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...Let’s Talk Investing in Infrastructure with Bill Pappas
Manage episode 462387858 series 3568743
Bill Pappas is the Managing Director and Head of Core Infrastructure and Structured Credit at PGIM Private Capital. He is a veteran of structured credit and finance within the infrastructure industry.
Keshav and Bill explore the nuanced infrastructure investment landscape through the lens of private capital and alternative investment. Their discussion covers the political and regulatory landscape, the impact of technology on energy infrastructure, and how structured solutions can enhance portfolio diversification within this complex asset class.
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Key Takeaways:
Infrastructure Investing in 4 Global Megatrends. [3:28]
Navigating the Political and Regulatory Risk of Infrastructure Investments. [5:49]
Demand for Energy Drives Diverse Infrastructure Opportunities. [12:46]
Infrastructure Investing is Nuanced and Complex. [17:29]
Structured Credit and Private Equity Offer a Broader Range of Solutions to Investors. [19:29]
Infrastructure Investments Enhance Portfolio Diversification. [21:09]
*The views expressed herein are those of the speaker at the time the comments were made and may not be reflective of their current opinions and are subject to change without notice, and should not be considered investment advice.
Find Out More About Alternative Investing:
Shareables:
“With digitalization, deglobalization, demographics, and decarbonization, we are seeing a greater need for private capital solutions in all of these dimensions. You need tailored solutions beyond what traditional bank capital can provide.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #PGIPodcasts #institutionalinvesting
“The geopolitical landscape is more complex and dynamic and challenging than any time we've seen in recent times but the supply of capital is there in the private sector.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #PGIMPodcasts #alternativeinvesting
“In the U.S., data center demand is expected to grow 20% a year through the end of the decade.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #PGIMPodcasts #institutionalnvesting
“We are seeing continued growth in investment that's driven by private equity. That's been a massive dynamic that is influencing the markets.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #investing #PGIMPodcasts
“With infrastructure, within a portfolio, you've got inflation balance, underlying asset resilience, and stability for investors.” — Bill Pappas, Head of Core Infrastructure and Private Credit at PGIM Private Capital #investing
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