Sign up to save your podcasts
Or
Share AI Needs Power. Power Needs Infrastructure. Who's Funding It? with Keith Derman
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
AI Needs Power. Power Needs Infrastructure. Who's Funding It? with Keith Derman
The gap between what the world needs and what governments can build is widening fast and private capital is moving in.
Host David Stubbs is joined by Keith Derman, Head of Infrastructure Opportunities at Ares Management, to discuss why infrastructure may be the most consequential investment opportunity of the next decade. Three forces are hitting simultaneously: AI and data centers driving unprecedented electricity demand, a global energy transition reshaping power grids, and geopolitical shifts accelerating U.S. energy production and exports.
They cover how most portfolios remain significantly under-allocated to an asset class that offers income, inflation protection, low correlation to public markets, and meaningful downside protection and why renewables, after years of market exuberance, may now offer the most attractive entry point in the sector.
Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security.
This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent.
Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.
View all episodes
By AlphaCore Wealth AdvisoryThe gap between what the world needs and what governments can build is widening fast and private capital is moving in.
Host David Stubbs is joined by Keith Derman, Head of Infrastructure Opportunities at Ares Management, to discuss why infrastructure may be the most consequential investment opportunity of the next decade. Three forces are hitting simultaneously: AI and data centers driving unprecedented electricity demand, a global energy transition reshaping power grids, and geopolitical shifts accelerating U.S. energy production and exports.
They cover how most portfolios remain significantly under-allocated to an asset class that offers income, inflation protection, low correlation to public markets, and meaningful downside protection and why renewables, after years of market exuberance, may now offer the most attractive entry point in the sector.
Disclaimer: This podcast is being provided for informational purposes only and does not constitute an offer or solicitation, and should not be considered tax, legal, or accounting advice. The information represents the current views and opinions of the speakers as of the date of this podcast, and there is no guarantee that any opinions will prove to be accurate, or any forecasts made will come to pass. No obligation is undertaken to update any information, data, or material contained herein. This communication is not recommending the purchase, sale or hold of any security.
This presentation and the information contained herein may not be reproduced, in whole or in part, in any format without AlphaCore’s express prior written consent.
Certain information contained herein has been obtained from published and non-published sources prepared by third parties. While such information is believed to be reliable, AlphaCore does not assume any responsibility for the accuracy or completeness of the information, which is based on matters as they exist as of the date of this podcast and not as of any future date. Before embarking on any investment program, you should carefully consider the risks and suitability of a strategy based on your own investment objectives and financial position.