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? 

So far, 2025 has been a fairly turbulent year for markets, with on-again, off-again, on-again American tariffs, high volatility and much opportunity for real assets investors.  During this week of rate announcements from the ECB, the Fed and the Bank of England, one of Europe's leading economists focuses on globalisation, capital flows and the economic impart of the EU's transatlantic relations.

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

The Port of Rotterdam serves as a critical gateway for goods, representing 30% of European maritime freight. This strategic overview of the Port focuses on three key themes: 

• The Port’s geopolitical significance in a rapidly-changing world 
• Its leadership in the energy transition, particularly in the development of a hydrogen economy
• The growing involvement of institutional investors in financing and shaping this transformation 

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

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.

Getting natural capital to institutional scale has been a challenge but one manager/developer feels he’s cracked the code. In this exciting fireside chat, he’ll discuss the five-layered triangle he believes underpins nat cap investment, the link between nat cap and profitable carbon credits and the data-led strategy that makes it all possible.