AI is rapidly transforming digital infrastructure, driving unparalleled demand for data center capacity and spurring new waves of investment. Yet this gold rush is challenging conventional valuation models as capital floods into both established and speculative projects. This panel digs into whether alternative financing structures can sustain current pricing trends, gauges how risk and return profiles are evolving for next-generation assets, and asks if market enthusiasm is outpacing reality, particularly for facilities designed specifically for AI workloads.

• How does the rise of AI-specific demand influence the valuation models for data center assets in the US?
• What unique risks and rewards do alternative lenders face when backing AI-ready data centers, particularly around tenant concentration, technology obsolescence, and long-term contract stability?
• What are the key risks and opportunities for investors looking at data centers supporting cloud versus AI use cases?

With the the Surface Transportation Reauthorization Bill on the table, developers and investors are seeking insights on how the next bill will affect their project pipeline. As IIJA funds continue to roll out, the market is laser-focused on how evolving federal policies will shape project pipelines, risk allocation, and delivery timelines. This panel brings together policy experts and market leaders to decode what’s ahead; turning regulatory complexity into opportunity for the next wave of core infrastructure, transportation, and logistics projects.

• What are the key provisions of the new surface transportation legislation that will have the greatest impact on project development and financing?
• How can developers and investors adapt their project strategies in response to shifting regulatory priorities, funding mechanisms, and oversight requirements?
• What role is the private sector expected to play in expanding and modernizing America’s transportation and logistics assets under the new bill?

This session explores innovative financing solutions for terminals, fueling stations, and CONRAC projects across U.S. aviation. Attendees will examine deal structures, funding sources, and market trends that define successful project finance in this sector. Key insights will help participants navigate risk and capitalize on new investment opportunities.

• What are the most effective financing models for terminals, fueling stations, and CONRAC projects in the current U.S. market—including public-private partnerships, municipal bonds, and federal support?
• How can sponsors and lenders best assess, mitigate, and allocate risks unique to aviation infrastructure—such as regulatory changes, volatile demand, and construction cost inflation?
• How do recent landmark aviation deals inform investor and lender strategies concerning revenue structures, lease terms, and long-term project sustainability?

A deep dive into structuring and financing integrated power and digital infrastructure campuses to solve what could quickly become the data center energy crisis. Discover how investors, developers, and utilities are collaborating to tackle the looming data center energy crunch.

• What structuring models are emerging to finance power and digital infrastructure together and how do they mitigate long-term energy risks for data centers?

• How are developers, utilities, and investors navigating site selection, permitting, and interconnection hurdles in the push for campus-scale solutions?

• What creative deal terms or partnerships are proving successful in securing power supply for new US data centers?

As the opportunities for Safe Harboring projects winds to an end, developers face something even more daunting - delivering before 2030 to secure the credits. Our headliner panel will discuss strategies for financing solar and wind projects in a post-subsidy environment, focusing on rising PPA prices and new contract structures.

- What types of M&A opportunities are likely to emerge as developers face challenges meeting Safe Harbor and IRA incentive deadlines?

-What financing models are emerging to support renewables development in the US as the industry moves beyond Safe Harbor and legacy subsidies?

-How are rising PPA prices and evolving contract structures shifting the risk profile for developers and investors?

-What financing and deal structures best position companies to act quickly and strategically on emerging M&A opportunities in the post-subsidy environment?

As 5G, AI, and the Internet of Things accelerate America’s digital future, tower infrastructure has become the backbone of connected life—powering everything from smart cities to remote working. But with urban densification, rural coverage gaps, and evolving land use challenges, operators and investors face a new era of complexity in network expansion. This panel unpacks how public and private actors are rethinking site selection, permitting, and partnerships to deliver the next wave of reliable, resilient, and future-ready tower infrastructure across the country.

• How are permitting, zoning, and community engagement evolving as wireless infrastructure densifies in urban and suburban markets?

• How are investors 

• With rural and underserved areas still lagging in coverage, what business and policy models are proving effective to incentivize new tower development beyond the major metro corridors?

• What are the emerging trends in deal structuring, financing, and risk-sharing between carriers, towercos, and municipalities as 5G and next-gen technologies drive greater capacity needs?

The explosive growth of US data centers is driving demand for reliable, scalable energy solutions—making behind-the-meter (BTM) power projects a critical strategy. Financing these hybrid and innovative deals poses unique challenges, with stakeholders navigating everything from regulatory hurdles to new revenue models and advanced energy technologies. This workshop explores current trends, best practices, and opportunities for financiers, project developers, and data center operators.

• What are the leading financial models for BTM power projects at data centers, and how do they differ from traditional grid-tied financing?

• How are developers and investors managing risks, such as regulatory uncertainty and long-term energy price volatility, in BTM deals?

• Which structures (e.g., PPAs, leases, joint ventures) are attracting capital, and what do lenders and equity sponsors expect in this market?

• How can BTM projects best monetize grid services and ancillary revenues, like demand response or renewable energy credits?

America’s aging infrastructure struggles to keep up with economic growth and public demand, despite ambitious federal funding and public projects. To bridge the gap, fresh strategies and robust private sector engagement are crucial for revitalizing roads, bridges, energy, and essential utilities. This panel will explore what it takes to create a sustainable pipeline of private infrastructure investment and identify the foundational steps needed to solve the nation’s most pressing infrastructure challenges.

