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?

US Infrastructure is in dire need of a helping hand - the public works happening are great, but the current system doesn’t seem to be able to keep pace with the country’s needs. How do we create a viable pipeline for private infrastructure? What groundwork needs to be laid to solve America’s infrastructure problems? 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?

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?

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?

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?

AI is accelerating demand for data center capacity, but can US market valuations keep pace with reality? As the volume grows and investment ramps up, the value proposition of data center campuses is shifting—especially for facilities tailored to AI workloads. Join this candid discussion on whether soaring prices are sustainable, or if the sector is flirting with a valuation bubble as AI reshapes what “returns” mean.

• How does the rise of AI-specific demand influence the valuation models for data center assets in the US?

• Are current price levels justified by long-term fundamentals—or are AI-fueled projections masking unsustainable growth?

• What are the key risks and opportunities for investors looking at data centers supporting cloud versus AI use cases?

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?

Expanding Transit Oriented Developments (TODs) and bringing the P3 (public-private partnership) model to sectors like social infrastructure, broadband, and water projects requires fresh thinking on financing and deal structures. This panel will examine how innovative delivery models and new financing mechanisms can accelerate project execution and attract private capital for essential US infrastructure. Speakers will discuss proven approaches and emerging trends that unlock investment and improve long-term outcomes for communities.

• Which financing structures and risk-sharing approaches have proven most successful in bringing private capital to social infrastructure and broadband projects?

• How are delivery models like availability payments or concession agreements evolving to meet the needs of non-traditional sectors such as schools and water systems?

• What role can new federal and state incentives play in de-risking projects and enabling scalable, bankable pipelines for US infrastructure delivery?

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

A focused look at overcoming the significant permitting and interconnection bottlenecks for large-scale transmission projects.

• Which aspects of the U.S. permitting and interconnection process create the most significant delays for large-scale transmission projects, and are there proven ways to streamline these hurdles?

• How are transmission queue backlogs and cost allocation disputes impacting the ability to connect new clean energy projects, and what policy changes could make the greatest difference?

• What role should federal versus state and local authority play in accelerating transmission buildout, and how can stakeholder opposition be addressed more constructively?

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?

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?

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?

Demystify the obscurity in the market - our expert will walk you through potential pitfalls in transferability, and the path to additionality as the market faces the new reality of the renewables landscape – potentially one without tax credits.

The resurgence of interest in nuclear supported by data center power needs has sparked across the country, further bolstered by the new tax credits created in the OBBB. While these tax credits do limit risk for potential investors in nuclear, potential compliance complications and regulations continue to present barriers to entry.  This panel will examine whether soaring demand and policy support are truly enough to put new nuclear projects back on the table.

• To what extent are data center growth and decarbonization targets translating into real demand for new nuclear projects, and how much does this demand move the needle for investors?

• How significant are the new BBB tax credits in altering the risk profile for nuclear development, and what remaining financial or regulatory barriers might still deter developers?

• What reforms or innovations—whether in permitting, regulation, or technology—are most critical for accelerating the next wave of nuclear in the U.S. energy mix?

Hear from local and international pension funds and institutional investors as they work through market volatility and focus on returns from long term investments.  What factors go into the decision making, and how are they applying macro trends to their portfolio management?