Videos & Podcasts

Editors’ Roundtable: May 2025

IREI editors convene to discuss internal and external issues of the day, and you’re invited to listen in. Joining the discussion is Loretta Clodfelter, the organization’s editorial director; Mike Consol, editor of Real Assets Adviser; Andrea Zander, editor of Institutional Real Estate Americas; Marek Handzel, editor of Institutional Real Estate Europe; and Kali Persall, editor of Institutional Investing in Infrastructure. (05/2025)

Author Spotlight: The Allocator’s Edge

Phil Huber, managing director and head of portfolio solutions for Cliffwater, an alternative investment adviser and fund manager, and author of the book “The Allocator’s Edge,” discusses alternative, secondaries, diversification and the overall messages contained in his book targeted at financial advisers. (05/2025)

Pennybacker's Sam Warfield on the potential impact of tariffs on infrastructure

Sam Warfield, head of infrastructure at Pennybacker, joins i3 editor Kali Persall to discuss the potential impact of recent tariffs on value-added infrastructure investment opportunities. (05/2025)

Platform Ventures’ Ariana Nelson on the growing interest in cold storage within investment portfolios

Ariana Nelson, senior vice president and head of investor relations at Platform Ventures, sits down with i3 editor Kali Persall to discuss what factors are driving the growing interest in cold storage within investment portfolios, how cold storage blurs the traditional boundaries between real estate and infrastructure, misconceptions about cold storage, and why it may be time to rethink the “alternative” investment label for this subasset class. (05/2025) Nelson’s recent article, The case for cold storage: Why the sector sits at the intersection…

Morrison's William Smales on the global surge in institutional interest in infrastructure

William Smales, partner and CIO at Morrison, joins i3 editor Kali Persall to discuss what's driving the surge in institutional interest in infrastructure globally, how institutional investors are balancing risk when allocating to infrastructure and how investor appetite for the sector might evolve in the coming years. (05/2025)

CEE Group's Ole Jürgens on the repowering of renewable assets

Ole Jürgens, head of project development at CEE Group, a company of Brookfield Asset Management, sits down with i3 editor Kali Persall to discuss why the repowering of renewable assets that have reached the end of their operational lives is attractive to institutional investors, what progress has been made in terms of combining recycling and sustainability with repowering, and what more can be done to make this practice more widespread. (04/2025)

Cloverlay's Kendra Corbett on the voluntary carbon market

Kendra Corbett, partner at Cloverlay, sits down with i3 editor Kali Persall to discuss the benefits of the voluntary carbon market, risks to buyers of voluntary carbon credits, and the pros and cons of the different types of projects and credits that are available in the voluntary market. (04/2025)

Tower Peak Partners' Anthony Catachanas on the industrial middle market and its intersection with infrastructure

Anthony Catachanas, founding partner and group CEO of Tower Peak Partners, sits down with i3 editor Kali Persall to discuss overarching trends in the industrial middle market, how multinational industrial companies are addressing climate change and approaching infrastructure sectors, and the outlook for the future. (04/2025)

Inside the Edition: Transportation still suffering COVID-19 symptoms

Kali Persall, editor of Institutional Investing in Infrastructure, reports the transportation sector continues to face roadblocks caused by the COVID-19 pandemic, even as there are prospects for a road to recovery in 2025? (03/2025)

EnCap Investments' Jim Hughes on taking the pulse of the U.S. energy transition, Part 2

Jim Hughes, managing partner at EnCap Investments Energy Transition, joins i3 editor Kali Persall to discuss how the U.S. political landscape might both positively and negatively impact investment opportunites surrounding the energy transition. (03/2025) To watch Part 1 in this video series, click here. 

EnCap Investments' Jim Hughes on taking the pulse of the U.S. energy transition, Part 1

Jim Hughes, managing partner at EnCap Investments Energy Transition, joins i3 editor Kali Persall to discuss general observations about the current U.S. macroeconomic background to the energy transition, demand drivers strengthening investment opportunities, demand/supply imbalances for power, bottlenecks in the U.S. energy value chain and more. (03/2025) To watch Part 2 in this video series, click here.   

Nuveen's Don Dimitrievich on non investment-grade energy infrastructure debt

Don Dimitrievich, portfolio manager for energy infrastructure credit at Nuveen, sits down with i3 editor Kali Persall to discuss the role non investment-grade energy infrastructure debt can play in filling capital needs driven by AI, manufacturing and electrification, and what key factors investors should consider when evaluating infra credit opportunities. (03/2025) Don's views were published as a "Market perspective" in the February issue of Institutional Investing in Infrastructure (i3). Click here to read the article titled, Powering returns: Why noninvestment-grade…

Spearmint Energy's Andrew Waranch on bringing awareness to battery energy storage

Andrew Waranch, founder, president and CEO of Spearmint Energy, sits down with i3 editor Kali Persall to discuss the company's new initiative to cover its battery energy storage system projects in local artwork, how the battery energy development market has grown in the past year, and the role BESS stands to play in the clean energy future. (03/2025)

Inside the Edition: Earning trust and the social license to operate

Kali Persall, editor of Institutional Investing in Infrastructure, discusses the reputational risk infrastructure projects sometimes face and the importance of earning trust by by engaging key community stakeholders. (02/2025)

MPC Capital's Constantin Baack on decarbonizing the shipping industry

Constantin Baack, CEO of MPC Capital, sits down with i3 editor Kali Persall to discuss key trends and challenges shaping the future of green shipping investments, how robust global regulatory measures can create favorable investment conditions, long- and short-term investment opportunities in global maritime infrastructure, and the role institutional investors can play in driving the transition to greener ships. (02/2025)