Stonepeak's Mike Dorrell - Pioneering infrastructure investing скачать в хорошем качестве

Stonepeak's Mike Dorrell - Pioneering infrastructure investing

Original Publish Date: October 07, 2025 Today’s episode dives into the evolution of infrastructure investing with a leading scaled specialist firm in infrastructure. We sat down in Stonepeak’s Hudson Yards office with a pioneer in infrastructure investing: Mike Dorrell. Mike is the Chairman, CEO, and Co-Founder of Stonepeak, building the foundations for the firm to achieve a rapid ascent to $76B from its founding in 2011. Mike brings deep expertise to bear in the infrastructure asset class. He has over 20 years of experience investing in infrastructure, starting his career at Macquarie, where he ultimately held the title of Senior Managing Director. He then joined Blackstone, where he was a senior managing director in private equity and co-head of the Infrastructure Investment group. He then decided to build one of the industry’s largest infrastructure investing firms in Stonepeak. Mike and I had a fascinating and thought-provoking discussion about infrastructure investing and why it’s becoming an increasingly important in the private capital ecosystem. We covered: The early days of infrastructure investing. How infrastructure investing has evolved. Mike’s experiences at Macquarie and Blackstone informed his desire to build Stonepeak. How institutional investors have approached infrastructure investing and why individual investors should consider exposure to infrastructure assets. Stonepeak’s DNA and what makes the firm different from other infrastructure investors. Why being a scaled specialist is a competitive advantage. How Stonepeak was built from scratch to scale. How Stonepeak identified investing in data centers early on and well before the data center boom began. Why launch a wealth solutions business and how it reflects the firm’s DNA, culture, and values. Thanks, Mike, for sharing your expertise, wisdom, and passion for infrastructure investing on the show. Please Subscribe!!! YouTube Videos and Shorts: / @altgoesmainstreamagm Subscribe to Alt Goes Mainstream: https://altgoesmainstream.substack.com/ Apple Podcast: https://podcasts.apple.com/us/podcast... Follow Michael on LinkedIn:   / michaelsidgmore   #AltGoesMainstream #michaelsidgmore #alternativeinvestments #finance #wealthmanagement #privatemarkets #ria #marketing #podcasts #funds #portfolio #privateequity #financialmarkets #familyoffice #assetmanagement #financialmarkets #moneymanagement #fundservices #privateequityevolution #softwareinvesting #traditionalboundaries #infrastructure #financialaccounting #stonepeak #infrastructure --------------------- Chapters: 00:00 – Sponsored by Ultimus 01:14 – Thanking Ultimus & Podcast Intro 01:58 – Episode Overview: Infrastructure Investing 02:10 – Meet Mike Dorrell: Chairman & CEO of Stonepeak 04:01 – Mike’s Journey from Australia to Infrastructure 06:03 – Early Infrastructure Deals at Macquarie 08:25 – Challenges Entering the US Market 10:00 – Educating US Pension Funds on Infrastructure 13:26 – Discovering Privately Held Infrastructure Assets 15:22 – Unlocking the US Infrastructure Market 19:00 – Public vs. Private Infrastructure Quality 21:33 – Stonepeak’s Impact on Daily Life 24:04 – Balancing Public Good with Investor Returns 28:46 – Skills Needed for Infrastructure Investing 30:32 – Why Individuals Should Invest in Infrastructure Editing and post-production work for this episode was provided by The Podcast Consultant.