The Infrastructure Investor Podcast

PEI Group
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The Infrastructure Investor Podcast

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.

集數

  1. 10月14日

    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.

    30 分鐘

  2. 9月23日

    Has the UK water sector hit rock bottom?

    In this episode, senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley discuss the latest developments affecting the UK water sector, following the publication of our September cover story. That includes news of outreach to some of the industry’s biggest fund managers to inject equity into troubled utility Thames Water; worrying evidence of contagion from the Thames Water debacle for recent debt raises by some strong sector performers; a discussion on how to bring down the sector’s daunting debt pile; and much more. 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.

    24 分鐘

  3. 9月23日

    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.

    32 分鐘

  4. 9月16日

    The Infrastructure Investor Podcast trailer

    Introducing The Infrastructure Investor Podcast, which 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. To learn more and see all your subscription options, go to www.infrastructureinvestor.com/podcast

    1 分鐘
  • 共 4 集

簡介

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.

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