Crossroads: The Infrastructure Podcast Crossroads: Apollo's Dylan Foo previews 2021 North America Infrastructure Investing
Jan 22, 2021
Dylan Foo, Senior Partner and Co-Head of Infrastructure at Apollo Global Management, shares insights on the landscape of U.S. infrastructure investing. He discusses the impact of President Biden's inauguration amidst the pandemic, highlighting the balance of defensive and offensive investment strategies. Foo explores trends in telecom with an emphasis on 5G and high valuations. He also delves into future prospects for transportation investments and opportunities in energy infrastructure and decarbonization, especially regarding public-private partnerships.
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2020 Infrastructure Stress Test
- Dylan Foo recalls 2020 as a stress test for infrastructure.
- Apollo focused on investor relations, defensive portfolio management, and offensive opportunistic investments.
5G Investment Opportunities
- Dylan Foo believes the telecom sector, specifically 5G, offers substantial investment opportunities.
- He suggests focusing on low- and mid-market platforms for better value creation through CapEx deployment.
Navigating High Valuations
- High valuations in infrastructure require investment discipline and creative structuring.
- Apollo uses corporate carve-outs and structured solutions to mitigate risk and enhance returns.