The Infrastructure Investor Podcast

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The Infrastructure Investor Podcast delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis from our award-winning team of journalists.

10 SEP

How to capitalise on transport’s mega-trends

This episode is sponsored by Antin Infrastructure Partners The infrastructure market is constantly evolving, with technological advancements, environmental concerns and shifting economic and demographic trends bringing significant changes to the transport sector. So staying on top of a series of mega-trends – such as decarbonisation and digitalisation – can unearth exciting investment opportunities. This episode focuses on key trends in the space and how investors can take advantage of them. Angelika Schöchlin, managing partner at Antin Infrastructure Partners, and Simon Soder, senior partner and head of the firm’s London office, cover everything from safety management infrastructure and high-speed rail to salmon farming, underlining the dynamic set opportunities within the transport sector.

23 min
8 SEP

Brookfield: Compute can be financed with infra cost of capital

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Sikander Rashid, global head of AI Infrastructure at Brookfield Asset Management. Brookfield is the largest manager in the world, according to our Infrastructure Investor 100 ranking. It also bills itself as the world’s “largest digital infrastructure investor – with more than $100 billion invested to date – and the world’s largest private capital investor in clean energy”. Both are handy as it launches its new AI infrastructure strategy. Unsurprisingly, we spend a lot of time talking about how that strategy will work, and why Brookfield decided to create it. A highlight of our conversation is how Brookfield intends to bring down the cost of capital for compute – via GPU-as-a-service, for example – and whether those investments will check the right infrastructure investment boxes. We also touch on the growing investment opportunity in stabilised data centres, digital sovereignty and much more.

31 min
20 AGO

How solid is infra’s fundraising recovery?

In this episode, editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to talk about the fundraising performance of the asset class during the first half of the year. With more than $134 billion raised for unlisted, closed-end funds, H1 2025 is already better than the whole of 2024. Our discussion delves into how solid the fundraising recovery is, the importance of the mega-funds, how metrics like time on the road have evolved, what fundraising for 2026 could look like, LP appetite, and much more.

20 min
31 JUL

Stonepeak: ‘Power scarcity gave data centres their moat’

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Stonepeak chairman, CEO and co-founder Michael Dorrell. Stonepeak is the seventh-largest manager in the world, according to our Infrastructure Investor 100 ranking, and Dorrell is a well-known industry veteran. So perhaps unsurprisingly, a large portion of our discussion focused on how the asset class has been evolving. For example, how strong are the moats of different types of infrastructure assets, and what’s the next best thing if they don’t have a strong moat? Why does Dorrell feel that a scarcity of power actually improved the moats and the longevity of contracts in the data centre sector? How is he feeling about the health of the US renewables sector? What thresholds had to be crossed for Stonepeak, a predominantly North America-focused investor, to branch out into other geographies? And much more.

35 min
26 JUN

LP-leds rule by volume, but GP-leds are very sizeable

In this episode, editor-in-chief Bruno Alves sits down with Madeleine Farman, editor of affiliate title Secondaries Investor and host of the Second Thoughts Podcast, as well as Americas editor Zak Bentley to talk about the infrastructure secondaries market. The discussion tracks the evolution of the burgeoning infrastructure secondaries market, the asset class’s best-in-class pricing compared to other private asset classes, how LP-led deals rule by volume but GP-led transactions end up being the most sizeable, the outsized role of continuation funds, the promise of the nascent buyer-led secondaries opportunity, and much more.

32 min
5 JUN

Actis: Investors need to think of growth markets as ‘most markets’

Editor-in-chief Bruno Alves sits down with Actis chairman and senior partner Torbjorn Caesar. In a wide-ranging discussion with the growth markets specialist, Caesar argues that perception of risk (versus real risk) is still the main impediment to channeling more infrastructure capital into these markets. He also explains why investors should think of growth markets as “most markets”, how strong demand for critical infrastructure offers the strongest risk mitigation, which markets offer the best opportunities, and much more.

26 min
21 MAY

Partners Group: ‘LPs need more regular liquidity than some historical strategies can offer’

In this episode, editor-in-chief Bruno Alves sits down with Partners Group’s head of infrastructure, Esther Peiner. The discussion covers a broad range of topics, including the recent Iberian blackout and the importance of resilience, how to invest through the current volatility, why managers have to think of a world where LPs need more regular access to liquidity, how persistent inflation could threaten the asset class's diversification benefits, and much more.

23 min
7 MAY

Slower dealflow is forcing people to think outside the box

In this episode, editor-in-chief Bruno Alves sits down with Nathalie Tidman, editor of Infrastructure Investor Deals, our new transactions-focused affiliate title launched in January, and Americas editor Zak Bentley, to talk about the deal landscape. The discussion delves into the slow pace of European M&A and why it predates current market volatility, why LPs are shying away from platforms dominated by early-stage pipelines, opportunities in the transport and energy-from-waste sectors, and the rise in infrastructure-adjacent opportunities.

23 min

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The Infrastructure Investor Podcast delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis from our award-winning team of journalists.