Agenda

Panel: The growth of private credit – a threat or opportunity for infrastructure?

24 Mar 2026

15:10 - 15:50

Plenary

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

Moderator

Joshua Kim, Associate Portfolio Manager - CalSTRS

Speakers

Michela Bariletti, Chief Credit Officer - Standard Life

Don Dimitrievich, Portfolio Manager, Energy Infrastructure Credit - Nuveen

Sébastien Munsch, Senior MD, Private Debt Investments - Canada Life

Lorenzo Ceretti, Partner, Ares Infrastructure Debt - Ares Management

Bert Schoen, Senior Fund Manager - BNP Paribas Asset Management Alts

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