{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets","title":"Stonepeak's Luke Taylor - what it takes to be a great infrastructure investor","html":"","width":"100%","height":180,"duration":3532,"description":"Welcome back to the Alt Goes Mainstream podcast.\nToday’s episode dives into the evolution of infrastructure investing with the leading scaled specialist firm in infrastructure.\nWe sat down in Stonepeak’s Hudson Yards office with the firm’s Co-President Luke Taylor to discuss the inner workings of the infrastructure investing world and unpack the story of how Stonepeak’s rapid ascent has seen the firm climb to $76.3B in AUM in 14 short years.\nLuke brings a wealth of experience to the infrastructure investing world. He is Co-President of Stonepeak and a member of all of the firm’s investment committees. He’s been investing in infrastructure for over 20 years, joining Stonepeak from infrastructure investing pioneer Macquarie Capital.\nLuke and I had a fascinating and thought-provoking discussion about infrastructure investing and why it’s becoming an increasingly important part of the private capital ecosystem. We covered:\nHow Luke went from growing up on a sheep farm to investing in infrastructure in New York.\nWhat Macquarie taught him about how to approach infrastructure investing.\nWhy he took the entrepreneurial leap to build Stonepeak and join Chairman, CEO, and Co-Founder Mike Dorrell from the firm’s earliest days.\nWhy infrastructure investing is more than toll roads, airports, and bridges.\nHow there are elements of a private equity approach to investing in, building, and operating infrastructure assets.\nWhere infrastructure fits in an investors’ portfolio.\nWhy individual investors should consider exposure to infrastructure assets.\nHas infrastructure proved itself through an inflation cycle?\nWhy scale matters in infrastructure investing.\nHow Stonepeak identified investing in data centers early on and well before the data center boom began.\nWhat type of demeanor and mindset makes for a successful infrastructure investor.\nThanks Luke for coming on the show to share your expertise, wisdom, and passion for infrastructure investing.\nA word from AGM podcast sponsor,...","thumbnail_url":"https://img.transistorcdn.com/AFAZ1vkAT92lFJtqt-r0HeFQ55KTdcbJHmgKXaMlAtY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5MDA4LzE2MTQ1/Mzk1MDUtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}