Crossroads: The Infrastructure Podcast

GS Power Partners President Nick Sangermano joins the podcast to discuss the appeal of investing in distributed generation in the US. With Congress pushing through its "One Big, Beautiful Bill" legislation, Sangermano also talks about the legislation's expected impact on renewables. #renewables #obbb

Vertical Bridge CEO Ron Bizick surveys the macro tower industry with a particular focus on carrier budgets bringing good tidings, resilience from economic headwinds, financing trends and the company's progress on its equity raise process and plans for tapping the ABS market in 2025.

On the latest episode of the Crossroadshashta podcast, host Eva Llorens is joined by Manuel Quinche, partner in the Colombian offices of the Cuatrecasas law firm, to discuss the challenges and successes of public partnerships in Colombia under President Gustavo Petro.

Julien Dumoulin-Smith, a managing director and research analyst in Jefferies’ Power, Utilities, & Clean Energy Equity Research group, discusses the implications of The One, Big, Beautiful Bill on the energy and utilities sectors.

Pete Scherer and Dima Orendarets of the law firm of Ropes and Gray join Infralogic senior reporter Liam Ford to discuss recent developments in data center investment.

With growing global power demand, talks of shuttering power generation assets have waned. Perhaps no technology has been more positioned for closure in the US than coal, though global demand for the fossil fuel persists and new coal generation builds proliferate across the developing world. 8 Rivers Capital, the North Carolina-based technology provider and project developer, believes it has a scal...

Derek Bentley, partner and head of energy transition at Solomon Partners, discusses his advice to clients amidst market uncertainty, and talks about where investors are finding opportunities.

Robert Shaw, managing director of CBRE Investment Management’s private infrastructure strategy, talks about where his firm is finding opportunities in the current investment environment, the strength of the mid-market space, and synergies with other CBRE strategies.

Hari Rajan, managing partner of Investcorp Corsair, joins the Crossroads podcast to discuss the investment outlook in infrastructure sectors such as ports, logistics and airports, and how macroeconomic conditions, such as tariffs, may impact these sectors. Rajan also discusses what the 'must have amenities are in new and redeveloped airport terminals.

Goldman Sachs MD and Head of Data Center Banking Alexander Tingle offers a view on how stabilized data center asset dealmaking could take off in the near future. He also explores how the absence of certain capital allocators in the data center market could shape the industry in the years to come; where things are headed for the IPO market and opportunities around next-gen workloads.

AIP Management Head of Investor Relations Amanda Tonsgaard and Co-head of Investments Domenico Tripodi discuss their firm's investments in the decarbonization space, and talk about how European investors are responding to the shift in American energy policy under President Donald Trump.

Kevin Smith, CEO of renewable energy investor Arevon, discusses his firm's recent activities and the current investment climate.

Britta von Oesen, a partner and managing director at CRC-IB, discusses trends in renewable energy M&A and tax equity deals amid continuing uncertainty under a new administration.

Harrison Street Managing Director and Head of Digital Assets Michael Hochanadel explores retail colocation operators' big opportunity from the AI race, what the adoption curve for AI looks like and what that means for data center investors, what are the larger implications of AI software company DeepSeek's rise, how different pools of capital are shaping the data center industry and more.

Cintra CEO Andres Sacristan discusses the firm's portfolio of US managed lanes projects. He discusses how the managed lanes are performing, what is required to keep them operating at a high level, and how these projects will operate in concert with new transportation technology.

Gastón Astesiano, head of Public-Private Partnerships One-Stop Shop in the Infrastructure and Energy Sector at the Inter-American Development Bank (IDB), and Maria Pilar Castrosin, Senior Associate at IDB, shed light on the latest edition of Infrascope, showcasing advancements in Public-Private Partnerships (PPPs) for infrastructure development in Latin America and the Caribbean.

Jonah Goldman, Head of External Affairs and Impact for Generate Capital, joins Crossroads the day after President Trump's inauguration to discuss renewable energy development under Trump and what to make of a flurry of Day One executive orders.

FiberLight's CEO Bill Major lays out the good, the bad and the ugly encompassing the enterprise fiberco industry - a sector that has seen various businesses struggle while opportunities still abound - and some of his company's immediate plans. The chief executive also takes a look at the data center industry through the lens of a fiber-optics network and why he is bullish on the Texas market for b...

Catherine Flax, the president of private markets at XMC Strategies, discusses her firm's approach to energy transition, investing in companies that fall between traditional and renewable assets.

Clifford Chance's Marcia Hook joins senior reporter Chuck Stanley to discuss the future of US offshore wind in the wake of Donald Trump's election to a second term in the White House. #renewables #offshorewind #energy #energytransition

For this week's Crossroads podcast, Juan Carlos Valdivieso, Energy Partner at Morales & Besa, discusses the lack of transmission lines in Chile and how this is creating problems for the Andean country's energy projects. #chile #energy #powertransmission

Richard Glick, who served as FERC chair from 2021 to 2023, joins the Crossroads podcast to discuss what we can expect from a second Trump administration, as well as what a Kamala Harris presidency would mean for the energy sector. #election2024 #renewableenergy

Geoffrey Lehv, Head of US Accounts for kWh Analytics, joins the program to discuss the role of insurance in the energy sector and how the industry is innovating to appropriately allocate risk. Lehv speaks to how KWH Analytics has grown its business from handling risk transfer in the project finance sector to boosting access to financing, enhancing financing and supporting innovation.

Jonathan Winer, co-founder and co-CEO of Sidewalk Infrastructure Partners, joins Crossroads to discuss the convergence of power and AI and how infrastructure is evolving as an asset class. #infrastructure #infrastructuretransition #datacenters

DataBank has been at the forefront of the data center industry over the years in securing financing while fully exploiting the latest trends that drive compute capacity buildout. The company's CEO, Raul Martynek, joins the Crossroads podcast to discuss the recent tendency to form yieldcos as an alternative method for data center executives to raise capital and also how AI is destined to continue t...