IPEM GLOBAL 2026
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Infrastructure Summit
Sep 9, 2026
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10:00 am
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5:00 PM
Summit Room 2
BACK
BACK
Agenda
Summit Room 2
Sep 9, 2026
10:00 AM
10:15 AM
Infrastructure Summit | The big picture on infrastructure
Opening remarks providing context for today’s private infrastructure market.
Summit Room 2
Sep 9, 2026
10:15 AM
10:45 AM
Infrastructure Summit | Why the world is suddenly betting on infrastructure
Consistent with LP feedback over the past 12–18 months, Europe continues to attract non-European institutional capital to a greater extent than at any point in the last decade. US public pension...
Summit Room 2
Sep 9, 2026
10:45 AM
11:15 AM
Infrastructure Summit | How LPs build exposure to infrastructure: what is the right portfolio...
The toolkit available to infrastructure investors has never been more varied. LPs can access the asset class through primary fund commitments, a growing secondary market, co-investment programmes,...
Summit Room 2
Sep 9, 2026
11:15 AM
11:30 AM
Infrastructure Summit | The big picture on infra transition
Opening remarks that set the scene on how to understand climate risk in the infrastructure market of the future.
Summit Room 2
Sep 9, 2026
11:30 AM
12:00 PM
Infrastructure Summit | The Energy Transition Is Still On, But Battery Storage Is More Complicated...
Capital deployment into European energy transition remains structurally attractive, with falling construction costs, growing demand from AI and electrification, and binding EU 2030 targets requiring...
Summit Room 2
Sep 9, 2026
12:00 PM
12:30 PM
Infrastructure Summit | The energy transition thesis endures
The energy transition investment case has never been better understood, or more contested. With political headwinds in some markets and questions over long-term policy support, how robust is the...
Summit Room 2
Sep 9, 2026
12:30 PM
1:00 PM
Infrastructure Summit | Ask me anything on Infrastructure
One LP, one GP. Taking turns in the hotseat where no subject is off the table. What burning questions will they ask to each other?
Summit Room 2
Sep 9, 2026
2:00 PM
2:40 PM
Infrastructure Summit | Wired and Charged: ABL's Expanding Role in the Infrastructure and Energy...
The capital requirements of energy transition and the digital economy are generating a new frontier for asset-backed lending — one where hard asset collateral intersects with some of the most...
Summit Room 2
Sep 9, 2026
2:40 PM
3:00 PM
Infrastructure Summit | North American infrastructure: opportunity or obstacle course?
No market moves the needle on infrastructure quite like the United States. The grid needs rebuilding, the data centre boom shows no signs of slowing, and private capital has never been more needed...
Summit Room 2
Sep 9, 2026
3:00 PM
3:40 PM
Infrastructure Summit | The Infrastructure Behind the Infrastructure
The past decade of infrastructure investing has focused heavily on assets themselves, the towers, the cables, the turbines. But the businesses that service, maintain and supply those assets...
Summit Room 2
Sep 9, 2026
3:40 PM
4:20 PM
Infrastructure Summit | What the Mid-Market Can Actually Do for You
LP engagement with the mid-market is being driven by a desire to access where the majority of deal volume sits and replace exposure to managers that have scaled into the large-cap bracket. But does...
Summit Room 2
Sep 9, 2026
4:20 PM
5:00 PM
Infrastructure Summit | The Infrastructure Beyond Europe - where in the world should investors look?
Europe is having a moment. But with capital flooding in and valuations following, the more interesting question may be what is happening everywhere else. From Asia-Pacific's vast and underfunded...
