Videos & Podcasts

Nuclear fusion — the energy revolution in development

It’s attracting billions in private investment because it promises to be the renewable power source that could propel the energy transition to full realization, producing massive amounts of carbon-free energy without radioactive waste or fears of meltdowns. We discuss fusion’s progress with Caroline Anderson of the Fusion Industry Association. (02/2025)

Industry voices on headwinds and tailwinds to watch for in 2025, Part 2

Nina Liu at Principal Asset Management, Michael Ryder at Igneo Infrastructure Partners, Marie-Liesse Marc at American Triple I, Silvia Ruiz at Ferrovial and Christopher Kane at CIG Companies, discuss challenges infrastructure investors could face in 2025, as well as trends and innovations that could present opportunities going forward. (02/2025) Watch part 1 of the video series here. 

Industry voices on key lessons and takeaways from 2024, Part 1

Michael Ryder at Igneo Infrastructure Partners, Nina Liu at Principal Asset Management, Marie-Liesse Marc at American Triple I, Silvia Ruiz at Ferrovial and Christopher Kane at CIG Companies sum up the most significant lessons, developments and milestones for the infrastructure asset class in 2024, and how these have set the stage for 2025. (02/2025)  

Newcore Capital’s Hugo Llewelyn on the importance of financial sustainability in infrastructure investment

Hugo Llewelyn, CEO of Newcore Capital, sits down with i3 editor Kali Persall to discuss what lessons can be learned from Thames Water, Britain’s largest water and wastewater company (which has come under fire for environmental pollution, a lack of infrastructure maintenance and financial mismanagement), and the role infrastructure investors have in managing essential assets responsibly. (02/2025)

Stantec's Josh Pirkl and Hydrock, now Stantec's Peter Sibley on the increasing role of nuclear in data center development

Josh Pirkl, mechanical senior project engineer at Stantec, and Peter Sibley, divisional director of nuclear management consultancy, at Hydrock, now Stantec, discuss ways developers can make data centers more sustainable, the advantages of nuclear energy for powering data centers, and key differences in how the United States and the United Kingdom are approaching data center design and nuclear utilization. (01/2025)

Hamilton Lane’s Brent Burnett on infra's widening investor base and U.S. election implications, Part 2

Brent Burnett, head of infrastructure and real assets at Hamilton Lane, sits down with i3 editor Kali Persall to discuss the key factors individual investors should consider when investing in infrastructure (compared with institutional investors), and how the outcome of the U.S. presidential election might impact infrastructure assets and sectors. (01/25)To watch part 1 of the video series, Hamilton Lane’s Brent Burnett on interest rates, inflation and valuations in the infrastructure asset class, Part 1, click here. 

Hamilton Lane's Brent Burnett on interest rates, inflation and valuations in the infrastructure asset class, Part 1

Brent Burnett, head of infrastructure and real assets at Hamilton Lane, sits down with i3 editor Kali Persall to discuss valuations and why, in light of interest rates and inflation coming down, infrastructure is still an asset class investors should be exploring. (12/24)

Schroders Greencoat's James Samworth on investing in the infrastructure of the energy transition

James Samworth, partner at Schroders Greencoat, sits down with i3 editor Kali Persall to discuss what makes investing in the energy transition so compelling for institutional investors, interesting investment sectors outside of wind and solar, new innovations and technologies that are driving success in the space, and challenges associated with the energy transition. (12/24)  

Hodes Weill's Mark Rudovic on key findings from the 2024 Institutional Infrastructure Allocations Monitor

Mark Rudovic, head of real assets at Hodes Weill & Associates, discusses risk and geographic preferences, portfolio allocations, investment management trends, and the role of various investment strategies and vehicles, which were presented in the second-annual Institutional Infrastructure Allocations Monitor. (12/24) The 2024 Infrastructure Allocations Monitor was published in partnership with the Cornell University’s Program in Infrastructure Policy. To read the report findings, click here.

Palistar Capital’s John Apostolides on closing the digital divide

John Apostolides, investment partner at Palistar Capital, sits down with i3 editor Kali Persall to discuss fiber’s role in bridging the digital divide, navigating overbuild and competition in the market, and how this technology can help create a more connected future. (12/24)