Videos & Podcasts

What infrastructure executives have been discussing with us

Drew Campbell, senior editor of Institutional Investing in Infrastructure, offers a roundup of 2021 virtual roundtable meetings with industry executives, the upcoming live editorial advisory board meeting in Southern California, and highlights from the November edition of the magazine, as well as previewing the forthcoming December edition. (11/2021)

The global investment opportunity in rail

Gianluca Minella, head of infrastructure research at DWS Group, discusses infrastructure investing in rail and the indispensable role rail played in providing vital products during the pandemic, and the role it can play as a catalyst and beneficiary of the decarbonization trend, as governments adopt policies supporting passenger and freight rail over other modes of transport. What’s more, he says the post-COVID market may offer a good entry point for investors to acquire rail transportation assets. (11/2021)

Golding Capital Partners' Thilo Tecklenburg on coinvestment infrastructure funds

Thilo Tecklenburg, managing director at Golding Capital Partners, discusses how coinvestment infrastructure funds differ from other vehicles, what kinds of investors might prefer these funds, which markets and sub-asset classes are particularly attractive for coinvestments, and how ESG screening be implemented in coinvestment structures. (11/2021)

IREI's Chase McWhorter on inflation, the energy transition and other key topics

Chase McWhorter, managing director of Institutional Real Estate, Americas, and former managing director of Institutional Investing in Infrastructure (i3), gives a recap of the key themes and discussions from emerging from IREI’s weekly virtual roundtables. This month's conversations centered on inflation and the role of ESG, the shift from traditional energy sources, and more. (10/2021)

SS&C's Lisa Frantzen on infrastructure investing, ESG and data: forces changing how we live and do business

Lisa Frantzen, director of SS&C GlobeOp Private Markets, discusses trends in infrastructure investing, why ESG mandates matter to asset managers ,and the increasing role of data in the investments industry. (10/2021)

MSCI's Will Robson on private infrastructure’s role in a multi-asset-class portfolio

Will Robson, at MSCI, discusses some of the key points from a recent blog, Assessing Private Infrastructure in a Multi-Asset-Class Portfolio, such as misconceptions surrounding private infrastructure assets and how having the right data can help investors understand return characteristics and allocate capital. (10/2021) To read the blog, click here.  

Griffin Swinerton's Korin Crawford on forward-looking opportunities in infrastructure investing

Korin Crawford, executive vice president of Griffin Swinerton and Counselor of Real Estate (CRE), discusses the current $1t infra bill; the potential for the electrification of cities, renewable energy, building efficiency and broadband; shifting perspectives on 20th versus 21st century infrastructure investing, and more. (10/2021)

In Focus: Chase McWhorter on key themes and perspectives on real estate and infrastructure

Chase McWhorter, managing director of Institutional Real Estate, Americas and former managing director of Institutional Investing in Infrastructure (i3), discusses key themes emerging from in IREI’s virtual roundtables, such as how industry participants are managing risk around the pandemic, ESG considerations and how the investment community is taking a more holistic view of real assets. (09/2021)

In Focus: Drew Campbell on topics, trends and features in the September issue of i3

Drew Campbell, editor of Institutional Investing in Infrastructure (i3), discusses features in the September issue of i3, how these articles reflect broader market trends, and shares what readers can expect in i3's second special infra report, Innovation in Infrastructure Delivery, to be released in November. (09/2021) To download the September issue of i3, click here.

In Focus: NuView Trust's Jason Debono on the tax changes in the proposed House bill

Jason Debono, president at NuView Trust Co., discusses the new tax changes in the $3.5 trillion infrastructure bill proposed to the House and how those changes will effect those in the alternative asset space, specifically those dealing with retirement accounts investing into alternative assets. (09/2021)

Investing in the shipping and the high seas

What are the investment opportunities in shipping? What are the historic returns? Why do the Greeks still rule the high seas? What is the current state of the shipping business? What is the average lifespan of a container ship, oil tanker or cruise liner? What countries are the biggest manufacturers? Many questions but also many answers from our guest, Matthew Freeman, chief commercial officer at VesselsValue. (09/2021)

Time for investors to embrace digital infrastructure

The increasing use of data continues to transform businesses and consumer behavior around the world, whether it is the rollout of 5G, the growth of ecommerce, our increased reliance on the cloud or the development of artificial intelligence across industries, our need for data is always increasing. Thomas Liu, partner with Actis, makes his case for why investors should seize the opportunity posed by digital infrastructure. (09/2021)

Author Spotlight: Nine areas to invest during this era of climate change

Food, water and transportation are among the nine key investment areas highlighted in the book New Climate: A Sustainable Approach to Investing & Living in a New Climate, authored by program guest Scott Schwartz. He has been an investment adviser and financial analyst for more than 25 years, in additional to being an airline pilot, sailor and world traveler. Those land, sea and air activities has provided Schwartz with what he has called a three-dimensional global perspective on the changing…

Marine power moves closer to deployment and scalability

Tidal power is almost nonexistent along U.S. coastlines, even though the oceans’ ability to generate electricity is tremendous and continuous. That might be about to change. New advances in the design and operation of marine energy systems are promising to generate clean 24/7 energy from the free-flowing currents of ocean tides and rivers. We discuss the emerging industry with Dean Corren, chief technology officer at Verdant Power. (08/2021)

In Focus: Declan O'Brien on climate risk and the impact of carbon pricing on infrastructure assets

Declan O'Brien, head of infrastructure research and strategy at UBS Asset Management, discusses the future of carbon-trading markets, how infrastructure investors can tackle climate-related risks in their portfolios and more. (08/2021)