2026 Energy & Infrastructure Summit
Agenda
| Tuesday, June 23, 2026 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 8:30 AM | Get an exclusive, behind-the-scenes look at a state-of-the-art data center, one of the most talked-about asset classes in energy and infrastructure today. This off-site add-on networking experience takes you beyond the conference room and into the grid, where you'll connect with fellow attendees while exploring the operational, energy, and investment dynamics shaping the future of digital infrastructure. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:30 PM | Registration is your first stop and the official welcome to the event. Our team will be there to greet you, provide your credentials, and ensure you have everything you need for a seamless and successful experience. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:00 PM | Federal policy shapes how capital flows into energy and infrastructure. This session unpacks how evolving regulations affect private financing, spotlights federal funding programs many investors overlook, and highlights current debt and capital market trends shaping deal structures and cost of capital. Michele Martin, 3P Energy Partners Reese Goldsmith, Ara Partners Liz Lamoste, Cordia Energy Eric Robinson, Baker Botts Hasan Nazar, Crux | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:45 PM | What’s the outlook for energy and infrastructure? At a 30,000-foot view, leading private equity investors, lenders, and advisors share their perspective on the forces shaping today’s markets — from capital flows and deal activity to policy shifts and emerging risks — setting the stage for deeper conversations throughout the conference. Margaret Franks, Selenite Energy Partners Priyanka Kandula, InfraRed Capital Partners Ltd Amélie Perron, Leo Berwick Noi Spyratos, CBRE Investment Management Susan Eisenberg, Kirkland & Ellis LLP Olivia Genereux, Ardian | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:30 PM | Located at the center of the event floor plan, the Connection Café is where conversations and networking come to life between sessions. It’s a space to step away, enjoy a light snack, and build authentic connections in a relaxed atmosphere, without having to leave the venue. Attendees will have the opportunity to connect with speakers 1:1 in a conversational setting during Meet the Speakers. Panelists will remain in the ballroom for additional questions - a prime opportunity to make an introduction! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:00 PM | Experts explore how interest rates, refinancing pressures, and shifting lender appetite are reshaping capital structures, financing options, and deal flow across the energy and infrastructure sector. | Investors and operators examine what’s next for U.S. natural gas and LNG, from demand growth and export capacity to midstream constraints and policy pressures. Expect a practical, returns-focused view on where value is being created and protected across production, infrastructure, and the global LNG value chain. Christina Kitchens, 3P Energy Abigail Stavinoha, EnCap Investments L.P Emily Fuquay, Grey Rock Investment Partners Marcia Hook, Clifford Chance Danielle Eveslage, Harvest Midstream | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:45 PM | Leaders explore the future of renewables — from wind and solar to energy storage — highlighting policy shifts, market drivers, and emerging investment opportunities shaping the next phase of the energy transition. Shankari Mylvaganam, Orion Infrastructure Capital Ashlynn Horras, Khasma Capital Sherry Wang, Morgan Stanley Alex Wilde, Clifford Chance Meghan Pasricha, Galvanize | Experts examine how tariff uncertainty, shifting trade policy, and broader geopolitical dynamics are reshaping global energy markets, influencing supply chains, project economics, cross-border capital flows, and long-term investment strategy. | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5:30 PM | Join us for the Welcome Reception as we kick off the event. Enjoy light bites and beverages while reconnecting with familiar faces and meeting new peers in a relaxed, social setting designed to spark conversation. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Wednesday, June 24, 2026 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 7:30 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:30 AM | Critical minerals sit at the heart of the energy transition, yet scaling supply chains requires a rare combination of policy fluency, engineering expertise, capital markets experience, and entrepreneurial grit. In this fireside chat, we sit down with Ashley Zumwalt-Forbes—engineer, operator, investor, family office leader and former U.S. Department of Energy deputy director for batteries and critical materials—for an inside look at how real-world projects get built. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:00 AM | Explosive growth in data centers and artificial intelligence is reshaping energy demand, infrastructure needs and investment strategies. This panel will explore how developers, investors and utilities are adapting from power sourcing and grid capacity to financing models and policy considerations as digital innovation drives a new era of energy infrastructure. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:45 AM | Located at the heart of the conference, the Connection Café will be the haven outside the ballrooms. Bistro tables and grab-and-go refreshments will create a location for an intentional or spontaneous pit stop between sessions. It will be the go-to spot for attendees to refuel, gather to chat, jot notes or take a clarity break. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:15 AM | The session explores supply chain risks, policy shifts, and market dynamics shaping critical minerals — and what investors from energy, infrastructure, and other sectors need to understand to navigate this complex and rapidly evolving market. Batchimeg Ganbaatar, Nomadic Venture Partners Laura Fernandez, Kinterra Capital Johnna Muinonen, Dumont Nickel Jennifer Fendrick, Kobold Metals Caitlin Lawrence, Vinson & Elkins | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:00 AM | Investors and developers assess the market forces accelerating energy storage deployment, from evolving grid needs and revenue models to financing structures and capital formation. A forward-looking discussion on where the next wave of projects and returns is taking shape. Shanelle Montana, Arevon Energy Rafia Merchant, Spearmint Energy Joanna Martin Ziegenfuss, Wärtsilä Catarina Freitas, Jones Day Susan Garrard, CAC | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:15 AM | Allocators share how they are deploying capital across private funds, open-ended vehicles, and direct investments. The conversation will explore portfolio construction, liquidity considerations, risk management, and the challenges and opportunities shaping energy and infrastructure allocations today. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:00 PM | Take a break at the Networking Lunch. Enjoy a great meal while connecting with fellow attendees and continuing the conversations from the morning sessions. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:00 PM | Real estate, infrastructure, and other real assets are increasingly merging into a unified asset class, from LP allocations to GP platforms. This session explores what’s driving the shift and what it means for managers competing in an integrated real assets market. Ying Lin, StepStone Group Christy Gahr, Realterm Abigail Fischer, Cambridge Associates Geraldine Barlow, Affinius Capital Isabel Dische, Ropes & Gray | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:00 PM | Institutional investors are rethinking their allocations to real assets as markets evolve and portfolio goals shift. This session brings together leading LPs to share how they’re approaching real estate, infrastructure, and other tangible assets today—covering capital flows, risk management, return expectations, and the strategies shaping commitments in the years ahead. Marina Schwartzman, Apogem Capital Elly Bringaze, Global Endowment Management Emily Sayles, Marsh Investments Catherine Beaudoin, Teacher Retirement System of Texas Xi Huang, CBRE | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:00 PM | The best connections are formed organically. Join your peers for a refreshing 60-minute, off-site guided walk along the stunning DC Wharf. This isn’t just a stroll—it's your chance to connect organically with fellow attendees, all while taking in the beauty of the nations capital. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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