Crossroads: The Infrastructure Podcast

4.8 (8)
INVESTING
UPDATED MONTHLY

Podcast from the Inframation editorial team exploring the latest news and trends in the acquisition of infrastructure operational assets and companies.

FEB 10

ITE’s Koenig says domestic manufacturing key for US transport assets

Jason Koenig, Co-Founder and Managing Partner at Industrial Transportation Equipment (ITE), discusses how the firm leverages operations, portfolio management and data to drive investment returns, and the intersection of real assets, data and mobility. Jason will also discuss how ITE uses a "hands-on" approach to cultivate relationships, mine analytics, and generate cash flow.

14 min
JAN 27

Sadek Wahba on democratizing infrastructure investment and the global Supercycle

I Squared Capital’s Chairman, Managing Partner and Founder, Sadek Wahba, joins Infralogic’s Crossroads podcast to discuss how democratizing access to infrastructure—especially through the wealth channel—is opening new mid‑market opportunities. He also shares his perspective on the sector's progress through the global “Supercycle” driven by decarbonization, digitization, and supply‑chain shifts. Wahba highlights how private capital is expanding the definition of infrastructure, the long‑term impact on the sector of rapid technological change, and how evolving US industrial policy will reshape the cost of capital and investor roles.

33 min
12/15/2025

Cordiant's Steven Marshall discusses data center investment

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.

27 min
12/12/2025

Meridiam exec discusses evolving American infrastructure opportunities

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.

23 min
12/05/2025

QIC's Arash Shojaie on infra's converging mandates

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.

28 min
11/04/2025

Blackstone's Rob Horn discusses private credit in infrastructure

Rob Horn, Global Head of Infrastructure and Asset Based Credit for Blackstone Credit and Insurance, discusses trends in private credit as well as the continued growth of data centers, LNG infrastructure, and renewables.

28 min
09/18/2025

JP Morgan, Chestnut Carbon discuss pioneering carbon credit project 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.

25 min
08/27/2025

Norton Rose partner discusses renewables M&A expectations post-OBBB

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.

29 min

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4.8

out of 5

8 Ratings

Podcast from the Inframation editorial team exploring the latest news and trends in the acquisition of infrastructure operational assets and companies.