AJ leads energy research for Gavekal Technologies, covering China's innovation ecosystem and implications for global markets. He previously advised US multinationals on bilateral technology andexport controlissues at the US-China Business Council. Before USCBC, he led technology research atformer think tank of the Paulson Institute, analyzing China's strategic priorities,MacroPolo, thcy, and the innovation ecosystem's shift toward deep tech and self-reliance.

He is an alumni fellow of the Penn Project on the Future of US-China Relations. Earlier in his career, AJ worked in Beijing as an analyst researching technology companies and investment trends in China. Now he is based in Washington, DC. He is a graduate of Fordham University and is pursuing an MBA from the University of Chicago.

Sam Shiao is a Partner in EY China's Strategy & Transactions practice, advising multinational corporations, investors and energy companies on strategic decisions at the intersection of the energy transition, infrastructure investment and corporate growth.
With nearly two decades of international experience across Australia and China, Sam has advised clients on renewable energy investment strategies, corporate energy transition, infrastructure development and cross-border transactions. His work spans renewable power procurement, direct investment in clean energy assets, hydrogen and emerging energy technologies, as well as large-scale infrastructure and energy transition initiatives across the Asia-Pacific region.
As companies increasingly navigate the commercial implications of China's evolving energy landscape, Sam works closely with corporate leadership teams to evaluate investment opportunities, strengthen energy resilience and develop long-term strategies that balance sustainability with business competitiveness.

Alex leads EY China Carbon Neutrality Task Force focusing on development of Decarbonization and relevant ESG solutions for Energy Transition, ESG Transformation for clients besides achieving EY’s own Net Zero goal. He is also the lead author for the book “A Pathway to Carbon Neutrality in China” and various thought leadership on Energy Transition, Carbon Market and Climate Technology.
Alex has held a number of Markets and Client Service Partner roles in the Energy & Resources Market Segment and Government & Public Sector Market Segment in Greater China for EY. He has been instrumental in launching EY’s Greater China Infrastructure Advisory Services focusing on One Belt One Road infrastructure opportunities, especially in power & utilities sector and also serving the domestic Public Private Partnership advisory market.
Alex Zhu has over 20 years of experience in professional services focusing on transaction advisory and economic modelling. His career spans across multiple geographies, sectors and clients, with experience in Asia, Africa and North America.
Alex has extensive experiences leading large complex projects involving different work streams, multiple disciplines, especially those cross-broader in nature. Armed with deep knowledge in China market and overseas markets after spending 10 years in the US, two years in South Africa and the rest in China, he excels at finding a balanced solution among various stakeholders by communicating, motivating and bridging gaps.
Alex has led corporate finance, financial feasibility, valuation and modelling services for large infrastructure projects in various sectors such as power & utilities, oil & gas, transportation and telecommunication. He has been in charge of transaction advisory works, including due diligence, valuation, tax structuring and negotiation, for large cross-border M&As.