Videos & Podcasts

Morrison's William Smales on the global surge in institutional interest in infrastructure

William Smales, partner and CIO at Morrison, joins i3 editor Kali Persall to discuss what's driving the surge in institutional interest in infrastructure globally, how institutional investors are balancing risk when allocating to infrastructure and how investor appetite for the sector might evolve in the coming years. (05/2025)

CEE Group's Ole Jürgens on the repowering of renewable assets

Ole Jürgens, head of project development at CEE Group, a company of Brookfield Asset Management, sits down with i3 editor Kali Persall to discuss why the repowering of renewable assets that have reached the end of their operational lives is attractive to institutional investors, what progress has been made in terms of combining recycling and sustainability with repowering, and what more can be done to make this practice more widespread. (04/2025)

Cloverlay's Kendra Corbett on the voluntary carbon market

Kendra Corbett, partner at Cloverlay, sits down with i3 editor Kali Persall to discuss the benefits of the voluntary carbon market, risks to buyers of voluntary carbon credits, and the pros and cons of the different types of projects and credits that are available in the voluntary market. (04/2025)

Tower Peak Partners' Anthony Catachanas on the industrial middle market and its intersection with infrastructure

Anthony Catachanas, founding partner and group CEO of Tower Peak Partners, sits down with i3 editor Kali Persall to discuss overarching trends in the industrial middle market, how multinational industrial companies are addressing climate change and approaching infrastructure sectors, and the outlook for the future. (04/2025)

EnCap Investments' Jim Hughes on taking the pulse of the U.S. energy transition, Part 2

Jim Hughes, managing partner at EnCap Investments Energy Transition, joins i3 editor Kali Persall to discuss how the U.S. political landscape might both positively and negatively impact investment opportunites surrounding the energy transition. (03/2025) To watch Part 1 in this video series, click here. 

EnCap Investments' Jim Hughes on taking the pulse of the U.S. energy transition, Part 1

Jim Hughes, managing partner at EnCap Investments Energy Transition, joins i3 editor Kali Persall to discuss general observations about the current U.S. macroeconomic background to the energy transition, demand drivers strengthening investment opportunities, demand/supply imbalances for power, bottlenecks in the U.S. energy value chain and more. (03/2025) To watch Part 2 in this video series, click here.   

Nuveen's Don Dimitrievich on non investment-grade energy infrastructure debt

Don Dimitrievich, portfolio manager for energy infrastructure credit at Nuveen, sits down with i3 editor Kali Persall to discuss the role non investment-grade energy infrastructure debt can play in filling capital needs driven by AI, manufacturing and electrification, and what key factors investors should consider when evaluating infra credit opportunities. (03/2025) Don's views were published as a "Market perspective" in the February issue of Institutional Investing in Infrastructure (i3). Click here to read the article titled, Powering returns: Why noninvestment-grade…

Spearmint Energy's Andrew Waranch on bringing awareness to battery energy storage

Andrew Waranch, founder, president and CEO of Spearmint Energy, sits down with i3 editor Kali Persall to discuss the company's new initiative to cover its battery energy storage system projects in local artwork, how the battery energy development market has grown in the past year, and the role BESS stands to play in the clean energy future. (03/2025)

MPC Capital's Constantin Baack on decarbonizing the shipping industry

Constantin Baack, CEO of MPC Capital, sits down with i3 editor Kali Persall to discuss key trends and challenges shaping the future of green shipping investments, how robust global regulatory measures can create favorable investment conditions, long- and short-term investment opportunities in global maritime infrastructure, and the role institutional investors can play in driving the transition to greener ships. (02/2025)

Industry voices on headwinds and tailwinds to watch for in 2025, Part 2

Nina Liu at Principal Asset Management, Michael Ryder at Igneo Infrastructure Partners, Marie-Liesse Marc at American Triple I, Silvia Ruiz at Ferrovial and Christopher Kane at CIG Companies, discuss challenges infrastructure investors could face in 2025, as well as trends and innovations that could present opportunities going forward. (02/2025) Watch part 1 of the video series here. 

Industry voices on key lessons and takeaways from 2024, Part 1

Michael Ryder at Igneo Infrastructure Partners, Nina Liu at Principal Asset Management, Marie-Liesse Marc at American Triple I, Silvia Ruiz at Ferrovial and Christopher Kane at CIG Companies sum up the most significant lessons, developments and milestones for the infrastructure asset class in 2024, and how these have set the stage for 2025. (02/2025)  

Newcore Capital’s Hugo Llewelyn on the importance of financial sustainability in infrastructure investment

Hugo Llewelyn, CEO of Newcore Capital, sits down with i3 editor Kali Persall to discuss what lessons can be learned from Thames Water, Britain’s largest water and wastewater company (which has come under fire for environmental pollution, a lack of infrastructure maintenance and financial mismanagement), and the role infrastructure investors have in managing essential assets responsibly. (02/2025)

Stantec's Josh Pirkl and Hydrock, now Stantec's Peter Sibley on the increasing role of nuclear in data center development

Josh Pirkl, mechanical senior project engineer at Stantec, and Peter Sibley, divisional director of nuclear management consultancy, at Hydrock, now Stantec, discuss ways developers can make data centers more sustainable, the advantages of nuclear energy for powering data centers, and key differences in how the United States and the United Kingdom are approaching data center design and nuclear utilization. (01/2025)

Hamilton Lane’s Brent Burnett on infra's widening investor base and U.S. election implications, Part 2

Brent Burnett, head of infrastructure and real assets at Hamilton Lane, sits down with i3 editor Kali Persall to discuss the key factors individual investors should consider when investing in infrastructure (compared with institutional investors), and how the outcome of the U.S. presidential election might impact infrastructure assets and sectors. (01/25)To watch part 1 of the video series, Hamilton Lane’s Brent Burnett on interest rates, inflation and valuations in the infrastructure asset class, Part 1, click here. 

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)