PODCAST · business
Crossroads: The Infrastructure Podcast
by ION Analytics
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.
Episodes
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Partners Group's Todd Bright on capital needs in power and renewables
Todd Bright, partner in leadership for Partners Group’s infrastructure business, discusses the growing capital needs in power and renewables as the country looks to meet unprecedented electricity demand.
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State of play for data center finance with Kirkland & Ellis's Kim McGrath
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 assets.
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Aligned’s CEO talks regulatory frameworks for distributed generation
Aligned Climate Capital's Peter Davidson discusses how state regulatory regimes guide growth of the distributed generation sector.
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LS Power's Darpan Kapadia on data centers and the new power playbook
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 opportunities across generation and transmission, and...
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Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing
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 evolved beyond size definitions to focus on sourcing...
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Solomon Partners director Mike Mohamed discusses AI and the energy transition
Mike Mohamed, a director for Solomon Partners, focused on the energy transition, discusses the investment landscape for renewable energy.
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Chris Creed from Galvanize joins the Crossroads podcast
Chris Creed from Galvanize Capital joins the Crossroads podcast to discuss the firm's strategy for growth credit opportunities in the infrastructure sector.
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The current state of CCUS
Craig Frenette, senior VP in Brookfield's Renewable Power & Transition Group, discusses the current state of the carbon capture market.
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ITE’s Koenig says domestic manufacturing key for US transport assets
Jason Koenig, Co-Founder and Managing Partner at Industrial Transportation Equipment (ITE), discusses how the firm leverages operations, portfolio management and data to drive investment returns, and the intersection of real assets, data and mobility. Jason will also discuss how ITE uses a...
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Sadek Wahba on democratizing infrastructure investment and the global Supercycle
I Squared Capital’s Chairman, Managing Partner and Founder, Sadek Wahba, joins Infralogic’s Crossroads podcast to discuss how democratizing access to infrastructure—especially through the wealth channel—is opening new mid‑market opportunities. He also shares his perspective on the sector's…
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Cordiant's Steven Marshall discusses data center investment
Infralogic's Talya Misiri speaks with Cordiant's Steven Marshall about the firm's approach to data centre investment and the advantages of edge facilities in tier 2 markets.
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Meridiam exec discusses evolving American infrastructure opportunities
Meridiam has invested in greenfield infrastructure in the US for over 15 years and this summer led the consortium (SR 400 Peach Partners) that closed financing for the USD 11bn SR 400 Express Lanes project in Georgia, one of the largest US P3s in history. Partner and COO for the Americas Omri...
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QIC's Arash Shojaie on infra's converging mandates
QIC Partner Arash Shojaie discusses changes in the infrastructure sector, including shifting risk profiles and the conversion of infra, real estate, private equity and private credit.
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Blackstone's Rob Horn discusses private credit in infrastructure
Rob Horn, Global Head of Infrastructure and Asset Based Credit for Blackstone Credit and Insurance, discusses trends in private credit as well as the continued growth of data centers, LNG infrastructure, and renewables.
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JP Morgan, Chestnut Carbon discuss pioneering carbon credit project financing
Chestnut Carbon CFO Greg Adams and Co-Head of Infrastructure Finance and Advisory at JP Morgan, Fuat Savas, discuss their recent pioneering forest carbon removal credit project financing.
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Norton Rose partner discusses renewables M&A expectations post-OBBB
Becky Diffen, head of the projects M&A team at Norton Rose Fulbright, talks about what to look for in renewable energy deal activity now that the One Big Beautiful Bill has been signed.
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Captona founder discusses post-OBBB energy transition opportunities`
Izzet Bensusan, founder and CEO of energy transition investment firm Captona, joins the podcast to discuss how the One Big Beautiful Bill can create opportunities for investors in energy transition.
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Wafra's Head of Infrastructure details strategy for navigating global uncertainty
Crossroads welcomes Wafra MD and Head of Real Assets and Infrastructure Edward Tsai to discuss middle market infrastructure opportunities, the importance of ensuring supply chain resilience amidst geopolitical challenges and the New York-based investor’s asset leasing strategy. #investors...
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Macquarie execs discuss changing landscape of US energy
Macquarie Asset Management executives Aaron Rubin and Will Demas join Chuck Stanley on Crossroads, the infrastructure podcast, to discuss how changing market and policy trends in the US are guiding their investment strategy. #energy #renewables #naturalgas #datacenters #policy
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The OBBB's impact on renewable energy deployment
With the One Big Beautiful Bill now signed into law, Segue Sustainable Infrastructure Managing Partner David Riester discusses the impact the legislation will have on renewable energy deployment.
