Bridging the Capital Gap: Positioning for Expanding Infrastructure Opportunities

Infrastructure needs are growing as aging transportation networks, energy-security investments and the digital transformation of the global economy increase demand for funding. At the same time, constraints on traditional sources of capital are creating a broader opportunity set for private infrastructure investors across sectors, geographies and positions in the capital structure.

In this inaugural episode of All the Capital, host Keshav Rajagopalan is joined by Josh Shipley and Federico Chiaramonte to discuss:

• why infrastructure continues to attract investor interest;
• how investors are expressing conviction across the infrastructure market; and
• which deal terms and sector trends may matter as capital is deployed.

Recorded on August 27, 2026.