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In our latest episode of The Infrastructure Investor Podcast, senior editor Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of independent manager I Squared Capital.
Top of the agenda is Wahba’s new book – Build: Investing in America’s Infrastructure – which chronicles the US’s underinvestment in infrastructure, contextualises the historical reasons for the dominance of public sector infrastructure financing, proposes a range of scenarios to increase private sector participation, and much more.
In the discussion, Wahba shares his thoughts on what change could look like for the US infrastructure financing landscape, the political obstacles that stand in the way, the importance of the public sector being able to share in the upside, and, of course, how the outcome of the upcoming US election – including a potential second Trump presidency – could affect the asset class.
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