Climate ForumMonday, 2 June 2025

With the market maturing, what strategies can we see emerging? What is the right approach: credit vs. Infra vs. buyout vs. growth vs. VC? Financing gap: what causes it? How can we bring more institutional capital to this space? How do investors overcome macro-economic, geopolitical and regulatory challenges and capitalise on the key market drivers?

Articles 8 vs. Article 9: which ensures greater returns? How is Article 9 defined by the industry, what is its future and does is actually matter? What impact has the IRA had on driving investment in the climate space and is it likely to change going forward? Exploring the implications of the new US Trump administration. Understanding carbon credits: voluntary vs. compliance carbon market.

Pro-tips on how to integrate a climate change risk assessment in investment decision making. What tools are available? Building resilience to accelerating physical climate risks. How do they impact assets and what are investors doing to drive adaptation? Sharing practical advice on navigating regulatory and political risks.

What defines a climate investor? Exploring the key LP considerations when deciding to allocate capital to climate-focused funds. What are the asset class gaps: private credit, real asssets? Generalist vs. specialist funds: which ones do LPs prefer? LPs on reporting: how do investors record their climate contributions?

Comparing the performance of developed and developing markets. How developing countries can better equip themselves to attract international climate finance? What investment opportunities do developing markets offer? A spotlight on Africa and Latin America. South-East Asia, CEE, India and Middle East – developing or developed countries?

How investing in natural capital is the next frontier for infrastructure market players who seek to preserve biodiversity. Exploring the investment potential, impact and returns of natural capital assets. What innovations and incentives are required to mobilize the investment in this space?

Uncovering the reasons behind the recent decline in investments: how is are the market players adapting? Where are the exits in climate tech? How big can they get, and what’s the true potential for large-scale exits in this space? What new technologies are emerging to help reduce emissions?

Comparing carbon capture risk/return profile to that of alternative approaches. How feasible and commercially viable is it? What is the best way to invest in carbon capture storage technology? Is there a viable case for carbon usage to grow oil production from existing oilfields?

Analysing the impact of the Ukraine crisis on agricultural commodities. Exploring the trends driving investment in agriculture. Putting money to work in forestry and vertical farming to capitalise on a value-add investment opportunity. Shining a spotlight on vertical farming, regenerative agriculture and CDA (controlled environment agriculture). What opportunities are there in agrisolar (combination of agriculture and solar photovoltaic (PV) energy)?

Exploring the main areas of innovation in the circular economy. Sharing the latest developments in waste management, smart, sustainable packaging and collaborative economy platforms. Uncovering implications and opportunities for investors.

Why investment in water is crucial to tackling the climate crisis. How can we close the gap for water infrastructure and innovation? What challenges do investors face navigating the water sector, and how are they overcoming them? Exploring the benefits of investing in water related services. Drafts and floods in Europe: can Europe learn something from other regions with years of experience in water desalination like Middle East?

Exploring key trends driving the future of transport and mobility space. How does the need for supply chain resilience, growth of e-commerce, a global shift to decarbonization and changing mobility patterns influence the investment landscape? What does the decline in investor appetite means for EVs and EV charging stations? A spotlight on low carbon fuels, alternative fuelling stations and sustainable aviation fuel.