In Focus: Anish Butani on renewables Anish Butani, director at bfinance, discusses the evolution of renewables as an asset class, the changing economics and risk/reward spectrum in relation to renewable energy, and more. (08/2019)
In Focus: Mark McComiskey on development/construction risk Mark McComiskey, founding partner at AVAIO Capital, provides some tools on the ground that managers can implement to mitigate development/construction risk, as well as what investors should keep in mind to manage their expectations. (08/2019)
In Focus: Lars Pace on the current infrastructure market environment Lars Pace, principal, fund investment at Hamilton Lane, discusses the current fundraising environment and provides a look at the current market environment. (08/2019)
In Focus: Eddie Schultz on pricing valuation models Eddie Schultz, portfolio manager – real estate & real assets at Texas Municipal Retirement System, discusses pricing and valuation examined from brownfield to greenfield. (08/2019)
Infrastructure Report: Notes from the road with Chase McWhorter Chase McWhorter, managing director of Institutional Investing in Infrastructure, is back from a series of events, including the i3 Roundtable in New York City, VIP Infrastructure in Toronto, and the EQ Forum in San Francisco. He recounts the discussions for us. (07/2019)
Infrastructure Report: ESG’s evolution and uneven adoption ESG is now firmly established as an investor requirement of fund managers, but that adoption has not always been smooth. Efforts such as the Equilibrium Forum, an annual conference produced by Equilibrium Capital, provides investors, consultants and operators with an opportunity to share their ideas and experiences around ESG investing. Dave Chen, chairman of Equilibrium Capital, discusses key takeaways from the recently completed eighth annual Equilibrium Forum. (06/2019)
Infrastructure Report: Insights from the i3 roundtable Megafunds, late-cycle investing, style drift and the U.S.-China trade war are among the topics on the mind of Chase McWhorter, managing director of Institutional Investing in Infrastructure, as well as the minds of the investors he recently met with in New York City. (05/2019)
In Focus: François Bergere on renewable energy François Bergere, executive director at the Long-term Infrastructure Investors Association, discusses renewable energy from the advocacy perspective. (05/2019)
Infrastructure Report: Crowdfunding platforms move into the space Crowdfunding platforms have now set their sights on underwriting infrastructure projects, albeit modestly, having raised only about $600 million thus far, and the vast majority of that for the energy sector. Still, it is a new and growing effort that is being tracked by our guest, Kate Gasparro, a Ph.D. student at Stanford University. (04/2019)
Infrastructure Report: A privately funded high-speed passenger train in Texas Come 2025, travelers will be traveling between Dallas and Houston at upwards of 200 mph on Japanese manufactured trains as part of a roughly $17 billion project being entirely underwritten by private investors. What is the cost structure for the organization and what is its revenue model? What will it cost passengers? What ridership level is required to make a profit? Will the system compete with air travel? And what is it expected to do for surrounding real estate development…