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Attracting equity investors: LP shifts towards sustainable/AI-aligned plays, pension and sovereign funds; infrastructure vs real estate; syndication models and valuation gaps Sourcing debt in a high-i ...
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Separating AI hype from durable demand: How are investors stress-testing AI assumptions? Is AI transforming digital infrastructure as an asset class? Supply challenges: Is power the real constraint? ...
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Roundtable 1: Europe, UK & Ireland
Power availability, planning reform, data sovereignty, grid bottlenecks, public resistance
Roundtable 2: United States
AI campuses, merchant power, permitting speed vs Europe
Roundtable 3: Capital structures & risk allocation:
Private credit, hybrids, JVs, securitisation, lifecycle capital
Moderator: James Lapushner, CIO, Anacott Capital
Roundtable 4: Public–Private Partnerships
What governments can (and can’t) do to unlock investment
Moderator: Marin le Corre, Founder & Investor, Alma Capital
Roundtable 5: Determining the perfect powered land site and how will behind-the-meter change
Key criteria, grid/renewables access, water, stability, fibre, zoning, permitting and community hurdles; on-site generation and microgrids
Roundtable 6: Exit strategies: How to optimise ROI retaining value
New ways to find value behind sheer growth; capital recycling, refinancing and secondaries; maximising operational value in investments
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