){kind=logo}
08:50
09:00
-
- The macro environment – how interest rate fluctuation and inflation is impacting infrastructure deployment and investment decisions
- Long-term investment and durability – how can infrastructure look past current volatility?
- Constructing the new built environment – how can investors navigate choppy waters to deliver the new world of infrastructure?
09:40
-
- Investment in power grids – how are infrastructure investors safeguarding power distribution for the future?
- Powering AI – meeting the demand driven by the data centre boom across the globe
- Renewables, nuclear, grids, storage and more – what roles do these assets have to play in powering the infrastructure of the future?
10:20
-
- To what extent is the AI-driven surge in demand for data centres reshaping the investment opportunities for these assets? How will it transform further in the future?
- North America, Europe, APAC and elsewhere – how are investors diversifying across regions that are proving ripe for AI infrastructure?
- Managing risk, being proactive with power, and anticipating policy – the keys to succeeding in future years?
11:20
11:50
-
- Where in the mid-market ecosystem are we seeing the most appealing opportunities currently?
- Track record and relationships – the key to standing out in this competitive space?
- How does the mid-market offer liquidity relief and more varied access opportunities to LPs?
12:30
-
The perfect way to start your Infrastructure Investor Global Summit networking experience – meet GPs, LPs and service providers in a casual but efficient speed networking environment
-
- Deglobalisation – assessing the impacts of a year of tariffs, protectionism, volatile politics and continuing conflict
- Decarbonisation – how consistent climate policy is faring in Europe and elsewhere; the future of renewables in a non-IRA US, and assessing how infra investors can achieve long-term decarbonisation goals
- Digitalisation – embracing the data centre boom; the future of policy and regulation for the AI sector, and evaluating risk in this ever-evolving market
13:10
14:10
-
-
- Amidst investments in UK plants and elsewhere, what factors are driving renewed interest in nuclear infrastructure investment?
- How big a role does nuclear have to play in future global energy security?
- Navigating regulatory models and associated risk around nuclear power assets
14:30
-
- Case studies for utility and grid investment – powering AI and the transition
- Building-in resiliency for these assets amidst threats from climate/weather, cyber-attacks, and more
- Future-proofing utilities and grids against increased demand due to population growth, movement, overload and other factors
-
- As the transition evolves, are investors moving away from traditional renewables and focusing more on storage assets?
- Batteries, long-term, pumped-storage hydro… which storage technologies do investors have their eyes on, and why?
- How are investors successfully navigating merchant risk, cashflow stability and other challenges in this sector?
Simon Jardine, Head of Investment Grade and Transition Investment, HSBC Asset Management
15:10
-
- What role will infrastructure debt play in private credit’s growth story?
- What does this mean for infra equity? Will AUM for debt begin to exceed equity?
- The fallout from the asset-backed lending phenomenon that is expediting private credit’s growth
-
- Fighting against policy and power pricing headwinds, negative bidding, along with headline-making project cancellations, where can optimism be found for the future of offshore wind?
- How are infrastructure managers re-building investor confidence? What role can play to support this? And more crucially, will they?
- How, and where, can onshore play a role in revitalising the future of wind power as an asset class?
15:50
16:10
-
- Assessing the factors driving the continued maturation of the secondary market
- What regulatory and policy factors are pushing investors towards secondaries?
- Expectations for LP-led and GP-led secondary growth for 2026 and beyond
-
- Could this be a bubble market with the risk of overbuild, stranded assets and wasted dollars?
- How can the environment for AI infrastructure investing become efficient?
- Making sure investors are receiving returns amidst all the hype
16:50
-
- Succeeding in the face of competition creep
- Delivering the desired DPIs for investors
- Getting it right when it comes to active asset management
-
- Portfolio coverage and diversification – how can investors ensure they have sufficient diversification and avoid overexposure to digital and transition assets?
- Increased sophistication, shifting strategies and varied accessibility – how are LPs successfully adopting the right approaches for their clients?
- Institutional capital meets private wealth – how will the two play a part in the future of infrastructure investment?
Jonathan Ord, Head of Investments, GLIL Infrastructure
09:00
-
- Fundraising trends and sentiment – first close vs. final close approach, and how is the cycle evolving? Are we heading towards more fruitful times?
- How are managers offering diversified exposure to different and emerging sectors in 2026 and beyond?
- Core proving bullish, core plus on the rise, value add and debt still proving popular – how are fund managers aligning and prioritising strategies?
Moderator: Stancel Riley, Co-Head of Financial Sponsors & Strategic Solution, Mizuho | Greenhill
09:40
-
- Lessons learnt from a challenging past 24 months of cyber-attacks and physical/weather threats
- Distributed systems, drone technology and other solutions – how can innovation help investors protect their assets?
- How can renewed resilience help infrastructure prevail as the leading alternative asset class?
10:20
10:40
11:20
11:50
-
Female leaders from the private infrastructure investment market will host a panel, followed by breakout roundtable discussions
-
- Capital intensity – how can private infrastructure ensure the vast amount of money required for the transition continues to flow?
