In Focus: Jamie Storrow on specialized fund managers Jamie Storrow, managing director and co-head of infrastructure at Northleaf Capital Partners, discusses how specialized fund managers can gain traction in the market, what investors want from specialized fund managers and what challenges specialized fund managers come up against when raising capital. (11/2019)
In Focus: Armin Sandhoevel on labor unions Armin Sandhoevel, chief investment officer, infrastructure equity at Allianz Global Investors, discusses the effects of the energy infrastructure boom on labor unions and why asset managers see them as an attractive investment partner. (11/2019)
In Focus: Matt Eastwick on renewable energy Matt Eastwick, CIO at CleanCapital, discusses renewable energy and specifically focuses on distributed solar and why it is an attractive opportunity for institutional investors. (11/2019)
Infrastructure Report: Why has everybody stopped talking about biofuels? Biofuels used to be a major talking point in conversations about renewables, but they seem to have disappeared from the scene as solar and wind power have escalated as clean energy sources. Why the silence about biofuels? Do they still have a future? Are there technological breakthroughs in the offing? Do investment opportunities exist? To learn more, we asked biofuel and biomass expert Naoko Ellis, professor of chemical and biological engineering at the University of British Columbia, to join us.…
Infrastructure Report: Microsoft spearheading high-speed rail plan for Northwest The US High Speed Rail Association is collaborating with Microsoft to produce the Cascadia Rail Summit at Microsoft headquarters in Redmond, Wash., to investigate the prospects of a so-called Cascadia Innovation Corridor rail system running from Vancouver, B.C., to Portland, Ore., with an eye toward creating a rival to Silicon Valley. A study completed in July 2019 by the Washington State Department of Transportation estimates that a state-of-the-art high-speed rail system would generate $355 billion in economic development for the…
In Focus: Sid Vittal on fat tail risk Sid Vittal, principal with Mercer Alternatives, discusses fat tail risk and the importance of prudent portfolio construction as a way to mitigate against fat tail risk. (10/2019)
Infrastructure Report: One man's quest to transform American energy Russell Gold, Wall Street Journal reporter and author of Superpower: One Man’s Quest to Transform American Energy, tells the story of Michael Skelly, an infrastructure builder who began working on wind energy in 2000 when many considered the industry a joke. Eight years later, Skelly helped build the second largest U.S. wind power company, which he sold for $2 billion. Wind power is no longer the butt of energy jokes, and Skelly is not done working on converting the U.S.…
In Focus: Catherine Helleux on renewables Catherine Helleux, head of transactions – Americas, at Allianz Global Investors, discusses the global outlook on renewables, i.e. which country is a leader in creating a favorable long-term investment environment for renewables, how that country's program compares with other major renewable investment markets, what the strengths and weaknesses of various renewables versus traditional energy is today and more. (09/2019)
Investor perspectives in infrastructure Investors perspectives is a webinar from 2019 that discussed where infrastructure investors are allocating capital and why leading up to IREI’s 2019 VIP infrastructure conference. (09/2019)
In Focus: Iftikhar Ahmed on the investor landscape Iftikhar Ahmen, associate partner, private equities and infrastructure at Aon Hewitt Investment Consulting, discusses the current infrastructure investor landscape and how it has changed over the past few years. (09/2019)