Videos & Podcasts

In Focus: Adrian Mucalov on the investment outlook for hard assets (Part 1)

Adrian Mucalov, partner of infrastructure at Actis, discusses political risk in emerging markets, the role of private capital and why investors should consider greater allocations to emerging markets. (04/2021) This is part 1 of 2 in a video series. You can view part 2 here.

In Focus: Spence Clunie on opportunities and challenges in the European mid-market

Spence Clunie, managing partner at Ancala Partners, discusses what makes "counterintuitive investment opportunities" so attractive, and how a disciplined approach can help investors overcome challenges in the current market. (04/2021)

In Focus: Yousef Salama on building a culture of P3s in the United States

Yousef Salama, associate director of public-private partnerships (P3s) at Turner & Townsend, discusses why it is now more important than ever for public sector owners and private sector contractors to assemble integrated advisory teams that specialize in multiple areas of expertise. This recaps a special report with i3, titled Building a culture of P3s in the United States, which was authored by Salama in November 2020. You can read that here. (03/2021)

In Focus: Steve Bickerton on the energy transition in Asia

Steve Bickerton, senior managing director at Prostar Capital, discusses misconceptions about traditional energy assets, how different regions in Asia are approaching the energy transition and the role of government in this evolution. (03/2021)

In Focus: Dan Richardson on top data challenges for infrastructure investors: webinar recap

Dan Richardson, senior director at Mercatus, shares three key takeaways from the company's recent webinar  "Infrastructure Investor Data Challenges: See How You Compare." (03/2021) You can find the webinar, as well as Mercatus' recent Infrastructure Investor Data Management Survey 2021, at this link. This is part 2 of a series of 2. Click here for part 1.

In Focus: David Guarino on the state of the data center sector amid COVID-19

David Guarino, research analyst for data center and cell tower REITs at Green Street, discusses the main drivers of data center demand in 2020, the role of the private sector in 2021, how investors can participate in this market, and more. (02/2021)

How investment houses are creating digital IDs to ensure compliance and prevent fraud

Compliance measures ensuring you know the true identity of your customers and that they are not laundering ill-gotten gains requires a lot of documentation and creates a huge amount of friction and inefficiency, racking up costs at some firm as high as 18 percent of revenue. Today, though, new technologies are giving finance and investment firms the capability to put stronger compliance measures in place for far less cost. How so? Matthew Unger, founder and CEO of iComply explains. (02/2021)

In Focus: Dan Richardson on data management challenges in the private markets: webinar recap

Dan Richardson, senior director at Mercatus, discusses the three major challenges for executives in regards to data management. (02/2021) In this video interview, Richardson shares key takeaways from the company's latest webinar, "Infrastructure Investor Data Challenges: See How You Compare," and Infrastructure Investor Data Management Survey 2021, both of which you can find at this link. This is part 1 of a series of 2. Look out for part 2 in the coming weeks.

Digital Infrastructure Update and Market Outlook (Jan 2021)

Data centers and cell towers served as essential assets supporting our digital transformation throughout 2020.  Brandon Hunt, Portfolio Manager at Strategic Capital Fund Management, shares his insights on market trends, tenants and what the future may hold for these dynamic real assets. (02/2021) Read Investing in cell towers: 5G is expected to take them to new heights by Jim Condon, president of SCFM, and download this free Digital Infrastructure Update Third Quarter 2020 report for these answers and more.

In Focus: David Scaysbrook on investment options in the energy transition

David Scaysbrook, managing partner and co-founder of Quinbrook Infrastructure Partners, discusses surprising or overlooked areas of investment for institutional investors, key risks and opportunities arising from the energy transition and how investors can optimize their ESG and financial return objectives through the right manager strategy. (02/2021)