Main Conference Day One - BST (British Summer Time, GMT+1)
- Ali Miraj - Global Lead of Infrastructure Sponsor Coverage, ING Wholesale Banking
Exploring the latest trends shaping global infrastructure market. Analysing differences between private market and public market valuations: do we anticipate these to be adjusted? How are we dealing with the impact of increased interest rates and capital costs on deal flow? Will market consolidation continue?
- Thomas Ducker - Infrastructure Sales Director, GRESB
- Harry Seekings - Partner and Co-Head of Infrastructure, Apollo Global Management
- Jason Vassiliades - Managing Director, Infrastructure Investments, CIM Group
- Emma Howell - Co-Head of Infrastructure, Federated Hermes
- Arnaud Bourdon - Investment Director - Infrastructure, Axa IM Prime
- Pooja Goyal - Chief Investment Officer of the Infrastructure Group, Carlyle
- Nina Kraus - Director of Sustainability, Hamilton Lane
In 2025, “infrastructure” is undergoing a metamorphosis: assets are hyper digitalized and networked, electricity demand is surging, and infrastructure assets are increasingly prime targets for militaries and intelligence services alike.
Investors now sit at the centre of this tension. As governments step back from direct ownership and private capital steps in, infrastructure operators inherit risks once reserved for states. The keynote argues that investing in infrastructure today requires adopting a state’s mindset: building intelligence capabilities, exercising crisis response, and cultivating shared missions with public and private partners.
With more countries becoming increasingly insular and re-focusing capital on domestic energy efficiency and modernisation, what impact has this new deglobalisation trend has on investment decisions? An in-depth view on national infrastructure control and "infra-sovereignty" as a means of greater self-reliance and control over critical infrastructure.
- Ennis Rimawi - Founder & Managing Director, Catalyst MENA Climate Funds (CMCF)
Providing a regional comparison for infrastructure investors. Is Europe becoming a more attractive investment destination in light of recent political developments in the US? An overview of opportunities in emerging markets. Comparing the performance of developed and developing markets.
- Christian Doglia - Founding Partner & CEO, Infranode
- Julian Alvarez - Investment Director, Infrastructure Team, YIELCO
- Stephane Delatte - Chief Executive Officer, Keppel Credit Fund Management
- Victoria Miles - Founding Partner, Co-CEO and CIO, ImpactA Global
- Marcin Prusak - Managing Director, Equity Investments and Analysis, BGK
- Marco van Daele - CEO, SUSI Partners
Addressing geopolitical risks, exploring recent and future developments and their effects on the market. How have the prolonged Russia/Ukraine conflict and the war in Gaza affected the supply and demand balance? How can China and US tension potentially affect the supply chain? How has Trump administration shifted the market dynamics and what can we expect coming out of the US? Examining the impact of Paris Climate agreement and its impact on energy infrastructure.
- James Lapushner - CIO, Anacott Capital
[Institutional investor-only closed-door session]
How can investors influence the asset class and what levers they can pull to influence and change behaviours? What are the engagement and stewardship tools do institutional investors have to influence change at a fund level?
This exclusive discussion group is 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:
This exclusive lunch is for Institutional investors to network with their peers. Open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. Places are limited, to register please email: momina.nehmat@informa.com
Exploring the idea of infra resilience and how the semantics of sustainability are morphing into resiliency. Analysing the returns resiliency approach brings to investors and benefits of a shift from focusing on sustainability as a cost to focusing on sustainability as a value creation tool. Mainstreaming physical climate risk assessment and moving beyond value/risk metrics to create value.
Exploring the growth and pricing trends that are taking shape across the infrastructure secondary market. GP-led continuation vehicles: are some managers using this tool to move unsellable assets? Looking at continuation funds as a route to market or a route to exit. An overview of opportunities in institutional investor-led secondary market.
- Eugene Zhuchenko - Founder, ETORE Advisory
- Dominik von Scheven - Managing Director, Real Assets Investments, Hamilton Lane
- Tim Rees - Partner, StepStone Group
- Welwin Lobo - Principal, Pantheon
- Diego Jimenez - Principal, HarbourVest Partners
How have sustainable debt and bond strategies evolved compared to conventional financing? How does infra debt compete with other sources of capital? Has Infra debt run by asset managers on behalf of institutions or institutions directly become a true alternative to the traditional bank lending for infra project financing? Is the access to debt and getting better or worse?
Followed by a debate:
Infra debt vs. infra equity
Which will provide better risk adjusted returns over the next 10 years?
- Miguel Solana - Co-Founder & Managing Partner, Alter5
- Shirley Chojnacki - Managing Director - Head of Energy, Edmond de Rothschild (UK)
- Harshil Shah - Director, Senior Portfolio Manager, Allianz Global Investors
- Ewa Jackson - Lead Product Specialist, Sustainability and Infrastructure Group, Apollo Global Management
- Laurence Monnier - Senior Advisor, Ceres Asset Management
- Chris Nishan - Director - Infrastructure Debt, M&G Investments
- Saket Trivedi - Partner, Cube Infrastructure Managers
PPP vs. PFI: which of these models is preferred by the investors and lenders? Which sectors have PPPs become less financially viable for the private sector, particularly in light of rising prices and increasing demands? What are the potential risks associated with PPP and PFI models, and what strategies do equity and debt financiers employ to mitigate the risks?
- Dr Syed Hasan Jafar - Vice Dean of School of Business, Director of Finance and Bloomberg lab, Woxsen University
Exploring the appetite of investors and private creditors for debt securities, including environmental, Green, Social, and Sustainability bonds. What are the current market trends and returns of these securities? What are the primary factors influencing the demand and price of these securities? A comparative and market-based analysis of debt securities vs equity vs debt financing from the perspective of developers and investors. Balancing social impact with financial returns.
- Panos Ninios - Co-Founder & Managing Partner, True Green Capital Management
- Enes Güzel - UK Country Advisor, Investment and Finance Office of the Presidency of the Republic of Turkiye
- Hossein Nouri - Managing Director and Projects Executive Director, Petro Power Construction
- Michael Turner - Managing Director, Infrastructure Investments, CIM Group
Exploring the idea of infra resilience and how the semantics of sustainability are morphing into resiliency. Analysing the returns resiliency approach brings to investors and benefits of a shift from focusing on sustainability as a cost to focusing on sustainability as a value creation tool. Mainstreaming physical climate risk assessment and moving beyond value/risk metrics to create value.