Summit DayTuesday, 1 December 2026

What is driving the accelerating demand for infrastructure on the continent today? Where are cross-sector infrastructure strategies creating the strongest investment opportunities? How are investors balancing the long-duration nature of infrastructure investing with growing demands for scalability, liquidity, operational execution and attractive long-term returns?

How are LPs thinking differently about risk, return profiles and portfolio construction as infrastructure increasingly moves from niche allocation to core strategic asset class? How are domestic pension funds, sovereign allocators and other institutional investors beginning to redefine the future ownership and financing landscape for African infrastructure? In what ways are African infrastructure players demonstrating that commercial returns, scalability and long-term impact are not mutually exclusive?

How is infrastructure debt beginning to evolve as an asset class across African private markets, and where are investors seeing the most compelling opportunities today? What financing structures and capital models are emerging to address the growing gap between infrastructure demand and available public funding? How are private capital players assessing risk, duration and return expectations across different types of infrastructure financing opportunities in Africa? What will determine the scalability and institutional attractiveness of infrastructure debt strategies across African markets over the coming years?

Bitcoin mining is increasingly being viewed not simply as a digital asset story, but as a potential infrastructure and power-demand solution for underutilised energy assets.

In African markets where generation, transmission and demand profiles remain uneven, modular mining infrastructure may offer new ways to monetise stranded or excess power, improve project bankability and support early-stage energy economics.

This workshop will explore how private capital investors are evaluating the intersection of energy infrastructure, private credit and mining-linked demand models, including:

• Why power economics matter more than Bitcoin narratives
• How mining assets, hosting contracts and energy agreements can be diligenced
• Where private credit and equipment finance can fit into infrastructure-style transactions
• Why operational counterparty risk remains one of the key determinants of success or failure
• What African energy projects can learn from the global mining infrastructure cycle

Designed for infrastructure investors, private credit managers, energy developers and institutional allocators, the session will examine where these models may realistically fit within Africa’s evolving infrastructure and power landscape.

If capital for infrastructure increasingly exists, what are the real constraints slowing project delivery and infrastructure rollout across African markets today? How are infrastructure investors and operators rethinking execution, operational value creation and platform-building in order to drive stronger long-term returns? What will determine whether newer infrastructure models, from decentralised systems to public-private partnerships, can scale more effectively across African markets?

As global competition for critical minerals intensifies, how are strategic partnerships and geopolitical alliances beginning to reshape capital flows, supply chains and infrastructure development across African markets? How are mining infrastructure and critical minerals projects evolving from traditional resource plays into broader private capital and infrastructure investment opportunities across Africa? How are investors evaluating the role of power infrastructure, PPAs and flexible energy demand models in improving the economics and bankability of mining-linked projects?

Which transport and logistics infrastructure gaps are emerging as the most commercially compelling opportunities across African private markets today? How are shifting trade flows, regional corridors and urbanisation trends beginning to reshape investment priorities across transport and core infrastructure? What will determine the long-term scalability and bankability of transport and logistics infrastructure projects across African markets?

Which digital infrastructure models, platforms and investment strategies are gaining the strongest traction across African markets today, and why? How are investors balancing the growing demand for data centres and infrastructure with increasing pressures around power availability, energy usage and infrastructure resilience across African markets? Where could Africa develop differentiated advantages within the global digital infrastructure and AI ecosystem, and how can investors support that opportunity?

This practical, case study-led session will explore how investors and operators are approaching social infrastructure opportunities across African markets, with a focus on projects combining long-term demand, operational resilience and scalable impact.

Through two real-world case studies, presenters will share how projects were identified, structured, financed and scaled, alongside the key lessons learned through execution and delivery.

Case studies will include:

• Education and private schooling investment
• Water infrastructure, distribution and efficiency solutions

15-minute presentations followed by 10-minute audience Q&A

How are geopolitical volatility, fuel security concerns and rising power demand reshaping the way private capital approaches energy and climate infrastructure investment across African markets? What technologies and circular economy models are proving most effective in delivering reliable, scalable and commercially viable energy solutions across the continent? How are investors balancing Africa’s long-term energy transition ambitions with the near-term realities of energy access, industrial growth and dependence on legacy fuel systems? As energy increasingly becomes the foundational constraint, and enabler, of growth, where are investors finding the most interesting opportunities across power generation, storage, distributed systems and energy-linked infrastructure?

What makes African real estate investing fundamentally different from other emerging markets, and how are investors adapting their strategies in response? Where are the most resilient real estate opportunities on the continent? How are changing urban dynamics, infrastructure needs and institutional demand beginning to reshape real estate investment strategies across African markets?