Crossroads: The Infrastructure Podcast

Corey Lewis, global head of tax insurance at Brown & Brown, discusses the stakes of the US elections, how investors are working around FEOC/PFE uncertainty, and the role of tax insurance in the renewable market.

Keith Derman, Head of Infrastructure Equity at Ares Management, discusses how AI-driven demand is reshaping infrastructure investing, from data centers and power generation to natural gas, renewables and digital infrastructure. He also shares his outlook on ESG, energy policy and the broader infrastructure investment landscape.

Kirkland & Ellis partner Kim McGrath joins the Crossroads podcast to discuss the rapidly evolving environment for data center finance, from ever-higher project dollar values and financing mechanisms, to an increasingly active market for stabilized assets.

Aligned Climate Capital's Peter Davidson discusses how state regulatory regimes guide growth of the distributed generation sector.

Natalie 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.

Chris 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 rob...

Mike Mohamed, a director for Solomon Partners, focused on the energy transition, discusses the investment landscape for renewable energy.

Chris Creed from Galvanize Capital joins the Crossroads podcast to discuss the firm's strategy for growth credit opportunities in the infrastructure sector.

Craig Frenette, senior VP in Brookfield's Renewable Power & Transition Group, discusses the current state of the carbon capture market.

Jason 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. 

I 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. Wa...

Infralogic'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.

Meridiam 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 authorit...

QIC 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.

Rob 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.

Chestnut Carbon CFO Greg Adams and Co-Head of Infrastructure Finance and Advisory at JP Morgan, Fuat Savas, discuss their recent pioneering forest carbon removal credit project financing.

Becky Diffen, head of the projects M&A team at Norton Rose Fulbright, talks about what to look for in renewable energy deal activity now that the One Big Beautiful Bill has been signed.

Izzet Bensusan, founder and CEO of energy transition investment firm Captona, joins the podcast to discuss how the One Big Beautiful Bill can create opportunities for investors in energy transition.

Crossroads welcomes Wafra MD and Head of Real Assets and Infrastructure Edward Tsai to discuss middle market infrastructure opportunities, the importance of ensuring supply chain resilience amidst geopolitical challenges and the New York-based investor’s asset leasing strategy. #investors #logistics #assetleasing #infrastructure

Macquarie Asset Management executives Aaron Rubin and Will Demas join Chuck Stanley on Crossroads, the infrastructure podcast, to discuss how changing market and policy trends in the US are guiding their investment strategy. #energy #renewables #naturalgas #datacenters #policy

With the One Big Beautiful Bill now signed into law, Segue Sustainable Infrastructure Managing Partner David Riester discusses the impact the legislation will have on renewable energy deployment.

Infralogic's Gabriela Valente speaks with Gabriela Avelino, Brazil's Undersecretary for Promotion and Planning, about the country's extensive highway and rail concession pipeline. This discussion highlights the investment scale, contract structures for attracting capital, and strategies for optimizing existing projects.

Actis Partner Adrian Mucalov discusses how the firm views growth markets, and how these markets present opportunities to diversify in the infrastructure sector.