Crossroads: The Infrastructure Podcast

Infralogic's Talya Misiri speaks with Cordiant's Steven Marshall about the firm's approach to data centre investment and the advantages of edge facilities in tier 2 markets.

Meridiam has invested in greenfield infrastructure in the US for over 15 years and this summer led the consortium (SR 400 Peach Partners) that closed financing for the USD 11bn SR 400 Express Lanes project in Georgia, one of the largest US P3s in history.Partner and COO for the Americas Omri Gainsburg joins Crossroads to share where the firm is looking for the next opportunity, how local authorities and the federal government can continue to support infrastructure development, and what LPs find attractive about his firm's approach to the US market.

QIC Partner Arash Shojaie discusses changes in the infrastructure sector, including shifting risk profiles and the conversion of infra, real estate, private equity and private credit.

Rob Horn, Global Head of Infrastructure and Asset-Based Credit at Blackstone, manages over $100 billion in capital. He delves into the booming private credit market, particularly for data centers and renewables, driven by strong demand and AI's impact. Horn highlights the essential role of natural gas in a balanced energy grid and discusses Blackstone's strategic investments in LNG. He emphasizes the flexibility of private capital solutions for companies, predicting a shift towards private markets for large-scale financing.

Chestnut Carbon CFO Greg Adams and Co-Head of Infrastructure Finance and Advisory at JP Morgan, Fuat Savas, discuss their recent pioneering forest carbon removal credit project financing.

Becky Diffen, head of the projects M&A team at Norton Rose Fulbright, talks about what to look for in renewable energy deal activity now that the One Big Beautiful Bill has been signed.

Izzet Bensusan, founder and CEO of energy transition investment firm Captona, joins the podcast to discuss how the One Big Beautiful Bill can create opportunities for investors in energy transition.

Crossroads welcomes Wafra MD and Head of Real Assets and Infrastructure Edward Tsai to discuss middle market infrastructure opportunities, the importance of ensuring supply chain resilience amidst geopolitical challenges and the New York-based investor’s asset leasing strategy.#investors #logistics #assetleasing #infrastructure

Macquarie Asset Management executives Aaron Rubin and Will Demas join Chuck Stanley on Crossroads, the infrastructure podcast, to discuss how changing market and policy trends in the US are guiding their investment strategy.#energy #renewables #naturalgas #datacenters #policy

With the One Big Beautiful Bill now signed into law, Segue Sustainable Infrastructure Managing Partner David Riester discusses the impact the legislation will have on renewable energy deployment.