Episode 17: infrastructure today

executive sessions

On MiddleGround’s seventeenth episode of executive sessions, Clayton Gullet leads discussions with MiddleGround's very own Ryan McComb, Managing Director and Infrastructure Thesis leader, and David Walden, Director, from the Transaction Team. This episode covers:

1. Trends driving growth in the sector
2. How aging infrastructure creates pressure to innovate
3. Strategies for overcoming hurdles such as labor shortages and rising costs
4. Emphasizing our thesis-driven approach

Check out our company blog recapping the episode: https://bit.ly/3ZMCKum
Learn more about MiddleGround Capital: https://middleground.com/
Follow MiddleGround Capital on LinkedIn: https://www.linkedin.com/company/middlegroundcapital/
Find Ryan McComb on LinkedIn: https://www.linkedin.com/in/ryan-mccomb-1b512663/
Find David Walden on LinkedIn: https://www.linkedin.com/in/dwwalden/

فصول

1. Podcast and guest introduction (00:00:00)

2. What is infrastructure and it's growth drivers? (00:01:35)

3. The impact of government policy (00:04:42)

4. Our Infrastructure Thesis - Attala Steel example (00:06:25)

5. Unpredictable tax credits (00:07:12)

6. Retaining labor (00:08:40)

7. Wastewater management - Lindsay Precast example (00:10:05)

8. Accurately planning labor needs (00:13:18)

9. Transmission and distribution (00:14:43)

10. The impacts of inflation, interest rates, and supply chain disruption (00:17:49)

11. Infrastructure's bright future (00:25:26)