Episode 33: Key takeaways from the Global Infrastructure Initiative Summit

2025-09-30

GIIA partnered with McKinsey’s Global Infrastructure Initiative (GII) for its recent global summit in Los Angeles, “A New Era for Infrastructure.” At the summit, our Chief Executive Jon Phillips chaired a panel on navigating geopolitical complexity with Luba Nikulina, Chief Strategy Officer at IFM Investors. McKinsey also launched a new report, “The Infrastructure Moment: Investing in the Expanding Foundations of Modern Society,” exploring how infrastructure is being redefined, the growi...

GIIA partnered with McKinsey’s Global Infrastructure Initiative (GII) for its recent global summit in Los Angeles, “A New Era for Infrastructure.”

At the summit, our Chief Executive Jon Phillips chaired a panel on navigating geopolitical complexity with Luba Nikulina, Chief Strategy Officer at IFM Investors. McKinsey also launched a new report, “The Infrastructure Moment: Investing in the Expanding Foundations of Modern Society,” exploring how infrastructure is being redefined, the growing interdependencies across sectors (such as energy, water, and digital for data centers), and the implications for both investors and governments.

In this episode, Jon is joined by Luba and Simon Beer, Partner at StepStone, to share their key takeaways from the summit and discuss the latest sector trends. For a deeper dive into the report’s biggest themes, Jon also speaks with Alastair Green, Partner at McKinsey.

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