Real estate & infrastructure · Podcast

Ardian: ‘We’ve been less shy on factoring growth into our business plans’

The episode offers a manager’s view on European infrastructure, portfolio construction and AI infrastructure for professionals who allocate to or evaluate real assets. It is grounded in Ardian’s perspective as a Europe-focused infrastructure investor.

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Summary

By the real estate & infrastructure desk

The Infrastructure Investor Podcast episode features editor-in-chief Bruno Alves speaking with Marion Calcine, chief investment officer at Ardian Infrastructure. The discussion covers the European infrastructure investment opportunity, what is attracting LPs, and how European assets differ from the North American market. It also covers portfolio construction, essential infrastructure, factoring growth into business plans, technology in portfolio management, AI infrastructure and AI sovereignty.

Bruno Alves interviews Marion Calcine, chief investment officer at Ardian Infrastructure.
The discussion examines the European investment opportunity, LP interest and differences from North America.
Calcine discusses portfolio construction, essential infrastructure, factoring growth into business plans and technology in portfolio management.
The episode also covers Ardian’s approach to AI infrastructure and AI sovereignty.

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