Infralogic Investors Forum New York 2026

location_on Convene Brookfield Place, 225 Liberty, New York Map

Return expectations and subsector allocation strategies

Panellists share where they see the strongest risk-adjusted returns in the near term. Glenn Jacobson highlights mature solar-plus-storage projects hitting ITC windows and grid infrastructure as attractive opportunities. Darpan Kapadia identifies operating renewables with expiring PPAs as a compelling buy given motivated international sellers and low valuations. Nick Riva points to operating renewables with repowering potential and nodal value within interconnected networks as key themes.

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