节目介绍 / Episode Introduction
中文版
Hi,小伙伴们！欢迎收听《家办闺蜜圈》首期英文播客！本期节目我们非常荣幸邀请到香港知名家族办公室新鸿基金融集团的首席投资官Allen先生。
嘉宾介绍
作为对冲基金领域的资深专家，Allen拥有23年丰富的投资经验，曾在摩根士丹利、中信证券等知名机构任职，并在Sail Advisors管理Duty Free Shopping创始人Robert W Miller的家族资产长达15年。
在这期深度访谈中，Allen以其幽默风趣的谈吐和专业深刻的见解，为我们分享了：
* 新鸿基金融集团的历史渊源与业务发展
* 当前全球对冲基金市场的投资机遇与挑战
* 亚洲、欧美市场的资产配置策略演变
* 如何在市场波动中寻找优秀的基金管理人
* 家族办公室与高净值客户的信任建立之道
Allen还分享了他的个人兴趣爱好——重拾35年前的击剑运动，以及两本精彩的投资类书籍推荐。最后，他给全球家族办公室和高净值投资者提出了宝贵建议：相信自己，做足研究，在这个信息更加透明的时代，独立投资者拥有前所未有的机遇。
English Version
Welcome to the first English-speaking episode of "Family Office Circle"! We are thrilled to have Allen, Chief Investment Officer of Sun Hung Kai Financial Group, one of Hong Kong's most prestigious family offices.
Introduction of the Guest
As a seasoned expert in hedge fund allocation with 23 years of experience, Allen has worked at renowned institutions including Morgan Stanley and Citic Securities, and spent 15 years’ at Sail Advisors managing the family assets of Robert·W·Miller, founder of Duty Free Shopping.
In this in-depth interview, Allen shares his humor and professional insights on:
* The historical background and business development of Sun Hung Kai Financial Group
* Current investment opportunities and challenges in the global hedge fund market
* Evolution of asset allocation strategies across Asia, Europe, and the US
* How to identify top investment talents during market volatility
* Building trust between family offices and ultra-high-net-worth clients
Allen also discusses about his personal interests, including returning to encing after 35 years, and recommends two excellent investment books. Finally, he offers valuable advice to family offices and high-net-worth investors worldwide: trust yourself, do your research, and seize the unprecedented opportunities available to independent investors in today's more transparent world.
嘉宾推荐书籍 / Guest's Book Recommendations
《Fooling Some of the People All of the Time》
作者 / Author: David Einhorn
推荐理由 / Why Recommended:
这本书深入描述了对冲基金管理人进行调研工作的精髓。David Einhorn详细记录了他的团队如何通过大量调查研究工作，发现并揭露一家大型公司实际上是欺诈企业的全过程。这个故事生动展现了优秀基金管理人的工作方法和为获得理想投资结果所付出的巨大努力。
This book provides deep insights into the craft of hedge fund research. David Einhorn meticulously documents how his team conducted extensive investigative work to uncover and expose a large company that was actually fraudulent. The story vividly demonstrates the methods of excellent fund managers and the tremendous effort required to achieve desired investment results.
《The Big Short》
作者 / Author: Michael Lewis
推荐理由 / Why Recommended:
Michael Lewis是Allen特别推崇的作家，他能够以通俗易懂且引人入胜的方式解释复杂的金融现象。这本书比同名电影更加详细地阐述了CDO、CDO平方以及次贷危机的复杂性，深刻揭示了金融系统如何为系统性危机埋下伏笔。Allen建议他的分析师团队都要阅读这本书。
Michael Lewis is a writer Allen particularly admires for his ability to explain complicated financial situations in an entertaining and accessible way. The book provides more details than the movie about the complexities of CDOs, CDO squared, and the subprime situation, illuminating how the financial system was primed for systemic failure. Allen encourages his analyst team to read this book.
重要时间戳 / Key Timestamps
1. 00:49 - 节目开场，介绍首期英文播客Episode opening, introducing the first English-speaking episode
2. 02:01 - Allen自我介绍，分享23年对冲基金投资经验Allen's introduction, sharing 23 years of hedge fund investment experience
3. 04:34 - 解释新鸿基金融集团与新鸿基地产的历史关系Explaining the historical relationship between Sun Hung Kai Financial and Sun Hung Kai Properties
4. 07:35 - 详述全球资产配置策略和投资理念Detailed discussion on global asset allocation strategies and investment philosophy
5. 10:35 - 分析当前对冲基金市场表现和机遇Analysis of current hedge fund market performance and opportunities
6. 15:20 - 探讨亚洲市场的独特优势和投资机会Discussion on Asia's unique advantages and investment opportunities
7. 25:45 - 分享与优秀基金管理人合作的经验Sharing experiences of working with top fund managers
8. 35:30 - 解析家族办公室客户关系管理之道Analysis of family office client relationship management
9. 44:45 - 书籍推荐：《Fooling Some of the People All of the Time》和《The Big Short》Book recommendations: "Fooling Some of the People All of the Time" and "The Big Short"
10.47:36 - 给投资者的建议：相信自己，做足研究Advice to investors: trust yourself and do your research
适合听众 / Target Audience
* 家族办公室从业者和投资专业人士
* 对冲基金和另类投资领域的研究者
* 高净值个人投资者和财富管理顾问
* 对全球资产配置感兴趣的投资爱好者
* 金融行业的从业者和学生
* Family office practitioners and investment professionals
* hedge fund and alternative investment researchers
* high-net-worth individual investors and wealth management advisors
* investment enthusiasts interested in global asset allocation
* financial industry practitioners and students.
制作团队 / Production Team: Bob
录制时间 / Recording Date: 2025/7/28
节目时长 / Duration: 50mins
语言 / Language: 英文 (English)
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【关于本节目】
《Candice|家办闺蜜圈》是一档基于家族办公室领域的垂直且轻松的访谈节目。
我是主理人Candice，英国伦敦海归，国内外家族办公室领域工作12年，曾在英国家族办公室服务俄罗斯家族，16年脱欧回国建立国内办事处。受访嘉宾来自我自己的境内外家族办公室朋友圈。话题和对谈来源于家办FO行业闺蜜们的日常对话。
想要联系Candice或者加入家办闺蜜圈，可以添加小助理哦。
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