Videos & Podcasts

Measuring fair value in unlisted infrastructure investments

A recent video produced by EDHECinfra discusses a unique model for measuring the fair value in private infrastructure investments. (07/2020)

Infrastructure Report: Digital assets today and into the future

What encompasses digital infrastructure assets? Why are they hot among investors? Who’s investing in them? And what does the future hold regarding their power and reach? Our guest, Brandon Hunt, portfolio manager at Strategic Capital Fund Management, tackles this wide-ranging subject. (07/2020)

In Focus: Hubert Danso on the AUDA-CBN 5% Infrastructure Investment Agenda

Hubert Danso, chairman of Africa Investor and the AUDA-Continental Business Network, discusses how the 5% Infrastructure Investment Agenda is addressing the infrastructure gap in Africa, and shares why it is an attractive platform for investors looking to increase their exposure in the region. (07/2020)

In Focus: Phoebe Smith on investing in smart cities' infrastructure

Phoebe Smith, investment director at Whitehelm Capital, discusses how investors can access smart city infrastructure investments, how this emerging asset class is faring in the COVID-19 crisis, and why it can be considered defensive. (06/2020)

Measuring risk in private infrastructure debt

A recent video produced by EDHECinfra discusses why traditional methods of measuring infra default debt are biased and shares a model that can make more targeted, objective predictions. (06/2020)

In Focus: Justin Bradburn on the distressed state of the aviation markets

Part 1 in series Justin Bradburn, principal at CarVal Investors, discusses how aviation markets have been affected by COVID-19. (06/2020) This is the first video in an interview series about the aviation market. Watch part 2 here.

In Focus: Bob Hinkle on energy efficiency as a service

Bob Hinkle, president and CEO of Metrus Energy, discusses how energy efficiency as a service works and details the financial and operational benefits of this unique financing model. (06/2020)

In Focus: Steve Bickerton on the midstream infrastructure sector

Steve Bickerton, senior managing director and founder of Prostar Capital, discusses the defensive nature of storage terminals, how natural gas midstream assets are faring in the current market, and shares long-term demand projections for oil and gas, given the ongoing transition to renewable energy. (05/2020)

Infrastructure Report: The opportunities in telecommunications and 5G

Matt Sandoval, managing director of Barings Private Equity Real Assets joins the program to discuss his organization’s recent decision to close two transactions involving the sale of telecommunications infrastructure and ground assets. But the company is back on the hunt for a new collection of telecom infrastructure assets, as well as assets related to transportation, water and energy holdings related to climate change, among other categories. He explains the current landscape for infrastructure investing. (05/2020)

In Focus: Dylan Foo on communications infrastructure

Dylan Foo, senior partner and co-head of infrastructure at Apollo Global Management, discusses the opportunities and risks in communications infrastructure, particularly in the context of the COVID-19 pandemic. (05/2020)