Videos & Podcasts

Vantage Infrastructure's Nick Cleary on opportunities in the U.S. middle-market for infrastructure debt

Nick Cleary, senior partner at Vantage Infrastructure, sits down with i3 editor Kali Persall to discuss what makes the United States different than other markets for infrastructure debt, how strong U.S. investment growth is offering investors more choice and opportunity, and the various ways scale and complexity come together to drive value. (10/24) Read more on the topic in Vantage's sponsor interview, which appeared in the October issue of Institutional Investing in Infrastructure (i3), here.

Miniature nuclear power units for mining, military, microgrids and island nations

James Walker, a nuclear physicist and CEO of the company NANO Nuclear Energy, explains how his company is going small on nuclear energy with potentially big impacts. (10/2024)

Alcazar Energy's Daniel Calderon on key trends and tailwinds in emerging markets

Daniel Calderon, co-founder and managing partner at Alcazar Energy, sits down with i3 editor Kali Persall to discuss the rationale for investing in emerging markets such as the Western Balkans and why they present an untapped investment opportunity. (10/24)

abrdn's Josh Duitz on drivers of infrastructure growth

Josh Duitz, a portfolio manager at abrdn, joins i3 editor Kali Persall to discuss how infrastructure equities are poised to perform amid the ongoing energy transition, growth drivers and headwinds, and unexpected regions that are offering opportunities. (10/24) Read an expansion of this conversation in a “Shop talk Q&A” with Josh, published in the October issue of Institutional Investing in Infrastructure (i3), available here.

UBS Asset Management's Ann-Katrin Kaiser and Roland Hantke on how ELTIFs are unlocking private equity infrastructure opportunities

Ann-Katrin Kaiser, an investment specialist at UBS Asset Management, and Roland Hantke, portfolio manager at the firm, discuss attractive infrastructure investment opportunities in the current market environment and how the new European Long-Term Investment Fund (ELTIF) framework is unlocking private markets investment options for private wealth and retail investors. (09/2024)

CBRE Investment Management's Noi Spyratos on infrastructure 2.0 and resiliency in the asset class

Noi Spyratos, managing director and head of infrastructure portfolio management at CBRE Investment Management, sits down with i3 editor Kali Persall to discuss infrastructure 2.0 and what investors should care about when they look at the sector, opportunities in the fiber-to-the-home segment, resiliency in the asset class and her outlook for the future. (09/2024)

CIG Companies' Christopher Kane on trends in the solar and hydrogen industries

Christopher Kane, CIO of CIG Companies, sits down with i3 editor Kali Persall to discuss challenges and opportunities in the solar production industry, key considerations for selecting locations for hydrogen production facilities and more. (09/2024) Read Christopher's take on the benefits of microgrids in his recent commentary, “Keeping the lights on: Exploring the advantages of energy microgrids,” published in the September issue of Institutional Investing in Infrastructure (i3), here.

The financial opportunity between cell towers and property owners

What do cell companies pay property owners to station towers on their roofs? How do property investors maximize the value of their telecom assets. What are the unique attributes of telecom and digital infrastructure assets. And how many cell towers are there in the United States, and how many more are yet to come? Bernard Borghei, CEO of Symphony Wireless, has the answers. (08/2024)

The growing interest from LPs in the lower to middle market

Sam Warfield, head of infrastructure at Pennybacker, joins i3 editor Kali Persall to discuss what’s driving investor interest the lower to middle-market infrastructure space, concerns around deployments and exits from large cap funds, and opportunities. (08/2024) Sam attended REI's VIP Infrastructure 2024 conference in Washington, D.C., on June 5-7. 

Middleground Capital's Ryan McComb on the intersection of industrial companies and infrastructure

Ryan McComb, managing director at Middleground Capital, sits down with i3 editor Kali Persall to discuss how industrial companies are intersecting with infrastructure sectors such as solar, EVs, wastewater and data centers; changes in the infrastructure supply chain; and how portfolio companies are mitigating rising material costs and the impact of inflation. (08/2024)