Videos & Podcasts

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)

Duff & Phelps Investment Management's David Grumhaus on how water infra investment can help address the global water crisis

David Grumhaus, president and CIO of Duff & Phelps Investment Management, joins i3 editor Kali Persall to discuss key factors contributing to the global water crisis, opportunities for investors in water infrastructure companies and expectations for the sector going forward. (11/2024)

H.I.G. Capital's Jack Macfarlane on value-add opportunities in the infrastructure middle market

Jack Macfarlane, a principal at H.I.G. Capital, sits down with i3 editor Kali Persall to discuss middle-market infrastructure performance in 2024, challenges and current trends influencing value-add investment strategies. (11/24) Jack attended IREI's VIP Infrastructure 2024 conference in Washington, D.C., on June 5-7. 

Author Spotlight: The trailblazers, heroes and crooks who will make you a better investor

Stephen Foerster — award-winning author and professor of finance at the Ivey Business School at Western University in London, Ontario, Canada — discusses his latest book, “Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor,” as well as his forthcoming biography of William Sharpe, the 1990 recipient of the Nobel Prize in Economics. (10/2024)

Vantage Infrastructure's Nick Cleary on opportunities in the U.S. middle-market for infrastructure debt

Nick Cleary, senior partner at Vantage Infrastructure, sits down with i3 editor Kali Persall to discuss what makes the United States different than other markets for infrastructure debt, how strong U.S. investment growth is offering investors more choice and opportunity, and the various ways scale and complexity come together to drive value. (10/24) Read more on the topic in Vantage's sponsor interview, which appeared in the October issue of Institutional Investing in Infrastructure (i3), here.

Miniature nuclear power units for mining, military, microgrids and island nations

James Walker, a nuclear physicist and CEO of the company NANO Nuclear Energy, explains how his company is going small on nuclear energy with potentially big impacts. (10/2024)

Alcazar Energy's Daniel Calderon on key trends and tailwinds in emerging markets

Daniel Calderon, co-founder and managing partner at Alcazar Energy, sits down with i3 editor Kali Persall to discuss the rationale for investing in emerging markets such as the Western Balkans and why they present an untapped investment opportunity. (10/24)

abrdn's Josh Duitz on drivers of infrastructure growth

Josh Duitz, a portfolio manager at abrdn, joins i3 editor Kali Persall to discuss how infrastructure equities are poised to perform amid the ongoing energy transition, growth drivers and headwinds, and unexpected regions that are offering opportunities. (10/24) Read an expansion of this conversation in a “Shop talk Q&A” with Josh, published in the October issue of Institutional Investing in Infrastructure (i3), available here.

UBS Asset Management's Ann-Katrin Kaiser and Roland Hantke on how ELTIFs are unlocking private equity infrastructure opportunities

Ann-Katrin Kaiser, an investment specialist at UBS Asset Management, and Roland Hantke, portfolio manager at the firm, discuss attractive infrastructure investment opportunities in the current market environment and how the new European Long-Term Investment Fund (ELTIF) framework is unlocking private markets investment options for private wealth and retail investors. (09/2024)