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?
- Kashif Khan - Director, Infrastructure & Project Finance, MetLife Investment Management
- Tobias Griesshaber - Co-Head of Investments, Energy Infrastructure Partners
- Amir Sharifi - Senior Managing Director Infrastructure, Ardian
Hadron Energy is commercializing a factory-built, 10 MWe light-water micro-modular reactor designed to deliver always-on, carbon-free power for data centres, industrial campuses, and mission-critical infrastructure. Built on proven light-water reactor technology and an accelerated U.S. licensing pathway, Hadron is creating a repeatable, infrastructure-grade power platform aligned with long-duration contracted revenues and institutional risk profiles.
- Sam Gibson - Founder & CEO, Hadron Energy
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.
- Kevin Sara - Partner, Rive Private Investment
- Robin Tayal - Investment Director, Scottish National Investment Bank
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? Debating whether the massive investment in AI infrastructure is a speculative bubble.
- Ewa Jackson - Lead Product Specialist, Sustainability and Infrastructure Group, Apollo Global Management
- Josh Dienstag - CIO, Carbon Direct Capital
- Maria Surina - Managing Director, Real Assets, Cambridge Associates
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?
- Brynne Kennedy - Managing Partner, Smart Society Capital
- Ethan Levine - Managing Director, CF Private Equity
- Jochen Hauff - Advisory Board member & coordinator, Adapt Your World
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.
- Damian Darragh - Fund Partner, I-Squared Capital
- Abe Yokell - Co-Founder & Managing Partner, Congruent Ventures
The global push for clean energy is no longer purely an environmental or economic issue – it has become a primary driver of international relations, national security, and strategic competition. This keynote address will dissect how geopolitical forces are fundamentally reshaping the investment landscape for private equity in the energy transition sector.
- Yana Popkostova - Founder & Managing Director, European Centre for Energy and Geopolitical Analysis
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?
- Mrinalini Lhila - Founder & Managing Principal, 360 Capital Advisors
- Clare Murray - Co-founding Managing Partner, Blume Equity
- Patrick Eilers - Managing Partner & Founder, Transition Equity Partners
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.
Run under the Chatham House Rule and open to pre-registered banks, corporate investors, development finance institutions, endowments, family offices, foundations, insurance companies, investment consultants, pension funds, RIAs and sovereign wealth funds. Places are limited; to enquire please email Imogen.Pearey@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.
- Erik Thijs Wedershoven - Director ESG, NPM Capital N.V.
- Dominik von Scheven - Managing Director, Real Assets Investments, Hamilton Lane
- Luís Manuel - Founder and Managing Partner, Telluris Investments
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