Videos & Podcasts

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)

Phoenix Capital Group's Adam Ferrari on trends in the U.S. oil and gas industry

Adam Ferrari, CEO of Phoenix Capital Group, sits down with i3 editor Kali Persall to discuss how mergers and acquisitions, such as the recent ConocoPhillips-Marathon Oil merger, are impacting the oil and gas market, how nontraditional capital raises are filling gaps in the industry and trends to keep an eye on. (08/2024) For a deeper dive into Adam’s take on the oil and gas market, read his recent commentary, “Crude awakening: The vital role of oil and gas in meeting global…

Investcorp Corsair Infrastructure Partners' Hari Rajan on the outlook for the transport and logistics sector

Hari Rajan, managing partner at Investcorp Corsair Infrastructure Partners, sits down with i3 editor Kali Persall to discuss the opportunities and challenges for investing in transportation and logistics infrastructure assets in 2024, as well as key trends in public policy that are shaping the infrastructure asset class. (08/2024)

Affinius Capital's Geraldine Barlow on how economic and geopolitical trends are shaping strategies and sectors

Geraldine Barlow, managing director and head of infrastructure at Affinius Capital, discusses how economic trends related to growth, interest rates and inflation, and geopolitical trends are impacting the infrastructure asset class. (08/2024) Geraldine was a panelist at IREI's VIP Infrastructure 2024 conference in Washington, D.C., on June 5-7. 

Arjun Infrastructure's Serkan Bahçeci on macroeconomic trends and their implications for infrastructure investors

Serkan Bahçeci, head of research at Arjun Infrastructure, discusses macroeconomic trends such as diminishing population and GDP growth rates, return expectations in the infrastructure space, why he is anticipating a low-for-longer interest rate environment and more. (07/2024) Serkan was a panelist at IREI's VIP Infrastructure 2024 conference in Washington, D.C., on June 5-7. 

Harrison Street's Mike Hochanadel on identifying optimum markets for data center development and the crucial role of partnerships

Mike Hochanadel, managing director and head of digital assets at Harrison Street, sits down with i3 editor Kali Persall to discuss what makes certain locations for data center development more attractive than others, key risks to consider when entering a new market, the importance of partnerships in bringing projects to fruition and more. (07/2024)

Haynes Boone's Albert Tan on how subscription financing has become a useful tool for infra funds

Albert Tan, partner and co-head, fund finance at corporate law firm Haynes Boone, joins i3 editor Kali Persall to discuss how subscription financing works, how infrastructure funds are using it as part of their investment thesis and the outlook for the market moving into the second half of 2024. (07/2024)

U.S. power utilities find themselves at an inflection point

Tom Martin, leader of the data science team at E Source, an organization that helps solve the challenges facing power utilities, is our guest. He discusses the four major trends confronting utilities: environment responsibility, reliability and resiliency, customer equity, and financial stability. (07/2024)