Videos & Podcasts

Viewing All

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)

In Focus: Jared Waldron on transportation and renewable power

Jared Waldron, managing director, infrastructure at Northleaf Capital Partners, discusses the characteristics of the transportation and renewable power sub-sectors and why they offer attractive risk-adjusted returns for institutional investors. (01/2018)

Infrastructure Report: How the Trump plan treats private investors

The outline of an infrastructure plan has been drafted by the Trump administration, one year into his term. The six-page outline is thin on details, but news reports have indicated the administration will seek to offer $200 billion in grants over 10 years to leverage investment from state, local, and private sources, hoping to spur about $1 trillion total in spending. We are joined by Jim Ryan of Provasi Capital Partners to discuss the U.S. infrastructure outlook. (01/2018)

5 Questions with Steven Cornet

Steven Cornet, head of U.S. Research & Strategy at BlackRock Real Assets, speaks with Jonathan Schein, SVP and managing director of global business development at Institutional Real Estate, Inc., about the recently added real assets platform, global investments and changing expectations in the asset class, what specific markets and property types to invest in currently, what BlackRock is encouraging investors to do in the current market environment and more. (12/2017)
Forgot your username or password?