Best Igneo Infrastructure Partners Podcasts (2025)

1
116: Igneo Infrastructure Partners' Danny Latham – Infrastructure 2.0, Waste to Energy and Transition Assets 1:00:52

20h ago1:00:52

1:00:52

In this episode of the [i3] podcast, Conversations with Institutional Investors, we speak with Danny Latham, Partner and Head of Australia and New Zealand for Igneo Infrastructure Partners. We discuss the evolution of infrastructure assets, termed "Infrastructure 2.0," which includes renewable energy, digitalisation, and waste management. Danny hig…

1
Igneo’s Innovation in Infrastructure – Episode 5 – Scandlines 26:13

15d ago26:13

26:13

In this fifth episode of our Innovation in Infrastructure podcast mini-series we are delighted to welcome Eric Grégoire, the CEO of Igneo portfolio company Scandlines. Scandlines already owns the world’s largest fleet of hybrid ferries which operate between Germany and Denmark. The company is about to take the next big step on its green journey wit…

1
115: Gain Line Analytics' Ben Darwin – Performance Analytics, Team Cohesion and The Wallabies 1:07:44

22d ago1:07:44

1:07:44

Ben Darwin is the Co-founder and General Manager of Corporate at Gain Line Analytics and in this episode we're going to take a look at what makes teams successful and stay successful. Ben is a former Wallaby player, having played 28 test matches for Australia. He's a former coach and a performance analyst, having worked with a number of rugby teams…

1
114: Bellmont Securities' Michael Block – The Michael Block Roadmap to Investing 59:27

1M ago59:27

59:27

Michael Block is Chief Investment Officer of Bellmont Securities and Adjunct Industry Professor at the University of Technology Sydney (UTS), where he helped establish the UTS Anchor Fund. The UTS Anchor Fund is a live investment portfolio managed by students to give them hands on experience with managing portfolios. In this episode, we take a look…

1
Acquisition of Höegh Evi 11:57

1M ago11:57

11:57

On 30 April 2025 Igneo formally acquired a 50% stake in the Norway headquartered, Floating Storage Regasification Unit (FRSU) operator Hoegh EVI. In the NEWSFLASH episode of Keeping it Real Assets, Alexander Nassuphis provides his thoughts on the role FSRUs and market leader Hoegh Evi are expected to play in the provision of long-term energy suppli…

1
Acquisition of B+T Group 11:25

2M ago11:25

11:25

Earlier this year Igneo extended its exposure to the waste sector with the acquisition of the 170 year old B+T Group, an integrated waste management company which operates across France and Germany. In the NEWSFLASH episode of Keeping it Real Assets Nils Plaine provides an overview of the company and its positioning across waste sorting and treatme…

1
113: FCLT's Eduard van Gelderen – Long Term Investing, Concentrated Portfolios and Decarbonisation 44:39

2M ago44:39

44:39

Eduard van Gelderen is Head of Research for Focusing Capital on the Long Term (FCLT), an organisation that was established in the wake of the Global Financial Crisis, or Great Recession as it is known in the US, to move away from a so-called “quarterly capitalism”, which arguably contributed to the crisis, and towards a true long-term mind-set. Van…

1
112: Fulcrum's Suhail Shaikh – Absolute Return Investing, Market Timing and The Role of Luck 46:34

3M ago46:34

46:34

Suhail Shaikh is Chief Investment Officer of Fulcrum Asset Management and is the portfolio manager of Fulcrum’s Discretionary Macro and Diversified Absolute Return strategies. In today’s incredibly volatile environment of tariff wars and deglobalisation, investors tend to be more sensitive about the level of their absolute returns, than their perfo…

1
Igneo’s Innovation in Infrastructure - Episode 4 - A European New World - Nordion Energi and Sweden’s Energy Transformation 29:35

4M ago29:35

29:35

In this the fourth episode of our Innovation in Infrastructure podcast mini-series we are delighted to welcome Hans Kreisel, the CEO of Igneo Swedish portfolio company Nordion Energi. Society is in the midst of a major climate transition where gas and electricity infrastructure will play a key role. There is no shortage of renewable energy. The cha…

1
111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio 34:37

4M ago34:37

34:37

In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show! Overview of Podcas…

1
110: Allspring Global Investment's Jamie Newton – Is Now The Time to Add Duration? 30:30

