Specialist Summits - BST (British Summer Time, GMT+1)
Data presentation
What lessons have been learnt when looking back at private capital’s energy investing history? What business models and fund set-ups have worked well and what has not worked? Is energy truly the realm of the infrastructure manager? What are private equity and venture capital managers bringing to the table?
- Sven Clasen - Partner, Co-Head Infrastructure, Palladio Partners
Presentation/interview
Where do the most compelling opportunities lie in the UK? What are the challenges of investing in an ageing infrastructure economy? And where are the bottlenecks when it comes to building new; what is the impact of labour shortages, regulatory pinch points and investor risk? Where are the main infrastructure deficits across the UK?
- Simon Davy - Managing Director, Investments, London, Equitix
- Marija Simpraga - Co-Head of Real Assets, People's Partnership
Presentation/interview
As nations strive to bring vital infrastructure and industries onshore to ensure national sovereignty if not survival, what opportunities will arise for private capital? To what extent is energy security driving the energy transition globally today?
- Daniel Connell - Managing Director, CF Private Equity
- Saket Trivedi - Partner, Cube Infrastructure Managers
How are UK pension funds gearing up towards 2030? What lessons can be learnt from other markets or other investor types? What do UK pension funds want and how should GPs be positioning themselves?
- Shiwen Gao - Head of Real Assets, Executive Director, Fulcrum Asset Management
With demand for power surging across the globe, what options are investors exploring for reliable energy supplies? Are governments and regulators open to promoting myriad sources? Who should pay the cost and who should reap the rewards? The power grid wasn’t built for this decade’s challenges so what innovations are happening in off-grid generation and storage?
- Leigh Hazelton - Principal, Infrastructure & Real Assets, Hamilton Lane
- Amanda Tonsgaard - Partner & Head of Investor Relations, AIP Management
How are investor views on natural gas, hydrogen and biofuels evolving? How do these fuels weigh up when considering emissions and energy sovereignty?
Discussion group run under The Chatham House Rule and closed to press. Spaces are limited; to enquire please email abbie.punter@informa.com.
What PPP best practice from across the globe should the UK’s public and private sector be taking heed of? In which sectors can private capital experience and expertise be most beneficial?
How are investors navigating turbulence in the fossil fuel market? To what extent will fossil fuels remain the mainstay of global energy and how do viewpoints vary across regions?
- Gareth Davies MP - Shadow Minister of State for Business and Trade, UK Parliament
Open to pre-registered banks, corporate investors, development finance institutions, endowments, foundations, insurance companies, investment consultants, pension funds, RIAs, single family offices, sovereign wealth funds and wealth managers, subject to qualification. Spaces are limited; to enquire please email imogen.pearey@informa.com.
To what extent are renewables seeing a resurgence and are blue-sky valuations a thing of the past? What exciting innovations and technologies are investors seeing in solar and wind?
How is the UK data centre market differentiated from the larger US market and the rest of Europe? With more opportunities in the US, what are the benefits of looking at the UK?
Are we in an age of politically driven investments rather than purely financial decisions? Is this more evident when looking at certain sectors such as critical minerals, supply chains and cybersecurity?
Discussion group run under The Chatham House Rule and closed to press. Spaces are limited; to enquire please email abbie.punter@informa.com.
What do investors need to know about this up-and-coming sector? How is natural capital becoming a scalable asset class for institutional infrastructure capital?
What success stories has the UK experienced in its utilities sector and what lessons can be learnt? Where are opportunities for further investments and how can investors avoid utility risk; what adjacent industries are attractive to play in?
Which regions offer the best risk-adjusted returns for private energy investing? How are investors weighing up emerging market opportunities against policy and FX risks? What balance do investors aim to strike between core/core-plus exposure and value-add or opportunistic strategies? Are investors moving the needle when it comes to decarbonisation goals?
- Jaime Alvarez - Portfolio Manager – Sustainable Infrastructure and Private Equity, Brunel Pension Partnership
- Uwe Fleischhauer - Founding Partner and Member of the Executive Board, YIELCO Investments
A look at offshore wind, nuclear, battery storage, carbon capture and more: what’s hot in the UK today and in the run-up to 2030? Are faster regulatory reforms on the horizon and how are costs and risks being mitigated?
This session brings the Energy Summit and the UK Summit attendees together for the closing panel (taking place in the Energy Summit)
End of the Energy Summit
Shining a spotlight on the UK’s infrastructure success stories
A look at offshore wind, nuclear, battery storage, carbon capture and more: what’s hot in the UK today and in the run-up to 2030? Are faster regulatory reforms on the horizon and how are costs and risks being mitigated?
This session brings the Energy Summit and the UK Summit attendees together for the closing panel (taking place in the Energy Summit)
10 institutional investors and 10 fund managers will each meet for three minutes.
For institutional investor registration please contact imogen.pearey@informa.com. Fund manager registration will be available on the day.