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Nuveen | 08/19/26
The Great Convergence: How AI Power Demand is Driving Vertical Integration Across Digital, Power Generation and Grid Infrastructure
Nuveen's Energy Infrastructure Credit team examines the wave of vertical integration sweeping across utilities, hyperscalers, and private capital — from the proposed NextEra-Dominion merger to Google's acquisition of Intersect Power and the DigitalBridge acquisition of Arclight.
Federated Hermes | 08/19/26
The AI Trade Isn't a Bubble - It's a Supply Problem
Apollo | 08/18/26
The Financing Gap in Sports: Unlocking a $2.5 Trillion Opportunity
Apollo | 08/18/26
How to HALO: A Durable Framework for Investing Across Private Markets
Deerpath Capital | 08/13/26
Portfolio Management in Action: Turning Insight Into Performance
DOWNLOAD TRANSCRIPT Stewart: Hey, welcome back. It's great to have you. You're at the home of the world's smartest money, and my name is Stewart Foley, CFA, and I'm your host and thrilled to be with you today. And one of the things that's interesting, and we're going to talk about this today, is th...
Invesco | 08/10/26
Demand, Dispersion, and AI: Where Credit Researchers Are Finding Conviction
Macquarie Asset Management | 08/10/26
Middle East Tensions and Investment Implications for Infrastructure
Siddharth Chakravarty | 08/06/26
Private Market Priorities for Insurance Investors
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Ares Management
