Infrastructure Secondaries Daily is the only daily briefing built around the secondary market for infrastructure fund interests — LP stake sales, GP-led continuation vehicles, strip sales, and tail-end portfolios. Every episode leads with numbers: where interests are pricing against NAV, which reference dates are doing the work, and what the latest Jefferies, Evercore, and Campbell Lutyens volume surveys actually say beneath the headline figures. Anchor Diane covers the mechanics — discount-to-NAV, MOIC expectations, bid-ask spread compression, and the documentation details that separate a clean transfer from a compliance headache. Co-host Theo brings the allocator's interrogation: who is the forced seller, who is the smart buyer, and whether a GP-led continuation vehicle is a genuine value-creation story or a markdown-deferral dressed in secondaries language. LPAC votes, fairness opinions, adviser conflicts, and the interests of the pension funds and endowments whose capital underlies every deal get full air time. No liquidity-solution boilerplate, no 'priced at NAV' without an as-of date, no GP spin without pushback. Infrastructure secondaries market data, infra fund liquidity, private markets secondary pricing — every episode, every weekday.
Infrastructure Secondaries Daily
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Podcast Overview
Infrastructure Secondaries Daily is the only daily briefing built around the secondary market for infrastructure fund interests — LP stake sales, GP-led continuation vehicles, strip sales, and tail-end portfolios. Every episode leads with numbers: where interests are pricing against NAV, which reference dates are doing the work, and what the latest Jefferies, Evercore, and Campbell Lutyens volume surveys actually say beneath the headline figures. Anchor Diane covers the mechanics — discount-to-NAV, MOIC expectations, bid-ask spread compression, and the documentation details that separate a clean transfer from a compliance headache. Co-host Theo brings the allocator's interrogation: who is the forced seller, who is the smart buyer, and whether a GP-led continuation vehicle is a genuine value-creation story or a markdown-deferral dressed in secondaries language. LPAC votes, fairness opinions, adviser conflicts, and the interests of the pension funds and endowments whose capital underlies every deal get full air time. No liquidity-solution boilerplate, no 'priced at NAV' without an as-of date, no GP spin without pushback. Infrastructure secondaries market data, infra fund liquidity, private markets secondary pricing — every episode, every weekday.
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Publishing Since
6/11/2026
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Recent Episodes
July 24, 2026
Partners Group’s $5.5B Close Puts Infra Secondaries at Scale — July 24, 2026
Partners Group closed a $5.5 billion infrastructure secondaries program, while credit secondaries volume hit $20.4 billion in H1 and GCP Infra marked NAV down after wider discount rates. The signal: liquidity demand is scaling, but valuation pressure still matters. In this episode: Top stories: 1. Partners Group Closes $5.5B Debut Infra Secondaries Fund — Infrastructure Investor https://headlinesbriefing.com/private-markets/infrastructure-investor/partners-group-closes-55b-debut-infra-secondaries-fund-ccdf1c5d 2. Corebridge Financial, Partners Group Provide $343M for Industrial Recap – Commercial Observer — Commercial Observer https://commercialobserver.com/2026/07/corebridge-financial-partners-group-343m-industrial-recap/ 3. Credit secondaries market doubles to $20.4bn in H1 2026 - Alternative Credit Investor — Alternative Credit Investor https://alternativecreditinvestor.com/2026/07/23/credit-secondaries-market-doubles-to-20-4bn-in-h1-2026/ 4. REG - GCP Infra Inv Ltd - Net asset value and dividend declaration — Reuters https://www.tradingview.com/news/reuters.com,2026-07-24:newsml_RSX6629Na:0-reg-gcp-infra-inv-ltd-net-asset-value-and-dividend-declaration/ Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com
July 23, 2026
CIP’s $1B CFO Push Tests the Infra Liquidity Playbook — July 23, 2026
Copenhagen Infrastructure Partners is working with Morgan Stanley on a roughly $1 billion CFO, while Iberdrola agreed to buy 80% of Finnish grid operator Caruna from KKR and OTPP. The day’s secondaries signal is fund-stake financing, not just LP stake sales. In this episode: Top stories: 1. OTPP and KKR Sell Their Stake in Caruna to Iberdrola - Spain — EuropeSays https://www.europesays.com/spain/59370/ 2. CIP Taps Morgan Stanley to Bundle Fund Stakes in $1 Billion Deal | Financial Post — Financial Post https://financialpost.com/pmn/business-pmn/cip-taps-morgan-stanley-to-bundle-fund-stakes-in-1-billion-deal 3. Townsend Raises $2bn for Real Estate Secondaries Fund — HeadlinesBriefing https://headlinesbriefing.com/private-markets/secondaries-investor/townsend-raises-2bn-for-real-estate-secondaries-fund-fca0a80b 4. ILPA Proposes Updates for Continuation Fund Guidance | ArentFox Schiff — ArentFox Schiff https://www.afslaw.com/perspectives/alerts/ilpa-proposes-updates-continuation-fund-guidance Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com
July 22, 2026
Secondaries Funds Top $50B as Townsend Flags 25% Discounts — July 22, 2026
Secondaries fundraising topped $50 billion in H1, while Townsend says its latest real estate secondaries push has raised more than $2 billion and targets deals at a 25% average entry discount. In this episode: Top stories: 1. Secondaries Fundraising Tops $50bn in H1 | HeadlinesBriefing — HeadlinesBriefing https://headlinesbriefing.com/private-markets/secondaries-investor/secondaries-fundraising-tops-50bn-in-h1-719f5a33 2. Adler Partners Recapitalizes Industrial Portfolio Through $343M Continuation Vehicle | citybiz — citybiz https://www.citybiz.co/article/877307/adler-partners-recapitalizes-industrial-portfolio-through-343m-continuation-vehicle/ 3. Townsend raises $2.0 billion in secondaries push on path to $3.0 billion | lifestyle.ubi-interactive.com — PR Newswire https://lifestyle.ubi-interactive.com/story/776546/townsend-raises-2-0-billion-in-secondaries-push-on-path-to-3-0-billion/ 4. Clipway Surpasses Target, Hits $6.4bn Debut Fund — HeadlinesBriefing https://headlinesbriefing.com/private-markets/secondaries-investor/clipway-surpasses-target-hits-64bn-debut-fund-ebe5ab87 Follow and rate Infrastructure Secondaries Daily on Apple Podcasts or Spotify. Feedback? Email infrastructure-secondaries-daily@lanternpodcasts.com
30 total episodes available
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Frequently asked questions
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- What is Infrastructure Secondaries Daily?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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