The IPE Real Assets Investor Forum creates an informal environment where investors can share investment strategy experiences and best practices with peers. We aim to bring together around 15-20 investors to keep the discussion as productive as possible and the meeting is held under the Chatham House Rule.

This session is by invitation only. Please note that this is not a standalone session and you will be required to attend the IPE REAL ASSETS INFRASTRUCTURE & NATURAL CAPITAL GLOBAL CONFERENCE & AWARDS 2025 to qualify. For more information, please contact Judith Langford.

The American government has made it clear that defending Europe is no longer its priority, while the war in Ukraine continues.  It seems clear now that the post WW2 American – European relationship that has informed so much of the world order is undergoing a seismic shift.  Why is this happening and where are we headed? 

• Geopolitics
• Deglobalisation
• Regulation
• Public-private sector collaboration

Brandon Soeiro - Investment Director, Real Assets, AustralianSuper

 The results of IPE Real Assets’ Global Investor Survey 

• IPE Real Assets’ investor survey – the appeal of infrastructure today
• Where does infrastructure sit alongside private equity, private debt and real estate in the wider expansion of private markets? 

Don Dimitrievich - Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen

Don Dimitrievich - Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit

• Are infrastructure investors doing enough to net zero?
• Renewable energy generation and storage (hydrogen and nuclear in here)
• Investing in grids and networks
• The case for nuclear power

ARES - speaker TBC

Can the huge demand for power from AI and the energy intensity of data centres be reconciled with the global net-zero agenda?

Can the huge demand for power from AI and the energy intensity of data centres be reconciled with the global net-zero agenda?
Frederik Fischer Hjerl - Senior Portfolio Manager, Laegernes Pension

• Navigating ESG regulations and the green backlash
• Measuring sustainability in infrastructure

Phoebe Smith - Senior Director - PATRIZIA

Anish Butani - Managing Director, Private Markets, bfinance

Join us as we reveal the winners of this year's IPE Real Assets Infrastructure & Natural Capital Global Awards 2025

• What is natural capital, how is it evolving and what role should it play in institutional portfolios?  
• Traditional income-focused investments versus more impact-led strategies and nature-based solutions 

Kari Kangas - Director - Forest Investments, United Bankers
Paul Young - Chief Executive Officer, Conservation Resources

• What is sustainable forestry and how does it differ from traditional approaches?
• Carbon credits are gaining momentum with corporates, but is it an opportunity for institutional investor

Increasing the resilience of the global food system will require change from consumers, producers and investors, along with an understanding of the environmental and social impacts of this transition.  For real assets investors, the food transformation will involve several areas of investment including infrastructure, agriculture and natural capital.