This episode we are joined by SIMCo’s Executive Director Rahul Narang to explore why healthcare is attracting infrastructure investors, particularly within Europe.

He unpacks some of the evolving dynamics like ageing populations, budget pressures, and the role of private capital in public systems.

From long-term care in the UK to German diagnostic imaging, hear how SIMCo identifies “infra-like” healthcare opportunities and what sets us apart as a credit provider in the space.

The FTTH landscape in Europe is quite diverse. Some countries have achieved near-universal fibre connectivity, while others are still facing significant hurdles. As a lender, this creates both risks and opportunities.

In this discussion, our founding partner and Head of Infrastructure, Dolf Kohnhorst shares his insights on the fibre sector and explores some of the key reasons behind these vast differences between markets, drawing upon his 34 years of project finance experience.

SIMCo is the Investment Adviser and portfolio manager for the Sequoia Economic Infrastructure Income Fund (SEQI), which this month celebrates 10 years since its IPO.

We've gathered some key individuals who have been pivotal in building the fund up to achieve what it has over the last decade.

In this episode, they take turns walking us through each year of the fund's history and what the world was like at the time from 2015 to present day, as well as looking to where we're headed for the future.

So without further ado, listen now to some of the most esteemed professionals in infrastructure debt share their insights and experiences from the last 10 years.

Happy 10-year anniversary SEQI!