Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
A picture that says a lot
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Today Codie Sanchez made my email. You choose your hard... so please don’t complain. I’ve been in both, and I’m still deciding what to do next. I take my time, with no rush. I like what I do in the infrastructure and real estate space, but also I appreciate freedom. At some moments, everyone has doubts, everyone feels overwhelmed, frustrated, angered, in despair. Some people take it for themselves, and keep in pain and frustration. Others go to talk to mentors, coaches and people that are in the same path they want to go. I’m still deciding my hard, but not how I approach. Mentoring can change your life. This is why I’m offering this package for Christmas.
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Vicente Valencia
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
An infrastructure fund manager has three problems. First, raise the capital. Not easy. Second, deploy the capital. Also not easy. Because after telling LPs you have access to a wonderful infrastructure pipeline, eventually you need to buy something. Small detail. And third… Invest the capital in something that does not behave like what the fund promised to invest in. That is where careers become interesting. It’s not only about losing money. It’s walking into the Investment Committee and...
Auckland’s City Rail Link is finally open. Yes. Finally. After years of works. Road cones. Traffic disruption. Political fights. Budget headlines. People explaining why it should have been cheaper. People explaining why it should never have been built. People explaining why Auckland is not London, Madrid, Singapore, Tokyo, Sydney, Paris or any other city with trains. And of course… People explaining everything after the project is finished. My favourite type of infrastructure expert. But here...
Good morning, Silicon Valley has discovered project finance. Congratulations. Only took them a few trillion dollars. Clever guys… For years, the story was simple. AI will change everything. Data centres will be built everywhere. Power will somehow appear. Permits will somehow be granted. Communities will somehow be happy. Debt markets will somehow fund it. And if something goes wrong, someone will just raise another round. Beautiful. I love start-ups… And business plans written by people who...