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The Infrastructure Investor Podcast

PEI Group
Renewable Energy
Data Centers
AI Infrastructure
Infrastructure Investment
Energy Transition
Digital Infrastructure
Artificial Intelligence
Private Equity
Infrastructure Fundraising
UK Water Sector
Investment Strategies
Infrastructure Debt
Decarbonization
Digitalization
KKR
U.S. Infrastructure
Fundraising
Geopolitics
Inflation Reduction Act
Public-Private Partnerships

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. Visit infrastructureinvestor.com for more on the sector.

PublishesTwice monthlyEpisodes40Founded2 years ago
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BusinessNewsBusiness NewsInvesting

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Latest Episodes

In this special episode based on a keynote interview on 25 March at our Global Summit in Berlin – editor-in-chief Bruno Alves sits down with Marc Ganzi, chief executive of DigitalBridge.

The discussion touched on concerns about AI data‑centre obsole... more

In this special episode – based on a keynote interview done on 24 March at our Global Summit in Berlin – editor-in-chief Bruno Alves sits down with Sean Klimczak, Blackstone’s global head of infrastructure.

As the world’s largest investor in data ce... more

In this episode, editor-in-chief Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of I Squared Capital.

Sadek returns to the podcast to tackle a broad range of subjects, including I Squared’s cautious approach to invest... more

Infrastructure Investor’s Global Summit, our flagship gathering in Berlin, attracted around 3,500 members this March for a week of networking and agenda-setting discussions, where the digital revolution, energy transition and a wealth of other topics... more

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Recent Guests

Niall Mills
Global Head of Igneo Infrastructure Partners
Igneo Infrastructure Partners
Episode: Igneo: 'I don’t want to be on the phone to clients explaining why our valuations dropped'
Joost Bergsma
Global Head of Clean Energy at Nuveen Infrastructure
Nuveen Infrastructure
Episode: Green energy investors brush off geopolitical turmoil
Ross Posner
Managing Partner at Ridgewood Infrastructure
Ridgewood Infrastructure
Episode: Mid-market muscle: How smaller deals are powering the next US infrastructure boom
Gautam Bhandari
Managing Partner at I Squared Capital
I Squared Capital
Episode: Mid-market muscle: How smaller deals are powering the next US infrastructure boom
Doug Kimmelman
Founder and executive chairman of Energy Capital Partners
Energy Capital Partners
Episode: ECP: US needs up to 400GW - ‘that’s not going to happen overnight’
Waldemar Szlezak
Global Head of Digital Infrastructure at KKR
KKR
Episode: KKR: Parts of AI market running ‘a bit hot’ in one of tech’s fastest capex cycles
Della Wang
Director for Responsible Investment at Fengate
Fengate Asset Management
Episode: Forging ahead with sustainability against political headwinds
Neil Krawitz
Partner and Head of ESG and Asset Management at Arcus
Arcus Infrastructure Partners
Episode: Forging ahead with sustainability against political headwinds
Angelika Schöchlin
Managing partner at Antin Infrastructure Partners
Antin Infrastructure Partners
Episode: How to capitalise on transport’s mega-trends

Host

Bruno Alves
Editor-in-Chief of Infrastructure Investor; Host/Narrator for multiple episodes

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

Igneo: 'I don’t want to be on the phone to clients explaining why our valuations dropped'
Q: How do you view the balance between buying well, optimizing, and exiting well in a portfolio of assets?
It's a mixture; buying well and timing are both critical, but long-term, hands-on management and disciplined structuring of financing were key to delivering strong exits and value creation.
Igneo: 'I don’t want to be on the phone to clients explaining why our valuations dropped'
Q: Why do you perform quarterly independent valuations, and where did that idea come from?
The quarterly valuations arose from market questions and the need to build LP trust; Igneo rotates valuers to avoid bias and to maintain transparency, which has helped sustain a premium in valuations over the long term.
Brookfield: Compute can be financed with infra cost of capital
Q: What are the key characteristics of stabilized data centers?
Stabilized data centers must have solid cash flow profiles, be located in high-demand areas, and possess long-term contracts with credible firms.
Brookfield: Compute can be financed with infra cost of capital
Q: How does Brookfield view the contractual frameworks associated with GPU as a service?
Brookfield anticipates that frameworks will need to evolve to reduce the high cost of capital currently associated with compute infrastructure.
Brookfield: Compute can be financed with infra cost of capital
Q: What are the key categories in Brookfield's AI infrastructure strategy?
The strategy includes data centers, behind-the-meter power, compute infrastructure, and various initiatives across the AI value chain.

Audience Metrics

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Frequently Asked Questions About The Infrastructure Investor Podcast

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

The series focuses on private infrastructure investment, featuring interviews with senior executives, fund managers, and industry leaders who shape capital allocation across energy, transportation, digital infrastructure, and related sectors. Across episodes, conversations emphasize energy transition, data centers, renewables, and the evolving fundraising landscape for infrastructure funds, with a pragmatic lens on policy shifts, macro risk, and the balance between long-term resilience and opportunistic bets. A standout is the breadth of perspectives from global investment firms and energy players, offering actionable takeaways for investors, operators, and sponsors exploring infrastructure opportunities. Potential listeners include senior ... more

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Which podcasts are similar to The Infrastructure Investor Podcast?

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

1. Currents
2. Dry Powder: The Private Equity Podcast
3. Crossroads: The Infrastructure Podcast
4. Switched On
5. The View From Apollo

How many episodes of The Infrastructure Investor Podcast are there?

The Infrastructure Investor Podcast launched 2 years ago and published 40 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Infrastructure Investor Podcast?

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What guests have appeared on The Infrastructure Investor Podcast?

Recent guests on The Infrastructure Investor Podcast include:

1. Niall Mills
2. Joost Bergsma
3. Ross Posner
4. Gautam Bhandari
5. Doug Kimmelman
6. Waldemar Szlezak
7. Della Wang
8. Neil Krawitz

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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