- The definition – what does transition mean now in the broadening world of infrastructure?
- Long duration vs batteries – where does the future of storage lie and is it the key to the transition’s success?
- The transition’s role in building out and providing access to the grid
Speakers -
Two emerging managers will share an investment case study with the audience, with interactive Q&A
12:30
-
Hosted by the Infrastructure Investor Network team, the forum will break into roundtable discussions for future leaders, and mentorship.
-
- How is the opportunity set changing in Europe compared to other regions?
- Withholding tax, changing policy and regulatory uncertainty – are these factors causing an exodus from the US into European investment?
- With European governments including the UK and Germany announcing significant infrastructure spend, what role will private capital play? What opportunities will these policy shifts bring?
-
The Emerging Manager seminar will break into meet & greet roundtable discussions
13:10
14:30
-
A mix of LPs and GPs active in the Middle East will share their thoughts on the investment opportunity for private infrastructure in the region.
-
- Are infrastructure investors doubling down or moving away from the US?
- How are managers managing policy and tariff risk, along with interest rate instability?
- Data centres, power, traditional energy – where will investors continue to find value in the US market?
-
- Since Russia’s invasion of Ukraine sparked an energy security crisis – how has the landscape played out and where do we stand now?
- Is deglobalisation and protectionism continuing to drive the direction of future energy security?
- How are infrastructure investors balancing transition ambition along with decarbonisation goals and short- and long-term energy security measures?
15:10
-
- The blurring definition of infrastructure – how are investors and managers handling this evolution?
- Agriculture and food – are these investments increasingly being viewed as infrastructure? What are the characteristics that define them as such?
- Where are the lines drawn when it comes to climate strategies?
-
- How have investors responded to the Trump administration bringing forward the IRA tax credit expiration date?
- Has the post-OBBB treasury guidance left room for opportunity on the US domestic renewable scene?
- Assessing the fallout on development projects and investment in a less favourable environment
-
Following the panel, the seminar will break out into meet & greet, informal roundtables for LPs, GPs, and SPs to discuss the challenges and opportunities in the region
15:50
16:10
-
Speakers will present investment case studies from across various regions in developing economies
-
- Is ESG sentiment rebounding or evolving?
- How to navigate new regulatory frameworks e.g. IGCC and hurdles while delivering real-world value
- LP and GP perspectives on what “doing sustainability right” looks like today
-
- Once the darling of digital infrastructure, how are fibre investments viewed now?
- Analysing the latest valuations in the fibre market
- How can smart investors step in to fuel AI growth through fibre investment?
16:50
-
- How has a changing global security architecture impacted how we think about infrastructure and its role in defence?
- In a world of ever-evolving threats, physical and otherwise, what constitutes defence infrastructure in 2026 beyond just weaponry?
- Strategies on the rise or just hype? What activity are we seeing, and what kind of risk and return profile can be expected from such opportunities?
-
Leaders at the forefront of the digital infrastructure landscape will debate the merits of emerging digital infrastructure assets, that will enable future digital transformation
-
- What’s driving infrastructure growth across EMDEs today?
- The role of Global Capital: How to balance Global North capital with Global South needs
- Adapting to a multipolar world: How are investors responding to fragmentation, rising protectionism, and shifts in global capital flows?
17:30
08:55
09:00
-
- Despite the clamour for more infrastructure, fundraising remains slow. How can GPs turn the needle on this?
- Risk-return profile, sectors, new assets, secondaries – what are LPs looking for that they haven’t yet found in the market?
- Appealing to a new generation of LPs – will semi-liquid funds open the doors to private wealth?
09:40
-
- Semi-liquid funds and more – how are managers adapting their capabilities to cater for private wealth investors?
- Will private wealth become the cornerstone of infrastructure investment in the near future?
- How will this be balanced with institutional investment?
10:20
-
- How is access to energy, or lack thereof, dictating decisions at the deployment level?
- With the ever-increasing digitisation and electrification of assets, how are private infrastructure investors tackling the explosion in demand for power?
- How does scarcity vary in different regions across the globe and how will this develop?
- Why is collaboration with real estate and other asset class teams essential to meet these challenges?
11:00
11:20
11:50
-
- Have we over-indexed on renewables? What underexplored areas are presenting the best investable climate opportunities today?
- How are investors shifting from reactive climate risk management to resilience as a value driver?
- Are today’s financing tools fit for the new climate investment frontier? Where is innovation happening and where is it still lacking?
-
- Will these funds truly open the doors to retail investors for private infrastructure?
- Higher fees, NAV redemption restrictions – how are managers maintaining balance in these funds?
- Are institutional investors also embracing this set-up?
-
Open to LPs, GPs and SPs, these off-the-record, relaxed discussions will be hosted by regional experts, representing:
- APAC
- The Nordics
- South America
- DACH
- Africa
- Australia
12:30
-
- Can the momentum for secondaries last despite a tough exit market?
- How will pricing for these products continue to evolve?
