Crossroads: The Infrastructure Podcast

4.8 (8)
Investing
Updated Monthly

Podcast from the Infralogic editorial team exploring the latest news and trends in the acquisition and financing of energy and infrastructure real assets and companies.

3h ago

LS Power's Darpan Kapadia on data centers and the new power playbook

Natalie Boyer speaks with LS Power COO Darpan Kapadia about the mounting strain on the US power grid as data center demand surges. Kapadia discusses rising costs to build new power, the debate over who should pay for grid upgrades, investment opportunities across generation and transmission, and what it will take to build a reliable and affordable energy future.

34 min
May 22

Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing

Chris Ortega, Head of the Americas at Morgan Stanley Infrastructure Partners (MSIP), joins Crossroads to discuss the rise of mid-market infrastructure as a distinct and increasingly important investment strategy. He explains how the segment has evolved beyond size definitions to focus on sourcing and value creation. Ortega also explores how MSIP drives value through identifying businesses with robust, consistent earnings while preserving exit flexibility across a variety of financial and strategic buyers.

28 min
Apr 28

Harrison Street’s Hochanadel discusses how AI surge is cementing data center demand

Crossroads: The Infrastructure Podcast

31 min
Apr 17

Solomon Partners director Mike Mohamed discusses AI and the energy transition

Mike Mohamed, a director for Solomon Partners, focused on the energy transition, discusses the investment landscape for renewable energy.

31 min
Mar 24

Chris Creed from Galvanize joins the Crossroads podcast

Chris Creed from Galvanize Capital joins the Crossroads podcast to discuss the firm's strategy for growth credit opportunities in the infrastructure sector.

26 min
Mar 9

The current state of CCUS

Craig Frenette, senior VP in Brookfield's Renewable Power & Transition Group, discusses the current state of the carbon capture market.

23 min
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

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4.8

out of 5

8 Ratings

Podcast from the Infralogic editorial team exploring the latest news and trends in the acquisition and financing of energy and infrastructure real assets and companies.