Proximo: Indepth

Proximo interviews Melisa Simic, a senior director in ESG integration infrastructure at Nuveen, about the integration of ESG frameworks into infrastructure investment. Topics discussed include the benefits of greater standardisation of ESG regulation, the SFDR, and the most challenging asset classes to evaluate in relation to ESG criteria.
 

The European Union’s €372 billion InvestEU initiative has launched into a fast-evolving market for private capital in infrastructure. Proximo talks to the programme’s policy officer, Michael Feith, as the keynote to its Proximo Europe 2023 event.

Proximo interviews Marty Pasqualini, a managing director at CCA Group, about some of the new and evolving avenues for tax equity investment opened up by the Inflation Reduction Act. Topics discussed include PTCs for solar projects, transferability, and the direct pay route.

Proximo talks to Inal Henry and Khetha Rantao, co-founders of ReagaInfra Capital, about the future of the South African PPP market. Key topics discussed include past successes in the South African PPP space, the recent review of South Africa's PPP regulation, and opportunities for private-sector participation in sectors such as ports and rail.

Proximo talks warehouses and the novel master indenture structure with James Marshall, CFO, and Brian Cassutt, treasurer, at AES' Clean Energy business unit, which was formed from acquisitions including sPower and Community Energy, as well as AES' own renewables portfolio.

Proximo interviews Steve Cook, a Director and the Head of Portfolio Management at Sequoia Investment Management Company, about infrastructure debt funds, diversification among different infrastructure classes and how infrastructure lenders can best assess the risks and opportunities associated with decarbonisation and the energy transition.
 

Proximo interviews David Johnston, a partner at Norton Rose Fulbright, about the Saudi Arabian project finance market. Topics discussed include key sectors that are driving deal flow, the growth of the Saudi renewables space, project development outside the power and water sectors, and the impact of the PSP Law.

Proximo interviews Lyudmil Banev, a director at NatWest, about the growing popularity of portfolio financings in the European renewables space. Topics discussed include accommodating a variety of revenue streams across portfolios, handling different regulatory regimes, key risks for lenders, and merchant or partially merchant portfolios.