Show Notes
We are entering a period of infrastructure development unlike anything we’ve seen in the last century. The infrastructure economy is witnessing a generational redesign and a fundamental reshaping of the physical fabric on which society is built.
In this episode, Alfred Johnson is joined by Jessica Bailey, Global Head of Infrastructure at Nuveen, an institutional giant with over $1.4 trillion in assets under management. Jessica directs $40 billion in infrastructure investments and discusses how the collision of the energy transition, digitalization, and aging grid systems is creating an unprecedented investment landscape.
Jessica shares her unique journey from climate philanthropy at the Rockefeller Brothers Fund to pioneering C-PACE financing. She also explains the financing structures needed to scale domestic manufacturing, why economic realities are beginning to override political gridlock, and why the biggest check on AI growth won't be capital, but could be energy and community pushback.
Critical Capital is a co-production of Crux and Latitude Studios. Learn more about how Crux is financing the future of energy.
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