Summit Day - GT (Gulf Time, GMT+04:00)
- Ennis Rimawi - Managing Director, Catalyst Investment Management
As AI accelerates demand for compute, how are data centres, chips and energy converging to create a new infrastructure investment landscape globally? Where are investors seeing the most compelling opportunities across the value chain? What is driving the Middle East’s emergence as a hub for AI infrastructure, from energy advantage to capital availability, and how does this position it in the global race? As demand grows, how are investors navigating key challenges across financing, capacity, power, location, and execution?
- Ennis Rimawi - Managing Director, Catalyst Investment Management
A case study-led session exploring how infrastructure investments are being delivered on the ground, across mobility and logistics.
The session will feature two focused case studies: one on EV ecosystems and transportation infrastructure, and one on logistics and supply chain infrastructure, including ports, freight, and distribution networks.
This session will unpack how investors are identifying opportunities, structuring deals, and executing at scale.
The discussion will also consider how an evolving geopolitical environment is shaping infrastructure priorities, reinforcing the importance of resilience, connectivity, and long-term planning.
Expect practical insights into how capital is being deployed, how projects are brought to life, and what differentiates successful infrastructure investments across both regional and international markets.
10 mins presentations each followed by 5 mins Q&A
As energy security rises up the agenda globally, how is this reshaping infrastructure investment priorities across renewables, traditional energy, and new technologies? How is the Middle East balancing its role as a global energy producer with growing ambitions around energy independence and diversification? To what extent is capital shifting toward electricity generation as economies move beyond oil? How are capital structures evolving to finance energy infrastructure at scale, across equity, debt, and public-private partnerships?
How are shifting population dynamics and global capital flows reshaping where real estate opportunities are emerging today? To what extent is geopolitics influencing real estate allocation decisions, particularly across regions like the Middle East, US, Europe, and Asia? In a market that has seen both rapid growth and sudden uncertainty, how are investors thinking about resilience, structure, and long-term value in real estate today?