Looking to move into Infra PE down the line and want to get a good macro grip of the industry in the meantime. Any recommendations for reading materials, including blogs/people to follow? I'm currently in a group focused on a subset of the infra banner, and I'm not yet sure whether I want to specialize in that segment or to be in a more generalist "infra" fund.
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Just ordered "Project Finance in Theory and Practice" by Stefano Gatti, saw it recommended in a number of places. Looking for blogs and more up to date material too. I used to get an ok email newsletter on infra PE stories but it may have been discontinued. I've been meaning to look so I'll check and let you know.
Edit: looks like it was the "Institutional Investing in Infrastructure" email newsletter from IREI.
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