Скачать или смотреть Exploring Infrastructure Investing with Michael Underhill | Tao of Chao 06

Philip talks infrastructure investing with Michael Underhill.

Michael is Chief Investment Officer at Capital Innovations and an expert in quantitative economics. He shares his extensive knowledge and experience in infrastructure finance, highlighting the vital role it plays in society and its potential as an investment opportunity.

Discover how infrastructure goes beyond roads and bridges, encompassing utilities, renewables, airports, seaports, and more. Gain insights into the diversification benefits, income generation, capital appreciation, and inflation protection offered by infrastructure as an asset class.

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⏰ TIMESTAMPS

00:00 // Cold Open
00:30 // Title
01:19 // Introduce Michael Underhill
02:26 // Michael Underhill's Past / What is infrastructure
04:16 // How do you think about infrastructure and investing?
06:15 // History of the shift from public to private infrastructure investing
10:07 // The future of private infrastructure investing
13:12 // The future of infrastructure investing / public-private partnerships
17:33 // Pricing infrastructure services
21:35 // Finacial modeling
23:28 // Digital Infrastructure and AI revolution
26:06 // Satelite companies as infrastructure
27:25 // How do we invest in infrastructure today
29:07 // Listed and non-listed public and private investment opportunities
31:26 // Investment opportunities outside of pension funds, endowments, and foundation portfolios
33:28 // Infrastructure and risk
36:35 // Liquidity / Private infrastructure investing accessibility
38:42 // Size of projects accessible to investors
40:25 // Infrastructure and ESG investing
44:41 // How much should you invest in infrastructure
48:20 // Regulation in infrastructure investing
50:46 // What should we take away from infrastructure investing
51:23 // Conclusions

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👓 Learn more about our HOST

Philip Chao
Website: https://philipchao.us
Follow Philip on LinkedIn:   / philipchao1  

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👓 Learn more about our GUEST

Michael Underhill
Website: https://capinnovations.com

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#TAOOFCHAO #PHILIPCHAO #podcast #investing #finance #infrastructure #investmentportfolio #diversification

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👨🏻‍⚖️ DISCLOSURE: Views expressed in the Tao of Chao podcasts are individual opinions and they do not represent the employers of each guest or the firm with which each guest is associated. Our podcasts are for educational and informational purposes only and should not be deemed or viewed as investment advice or recommendations. Please consult your personal financial advisor, investment expert, or investment fiduciary before taking any actions about your plan and investments.