Scott Litman
Managing Director and Portfolio Manager at GCM Grosvenor (partnering with Scion Grosvenor on the infrastructure fund); featured to discuss infrastructure investing including data centers, airports, energy, and deal structures.
Best podcasts with Scott Litman
Ranked by the Snipd community
34 snips
Jun 30, 2025 • 33min
Talk Your Book: What Even Is Infrastructure?
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!
14 snips
Oct 13, 2025 • 32min
Talk Your Book: How Infrastructure Funds Work
Scott Litman, Managing Director at GCM Grosvenor, dives into the fascinating world of infrastructure investing. He discusses the surging demand for data centers, emphasizing the unique risks and opportunities they present. Scott also explores the divide between energy and digital infrastructure, forecasting a 15–20 year build-out phase. He reveals different access points for investors and the role of leverage in infrastructure deals. With insights on cash flows, yields, and deal sourcing, Litman provides a comprehensive look at why advisors are increasingly including infrastructure in alternative portfolios.
