The Role of Infrastructure in a Diversified Investment Portfolio with Matthew Moreno and Jake Kelsall (Ep.69)
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What if you could tap into the infrastructure of tomorrow, today?
As Americans, it’s fair to say that some of our infrastructure and urban grids are outdated and must be invested in and updated. How can you incorporate infrastructure in your portfolio?
Join Robert Curtiss and portfolio managers Matthew Moreno and Jake Kelsall from StepStone Group as they unpack the robust world of private infrastructure. From bustling airports to critical utilities and the intricacies of renewable energies, this episode uncovers why private capital is taking the reins from government efforts in evolving our global infrastructure.
- Discussing Overlooked Opportunities: Tap into the vast potential of maintaining and upgrading aging infrastructure assets across the globe. [04:00]
- Navigating Infrastructure Demand: Explore how key sectors are experiencing rapid growth, driven by electrification and globalization. [09:23]
- Investing Strategies and Risk Management: Learn how StepStone opens the infrastructure asset class to all scale investors and manages the inherent risks. [15:19]
- Correlation and Resilience: Discover the relative resilience of infrastructure investments despite global economic disruptions. [25:36]
- Portfolio Diversification: Understand how adding infrastructure could fortify your portfolio against inflation and market volatility. [31:39]
- And more!
Resources:
Connect with Robert Curtiss:
- rcurtiss@seia.com
- (626) 795-2944
- About Robert Curtiss
- LinkedIn: Robert Curtiss
- Facebook: Robert Curtiss
- SEIA
- LinkedIn: SEIA
Connect with StepStone Group:
About StepStone Group:
StepStone Group explores, evolves, and solves with its partners and clients, bringing together diverse specialists and perspectives to cover all of the private markets — uncovering what others may not. StepStone has a unique way of seeing, thinking about, and acting within the world of private markets. These attributes form the foundation of how the firm collaborates and helps clients succeed.
StepStone fosters an environment where everyone feels informed, confident, and empowered to act, applying their curiosity and skills to solve even the most complex challenges. The firm is deeply immersed in data, understanding that intelligence is everything — from the source and quality of data to the advanced tools used to analyze it. StepStone’s rigor, transparency, and proprietary technology yield sharper insights, which in turn inform better strategies and decisions.
Reaching and realizing the most compelling opportunities requires a platform with true breadth and depth, spanning all asset classes, strategies, and structures. That’s why StepStone built one — to provide greater vision, flexibility, and customization. The firm is truly global, with experts on the ground wherever its clients need to be. Now operating in 16 countries with 26 offices worldwide, StepStone’s presence attracts a powerful network of LPs and GPs, granting it distinctive views on every aspect of the private markets.