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قبل ٣ أيام

How the II 100 has changed over the past decade

In this episode, senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley look back on how our Infrastructure Investor 100 ranking of the largest infrastructure managers has changed over the past decade, following publication of the latest edition earlier this month. Comparing the 2024 edition to the 2014 one reveals a plethora of changes, including the ranking’s sevenfold growth, the rise of specialist strategies, the remarkable growth of some of the managers on it, the disappearance of about a third of the managers that used to feature on the ranking, and much more. Click here to see the full 2024 Infrastructure Investor 100 ranking

قبل ٣ أيام

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٢٠ من الدقائق
٣ جمادى الأولى

KKR: ‘We take a targeted-rifle approach’ to new strategies

In this episode, Infrastructure Investor senior editor Bruno Alves sits down with KKR global head of infrastructure Raj Agrawal. KKR’s infrastructure unit has been on a remarkable growth trajectory, from being the 17th largest infrastructure manager in the world in 2014 to becoming the third largest in our recently released Infrastructure Investor 100 ranking. During that time, it added to its global core-plus strategy by launching strategies dedicated to core infrastructure, the Asia-Pacific region and, more recently, its infrastructure-adjacent global climate strategy. Strategy building is thus at the heart of the discussion with Agrawal, as he details the four preconditions that have to be fulfilled before KKR launches a new strategy. He also discusses how the firm navigated high-profile departures, how it ensures team retention, why it eschews sector considerations and takes a risk-based approach to investing in the asset class, and he touches on the opportunity in industrial infrastructure.

٣ جمادى الأولى

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٣٣ من الدقائق
قبل يومين

Disruption Matters: Embarking on the next era of value creation

The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In the sixth and final episode of this season, we delve into how best to begin creating value using AI and other cutting-edge technology. It's no surprise that picking the right priorities is key, but so is staffing and senior management buy-in. With so many service providers, systems and apps in the market making so many promises, it's hard to imagine where to begin the process. While every GP and every portfolio company has unique needs and challenges, we offer the first principles that should guide listeners, no matter the size or strategy of the firm. Guests include Matt Katz, global head of data science at Blackstone; Chris Satchell, managing director of tech and digital at Clayton, Dubilier and Rice; Raj Kushwaha, co-head of value creation and chief digital officer at Warburg Pincus; Misha Logvinov, a managing director at MGX; Tim Kiely, operating principal at BayPine; Hoyoung Pak, global co-lead of the AI & Data Practice Group at AlixPartners; and Jason McDannold, Americas co-lead, Private Equity, at AlixPartners.

قبل يومين

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٢٩ من الدقائق
١٢ جمادى الأولى

How Next Gen Leaders see the future of the secondaries market

The lack of human capital has become one of the biggest challenges in the secondaries industry – a situation that could change as the sector gains appeal among young professionals. In this episode of Secondaries Investor's Second Thoughts podcast, we're joined by three young achievers who made it on the NextGen Leaders of Secondaries: Class of 2024 list, which features the most impressive secondaries professionals aged under 36. This year, we saw the highest number of submissions in the ranking’s history with almost 400 nominations. Our guests include Sijia Cai, partner at Davis Polk & Wardwell; Sabrina Harliman, vice president at TPG; and Josef Menasche, co-head of secondaries advisory at Goldman Sachs. They discuss current talent trends and how they think the secondaries market will evolve in the future.

١٢ جمادى الأولى

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٢٧ من الدقائق
٢٠ ربيع الأول

A deep dive into the AI infrastructure opportunity

In this first episode of The Infrastructure Investor Podcast, senior editor Bruno Alves catches up with Marc Ganzi, chief executive of DigitalBridge, the renowned digital infrastructure outfit and the only specialist manager in the top 10 of our II 100 ranking of the largest infrastructure managers in the world. With AI infrastructure generating record attention, Ganzi cuts through the hype to discuss what investors can expect from this multi-trillion-dollar tectonic shift, the opportunity in private cloud and the formidable resource bottlenecks data centre investments face. To hear more of our episodes, head to infrastructureinvestor.com/podcast or you can search and subscribe to The Infrastructure Investor Podcast wherever you like to listen.

٢٠ ربيع الأول

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٣٢ من الدقائق
١١ ربيع الآخر

Will the US ever truly embrace private infra financing?

