#24 Leaders in Investment podcast: Manfred Brenner and Poul Thybo, CIO and Head of Investments respectively for Austrian pension fund APK

About this episode

Liam Kennedy speaks with Manfred Brenner and Poul Thybo about their investment strategies and views on technology and innovation.

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. This episode of Leaders in Investment is sponsored by UBS. “We started investing in venture to get exposure than to the new and at some time unproven technologies, but also to things that could be really disruptive.” n 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…

People in this episode

Host: Liam Kennedy

Guests: Manfred Brenner, Poul Thybo

Topics covered

• portfolio allocation
• strategic thinking
• technological breakthroughs
• private equity investing
• venture capital
• investment themes
• Chinese markets

Keywords

• investment
• technology
• venture capital
• private equity
• portfolio allocation
• Austrian pension fund
• risk management

Sponsors

UBS

Mentioned in this episode

Organizations: APK

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