Speakers

David Friedlander is the Founder and Managing Director of KTM Infra Consulting LLC, an independent infrastructure advisory firm focused on lower- and mid-market energy and infrastructure investments in North America. He has over 15 years of experience across direct investing, institutional capital allocation, and transaction execution in power, energy transition, environmental infrastructure, and transportation. Prior to founding KTM, David led direct infrastructure equity investments for North America at ITOCHU, where he was responsible for sourcing, structuring, and executing proprietary investments across energy and real assets. Before that, he served as a senior portfolio manager for the infrastructure allocation at the NYC Pension Fund, allocating to Infra GPs and co-investments. David began his career in physical energy and commodities markets and has worked across the full investment and asset lifecycle; from early-stage development through construction, asset optimization and stabilization to exit. He brings a unique buy-side perspective to moderating discussions, with a focus on capital discipline, risk allocation, and how policy and commodity market shifts translate into real investment decisions.

KTM Infra Consulting LLC

KTM Infra Consulting LLC is an independent infrastructure advisory firm providing bespoke, buy-side-oriented support to infrastructure investors and sponsors across the lower-mid-market energy, environmental, and transportation sectors in North America. KTM supports institutional investors in evaluating and diligencing proprietary opportunities, including detailed financial analysis, risk allocation assessment, and transaction structuring aligned with infrastructure fund underwriting standards. The firm selectively partners with infrastructure GPs and long-term capital providers seeking differentiated deal flow, disciplined analysis, and efficient execution in a changing policy and market environment. KTM also works closely with asset owners, developers, and management teams to prepare assets and platforms for institutional capital investment. KTM focuses on opportunities exhibiting core infrastructure characteristics, including long-term contracted revenues, essential services, and high barriers to entry. Its services span investment underwriting, transaction structuring, diligence coordination, and investment preparation bridging the gap between sponsor-led businesses and institutional deployment.