In this episode, Infrastructure Investor senior editor Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of independent manager I Squared Capital. Top of the agenda is Wahba’s new book – Build: Investing in America’s Infrastructure – which chronicles the US’s underinvestment in infrastructure, contextualises the historical reasons for the dominance of public sector infrastructure financing, proposes a range of scenarios to increase private sector participation, and much more. In the discussion, Wahba shares his thoughts on what change could look like for the US infrastructure financing landscape, the political obstacles that stand in the way, the importance of the public sector being able to share on the upside, and, of course, how the outcome of the upcoming US election – including a potential second Trump presidency – could affect the asset class. To hear more of our episodes, head to infrastructureinvestor.com/podcast or you can search and subscribe to The Infrastructure Investor Podcast wherever you like to listen.

١١ ربيع الآخر

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٣٠ من الدقائق
٢٦ ربيع الآخر

Behind the numbers: Elevating transparency in private market valuations and benchmarking

This episode is sponsored by Scientific Infra and Private Assets Abhishek Gupta and Tim Whittaker from Scientific Infra and Private Assets discuss the growing demand within private markets for accurate and robust data. They explore solutions that can address these needs, ultimately providing the private markets with comprehensive, high-quality valuations and reliable benchmarks.

٢٦ ربيع الآخر

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٢٧ من الدقائق
٢٩ ربيع الآخر

Secondaries market on track to break records

Second Thoughts host Madeleine Farman and America's correspondent Hannah Zhang sit down to discuss the latest volume, fundraising and performance data coming through on the secondaries market and talk through the spaces to watch as activity surges towards the end of the year.

٢٩ ربيع الآخر

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٢٩ من الدقائق
١٤ ربيع الآخر

Disruption Matters: Optimizing talent for this new era

This episode is sponsored by AlixPartners The Disruption Matters special podcast miniseries is back for a third season, and this year, leading industry experts discuss how private markets can best use today’s technologies to create value. In this fifth episode, we discuss tech's role in recruiting, onboarding and developing talent. Along the way, we address how best to recruit Gen Z, the limits of AI in this particular arena and how tech is changing the nature of talent management as a discipline. With tech tackling so many of the rudimentary tasks around talent management, human capital professionals will be freed up to focus on the more complicated tasks around motivation, evaluation and leadership. In short, tech may make some duties simpler, but the key challenges of managing people will still need to be addressed by humans. Guests include Christopher P Trendler, managing director and head of portfolio talent at Madison Dearborn Partners; Nicole Jones, talent director, portfolio support group at Advent International; John Sander, principal, portfolio solutions at Lightyear Capital; and Ted Bililies, the global leader of transformative leadership at AlixPartners.Clips- Her. Spike Jonze, Annapurna Pictures, Warner Bros. Pictures- M3GAN. Akela Cooper, Universal Pictures

١٤ ربيع الآخر

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٢٣ من الدقائق
٤ جمادى الأولى

Missing targets and nature transition: Did COP16 meet investor expectations?

The global UN biodiversity summit delivered on the buzz – and had a huge private sector turnout. The overall outcomes, however, have been widely described as “a mixed bag” on the positive end of the scale, while many called it underwhelming. But investors did not leave Cali empty handed, with a flurry of announcements on nature transition plans, investment products, collective engagements and many discussions on scaling up private finance to help meet global biodiversity targets. In this episode, nature reporter Gina Gambetta talks to deputy editor Elza Holmstedt Pell about key developments for investors and shares insights from conversations with many of the market participants on the ground at COP16. The conversation also highlights what responsible investor community delegates thought was missing from the discussions. For example, several market participants RI spoke to thought they were too focused on disclosures.

٤ جمادى الأولى

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١٩ من الدقائق

PEI Group is a business intelligence company that informs and connects investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.

موقع الويب

أفضل البرامج

How the II 100 has changed over the past decade

KKR: ‘We take a targeted-rifle approach’ to new strategies

Disruption Matters: Embarking on the next era of value creation

How Next Gen Leaders see the future of the secondaries market

A deep dive into the AI infrastructure opportunity

Will the US ever truly embrace private infra financing?

Behind the numbers: Elevating transparency in private market valuations and benchmarking

Secondaries market on track to break records

Disruption Matters: Optimizing talent for this new era

Missing targets and nature transition: Did COP16 meet investor expectations?

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