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)
In Focus: Dan Winters on the importance of ESG reporting Dan Winters, head of Americas at GRESB, discusses why ESG reporting is important, ESG status reports and if we have hit critical mass for data participation, which of E, S or G has the best reporting data/participation and is there a need for improvement. (09/2019)
In Focus: Mark Weisdorf on managing the manager Mark Weisdorf, managing partner of Mark Weisdorf Associates, discusses what the strengths and limitations are when it comes to the ILPA guidelines, as well as emerging examples of new terms and structures that managers are adopting to meet fund and joint venture investor demands. (08/2019)
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. *Note: AVAIO Capital is an infrastructure investment advisor focused on a value-added, middle-market, build-to-core strategy in the transportation, water, digital and energy sectors. (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)