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The Infrastructure Investor Podcast

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

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 monthlyEpisodes41Founded2 years ago
Number of ListenersCategories
BusinessNewsBusiness NewsInvesting

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Artwork for The Infrastructure Investor Podcast

Latest Episodes

In this episode, Bruno Alves, Infrastructure Investor’s editor-in-chief, sits down with Americas editor Zak Bentley.

They start with the latest Infrastructure Investor 100 ranking of the world’s largest managers, and analyse what it tells us about t... more

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

Key Facts

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Recent Guests

Zak Bentley
Americas Editor, Infrastructure Investor
Infrastructure Investor
Episode: Infra’s $1.2trn fundraising comeback – but who really wins?
Sean Klimczak
Blackstone's Global Head of Infrastructure
Blackstone
Episode: Blackstone: Industry needs to go beyond ‘do no harm’ in data centre development
Sadek Wahba
Founder, Chairman, and Managing Partner of I Squared Capital
I Squared Capital
Episode: 'Investors are sleepwalking' on Iran war risks
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

Host

Bruno Alves
Editor-in-Chief of Infrastructure Investor; multiple entries across Infrastructure Investor, providing senior editorial and strategic leadership.

Chart Rankings

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

Apple Podcasts
#212
United Kingdom/Business/Investing
Apple Podcasts
#176
France/Business/Investing
Apple Podcasts
#222
Italy/Business/Investing
Apple Podcasts
#127
South Korea/Business/Investing
Apple Podcasts
#190
Netherlands/Business/Investing
Apple Podcasts
#190
Chile/Business/Investing
Apple Podcasts
#205
Singapore/Business/Investing
Apple Podcasts
#232
Spain/Business/Investing
Apple Podcasts
#237
Mexico/Business/Investing
Apple Podcasts
#242
Brazil/Business/Investing

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

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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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?

A show focused on private infrastructure investment, energy transition, and AI-driven digital infrastructure, with in-depth conversations led by seasoned editors and hosts. Episodes typically feature senior executives, fund managers, and strategy leaders from major investment firms, discussing market dynamics, financing structures, macro risks, and the evolving role of data centers, renewables, and power infrastructure in a rapidly changing technology landscape. Noteworthy aspects include candid talks about valuation practices, fundraising trends, geopolitical risks, and the balance between growth and risk in AI-enabled infrastructure. The format often combines live interviews, summit recaps, and expert roundtables that translate complex ca... 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. Dry Powder: The Private Equity Podcast
2. The View From Apollo
3. Capital Allocators – Inside the Institutional Investment Industry
4. The Credit Edge by Bloomberg Intelligence
5. Crossroads: The Infrastructure Podcast

How many episodes of The Infrastructure Investor Podcast are there?

The Infrastructure Investor Podcast launched 2 years ago and published 41 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 The Infrastructure Investor Podcast?

Recent guests on The Infrastructure Investor Podcast include:

1. Zak Bentley
2. Sean Klimczak
3. Sadek Wahba
4. Niall Mills
5. Joost Bergsma
6. Ross Posner
7. Gautam Bhandari
8. Doug Kimmelman

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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