Main Conference Day One
A practical guide to the metrics and criteria GPs are using to credibly label investments as "ET" in today’s complex market. How do ET strategies differ across different return, risk, and duration profiles? How are LPs attempting to categorise varied ET strategies and defining clear boundaries from conventional infrastructure and power investments?
An in-depth analysis of the current challenges and opportunities facing private equity firms in this dynamic sector. How are leading firms adapting their investment theses to thrive amidst these market dynamics? Examining performance concerns, holding periods and returns, funding gaps and deal flow, as well as market repricing.
Exploring the massive, and often under-estimated, energy demands of modern data centres and AI infrastructure and examining how this surge in consumption is becoming a primary driver of private equity market dynamics. How can investors capitalise on the infrastructure required to support the future of AI?
Geopolitical shifts and global volatility have fundamentally reshaped the narrative around energy investment. What urgent considerations of national and regional energy security and defence are driving private equity strategies? How are GPs and LPs recalibrating their portfolios to prioritise resilience, reliability, and independence in energy supply?
To register, please contact Svetlana.fathers@informa.com
Exploring the substantial private equity opportunities arising from an urgent and critical need for grid infrastructure expansion and modernisation. Delving into the investment landscape surrounding grid stability and capacity challenges. Examining the bottleneck effect, modernisation imperatives and capital allocation strategies.
As energy systems decentralise, private investors are increasingly financing and owning assets once dominated by utilities. This keynote explores how clean infrastructure – like solar, storage, and grid-edge solutions – is becoming an investable real asset class, and how capital allocation decisions today shape the future impact of the energy transition. |
Exploring the critical intersection of defence supply chain resilience and global energy transition. How does private equity drive value creation in this evolving landscape? What are the key strategies for building resilient, future-proof supply chains that leverage regional sourcing and advanced technology, moving beyond traditional efficiency-focused models?
Moving beyond the narrative of why to invest, focusing instead on how LPs are navigating the sector to generate superior returns in 2026. This frank and strategic discussion is designed to demystify capital allocation and address core investor challenges.
This exclusive discussion group is open to 20 pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. Run under the Chatham House Rule. To register, please contact: Nisa.Pun@informa.com
A deep-dive into the nuanced dynamics across key global markets, guiding investors through the complexities of capital allocation from Washington to Brussels to Beijing. How do market players navigate varied regulatory environments and evolving strategic priorities? Examining US market volatility, European energy independence, supply chain realignment and emerging market potential.
Sharing LP views on how they are interpreting, defining, and allocating capital to ET strategies in 2026. How do LPs tackle critical questions shaping the fundraising environment? Understanding investor expectations, aligning your strategy with LP mandates, and navigating a competitive fundraising landscape in the year ahead.
1. Water's critical role in the 2026 energy transition
2. On the move: navigating the transport sector’s energy transition
3. Closing the loop: circular economy as an investment engine for energy transition
4. Cultivating change: the agriculture sector's role in the energy transition
5. Building a greener future: the real estate sector's energy transition imperative