Podcast
Crossroads: The Infrastructure Podcast
Hosted by ION Analytics · EN
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.
16episodes
Episodes
Newest firstAll episodes
Aligned’s CEO talks regulatory frameworks for distributed generation
3w ago00:26:42Tap to summarizeAligned Climate Capital's Peter Davidson discusses how state regulatory regimes guide growth of the distributed generation sector.
Transcribe →LS Power's Darpan Kapadia on data centers and the new power playbook
Jul 700:33:42Tap to summarizeNatalie 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 what it will take to build a reliable and affordable energy future.
Transcribe →Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing
May 2200:27:40Tap to summarizeChris 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 and value creation. Ortega also explores how MSIP drives value through identifying businesses with robust, consistent earnings while preserving exit flexibility across a variety of financial and strategic buyers.
Transcribe →Harrison Street’s Hochanadel discusses how AI surge is cementing data center demand
Apr 2800:31:14Tap to summarizeNo description available
Transcribe →Solomon Partners director Mike Mohamed discusses AI and the energy transition
Apr 1700:31:15Tap to summarizeMike Mohamed, a director for Solomon Partners, focused on the energy transition, discusses the investment landscape for renewable energy.
Transcribe →Chris Creed from Galvanize joins the Crossroads podcast
Mar 2400:26:12Tap to summarizeChris Creed from Galvanize Capital joins the Crossroads podcast to discuss the firm's strategy for growth credit opportunities in the infrastructure sector.
Transcribe →The current state of CCUS
Mar 900:23:07Tap to summarizeCraig Frenette, senior VP in Brookfield's Renewable Power & Transition Group, discusses the current state of the carbon capture market.
Transcribe →ITE’s Koenig says domestic manufacturing key for US transport assets
Feb 1000:13:54Tap to summarizeJason 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 "hands-on" approach to cultivate relationships, mine analytics, and generate cash flow.
Transcribe →Sadek Wahba on democratizing infrastructure investment and the global Supercycle
Jan 2700:33:12Tap to summarizeI 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 progress through the global “Supercycle” driven by decarbonization, digitization, and supply‑chain shifts.Wahba highlights how private capital is expanding the definition of infrastructure, the long‑term impact on the sector of rapid technological change, and how evolving US industrial policy will reshape the cost of capital and investor roles.
Transcribe →Cordiant's Steven Marshall discusses data center investment
Dec 1500:27:19Tap to summarizeInfralogic'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.
Transcribe →