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Screen opens with a dark blue background, the GCM Grosvenor logo in the bottom right corner, and two light blue triangles on the right side framing the text “PEI Infrastructure Investor Global Summit Highlights”. It switches to a video of Ravi sitting in front of a window where the skyline is visible in the background.

Ravi Parekh: Last week I was at the Infrastructure Investor

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Ravi Parekh: Global Summit in Berlin.

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The screen flashes to a close up, side view of Ravi before changing to a dark blue background with two light blue triangles on the right side framing the text “Topic: Strategy Considerations – What’s the flavour of the month for investors?”

Ravi Parekh: I spoke on one of the panels on the second day.

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Ravi Parekh: We discussed a lot of interesting topics including

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The screen changes to a photo from the crowd looking towards Ravi and the other panelists on stage. The room has uplighting and the panelists are sitting in front of a large white screen that has their photos and titles shown.

Ravi Parekh: how investors are accessing infrastructure,

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The screen changes back to Ravi sitting in front of the windows again. On the bottom of the screen “strategies, risk return profiles, subsectors, geographies” appears in white text over a blue background.

Ravi Parekh: different strategies, different risk return profiles,

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Ravi Parekh: different sub-sectors, and different geographies.

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The screen flashes to the close up side view of Ravi talking before changing to a close up photo of Ravi and the other panelists on stage.

Ravi Parekh: But to me, what was really interesting from the panel

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Ravi Parekh: was actually the lens of an investor

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The screen changes to a close up photo of Ravi speaking on stage at the conference.

Ravi Parekh: and how they’re looking at infrastructure

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Ravi Parekh: and what’s interesting to them.

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The screen changes to a different angle of the whole panel on stage at the event.

Ravi Parekh: For an investor in a particular part of the world,

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Ravi Parekh: cash yield, currency depreciation, how to protect against

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The screen changes back to Ravi sitting in front of the windows.

Ravi Parekh: that is really important. For someone else,

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Ravi Parekh: energy transition is really important,

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Ravi Parekh: and for someone else, an absolute

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Ravi Parekh: return strategy is really important.

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Ravi Parekh: And to me, putting that entire panel into the context

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Ravi Parekh: of a lens of an investor was very interesting.

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The screen changes to a dark blue background with light blue triangles on the right side framing the quote “As we look at the infrastructure landscape today. It is a very exciting time to be coming in.”

Ravi Parekh: As we look at the infrastructure landscape, today

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The screen changes to aerial video footage several highway overpasses crossing over each other with cars driving on them.

Ravi Parekh: is a very exciting time to be coming in, especially given

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Ravi Parekh: where entry valuations are, driven by interest rates.

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The screen changes back to Ravi sitting in front of the windows.

Ravi Parekh: From a sector perspective, there are probably two

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Ravi Parekh: or three things that we’re particularly excited about.

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The screen changes to a video of on-shore windmills with the text “energy transition, digital infrastructure, transportation” appearing on the bottom of the screen in white text on a blue background. It then changes to show the hallway of a server room with white walls, lights on overhead, and server racks on each side.

Ravi Parekh: Energy transition being one of them, digital infrastructure,

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The text remains on the screen, but the video changes to show an aerial view of a bridge over dark blue water with cars driving over it.

Ravi Parekh: and the broader transportation landscape. We continue

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The screen changes back to Ravi sitting in front of the windows. The quote “we continue to find creative ways to access infrastructure” appears on the bottom of the screen in white writing on a blue background.

Ravi Parekh: to find creative ways to access infrastructure

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The screen fades to a solid blue background with a white GCM Grosvenor logo in the center.

Ravi Parekh: and to be able to include it in our client portfolios.