Private Infrastructure Investing 101 feat. Billionaire Founder / CEO: Mike Dorrell of Stonepeak

The Wall Street Skinny · Feb 7, 2026 · 1h 3m

Send us Fan Mail In this Infrastructure 101 episode, we sit down with Mike Dorrell, co-founder, chairman, and CEO of Stonepeak, to unpack how infrastructure investing evolved from a niche corner of finance into one of the most important asset classes shaping the global economy. We walk through the origins of modern infrastructure investing --- from Macquarie’s early toll road and airport deals in Australia to the rise of private capital stepping in where governments once dominated --- and explain why infrastructure sits at the intersection of private equity, private credit, and project…