Infrastructure Funds
topic on 3 shows · 4 statements across 3 episodes
Capital Allocators
Catalyst
the Green Blueprint
4 statements about Infrastructure Funds, every show
Fernandez: $60B–$70B infra funds have 15-year track records without project losses
“There is 70, 60, seventy billion dollar infrastructure funds that have a 15 year track record that have never lost money on any project they've invested in.”
Fernandez: Proven climate tech remains unfinanceable until de-risked for infrastructure funds
“The challenge is the fact that these companies reach a point where the technology has been proven, but it has not been the risk in the eyes of large scale infrastructure capital, right? Whether that is Infra funds or project finance banks, right? So you need t…”
Fernandez: $70B infrastructure funds hold 15-year zero-loss records across all projects
“There is 70, 60, seventy billion dollar infrastructure funds that have a 15 year track record that have never lost money on any project they've invested in.”
Monk: Clean infrastructure assets cannot support 2-and-20 fee structures
“And when they look to the traditional private equity funds or infrastructure funds to see if there are exciting products there, they don't see any because the fee structures are too high for the underlying assets. They won't, those assets won't support a two a…”