In this discussion, Luke Taylor, Co-President of Stonepeak, shares insights from his 20+ years in infrastructure investing, transitioning from a sheep farm to Wall Street. He explains the entrepreneurial journey that led to Stonepeak's impressive growth. Luke highlights the evolving landscape of infrastructure, noting its broader implications beyond traditional assets like roads and bridges. He discusses innovative value creation, the importance of logistics networks, and the potential of thematic investing in sectors like data centers, emphasizing the strategic development of private wealth access to infrastructure.
