In Episode #17 of IPE’s Leaders in Investment podcast series, Paul Clark, who recently retired from his position as Head of Real Assets Europe at AustralianSuper, discusses the changes he has seen in the industry over nearly 40 years, his certainty that the world’s great cities will survive and endure, and why global investors are likely to bring forward allocations to European real estate.

"It is an inevitable part of the human experience to gather together and exchange ideas."

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. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

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. 

In Episode #17 of IPE&rsquo;s Leaders in Investment podcast series, Paul Clark, who recently retired from his position as Head of Real Assets Europe at AustralianSuper, discusses the changes he has seen in the industry over nearly 40 years, his certainty that the world&rsquo;s great cities will survive and endure, and why global investors are likely to bring forward allocations to European real estate.
"It is an inevitable part of the human experience to gather together and exchange ideas."
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.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com.&nbsp;</a>

Leaders in Investment 
An IPE and IPE Real Assets podcast 

In this new 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.

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Capturing diversity of thinking towards mainstream and alternative investments, both liquid and illiquid, conversations will dive into investment governance, strategic and tactical asset allocation, implementation, in-house teams, manager hiring and firing, sustainability and how to deal with partners and stakeholders. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

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.

Our hosts
 Liam Kennedy – Editorial Director, IPE 
 Richard Lowe – Editor, IPE Real Assets

We would like to thank our partner  PGIM

Leaders in Investment An IPE and IPE Real Assets podcast 
In this new 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.
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Capturing diversity of thinking towards mainstream and alternative investments, both liquid and illiquid, conversations will dive into investment governance, strategic and tactical asset allocation, implementation, in-house teams, manager hiring and firing, sustainability and how to deal with partners and stakeholders. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
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.
Our hosts
<ul>
<li><a href="/liam-kennedy-biography/10069045.article"> Liam Kennedy – Editorial Director, IPE </a></li>
<li><a href="/richard-lowe-biography/10069054.article"> Richard Lowe – Editor, IPE Real Assets</a></li>
</ul>
We would like to thank our partner <a href="https://www.pgim.com/"> PGIM</a>

Leaders in Investment - IPE

Leaders in Investment An IPE and IPE Real Assets podcast 
In this new 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.
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Capturing diversity of thinking towards mainstream and alternative investments, both liquid and illiquid, conversations will dive into investment governance, strategic and tactical asset allocation, implementation, in-house teams, manager hiring and firing, sustainability and how to deal with partners and stakeholders. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
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.
Our hosts
<ul>
<li><a href="/liam-kennedy-biography/10069045.article"> Liam Kennedy – Editorial Director, IPE </a></li>
<li><a href="/richard-lowe-biography/10069054.article"> Richard Lowe – Editor, IPE Real Assets</a></li>
</ul>
We would like to thank our partner <a href="https://www.pgim.com/"> PGIM</a>

Leaders in Investment

#17 Leaders in Investment podcast: Paul Clark, Non-Executive Director and Senior Adviser, Former Head of Real Assets Europe, AustralianSuper

In conversation with Liam Kennedy, Editorial Director, IPE.

In this episode of IPE’s Leaders in Investment, Simon Pilcher, CEO of USS Investment Management, asset manager for the UK’s £77bn Universities Superannuation Scheme discusses their role as a universal owner, the advantages of running an open defined benefit scheme and successfully moving the scheme from a deficit position to a £10bn+ surplus. The discussion covers the fund’s high allocation to private markets and significant in-house investment capability which supports that; their decision to right-size investment risk by increasing exposure to rates and to inflation and their goal for its portfolio to be net carbon zero by 2050 or earlier.

This episode of Leaders in Investment is sponsored by PGIM.

“We need to get governments and regulators to make it not only financially viable for people to change, but also easy for people to change. Let's make it easy for people to decarbonise.”

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. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

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.

In conversation with Liam Kennedy, Editorial Director, IPE.
In this episode of IPE&rsquo;s Leaders in Investment, Simon Pilcher, CEO of USS Investment Management, asset manager for the UK&rsquo;s &pound;77bn Universities Superannuation Scheme discusses their role as a universal owner, the advantages of running an open defined benefit scheme and successfully moving the scheme from a deficit position to a &pound;10bn+ surplus. The discussion covers the fund&rsquo;s high allocation to private markets and significant in-house investment capability which supports that; their decision to right-size investment risk by increasing exposure to rates and to inflation and their goal for its portfolio to be net carbon zero by 2050 or earlier.
This episode of Leaders in Investment is sponsored by <a href="https://www.pgim.com/">PGIM.</a>
&ldquo;We need to get governments and regulators to make it not only financially viable for people to change, but also easy for people to change. Let's make it easy for people to decarbonise.&rdquo;
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.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com</a>.

#25 Leaders in Investment podcast: Simon Pilcher, Chief Executive Officer, USS Investment Management

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 library of in-depth, focused content. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

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.

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&rsquo;s &lsquo;full spectrum&rsquo; 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.
&ldquo;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.&rdquo;
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 library of in-depth, focused content.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com</a>.

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

In this episode of Leaders in Investment, Tom Mergaerts, CEO of Belgium’s not-for-profit Amonis pension discusses his investment philosophy, the dangers of inflation and his goal of making Amonis the provider of choice for all of Belgium’s self-employed liberal professionals.

Themes include the special duty to the self-employed, who have no employer or sponsor to fall back on; choosing allocation models that can provide forward-looking information; the ‘illusion’ of passive investing and his contrarian perspective on investing in private markets.

This episode of Leaders in Investment is sponsored by PGIM.

"Index investing is not passive. You can call it passive, but it's just someone else who decides what to buy."

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. 

Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.

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.

In this episode of Leaders in Investment, Tom Mergaerts, CEO of Belgium&rsquo;s not-for-profit Amonis pension discusses his investment philosophy, the dangers of inflation and his goal of making Amonis the provider of choice for all of Belgium&rsquo;s self-employed liberal professionals.
Themes include the special duty to the self-employed, who have no employer or sponsor to fall back on; choosing allocation models that can provide forward-looking information; the &lsquo;illusion&rsquo; of passive investing and his contrarian perspective on investing in private markets.
This episode of Leaders in Investment is sponsored by <a href="https://www.pgim.com/">PGIM.</a>
"Index investing is not passive. You can call it passive, but it's just someone else who decides what to buy."
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.&nbsp;
Conversations with chief investment officers and other asset-owner leaders will range across beliefs, objectives, investment philosophy, strategy and outlook. Engaging with asset owners both in Europe and beyond, this series will provide unique access to the thinking that guides their decisions.
If you like what you hear, do tell friends and colleagues, and please let us know us what you think by contacting us on <a href="mailto:podcasts@ipe.com">podcasts@ipe.com</a>.

#17 Leaders in Investment podcast: Paul Clark, Non-Executive Director and Senior Adviser, Former Head of Real Assets Europe, AustralianSuper

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