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07:30
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Hosted by Holtara
08:45
08:55
09:25
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- How investment committees are responding to political and regulatory pressure
- To what extent is sustainability impacting allocation decisions?
- How investors are working with managers in different jurisdictions, particularly North America
- The future role of responsible investment in private and public markets
Moderator
10:00
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- How approaches such as iCI are being used in practice and whether they are influencing investment outcomes
- Where climate considerations are shaping risk assessment, capital allocation and value creation plans
- Mitigation vs adaptation: how investors are prioritising between transition opportunities and physical climate risk
- Closing the gap with deal teams: how to drive real engagement and make climate analysis decision-useful
10:35
11:05
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Short presentations: quick, insight-led snapshots of how EDCI data is being used in practice to drive measurable value across portfolios
- BCG: Update on the latest data findings
- GPs: Turning ESG data into a value creation playbook
- LPs: Using data to understand, compare, and allocate smarter
- Portfolio companies: Driving cost savings, growth, and resilience
11:45
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The moderator presents an anonymised portfolio company situation: the investment thesis, operational context, and sustainability challenges , and where AI could realistically be deployed. Panellists discuss how they would approach value creation and which levers they would prioritise, before revealing what the firm actually did and the outcome.
12:20
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- The real dynamics between investment professionals and ESG specialists inside firms
- Sustainability in the investment committee: what gets taken seriously and what doesn’t
- Identifying the sustainability levers that genuinely drive portfolio performance
- Getting deal teams to care: incentives, accountability, and ownership
12:50
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- How better analytics are making sustainability more actionable and reshaping the GP/advisor relationship
- How GPs are reassessing support, outcomes, and cost: and how advisors are responding
- Where AI drives efficiency and where human expertise still matters most
- The next model: how ESG advisory is evolving toward more strategic, integrated and value-led support
13:20
14:30
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- Three real portfolio examples: where sustainability moved revenue, costs, or exit value
- Protecting value under pressure: which initiatives reduced cost exposure, mitigated operational risk or preserved exit value?
- Where AI accelerated (or undermined) value
- How ESG teams and deal teams actually collaborated during implementation
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- Making sense of data associated with physical climate risk
- What investors are really asking for on physical risk: and where expectations are outpacing GP capability
- Fitting climate risk evaluations into a PE ownership timeline
Moderator -
- How global investors operate across conflicting regulatory regimes
- Handling sector-specific rules across portfolio companies without fragmentation
- Keeping regulatory risk under control without building bloated, duplicative functions
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- Identifying where in the AI stack sustainability focused investors are playing
- Hype vs durable value: Are AI applications generating measurable commercial value and what this means for your investments
- Looking around the bend: How is AI changing the economics of sectors you previously were not investing in
15:10
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- Where AI is actually moving the needle: EBITDA, efficiency, and real sustainability outcomes
- What changes inside portfolio companies when AI is deployed properly?
- Why most AI initiatives stall: data gaps, weak execution, and lack of ownership
- Proving it to LPs: cutting through AI claims and evidencing real value creation
Moderator -
- Where physical and transition risks are showing up in deal selection and pricing
- The role of LP pressure vs actual investment discipline
- Examples of where climate risk has materially impacted investment outcomes
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- How governance structures are evolving to manage regulatory and reputational risk across portfolios
- The role of boards in overseeing sustainability, compliance, and emerging risks
- Aligning investment teams, operating partners, and portfolio management around consistent standards
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- How sustainability priorities and AI tools are actually being implemented across operations
- Value protection vs value creation: where are sustainability initiatives reducing downside risk and delivering measurable commercial impact?
- What are portfolio companies finding hardest to implement, and where can fund managers add the most value?
15:50
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- Integrating sustainability risks into investment committee decision-making
- Linking sustainability initiatives to revenue growth and margin expansion
- Is sustainability truly part of value creation, or still supporting it from the edges?
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- Where biodiversity risk is starting to show up in real assets and portfolios
- Moving beyond frameworks: what “nature” means in practice for GPs
- Whether biodiversity can drive measurable EBITDA impact, or remains outside core financial performance
- Can biodiversity become financially material, or does it remain reputational?
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- Why policies, codes of conduct, and audits are not sufficient to manage real-world risks
- The role of investors during the hold period
- What good looks like in practice: examples of tools, data, and processes
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- How ESG factors are being assessed and priced in GP-led and LP-led secondaries transactions
- How secondaries investors are engaging on sustainability during ownership
- Where ESG risks and opportunities are actually influencing discounts, premiums, and deal selection
16:30
16:50
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Closed-door, off-the-record sessions designed to test how sustainability is actually being applied across different areas. No presentations, no panels, and no prepared remarks: just candid discussion among peers on where approaches are working, where they are falling short, and how firms are adapting in real time.
