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.

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.