Infrastructure Secondaries Daily — Lantern Podcasts
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Infrastructure Secondaries Daily — Lantern Podcasts
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Description
Infrastructure Secondaries Daily is the only daily briefing built around the secondary market for infrastructure fund interests — LP stake sales, GP-led continuation vehicles, strip sales, and tail-end portfolios. Every episode leads with numbers: where interests are pricing against NAV, which reference dates are doing the work, and what the latest Jefferies, Evercore, and Campbell Lutyens volume surveys actually say beneath the headline figures. Anchor Diane covers the mechanics — discount-to-NAV, MOIC expectations, bid-ask spread compression, and the documentation details that separate a cle
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