Powering the Future: Infrastructure in the Age of AI and Energy

Approved for 1 CE Credit: CFP & Investments and Wealth Institute

Sponsored by:

Private infrastructure investing has moved from the periphery to the center of client conversations, powered by undeniable long-term forces: the global energy transition, the explosive data demand driven by digitalization and AI, aging utility networks in urgent need of modernization, and the reshoring of critical supply chains.

But as client interest grows, so does a critical distinction too often glossed over: not all infrastructure investing is the same. Approaches across the spectrum, from core to value-add, differ meaningfully in return drivers, income profiles, risk, and portfolio fit – differences that shape the role infrastructure can play for a given client. Advisors who understand these differences can move client conversations beyond "should we own infrastructure?" to "what role should it play in this portfolio?"

Join EQT's investment professionals for an educational look at the private infrastructure landscape: how the asset class behaves, how approaches across the spectrum differ, and how secular themes are reshaping the opportunity set.

Attendees will come away with:

• A clear framework for understanding private infrastructure investing's role in a diversified portfolio, including its potential for income, growth, inflation linkage, and resilience.
  
• A thematic tour of key sectors, from digital and energy transition to transport and social infrastructure, highlighting unique drivers and risks.
  
• An understanding of the different ways value is created in infrastructure investing, from contracted income to operational improvement and growth.
  
• Practical, effective talking points to use in client conversations about the case for private infrastructure today.
  

Erwin Thompson | Partner, EQT Infrastructure & CEO, EQIC | EQT

Peter Smith | Managing Director, EQT Infrastructure | EQT

Register Now
Can't attend live? Register and view the webinar on demand.