When I started in 2018, there seemed to be something different about our infrastructure clientele. We had six publication sponsors then, and we are up to 25 today. The growth of the platform was managed well, so we could grow at a solid pace while not losing sight of our mission or compromising our value. But what was it that was different? The answer was obvious: the quality of the room.
Every conversation with our infrastructure clients seemed to have a true problem-solving approach. It seemed that infrastructure was relatively new to the United States compared with our Europe counterparts, and there was a sense of a start-up mentality in the air. Topics of the 2018–2019 Editorial Advisory Board meeting included: Will valuations be challenged soon? What part of the cycle are we in? Is infrastructure a defensive investment? Are the definitions of core, core-plus and value-add getting fuzzy? Digital led many of the conversations, and it was discussed that a digital fund was