The Infrastructure Investor Podcast

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...

In this episode, editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to talk about the fundraising performance of the asset class during the first half of the year. With more than $134 billion raised for unlisted, closed-end funds, H1 2025 is already better than the whole of 2024. Our discussion delves into how solid the fundraising recovery is, the importance of the mega-funds,...

In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Stonepeak chairman, CEO and co-founder Michael Dorrell. Stonepeak is the seventh-largest manager in the world, according to our Infrastructure Investor 100 ranking , and Dorrell is a well-known industry veteran. So perhaps unsurprisingly, a large portion of our discussion focused on how the asset class has been evo...

In this episode, editor-in-chief Bruno Alves sits down with Madeleine Farman, editor of affiliate title Secondaries Investor and host of the Second Thoughts Podcast , as well as Americas editor Zak Bentley to talk about the infrastructure secondaries market. The discussion tracks the evolution of the burgeoning infrastructure secondaries market, the asset class’s best-in-class pricing compared to...

Editor-in-chief Bruno Alves sits down with Actis chairman and senior partner Torbjorn Caesar. In a wide-ranging discussion with the growth markets specialist, Caesar argues that perception of risk (versus real risk) is still the main impediment to channeling more infrastructure capital into these markets. He also explains why investors should think of growth markets as “most markets”, how strong d...

In this episode, editor-in-chief Bruno Alves sits down with Partners Group ’s head of infrastructure, Esther Peiner. The discussion covers a broad range of topics, including the recent Iberian blackout and the importance of resilience, how to invest through the current volatility, why managers have to think of a world where LPs need more regular access to liquidity, how persistent inflation could...

In this episode, editor-in-chief Bruno Alves sits down with Nathalie Tidman, editor of Infrastructure Investor Deals , our new transactions-focused affiliate title launched in January, and Americas editor Zak Bentley, to talk about the deal landscape. The discussion delves into the slow pace of European M&A and why it predates current market volatility, why LPs are shying away from platforms d...

Infrastructure Investor editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to discuss their main takeaways from the Infrastructure Investor Network’s Global Summit , recently held in Berlin, that featured more than 3,000 members, including 800-plus LPs. The discussion covers artificial intelligence, investors’ craving for certainty in the midst of geopolitical upheaval, the dou...

This episode is sponsored by Edmond de Rothschild and Palistar Capital Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastructure at the moment. The sector also includes fibre and towers, both of which are also attracting strong inv...