Episode Details

Welcome back to the Alt Goes Mainstream podcast.

Today’s episode brings infrastructure investing to life — literally.

We sat down in and walked through one of Stonepeak’s data center assets with Managing Director and CEO of SP+ INFRA, Cyrus Gentry.

Cyrus has played an integral role in Stonepeak’s rapid ascent as a firm and the growth of its wealth solutions business, Stonepeak+, joining early in the firm’s history and helping the firm grow to approximately $80B in AUM.

Cyrus brings a private equity perspective to infrastructure investing. Prior to Stonepeak, he held investing roles at BC Partners and Advent International. He also serves as one of the Church Commissioners for the Church of England, who hold responsibility for managing the Church’s £11.1B permanent endowment fund.

Cyrus and I had a fascinating and thought-provoking discussion about infrastructure investing and why and how it can fit within a wealth client’s portfolio. We covered:

* How Cyrus’ background in private equity investing has transferred over to investing in infrastructure.

* The opportunity and risks of data center investing.

* The risk of overbuilding in data centers.

* Why location matters for data centers.

* What makes interconnection data centers attractive data center assets.

* How Cyrus and Stonepeak have built their wealth solutions business and how they’ve endeavored to be different in how they’ve built out the business.

* How Stonepeak’s wealth business is a reflection of the firm’s DNA.

Thanks Cyrus for coming on the show to share your expertise, wisdom, and passion for infrastructure investing and working with the wealth channel.

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A word from AGM podcast sponsor, Ultimus Fund Solutions

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