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?

We speak with ECA and DFI chiefs about the structural forces reshaping their mandates, portfolios, and risk frameworks. ECA leaders will examine the growing influence of geopolitics, defence priorities, and national industrial policy on export finance; the expansion of untied and hybrid structures; the implications of ongoing ECA reform; and how green and energy-transition commitments sit within a more security-driven environment. MDB & DFI executives will assess the impact of the US pullback from development finance and aid, the challenge of mobilising private capital into bankable projects at scale, and the practical realities of deploying blended structures, local currency solutions, and de-risking instruments in higher-risk markets. Across both institution types, these discussions offer a clear view of how leaders are redesigning products, accelerating execution, and shaping strategy to meet rising global demand for energy transition, supply-chain resilience, and critical and strategic infrastructure.