Videos & Podcasts

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)

In Focus: Ian Harding on managing infra investments across 'once-in-a-generation' crises

Ian Harding, co-managing partner at Arcus Infrastructure Partners, discusses key differences and similarities between the global financial crisis and the COVID-19 pandemic, how these crises have impacted the infrastructure market as a whole and how the role of asset management has changed as a result. (11/2020)

In Focus: Michael Albrecht on investing in the infrastructure middle market

Michael Albrecht, a managing partner at Ridgewood Infrastructure, discusses key attributes that make the infrastructure middle market attractive, critical challenges facing investors and new themes that are affecting this sector. (11/2020)  

The level of interest among institutional and private investors in the infrastructure space

What infrastructure categories are showing the greatest need for private participation? Where do the greatest opportunities for returns appear to be? What has been the biggest disappointment in recent years? To answer those questions, we turn to Tommaso Albanese, head of infrastructure at UBS Asset Management. As a bonus, stick around until the end of the podcast for some recommendations on the best Italian restaurants in London and Liverpool. (10/2020)

In Focus: John Ma on the state of the energy mix amid economic disruption

John Ma, director at First Sentier Investors (formerly First State Investments), discusses how economic disruptors such as the COVID-19 pandemic and the November election are impacting various U.S. energy markets and what this means for investors. (10/2020)

Infrastructure Report: New Mexico smart-grid project turns to private investors

The State of New Mexico is launching a “smart infrastructure” and carbon-neutral energy plan as part of its 2019 Energy Transition Act — and here is one of the best parts of the plan: The state aims to fund the entire $20 billion project with private investment. The project is being pursued through a partnership between two companies, one named The Agile Fractal Grid, the other is named Cityzenith. Our guests are the chief executives from those companies, John Reynolds…

In Focus: Tim Buchner on the growing challenges of data management within the private market sector

Tim Buchner, co-founder and chief business officer at Mercatus, discusses how executives are thinking about their data management strategies in the current market environment. (10/2020) This video interview was repurposed as part of a content-sharing relationship with Mercatus.

In Focus: Patrick Trears on infrastructure debt in the current market

Patrick Trears, partner and global head of infrastructure debt at AMP Capital, discusses how the different sectors are performing amid the pandemic and how market dislocation is leading to opportunities in the infrastructure asset class. (10/2020)

In Focus: Steve Bickerton on the latest in the midstream energy sector

Steve Bickerton, senior managing director at Prostar Capital, discusses why the midstream energy sector has stood up well against the effects of the pandemic. (09/2020) Watch Steve's previous video interview on the midstream energy market here.

In Focus: Anthony Hadley on growth drivers in the e-mobility market

Anthony Hadley, investment director at AMP Capital, discusses which markets are yielding the best opportunities for e-mobility investments and what investors can expect from this space over the long-term. (9/2020)

In Focus: Rory O'Connor on how to invest in renewables in the current market

Rory O'Connor, global CIO and head of Europe at BlackRock Renewable Power, discusses how investors can build portfolio resilience and capitalize on opportunities in a rapidly evolving market. (08/2020) To read BlackRock's "Winds of Change" white paper, click here.

Brandon Hunt on Digital Infrastructure 101

Digital Infrastructure assets like cell towers and data centers are integral in supporting our shift to digital platforms, 5G, cloud computing and more. Brandon Hunt, Portfolio Manager at Strategic Capital Fund Management, provides a foundational overview of these resilient, utility-like real assets. (08/2020) Download Brandon’s podcast “assets today and into the future.”

In Focus: Justin Bradburn on challenges and opportunities in the current aviation market

Part 2 in series Justin Bradburn, principal at CarVal Investors, discusses how the COVID-19 crisis has impacted companies that own aircraft, aircraft values, and the way investors are navigating this market. (08/2020) This is the second video in an interview series about the aviation market. Watch part 1 here.

Forecasting cash flow and dividends of private infrastructure companies

A recent video produced by EDHECinfra discusses how it studies the life cycle of hundreds of infrastructure companies to better understand how cash flows of such companies evolve over time. (08/2020)

Infrastructure Report: The urgent need for investment in Western U.S. water systems

Our guests, Christine Arbogast and Patrick O’Toole, recently wrote an opinion piece in the Reno Gazette Journal arguing it is time to invest in Western water infrastructure. Arbogast is president of the National Water Resources Association, and Patrick O’Toole is a cattle and sheep rancher from Wyoming and president of the Family Farm Alliance. What is the nature and scale of the western water infrastructure problem? What is the potential crisis in the event of inaction? Short of Congress acting…