The Infrastructure Investor Podcast

In this episode, Bruno Alves, Infrastructure Investor’s editor-in-chief, sits down with Americas editor Zak Bentley. Together, they examine one of infrastructure’s fastest-growing areas: secondaries. The conversation focuses on the rise of continuation vehicles and GP-led transactions, which have evolved from a niche liquidity solution into an ever-more mainstream portfolio management tool. As inf...

This episode is sponsored by Taaleri Energia and Capalo AI Battery storage is becoming a core pillar of European energy infrastructure. Capacity is expected to double by 2030 and grow eightfold by 2040. And while only 2 percent of solar today is co-located with storage, that should rise to 50 percent by the mid-2030s. Unlike wind and solar, which earn less as markets grow more volatile, batteries...

Want to access all four episodes now? Register for free at  this link . Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector. In thi...

Want to access all four episodes now? Register for free at  this link . Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector. In thi...

Want to access all four episodes now? Register for free at  this link . Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector. In thi...

Want to access all four episodes now? Register for free at this link . Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector. In this...

In this episode, editor-in-chief Bruno Alves sits down with Jan Vesely, a partner at EQT and one of the leaders of its new AI infrastructure strategy. EQT is one of the many blue-chip infrastructure managers to launch a dedicated AI infrastructure strategy, but it’s done something different: it launched an open-ended strategy anchored by EdgeConneX, its global data centre platform, which it’s owne...

In this episode, editor-in-chief Bruno Alves sits down with Andrea Echberg, global head of Pantheon’s infrastructure team. Echberg is a veteran of the infrastructure secondaries market, and the discussion traces the evolution of secondaries from a niche strategy to a core part of institutional portfolios. It also explores the impact of higher interest rates and liquidity constraints on deal activi...

In this episode, Bruno Alves, Infrastructure Investor’s editor-in-chief, sits down with Americas editor Zak Bentley. They start with the latest Infrastructure Investor 100 ranking of the world’s largest managers, and analyse what it tells us about the evolving shape of the global infrastructure market. With a total of $1.2 trillion raised over the last five years, the numbers point to a strong rec...

In this special episode based on a keynote interview on 25 March at our Global Summit  in Berlin – editor-in-chief Bruno Alves sits down with Marc Ganzi, chief executive of DigitalBridge . The discussion touched on concerns about AI data‑centre obsolescence, with Ganzi comparing GPU refresh cycles to radio upgrades on cell towers. He also talked through the huge arbitrage opportunity for operators...

In this special episode – based on a keynote interview done on 24 March at our Global Summit in Berlin – editor-in-chief Bruno Alves sits down with Sean Klimczak, Blackstone ’s global head of infrastructure. As the world’s largest investor in data centres , a significant part of the discussion centred on how Blackstone is investing in the sector. Highlights included Klimczak’s call on the industry...

In this episode, editor-in-chief Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of I Squared Capital . Sadek returns to the podcast to tackle a broad range of subjects, including I Squared’s cautious approach to investing in the AI infrastructure boom, why he believes the markets are underestimating the risks and impacts of the Iran war, the role of energy security,...

Infrastructure Investor’s Global Summit, our flagship gathering in Berlin, attracted around 3,500 members this March for a week of networking and agenda-setting discussions, where the digital revolution, energy transition and a wealth of other topics were analysed, parsed and dissected by some of the most significant players in the industry. In this episode, PEI Group's head of special projects, r...

In this episode, editor-in-chief Bruno Alves sits down with Niall Mills, global head of Igneo Infrastructure Partners . Igneo has been investing in the mid-market since 1994 and is one of the first managers to feature on the podcast with a full fund realisation behind them. We spend a good part of our discussion dissecting the lessons learned from exiting the 2009-vintage European Diversified Infr...

This episode is sponsored by Nuveen Infrastructure and Quinbrook The energy transition is one of the most prominent mega-trends driving investment in infrastructure today. Even as the current US administration is pushing back on the country’s net-zero commitments and scaling back federal incentives, other regions continue to support the decarbonisation agenda, attracting some of the largest player...

This episode is sponsored by Ridgewood Infrastructure and I Square Capital At the start of 2026, infrastructure investors in the United States benefit from numerous tailwinds. Electricity demand is rising at the fastest rate in decades, industrial reshoring is gathering momentum, and the artificial intelligence revolution is continuing to accelerate. While many of the fundamentals are positive, in...

This episode is sponsored by Brookfield The infrastructure asset class is entering a defining moment. As energy transition pressures, geopolitics and capital intensity reshape the market, assets such as power networks and digital infrastructure are becoming central to economic competitiveness, rather than simply defensive investments. Artificial intelligence is accelerating this shift. Beyond the...

Editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to provide a holistic view across the infrastructure fundraising market, taking in closed-end and open-end fundraising. According to Infrastructure Investor data, $289 billion was raised for closed-end structures in 2025, making it the largest-ever year for the asset class. Data from LP consultancy bfinance similarly suggests t...

In this year's last episode, editor-in-chief Bruno Alves sits down with Doug Kimmelman, founder and executive chairman of Energy Capital Partners . Today's discussion focuses on the US electricity market, which is experiencing a "shining moment" driven by unprecedented demand growth after 30 years of stagnation. Key drivers include the massive power needs of artificial intelligence and data centre...

In this episode, editor-in-chief Bruno Alves sits down with Waldemar Szlezak, KKR ’s global head of digital infrastructure. In a wide-ranging discussion, they address whether there's a bubble forming around AI infrastructure and why parts of the market are overheating during one of the fastest capex cycles in tech history. They then explore the lifespan of data centre infrastructure compared to th...

In this episode, Daniel Kemp, APAC editor, private markets, for PEI Group and APAC real assets reporter Tom Taylor reflect on our recent Infrastructure Investor Network Australia Forum, in Melbourne, and other Asia-Pacific events held this year. The discussion covers a wide range of topics, including how geopolitics is shaping investment decisions across the region; AI and digital infrastructure’s...

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to talk about the record fundraising year the asset class is having for unlisted, closed-end structures. With $200 billion raised during the first nine months of the year – and a further $30 billion added to that since we published our fundraising report – 2025 has handily surpassed the...

This episode is sponsored by Fengate Asset Management and Arcus Infrastructure Partners As a backlash against ESG gathers strength, particularly in the United States, it might be reasonable to assume that infrastructure managers are quietly retreating from their sustainability commitments. While it is true that some managers are adjusting their language in how they talk about ESG and sustainabilit...

This episode is sponsored by Antin Infrastructure Partners The infrastructure market is constantly evolving, with technological advancements, environmental concerns and shifting economic and demographic trends bringing significant changes to the transport sector. So staying on top of a series of mega-trends – such as decarbonisation and digitalisation – can unearth exciting investment opportunitie...

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Sikander Rashid, global head of AI Infrastructure at Brookfield Asset Management . Brookfield is the largest manager in the world, according to our  Infrastructure Investor 100 ranking . It also bills itself as the world’s “largest digital infrastructure investor – with more than $100 billion invested to date – and...