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Agenda

The Premier Gathering for Infrastructure Investment Leaders

Join the most influential names in North American infrastructure at Infrastructure Investor America—where institutional investors, fund managers, and strategic partners meet to define the future of the asset class. Over two days of curated content, you’ll gain exclusive insights into market trends, capital flows, policy impacts, and emerging opportunities across transportation, energy, digital, and social infrastructure.

From high-level keynotes to deep-dive sector sessions, this is where deals are initiated, partnerships forged, and strategies shaped for long-term success.

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08:00

Registration
60 mins

09:00

Welcome from Infrastructure Investor
10 mins

09:10

Introduction from the Chair
5 mins

09:15

Opening keynote panel: The state of North American infrastructure in 2025 and beyond
40 mins
- Examining North America’s sustained momentum in infrastructure investment and implications for the Inflation Reduction Act (IRA)
- Strategic approaches to navigating evolving geopolitical risks in the region
- Capital flow trends and investor sentiment shaping today’s North American infrastructure landscape
Speakers

Ashli Aslin, Partner, Senior Analyst, Infrastructure - Albourne Partners

Kevin Genieser, Managing Partner - Antin Infrastructure Partners

Leonie Maruani, Senior Director - Vauban Infrastructure Partners

Luke Taylor, Co-President - Stonepeak

Alex Greenbaum, Partner & Head of EQT Active Core Infrastructure - EQT

09:55

Panel: From solar to storage: Diversifying portfolios globally in the energy transition
40 mins
- Comparative analysis of global diversification strategies to capture growth while managing regional policy and market risks
- Assessing nuclear power’s emerging role within the U.S. energy mix
- How investors are adapting portfolios toward resilient returns amidst high interest rates and economic uncertainty
Chairperson

Jensen Hodge, Sales Director - GRESB

Speakers

Ana Maria Movila, Senior Manger, Private Markets - Bimcor

Violeta Tostanoski, Head of Corporate Development - Mitsubishi Power

Roger Caldwell, CEO - Firm Clean Power Corporation

10:35

Keynote Presentation
25 mins

11:00

Morning networking & coffee break
30 mins

11:30

Panel: Building resilient North American infrastructure
45 mins
- Unlocking value through targeted risk mitigation and resilience-building strategies in infrastructure assets
- Comparing resilience standards and best practises across infrastructure sub-sectors
- Showcasing successful examples of resilient infrastructure in action
Speakers

Carolyn Hansard, Managing Director, Portfolio Head Energy, Natural Resources and Infrastructure - Teacher Retirement System of Texas

Josh Oboler, Investment Partner - Palistar Capital

12:15

Panel: Infrastructure debt’s evolving role in long-term strategy
45 mins
- Analysing the North American infrastructure debt market in comparison to global markets: Does the US maintain its lead?
- Identifying opportunities in debt investing, with a spotlight on high-growth sectors like data centers
- How investors view risks, opportunities, and trends impacting the current debt market
Chairperson

Guy Hopgood, Director - bfinance

Speakers

Don Dimitrievich, Portfolio Manager, Senior Managing Director - Nuveen

Luke Fernandes, Head of U.S. Infrastructure Debt - Swiss Re Asset Management

Florestan Ferroux, Senior Director, Infrastructure Financing - La Caisse

Attila Hornok, Head of Private Markets Risk Management - United Nations Joint Staff Pension Fund

Anirudh Chowdhry, Former Head of Investments & Advisor - Fresno County Employees Retirement Association

13:00

Lunch & invite-only LP lunch
60 mins

14:00

Panel: Shifting investor appetite in the energy transition
45 mins
- Tracing the evolution from renewable infrastructure as a stable income source to a growth-driven asset class
- Discuss the importance of clear and stable policy frameworks in attracting and sustaining investments
- Unlocking opportunities in emerging and less conventional renewable markets
Chairperson

Justin McGown, Reporter, Americas - Infrastructure Investor

Speakers

Eugene Holubnyak, Co-Founder - Avalon International Corporation

Eric Newman, Treasury Manager - City of Stamford

Alfred Griffin, Chief Investment Officer - Coalition for Green Capital (CGC)
Panel: Alternative investment frameworks: Pathways to smarter growth
45 mins
- Leveraging long-term strategies to differentiate managers in the infrastructure secondaries space
- Identifying key developments required to mature and expand the secondaries market
- Exploring why investors are increasingly turning to infrastructure secondaries in response to challenging market conditions
Chairperson

Jeffrey Schatz, Partner - Fried Frank

Speakers

Javier De Esteban, Principal - Pantheon

Ashley Marlow, Regional Lead North America, Business Development and Client Solutions - Stafford Capital Partners

14:45

Panel: An investor outlook on transforming utility assets for growth, capital recycling and resilience
45 mins
- Strategies for modernising and digitising utility infrastructure
- Practical guidance on navigating the regulatory and market landscape
- A deep dive into evolving investor expectations around risk, sustainability, and returns on utility assets
Chairperson

Andrea Logan, Director - FirstPoint Equity

Speakers

Sebastian Nicholson, Principal, Infrastructure Investments - Nicola Wealth
Panel: The mid-market edge: How emerging players are shaping infrastructure investment
45 mins
- Understanding why mid-market infrastructure is rising as a strategic focus for investors
- An insight into deal origination and value creation at smaller scales
- The impact of emerging managers in defining the future of infrastructure investing
Chairperson

