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

Speakers

Michela Bariletti, Chief Credit Officer - Phoenix Group

Bertrand Loubières, Head of Infrastructure Finance - AXA IM Alts

Don Dimitrievich, Portfolio Manager, Energy Infrastructure Credit - Nuveen

Lorenzo Ceretti, Partner, Ares Infrastructure Debt - Ares Management

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