Videos & Podcasts

Viewing All

Digital Infrastructure Update and Market Outlook (Jan 2021)

Data centers and cell towers served as essential assets supporting our digital transformation throughout 2020.  Brandon Hunt, Portfolio Manager at Strategic Capital Fund Management, shares his insights on market trends, tenants and what the future may hold for these dynamic real assets. (02/2021) Read Investing in cell towers: 5G is expected to take them to new heights by Jim Condon, president of SCFM, and download this free Digital Infrastructure Update Third Quarter 2020 report for these answers and more.

In Focus: David Scaysbrook on investment options in the energy transition

David Scaysbrook, managing partner and co-founder of Quinbrook Infrastructure Partners, discusses surprising or overlooked areas of investment for institutional investors, key risks and opportunities arising from the energy transition and how investors can optimize their ESG and financial return objectives through the right manager strategy. (02/2021)

The hydrogen energy future and how to invest

The forever distant hydrogen economy is distant no more — it is now investable. But questions still swirl around this opportunity, such as: What advantages hydrogen offers vis-à-vis other renewables? How quickly will the hydrogen economy advance? Where does hydrogen fit into the energy matrix? Which organizations are at the forefront of research and investing? Joining the program are Janet Howard and Taleesha Thorogood of Fasken, a Canada-based law firm. (01/2021)

In Focus: Alex Leung on the private infrastructure sector moving into 2021

Alex Leung, infrastructure research analyst at UBS-Asset Management, discusses the role of the private sector in global infrastructure markets, how new government policies will incentivize private infrastructure spending and what the next wave of investments will look like in 2021. (01/2021) To read UBS' latest infrastructure outlook for 2021, click here.

Data centers move from real estate niche to center stage

It would be difficult to cite a real estate niche that has garnered more interest and performed better than data centers. But our guests, Casey Miller and Todd Kellenberger of Principal Real Estate Investors, argue that data centers have now moved from a niche real estate play to center stage in real estate portfolios. They join the program to make their case. (01/2021)

Next-generation infrastructure investing

What defines next-generation infrastructure investing? How does it differ from current infrastructure investing? What types of infrastructure are ripe for private investment? Two Brookfield Asset Management executives — Rob Bellinski, infrastructure investment specialist and senior analyst, and Leonardo Anguiano, managing director and portfolio manager — join the program to illuminate. (12/2020)
Forgot your username or password?