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
  1. 60 mins
09:15
  1. 40 mins
    Are LPs diversifying away from the US? What are the implications for global capital flows? What is driving the increase in home-market investing, and how significant is this trend becoming? How are ge …
09:55
  1. 35 mins
    How will rising electricity demand be met amid supply constraints? Can gas supply and renewables deployment keep pace with growing energy needs? Is the energy transition timeline at risk of being dela …
11:15
  1. 40 mins
    Has increased interest in the mid-market translated into meaningful fund formation and deployment over the past year? Which sectors are currently driving the most momentum within the mid-market? What …
12:20
  1. 40 mins
    How large is the opportunity in stabilised data centres, and what risks come with this lower-risk strategy? How is rising data centre NIMBYism and state-level regulation impacting development and inve …
14:00
  1. 40 mins
    ·       How shifting interest rate and macroeconomic conditions are shaping investor appetite for infrastructure credit ·       What are the key drivers behind the growth of infrastructure debt in Nor …
14:40
  1. 20 mins
    The shift away from traditional road and airport PPPs towards more niche opportunities like equipment leasing, logistics, and marinas Where managers are seeing the most compelling risk-return profiles …
15:20
  1. 40 mins
    Real Assets Plenary After coffee the audience will join together for the real assets plenary – covering the convergence of real estate and infrastructure teams under unified teams and how their strate …
16:00
  1. 40 mins
    How AI adoption, cloud migration, and data sovereignty are driving unprecedented demand for scalable, high-density colocation infrastructure Assessing how enterprises can turn infrastructure decisions …
16:40
  1. 40 mins
    How real assets are positioned within institutional portfolios and which strategies are gaining or losing favour The evolving deal structures and return profiles that meet today’s investment committee …
07:30
  1. 30 mins
09:40
  1. 40 mins
    How are investor sentiment and strategy evolving in a post-subsidy world? Does the US energy transition still offer attractive investment opportunities despite policy challenges? How achievable are FE …
10:20
  1. 40 mins
    How AI is being used across portfolio construction, risk, and reporting Which tools meet IC standards for governance and transparency How institutions are setting guardrails for responsible adoption
11:30
  1. 30 mins
12:00
  1. 40 mins
    How allocators are navigating slower distributions and adjusting commitment pacing across private markets To what extent are secondaries evolving into a strategic tool for reshaping portfolios and man …
12:40
  1. 20 mins
    How managers are deploying capital across the space from both large-cap and mid-cap perspectives The role of grid modernisation, distributed energy, and digitalisation in shaping the sector How evolvi …
13:00
  1. 60 mins
    Real Assets Plenary Once again, the audiences rejoin for a deeper dive into the real assets world – starting with a lively debate on the for and against of joining up real assets teams, followed by se …
14:00
  1. 40 mins
    How data centres are driving the convergence of real estate and infrastructure into a hybrid asset class Why power availability, location, and long-term leases are becoming the defining drivers of val …
14:40
  1. 40 mins
    What is driving “total real assets” frameworks and what are the unintended consequences for GP selection and benchmarking? Unlocking synergy between real estate insight and infrastructure discipline D …
15:20
  1. 40 mins