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.

Todd Bright, partner in leadership for Partners Group’s infrastructure business, discusses the growing capital needs in power and renewables as the country looks to meet unprecedented electricity demand.

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 robust, consistent earnings while preserving exit flexibility across a variety of financial and strategic buyers.

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.

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.

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.

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 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.

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.

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 scalable solution to decarbonize existing coal generation units.

Damian Beauchamp, the CEO of 8 Rivers, spoke with Infralogic about the firm's plans to finance projects in coal decarbonization and ammonia production with carbon capture.

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.