Infralogic Investors Forum Europe 2025

Strategic insights for the future of infrastructure investing

location_on Hilton Bankside, London Map
08.00 - 09.00
BST

Registration & breakfast

09.00 - 09.05
BST

Welcome remarks

Robin Ganguly
Robin Ganguly Chair Global Executive Editor, Infralogic
09.05 - 09.10
BST

Infralogic Data

Alexander MacLeod
Alexander MacLeod Head of Data Analysis, Infralogic
09.10 - 09.40
BST
09.40 - 10.30
BST

Europe’s infrastructure: Re-emerging safe haven or short on opportunities?

Amid escalating global tariff wars, is Europe’s infrastructure market regaining its appeal as a top destination for long-term capital seeking stability? With inflation and interest rates falling across the EU, investment conditions are improving – yet lingering UK volatility and sluggish GDP growth throughout the continent continue to raise concerns. This panel explores how infrastructure investors are weighing these factors, and how this is driving deal flow. 

  • Are tariff wars repositioning Europe as a safe haven for infrastructure capital, or simply adding fresh uncertainty? 
  • As interest rates fall, is the European deal environment becoming more favourable – and are asset valuation gaps narrowing? 
  • Is stable, regulated infrastructure making a comeback as a go-to asset amid threats to global GDP growth? 
  • Are Europe’s renewed infrastructure plans, including those in the UK and Germany, unlocking new opportunities for private investors? 
  • Are green industrial policies and digital transition tailwinds still driving infrastructure investment momentum in Europe?
10.30 - 11.00
BST

Networking break

11.00 - 11.45
BST

What’s the secret to a successful mid-market strategy?

Global mega fund managers are gobbling up a majority of LP commitments, while mid-market strategies in the main have struggled to hit their fundraise targets. What can mid-market GPs do to turn this around? 

  • Why are mid markets struggling to meet their fundraise targets? 
  • How far does sector specialism make a difference when attracting LP capital? 
  • Are mid-market GPs sufficiently differentiating themselves? 
  • Can mid-market GPs tap new pockets of capital such as retail, family offices and LPs in geographies such as the Middle East? 
  • Are GPs balancing LPs’ demand for greater returns and risk management?
11.45 - 12.30
BST

Energy transition in flux: Capturing value amid rising risks

As global enthusiasm for energy transition investment cools, is Europe still delivering credible returns? This panel will examine where capital can be most effectively deployed – from mature renewables to next-gen technologies – and whether current policy frameworks offer enough incentives. It will also assess the invest-ability of Europe’s power grids amid rising demand for transmission and the re-emergence of nuclear in the infrastructure mix. 

  • Where are the strongest opportunities in European wind and solar – are valuations of operational assets attractive, or is it worth taking development risk for better returns? 
  • Which emerging transition technologies – storage, hydrogen, bioenergy, carbon capture – present the strongest investment cases today? 
  • Are Europe’s power grids truly accessible to private investors and do returns match the regulatory risk? 
  • Is nuclear re-entering the mainstream for infrastructure investors or was Sizewell C a one-off?
12.30 - 13.25
BST

Lunch

13.25 - 14.10
BST

What’s next for digital infrastructure? Investing beyond AI hype

Europe’s digital infrastructure remains one of the fastest growing sectors, but investors are starting to question high valuations. The panel examines whether data centre prices have reached a high-water mark and where are the most compelling prospects for fibre deals. The discussion will also consider investor appetite for core assets such as telecom towers and highlight new opportunities beyond traditional digital assets. 

  • What is the outlook for data centre expansion and are valuations still rising amid AI-driven demand? 
  • Where are the emerging hotspots for fibre investment, and are there opportunities in challenging countries such as the UK and Germany? 
  • Is competition for core digital infrastructure becoming more intense as these assets become scarcer? Are investors finding new deals in second-tier European markets? 
  • Can emerging subsectors like ground leases, chip firms and subsea networks be attractive for infrastructure investors? And where is the next wave of growth?
14.30 - 15.15
BST

Creative capital: Private credit’s space in infrastructure debt financing

While Europe’s M&A market struggles to regain momentum, the debt financing landscape remains fully open and dynamic. While raising equity is challenging for capital-intensive, high-growth sectors such as fibre and renewables, debt providers are increasingly offering more competitive and innovative financing solutions. This panel brings together investors and lenders to examine the evolving infrastructure debt market – exploring hybrid financing models, sector-specific risk strategies, and emerging sources of capital. 

  • What competitive financing options are available for refinancing and acquisition, and how is the balance shifting between equity and debt? 
  • Which financing structures best support greenfield projects and high-growth infrastructure portfolios? 
  • Is private credit competing with traditional banks or filling unique gaps in infrastructure funding? 
  • Is demand increasing for subordinated junior debt and structured equity, and what is the growth potential? 
  • Are senior infrastructure debt funds becoming more attractive as European interest rates begin to decline? 
  • Can new entrants succeed in the crowded infrastructure debt market, and which strategies effectively differentiate them?
15.15 - 15.40
BST

Networking break

15.40 - 16.20
BST

New frontiers in infrastructure: Has value-add peaked?

In recent years, elevated interest rates have driven investors and managers to pursue higher-risk, higher-return strategies – from stretching into riskier assets within core sectors to exploring entirely new sectors. But as rates begin to fall across Europe, are value-add strategies losing momentum, or are they now a permanent feature of the infrastructure landscape? This panel explores whether value-add approaches are delivering sustainable performance – and where the line is now drawn between core and value-add investing. 

  • Which value-add strategies have delivered strong returns with adequate downside protection? 
  • Which infrastructure criteria can value-add investors be more flexible on and what remains non-negotiable? 
  • Which sectors are currently leading the value-add charge — and have some gone too far, especially in social infrastructure? 
  • Are some value-add investments now edging closer to core as the market evolves? 
  • How are LPs responding — are they pushing back on broadening infrastructure definitions, or embracing the potential for enhanced returns?
16.20 - 17.00
BST

Transport focus: Opportunities and challenges for Eurostar rivals

High-speed rail is one of the hottest transport investment tickets in Europe. Multiple players have announced plans to launch competing high-speed rail services on the underutilized UK-France corridor. Yet despite growing interest and the apparent market opportunity, few of these initiatives have gained real traction. This panel will explore the economic, technical and regulatory hurdles facing these ventures – and assess whether such projects are truly viable for infrastructure investors. 

  • What are the major operational risks for new entrants? How do these differ from more conventional rail investments? 
  • How attractive are potential returns and how does the risk profile compare to more traditional brownfield transport assets? 
  • Are lenders supportive of these projects? What makes financing such ventures particularly difficult?  
  • What technical and logistical challenges need to be overcome – such as access to rolling stock and depots? 
  • From a policy and regulatory standpoint, how accessible is the market? Are barriers to entry insurmountable or underestimated? 
  • Are there lessons to be learned from previous liberalization attempts in European rail markets – and can they inform new bids for cross-Channel services?
17.00 - 17.05
BST

Chair’s closing remarks

Robin Ganguly
Robin Ganguly Global Executive Editor, Infralogic
17.05 - 18.05
BST

Networking drinks