Justin Deangelis
Justin Deangelis
Speaker
Partner, Global Head Sustainable Infrastructure (Equity & Credit)

Denham Capital

United States

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Equity investor view panel: hunting for yield and value in a crowded infra market

Justin Deangelis
Partner, Global Head Sustainable Infrastructure (Equity & Credit),
Denham Capital
Isabel Rodriguez De Rivera
Managing Director, Clean Energy Equity Investments,
Nuveen Infrastructure
Jaroslava Korpanec
Managing Director, Infrastructure,
Actis

·       Where are equity IRRs moving across core, core+, value-add, and emerging infra?

·       What differentiates a successful platform investment vs. traditional asset play in today’s market?

·       Is the boom in direct investment sustainable, or are funds rethinking syndication, co-investment, and club deals?

·       ESG as a yield enhancer: Where do equity investors see “real” value vs. greenwashing risk?

·       How is the red-hot LP landscape (pension funds, insurers, SWFs) reshaping fundraising, mandates, and governance?

·       Will infra equity play a bigger role in financing next-gen projects (hydrogen, AI-data infra, transport resilience)?

·       What are your biggest personal worries or hopes for equity in this cycle?