Agenda

• Wed, Jun 10, 2026
• Thu, Jun 11, 2026
• Fri, Jun 12, 2026

3:00 pm - 4:00 pm at Ritz Carlton Ballroom Foyer

Registration opens

4:00 pm - 4:45 pm at Ritz Carlton Ballroom

Investor fireside chat mixer Jorge Fernandez (Managing Director, Infrastructure), Dima Blumin (Senior Portfolio Manager, Real Assets), Derek Chu (Head of American Real Assets, Investments), Jonathan Lawrence (Director, Infrastructure Investments), Kathryn Liao (Managing Principal), Ashley Ng (Senior Director & Head, Infrastructure Investments)

An interactive investor panel with speakers reviewing their investment programs and sharing what emerging trends they are focusing on.

7:30 am - 8:30 am at The Grand Foyer

Breakfast

8:30 am - 9:00 am at Ritz Carlton Ballroom

Welcome and overview Jorge Fernandez (Managing Director, Infrastructure), Tom Parker (Executive Vice President and Publisher)

9:00 am - 9:45 am at Ritz Carlton Ballroom

A global perspective: The world as our readers see it Loretta Clodfelter (Editorial Director), Gianluca Minella (Head of Research), Shalini Ramanathan (Director)

A review of key themes and insights from our global editorial board meetings, which will set the stage for a panel discussion to examine global infrastructure trends and kick off our event.

9:45 am - 10:45 am at Ritz Carlton Ballroom

A global perspective: Roundtable discussions and roundtable reports Jorge Fernandez (Managing Director, Infrastructure), Loretta Clodfelter (Editorial Director)

Attendees will participate in roundtable discussions, and will have the option to select one of several topics with related questions to discuss and examine global infrastructure trends.

10:45 am - 11:15 am at Ritz Carlton Ballroom Foyer

Break

11:15 am - 12:00 pm at Ritz Carlton Ballroom

Capital discipline in maturing energy transition Mark Weisdorf (Managing Partner), David Altshuler (Partner, Head of Capital Formation), Shawn Cumberland (Managing Partner), Recep Kendircioglu (Global Head of Infrastructure Equity), Roshni Maili (Managing Partner)

- Given uncertainty, shifting policy and volatile markets, how do you create portfolio optimization with traditional and green energy strategies today?

- Within portfolio strategies, we will examine two major issues: Grid modernization as the defining infrastructure challenge, and technology maturity versus obsolescence risk.

8:00 am - 8:45 am at Ritz Carlton Ballroom & Foyer

Working breakfast: Global macro and sector trends for infrastructure Javier De Esteban (Principal), Taylor McManus (Principal), Michael Underhill (Chief Investment Officer), Aaron Vale, MFin, CFA, CAIA (Global Managing Director)

A review of key global macro and sectors trends for infrastructure with a panel of two infrastructure thought leaders who will share how they see these trends creating opportunities and risks in global infrastructure moving forward. We will follow this session with doing a deep dive on the few of these trends with roundtable discussions to tie these and themes and trends at our event all together into actionable insights before we adjourn.

8:45 am - 9:30 am at Ritz Carlton Ballroom

Tying it all together: Roundtable discussions and roundtable reports Jorge Fernandez (Managing Director, Infrastructure), Loretta Clodfelter (Editorial Director)

9:30 am - 9:45 am at Ritz Carlton Ballroom

Advisory board wrap-up Tom Parker (Executive Vice President and Publisher), Derek Chu (Head of American Real Assets, Investments), Jim Maloney (Director, Illinois Public Pension Fund Association)

9:45 am - 10:00 am at Ritz Carlton Ballroom

Closing remarks and thank you Jorge Fernandez (Managing Director, Infrastructure), Tom Parker (Executive Vice President and Publisher)

10:00 am - 10:00 am at Ritz Carlton Ballroom Foyer

Adjourn, with grab-and-go refreshments