AIP Management

AIP Management’s Amanda Tonsgaard and Domenico Tripodi, CFA joined Andrew Vitelli, Energy Editor at Infralogic, and host of Crossroads Infrastructure Podcast to discuss the European perspective on US energy investing. They explored AIP’s investments in the decarbonisation sector, examining the nuances of the US infrastructure market, and shared strategies for navigating complex environments. The conversation also addressed recent shifts in energy policy, considering how these may shape the market and create new opportunities. Since the podcast was recorded, AIP has expanded its footprint in the US with two notable investments: Pine Forest, a co-located solar PV and battery energy storage project, and Silicon Ranch, one of the largest independent power producers in the US. Click the link below to listen to the full episode: https://lnkd.in/edAFbydu Silicon Ranch Corporation #Decarbonisation #InfrastructureInvesting #SustainableEnergy

AIP Management is forging ahead with its second US investment this year in Silicon Ranch Corporation, a community-focused energy infrastructure company and one of the largest independent power producers in the United States. Our investment in this high-calibre platform will bolster its continued growth and further support the extensive network of communities it serves. At AIP we are confident in the resilience of US clean energy infrastructure and the strong fundamentals behind large-scale renewable power. This partnership further demonstrates our long-standing investment thesis which focuses on high-quality assets with strong operational performance and long-term stability across market cycles. Read more about our partnership with Silicon Ranch and what’s in store for the future: https://lnkd.in/e2fCj4ht Photo credit: Silicon Ranch #MakingSolarDoMore #infrastructure #power #investment

We are continuing to expand our portfolio and have signed an agreement to acquire a 49.99% equity stake in Pine Forest, a co-located solar and battery energy storage system project, from Clearway Energy Group.  This is an exciting investment for AIP Management, marking our first US investment this year in a repeat partnership with Clearway, demonstrating our focus in investing in robust, high-quality assets with diversified revenue streams. In line with our rigorous investment criteria and deep expertise in the US energy market, Pine Forest stands as a strong opportunity with stable, risk-adjusted returns and closely aligns with our mission to support the decarbonisation of energy systems. Read more about our transformative plans for the project here: https://lnkd.in/erpNsz9j #acquisition #infrastructure #solar #energy #investment

From investment to powering 850,000 households - meet Margrethe! At AIP Management, we transform sustainable infrastructure investments into operational assets that accelerate the green transition and deliver tangible returns. Behind our success are experts like Margrethe Slørdahl, Senior Manager in Asset Management, who ensures systematic operational oversight and value creation across our assets. The assets Margrethe oversees currently supply renewable electricity to some 850,000 households, showcasing how proactive asset management creates direct investor value and measurable impact. Watch the video where Margrethe shares her personal journey at AIP, and how she helps ensure our investments deliver value for our investors. #SustainableInvestments #GreenTransition #AssetManagement #AIPManagement

We've had a great week in sunny Berlin at the Infrastructure Investor Global Summit!   AIP Management's Kasper Hansen, Domenico Tripodi, CFA, Greg Falzon, George Baldwin and Amanda Tonsgaard enjoyed meeting with industry friends – old and new – among thousands of professionals from the global infrastructure scene.   The key message from Berlin is that the infrastructure sector continues to stand strong. While current instability creates uncertainty and noise, it also creates opportunities for those who know where to look. There was broad consensus that there is a strong business case for decarbonisation and renewable energy investing, and prioritising investments that are backed by solid fundamentals.   Amanda enjoyed sharing experiences alongside other female leaders at the Women’s Circle Mentoring Workshop, hosted by PEI’s Emily Domange, helping to shape the next generation of women working in infrastructure.   It’s been a busy but very rewarding week, and we look forward to the final day of the Summit and staying in touch with connections we’ve forged. A big thank you to Hengeler Mueller for hosting us in their beautiful offices.   See you next year! #IIGS2025 #infrastructure #networking

How do you generate strong investor returns while reducing global emissions?   At AIP Management, we see decarbonisation infrastructure not just to drive impact – but as a source of resilient, compelling returns for our investors. The key to this success? Our people. Our team is dedicated to identifying opportunities that combine profitability with emissions reductions.   One of these experts is Elliot Wehner, Director in our Investment Team. Since joining AIP in 2021 after a decade in investment banking in London and New York, Elliot has been instrumental in driving our industrial decarbonisation strategy, shaping investments that deliver stable returns while actively lowering global emissions.   Watch the video below to hear Elliot’s insights on sustainable investments and what drives him at AIP.   #SustainableInvestments #IndustrialDecarbonisation #AIPManagement

