Christian Roy
Christian Roy
Speaker
Head of Central & Eastern Europe

Amber Infrastructure

Czech Republic

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Stage 2 - Proximo Project Finance

The Equity View Fireside: Finding Value in a Crowded Infra Market

Christian Roy
Head of Central & Eastern Europe,
Amber Infrastructure
Moderator
Tom Nelthorpe
Editor-in-Chief,
TXF

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?