5M ago30:30

30:30

In episode 110 of the [i3] Podcast, we speak with Jamie Newton, Head of Global Fixed Income Research and Deputy Head of Sustainability at Allspring Global Investments. We discuss why now is a good time to add duration to fixed income portfolios, concerns over the lack of experience with high default rates in private credit and opportunities in data…

1
Igneo’s Innovation in Infrastructure - Episode 3 - On the ground and in the skies - Brisbane Airport 25:41

6M ago25:41

25:41

Episode 3 of our mini-series which focuses on Innovation in Infrastructure is here! We are delighted that Simon Montague from the Global Infrastructure Investor Association is hosting this series. In this episode Simon is joined by Oscar Mann, Airport Innovation Lead, Technology at Australia’s Brisbane Airport. Brisbane Airport was privatised in 19…

1
109: Is DeepSeek What It Promised To Be? – Will Liang Explains New AI Model 28:10

6M ago28:10

28:10

In episode 109, we are back with Will Liang, Executive Director at MA Financial, to discuss the introduction of DeepSeek and the impact on the future development of artificial intelligence and the global economy. Are tech firms going to scale back their investments due to this low cost model, or is it all a bit of a hype? Enjoy the Show! Overview o…

1
Acquisition of ENSO 11:53

7M ago11:53

11:53

In December 2024 Igneo agreed the 100% acquisition of Madrid-based bioenergy company ENSO Group. In this NEWSFLASH episode Ignacio Perez provides an insight into this innovative company and its focus on facilitating the decarbonisation of Iberia’s heat and electricity supply utilising electric, thermal and cogeneration biomass plants. *************…

1
108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT 35:57

7M ago35:57

35:57

Private credit has evolved significantly since the global financial crisis, and Brendan Carroll, Senior Partner at Victory Park Capital, has been at the forefront of that transformation. In this episode, we explore how private credit investments are adapting to meet the needs of insurers, the growing role of asset-backed lending, and why insurance …

1
107: Scott Donald on Governance and Member Meetings 39:08

8M ago39:08

39:08

In episode 107 of the [i3] Institutional Investment Podcast, we speak with Scott Donald, Associate Professor at the School of Private and Commercial Law of the University of New South Wales, about his research into governance and the now mandatory annual member meetings of superannuation funds. How do funds field questions from members? How can we …

1
Igneo's Innovation in Infrastructure-Episode 2-enfinium and the Carbon Capture Question 36:15

8M ago36:15

36:15

The Keeping it Real Assets podcast continues! 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 Global Infrastructure Investor Association is hosting this series. In this the second episo…

1
Acquisition of Autovia Douro Litoral 11:15

9M ago11:15

11:15

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 …

1
106: Tuckwell Family Office's Craig Dandurand 59:25

9M ago59:25

59:25

In episode 106 of the [i3] Institutional Investment Podcast, I speak with Craig Dandurand, Chief Investment Officer of the Tuckwell Family Office. Craig has an impressive career in the investment industry that spans time with US pension fund CalPERS and Australia's the Future Fund. We talked about his background in credit investing, setting up a he…

1
105: T. Rowe Price's Jessica Sclafani 29:21

9M ago29:21

29:21

In episode 105 of the [i3] Institutional Investment Podcast, we speak with Jessica Sclafani, a Global Retirement Strategist with US fund manager T. Rowe Price, which manages $1.6 trillion in total assets on behalf of clients. Retirement is a more complex phase than wealth accumulation and it needs a more sophisticated approach to deliver good outco…

1
Igneo’s Innovation in Infrastructure-Episode 1- Evos & European Bulk Liquid Storage 22:47

10M ago22:47

22:47

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 Global Infrastructure Investor Association is hosting this series. In this first episode Simon is joined …

1
104: State Super's John Livanas 45:20

10M ago45:20

45:20

John Livanas is the Chief Executive Officer of State Super, the $37 billion superannuation fund for public service and public sector workers in NSW. In this episode, we talk about the use of defensive overlays, dealing with the COVID drawdown and machine learning in investments. Enjoy the show! Overview of podcast with John Livanas, Chief Executive…

1
103: Janus Henderson's Matt Culley 44:20

11M ago44:20

44:20

Matthew Culley is a Portfolio Manager on the Emerging Market Equity Team at Janus Henderson Investors. In this podcast, we talk about the best performing markets, tensions around China, the impact of the US elections and fighter jets. Enjoy the Show! Overview of [i3] Podcast with Matt Culley, Janus Henderson Investors 02:00 I initially wanted to be…

