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In Focus: Jamie Storrow on mid-market infrastructure

Jamie Storrow, managing director and co-head of infrastructure at Northleaf Capital Partners, discusses mid-market infrastructure investing, how mid-market infrastructure investing differs from the large-cap part of the market, how to find good deals in the mid-market and more. (07/2018)

The Dohrmann Report: A report from VIP Infrastructure

Geoffrey Dohrmann, founder and CEO of Institutional Real Estate Inc., talks about the state of infrastructure investing on the heels of VIP Infrastructure (formerly known as Institutional Investing in Infrastructure) in Toronto, which brought together those actively — or contemplating — investing in the infrastructure asset class. (07/2018)

Infrastructure Report: Investors beware of style drift by assets managers

What is style drift, why does it happen to infrastructure asset managers and how can investors protect against it? Peter Hobbs, managing director of private markets in the London office of bfinance, joins us to discuss the topic, based on the Rethinking Real Assets report he co-authored. To access the report, use this link: https://bit.ly/2sCGMFP (06/2018)

In Focus: Alex Darden on major trends in the shipping industry (Part 3)

Alex Darden, partner and head of U.S. infrastructure at EQT Partners, discusses how the U.S. production profile is changing the development of liquid terminals and how bulk liquid trade will impact development of terminal and logistics investments in part three of a three-part video series. (05/2018)

In Focus: Simon Lack on the Shale Revolution in America

Simon Lack, CFA and managing partner at SL Advisors, discusses how the road to energy independence is being led by the Shale Revolution, and why investing in infrastructure is the best way to profit from the move to American Energy Independence. (03/2018)

In Focus: Rod Colwell on geothermal energy in the Salton Sea

Rod Colwell, CEO and founding director of Controlled Thermal Resources, discusses geothermal energy within the Salton Sea area of California, why geothermal energy is a good investment for investors and the future of the geothermal energy market. (03/2018) For more information on Controlled Thermal Resources' Hell's Kitchen Geothermal Project within the Salton Sea area of California, click here.

Report from Europe: Three prime factors of logistical success

A new report from Savills Investment Management concludes that technology, urbanization and globalization will determine the winners in Europe’s logistics sector. We are joined by Irfan Younus, the organization’s head of European research, to discuss the report’s findings. (02/2018)

In Focus: Ben Cook on U.S. exports

Ben Cook, portfolio manager at BP Capital Fund Advisors, discusses the recent events that have led to the opportunity for U.S. producers to increasingly serve the global market, the events creating the growing export market opportunities for the U.S. energy industry, recent trends in export volume growth, and more. (02/2018)

Infrastructure Report: Government regulation, espionage and infrastructure investing

The U.K. government has published proposals to strengthen its powers to review — and potentially block or unwind — infrastructure investments on national security grounds. What should investors and investment managers know about this process and how to manage it going forward? To explore the topic, our guest is Jenine Hulsmann, a partner at Clifford Chance, where she specializes in competition law and regulation, with a particular focus on energy and infrastructure sectors. (01/2018)
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