In this podcast, part of PEI Group's Private Markets 2030 programme, guests from Brookfield discuss the opportunities and risks around artificial intelligence in infrastructure.
The rise of AI is driving an unprecedented build-out of data, compute and energy infrastructure. Private investors with deep operational expertise are uniquely positioned to generate long-term value from this mega-trend, says Brookfield’s Stewart Upson.
There is now proof of concept that institutional and retail products can successfully be managed side by side, say Davis Polk’s Andrew Ahern, Oran Ebel, Christopher Healey and Leor Landa.
A thorough approach to investing in adaptation and resilience will deliver long-term value, says Shami Nissan from Actis.
Diverging sustainability regimes present challenges for GPs, particularly when raising capital from both LPs in Europe and those in US ‘anti-ESG’ states, say Debevoise & Plimpton’s Ulysses Smith and Patricia Volhard.
Perceived risks around emerging markets are often exaggerated or ill-informed, while those that do exist can be structured for or insured against, says Neda Vakilian at Actis.
The ability to achieve impact across a range of asset classes within a single vehicle is an important development for the industry, says Schroders Capital’s and BlueOrchard’s Maria Teresa Zappia.
A widening pool of investors are approaching climate investment with a focus on outcomes and themes, say Emily Pollock and Holly Turner at Schroders Capital.
Effective data analysis is critical in identifying investment opportunities and driving portfolio company improvements, say Andrew Pike and Meaghan Conway at Ares Management.
Hard assets will drive the energy transition, but many parts of the enabling supply chains, such as the equipment, services and software needed to build out those assets, are currently facing bottlenecks, says Permira’s Kush Patel.