Henry: bullish on shale gas and energy-from-waste

Emil Henry (pictured, r), who started the widely touted Tiger Infrastructure Partners with backing from hedge fund icon Julian Robertson (pictured, l), thinks energy-from-waste and shale gas have a big role to play this year in infrastructure investing.

The founder of a much-vaunted infrastructure fund manager said he expected shale gas and energy-from-waste to figure prominently for the asset class in 2012.

Emil Henry, who started Tiger Infrastructure Partners, told Infrastructure Investor that the “development of shale gas” coupled with the “commercialisation…to exploit it” ranked as the most important development in the energy sector in the past 20-years.

“The building out of the gathering, transportation and treating infrastructure to exploit this resource are going to continue to be a major opportunity for the foreseeable future,” Henry said.

Henry also said New York-headquartered Tiger gained interest in energy-from-waste as a result of a need for “base-load renewable power,” as well as the landfill tip-fee level and an improvement in plant design. The energy-from-waste process is based on creating electricity or heat from the incineration of a waste source.

Henry started Tiger in 2009 with financing from investment legend Julian Robertson, who once ran hedge fund company Tiger Management. Prior to that, he worked as global head of infrastructure for Lehman Brothers, before the Wall Street firm collapsed in 2008. He has served as assistant US secretary to the Treasury.

Robertson, who bankrolled the opening of Tiger Infrastructure Partners, managed $22 billion when Tiger Management was at its peak before retiring in 2000. The hedge fund legend has remained involved with the alternative asset space, providing financial backing for not just Henry, but a host of hedge fund talent.

A regulatory filing in September claimed Tiger had raised $113 million for its debut infrastructure fund. Newcomer Tiger last month hired erstwhile Tortoise Capital Advisors energy analyst Cameron Addington.