Infrastructure
Investor
Network
Investor Forum September 2025
September 2025
London, United Kingdom
Building a decarbonised, digitalised, sustainable future
The Infrastructure Investor: Investor Forum took place at the Renaissance Hotel St. Pancras in London on 11-12 September and provided the industry with exclusive insights into where the best opportunities lie within the asset class.
Attendees connected with 300+ of infrastructure’s most influential leaders for two days of unmatched networking opportunities and knowledge sharing alongside 150+ institutional and private investors to diversify their portfolios.
150+
LPs
Pure play, infrastructure-focused LPs
.
1:1
GP:LP
Unmatched 1:1 ratio
.
.
80+ Speakers
Gain insights from industry leaders
.
.
350+ Industry Leaders
Expand your network. Deepen relationships.
Our keynote speakers:
Key themes
How have recent mergers and acquisitions changed the private infrastructure investment landscape?
Pushing the boundaries – where next for the ever-accelerating energy transition?
AI, connectivity and technological innovation in an increasingly digitalised world
The rise and rise of infrastructure secondaries
Investor appetite returns – bouncing back strongly from a tentative 2023
Investor perspectives on deglobalisation, geopolitics and macroeconomic events shaping the infrastructure universe
Secure your next commitment
With a 1:1 investor manager ratio, the Investor Forum saw 150+ of the world’s leading private and institutional investors for unparalleled networking opportunities.
Prepare for the unknown
In a year where more than half of the world’s population is voting in elections, attendees heard from industry leaders and policymakers on how private infrastructure investment will fare in Europe and beyond.
Shape the future of infrastructure
Attendees included 300+ global infrastructure leaders, including investors, allocators, fund managers, consultants, law firms and advisors to help shape the future of the asset class.
Pre-Event Resources
Enhance your brand at the Infrastructure Investor: Investor Forum 2024
Experience unparalleled opportunities at Infrastructure Investor: Investor Forum 2024. Connect with senior decision-makers and leading infrastructure professionals, engage in enriching discussions, and drive lead generation. Join us to expand your network, establish thought leadership, and foster strategic partnerships.
The 2-day event offers a comprehensive view of the infrastructure landscape and will tackle challenges such as value creation for infrastructure assets, achieving a just and effective energy transition, and AI adaptation and utilisation. Showcase your solutions to empower them in overcoming these hurdles.
300+
Infrastructure professionals
150+
LPs
80+
Speakers
2
Days
Why sponsor the event?
Connect with senior investment professionals
Our engaged attendees – senior decision-makers – come from a diverse range of institutions, such as public and private pension funds, insurers, family offices, fund managers, investment consultants, fund of funds, law firms, banks, placement agents and more.
Boost brand visibility
Engage in exceptional networking with potential clients. Enhance your brand’s digital visibility and during live sessions. Utilise the Infrastructure Investor event app to facilitate seamless networking and collaboration opportunities.
Engage in insightful discussions
Sponsors can demonstrate their expertise and thought leadership on critical industry topics through speaking engagements and targeted content.
Maximize your ROI
Our sponsorship packages deliver exceptional value for your investment, offering a variety of benefits tailored to meet your specific needs and objectives.
Confirmed investors include:
Better connections with the Infrastructure Investor Network
Accelerate your fundraising
Find investors who match your investment strategies and set up meetings ahead of the event on our membership platform.
Expand your investor network
Showcase your profile ahead of the event and use our membership team to connect with the right decision makers.
Better connections
Access unique, critical insight exclusive to members throughout the year and attend our Infrastructure Investor Network portfolio of events.
Discover global investors
2023 Advisory Board
2024 speakers included:
Lea Dubourg-Hrachovec
Managing Director and Head of Europe, BCI - Infrastructure & Renewable Resources
Sulaiman Ilyas-Jarrett
Head of Policy and Strategy, Renewable Delivery, Department for Energy Security and Net Zero
Agenda
Investor Forum 2024 - Wednesday 11th
Registration opens
Welcome from Infrastructure Investor
James Hatwell, Associate Director, PEI Group
Introduction from the chair
Opening keynote panel: How infrastructure can provide relative value amidst global uncertainty
- Where are investors finding value across the infrastructure spectrum against a backdrop of geopolitical and macroeconomic volatility?
- Deglobalisation (e.g. Europe’s green deal and pullback from China), digitalisation and decarbonisation – how are these key macro trends shaping investment decisions and allocations?
- Assessing infrastructure equity and debts’ respective roles in the current climate
- How are investors tackling portfolio diversification in the quest for relative value?
Moderator: Anish Butani, Managing Director, bfinance
Lea Dubourg-Hrachovec
Managing Director and Head of Europe, BCI - Infrastructure & Renewable Resources
Read bioPanel: Maintaining momentum in a sustainable and just transition
- Is the sector experiencing any fatigue or anti-sustanability sentiment in the face of a challenging macro environment? If so, how are investors overcoming this?
- Europe’s changing energy system – what role are investors, policymakers and others having in it’s next steps of development? How does this compare across the globe?
- Balancing portfolios – how investors can find the right balance of exposure across the energy spectrum whilst adhering to ESG goals
Moderator: Joss Blamire, Director, Infrastructure, GRESB
Fireside chat: In conversation with Julia Prescot CBE
In this wide-ranging fireside chat, Julia Prescot, Deputy Chair of the National Infrastructure Commission and Co-Founder of Meridiam, talks us through the latest developments across the private infrastructure market in the UK and beyond, including:
- How the new Labour government’s initiatives are shaping infrastructure investment decisions and opportunity in the UK
- How private and public entities are speeding up the delivery of major infrastructure projects in Europe
- What the future holds for this market – capital raising, performance, and the evolution of infrastructure
Moderator: Kate Campbell, Founding Partner, Astrid Advisors
Morning networking & coffee break
Panel: Anticipating a rise in transportation asset investment
- Why understanding key trends in population behaviour and mobility is vital to grasping investment opportunities in this sector
- How are investors servicing the need for transformation in transportation infrastructure across the globe?
