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Scott Litman
Portfolio Manager at GCM Grosvenor. He discussed infrastructure investments, revenue drivers, and the risk/return profile for infrastructure investments.
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34 snips
Jun 30, 2025
• 33min
Talk Your Book: What Even Is Infrastructure?
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Scott Litman, a Portfolio Manager at GCM Grosvenor, dives into the world of infrastructure investments. He explores how private capital is transforming airport financing and examines revenue drivers and associated risks in the sector. The conversation highlights the importance of understanding liquidity, entry prices, and asset selection. Scott also breaks down the unique features of the Scion-Grosbner Infrastructure Fund, discussing opportunities for retail investors while emphasizing transparency in fee structures. It's a must-listen for anyone curious about investing in infrastructure!
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