Videos & Podcasts

Hamilton Lane's Brent Burnett on interest rates, inflation and valuations in the infrastructure asset class, Part 1

Brent Burnett, head of infrastructure and real assets at Hamilton Lane, sits down with i3 editor Kali Persall to discuss valuations and why, in light of interest rates and inflation coming down, infrastructure is still an asset class investors should be exploring. (12/24)

Schroders Greencoat's James Samworth on investing in the infrastructure of the energy transition

James Samworth, partner at Schroders Greencoat, sits down with i3 editor Kali Persall to discuss what makes investing in the energy transition so compelling for institutional investors, interesting investment sectors outside of wind and solar, new innovations and technologies that are driving success in the space, and challenges associated with the energy transition. (12/24)  

Hodes Weill's Mark Rudovic on key findings from the 2024 Institutional Infrastructure Allocations Monitor

Mark Rudovic, head of real assets at Hodes Weill & Associates, discusses risk and geographic preferences, portfolio allocations, investment management trends, and the role of various investment strategies and vehicles, which were presented in the second-annual Institutional Infrastructure Allocations Monitor. (12/24) The 2024 Infrastructure Allocations Monitor was published in partnership with the Cornell University’s Program in Infrastructure Policy. To read the report findings, click here.

Palistar Capital’s John Apostolides on closing the digital divide

John Apostolides, investment partner at Palistar Capital, sits down with i3 editor Kali Persall to discuss fiber’s role in bridging the digital divide, navigating overbuild and competition in the market, and how this technology can help create a more connected future. (12/24)

Duff & Phelps Investment Management's David Grumhaus on how water infra investment can help address the global water crisis

David Grumhaus, president and CIO of Duff & Phelps Investment Management, joins i3 editor Kali Persall to discuss key factors contributing to the global water crisis, opportunities for investors in water infrastructure companies and expectations for the sector going forward. (11/2024)

H.I.G. Capital's Jack Macfarlane on value-add opportunities in the infrastructure middle market

Jack Macfarlane, a principal at H.I.G. Capital, sits down with i3 editor Kali Persall to discuss middle-market infrastructure performance in 2024, challenges and current trends influencing value-add investment strategies. (11/24) Jack attended IREI's VIP Infrastructure 2024 conference in Washington, D.C., on June 5-7. 

Author Spotlight: The trailblazers, heroes and crooks who will make you a better investor

Stephen Foerster — award-winning author and professor of finance at the Ivey Business School at Western University in London, Ontario, Canada — discusses his latest book, “Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor,” as well as his forthcoming biography of William Sharpe, the 1990 recipient of the Nobel Prize in Economics. (10/2024)

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)