Keeping it Real Assets

Nov 20 2024 31 ep. 21 mins 9
Keeping it Real Assets Podcast artwork

In this series we'll hear from the Igneo investment team as they talk with the leaders of our global infrastructure businesses, shining a light on how they operate and their approach to the challenges of an ever changing world.

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Acquisition of Autovia Douro Litoral

Nov 20 2024 11 mins  
In October 2024, Autovia Douro Litoral (AEDL) the Portuguese toll-road concession in Porto, Portugal was acquired by Igneo. In this episode Maria Luisa Castro provides an overview of the concession, the factors to consider in acquiring a toll-road and the macro factors impacting the operations of such a concession. **********************Important informationThis material is for gen

Igneo’s Innovation in Infrastructure-Episode 1- Evos & European Bulk Liquid Storage

Oct 16 2024 22 mins  
Keeping it Real Assets is back! Join us for our new mini-series as we explore the themes of Innovation in Infrastructure with real-life, implemented examples from across Igneo’s Portfolio Companies. We are delighted that Simon Montague from the GIAA is hosting this series. In this first episode Simon is joined by Jan Doude van Troostwijk, Group Technical Manager at Evos. Evos is

The growth of US Data Centres and the implications for power demand

Aug 20 2024 24 mins  
Join Varun Sablok, Director, Igneo North America and Dan Watts, CEO, US Signal as they discuss Igneo’s first North American Infrastructure Technology related investment US Signal. Follow the discussion as they discuss the cloud, networks, fibre connectivity and the key focus of latency and security as well as the implications from the growth of Artificial Intelligence and hyper-s

The policy framework and practical challenges in US Renewables

Jul 16 2024 26 mins  
The Inflation Reduction Act, permitting delays, uncertain tax credits, a macro-interconnected grid, battery storage, transmission limitations and increased grid load-the big story in the US is the growth of Renewables however what are the practical implications for efficient power distribution? Join the conversation with John DiMarco, Igneo Infrastructure Partners and Greg Whetsto

The Ownership of Infrastructure and the Risks of Cyber-Security

Jun 26 2024 19 mins  
Owning the very businesses that make the world run smoothly presents many risks that we seek to mitigate on a daily basis. Perhaps the most challenging to track, assess and manage of these risks is cyber-security in an environment where data-ransoming and cyber-attacks are on the rise. In this episode of Keeping it Real Assets listen to Alex Nassuphis. Managing Director at Igneo di

Igneo's 2023 Responsible Investment Report

May 14 2024 25 mins  
We are delighted to present the key findings, developing themes and standout trends from Igneo’s Global Responsible Investment Report in the latest episode of our podcast series-Keeping it Real Assets. Listen to Sophie Durham and Rowan Element, our respective regional Heads of Responsible Investment as they provide an overview of the progress made by Igneo portfolio companies in

Board Governance and Climate Change

Apr 23 2024 28 mins  
In this wide-ranging discussion Igneo’s Head of Responsible Investment for Europe, Sophie Durham, speaks with Karina Litvack, Non-Executive Director on the energy transition, the role of exclusion, setting climate change targets, greenwashing and green hushing and demonstrating progress on the energy transition.**********************Important informationThis material is for gener

North America- The Outlook for Mid-Market Infrastructure Investments

Mar 27 2024 23 mins  
Recent years have seen an increasing shift to size in North America-bigger funds, bigger investors and bigger transactions. As a result the mid-market for Infrastructure is looking a little unloved. Join Igneo’s co-heads of North America John Ma and Michael Ryder as they discuss this segment of the market and why they believe it offers opportunity for those that can dedicate a fo

Exiting Long-Term Infrastructure Investments

Feb 27 2024 38 mins  
Since 2019 Igneo has successfully exited 9 of its European portfolio companies. In this episode of our podcast series ‘Keeping it Real Assets’ Marcus Ayre Head of Europe, Igneo Infrastructure Partners, discusses the philosophy of long-term buy and hold infrastructure investing and why we may nonetheless decide to exit a business.**********************Important informationThis m

The Future of Renewables

Jan 31 2024 30 mins  
According to the IEA, in 2023 Global annual renewable capacity additions increased by almost 50% to nearly 510 gigawatts (GW), the fastest growth rate in the past two decades and the 22nd year in a row that renewable capacity additions set a new record. The increases in renewable capacity in both Europe and the United States hit all-time highs, with over 22% of European energy dema