March 28, 2025 | 12:30pm ET | 1 CE Credit
The Power of Private Infrastructure: Investing Behind Today’s Global Megatrends
Private infrastructure has grown into a more than $1 trillion asset class, playing an increasingly critical role in both institutional and high-net-worth portfolios. As global megatrends reshape economies, infrastructure investment has never been more timely or important, sitting at the center of three transformative themes: digitalization, energy transformation, and the realignment of global supply chains.
Join investment leaders from Stonepeak – the world’s largest independent infrastructure specialist – for a deep dive into the evolving private infrastructure investment landscape and the opportunities it presents. They will explore:
- How can private infrastructure investments deliver resilient, risk-adjusted returns?
- What is the impact of digitalization, energy transformation, and supply chain realignment on global markets?
- Where is private capital being deployed to support these long-term trends?
Discover the fundamentals of infrastructure investing
Find out from Stonepeak’s senior team what makes infrastructure such an attractive asset class and the compelling case for private infrastructure investment today.
Why infrastructure
Stonepeak Co-Founder, Chairman, and CEO Michael Dorrell and Co-Presidents Luke Taylor and Jack Howell share an overview of the defensive and predictable asset class that keeps our societies functioning, our economies growing, and our world moving.
Why infrastructure
A deeper dive into the history and evolution of private infrastructure as an asset class, and the important role that infrastructure can play in a diversified investment portfolio.
Why now
Stonepeak Co-President Luke Taylor, Senior Managing Director Dan Schmitz, and Managing Director Cyrus Gentry explain why infrastructure investing has never been more timely or important given the capital required to replace or modernize the world's infrastructure, including across the digital, energy, and transport sectors.
What makes infrastructure “infrastructure”?
A closer look at the key characteristics that infrastructure assets typically exhibit and how they play out in practice through case studies on cold storage, LNG shipping, and data centers.
Putting money to work in the real world
Stonepeak is capitalizing on the estimated $100 trillion investment opportunity to replace and modernize the world’s infrastructure. Explore additional insights from our experienced investment team on the latest megatrends shaping the asset class.
Digitalization
Laying foundations for the AI frontier
Andrew Thomas, Senior Managing Director and Head of Digital Infrastructure, Americas and Asia, explains how all players in the AI gold rush depend on the same infrastructure – advanced data centers and next-generation fiber networks – and how Stonepeak’s digital infrastructure investments underpin the AI revolution.
Supply Chain Revitalization
Investing in the journey, not the destination
James Wyper, Senior Managing Director and Head of Transportation and Logistics, discusses the evolving dynamics and consumer expectations driving enormous investment opportunity in the transport and logistics sector, and Stonepeak’s deep experience investing in assets that form the backbone of the global economy.
Energy Transformation
Turning waste into wealth
Anthony Borreca, Senior Managing Director and Co-Head of Energy, outlines the tremendous challenge and opportunity of meeting global energy needs, and highlights how we’re investing across the entire value chain to supply reliable and affordable energy – including renewable natural gas from dairy farms.