logo
episode-header-image
Mar 2025
12m 27s

Where Infrastructure Deals Are Heading

HUGH MACARTHUR, BAIN & COMPANY
About this episode
In part two of our infrastructure series, we take a closer look at which sub-sectors are heating up, and how opportunities across energy and tech are converging. 
Up next
Jul 29
Looking Over the Horizon w/ CVC's Rob Lucas
In part two of our interview series with the CEO of CVC, we explore how they’re navigating one of the toughest fundraising markets in decades, their firm-wide embrace of AI and why he considers Europe one of the world’s most compelling markets for generating alpha. 
18m 39s
Jul 22
Himalayan Heights w/ CVC's Rob Lucas
CVC CEO Rob Lucas explains how climbing the world's highest mountains—from the Seven Summits to K2—has helped shape the leadership philosophy behind one of the world's leading private equity firms. 
26m 35s
Jul 1
Employee Ownership at Scale w/ KKR's Pete Stavros
In part two of our interview series, Pete Stavros shares how KKR has scaled employee ownership to 85 companies and 200,000 frontline workers — and why it can be a powerful performance lever when done right. 
17m 9s
Recommended Episodes
Dec 2024
204: Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opportunity
<p>In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon econo ... Show More
18m 31s
Apr 2021
Michael Zezas: U.S. Infrastructure - Sectors to Watch
<p>What stock sectors could fundamentally benefit from infrastructure spending?&nbsp;To answer this question, it’s important to follow the money.</p> 
2m 37s
Sep 2025
232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing
Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of gr ... Show More
18m 24s
Feb 2024
Navigating the path to a just energy transition
<p>Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ... Show More
23m 28s
Feb 2021
Special Episode: The Shifting Dynamics of Oil and Energy
<p>Two big stories are underway in oil and energy markets: changing supply and demand factors amid COVID-19 vaccinations and the impact of ESG considerations. We dive into both.</p> 
9m 40s
Jul 2025
Now is the time for infrastructure secondaries with Tim Rees
In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum. They cover: Growth of infrastructure asset cl ... Show More
24m 37s
Feb 2024
The Deal Room: The sobering of SPACs and the IPO market heats up
tail spinning
34m 41s
Jun 2024
Powered for Change: A New Path to Net Zero
Making meaningful progress toward a net-zero transition requires a new era of collaboration between global stakeholders — from oil, gas and power providers to heavy industry such as steel, metals and mining, cement, chemicals, freight and logistics, to light industry that include ... Show More
22m 25s
Oct 2023
Hungry Like the Wolf: Data centers and new power-intensive tech
The rapid growth of digital infrastructure like AI, edge computing, virtual reality and private clouds is making data centers—once an underappareciated niche—into an increasingly important commercial real estate sector. DigitalBridge CEO Marc Ganzi and CBRE’s Pat Lynch share insi ... Show More
41m 55s