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

 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,
Marieke van Kamp - Head of Private Markets, NN Group

• 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

Art Pithayachariyakul - Principal, Energy & Resources, CPPIB
Ioanis Tyraskis - Head of Carbon Molecules Analysis, Energy Transitions Commission
Josie McVitty - Principal, Infrastructure and Real Assets, StepStone
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?
Koos Alfrink - Director, Head of Digital Infrastructure, PGGM

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

Remy Estran-Fraioli - Chief Executive Officer, Scientific Climate Ratings, EDHEC

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 

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

TBC Manulife

Paul McMahon - Co-Founder and Managing Partner, SLM Partners

As institutional investors increasingly recognise agriculture as a critical component of real assets, this panel explores how sustainable farming practices can be integrated into infrastructure portfolios. The discussion will cover investment opportunities in controlled environment agriculture, regenerative farming, and high-tech greenhouse operations. Panellists will share insights on aligning agricultural investments with environmental, social, and governance  goals, enhancing food security, and achieving long-term value creation. Attendees will gain a deeper understanding of how sustainable agriculture can contribute to diversified, resilient, and future-proof investment strategies. 

Kevin Schwartz - Chief Executive Officer and Managing Partner, Paine Schwartz