3 videos
For wealth professionals, it offers a large alternatives manager’s high-level framing of where it sees opportunities across infrastructure, energy, real estate and insurance. It is a corporate investor-day overview rather than a detailed allocation discussion.
Picked by the real estate & infrastructure deskThe interview offers a large manager’s perspective on fundraising demand and on infrastructure and credit opportunities, including the AI infrastructure build-out. That can inform how wealth professionals frame private-markets conversations with clients.
For wealth professionals, it offers a manager’s account of an energy infrastructure deal and the case for supporting an independent power producer’s growth pipeline. It may be useful context for those following real-assets and energy transition exposure.
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