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Brazil's Ministry of Transportation showcases opportunities in rail and highways
Infralogic's Gabriela Valente speaks with Gabriela Avelino, Brazil's Undersecretary for Promotion and Planning, about the country's extensive highway and rail concession pipeline. This discussion highlights the investment scale, contract structures for attracting capital, and strategies for...
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Actis carves niche as infrastructure investors flock to growth markets
Actis Partner Adrian Mucalov discusses how the firm views growth markets, and how these markets present opportunities to diversify in the infrastructure sector.
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GSPP's president on the appeal of distributed generation
GS Power Partners President Nick Sangermano joins the podcast to discuss the appeal of investing in distributed generation in the US. With Congress pushing through its "One Big, Beautiful Bill" legislation, Sangermano also talks about the legislation's expected impact on renewables. #renewables...
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Vertical Bridge CEO on where macro tower industry headed, equity raise progress
Vertical Bridge CEO Ron Bizick surveys the macro tower industry with a particular focus on carrier budgets bringing good tidings, resilience from economic headwinds, financing trends and the company's progress on its equity raise process and plans for tapping the ABS market in 2025.
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Interview with Manuel Quinche, lawyer from Cuatrecasas
On the latest episode of the Crossroadshashta podcast, host Eva Llorens is joined by Manuel Quinche, partner in the Colombian offices of the Cuatrecasas law firm, to discuss the challenges and successes of public partnerships in Colombia under President Gustavo Petro.
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One Big Beautiful Podcast with Julien Dumoulin-Smith of Jefferies
Julien Dumoulin-Smith, a managing director and research analyst in Jefferies’ Power, Utilities, & Clean Energy Equity Research group, discusses the implications of The One, Big, Beautiful Bill on the energy and utilities sectors.
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The convergence of data center investments
Pete Scherer and Dima Orendarets of the law firm of Ropes and Gray join Infralogic senior reporter Liam Ford to discuss recent developments in data center investment.
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8 Rivers CEO talks coal decarbonization in a hyperscaling world
With growing global power demand, talks of shuttering power generation assets have waned. Perhaps no technology has been more positioned for closure in the US than coal, though global demand for the fossil fuel persists and new coal generation builds proliferate across the developing world. 8...
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Opportunities in the energy transition with Solomon Partners' Derek Bentley
Derek Bentley, partner and head of energy transition at Solomon Partners, discusses his advice to clients amidst market uncertainty, and talks about where investors are finding opportunities.
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CBRE's Robert Shaw on finding opportunities in infrastructure
Robert Shaw, managing director of CBRE Investment Management’s private infrastructure strategy, talks about where his firm is finding opportunities in the current investment environment, the strength of the mid-market space, and synergies with other CBRE strategies.
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Hari Rajan of Investcorp Corsair sees new investment opportunities
Hari Rajan, managing partner of Investcorp Corsair, joins the Crossroads podcast to discuss the investment outlook in infrastructure sectors such as ports, logistics and airports, and how macroeconomic conditions, such as tariffs, may impact these sectors. Rajan also discusses what the 'must have...
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Goldman MD sees stabilized data center dealmaking path; enterprise opportunities
Goldman Sachs MD and Head of Data Center Banking Alexander Tingle offers a view on how stabilized data center asset dealmaking could take off in the near future. He also explores how the absence of certain capital allocators in the data center market could shape the industry in the years to come;...
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AIP Management on the European view of US energy investing
AIP Management Head of Investor Relations Amanda Tonsgaard and Co-head of Investments Domenico Tripodi discuss their firm's investments in the decarbonization space, and talk about how European investors are responding to the shift in American energy policy under President Donald Trump.
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Arevon's CEO on trends in renewables investment
Kevin Smith, CEO of renewable energy investor Arevon, discusses his firm's recent activities and the current investment climate.
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CRC-IB partner discusses trends in the renewables sector
Britta von Oesen, a partner and managing director at CRC-IB, discusses trends in renewable energy M&A and tax equity deals amid continuing uncertainty under a new administration.
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Harrison Street's Hochanadel on retail colo's big moment in AI race & more
Harrison Street Managing Director and Head of Digital Assets Michael Hochanadel explores retail colocation operators' big opportunity from the AI race, what the adoption curve for AI looks like and what that means for data center investors, what are the larger implications of AI software company...
