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175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25
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Manage episode 475555987 series 2470912
Content provided by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?
The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture.
At the heart of this journey is Cresta, a $2 billion specialist fund positioned at the intersection of Private Equity and Infrastructure. Chris Rozzell, the fund's Managing Partner, shares insights on how a fund focused on industrial sectors can thrive in underappreciated sub-sectors like mid-stream infrastructure—areas often overlooked by larger, more traditional funds.
By adopting a strategy akin to a scavenger's approach, Cresta has capitalized on these opportunities. Chris also discusses the impact of the new US administration on his investment thesis and why choosing the Zag when everyone else is choosing the Zig has proven to be highly profitable.
While the Energy Transition is multifaceted, it is also fraught with blind spots. Cresta stands as a prime example of how industrial expertise can drive meaningful decarbonization efforts.
The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. Listeners should not make investment decisions based solely on the information in this podcast.
…
continue reading
The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture.
At the heart of this journey is Cresta, a $2 billion specialist fund positioned at the intersection of Private Equity and Infrastructure. Chris Rozzell, the fund's Managing Partner, shares insights on how a fund focused on industrial sectors can thrive in underappreciated sub-sectors like mid-stream infrastructure—areas often overlooked by larger, more traditional funds.
By adopting a strategy akin to a scavenger's approach, Cresta has capitalized on these opportunities. Chris also discusses the impact of the new US administration on his investment thesis and why choosing the Zag when everyone else is choosing the Zig has proven to be highly profitable.
While the Energy Transition is multifaceted, it is also fraught with blind spots. Cresta stands as a prime example of how industrial expertise can drive meaningful decarbonization efforts.
The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. Listeners should not make investment decisions based solely on the information in this podcast.
205 episodes
MP3•Episode home
Manage episode 475555987 series 2470912
Content provided by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Laurent Segalen and Gerard Reid, Laurent Segalen, and Gerard Reid or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?
The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture.
At the heart of this journey is Cresta, a $2 billion specialist fund positioned at the intersection of Private Equity and Infrastructure. Chris Rozzell, the fund's Managing Partner, shares insights on how a fund focused on industrial sectors can thrive in underappreciated sub-sectors like mid-stream infrastructure—areas often overlooked by larger, more traditional funds.
By adopting a strategy akin to a scavenger's approach, Cresta has capitalized on these opportunities. Chris also discusses the impact of the new US administration on his investment thesis and why choosing the Zag when everyone else is choosing the Zig has proven to be highly profitable.
While the Energy Transition is multifaceted, it is also fraught with blind spots. Cresta stands as a prime example of how industrial expertise can drive meaningful decarbonization efforts.
The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. Listeners should not make investment decisions based solely on the information in this podcast.
…
continue reading
The Energy Transition encompasses more than just power and AI. We have chosen to explore the niche yet crucial areas of waste gas, biofuels, sustainable aviation fuel (SAF), and emissions capture.
At the heart of this journey is Cresta, a $2 billion specialist fund positioned at the intersection of Private Equity and Infrastructure. Chris Rozzell, the fund's Managing Partner, shares insights on how a fund focused on industrial sectors can thrive in underappreciated sub-sectors like mid-stream infrastructure—areas often overlooked by larger, more traditional funds.
By adopting a strategy akin to a scavenger's approach, Cresta has capitalized on these opportunities. Chris also discusses the impact of the new US administration on his investment thesis and why choosing the Zag when everyone else is choosing the Zig has proven to be highly profitable.
While the Energy Transition is multifaceted, it is also fraught with blind spots. Cresta stands as a prime example of how industrial expertise can drive meaningful decarbonization efforts.
The discussion in this podcast is for informational purposes and should not be relied on as investment advice or an offer to sell or a solicitation for an offer to buy any securities. Any opinions expressed are those of the speaker and are subject to change. Listeners should not make investment decisions based solely on the information in this podcast.
205 episodes
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