Jordan Wolfe has a conversation with Oliver Beavers, founder of Phosphor, to explore the complex world of project finance and next-gen infrastructure development.

Oliver shares insights on the challenges of project financing for next-gen infrastructure and why the true bottleneck isn't capital—it’s the ability to organize large amounts of information and communicate projects properly to investors. He breaks down what he is working on at Phosphor to help solve the information problem in infrastructure and vision for standardizing the project finance industry.

Follow Oliver on LinkedIn - https://www.linkedin.com/in/oliverbeavers/

Follow Oliver on X - https://x.com/oliverbeavers

Follow Jordan on X - https://x.com/jrwolfe

Resources:

For more information on Phosphor: https://phosphor.co/

Last book Oliver Read: Alchemy of Air

Chapters:

00:00 Introduction

01:20 Understanding Infrastructure As An Asset Class

05:02 Breaking Down the Key Players In Project Finance

08:45 Financing Structures In Infrastructure

11:10 Project Finance vs. Real Estate: Key Differences

12:49 Disconnect Between Capital And Projects

14:41 The $10 Trillion Infrastructure Opportunity

15:55 Why Capital Isn’t The Problem

20:23 Navigating First-of-a-Kind Project Financing

22:23 How to Pitch Infrastructure Projects to Investors

28:09 What Oliver Is Building At Phosphor

31:36 Lessons from Financial History: Reduce Information Costs And Markets Explode

36:31 Why The Financial Model Is The Source Of Truth In Infrastructure

38:52 Phosphor's Vision: Standardize Project Financing For Next-Gen Infrastructure

41:49 Future of Project Financing & Standardization

49:34 Where to Find Oliver & Phosphor

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