Michael Underhill is founder, CEO, and Chief Investment Officer of Capital Innovations, a Wisconsin-based alternative manager investing in listed infrastructure, energy, and natural resources since 2007. The firm's public-markets portfolio centers on names like Williams Companies, Schlumberger, NextEra Energy, and Vistra rather than early-stage startups. He also co-manages the Oak Ridge Global Resources and Infrastructure Fund and authored the Handbook of Infrastructure Investing. Underhill frequently speaks and writes on the capital needs of AI-driven power demand, grid reliability, and the buildout required to support data centers and industrial electrification.