Episode Details

Jennifer Powers, Principal and Head of Infrastructure Credit at Eagle Point Credit, joins the InsuranceAUM Podcast to discuss the evolution of infrastructure credit and the growing opportunity across the middle market. She explains how the asset class has expanded beyond traditional infrastructure into digitalization, decentralization and decarbonization, creating opportunities across data centers, power, battery storage, grid modernization and other areas tied to the energy transition.   Jennifer also explores why smaller and middle market transactions can offer a differentiated opportunity set, the role of structuring and active portfolio management in protecting credit outcomes, and how experienced lenders can identify opportunities that may be overlooked by larger funds and traditional capital markets.   The conversation also turns to the rapid buildout of AI infrastructure, including growing demand for power, water, equipment and connectivity, and why investors need to remain disciplined as increasing amounts of capital enter the space.