Angus Gibbs
Angus Gibbs
Speaker
Senior Vice President

QIC

United States

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Plenary

Paying Dividends: Investing Through Uncertainty

Neha Jatar
Managing Director,
EQT Partners
David Gluck
Managing Director,
Carlyle Group
Angus Gibbs
Senior Vice President,
QIC
Liz Spruill
Director, Critical Infrastructure,
Pennybacker Capital

Equity investors are on the frontlines as US political and regulatory waves reshape the risk landscape. This panel explores innovative deal structures such as adaptive equity waterfalls and bespoke change-in-law clauses that empower investors to weather volatility without sacrificing upside. Join leading market voices for a deep-dive on how equity can thrive even when certainty is in short supply.

  • How can equity investors structure deals to balance protection and potential in an era of heightened policy and regulatory risk?

  • What lessons have emerged from recent US market disruptions, and how have equity investors adapted their risk allocation strategies?

  • Which deal terms and negotiation tactics are proving most effective for equity holders in responding to unforeseen legal or political changes?