Animal Spirits Podcast

Talk Your Book: Infrastructure Investing

12 snips
Nov 11, 2024
Mark Gatto, Co-Founder and CEO of CION Investments, dives into the world of infrastructure investing alongside Jon Levin, CEO of GCM Grosvenor. They discuss the importance of infrastructure as a key component of a diversified portfolio and tackle the challenges of assessing private investments. The duo also highlights the impact of interest rates and political changes on investment strategies, emphasizing the need for transparency and alignment between individual and institutional investors. Their insights offer valuable guidance for anyone looking to navigate this complex asset class.
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INSIGHT

Infrastructure as an Asset Class

  • Infrastructure investments combine aspects of fixed income and equity, offering long-term cash flows and inflation protection.
  • The asset class is relatively new compared to private equity, presenting growth opportunities.
INSIGHT

Infrastructure Needs and Scope

  • Trillions of dollars are needed for infrastructure projects globally, requiring funding from various sources.
  • Infrastructure includes tangible assets and essential services, encompassing roads, airports, pipelines, and data centers.
ADVICE

Evaluating Infrastructure Investments

  • Advisors should diligently research and understand the underlying investment strategy of infrastructure funds.
  • Evaluate factors like liquidity features, minimums, and the manager's experience.
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