- wöchentlichErscheinungsrhythmus
- 26 mintypische Länge
- 22. Okt.letzte Folge
Folgenzu den neuesten
Stonepeak: ‘Power scarcity gave data centres their moat’
In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Stonepeak chairman, CEO and co-founder Michael Dorrell. Stonepeak is the seventh-largest manager in the world, according to our Infrastructure Investor 100
LP-leds rule by volume, but GP-leds are very sizeable
In this episode, editor-in-chief Bruno Alves sits down with Madeleine Farman, editor of affiliate title Secondaries Investor (https://www.secondariesinvestor.com/) and host of the Second Thoughts Podcast (https://www.secondariesinvestor.com
Actis: Investors need to think of growth markets as ‘most markets’
Editor-in-chief Bruno Alves sits down with Actis chairman and senior partner Torbjorn Caesar. In a wide-ranging discussion with the growth markets specialist, Caesar argues that perception of risk (versus real risk) is still the main impedi
Partners Group: ‘LPs need more regular liquidity than some historical strategies can offer’
In this episode, editor-in-chief Bruno Alves sits down with Partners Group (https://www.infrastructureinvestor.com/database/institution-profile/id/institution98coa/partners-group/gp-fund-managed)’s head of infrastructure, Esther Peiner. The
Slower dealflow is forcing people to think outside the box
In this episode, editor-in-chief Bruno Alves sits down with Nathalie Tidman, editor of Infrastructure Investor Deals (https://www.infrastructureinvestordeals.com/), our new transactions-focused affiliate title launched in January, and Ameri
AI, geopolitics and other takeaways from the Global Summit
Infrastructure Investor editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to discuss their main takeaways from the Infrastructure Investor Network’s Global Summit (https://www.peievents.com/en/event/infrastructure-inves
Infrastructure’s digital age
This episode is sponsored by Edmond de Rothschild and Palistar Capital Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centr
The three pillars of a ‘classic Blackstone infra deal’
In this episode, editor-in-chief Bruno Alves sits down with Blackstone (https://www.infrastructureinvestor.com/database/institution-profile/id/institution:98coo/blackstone/gp-fund-managed) global head of infrastructure Sean Klimczak. Infras
Is infra climbing up the risk curve?
As infrastructure changes and evolves as an asset class, we often discuss whether it’s become riskier. But what does "risker" actually mean? In this episode, editor-in-chief Bruno Alves, Americas editor Zak Bentley and Anne-Louise Stranne P
NYC BAM: ‘Infra has the best inflation passthrough in private markets’
Editor-in-chief Bruno Alves sits down with Petya Nikolova, deputy CIO and head of infrastructure at the Office of the New York City Comptroller’s Bureau of Asset Management. The Bureau oversees the investments of the five New York City reti
On the cusp of an infra ‘supercycle’
This episode is sponsored by Ridgewood Infrastructure and I Squared Capital The need for new infrastructure in markets like the United States is immense, and private capital has a big role to play in making it happen. The mid-market may be
Addressing the global energy ‘trilemma’
This episode is sponsored by Eurazeo and Actis Renewable energy is being deployed rapidly around the world, and various green industries are cropping up to take advantage of cleaner and cheaper power. The rollout of renewables is shaping ne
What’s next for infrastructure fundraising?
In this episode, Infrastructure Investor senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley take a deep dive into the infrastructure fundraising market. After two years of contracting totals, fundrais
The energy transition’s next era
This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from
Brookfield: ‘We can play in scale, even on day one’
In this episode, Infrastructure Investor senior editor Bruno Alves sits down with Hadley Peer Marshall, Brookfield Asset Management (https://www.infrastructureinvestor.com/database/institution-profile/id/institution:98cv2/Brookfield%20Asset
Is America’s energy transition safe in Trump’s hands?
This episode is sponsored by Nuveen and Igneo Infrastructure Partners With the American electorate recently handing the White House back to Donald Trump, it seems like an opportune time for Infrastructure Investor to unpack what it could al
Macquarie: ‘Investors wonder whether there is truly an ability to achieve a higher risk premium in Asia’
In this episode, senior editor Bruno Alves sits down with Verena Lim, CEO of Macquarie Group Asia, co-head of Asia-Pacific for Macquarie Asset Management Infrastructure, and head of investments for the Macquarie Asia-Pacific Infrastructure
How the II 100 has changed over the past decade
In this episode, senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley look back on how our Infrastructure Investor 100 ranking (https://www.infrastructureinvestor.com/ii-100-gip-a-part-of-blackrock-is-t
KKR: ‘We take a targeted-rifle approach’ to new strategies
In this episode, Infrastructure Investor senior editor Bruno Alves sits down with KKR global head of infrastructure Raj Agrawal. KKR’s infrastructure unit has been on a remarkable growth trajectory, from being the 17th largest infrastructur
Will the US ever truly embrace private infra financing?
In this episode, Infrastructure Investor senior editor Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of independent manager I Squared Capital (https://www.infrastructureinvestor.com/database/institution-prof
Has the UK water sector hit rock bottom?
In this episode, senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley discuss the latest developments affecting the UK water sector, following the publication of our September cover story (https://www.i
A deep dive into the AI infrastructure opportunity
In this first episode of The Infrastructure Investor Podcast, senior editor Bruno Alves catches up with Marc Ganzi, chief executive of DigitalBridge, the renowned digital infrastructure outfit and the only specialist manager in the top 10 o
The Infrastructure Investor Podcast trailer
Introducing The Infrastructure Investor Podcast, which delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis
