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Animal Spirits Podcast

Talk Your Book: Infrastructure Investing

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.
40:27

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Quick takeaways

  • The podcast discusses the shift towards democratizing access to private investments, enabling individual investors greater participation in infrastructure asset classes.
  • Emphasizing the importance of education for advisors, the conversation highlights how understanding infrastructure investments can lead to better risk assessment and client guidance.

Deep dives

The Shift Toward Individual Investors

The podcast highlights a significant trend in the investment landscape where private investments are increasingly accessible to individual investors. Historically, institutional investors dominated the private asset market, allocating around 30% of their portfolios to such investments, while retail investors had little to no access. Recent shifts have led firms like Scion Investments to focus on individual investors, creating structures that streamline operations for financial advisors and clients. This evolution aims to democratize access to private investment opportunities, making them more user-friendly and aligned with the needs of retail investors.

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