• What policy or regulatory changes are most needed to unlock large-scale private investment in US infrastructure?

• Where do you see the greatest opportunities for private capital in foundational sectors like transportation, water, and utilities?

• How can the public and private sectors better collaborate to streamline project delivery and maximize impact across American communities?

Battery storage has set itself up as a linchpin for grid reliability, but volatile merchant markets make it tough to secure stable revenue streams. This panel will explore how US storage developers and investors are transitioning from pure merchant models to bankable. Speakers will discuss innovative financing structures and the evolving role of utilities, offtakers, and regulatory frameworks in making storage projects truly investable.

• What types of long-term contracts like tolling agreements, resource adequacy, or capacity payments, are proving most effective in de-risking battery storage revenues?

• How are developers structuring deals to attract financing despite ongoing volatility in energy and ancillary service markets?

• What role do utilities, load-serving entities, and policy shifts play in supporting bankable storage revenue models in the US?

This workshop dives into the rapidly evolving intersection of digital infrastructure and the US asset-backed securities (ABS) market. Participants will explore how essential assets like fiber networks, data centers, and cell towers are being financed through innovative securitization structures. We’ll discuss current market trends, investor sentiment, and the opportunities and challenges unique to this asset class. Whether you’re a market newcomer or a seasoned investor, join for a practical discussion on what’s driving growth and where the risks and rewards truly lie.

• What recent trends have shaped the development of ABS backed by digital infrastructure assets in the US?

• How are these deals typically structured, and what sets them apart from traditional ABS asset classes?

• What drives investor appetite and what are the main risks in digital infrastructure ABS transactions?

• Is the securitization of digital infrastructure assets likely to become a mainstream financing method, and what does this mean for future market participants?

The SR400 Express Lanes project in Georgia represents a high-profile P3 initiative aimed at addressing severe congestion in one of Atlanta’s key transportation corridors. Leveraging private sector expertise and financing, the project was seen as a benchmark for P3 delivery in the Southeastern US. Its progress and challenges highlight critical lessons in risk sharing, stakeholder engagement, and innovative procurement methods.

• How did Georgia’s approach to structuring and procuring the SR400 Express Lanes P3 balance public and private risks, and what lessons emerged for future projects?
• What were the major stakeholder engagement challenges, and how did the project team manage public concerns regarding tolling, equity, and disruption?
• In what ways did the SR400 experience influence the evolving landscape of P3 highway and managed lanes projects in the US, particularly outside traditionally active P3 markets?

Natural gas is a critical bridge fuel for reliability, but is it  paving the way for a nuclear or long-duration storage future.?This panel will examine financing strategies and deal models around conventional and gas assets and the potential future integration long-duration storage. We’ll discuss how market dynamics, policy, and investor appetite are shaping the “bridge” phase and what it means for future energy transitions.

• How are developers and investors structuring gas asset deals to balance current market demand with long-term decarbonization goals?

• What financing models and risk mitigants are most effective for natural gas projects given policy uncertainty and the evolving US energy mix?

• What contract terms or regulatory frameworks support flexibility for potential future pivots, or is gas here to stay?

A market fairly protected from federal and policy uncertainty, fiber to the home projects have benefitted from favorable market structures. Navigating the massive consolidation wave in the fiber-to-the-home market and exploring the future of Open Access versus integrated retail models is now the name of the game. This discussion explores: 

• Markets most primed for new investment

• M&A tactics and considerations; what factors signal buying potential for savvy investors? 

• Opportunities for innovation and partnership for new projects

As America looks to modernize its transportation corridors, integrating smart road technology, EV charging infrastructure, and digital fiber is becoming essential for mobility, safety, and economic growth. This panel will explore the financing and delivery models driving the next wave of innovation in US transportation projects. Join us as we discuss how to create investable, future-ready corridors through effective partnerships, funding strategies, and scalable project delivery.

• How are public-private partnerships and new financing mechanisms accelerating the deployment of smart road and EV charging infrastructure across the US?

• What commercial structures are emerging for embedding digital fiber and autonomous vehicle technologies into transportation projects?

• What strategies can project sponsors use to bundle technology, sustainability, and connectivity upgrades for more attractive, bankable transportation corridors?

This session will explore the evolving landscape of US onshore and offshore wind financing, examining how shifting regulatory and policy frameworks are impacting both opportunities and risks for investors, lenders, and developers. Expert speakers will consider:

• How can developers, investors, and lenders collaborate to overcome some of the challenges that the US wind market faces today? 
• Which US transactions in onshore or offshore wind should the market seek to emulate? 
• How can lessons from European wind projects be applied in the US? 

Data centers are fast becoming the digital engine rooms of modern American cities, offering jobs and economic momentum—but not without challenge. As data campuses collide with housing shortages, water constraints, and overburdened grids, cities and operators alike are re-evaluating what sustainable growth looks like. Hear how municipalities, state leaders, and private players are forging new partnerships and policies—to balance innovation, infrastructure, and community needs for the next generation of urban America.

• How are cities and states updating zoning, permitting, and incentive policies to attract digital infrastructure while addressing community sustainability concerns?

• What best practices are emerging in private sector engagement to support local infrastructure—particularly in water and power—for both new and expanding data centers?

• In what ways can data center projects be aligned with broader urban re-development, housing, and workforce initiatives to maximize positive impact?