Chris Janiec
A revaluation of what constitutes an infra asset and the need to build a low carbon global economy are pulling energy transition and project finance capital pools towards ag.
Green Investment Group Americas head William Demas says infra LPs are being drawn into corners of agriculture offering similar characteristics to transportation, logistics or power.
Vision Ridge partner George Polk says shifts among policymakers and food companies have sharply increased demand for renewable natural gas.
The $4.2bn deployed over two decades in the Chesapeake Bay could provide lessons for investors and policymakers as the need for a private capital injection looms large.
PGIM CIO Taimur Hyat says other parts of the economy face greater risk of abrupt repricing due to the growing salience of climate risk.
Principal Ryan Ramsey says a similar focus on low correlation, capital preservation and specialised management of long lived, capital-intensive assets is part of what makes ag 'ripe for institutional investment.'
Partner Elisabeth Hivon says anaerobic digesters like the one in Twin Falls will likely be the focus of the infrastructure specialists’ ag-related investments in North America.
The Canadian pension’s private debt unit has added HSBC veteran Oliver Duff to spearhead its expansion into the European market.