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Thursday, November 21, 2024

Talk Your Book: Infrastructure Investing


Today’s Talk Your Book is sponsored by CION Investments:

  • See here for more information on CION and GCM Grosvenor’s infrastructure fund

On today’s show, we discuss:

  • The partnership between CION Investments and GCM Grosvenor
  • The basics around the infrastructure asset class
  • What infrastructure investments actually are
  • How these fund products work
  • Liquidity around BDCs vs interval funds
  • Risk and return expectations around infrastructure products
  • Constructing an infrastructure portfolio
  • Thoughts on infrastructure investing during rate cycles and election years

Listen here:

Charts:


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