- What would continued growth mean for the broader infrastructure market? Will there still be capital for new assets?
-
- Digging into the numbers – why core plus is taking over as the leading infra strategy
- How has it evolved to differentiate itself from core?
- What is driving investor willingness to look past secure income, and even take on more development risk?
-
13:10
14:10
-
-
Speakers
-
- La Caisse has become the largest private investor in Sizewell C, pioneering a model for financing new build nuclear which works for both consumers and private investors (equity and debt)
- Sizewell C is a transformative project for Britain’s energy future, delivering reliable low-carbon power for 6 million homes for at least 60 years, creating lasting economic benefits for the UK
- La Caisse is investing alongside the UK government, industrial players EDF and Centrica, and other investors, bringing significant experience in sustainable infrastructure and in delivering projects that drive economic growth and long-term value creation.
14:30
-
- How are firms managing risk around expensive greenfield infrastructure developments and the associated supply chain issues?
- Moving from overcoming hurdles to creating value – how can managers shift sentiment from constant challenges to profitable assets?
- Generators, turbines, transformers and more – how are these challenges playing out across unique assets, and how do the solutions differ?
-
- How is current volatility affecting dealflow?
- Opportunities across different asset types, including infra-adjacent opportunities
- Analysing dealflow across different markets & regions
-
- How integrating renewable technologies such as solar, wind, and energy storage can enhance the resilience, efficiency, and environmental performance of infrastructure projects
- The role of sustainable procurement regulations and frameworks in accelerating the transition to sustainable infrastructure
- Addressing NIMBYism (“Not In My Backyard”) challenges in renewable energy projects
Moderator: Carmela Mondino Borromeo, ESG Advisor, Borromeo Mondino Advisors
15:10
-
-
- What’s driving the trend of both LPs and GPs increasingly setting up their portfolios to converge real estate and infrastructure?
- Social infrastructure, data centres & more – which assets most naturally fall into this?
- What advantage can savvy investors gain by taking this more holistic view?
-
15:50
16:10
-
- Finding success in the middle ground – how infra debt is benefitting from both private debt and infra equity investors looking for diversification
- Will the momentum behind the asset class prevail in the face of policy or other tailwinds?
- Origination, exits, sponsor relationships, risk management – what are the keys for success in the debt market that investors look for?
-
- How have managers adapted to the desire for co-investments?
- Where, if anywhere, in the market are we seeing volume in co-investments drop?
- Are fees creeping into the co-investment vehicle market? Will this deter LPs?
-
A panel of real asset experts will debate the merits and drawbacks of a holistic real asset approach
16:50
-
- Why is momentum for continuation vehicles staying high?
- How will things play out for funds approaching their end, in a difficult exit market?
- How can LPs take advantage of liquidity options through these vehicles?
-
- How and why is the mid-market outperforming large-cap in value-add strategies?
- Active management techniques that mid-market managers are utilising for their value add strategies
- LP investment decision criteria in a competitive and growing area of the market
-
This panel will take an in-depth look at those assets most in the crossover crosshairs, including:
- Data centres
- Social assets
- Logistics & storage
- Life sciences
17:30
18:00
09:30
09:40
10:20
-
- How will infrastructure continue to morph and evolve over the next decade and beyond
- Will the assets defined as core, value add etc. remain in those boundaries?
- Which regions will prosper?
11:00
-
Hear from the Infrastructure Investor research & development team in this exclusive data-rich presentation on latest fundraising and investment trends in the market
11:20
11:40
-
- Are infrastructures’ key defining factors – durability and resiliency – at risk?
- How can investors find the balance to embrace new opportunities and maintain portfolio discipline?
- Examining the convergences with other asset classes – drivers & compatibility
-
- How are fund managers helping LPs access transportation opportunities in a market dominated by digital and transition assets?
- How large a role does this core sector have to play in LP infrastructure portfolios of the future?
- Electrification and digitisation’s role in the value creation of transport assets
12:20
-
- Optimism vs reality – are we seeing the expected uptick in 2026 so far?
- Sector and strategy dominance - which areas of the market are doing the heavy lifting?
- Dissecting how fundraising cycles have fundamentally evolved, and why
-
- Why is there renewed optimism for core strategies amidst the hype for core-plus and value-add?
- How is the definition of core infrastructure changing? Does it still represent mostly regulated assets?
- Duration and inflation protection over execution risk and building anew – will core’s core characteristics win back investors?
13:00
14:00
-
- How AI and technology influence value creation and operational resilience across infrastructure
- How value is generated across various sub-sectors such as digital assets, transportation, and others
- In what ways are governance and sustainability becoming core drivers of value creation, rather than just compliance requirements?
- How are these techniques proving true differentiators in the battle to stand out in the mid-market space?
14:40
-
- What’s the current sentiment among LPs regarding over-exposure risk within the sub-sector?
- How are investors evaluating the nuanced risk/return profile of fibre assets compared to other digital infrastructure plays?
- Where is the next opportunity in digital infrastructure 3.0?
15:20