Luba Nikulina
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Luba Nikulina demonstrates the Navigator archetype throughout this interview, charting deliberate course through complex terrain with calibrated precision. She maps the infrastructure asset class using layered frameworks, distinguishing mature from development assets, calibrating governance and rule-of-law risk by geography, and situating infrastructure within the broader private markets liquidity budget.
“The task was to transform an Australian manager with global ambitions into a global investment with a proud Australian heritage.”
explaining motivation for joining IFMundated
“Infrastructure feels almost in the same tipping point where there is enough knowledge and enough critical mass of investors who have experience, but also a big wave of newcomers because the market context just has this catalyst for the interest.”
comparing infrastructure to private equity 25 years agoundated
“Not giving up, but sometimes pivoting to ensure that you get to your objective faster.”
advice on resilience and setbacksundated
Money Maze Podcast: “Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors”
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