Eugene Zhuchenko, Director and Founder - ETORE Advisory

Speakers

Recep Kendircioglu, Portfolio Manager, Head of Global Infrastructure Investments - Manulife Investment Management

Ying Lin, Principal - StepStone Group

Petya Nikolova, Deputy CIO and Head of Infrastructure Investments - New York City Comptroller's Office

15:30

Afternoon networking & coffee break
30 mins

16:00

Panel: Silicon dreams to Wall Street schemes: Navigating the investment strategies sustaining AI’s rapid growth
40 mins
- Separating hype from fundamentals in AI investment vehicles and market dynamics
- Strategies for managing volatility and technological uncertainty in AI investments including investment strategies in thermal efficiency in data centers
- Investor forecasts and what lies ahead for AI innovation and capital deployment
Chairperson

Taylor Hart, Partner - Ropes & Gray

Speakers

Colby Synesael, Managing Director - TD Securities

Quynh Tran, Deputy Had, Structured Finance Americas - Sumitomo Mitsui Banking Corporation

Jonathan Zelmanovitch, Partner - PMP Strategy

Santhosh Rao, Head of Digital Infrastructure, Managing Director - MUFG

Christopher Stief, Founder & CEO - Data Center Partners

16:40

Panel: Back-to-back LP case studies
20 mins
In this session two LPs will present consecutive case studies offering real-world insights into their investment strategies, decision-making processes, and outcomes.

Speakers

Cody Steele, Portfolio Manager - Public School Employees Retirement System of Pennsylvania

John Ritter, Managing Director of Real Assets - Texas Municipal Retirement Systems

17:00

Closing Keynote Presentation: Insights from Swiss Re’s Senior Economist
35 mins
A joint keynote with PERE America Forum attendees featuring a Senior Economist for the Americas at Swiss Re Institute, discussing the current macroeconomic landscape.

Speakers

Mahir Rasheed, Senior Economist - Swiss Re

17:35

Chair’s closing remarks
5 mins

17:40

End of day 1 and networking drinks reception
60 mins
Join us for our end of day networking drinks reception with complimentary canapes and beverages.

08:00

Registration opens & invite-only LP breakfast
75 mins

09:15

Chair’s welcome back
5 mins

09:20

Panel: Infrastructure in a shifting policy and capital raising landscape
45 mins
- Navigating shifting investment and fundraising landscapes across international capital markets
- Managing regulatory and political risk across jurisdictions to enhance investor confidence and reach
- Fostering collaboration between infrastructure investors and public-sector partners to develop long-term, resilient strategies in uncertain environments
Chairperson

Zak Bentley, Americas Editor - Infrastructure Investor

Speakers

Paulo Arencibia, Vice President & Senior Investment Director - Axium Infrastructure

Jeremy Ebie, Co-Founder and Managing Partner - Phoenix Infrastructure Group

Daniel Silverberg, Managing Director - Capstone

10:05

Presentation: Market Update from Infrastructure Investor
20 mins
Speakers

Dan Gunner, Director, Research & Analytics - PEI Group

10:25

Interactive Session: Deal or No Deal? The digital infrastructure edition
35 mins
In this interactive session the “investment committee” will assess digital infrastructure opportunities in today’s rapidly evolving landscape. A fund manager and an institutional investor will evaluate a hypothetical investment in a digital asset—such as a data center, fiber network, or edge facility. The audience will then be given the opportunity to quiz the presenters on their decisions and decide whether they would themselves invest.

Speakers

Kangdi Peng, Investment Director ' Real Assets - Australian Super

11:00

Morning networking & coffee break
30 mins

11:30

Panel: Finding opportunities and value in today’s infrastructure market
45 mins
- Exploring strategies to enhance returns through asset optimization and operational efficiency
- How to drive performance with digital upgrades and innovation
- Real examples of value creation through active ownership and governance
Chairperson

Mary D'Souza, Chief Investment Officer - Misha Investments

Speakers

Maria Surina, Investment Managing Director - Cambridge Associates

12:15

Panel: Clean power, smart networks: The distributed generation opportunity
45 mins
- Leveraging technology and analytics to optimize distributed energy systems
- Strategic investment in storage, grid infrastructure, and beyond
- Navigating the multilevel regulatory landscape shaping deployment
Chairperson

Mark Weisdorf, Chair of the Investment Committee - IST3 Investment Foundation

Speakers

Trenton Allen, Chief Executive Officer - Sustainable Capital Advisors

13:00

Lunch & Women’s Circle Networking lunch
60 mins

14:00

Panel: Rebuilding the backbone: Investing in U.S. transportation infrastructure
40 mins
- Exploring effective financing models for today’s evolving infrastructure landscape
- Identifying the “non-negotiables” to keep transport infrastructure resilient
- Investor perspectives on transportation in North America
Chairperson

Catarina Moura, Senior Reporter - Infrastructure Deals

Speakers

Kelsey Clair, Managing Director - NY Green Bank

Rick Geddes, Professor - Cornell University

Ankita Narula, Vice President' - Akshaya Patra USA

14:40

Fireside Chat: Investor Keynote
40 mins
Speakers

Steven Meier, Deputy Comptroller-Asset Management & Chief Investment Officer - New York City Retirement Systems

15:20

Chair's closing remarks
10 mins

15:30

End of conference
0 mins

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