Crossroads: The Infrastructure Podcast

Tiger Infrastructure Founder and CEO Emil Henry joins Crossroads: The infrastructure podcast to share the thinking behind his firm's "growth infrastructure" investment strategy. Tiger has committed capital to companies and assets in the digital infrastructure, energy transition, and transportation sectors across the Americas and Europe since being founded in 2010. Emil shares his thoughts on the success of his firm's investments to date and his unique perspectives on the future of middle-market infrastructure investing and the outlook for 2024 and beyond.

Don Dimitrievich, Senior Managing Director at Nuveen, discusses challenges in renewable energy, investor views on power generation, Nuveen's role in energy infrastructure, and impacts of the Inflation Reduction Act on renewable investments.

Infralogic's Chuck Stanley sat down with Harvard Business School Climate Fellow Gunther Glenk to discuss green hydrogen's potential role decarbonizing the economy.

The digital infra sector is at an inflection point. The massive scale at which data centers must now be built to accomodate AI and other data demanding applications is staggering. Project officials are weighing project finance to fund these projects while hedging risk with their partners. Fiber-optic companies are also assessing the financing mechanism to build backhaul and middle-mile routes.The Crossroads Podcast talks with GI Partners' Managing Director and co-Head of the Data Infrastructure Strategy Mark Prybutok on these issues and others, such as the various constraints developers are facing, the pullback in fiber-to-the-home passings, ABS and competing credit facilities, and the like.

The Crossroads podcast had a chance to catch up with Partners Group Managing Director and Global Co-Head of Business Development, Infrastructure, Irene Mavroyannis, to look at various GP trends in the infra market.Top of mind, Mavroyannis looks at why some GPs have shifted their strategy focus on the mega capitalization space over the last few years and what it has meant in terms of performance. Also, the Partners executive explores where fundraising is headed, how the LP denominator effect is still in play, surprise asset targets for 2024 and other issues.To listen to the Crossroads, click here.

Óscar Pérez, Partner at Qualitas Energy, discusses their re-entry into the US renewables sector after over a decade, focusing on private equity investments and infrastructure strategies in renewable energy. The podcast explores Qualitas Energy's journey in US renewables, the impact of the Inflation Reduction Act on investments, the acquisition of Heelstone Renewable Energy, and challenges in the renewable energy industry.

UBS Asset Management’s head of infrastructure research and strategy, Alex Leung, discusses the 2024 Infrastructure Outlook. Topics include investor enthusiasm, impact of elections on renewable energy, and the compounding effect on infrastructure activity. Emphasis on long-term trends, resilience of infrastructure sector, and the demand for cleaner energy amidst political uncertainty.

Will Smales, Partner and CIO at Morrison, discusses the intersection of digitalization and decarbonization in the infrastructure sector. They explore trends in energy transition and digital investments, focusing on data center customers driving renewables. The discussion also covers efficiency in data centers, renewable deployment based on location, and the resilience of infrastructure investments during economic challenges.

Bill Green, managing partner of Climate Adaptive Infrastructure, joins News Editor Andrew Vitelli to discuss his assessment of the energy transition and his firm's approach to climate investing.