Videos & Podcasts

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)

QIC's Peggy Smyth and Helen McNamee on ESG best practices

Peggy Smyth, partner, and Helen McNamee, ESG/sustainability leader for North America at QIC, discuss how they approach and apply ESG principles in their work for QIC and its infrastructure investments. (07/2023) QIC, a long-term infrastructure investor with an established global platform, an active management approach, and a proven, 16-year track record, manages approximately $20 billion of assets across 23 investments globally.

Slate Asset Management's Christian Schmid on how EV charging adoption is being propelled by technical developments

Christian Schmid, managing director and global head of infrastructure at Slate Asset Management, discusses opportunities in the electric mobility space, why having effective charging infrastructure is key to electric vehicle rollout and what initiatives the firm is taking to install charging infrastructure in public spaces. (07/2023) Christian attended the VIP Infrastructure 2023 conference in Austin on June 6-8.

Arjun Infrastructure's Serkan Bahçeci on lessons learned within the infrastructure asset class

Serkan Bahçeci, partner and head of research at Arjun Infrastructure Partners, discusses interest rates, inflation protection, asset valuations and discount rates in the infrastructure asset class. (06/2023) Serkan attended the VIP Infrastructure 2023 conference in Austin on June 6-8.

Inside the Edition: Capitalizing on telecom’s massive digital divide

Kali Persall, editor of Institutional Investing in Infrastructure, highlights the July/August edition of the magazine, featuring stories on the huge global opportunities in telecommunications, as well as the deep pool of niche investment deals being tapped by middle-market funds. (06/2023)

India finally delivering on its economic promise

Ashish Singh, partner and head of India and Southeast Asia real estate at Actis, joins the program to discuss the economic progress being made by the Asian giant, and the infrastructure and real estate investment opportunities it is presenting for investors. (06/2023)

RENU Communities' Chris Gray on building out EV charging infrastructure

Chris Gray, CTO of RENU Communities, discusses obstacles to building EV charging at CRE developments, which types of  properties are better positioned for EV charging stations than others, how EV infrastructure meets the EPA’s federal vehicle emissions standards and more. (06/2023)

Major property investors taking money off the top

Victoria Stulgis, SVP of client operations at Black Bear Energy, joins the program to discuss her organization’s newly launched Solar Leaderboard Index, and the big organizations currently sitting atop movement toward rooftop solar to reduce costs or boost revenue. Think in terms of Prologis, Brookfield, AvalonBay and Blackstone. Stulgis explains. (05/2023)

Commerz Real's Yves-Maurice Radwan on agricultural solar

Yves-Maurice Radwan, head of green deal infrastructure at Commerz Real, discusses how relevant traditional buy-and-hold is for renewables investors in today’s market environment, the potential pitfalls of agrisolar and what added value growing renewables niches such as agrisolar or floating offshore wind can offer to investors. (05/2023)

CapitaLand’s Patrick Boocock on the rise of data centers in Asia Pacific

Patrick Boocock, CEO, private equity alternative assets at CapitaLand Investment, discusses what's driving demand for data centers in Asia Pacific, how data center investors and asset managers address sustainability, and more. (05/2023)