Videos & Podcasts

KGAL's Thomas Engelmann on why the time is ripe for hydrogen investment

Thomas Engelmann, head of energy transition at KGAL, discusses how far hydrogen has come in terms of investability, which asset classes are concerned when discussing hydrogen infrastructure and why now is the opportune time to move into this promising asset class. (10/2023) To read more about KGAL's recent hydrogen infrastructure investments, click here. 

Harrison Street's Jim Hennessy and Carolyn Arida on social infrastructure

In a joint interview, Jim Hennessy, managing director and head of public-private partnerships at Harrison Street, and Carolyn Arida, managing director and head of utilities, discuss tailwinds within the social infrastructure market, lessons learned with regard to developing public-private partnerships, which types of utility investments are most exciting in the current market, and more. (10/2023) Read Jim and Carolyn's views on the role of P3s in infrastructure in the October 2022 issue of Institutional Investing in Infrastructure, or click here. 

AI comes to investment analysis

Ahmed AlNomany, founder and CEO of Batonics, has created an AI platform that conducts investment analysis with the promise of reducing overhead and inefficiencies, while allowing small investment houses to harness the same analytical power wielded by their much larger peers. He joins the program from his home base of Sweden. (10/2023)

NextEnergy Capital's Michael Bonte-Friedheim on solar’s role in the energy transition

Michael Bonte-Friedheim, group CEO and founder at NextEnergy Group, discusses how solar will contribute to the energy transition and why headwinds actually present opportunities for investors.  (10/2023)

Executives, companies, celebrities and the private jet business

Jordan Brown, CEO of Jet Agency, started washing planes and hitching flights at age 11. Today, he and others in the private aviation business are the recipients of an uptick in business because of the intermittent chaos plaguing the commercial air carriers. Plus, the luxury and amenities available on private aircraft isn’t bad either. (09/2023)

Vantage Infrastructure's Nick Cleary on how infra debt is unlocking energy-transition opportunities

Nick Cleary, senior partner at Vantage Infrastructure, discusses why infrastructure credit is a compelling investment strategy to access energy-transition opportunities, particularly in the U.S. mid-market space. (09/2023) Nick attended the VIP Infrastructure 2023 conference in Austin on June 6–8.

The big picture on infrastructure investing in energy, transportation, broadband and water

Stephen Dowd, CIO of private infrastructure strategies for CBRE Investment Management, brings investors up to date on some of the biggest and most gainful categories of infrastructure commitments. (09/2023)

Pantheon Ventures' Janice Ince on GP and LP trends in infrastructure secondaries

Janice Ince, a managing director in Pantheon Ventures' infrastructure investments group, discusses how pricing potential, an influx of supply and other are driving key factors are driving interest in the secondaries space. (09/2023) Janice attended the VIP Infrastructure conference in Austin on June 6-8, 2023.

Foresight Group's Edward Lloyd on investing in regionally focused funds

Edward Lloyd, deputy CEO (Australia) at Foresight Group, discusses how a local focus can help investors understand the nuances of their target markets, ensure on-the-ground expertise and drive success for infrastructure investments. (09/2023) Edward attended the VIP Infrastructure 2023 conference in Austin on June 6–8.

The fascinating and fast-growing market for undersea cables

There is no internet without undersea cables, which carry 99 percent of financial transaction and communication traffic. It’s a business expected to hit $11.5 billion by 2025. To illuminate on this invisible backbone of data infrastructure, the program is joined by Nicole Starosielski, NYU professor and author of the book The Undersea Network, and Lane Burdette, a research analyst at TeleGeography, an organization that consults with companies involved in undersea cable businesses. (08/2023)

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

Jack Macfarlane, principal, capital formation group at H.I.G. Capital, discusses how the rising interest rate environment is increasing the need for middle-market assets, how the middle-market offers a tailored approach to value-creation and why now is an opportune time to invest in middle-market infrastructure. (08/2023) Jack attended the VIP Infrastructure conference in Austin on June 6–8.

PATRIZIA's Tom Maher on mid-market infrastructure opportunities in the current environment 

Tom Maher, managing director, infrastructure at PATRIZIA, discusses how mid-market infrastructure businesses are creating investment opportunities in alignment with the key macro themes of decarbonization, digitalization, demographic change and climate change. (08/2023)

Ares Management's Kevin Chang on what's driving the infrastructure secondary market

Kevin Chang, managing director at Ares Management, discusses how the secondary market has become a necessary portfolio-management tool for investors in today’s fast-changing environment. (08/2023)

Warning: Water can be hazardous to your health and good for your investment portfolio

Water expert and investor Seth Siegel — author, lawyer, activist and serial entrepreneur — discusses the current state of the world’s water travails, where investment needs to be made, and how water shortages and pollution are threatening human health. (07/2023)

Igneo Infrastructure Partners' Hillary Ripley on investor trends globally

Hillary Ripley of Igneo Infrastructure Partners discusses how investors and advisers are thinking about their infrastructure investments and portfolios, how the denominator effect is impacting planning, concerns around current valuations and bright spots amid market challenges.  (07/2023)