Topics

• David Cohen, Partner on Apollo’s Infrastructure Team, analyzes the secular and macroeconomic forces fueling infrastructure demand and discusses an investment framework that, in his view, can create long-term value for infrastructure companies.

  In this class, David covers:

  • 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