🎙 Guest: Allen Sing, CIO, Sun Hung Kai Capital Partners
🎙 Host: Alvin Fan, CEO, OPIM
Allen Sing is the Chief Investment Officer of Sun Hung Kai Capital Partners, one of Hong Kong’s leading alternative investment platforms and multi-asset family offices. In Part 2 of this exclusive interview, Allen opens up about what actually gets funded—and what doesn't.From seeding success stories like ActusRayPartners to walking away from hedge funds that overpromise, Allen provides a comprehensive masterclass on fund due diligence, allocator psychology, and why many managers fail to raise capital. If you’re a PM, IR, or fund marketer—this is must-watch content.
đź“Ś Chapters
00:00 – Intro: From macro to alpha—what makes a fund investable
00:42 – CTAs, macro pain, and the myth of diversification
03:08 – Are SMAs worth it? The pros, cons, and realities
06:16 – What SHK looks for when seeding a manager
07:25 – The ActusRayPartners success story: from seed to $1.4B
13:08 – Monthly report cards: pressure and opportunity
14:47 – Can emerging managers survive without pedigree?
15:33 – The red flags: false confidence, incomplete communication
16:58 – Why simulated track records are like self-made report cards
18:21 – What managers get wrong about risk
18:30 – "You must be self-aware": the real allocator edge
20:19 – Why performance alone doesn't raise capital / Business acumen: the blind spot for many PMs
22:29 – Final reflections: lessons from 23 years of allocating
24:32 – Golf and long term investing: "It's more about avoiding bad mistakes"
đź“… Recorded on 29 Apr, 2025
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