Understanding Infrastructure's Role in Alternative Investments with Nick Moller from JP Morgan | Episode 002 | 08-14-24
08/14/24 • 42 min
Ever wondered how private infrastructure investments can offer stability and steady cash flows amidst volatile markets? Join us as we sit down with Nick Moller from JP Morgan to uncover the intricacies of core infrastructure. You'll gain insights into how regulated utilities, natural monopolies, and long-term contracted investments create a reliable backbone for your portfolio. Nick debunks common myths about infrastructure volatility and commodity sensitivity, revealing the strategic importance of these core assets, especially in an era of aging and outdated infrastructure.
Our conversation takes a global turn, examining the US market’s unique dynamics, including the pivotal role of municipal bonds and the benefits of a diversified approach. We discuss the implications of political changes, regulatory risks, and how the energy transition, bolstered by the Inflation Reduction Act, is reshaping investment landscapes. Learn how private capital is essential for replacing and modernizing infrastructure, and how private investors can align their long-term goals with these critical projects.
Nick defines infrastructure subsectors like digital infrastructure, rail, storage, and renewables, understanding their growth potential and inherent challenges. Each has complexities of expanding the power grid amid rising demands from AI-driven technologies and renewable sources.
Nick and Matt also discuss the impact of ESG factors on infrastructure investments, emphasizing their financial materiality and the role of governance and regulatory plays.
https://youtu.be/amtNSElxds8
Ever wondered how private infrastructure investments can offer stability and steady cash flows amidst volatile markets? Join us as we sit down with Nick Moller from JP Morgan to uncover the intricacies of core infrastructure. You'll gain insights into how regulated utilities, natural monopolies, and long-term contracted investments create a reliable backbone for your portfolio. Nick debunks common myths about infrastructure volatility and commodity sensitivity, revealing the strategic importance of these core assets, especially in an era of aging and outdated infrastructure.
Our conversation takes a global turn, examining the US market’s unique dynamics, including the pivotal role of municipal bonds and the benefits of a diversified approach. We discuss the implications of political changes, regulatory risks, and how the energy transition, bolstered by the Inflation Reduction Act, is reshaping investment landscapes. Learn how private capital is essential for replacing and modernizing infrastructure, and how private investors can align their long-term goals with these critical projects.
Nick defines infrastructure subsectors like digital infrastructure, rail, storage, and renewables, understanding their growth potential and inherent challenges. Each has complexities of expanding the power grid amid rising demands from AI-driven technologies and renewable sources.
Nick and Matt also discuss the impact of ESG factors on infrastructure investments, emphasizing their financial materiality and the role of governance and regulatory plays.
https://youtu.be/amtNSElxds8
Previous Episode
All About Private Credit: With Guest Adam Hagfors from Silverview Credit Partners | Episode 001 | 03-18-2024
Welcome to "The Alternate View" podcast, where we discuss the world of alternative investments with Verdence Capital Advisors Managing Director Matt Andrulot. In this first episode, Matt is joined by Adam Hagfors from Silverview Credit Partners to unravel the mysteries of the private credit markets. As co-founder and CIO of Silverview Credit Partners, Adam specializes in navigating the non-sponsor-backed private debt market, catering to family-owned businesses and entrepreneurs seeking capital. Together, they explore the evolving landscape of private credit, from its exponential growth over the past decade to its diverse range of financing options across sectors. They discuss the value proposition of private credit, emphasizing its role in filling a void left by traditional banking institutions and providing speed, certainty, and direct relationships for borrowers. Amid rapid expansion, it's more important than ever to scrutinize specific sub-sectors to assess long-term viability.
https://youtu.be/XPU7D2C_w5w
Next Episode
Public vs Private Equity with Derrek Ransford from Pathway Capital | Episode 003 | 11-14-2024
An educational conversation with Derrek Ransford from Pathway Capital sheds light on the intricacies of venture capital, growth equity, global private equity, and buyouts. As a primer, he explains the difference between public and private equity markets.
Derrek breaks down the primary motivations for investors who chase private equity's superior returns, and he provides a comprehensive understanding of what that entails.
He explains the strategic flexibility in private markets, which he believes allows for longer-term strategies and better alignment among stakeholders. Learn about the importance of selecting top-tier managers and how a diversified portfolio can effectively incorporate private equity investments.
Private equity isn't for everyone. There are illiquidity premiums and capital deployment to mitigate risks.
Finally, we explore the timing and fees associated with private equity investments, including the "J-curve" phenomenon and the benefits of co-investments.
https://youtu.be/GAcKTwiQQZQ
Alternate View: Your Guide to Private Investment Asset Classes - Understanding Infrastructure's Role in Alternative Investments with Nick Moller from JP Morgan | Episode 002 | 08-14-24
Transcript
Welcome to the Alternate View . This is Matt Andrulot from Verdence Capital Advisors . Today we're going to be speaking a little bit about infrastructure ,
Matt Andrulotand our guest today is Nick Moeller from JP Morgan . So , nick , thank you Welcome . Why don't we take a couple minutes and , if you don't mind , introducing yourself and what y
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