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Artwork for Crossroads: The Infrastructure Podcast

Crossroads: The Infrastructure Podcast

ION Analytics
Renewable Energy
Data Centers
Inflation Reduction Act
Energy Transition
Infrastructure
Distributed Generation
Public-Private Partnerships
Artificial Intelligence
Decarbonization
Offshore Wind
Infrastructure Investment
Private Credit
Private Equity
Solar Energy
Renewable Energy Insurance
Energy Policy
Inter-American Development Bank
Latin America
Transportation
Mergers and Acquisitions

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.

PublishesTwice monthlyEpisodes144Founded7 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for Crossroads: The Infrastructure Podcast

Latest Episodes

Kirkland & Ellis partner Kim McGrath joins the Crossroads podcast to discuss the rapidly evolving environment for data center finance, from ever-higher project dollar values and financing mechanisms, to an increasingly active market for stabilized as... more

Aligned Climate Capital's Peter Davidson discusses how state regulatory regimes guide growth of the distributed generation sector.

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 opportu... more

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 evo... more

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Recent Guests

Kim McGrath
Partner, Kirkland & Ellis
Kirkland & Ellis
Episode: State of play for data center finance with Kirkland & Ellis's Kim McGrath
Peter Davidson
CEO of Aligned Climate Capital
Aligned Climate Capital
Episode: Aligned’s CEO talks regulatory frameworks for distributed generation
Darpan Kapadia
Chief Operating Officer at LS Power
LS Power
Episode: LS Power's Darpan Kapadia on data centers and the new power playbook
Chris Ortega
Head of the Americas, Morgan Stanley Infrastructure Partners
Morgan Stanley Infrastructure Partners
Episode: Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing
Michael Hochanadel
Managing Director and Head of Digital Infrastructure
Harrison Street Asset Management
Episode: Harrison Street’s Hochanadel discusses how AI surge is cementing data center demand
Mike Mohamed
Director, Solomon Partners, Infrastructure, Power and Renewables Practice (Energy Transition)
Solomon Partners
Episode: Solomon Partners director Mike Mohamed discusses AI and the energy transition
Chris Creed
Managing Partner and Co-Head of Credit and Capital Solutions at Galvanize
Galvanize
Episode: Chis Creed from Galvanize joins the Crossroads podcast
Matthew Harvey
Executive at P. Jim's, leads global direct lending platform
P. Jim's
Episode: The current state of CCUS
Jason Koenig
Co-Founder and Managing Partner of ITE Management, focused on acquiring transportation and industrial assets
ITE Management
Episode: ITE’s Koenig says domestic manufacturing key for US transport assets

Hosts

Jonathan Carmody
Host of the podcast, Managing Editor for InfraLogic for the Americas; appears across multiple series and roles in InfraLogic/IP media.
Andrew Vitelli
Host of Crossroads: The Infrastructure Podcast with a focus on energy, infrastructure finance, and market structure.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#69
Hong Kong/Business/Investing
Apple Podcasts
#190
Hong Kong/Business

Talking Points

Recent interactions between the hosts and their guests.

State of play for data center finance with Kirkland & Ellis's Kim McGrath
Q: I'd love to start off by just asking you to briefly share your top line overview on how investors view opportunities in the data center and related sectors, and how do they weigh some of these big question marks surrounding the sector?
Investors remain bullish with robust demand across the lifecycle of data center transactions, and they're exploring creative financing and partnerships to address power, energy, and community considerations while pursuing large-scale deals.
Aligned’s CEO talks regulatory frameworks for distributed generation
Q: Could you speak a little bit about where distributed generation sits within the current US energy and power market?
DG sits as a fast, scalable solution to meet growing electricity demand, with a favorable position due to quicker interconnection and lower incremental cost compared to new utility-scale plants. The middle-market DG space, especially community solar, is the sweet spot because it serves both residential and business customers without roof-hosted installations, and it benefits from supportive but varied state policies.
Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing
Q: What factors drive exit options and how do you ensure LPs get full DPI?
We prioritize a clear exit pathway from the outset, target multiple potential buyers across strategic, financial, and other infrastructure funds, and emphasize full exits with DPI realized, rather than relying on continuation vehicles.
Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing
Q: How does Morgan Stanley Infrastructure Partners approach growth and value add in investments?
Growth is framed as value add, not just expansion. We focus on earnings durability, essentiality, and inflation protection, using long-dated contracts, development and construction where appropriate, and selective carve-outs to unlock additional value.
Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing
Q: Could you define the middle market in terms of enterprise value and fund size?
We usually think of funds around $2.5-3 billion on the low end to about $7-7.5 billion on the high end, which translates into target enterprise values roughly $500 million to $1.5 billion for portfolio companies.

Audience Metrics

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Frequently Asked Questions About Crossroads: The Infrastructure Podcast

What is Crossroads: The Infrastructure Podcast about and what kind of topics does it cover?

This program centers on infrastructure dealmaking, financing, and asset management, with a pronounced focus on mid-market and growth-oriented infra opportunities. Episodes regularly dissect investment theses around data centers, energy transition assets, transportation infrastructure, and private credit, often layering in policy shifts, capital formation, and deal dynamics affecting risk and returns. Across interviews, the conversations tend to emphasize how AI-driven demand, grid modernization, and regional diversification shape investment strategies, funding structures, and exits. A notable pattern is the blend of practitioner perspectives—from large asset managers and banks to law firms and specialized credit platforms—granting listeners... more

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Which podcasts are similar to Crossroads: The Infrastructure Podcast?

These podcasts share a similar audience with Crossroads: The Infrastructure Podcast:

1. Currents
2. The Infrastructure Investor Podcast
3. Switched On
4. Redefining Energy
5. Columbia Energy Exchange

How many episodes of Crossroads: The Infrastructure Podcast are there?

Crossroads: The Infrastructure Podcast launched 7 years ago and published 144 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Crossroads: The Infrastructure Podcast?

Recent guests on Crossroads: The Infrastructure Podcast include:

1. Kim McGrath
2. Peter Davidson
3. Darpan Kapadia
4. Chris Ortega
5. Michael Hochanadel
6. Mike Mohamed
7. Chris Creed
8. Matthew Harvey

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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