SIMCo (Sequoia Investment Management Company) is the global private credit manager dedicated to infrastructure.
We are specialist providers of high-yield credit in over 40 infrastructure sub-sectors across 15 markets. We are pioneers, having defined private infrastructure debt as an alternative investment asset class and invested through multiple credit cycles over the last decade. We are trusted, active partners, providing our investors access to attractive risk-adjusted returns that outperform the relevant benchmarks.
Listen to the insights of our seasoned Directors and investment professionals! We attract the industry's best talent, and on this podcast they share their views, experiences and teach-ins on key trends, topics and news within infrastructure debt.
SIMCo (Sequoia Investment Management Company) is the global private credit manager dedicated to infrastructure.
We are specialist providers of high-yield credit in over 40 infrastructure sub-sectors across 15 markets. We are pioneers, having defined private infrastructure debt as an alternative investment asset class and invested through multiple credit cycles over the last decade. We are trusted, active partners, providing our investors access to attractive risk-adjusted returns that outperform the relevant benchmarks.
Listen to the insights of our seasoned Directors and investment professionals! We attract the industry's best talent, and on this podcast they share their views, experiences and teach-ins on key trends, topics and news within infrastructure debt.
In this more technical episode of Infra A Penny, our CEO gives a deep dive into SIMCo’s economic and market outlook for the next year. Randall Sandstrom unpacks how slowing growth, falling inflation and anticipated interest rate cuts in the US and UK could shape the investment landscape over the coming months.
We also explore how different regions are responding to changing economic conditions and what this could mean for infrastructure debt investors. If you’re interested in the macro forces driving markets, and how SIMCo is positioning for them, this episode offers an expert view from the top.
We flip the script for the second time, hearing from the companies we have lent to and partnered with on what it’s like to work with SIMCo.
In the last instalment of this special two-parter, our borrowers, Pioneer Point Partners and CCI, share how we’ve supported their projects and why strong lending relationships matter so much in infrastructure.
Whether you're a sponsor, looking for funding, or an investor curious about the asset class, this episode offers a rare behind-the-scenes look at what makes successful partnerships work in the infra credit space.
For the first time on 𝘐𝘯𝘧𝘳𝘢 𝘈 𝘗𝘦𝘯𝘯𝘺, we flip the script, hearing from the companies we have lent to and partnered with on what it’s like to work with SIMCo.
In this special two-parter, our borrowers, Workdry International and SDCL, share how we’ve supported their projects and why strong lending relationships matter so much in infrastructure.
Whether you're a sponsor, looking for funding, or an investor curious about the asset class, this episode offers a rare behind-the-scenes look at what makes successful partnerships work in the infra credit space.
This episode we're joined by a longstanding member of SIMCo, Keeler Mears, to discuss the complex but critical topic of the Energy Transition.
Hear Keeler's insights on how economies need to go beyond just replacing fossil fuels and rethink how we generate and deliver power in a way that’s clean, resilient, but also equitable.
We discuss some of the challenges, like intermittency and policy uncertainty, posed to the real momentum that’s being driven by innovation, global collaboration, and strategic capital allocation, including by the likes of SIMCo as we have and continue to finance projects that support the global Energy Transition.
We sit down with a few SIMCo colleagues to chat about their experience of this year's offsite to Leeds Castle in Kent and get to hear some of their highlights and learnings from these kind of team getaway days.
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!