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SuperReturn Real Assets North America
September 15-17, 2026
The Houston Grand Hotel - River OaksTexas
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Main Conference Day Two

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Main Conference Day Two
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Showing 2 of 2 Streams
9:00am - 9:25am
Welcome coffee
8:30am - 9:25amPre-registration required
Institutional investor only networking breakfast
Showing 1 of 1 Streams
9:25am - 9:30am
Chair’s opening remarks
  • Daniel Strachman - Co-founder, IMDDA
9:30am - 10:05am
Powering growth: addressing the expanding energy needs
  • Rob Fitzgerald - Senior Vice President, Aksia
  • Adam Daley - Managing Partner, Elda River Capital
  • Mahmud Riffat - Partner, ECP
  • Meghan Pasricha - Partner, Galvanize Climate Solutions
  • Suhrid Mantravadi - Partner, Grey Rock
10:05am - 10:25am
Beyond armchair AI: embedding AI where it makes money in industrial value chains
  • George Danner - President, Business Laboratory
10:25am - 11:00am
Fortifying the future: defense infrastructure for resilience and returns

Where are the most investable private opportunities in defence-related infrastructure? How should investors structure and govern deals to satisfy national-security and regulatory constraints, while protecting investors? Where do the opportunities lie in venture capital, private equity and private infrastructure?

  • Glenn Cowan - Founder & Managing Director, ONE9
Showing 1 of 1 Streams
11:00am - 11:30am
Morning coffee and networking break
Showing 1 of 1 Streams
11:30am - 12:05pm
Reliable gas in an era of energy addition and energy security
  • Omolade Fasusi - US Gas Associate, BloombergNEF
  • Jennifer Pomerantz - Chairperson, Ellipsis Holdings
  • Stephen Lipscomb - Partner, Tailwater Capital
Showing 2 of 2 Streams
12:05pm - 12:25pm
The gap between the model and the money: why infrastructure assets underperform — and what PE can do about it
  • George Danner - President, Business Laboratory
12:25pm - 12:45pm
Unearthing opportunities in mining and critical minerals
  • Tyler Rosenlicht - Head of Natural Resource Equities, Cohen & Steers
12:05pm - 12:40pmPre-registration encouraged
From entry to exit: orchestrating fair co-invests, secondaries and CVs

How can alignment be achieved? How do fees and terms evolve when looking at the different ways of investing?

Discussion group run under The Chatham House Rule and closed to press. Spaces are limited; to enquire please email abbie.punter@informa.com.

  • Brian Zaratzian - Co-Founder and Managing Partner, Omaha Beach Capital, LLC
  • Henry Willans - Head of Infrastructure Secondaries, Goldman Sachs
Showing 2 of 2 Streams
12:45pm - 2:00pm
Lunch and networking break
12:45pm - 1:45pmPre-registration required
Women in real assets networking lunch
  • Samara Shepherd - Partner, Vinson & Elkins
Showing 1 of 1 Streams
2:00pm - 2:40pm
Driving the future: is transport infrastructure overlooked and underpenetrated?
  • Lynn Kau - Head of Corporate Development, Realterm
  • Marwan El-Asmar - Head of Business Development and Product Solutions, Investcorp Corsair Infrastructure Partners
  • Mike Salzman - Operating Partner, Jacmel Partners
  • Vivien de Gunzburg - Founder & President, Ceres Infrastructure Asset Management
2:40pm - 3:20pm
Rebuilding the backbone: looking beyond energy and digital infrastructure

Which infrastructure sectors present opportunities in North America today? With energy and digital sectors at the front and center, are other sectors being overlooked? How can LPs and GPs find rewards in other sectors?

  • Michael Steingold - Senior Research Analyst, Russell Investments
3:20pm - 4:00pm
Building resilience: future-proofing infrastructure and real asset investments
  • Reynold Martin - Managing Partner, Percival Oak Advisors
  • Laura Coquis - Partner - Investor Relations and Fundraising, A.P. Moller Capital
  • Marina Schwartzman - Vice President, Private Real Assets, Apogem Capital
4:00pm - 4:05pm
Chair’s closing remarks
  • Daniel Strachman - Co-founder, IMDDA
Main Conference Day One
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