EPISODE · Sep 30, 2025 · 54 MIN
Episode 33: Key takeaways from the Global Infrastructure Initiative Summit
from Talking Global Infrastructure · host Global Infrastructure Investor Association
GIIA partnered with McKinsey’s Global Infrastructure Initiative (GII) for its recent global summit in Los Angeles, “A New Era for Infrastructure.” At the summit, our Chief Executive Jon Phillips chaired a panel on navigating geopolitical complexity with Luba Nikulina, Chief Strategy Officer at IFM Investors. McKinsey also launched a new report, “The Infrastructure Moment: Investing in the Expanding Foundations of Modern Society,” exploring how infrastructure is being redefined, the growing interdependencies across sectors (such as energy, water, and digital for data centers), and the implications for both investors and governments. In this episode, Jon is joined by Luba and Simon Beer, Partner at StepStone, to share their key takeaways from the summit and discuss the latest sector trends. For a deeper dive into the report’s biggest themes, Jon also speaks with Alastair Green, Partner at McKinsey.
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What this episode covers
Global Infrastructure Investor Association Chief Executive Jon Phillips speaks with IFM Investors’ Luba Nikolina, StepStone’s Simon Beer, and McKinsey’s Alastair Green to recap this year’s Global Infrastructure Initiative in LA. They unpack insights from McKinsey’s new report, “The Infrastructure Moment,” exploring how infrastructure is evolving and what it means for investors and governments.
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Episode 33: Key takeaways from the Global Infrastructure Initiative Summit
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