Nov 13 2024 36 mins 3
Mina Pacheco Nazemi, Head of Diversified Alternative Equity, joins the podcast to explain how she and her team are finding attractive opportunities to “build to core” in assets like battery storage and data centers.
Episode Segments:
(01:58) – Mina’s role at Barings
(02:43) – The common attractions of infra equity asset types
(06:12) – Why “infrastructure 2.0” offers the potential for higher returns
(11:24) – The opportunity from the concentrated capital raising in infrastructure
(18:28) – The case for building smaller, modular, distributed assets
(26:43) – The “buy vs. build” multiple arbitrage
(28:25) – Sourcing deals in the lower and middle part of the market
(32:33) – Misconceptions & where investor demand is coming from
IMPORTANT INFORMATION
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