1
The growth of US Data Centres and the implications for power demand 24:12

12M ago24:12

24:12

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 Art…

1
102: Qantas Super's Andrew Spence 44:50

1y ago44:50

44:50

In episode 102 of the [i3] Podcast, we speak with Andrew Spence, Chief Investment Officer of the $9 billion corporate super fund Qantas Super. Qantas Super recently announced to merge with ART and we took the opportunity to look back at the investment strategy that Spence put in place as the fund's first CIO, the innovations along the way and lesso…

1
The policy framework and practical challenges in US Renewables 26:44

1y ago26:44

26:44

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 Infrast…

1
101: ECP's Damon Callaghan and Sam Byrnes 47:23

1y ago47:23

47:23

In episode 101 of the [i3] Podcast, we speak with Damon Callaghan and Sam Byrnes of asset management firm ECP. ECP was established by Dr. Manny Pohl of Hyperion Asset Management fame and in this episode we talk about the opportunities and challenges of artificial intelligence when investing in Australian equities. Enjoy the show! 01:00 How we got s…

1
The Ownership of Infrastructure and the Risks of Cyber-Security 19:10

1y ago19:10

19:10

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 Nassup…

1
100: Private Equity Co-investments with Neuberger Berman 41:59

1y ago41:59

41:59

It is our 100th episode of the [i3] Podcast and we are celebrating this with an in-depth discussion on innovation in private equity, especially mid-life transactions, with David Morse, Managing Director and Global Co-Head of Private Equity Co-Investments at Neuberger Berman. Enjoy the show! Overview of Podcast with David Morse of Neuberger Berman 0…

1
Igneo's 2023 Responsible Investment Report 25:20

1y ago25:20

25:20

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 …

1
99: Global Equities with Janus Henderson 39:36

1+ y ago39:36

39:36

In episode 99 of the [i3] Podcast, we speak with Julian McManus, who is a Portfolio Manager on the Global Alpha Equity Team at Janus Henderson Investors. We spoke about global equities, the role of the Magnificent 7, Japanese equities and hybrid cars. Enjoy the show! Overview of Podcast with Julian McManus, Janus Henderson Investors 02:00 Getting i…

1
Board Governance and Climate Change 28:09

1+ y ago28:09

28:09

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 inf…

1
98: Artificial Intelligence in Wealth Management 1:01:41

1+ y ago1:01:41

1:01:41

In episode 98 of the [i3] Podcast, we are speaking with Will Liang, who is an executive director at MA Financial Group, but is also well-known for his time with Macquarie Group, where he worked for more than a decade, including as Head of Technology for Macquarie Capital Australia and New Zealand. We discuss the application of AI in financial servi…

1
97: Talking Leadership with Felicity Walsh 48:37

1+ y ago48:37

48:37

In this episode of the [i3] Podcast, we speak with Felicity Walsh, Managing Director and Head of Australia & New Zealand for Franklin Templeton about leadership, fostering a great work culture, mentorship and lab coats. Enjoy the show! Overview of Podcast with Felicity Walsh, Franklin Templeton 01:00 Hanging up the chemistry lab coat and safety spe…

1
North America- The Outlook for Mid-Market Infrastructure Investments 23:49

1+ y ago23:49

23:49

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 …

1
96: T Rowe Price's Maria Elena Drew – Towards Net Zero Portfolios 41:51

1+ y ago41:51

41:51

In episode 96 of the [i3] Podcast, we speak with Maria Elena Drew, Director of Research – Responsible Investing, at T. Rowe Price about the challenges and opportunities of transforming investments into net zero portfolios. How does it affect your objectives and engagement with companies? Enjoy the show! Overview of Podcast with Maria Elena Drew, T.…

1
95: CAIA's John Bowman – Alternatives, ESG and TPA 51:32

1+ y ago51:32

51:32

John Bowman is President of the Chartered Alternative Investment Analyst (CAIA) Association. In this episode we look back at the growth of the alternative investment industry, in particular private equity, discuss ESG and take a look at the upcoming paper on the total portfolio approach Overview of podcast with John Bowman, CAIA 02:00 I got involve…

