Main Conference Day Two - Market Intelligence and Investment SectorsTuesday, 2 February 2027

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Networking

8:00am - 8:50am

Registration & Morning Refreshments

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Main Conference Stage

8:50am - 9:00am

Chair’s welcome remarks

Nicole Windsor - Partner, Chapman and Cutler LLP

9:00am - 9:35am

The infrastructure investment revolution: Breaking down the trends from traditional infrastructure to modern megatrends

How do we quantify the global infrastructure investment gap and what are the resulting opportunities?
How are investors balancing US versus global infrastructure sentiment?
Where does digital infrastructure fit within traditional infrastructure portfolios?
How are cross-sector convergence opportunities being navigated?

9:35am - 10:10am

Data center decade: From growth story to maturation as a core infrastructure asset class, what do investors need to evaluate now?

How are data center yields compared to traditional infrastructure assets?
What is driving the billions in AI-related debt markets in 2027?
How are financing structures evolving (project-level debt, ABS, private credit)?
What role do power supply constraints play in data center investment strategies?
Where are edge computing and fiber network opportunities emerging?
How is documentation evolving and where are the boundaries of investable digital infrastructure?

10:10am - 10:40am

The new world order: How shifting alliances are rewriting private capital playbooks

The old globalization rulebook has been thrown out. 2027 will be defined by strategic realignment, friend-shoring, and capital weaponization.
How should investors be navigating a world where economic decisions are increasingly driven by security concerns rather than pure returns?
What does this mean for deal structuring, currency exposure, and sector allocation?

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Networking

Closed door networking

10:40am - 11:10am

Morning break and networking

10:40am - 11:10am

Invite-only brunch boardroom

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Main Conference Stage

11:10am - 11:45am

The energy race: What’s driving capital allocation across oil, gas, nuclear, and the infrastructure buildout

How are oil and gas producers responding to AI-driven power demand and LNG export growth?
What role does nuclear energy play in meeting baseload power requirements for data centers and industrial users?
How are midstream infrastructure and pipeline capacity expanding to support data center demand?
Where is private capital flowing: traditional energy, nuclear, integrated platforms, or selective renewables?
How are investors balancing traditional energy assets with opportunistic transition plays?

11:45am - 12:15pm

Tune in: How royalty financing is reshaping music and biopharma capital structures

Royalty financing is rapidly evolving into a mainstream, strategic pillar for biopharma growth and innovation. How are companies blending equity, debt, and royalty-based instruments to preserve balance-sheet flexibility?

How is royalty financing becoming central to biopharma capital strategies?
What role do synthetic royalty structures play in late-stage development?
How are GP firms deepening participation in royalty finance?
Where are highest value risk-adjusted returns in healthcare royalties?
How do royalty monetization strategies support commercial expansion?

12:15pm - 12:45pm

A credit curveball? Are sports investments in credit the next home run?

Professional sports continue to emerge as an attractive asset class for investors, as evolving ownership dynamics, attractive fundamentals, and underlying growth drivers create opportunities.

How are consortium-led acquisitions reshaping sports investment structures?
What role do stadium "live-work-play" facilities play in infrastructure strategies?
How are women’s sports and emerging leagues attracting institutional capital?
Where do media rights fit within sports investment portfolios?
How are sovereign wealth funds approaching sports as strategic infrastructure?

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Networking

12:45pm - 2:00pm

Lunch break & networking

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Main Conference Stage

2:00pm - 2:35pm

Commercial real estate reset: Navigating the changing fundamentals and interest rate realities

Between changing interest rates, refinancing challenges, and the emerging sectors in CRE:

How is the CRE maturity wall in 2027 creating opportunities?
What role is private credit playing versus traditional bank lending?
How are data centers, cold storage, and build-to-rent housing reshaping CRE?
Where are investors finding value amid refinancing pressures?
How are lenders balancing credit discipline with increased competition?

2:35pm - 3:10pm

Looking across the pond: How European markets are diverging into a new course

How are European valuations creating relative value opportunities for investors in 2027?
What role does energy security and infrastructure play in European market growth?
How are regulatory frameworks shaping cross-border capital flows?
Where are investors finding gripping risk-adjusted returns in Europe?

3:10pm - 3:45pm

Australasia: A debt boom for 2027?

The region is positioning itself as a gateway to Asian capital markets. With infrastructure and energy projects driving demand, how are allocation strategies changing?

How are Australian infrastructure assets attracting global capital in 2027?
What role does LNG export infrastructure and renewable energy play in Australian private debt growth?
How are regulatory frameworks shaping cross-border capital flows from North America?
Where are investors high value, risk-adjusted returns in Australian private debt?
How does the Australian market serve as a gateway to broader Asian capital markets?
What sectors are driving the infrastructure investment pipeline through 2030?

3:45pm - 3:50pm

Chair’s closing remarks

Nicole Windsor - Partner, Chapman and Cutler LLP

4:00pm - 5:30pm

Celebrating women in private placements

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Main Conference Day Two - Market Intelligence and Investment SectorsTuesday, 2 February 2027

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