Partners Group: ‘LPs need more regular liquidity than some historical strategies can offer’
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 threaten the asset class's diversification benefits, and much more.
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23:12
Slower dealflow is forcing people to think outside the box
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 dominated by early-stage pipelines, opportunities in the transport and energy-from-waste sectors, and the rise in infrastructure-adjacent opportunities.
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23:26
AI, geopolitics and other takeaways from the Global Summit
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 double-edged sword of regulation, LP appetite for mid-market products, direct investing and much more.
Infrastructure Investor Network members feeling the need to connect further should keep our upcoming Investor Forum in mind. Taking place in London 9-10 September, it will gather 300-plus industry leaders, including more than 150 LPs. Find out more here.
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22:52
Infrastructure’s digital age
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 investor interest.
This episode of The Infrastructure Investor Podcast focuses on the growth of – and opportunities within – digital infrastructure’s three key subsectors. Jean-Francis Dusch, global head of infrastructure and structured finance at EdR, and Josh Oboler, investment partner at Palistar Capital, explore how AI is transforming the data centre landscape, where to find the best opportunities in fibre, and why towers continue to make such a good investment.
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26:20
The three pillars of a ‘classic Blackstone infra deal’
In this episode, editor-in-chief Bruno Alves sits down with Blackstone global head of infrastructure Sean Klimczak.
Infrastructure was Blackstone’s best-performing asset class in 2024, generating a gross return of 21 percent, according to the firm’s Q4 results. Blackstone is also one of the few industry titans fully committed to investing in the asset class through an open-ended strategy.
Unsurprisingly, a big part of our conversation focuses on what’s underpinning that strong performance – including the three pillars that make a “classic Blackstone infrastructure deal”, as Klimczak put it – as well as Blackstone’s blockbuster acquisition of pan-Asian data centre business AirTrunk, why Klimczak continues to be bullish on the AI infrastructure opportunity, the enduring appeal of transportation, and the advantages of building a portfolio within an open-ended framework.
The Infrastructure Investor Podcast delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis from our award-winning team of journalists.
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