Main Conference Day Two - BST (British Summer Time, GMT+1)
To what extent is this sector overhyped and are we seeing investor fatigue set in? How much capital is available and where is interest strongest? How well can we estimate demand and what does this mean for projects still in the development phase? Who is all in on AI and who needs more clarity?
Presentation/interview
How do investors view the wave of digital infrastructure being placed in continuation vehicles? With these assets needing more runway and investors wanting liquidity, is this a win-win-win? Where are the conflicts and potential issues that can arise in the future? And what other options are there for ever growing data centres; what about open-ended funds?
With deteriorating supply-demand dynamics, is water scarcity getting the attention and investment it needs? As investors become more conscious of cost and availability how do you weigh up the costs of supplying, treating and re-using water versus the cost of a lack of water? What innovations exist and what more needs to happen to ensure water scarcity doesn’t dominate?
What is defence and what is defence adjacent? Is improving the defence capabilities of a nation a byproduct of modernising ageing infrastructure or a necessary outcome for long-term viability and perhaps a crucial objective? How much capital is needed to ensure truly resilient infrastructure?
What are the opportunities that exist by investing in adjacent technologies and industries? What services, components and networks need investment today? How are risks incubated and mitigated? And how attractive can the returns be in these sectors?
What can be learned from cross-border initiatives to help ease barriers and find opportunities? How are institutional investors partnering with each other and with fund managers to achieve wins? How are institutional investors changing their models?
Discussion group run under the Chatham House Rule and 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.
Spaces are limited. To enquire please email abbie.punter@informa.com.
With digital and energy infrastructure dominating the headlines, where else can investors play? When looking at infrastructure-adjacent industries, what returns can be made when you’re not exposed to the core-risk but can still get some of the upside?
Is the transport sector still underserved in today’s market? What challenges do investors face in this sector in Europe, the US and Asia? How is pent-up demand in recent years playing out? What are the best ways to play transport and what are some of the more niche and interesting sub-sectors worth exploring?
How are the unbanked populations being connected to financial infrastructure? How is money being moved safely?
How are public and private entities working to achieve affordability, outcomes and returns in health infrastructure? How is access and resilience being improved across different geographies and which policy and risk frameworks will attract long-term investment?
How are travel patterns evolving in today’s bifurcating world? What impact are geopolitics, sanctions, aircraft fuel efficiency and the climate having on travel? Where are the hubs and opportunities of tomorrow?
What opportunities can we expect in the near- and long-term? What risk/return metrics would investors need to feel comfortable to launch investments into the next frontier?
End of SuperReturn Global Infrastructure 2026