Episode
Stonepeak Credit's Ryan Roberge - building an infrastructure credit strategy
- Published
- Apr 8, 2026
- Duration seconds
- 3706
- Processing state
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- https://share.transistor.fm/s/9a251a10
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Summary
Welcome back to the Alt Goes Mainstream podcast. Today’s conversation unpacks an emerging category within infrastructure investing that has a compelling set of market forces and mega trend tailwinds. We sat down in Stonepeak ’s New York office with Stonepeak Credit Partner and Senior Managing Director Ryan Roberge . Ryan brings a diverse set of experiences to bear that helped him build an infrastructure credit business at Stonepeak. He previously covered the energy and infrastructure sectors for King Street, a New York-based hedge fund focused on distressed, special situations, and event driven credit investing. Prior to King Street, Ryan worked in the Energy group at TPG Capital, a large global alternative asset manager. Ryan started his career in Credit Suisse’s Energy Investment Banking Group. He received a Bachelor of Science in Finance from Louisiana State University. Ryan and I had a fascinating conversation on why infrastructure credit’s time is now. We covered: How Ryan’s background across energy investment banking, energy private equity, and distressed and special situations energy and infrastructure investing all help when investing in infrastructure credit. Why infrastructure credit is a specialized, capital-intensive strategy. How to underwrite data center risk. Contrarian AI insights. The biggest risks in infrastructure credit investing. How and why infrastructure credit is different from other areas of private credit and direct lending. How a specialist investment platform can help inform where to invest in infrastructure credit. Thanks Ryan for coming on the podcast to share your expertise, wisdom, and passion for infrastructure and credit. Show Notes 00:00 Hard Asset Diversification 00:25 Welcome to Alt Goes Mainstream 01:01 Message from our Sponsor, Ul…