484/] Episode Breakdown: 00:00 Meet Yi-Shan Huang 01:33 Why Data Centers Are Booming in China 02:25 AI Factories and Bottlenecks Explained 08:51 US vs China Key Players 11:42 Origins of Modern AI 14:37 China Applied AI Surge 19:33 China’s Convenience Economy Follow Jennifer [https://www.linkedin.com/in/jenniferjrobertson/] and Accrete Advisors on LinkedIn [https://www.linkedin.com/company/accrete-advisors-llc/], visit our website [https://accreteadvisors.com/], and subscribe to our newsletter to stay ahead of the trends shaping the future of CRE. Join us next week for Part Two with Yi-Shan, where we dive deeper into China’s central government and their involvement in AI.

Gareth Mee on How Global Investors Use Partnerships to Scale, Part 2

As private markets continue to scale, institutional investors are increasingly looking beyond traditional acquisitions and organic growth. Strategic partnerships have emerged as a powerful way to access new markets, expand investment capabilities, and deploy capital at scale. Welcome back to Scaling Capital: Commercial Real Estate Intelligence, presented by Accrete Advisors. In Part Two, host Jennifer Robertson continues her conversation with Gareth Mee, Chief Executive Officer of Legal & General's Institutional Retirement Business, to explore how Legal & General is leveraging partnerships with firms like Manulife and Blackstone to accelerate growth across asset management, retirement solutions, and private markets. Together, they discuss what makes a successful institutional partnership, how Legal & General approaches affordable housing and long-term investing, and the investment themes the firm believes will shape the future of global capital allocation. In this episode, we cover: * Legal & General's partnership with Manulife and plans to expand across asset management, insurance, and global markets * The firm's strategic partnership with Blackstone and its implications for private credit, infrastructure, and real estate investing * How L&G is approaching affordable housing in the UK and creating scalable investment models for long-term impact * What makes a successful institutional partnership and why cultural alignment matters * Long-term investment themes including data centers, power infrastructure, renewable energy, housing, senior living, and CPACE financing * How a 190-year investment horizon influences L&G's capital allocation strategy Guest Bio: Gareth Mee is the Chief Executive Officer of Legal & General's Institutional Retirement Business, which insures pension schemes and pensioners across the UK, U.S., and Canada. Prior to becoming CEO, Gareth served as CFO of Legal & General Capital, CIO of Private Markets and Asset Management, and CIO of Institutional Retirement, overseeing a portfolio of approximately £94 billion. Before joining Legal & General, Gareth spent nearly 20 years at EY, where he was a Partner leading global investment advisory, UK actuarial, and sustainable finance consulting practices. He holds a First-Class Honors degree in Mathematics from University College London and is a Fellow of the Institute and Faculty of Actuaries. Connect with Gareth on LinkedIn [https://www.linkedin.com/in/gsmee/] Follow Jennifer [https://www.linkedin.com/in/jenniferjrobertson/] and Accrete Advisors on LinkedIn [https://www.linkedin.com/company/accrete-advisors-llc/], visit our website [https://accreteadvisors.com/], and subscribe to our newsletter to stay ahead of the trends shaping the future of CRE. Episode Breakdown 00:00 Welcome Back and Partnership Strategy Overview 00:31 The Manulife Partnership 03:56 Inside L&G's Blackstone Partnership 07:27 Affordable Housing and Impact Investing 10:07 What Makes a Great Institutional Partner 12:08 Future Investment Themes 15:09 Long-Term Capital Allocation and Closing Thoughts

Gareth Mee’s Insight into Legal & General’s Strategic Vision for Global Expansion, Part 1

How is one of the world's largest insurance and asset management firms positioning itself for growth across private markets, retirement solutions, and global partnerships? Welcome back to Scaling Capital: Commercial Real Estate Intelligence, presented by Accrete Advisors. This week, host Jennifer Robertson sits down with Gareth Mee, Chief Executive Officer of Legal & General's Institutional Retirement Business, to discuss the company's strategic evolution, global expansion efforts, and long-term vision for growth. With nearly 200 years of history, Legal & General has grown into a leading insurance, retirement, and asset management platform with over £1.2 trillion in assets under management. Gareth shares his journey from EY Partner to CEO, provides insight into Legal & General's transformation under CEO Antonio Simões, and discusses how the firm is leveraging private markets, pension risk transfer, and strategic partnerships to drive future growth. In this episode, we cover: * Legal & General's history, scale, and business structure across asset management, retirement, and insurance * Gareth's career journey from EY Partner to CEO of Institutional Retirement * Antonio Simões' strategic vision and focus on capital allocation discipline * Legal & General's growth plans across private markets and asset management * Expansion in the U.S. through strategic partnerships and pension risk transfer * The Meiji Yasuda partnership and plans to grow U.S. retirement solutions * Why scale, collaboration, and long-term partnerships are central to L&G's strategy If you're interested in how global insurance companies, retirement platforms, and institutional investors are positioning themselves for long-term growth, this is a conversation you won't want to miss. Guest Bio: Gareth Mee is the Chief Executive Officer of Legal & General's Institutional Retirement Business, which insures pension schemes and pensioners across the UK, U.S., and Canada. Prior to becoming CEO, Gareth served as CFO of Legal & General Capital, CIO of Private Markets and Asset Management, and CIO of Institutional Retirement, overseeing a portfolio of approximately £94 billion. Before joining Legal & General, Gareth spent nearly 20 years at EY, where he was a Partner leading global investment advisory, UK actuarial, and sustainable finance consulting practices. He holds a First-Class Honors degree in Mathematics from University College London and is a Fellow of the Institute and Faculty of Actuaries. Connect with Gareth on LinkedIn [https://www.linkedin.com/in/gsmee/] Follow Jennifer [https://www.linkedin.com/in/jenniferjrobertson/] and Accrete Advisors on LinkedIn [https://www.linkedin.com/company/accrete-advisors-llc/], visit our website [https://accreteadvisors.com/], and subscribe to our newsletter to stay ahead of the trends shaping the future of CRE. Join us next week for Part Two with Gareth, where we dive deeper into Legal & General's pension risk transfer platform, investment strategy, and global retirement market opportunities.

Katarina Hapsari (Episode 2/2): PIK (Pantai Indah Kapuk), Engineering and Capitalizing a multi-billion-dollar, Future-Ready Urban Project near Jakarta, Indonesia

In Part 2 of this two-part episode of Scaling Capital, Jennifer continues her conversation with Katarina Hapsari, Founder & Managing Partner of Aurem International Assets. Katerina shares what it takes to deliver a city-scale development on coastal land, integrating urban planning, climate resilience, and smart infrastructure to sustain growth through 2100. The conversation breaks down the disciplines required to execute a project of this magnitude, from flood protection and utilities to engineering and environmental safeguards. They also unpack the $20B+ capital structure behind PIK, including self-funding, public-private partnerships, and private equity. PIK serves as a powerful case study for building resilient, future-ready cities in emerging markets. Music is Happy G by Mr Smith from the Free Music Archive, CC BY.