
All the Capital
Bridging the Capital Gap: Positioning for Expanding Infrastructure Opportunities
Infrastructure needs are growing as aging transportation networks, energy-security investments and the digital transformation of the global economy increase demand for funding. At the same time, constraints on traditional sources of capital are creating a broader opportunity set for private infrastructure investors across sectors, geographies and positions in the capital structure. In this inaugural episode of All the Capital , host Keshav Rajagopalan is joined by Josh Shipley and Federico Chiaramonte to discuss: why infrastructure continues to attract investor interest; how investors are expressing conviction across the infrastructure market; and which deal terms and sector trends may matter as capital is deployed. Recorded on August 27, 2026.





