Panel: Energy investing without a playbook

05 Nov 2026
  • 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 FEOC (Foreign Entity of Concern Rules) compliance requirements, and will investors pursue projects without tax credits?
Moderator
Justin McGown
Justin McGown, Reporter, Americas - Infrastructure Investor
Speakers
Mehdi Khalili
Mehdi Khalili, Portfolio Manager - Legal & General America