Michael Dorrell

Michael Dorrell, CEO and co-founder of Stonepeak, shares insights from his journey in infrastructure investment, revealing why it's a goldmine for savvy investors. He reflects on how crucial community support and risk-taking are for founders, and the invaluable lessons learned from taking responsibility early on. Dorrell emphasizes the importance of vulnerability in professional growth and recounts his transition from Blackstone to building Stonepeak during a financial crisis, highlighting key strategies that helped secure investor trust.

Michael Dorrell, CEO and co-founder of Stonepeak and a pioneer in infrastructure investing, shares his journey from early Macquarie deals to founding Stonepeak. He breaks down digital infrastructure needs like data centers, power and fiber. He explains why building often trumps buying, offers a data center risk framework, and discusses power constraints and deglobalization’s infrastructure effects.

Michael Dorrell, Chairman, CEO, and co-founder of Stonepeak, shares his take on where energy and logistics investing are heading. He covers tightening power capacity and gas export projects. He explains data center power pressures, onshoring supply chains, rising demand for warehouses and cold storage, and why palletized logistics can create durable advantages.