Podcast
Crossroads: The Infrastructure Podcast
Hosted by ION Analytics · EN
Podcast from the Inframation editorial team exploring the latest news and trends in the acquisition of infrastructure operational assets and companies.
13episodes
Episodes
Newest firstAll episodes
Harrison Street’s Hochanadel discusses how AI surge is cementing data center demand
3w ago00:31:14Tap 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 →Meridiam exec discusses evolving American infrastructure opportunities
Dec 1200:23:05Tap to summarizeMeridiam 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 Gainsburg joins Crossroads to share where the firm is looking for the next opportunity, how local authorities and the federal government can continue to support infrastructure development, and what LPs find attractive about his firm's approach to the US market.
Transcribe →QIC's Arash Shojaie on infra's converging mandates
Dec 500:27:42Tap to summarizeQIC 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.
Transcribe →Blackstone's Rob Horn discusses private credit in infrastructure
Nov 400:28:28Tap to summarizeRob 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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