David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history.
For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally.
Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities.
Listen to hear about:
* How KKR defines “true infrastructure” — and where the market is mispricing risk
* Why AI is turbo-charging transmission, renewables, and data-center build-out globally
* The move from closed-end drawdown funds to evergreen vehicles designed for private clients
* The role of vintage-year diversification as the stealth driver of long-term returns
* How to think about debt discipline in an era where leverage is the thing that kills good assets
This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.
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David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history.
For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally.
Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities.
Listen to hear about:
* How KKR defines “true infrastructure” — and where the market is mispricing risk
* Why AI is turbo-charging transmission, renewables, and data-center build-out globally
* The move from closed-end drawdown funds to evergreen vehicles designed for private clients
* The role of vintage-year diversification as the stealth driver of long-term returns
* How to think about debt discipline in an era where leverage is the thing that kills good assets
This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.
Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns
Inside the Rope with David Clark
32 minutes 53 seconds
8 months ago
Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns
In this episode of Inside the Rope, David Clark sits down with Catherine Allfrey of Wavestone Capital and Caroline Gurney, CEO of Future Generation, to explore why increasing female representation in funds management is not just about fairness—it’s about better outcomes for investors and the broader economy.
We dive into the launch of Future Generation Women, a new fund exclusively managed by female portfolio managers, designed to drive both strong financial returns and positive social impact. Why are women statistically better long-term investors? How is gender inequality costing the Australian economy $128 billion annually? And what can both men and women do to accelerate progress in wealth management?
This episode is packed with insights on the next generation of wealth transfer, the importance of financial education for women, and how investors can be part of the solution. Whether you're an investor, adviser, or simply passionate about equality, this conversation will challenge perspectives and inspire action.
Inside the Rope with David Clark
David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history.
For investors watching the rapid rise of private markets, particularly those curious about how KKR thinks about risk, returns, leverage, vintages, AI-driven infrastructure, and liquidity in evergreen structures, this is a rare opportunity to hear it directly from someone charged with allocating tens of billions globally.
Tara brings depth of cycle-tested judgment and unpacks how KKR underwrites downside, protects capital, and finds differentiated returns across energy transition, digital infrastructure, and private credit–linked opportunities.
Listen to hear about:
* How KKR defines “true infrastructure” — and where the market is mispricing risk
* Why AI is turbo-charging transmission, renewables, and data-center build-out globally
* The move from closed-end drawdown funds to evergreen vehicles designed for private clients
* The role of vintage-year diversification as the stealth driver of long-term returns
* How to think about debt discipline in an era where leverage is the thing that kills good assets
This is a masterclass in private markets from one of the most senior women in global investing, and a rare transparent look “inside the room” at KKR’s worldview on infrastructure as an asset class for wealth preservation and compounding.
