成立已有30个月的中国主权财富基金，周末邀请全球许多顶级财富管理人士到海南度假胜地出席一场会议，这一迹象表明中国在金融领域的信心正不断增强。
据一些参加者表示，为期两天、由中国投资公司(China Investment Corp)董事长楼继伟主持的这场会议，除了庆祝中投的业绩之外，似乎没有明确的议程。
其中一名参加者表示，会议旨在告诉外界，中投"对私人资本不感到紧张"。
楼继伟在开幕词中谈到了平衡投资与消费的重大意义，也谈到了面对不利的人口结构趋势进行投资的重要性。
中投负责管理中国庞大外汇储备中的2000亿美元，去年该基金实现17%的增值，使其成为表现最佳的主权基金之一。由于中投表现如此出色，今年该基金将得到多得多的资金。
"这是一场成年派对，"一名应邀从纽约前来赴会的人士表示。"如果说他们感到骄傲，那是理所当然的。他们做得很好。"
尽管这场会议是在美中在人民币币值问题上紧张加剧的大背景下举行的，但会上几乎没有正式讨论人民币问题。
会议以专家小组讨论为形式，主题包括私人股本、房地产、新兴市场、对冲基金以及不良债务，专家包括房地产巨头山姆・泽尔(Sam Zell)、百仕通(Blackstone)总裁托尼・詹姆斯(Tony James)――中投持有百仕通相当大股份、KKR的德里克・莫恩(Deryck Maughan)、不良资产投资高手威尔伯・罗斯(Wilbur Ross)，以及洛杉矶橡树资本管理(Oaktree Capital Management)主席马浩华(Howard Marks)。
包括Brevan Howard、Eton Park和Tudor Investments在内的对冲基金，以及摩根士丹利(Morgan Stanley)董事长麦晋桁(John Mack)等银行家也出席了会议。中投在摩根士丹利持有相当大股份。
与会的还有好几十名中投公司的人员，以及中国其它投资集团应邀参加的人员，这些集团包括中信资本(Citic Capital)和中金公司(CICC)。中金是一家合资的投行，摩根士丹利最近将其所持股份出售给KKR和TPG两家私人股本公司。
中投在会上表示，该公司无意改变战略，其目前战略包括大举投资于美元计价证券、大宗商品（包括能源）以及房地产领域。
译者/和风
http://www.ftchinese.com/story/001031948
China's sovereign wealth fund, now 30 months old, over the weekend invited many of the world's top money managers to a conference on the resort island of Hainan in a sign of growing Chinese confidence in finance.
The two-day conference, chaired by Lou Jiwei, head of China Investment Corp, seemed to have no overt agenda other than to celebrate CIC's performance, some participants said.
One participant said the conference was to inform people that CIC was not "nervous about private capital".
In Mr Lou's opening remarks, he spoke of the significance of balancing investment and consumption and about the importance of investment in the face of adverse demographics.
The fund, which has responsibility for $200bn of China's vast foreign reserves, registered a 17 per cent gain last year. That performance marks it as one of the top performing sovereign funds. Because it has done so well, CIC is receiving far more money this year.
"It was a coming out party," said one invitee from New York. "If they were proud, it was justified. They did very well."
Although the conference was held against the backdrop of increasing tensions between the US and China over the value of the renminbi, there was little formal discussion of the currency.
The conference was organised around panels on topics including private equity, real estate, emerging markets, hedge funds and distressed debt, with panellists including real estate magnate Sam Zell, Tony James, president of Blackstone Group (in which CIC has a big stake), Deryck Maughan of KKR, distressed investor Wilbur Ross, and Howard Marks, chairman of Oaktree Capital Management in Los Angeles.
Hedge funds, including Brevan Howard, Eton Park and Tudor Investments, were also there, as were bankers led by John Mack, chairman of Morgan Stanley, in which CIC also has a big stake.
Dozens of CIC staffers were in attendance as well as invitees from other Chinese investment groups such as Citic Capital and CICC, a joint venture investment bank in which Morgan Stanley recently sold its stake to private equity firms KKR and TPG.
CIC told the conference that it did not plan to change its strategy, which includes investing heavily in dollar-denominated securities, commodities including energy, and real estate.
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