Tiger Infrastructure Founder and CEO Emil Henry joins Crossroads: The infrastructure podcast to share the thinking behind his firm's "growth infrastructure" investment strategy.

Tiger has committed capital to companies and assets in the digital infrastructure, energy transition, and transportation sectors across the Americas and Europe since being founded in 2010.

Emil shares his thoughts on the success of his firm's investments to date and his unique perspectives on the future of middle-market infrastructure investing and the outlook for 2024 and beyond.

Don Dimitrievich, a senior Managing Director and Portfolio Manager for Energy Infrastructure Credit at Nuveen, discusses the challenges to the renewable energy sector and the continuing role of conventional power with Infralogic News Editor, Energy Americas Andrew Vitelli.

Infralogic's Chuck Stanley sat down with Harvard Business School Climate Fellow Gunther Glenk to discuss green hydrogen's potential role decarbonizing the economy.

The digital infra sector is at an inflection point. The massive scale at which data centers must now be built to accomodate AI and other data demanding applications is staggering. Project officials are weighing project finance to fund these projects while hedging risk with their partners. Fiber-optic companies are also assessing the financing mechanism to build backhaul and middle-mile routes.

The Crossroads Podcast talks with GI Partners' Managing Director and co-Head of the Data Infrastructure Strategy Mark Prybutok on these issues and others, such as the various constraints developers are facing, the pullback in fiber-to-the-home passings, ABS and competing credit facilities, and the like.

The Crossroads podcast had a chance to catch up with Partners Group Managing Director and Global Co-Head of Business Development, Infrastructure, Irene Mavroyannis, to look at various GP trends in the infra market.

Top of mind, Mavroyannis looks at why some GPs have shifted their strategy focus on the mega capitalization space over the last few years and what it has meant in terms of performance.

Also, the Partners executive explores where fundraising is headed, how the LP denominator effect is still in play, surprise asset targets for 2024 and other issues.

To listen to the Crossroads, click here.

Qualitas Energy re-entered the US renewables sector this year with the acquisition of Heelstone Renewable Energy, more than 10 years after Qualitas sold its previous US renewables platform. Óscar Pérez, a partner at Qualitas Energy, joins News Editor, Energy Americas Andrew Vitelli to discuss why now was the right time to re-enter the sector.

#USrenewables #ira #inflationreductionact

In the latest episode of Crossroads, the Infrastructure Podcast, Senior Policy Reporter Chuck Stanley speaks with Alex Leung, UBS Asset Management’s head of infrastructure research and strategy, about the 2024 Infrastructure Outlook.

With the major macroeconomic shocks in recent years likely in the rearview, and an asset class that is impacted far more by long-term trends than short-term volatility, Leung said the ‘animal spirits’ of investor enthusiasm for the sector could have a compounding effect on activity in 2024.

Market watchers will be following closely as critical elections in Europe and the US this year could erode some of the political support currently enjoyed by the renewable energy sector. But secular tailwinds will continue to propel renewables forward, Leung said.

#energy #infrastructure #digitalassets #fundraising #renewableenergy

Will Smales, a partner and the chief investment officer for the global infrastructure manager Morrison, joins Infralogic New Editor, Energy Americas Andrew Vitelli to discuss trends in the sector including the intersection of digitalization and decarbonization.

#Decarbonization #digitalization #InflationReductionAct

Bill Green, managing partner of Climate Adaptive Infrastructure, joins News Editor Andrew Vitelli to discuss his assessment of the energy transition and his firm's approach to climate investing.