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Closed-door, off-the-record sessions designed to test how sustainability is actually being applied across different areas. No presentations, no panels, and no prepared remarks: just candid discussion among peers on where approaches are working, where they are falling short, and how firms are adapting in real time.
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Closed-door, off-the-record sessions designed to test how sustainability is actually being applied across different areas. No presentations, no panels, and no prepared remarks: just candid discussion among peers on where approaches are working, where they are falling short, and how firms are adapting in real time.
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Hosted by Climate X
07:45
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Sponsored opportunity
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Led by ILPA
09:10
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- Building a playbook on Responsible AI
- How investors are identifying and assessing AI-related risks across portfolio companies
- Who owns AI oversight across investment teams, portfolio companies, and boards
- Where AI is creating real value vs introducing significant risk
Speakers -
- How lenders are identifying and underwriting ESG risks across credit portfolios
- The challenge of monitoring ESG risk post-deal in private, less transparent borrowers
- How credit investors are responding to increasing regulatory and LP scrutiny
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- How has investor appetite for sustainability shifted over the past 12 months amid geopolitical pressures?
- Is ESG entering a new phase and how are perceptions of its financial value evolving?
- Is sustainability being priced consistently across regions, or are divergences between Europe, North America, and Asia widening?
Speakers
09:45
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- LP priorities in a more politicised environment
- Separating political noise from material sustainability risks and opportunities
- What global managers need to understand when operating in the U.S. market
- Communicating sustainability to investors, regulators, and stakeholders
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- Whether pricing mechanisms are financially meaningful or largely symbolic in competitive markets
- The prevalence of low-ambition targets and limited consequences for underperformance
- Where the model is evolving: tighter structures, scrutiny, and pressure from LPs and regulators
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- How is renewable energy continuing to gain steam amid the global push for energy security and independence?
- What role does climate policy play in energy security and how has it shifted?
- Can a “pure renewables” model deliver sufficient system stability, or is a broader, agnostic mix, including gas and nuclear, required?
- What are the key barriers to deployment such as permitting, regulation, and infrastructure constraints and how do they impact timelines and scalability?
10:25
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- How LP expectations are evolving in the region
- Navigating a patchwork of regulatory frameworks, taxonomies, and disclosure standards
- Translating sustainability into value creation across diverse Asian markets
- Positioning sustainability strategies for global and regional investors
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- How are LP priorities evolving as regulation and market conditions change?
- Where do allocators still see sustainability creating value?
- What will differentiate leading private debt managers over the next five years?
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- What is the role of compute in transforming infrastructure beyond simple scaling?
- How to optimise AI systems for sustainability including data movement and operational efficiency
- Real investment frameworks that enable efficient and sustainable AI infrastructure
11:35
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- How defence has re-entered the investable universe for private equity
- How have sustainability policies been reinterpreted versus rewritten in response to defence opportunities
- Where capital is flowing across the defence value chain (technology, infrastructure, supply chains)
- How investors are balancing returns with ESG positioning and LP scrutiny
Speakers -
- How data centre infrastructure must evolve from grid consumers to grid assets
- What new initiatives, such as floating data centres in the Netherlands, will need to be introduced to cut energy use, lower costs, and reduce emissions?
- How must financing models evolve to meet with the demand and how are LP requirements changing?
12:10
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- How to build robust and effective exposure assessments across all the sub-asset classes, including transport, utilities etc
- How to evaluate and prioritise the benefits of different adaptation strategies in a no one-size-fits-all scenario
- How to make informed capital allocation decisions for resilience under deep uncertainty, balancing upfront capex against unclear future loss avoidance, evolving climate models, and imperfect risk pricing across portfolios
- How blended finance, impact-linked investments, strategic social procurement, and digital inclusion can deliver and scale climate adaptation solutions
12:15
12:45
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The session will explore how sustainability drives value, with a fund manager and institutional investor assessing a hypothetical infrastructure investment with sustainability considerations. They will approach it as a real case, posing key questions and evaluating risks, before the audience is invited to challenge their views and decide whether they would invest.
13:00
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Discover the latest figures in compensation for 2026. This session the first edition of the New Private Markets compensation study.
13:15
14:00
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- How infrastructure debt can facilitate responsible investing while managing risk exposure in an evolving regulatory and environmental landscape
- To what extent have recent geopolitical uncertainties affected demand for sustainable debt strategies?
- Navigating LP expectations regarding ESG integration in debt financing and project selection
14:40
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- Is LP ambition outpacing manager implementation?
- How are LP expectations evolving around transparency and accountability?
- What's next for the integration and monetisation of sustainable infrastructure investments?
15:20
15:30