Summit Day - BST (British Summer Time, GMT+1)
Sharing views on fundraising environment, valuations, macro-economic determinants, the level of energy demand and other key factors affecting dealmaking and returns. What are the top trends driving energy investments? An overview of best strategies for portfolio diversification across conventional and renewable energy assets. How does Europe compare to the US? Analysing recent and anticipated impact of Trump administration on the global energy markets.
Analysing the impact of the combination of energy and geopolitics on regional stability and global energy markets. Examining challenges and opportunities at this intersection, emerging risks and trends to paint a clearer picture of the global energy landscape.
With the recent regulatory developments, is energy transition considered to be dead in the US? How has the investment landscape changed and what is lying ahead for North America’s renewable energy market? Top LP considerations when deciding to allocate capital to renewable and energy transition funds. Understanding and navigating the latest investment trends in wind, solar, hydro, sustainable aviation fuel and geothermal energy assets. Examining the investment criteria, best strategies and financing options for energy transition. What emerging technologies are set to transform capabilities, synergies, and deployment potential?
- Ewa Jackson - Lead Product Specialist, Sustainability and Infrastructure Group, Apollo Global Management
What is driving growth in the digital infrastructure space? How is the investment community adapting to a fast pace of recent changes and new market dynamics? Does this sector belong to Real Estate or Infrastructure asset class or is data is emerging as a standalone real asset class? The role of hyper scalers in shaping the digital infrastructure landscape.
Exploring the intersection of digital infrastructure and the need for power as one of the most exciting and critical investment themes of our time. Does the hype really match reality? What are the opportunities and risks in these two sectors coming together?
Addressing the demand for electricity and power caused by AI and computing needs. Is it all getting a bit out of control, and how can we turn this challenge into an opportunity? Will DeepSeek change the trajectory of AI investment?
What are the best strategies to take advantage of the increased appetite for nuclear power? Is there a commercial market for small molecule nuclear reactors? What new lucrative technologies are emerging in this sector? Will we see more nuclear fusion or more conventional nuclear? Can the government support shorten the length of nuclear projects, especially conventional ones? Can the industry reverse the trend of exceeding budgets and timelines while scaling up fast enough to rise to the climate challenge?
Exploring the role of oil & gas in energy transition. How much capital will really be needed going forward to meet the demand: is what we have enough? Addressing the disruption and destabilization in fossil fuel commodity markets, competition from renewable energy, the electrification of transport, and climate change’s financial risks: is the fossil fuel industry strong enough to survive? Sharing best practices for balancing the immediate benefits of traditional energy investments with the long-term imperatives of sustainability and environmental stewardship. How has the business model for conventional energy investments adapted to existing pressures?
- Michael Felman - President & CEO, MSF Capital Advisors
With data centres emitting surprisingly more carbon emissions than air transport, how are we planning to solve this problem? Investing in solutions to tackle the reduction in the amount of energy that facilities use. Exploring opportunities in greening the power supply and clean energy storage. Sharing practical solutions and techniques for mitigating climate change concerns. How are we coping with the pressure on electricity grids and the ability of states and the private sector to meet their environmental targets and comply with tougher environmental regulations?
- Barbara Weber - Founding Partner, B Capital Partners
Analysing the demand and supply as well as investment options. Assessing risks and the outlook for this sector. What are the key trends driving the investors appetite for data centers?
A select number of GPs will present their fund to a group of LPs, individually, in a closed-door setting. Each GP will have 10 minutes to make their case, including time for audience Q&A.
These exclusive presentations are only open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.
To register, please contact:
Adrianna.Moskal@informa.com (For LPs)
Mandy.McIsaac@informa.com (For GPs)
An overview of emerging long-duration energy storage technologies to support the widescale deployment of renewable energy sources. Examining the evolution of revenue streams and changes in regulatory environment. When is it long-duration storage “going to happen” and what does the government need to do to make it happen? Battery storage in the spotlight: production, supply chain and a future investment trajectory.
- Alexandre Tilmant - Founder & Principal, Tela Energy
- Julien Devaux - Managing Director - Head of Infrastructure & Energy Finance, Natixis
Can natural gas serve as a short-to-medium term power supply for data centers, reduce the burning of coal and come a principal growth fuel of the energy system? How is US going to envelop the resources for natural gas and where is that money going to come from? Do we see more small private PE firms getting back into the game, and what are their climate pledges? Exploring the impact of LNG demand and exports on natural gas and the mid-stream market. Analysing how investments in RNG production provides a path to achieving methane emission reductions. It’s time for utilities to accelerate investment in RNG?
- Cay Freihofer - Founder and Managing Partner, Emerald Bridge Capital
Exploring key LP considerations when allocating capital to digital infrastructure. What will be required to support the current growth, and which particular sub-sectors of digital infrastructure stand to benefit most? Is it possible to build a globally diversified portfolio within the digital infrastructure space?
Market overview
[Data presentation]
Analysing the market performance, top market players, best performing subsectors and geographies, most notable transactions and exits.
Followed by:
What is the future of digital infrastructure?
[Panel discussion]
Quantum computing, dark fibre and other top trends to watch. Looking at future tenants like TikTok, and where do they sit in the world of hyperscalers? What does the future really hold for the growth curve for hyperscale data centers and the attendant power demand that comes with all of this exponential growth of AI?
An overview of market trends, most notable deals and hottest sectors.
Comparing carbon capture risk/return profile to that of alternative approaches, addressing key challenges and opportunities. 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? Can CCUS be integrated within midstream value chain, and how can it lower carbon intensity of fossil fuel value chain? Is there a commercial case for carbon sequestration?
Exploring the potential for biogas and biomethane. Which geographies are most promising for investors and how do the risks differ between them? What are the key risks and constraints facing investors in this space? What role will biomass have going forward, and does biomass represent an attractive investment opportunity for climate investors? Uncovering new emerging technologies which can fundamentally change this space in the near term.
Assessing the attractiveness of fibre networks and the most lucrative deal types for investors. Overcoming challenges, including high initial costs, competition and regulatory constraints. Exploring key trends in fibre network consolidation. Analysing the growing appeal of Fiber-to-the-Home (FTTH) and other investment opportunities within the fibre optic value chain.
Where can we find returns that deliver over the duration of the investment? Recognising geographical differences and comparing opportunities in Europe, the US and Asia. Middle East and France in the spotlight: are they becoming new hubs for data canters?