In this episode of Leaders in Investment, IPE Editorial Director Liam Kennedy speaks with Manfred Brenner and Poul Thybo, CIO and Head of Investments respectively for Austrian pension fund APK
Manfred Brenner and Poul Thybo, CIO and Head of Investments respectively for Austrian pension fund APK discuss their portfolio allocation, strategic thinking across many asset classes, as well as their views on forthcoming technological breakthroughs.
Topics include their belief that investment in innovation and technology is essential for future returns; the fund’s ‘full spectrum’ approach to private equity investing; their growing allocation and approach to venture capital funds; taking risks on investment themes versus in single companies and being an early investor in Chinese markets.
“We started investing in venture to get exposure to new and unproven technologies, but also to things that could be really disruptive”
In this podcast series from IPE and IPE Real Assets, members of our editorial team speak to leading figures in the institutional investor community to curate a library of in-depth, focused content.
The result will be a valuable library of downloadable insights into what motivates both individuals, teams, boards and trustees as they set about achieving their long-term investment goals with a view to improving the retirement outcomes of hundreds of millions of pension holders.
Subscribe: Apple Podcasts, Spotify, Castbox, Podcast Addict, Podcast Republic, Goodpods, Overcast, Pocketcasts, RSS Feed.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on podcasts@ipe.com.
Thanks to UBS for sponsoring this episode.
No comments yet