Crossroads: The Infrastructure Podcast

Vertical Bridge CEO Ron Bizick surveys the macro tower industry with a particular focus on carrier budgets bringing good tidings, resilience from economic headwinds, financing trends and the company's progress on its equity raise process and plans for tapping the ABS market in 2025.

On the latest episode of the Crossroadshashta podcast, host Eva Llorens is joined by Manuel Quinche, partner in the Colombian offices of the Cuatrecasas law firm, to discuss the challenges and successes of public partnerships in Colombia under President Gustavo Petro.

Julien Dumoulin-Smith, a managing director and research analyst in Jefferies’ Power, Utilities, & Clean Energy Equity Research group, discusses the implications of The One, Big, Beautiful Bill on the energy and utilities sectors.

Pete Scherer and Dima Orendarets of the law firm of Ropes and Gray join Infralogic senior reporter Liam Ford to discuss recent developments in data center investment.

With growing global power demand, talks of shuttering power generation assets have waned. Perhaps no technology has been more positioned for closure in the US than coal, though global demand for the fossil fuel persists and new coal generation builds proliferate across the developing world. 8 Rivers Capital, the North Carolina-based technology provider and project developer, believes it has a scalable solution to decarbonize existing coal generation units. Damian Beauchamp, the CEO of 8 Rivers, spoke with Infralogic about the firm's plans to finance projects in coal decarbonization and ammonia production with carbon capture.

Derek Bentley, partner and head of energy transition at Solomon Partners, discusses his advice to clients amidst market uncertainty, and talks about where investors are finding opportunities.

Robert Shaw, managing director of CBRE Investment Management’s private infrastructure strategy, talks about where his firm is finding opportunities in the current investment environment, the strength of the mid-market space, and synergies with other CBRE strategies.

Hari Rajan, managing partner of Investcorp Corsair, joins the Crossroads podcast to discuss the investment outlook in infrastructure sectors such as ports, logistics and airports, and how macroeconomic conditions, such as tariffs, may impact these sectors. Rajan also discusses what the 'must have amenities are in new and redeveloped airport terminals.

Goldman Sachs MD and Head of Data Center Banking Alexander Tingle offers a view on how stabilized data center asset dealmaking could take off in the near future. He also explores how the absence of certain capital allocators in the data center market could shape the industry in the years to come; where things are headed for the IPO market and opportunities around next-gen workloads.

AIP Management Head of Investor Relations Amanda Tonsgaard and Co-head of Investments Domenico Tripodi discuss their firm's investments in the decarbonization space, and talk about how European investors are responding to the shift in American energy policy under President Donald Trump.