EPISODE · Feb 6, 2025 · 24 MIN
On the cusp of an infra ‘supercycle’
from The Infrastructure Investor Podcast · host PEI Group
This episode is sponsored by Ridgewood Infrastructure and I Squared Capital The need for new infrastructure in markets like the United States is immense, and private capital has a big role to play in making it happen. The mid-market may be especially well-positioned to offer that institutional capital a share in the growth potential of the mega-trends shaping the future of global infrastructure. So in this episode, attention turns to this segment of the market. Gautam Bhandari, co-founder and managing partner of I Squared Capital, and Ross Posner, managing partner of Ridgewood Infrastructure, share their insights on how the mid-market has evolved to date, how well it’s stood up in difficult macroeconomic conditions, where to look for those growth opportunities, and why the sector is primed to benefit from a predicted infra supercycle.
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On the cusp of an infra ‘supercycle’
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