1
Exiting Long-Term Infrastructure Investments 38:29

1+ y ago38:29

38:29

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. ******************…

1
The Future of Renewables 30:01

1+ y ago30:01

30:01

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, wit…

1
94: ART's Andrew Fisher on Scale 37:19

1+ y ago37:19

37:19

Andrew Fisher is the Head of Investment Strategy at the Australian Retirement Trust (ART), a $260 billion pension fund in Australia. In this episode of the [i3] Podcast, we reflected on the merger with QSuper and the implications the larger scale of the fund has on the investment strategy. Enjoy the show! Overview of Podcast with Andrew Fisher, 202…

1
93: NextEnergy Capital's Mike Bonte-Friedheim 38:25

1+ y ago38:25

38:25

In episode 93 of the [i3] Podcast, we speak with Michael Bonte-Friedheim, the Founding Partner and Group CEO of NextEnergy Capital, a firm that specialises in investing in solar energy plants. We talk about the role of subsidies, the growth of the sector and the fact that ESG in solar isn't just about renewable energy Overview of Podcast with Micha…

1
DAH Group acquisition 11:04

1+ y ago11:04

11:04

In this newsflash episode of Keeping it Real Assets, Moritz Lindhorst, Director, Igneo, provides an overview of DAH Group Igneo’s latest European acquisition and describes how the development of biogas and biomethane development is supporting Germany’s transition to greener, domestic supplies of energy ********************** Important information T…

1
Estonia-The transition of a country’s power mix 25:15

1+ y ago25:15

25:15

Utilitas is Estonia’s leading renewables and district heating operator. The path to net zero no later than 2030 is driving all that the company does and in its objectives a country and a company are a rare thing-closely aligned. To hear more about this fascinating and transformative company listen to the latest episode of Keeping it Real Assets as …

1
92: Benefit Street Partners' Mike Comparato 33:05

1+ y ago33:05

33:05

Mike Comparato is Managing Director and Head of Real Estate at Benefit Street Partners, a credit-focused alternative asset management firm owned by Franklin Templeton. In this episode, we cover Mike's views on the turmoil that the commercial real estate market is facing and the impending debt maturity wall that could set off a hurricane. Overview o…

1
91: Celebrating 20 Years of NZ Super 48:04

1+ y ago48:04

48:04

This year we celebrate 20 years of New Zealand Super. We speak to the fund's CEO, Matt Whineray, about the evolution of the fund throughout the years, do a deep dive into its strategic tilting program and cover responsible investing, AI and much more. Enjoy the show! Overview of Podcast with Matt Whineray, CEO of NZ Super on 20 years of the fund 01…

1
The Outlook for Infrastructure 29:59

1+ y ago29:59

29:59

High inflation. High interest rates. Economic uncertainty. An energy crisis. Political instability. Supply chain disruption. How do you invest in European Infrastructure with this macro-backdrop? Join Hamish Lea-Wilson, Partner at Igneo discussing the infrastructure deal market with Ali Kazmi, Partner, Global Co-Head of Infrastructure Rothschild & …

1
90: Janus Henderson 2023 Australian Insurance Report 36:54

2y ago36:54

36:54

In this episode of the [i3] Podcast, we speak with Jay Sivapalan, Head of Australian Fixed Income at Janus Henderson about the company's 2023 Australian Insurance Report, a survey of insurance companies and their plans for their investment portfolios. The survey found that no less than 9 out of every 10 insurers plan to change their strategic asset…

1
89: Michael Kollo on Artificial Intelligence 41:14

2y ago41:14

41:14

In episode 88 of the [i3] Podcast we speak with Dr. Michael Kollo about artificial intelligence and large language models such as chatGPT. We talk about their application to the institutional investment industry and discuss why Australia is so distrustful of AI. Please enjoy the show! Overview of Podcast with Dr. Michael Kollo 01:00 Getting involve…

1
The Energy and Infrastructure Debt Market 25:01

2y ago25:01

25:01

While Igneo Infrastructure Partners is an equity investor, the role of debt in any business is key, especially in infrastructure when we assume ownership for the long-term. What happens to equity returns when the cost of debt of rises? Join Alessandro Valenti, Head of Financing at Igneo as he discusses recent changes in the debt markets and the imp…

1
88: HMC Capital's David Di Pilla 30:48

2y ago30:48

30:48

David Di Pilla is Managing Director and Group Chief Executive Officer of HMC Capital, a diversified alternative investment firm. In this episode, we speak about the challenges of building a new investment firm during the COVID-19, the attraction of healthcare real estate and the taking a private equity approach to listed markets. Please enjoy the s…

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Igneo Infrastructure Partners Podcasts

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