• Path to feasibility for hydrogen 

• What major blockades the industry still faces; and solutions going into place for address them 

• Accessing tax credits, federal funding and attracting investors - demystifying the track to financial close

Our panel of top speakers explores providing for the exponential demand from the digital and TMT sector. 

• Do data centers continue to dominate the sector, or will overbuild stem the flow of new buildout? 

• How are investors and lenders sourcing new opportunities in the sector? 

• What challenges are there in updating active infrastructure, and what strategies are being deployed?

Labor costs, material costs, supply chain issues, pandemics, inflation and high  interest rates seem to have become a new normal for the infrastructure market to deal with. The pressures have eased overall, but many of the lingering effects of these factors continue to push the availability of capital for new projects. 

• Risk transfer, capital requirements, and labor shortages affecting project delivery 

• What has been the biggest continuous pain point for infrastructure projects? Has that affected the way you are evaluating your risk appetite? 

With total deal volumes in the United States north of $27 Billion, the power and renewable market is as strong as ever.  Welcome our session leaders as they delve into the top trends in financing and origination in the sector! We’ll explore: 

• What assets are expected to have the highest deal volume in 2025

• Review of the 2024 market - what worked and lessons learned 

Financing for port infrastructure and new LNG projects are typically some of the largest projects by volume. Our panel reviews the recent blockbuster deals and explores the future of the sector. 

• Where is the lion’s share of the demand coming from? 

• Analysis of investors and lenders for projects of this type - location,  risk appetite and size

• What are future expectations of large scale projects given the recent issues with Rio Grande LNG?

• Lay of the land: who is seizing the best opportunities in the market? 

• Best practices in seeking institutional debt for digital asset classes, and the rise of Private Placements in digital infrastructure 

• Are appetites for digital infrastructure growing into new players, or is the risk curve still more geared towards high capital and high risk markets?

State and Federal incentive schemes have historically been the driving force for new infrastructure buildout. How are developers viewing the legacy of the IIJA and the IRA, and what are we looking for in terms of future supporting legislation and frameworks? 

• What works and what needs some polish: policy and regulatory framework review

• Policy drives progress in most cases, how can active policies further support new infrastructure buildout?

Tax equity continues to dominate the landscape around financing structures for renewable energy assets. Opportunities like direct pay and transferability have further excited developers and opened the playing field for many that may not have qualified in the past. 

• What investment structures are turning out most popular to replace traditional tax equity to enhance sponsor returns?

• Explore how tax equity lenders are qualifying recapture risk

• Success stories and best practices in transferability

Efforts are in place to increase geothermal energy production, aiming for 90 GW by 2050.  With $74 million for pilot projects to test enhanced geothermal systems on the table from the DOE LPO, there’s a lot of jobs and potential projects on the table

• Accessing DOE Support for Advanced Geothermal - the road to feasibility 

• What locations are best fit for geothermal? What communities are most likely to benefit? 

• What investors and lenders are best suited for new investment in geothermal

Explore key features of Digital Infrastructure assets that appeal to investors interested in getting long duration exposure and looking to capitalize on the opportunities this market presents

• Will the traditionally dominant first tier markets continue to attract the most investment or will we see more appetite for M&A activity in second and third tier markets?

• Do any digital assets/ regions pose conflicts with funds’ investment mandates or provide opportunities for insurance/pension funds?

• Have specialist digital funds enjoyed an advantage over generalist infrastructure funds in competing for assets?

Fan favorite discussion returns to the Proximo Stage! Five futurists unite to guide us through the next stages of innovative infrastructure and smart city updates. 

• What opportunities for collaboration across the sectors can we find in the next generation of infrastructure? 

• How does smart city infrastructure support equitable environments? 

• What markets do next generation infrastructure developers look to in financing these projects? 

With the continued problem solving of intermittency issues for renewable energy, we still look towards traditional energy sources to provide reliable and (mostly) cheap energy. How are investors and developers looking to maximize the efficiency of these assets? What future does O&G have in these portfolios?

• Major successes and active challenges in the market

• How are investors communicating the need for gas to their LPs and GPs? 

• Are gas peakers the new normal (again)? What is next for the O&G sector?

Carbon capture and sequestration has been considered additive to lowering existing emissions towards global carbon reduction goals. How does the financing for these projects stack up as non-generation assets? How big is the projected appetite in the US? Globally?

• Assessing project-on-project risk for carbon capture

• What opportunities for CCUS lie outside of enhanced oil recovery?

• DAC and retrofitting active industrial, manufacturing and power plants

Given the tremendous investment in fiber, with over half of U.S. households having access and about 25% using fiber services, there's a significant opportunity for further growth. Especially when emphasizing both increasing penetration in existing areas and expanding into underinvested regions.

• Is new data center buildout driving more fiber infrastructure? 
• Are there still opportunities in rural fiver for large cap investment groups? 
• How is the investment landscape for fiber evolving, and how are operators and investors alike approaching the consolidation wave?

• What is the future landscape of financing for stadiums in the United States? What can we learn from the global infrastructure community? 

• Case Study: recent success of new Nissan Stadium & New Highmark Stadium

• How have innovative funding measures and risk mitigation strategies been employed to handle public sector stadium financing?

• What new technologies are driving the BESS sector? Analysis of non-lithium iron batteries and implications of long duration capabilities

• Other than capital or demand, what constraints exist on growth in the energy storage space?

• Capitalizing on excitement for new storage: incentives, credits, and the quickly expanding role of storage on the grid