Infra A Penny
Infra A Penny
Podcast Description
SIMCo (Sequoia Investment Management Company) is the global private credit manager dedicated to infrastructure. We are specialist providers of high-yield credit in over 40 infrastructure sub-sectors across 15 markets. We are pioneers, having defined private infrastructure debt as an alternative investment asset class and invested through multiple credit cycles over the last decade. We are trusted, active partners, providing our investors access to attractive risk-adjusted returns that outperform the relevant benchmarks. Listen to the insights of our seasoned Directors and investment professionals! We attract the industry's best talent, and on this podcast they share their views, experiences and teach-ins on key trends, topics and news within infrastructure debt.
Podcast Insights
Content Themes
The podcast covers a range of topics related to private infrastructure debt, focusing on industry trends, lessons learned, and investment strategies. Episodes include discussions on the post-election landscape for US infrastructure lending and perspectives from new team members about their experiences at SIMCo, illustrating the practical realities of working in infrastructure credit.
This content has been prepared by Sequoia Investment Management Company (SIMCo) for informational purposes only. It does not constitute investment advice, an offer or solicitation to buy or sell any security or instrument, or to participate in any transaction or trading activity. Information and views expressed are subject to change without notice and no representation is made as to their accuracy or completeness. Past performance is not necessarily indicative of future results. SIMCo is authorised and regulated by the Financial Conduct Authority. Full disclaimer: simcofunds.com/disclaimer
In this episode of Infra A Penny, we turn the spotlight inwards to explore the SIMCo story: from the firm’s beginnings as a specialist infrastructure debt manager to the global investment platform it is today.
Host Leah Dean is joined by Dolf Kohnhorst, founding Partner and Head of Infrastructure, and Georgi Teofilov, Managing Director and Head of Credit, to discuss how SIMCo and its investment strategies have evolved over the past decade and a half.
They explore the launch and development of flagship fund SEQI, the expansion into new strategies and institutional mandates, and SIMCo’s recent partnerships. The conversation also goes behind the scenes of SIMCo’s investment process – from origination and credit analysis through to portfolio management – and considers what differentiates the firm in an increasingly established infrastructure debt market.
Finally, Dolf and Georgi look ahead to the next chapter for SIMCo and the opportunities they see for the firm and infrastructure credit more broadly.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.