Class 18 Building the Future: Understanding the Tailwinds Behind Infrastructure Investing November 19, 2024 • 11:00am ET
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- David Cohen and Trevor Mills, both Partners on Apollo’s Infrastructure Team, analyze the secular and macroeconomic forces fueling infrastructure demand and discuss an investment framework that, in their view, can create long-term value for infrastructure companies.
In this class, David and Trevor will cover:- Why invest in infrastructure today?
- Current macroeconomic and secular trends supporting infrastructure
- The anatomy of modern private infrastructure investing and portfolio management
- How infrastructure can impact the risk-return profile of a 60/40 portfolio