Ralph Cho
Co-CEO of Apterra Infrastructure Capital and longtime project finance banker with deep knowledge of North American project finance debt markets and lending trends.
Best podcasts with Ralph Cho
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12 snips
Jan 22, 2026 • 57min
Ep331: Cost of capital: 2026 outlook
Rubiao Song, Managing Director at J.P. Morgan, and Ralph Cho, Co-CEO of Apterra Infrastructure Capital, dive into the evolving landscape of tax equity and project financing. They share insights on the expected surge in tax equity and credit volumes for 2025, highlighting the emerging trends in solar-plus-storage. The conversation also covers the impact of new tax credits on financing structures, residential solar risks, and innovative developments in the tax equity market, while projecting a busy pipeline for 2026 amidst ongoing policy challenges.
12 snips
Jan 10, 2025 • 57min
Ep279: Cost of Capital: 2025 Outlook
In this discussion, guests Jack Cargas, Elizabeth Waters, Ralph Cho, and Rubiao Song—industry veterans in tax equity and project finance—delve into the burgeoning landscape of renewable energy financing. They reveal that tax capital for renewable projects is projected to soar to $33 billion by 2025. Key topics include navigating hybrid tax equity complexities, legal intricacies in project qualifications, and trends in solar financing shaped by tax incentives. They also explore the evolving lender dynamics in project finance amid changing market conditions.
