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Talk Your Book: Infrastructure Investing
Today's Talk Your Book is sponsored by CION Investments:
See here for more information on CION and GCM Grosvenor's infrastructure fund
On today’s show, we discuss:
The partnership between CION Investments and GCM Grosvenor
The basics around the infrastructure asset class
What infrastructure investments actually are
How these fund products work
Liquidity around BDCs vs interval funds
Risk and return expectations around infrastructure products
Constructing an infrastructure portfolio
Thoughts on infrastructure investing during rate cycles and election years
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