While excessive red tape can stall infrastructure project delivery, there’s another, often overlooked, hurdle: a lack of trust from communities. If not carefully considered, project developers can risk delays that push back completion dates by months or even years. At AIP Management, we understand the importance of building trust with local communities in ensuring successful, sustainable projects. In a recent conversation with Institutional Investing in Infrastructure (i3)'s Kali Persall, Ulrik Pallisø Bornø, Partner and COO, shared his insights on how infrastructure managers can actively demystify their operations, be transparent with communities, and deliver on their commitments. Our investment in Sweden's Blakliden Fäbodberget Onshore Wind Farm exemplifies how a strong social license can be built. Not only does it power 75,000 homes annually, but revenues from the farm are reinvested into local services to support the surrounding area. Our commitment to industrial decarbonisation and energy security is rooted in the belief that sustainable growth and long-term value can only be achieved by remaining transparent throughout. A social license to operate is not just about obtaining permission, it’s about earning the trust of all stakeholders impacted by the project.    Read the full article here: https://lnkd.in/eGTTBcNy   #Infrastructure #Decarbonisation #RenewableEnergy #AIP

Why does specialisation matter? AIP Management’s Kasper Hansen, CEO and Managing Partner, sat down with ION Analytics’ Chief Influencer Officer Giovanni Amodeo to tackle this important question – and much more - in the latest instalment of ION Influencers' Fireside Chat series. As a specialist investor in decarbonisation infrastructure assets, Kasper breaks down how AIP’s fundamentals-driven approach has consistently delivered stable, attractive risk-adjusted returns for investors over the past +12 years. AIP has been investing in this asset class since 2012, with much of our team having built their careers at the forefront of European renewable energy. This expertise is embedded in our investment decisions and longstanding partnerships. Kasper also highlights how we have evolved beyond our early on-and offshore wind focus to now invest across the broader infrastructure landscape, including solar, transport electrification, storage and industrial decarbonisation. Watch the full conversation via the link below, where Kasper and Giovanni dive into rising energy prices, tariffs, fee structuring, valuations, interest rates and more. https://lnkd.in/ePTDB_gE Thanks to Giovanni and ION Analytics for the insightful conversation! #decarbonisation #renewableenergy #energytransition #infrastructure #firesidechat

He Dreiht (or “It Spins”), one of AIP Management’s investments, is set to become Germany’s largest offshore wind farm, powering 1.1 million homes and offsetting over 2.7 million tonnes of CO2 annually. Following the successful construction of the project’s foundations in 2024, it’s now moving into its next stages: installing 120 km of underwater cables and 110 km on land as well as stationing 64 V236 Vestas turbines, each capable of generating 15 MW. While passing through Hamburg’s city centre, AIP’s Simon Sigurd Henriksen and Allison Metzak noted that each individual blade installed at He Dreiht is almost the same length as the 125-metre spire of St. James’ Church. Just as the church stands as a lasting symbol of Hamburg’s history, He Dreiht is set to become the cornerstone of the European renewable energy space, powering communities, reducing emissions and shaping the future of energy security. We look forward to progressing the project into the next phases of development this Spring. AIP has invested into He Dreiht alongside partners Allianz, Norges Bank and majority owners EnBW Energie Baden-Württemberg AG. AIP is one of the leading investors in European offshore wind having invested in projects enabling more than 4 GW of offshore renewable energy capacity. To learn more about our partnerships-based approach to investing in decarbonisation infrastructure, please visit our website: https://lnkd.in/ejZrGuz3 #offshorewind #renewableenergy #energytransition #infrastructure

We are excited to join the Infocast Solar + Wind Finance & Investment Summit on 16-19 March in Phoenix, Arizona, where industry leaders will discuss the future of renewable energy investments. Domenico Tripodi, CFA, Lasse Helstrup, Jonas C. Thelin and Mark Lilley will be attending to catch-up with old contacts and make new ones. We look forward to seeing you there! If you’re interested in connecting with someone from our team, feel free to reach out to us. #Solarandwindinvestments #Renewableenergyinvestments #infrastructure #Infocast