Aging infrastructure, reshoring, and AI are driving the largest US infrastructure opportunity since the Interstate Highway System. Globally, McKinsey projects $106 trillion in cumulative infrastructure investment is needed through 2040 across transportation, energy, digital, water, and beyond.
Learn MoreWatch Month NowMembers have exclusive access to all of the following in the month of May.
Want to understand the why behind the infrastructure opportunity and where value accrues? Download our Thematic Guide to map the $106 trillion buildout across transportation, energy, digital, water, and the smart factory.
DownloadJoin virtual deep-dives with the founders and managers building the infrastructure stack — from logistics and energy infrastructure to the smart factories powering the reshoring boom.
Learn moremeetperry members have the opportunity to attend in-person ELEVATE conversations with the operators, capital allocators, and policy thinkers shaping America's industrial renaissance.
Learn moreInstitutional capital is flowing into the new industrial age, but quality information remains scarce. Access our member-exclusive videos to gain essential insights.
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Our investment team is taking you deep inside the infrastructure opportunity with exclusive access to leading investors, founders, and operators building the physical layers of the modern economy. We invite you to join us.
Join us on Tuesday, April 21, 2026
Joshua Packwood, Co-Founder, President, and COO of Kingston Infrastructure Partners, joins us to examine the investing playbook behind today’s reshoring and infrastructure buildout. With 18 years across public and private markets, including roles at Citadel, Point72, Balyasny, and Goldman Sachs, Joshua brings a background across hedge funds and special situations to long-duration assets. The conversation will cover underwriting and deal structuring, where supply-chain relocation is creating real demand, and how power, transportation, and waste logistics intersect with the next wave of US industrial growth.
Email meetperry ConciergeJoin us on Wednesday, April 22, 2026
Join JD Dolan for a grounded conversation about what “reshoring” looks like inside operating businesses. Drawing from LDR’s experience across a multi-site manufacturing portfolio, the group will discuss how companies manage dual sourcing, invest in selective U.S. capacity, and keep offshore relationships active to stay responsive. We will explore the tradeoffs leaders face across cost, quality, and delivery, and why nuance beats simple narratives.
Email meetperry ConciergeJoin us on Wednesday, May 13, 2026
Granahan McCourt Capital has spent decades investing across the digital and physical infrastructure that connects America — from rural broadband to global telecom. David C. McCourt and Dave McCourt will unpack how the firm identifies high-conviction opportunities across connectivity, energy, and the digital backbone of the smart-factory era — and where private capital finds its edge as the infrastructure buildout accelerates toward a multi-trillion-dollar opportunity.
Email meetperry ConciergeThe investable infrastructure opportunity has expanded because the math has changed. Aging assets, AI-driven power demand, and the largest reshoring wave since WWII have collided to create a generational buildout. As the ecosystem scales, value accrues across three critical categories: Transportation & Logistics ($36T), Energy, Power & Resources ($23T), and Digital Infrastructure ($19T) — alongside emerging breakouts in geothermal, water, robotics, and the smart factory.
