Day two stream · 18 November 2026

Infrastructure Investor Responsible Investment Forum

A full day on where sustainable infrastructure capital is going: energy security, data centre demand, adaptation finance and the debt that funds it.

9 Sessions across the full day
20+ Speakers confirmed so far
09:05 Opening remarks, straight after breakfast
15:30 Close of conference
What the day covers
Energy and security Whether a pure renewables model delivers system stability, or a broader mix including gas and nuclear is required.
Data centre demand How data centres evolve from grid consumers to grid assets, and how financing models change with them.
Capital for climate Allocating for resilience under deep uncertainty: upfront capex against unclear future loss avoidance.
Infrastructure debt Where sustainable debt strategies stand after two years of geopolitical disruption.
Wednesday 18 November

The stream in full

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09:05
  1. 5 mins
09:10
  1. 35 mins
    • 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?
09:45
  1. 40 mins
    • 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
  1. 30 mins
    • 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
14:40
  1. 40 mins
    • 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?
Delegates at Responsible Investment Forum: Europe
 

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