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Making the most of managed lanes
Cintra CEO Andres Sacristan discusses the firm's portfolio of US managed lanes projects. He discusses how the managed lanes are performing, what is required to keep them operating at a high level, and how these projects will operate in concert with new transportation technology.
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IDB's Infrascope Discusses Advances in Latin American PPPs
Gastón Astesiano, head of Public-Private Partnerships One-Stop Shop in the Infrastructure and Energy Sector at the Inter-American Development Bank (IDB), and Maria Pilar Castrosin, Senior Associate at IDB, shed light on the latest edition of Infrascope, showcasing advancements in Public-Private...
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Making sense of Trump's Day One energy orders
Jonah Goldman, Head of External Affairs and Impact for Generate Capital, joins Crossroads the day after President Trump's inauguration to discuss renewable energy development under Trump and what to make of a flurry of Day One executive orders.
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FiberLight CEO on enterprise fiber industry, case for Texas data center and more
FiberLight's CEO Bill Major lays out the good, the bad and the ugly encompassing the enterprise fiberco industry - a sector that has seen various businesses struggle while opportunities still abound - and some of his company's immediate plans. The chief executive also takes a look at the data...
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XMC executive discusses the 'energy transformation'
Catherine Flax, the president of private markets at XMC Strategies, discusses her firm's approach to energy transition, investing in companies that fall between traditional and renewable assets.
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Marcia Hook talks US offshore wind
Clifford Chance's Marcia Hook joins senior reporter Chuck Stanley to discuss the future of US offshore wind in the wake of Donald Trump's election to a second term in the White House. #renewables #offshorewind #energy #energytransition
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Lack of transmission holding Chilean energy projects back
For this week's Crossroads podcast, Juan Carlos Valdivieso, Energy Partner at Morales & Besa, discusses the lack of transmission lines in Chile and how this is creating problems for the Andean country's energy projects. #chile #energy #powertransmission
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Former FERC Chairman shares thoughts on potential Trump administration
Richard Glick, who served as FERC chair from 2021 to 2023, joins the Crossroads podcast to discuss what we can expect from a second Trump administration, as well as what a Kamala Harris presidency would mean for the energy sector. #election2024 #renewableenergy
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Innovations in renewable energy insurance
Geoffrey Lehv, Head of US Accounts for kWh Analytics, joins the program to discuss the role of insurance in the energy sector and how the industry is innovating to appropriately allocate risk. Lehv speaks to how KWH Analytics has grown its business from handling risk transfer in the project…
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Sidewalk Infrastructure Partners co-CEO talks infrastructure's new asset class"
Jonathan Winer, co-founder and co-CEO of Sidewalk Infrastructure Partners, joins Crossroads to discuss the convergence of power and AI and how infrastructure is evolving as an asset class. #infrastructure #infrastructuretransition #datacenters
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DataBank CEO makes big announcement, explores financing trends
DataBank has been at the forefront of the data center industry over the years in securing financing while fully exploiting the latest trends that drive compute capacity buildout. The company's CEO, Raul Martynek, joins the Crossroads podcast to discuss the recent tendency to form yieldcos as an...
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Energy consultants scaling up storage M&A advisory services
With renewables development accelerating to meet increasing US load growth, investors require capital to invest in greenfield projects and a great number of assets are coming to market to recycle capital. Rahm Orenstein, Managing Director of Ascend Energy Exchange (Ascend AEX) joins Crossroads to...
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Santander’s White talks growth and innovation in clean energy
After topping Infralogic's 1H24 rankings report for renewables financing, Santander's Head of Energy Structured Finance for EMEA, Bart White, joins the Crossroads podcast to share his thoughts on the market. The Spain-based bank is mandated on a wide variety of sector financing and M&A…
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Frequently Asked Questions
How many episodes does Crossroads: The Infrastructure Podcast have?
Crossroads: The Infrastructure Podcast currently has 145 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Crossroads: The Infrastructure Podcast about?
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.
How often does Crossroads: The Infrastructure Podcast release new episodes?
Crossroads: The Infrastructure Podcast publishes regularly with 145 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Crossroads: The Infrastructure Podcast?
You can listen to Crossroads: The Infrastructure Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Crossroads: The Infrastructure Podcast?
Crossroads: The Infrastructure Podcast is created and hosted by ION Analytics.
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