Crossroads: The Infrastructure Podcast

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.

Kevin Smith, CEO of renewable energy investor Arevon, discusses his firm's recent activities and the current investment climate.

Britta von Oesen, a partner and managing director at CRC-IB, discusses trends in renewable energy M&A and tax equity deals amid continuing uncertainty under a new administration.

Harrison Street Managing Director and Head of Digital Assets Michael Hochanadel explores retail colocation operators' big opportunity from the AI race, what the adoption curve for AI looks like and what that means for data center investors, what are the larger implications of AI software company DeepSeek's rise, how different pools of capital are shaping the data center industry and more.

Cintra CEO Andres Sacristan discusses the firm's portfolio of US managed lanes projects. He discusses how the managed lanes are performing, what is required to keep them operating at a high level, and how these projects will operate in concert with new transportation technology.

Gastón Astesiano, head of Public-Private Partnerships One-Stop Shop in the Infrastructure and Energy Sector at the Inter-American Development Bank (IDB), and Maria Pilar Castrosin, Senior Associate at IDB, shed light on the latest edition of Infrascope, showcasing advancements in Public-Private Partnerships (PPPs) for infrastructure development in Latin America and the Caribbean.

Jonah Goldman, Head of External Affairs and Impact for Generate Capital, shares insights from his extensive background in energy innovation. He discusses the impact of President Trump's Day One executive orders, particularly on renewable energy development and the implications for the Inflation Reduction Act. Goldman highlights the challenges and opportunities posed by shifting policies, including the role of AI and cleaner technologies like hydrogen. His reflections on balancing community and shareholder interests provide a nuanced view of the evolving energy landscape.

FiberLight's CEO Bill Major lays out the good, the bad and the ugly encompassing the enterprise fiberco industry - a sector that has seen various businesses struggle while opportunities still abound - and some of his company's immediate plans. The chief executive also takes a look at the data center industry through the lens of a fiber-optics network and why he is bullish on the Texas market for both data centers and fiberco's. Also, we hear some thoughts on a possible Texas market entrant that could have serious implications.