Infrastructure Upswing

Infrastructure assets – roads, airports, water utilities – are assets that most people believe they understand well and want to own. And yet investing in infrastructure is challenging and “takes a lot  of expertise,” according to Mark Weisdorf, CEO of J.P. Morgan Infrastructure Investments Group.

In an exclusive interview with Privcap, Weisdorf discusses what he learned about infrastructure in the downturn, the cyclicality of transportation assets, the difference between real asset and infrastructure allocation “buckets,” the long-term growth prospects for Asia, separate accounts and LP aptitude for direct investing, and investment theses around the US as a net exporter of energy.