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In this episode of Executive Sessions, we dive into the trends and challenges that define the infrastructure market and our Infrastructure Thesis with Managing Director and thesis leader, Ryan McComb, and Director, David Walden, from the Transaction Team. They explore how trends like renewable energy and energy grid upgrades are driving growth while aging U.S. systems create pressing challenges, uncovering opportunities in areas like solar advancements and regulatory shifts. Strategies for overcoming hurdles such as labor shortages and rising costs are shared, emphasizing how our thesis-driven approach and investments in companies like Attala Steel and Lindsay Precast align with these transformative trends.