- Electric vehicles, sustainable aviation fuel and more: financing the green transport revolution
Moderator: Nadya Nilina, Urban Planner, Strategy Director, ORG Permanent Modernity
Panel: How are infrastructure funds creating value at the asset level?
- Analysing the value creation methods and practices being carried out in the market across different assets
- Why proactive, effective asset management is even more vital amidst current market volatility
- In it for the long-term: downside protection and value creation across the asset lifecycle
- How are advances in technology being utilised at the asset level?
Moderator: Nathalie Tidman, Editor, Infrastructure Investor Deals
Fireside chat: AI, technological innovation and adaptation in the built environment
- How are infrastructure funds utilising technology at the asset level?
- Assessing the continuing impact of artificial intelligence on infrastructure
- Examples within energy transition, transportation, the circular economy and more
Moderator: Phoebe Smith, Managing Director, PATRIZIA UK
Lunch
Panel: Documenting the rise and rise of infrastructure secondaries
- Why are investors choosing infrastructure secondaries in response to challenging market dynamics?
- How can long-term strategizing help set managers apart and define the infrastructure secondaries landscape?
- What further development is needed for the secondaries market to mature and grow?
Moderator: Monika Bednarz, Managing Director, Lagrange Financial Advisory
Panel: Strategy & size considerations in an ever-changing private infrastructure market
- In a market headlined by mega-funds, where can investors find value at the other end?
- Considerations when it comes to asset specificity
- Assessing the performance of different fund strategies and sizes currently in market
Moderator: Eugene Zhuchenko, Director & Founder, ETORE Advisory
Panel: Digital infrastructure in the crosshairs
- Has digital infrastructure cemented itself as a core part of an investors’ private market portfolio?
- Amidst well-documented challenges in the fibre market, do data centres represent the best investment opportunity in digital infrastructure currently?
- Challenges in the sector: energy consumption and sustainability; AI demand; macroeconomic volatility & more – how are funds turning these into opportunities?
Moderator: Alessandro Ravagnolo, Partner, Analysys Mason
Afternoon networking & coffee break
Fireside chat: Developing financial products to solve problems
- A brief update on UKIB, Interaction with National wealth Fund and current mandate, sectors covered, products and deals to date.
- How have UKIB developed financial products, in particular their equity offering and the Pragmatic equity deal to solve a problem that can be replicated
Moderator: Charles Miller-Stirling, Private Capital Advisory, The New Amsterdam Group
Audience roundtables
Join your peers for the end-of-day interactive roundtables. In these informal, off-the-record discussions, you’ll have the opportunity to choose and discuss the topic most pertinent to you. All tables will be facilitated by an industry leader:
1) Natural capital and biodiversity – the next wave of sustainable infrastructure? Facilitated by Divya Seshamani, Managing Partner, Greensphere Capital LLP
2) Future UK water infrastructure opportunities facilitated by Kate Kendall, Interim Senior Director, Major Projects and Markets Directorate, Ofwat
3) Infrastructure secondaries facilitated by Adrián López de Armentia, Vice President, Secondaries Advisory, Ely Place Partners
4) The evolving democratisation of the private infrastructure market facilitated by Edward Talmor-Gera, Founding Managing Partner & CEO, NewVest
Chair’s closing remarks – day 1
End of day 1 and networking drinks reception
Join us for our end of day networking drinks reception with complimentary canapes and beverages
Agenda
Investor Forum 2024 - Thursday 12th
Registration opens & invite-only LP breakfast
Chair’s welcome back
Fireside chat: An overview of the renewable energy landscape in the UK
• The role of government in the renewable energy investment landscape
• How are investment patterns changing? Can investors get comfortable with new kinds of
risks, and what benefits can this bring?
• Embracing emerging technologies and solutions – how does the Department see the
renewable and energy transition market evolving over the coming years?
Moderator: Anne-Louise Stranne Petersen, Senior Reporter, Infrastructure Investor
Panel: Climate strategy evolution for infrastructure investors
- How are climate investment/fund strategies developing for infrastructure fund managers?
- Adaptation and resilience – building vital infrastructure to move with a changing climate
- What climate action & incentives can be expected policy-wise with upcoming vital elections?
- The circular economy’s evolving role in infrastructure investors’ decarbonisation and climate strategies
Moderator: Rhys Davies, Partner, ESG & Impact, Kirkland & Ellis
Mahesh Roy
Investor Strategies Programme Director, Institutional Investors Group on Climate Change
Read bioPanel: Asset performance – a return to the norm for infrastructure investors?
- Returning to core characteristics or a cause for concern? How performance is having an impact on valuations of infrastructure assets
- How are managers alleviating concerns around performance?
- Which assets are continuing to perform well, and why?
Moderator: Karishma Merchant, Director – Energy, Infrastructure & Environment, Forvis Mazars
Morning networking & coffee break
Presentation: Beyond the spreadsheet – putting the aesthetics back into infrastructure
Polling debate: Breaking down the boundaries of the energy transition
In a rapidly evolving sector, what developments and innovations are breaking the mould? In this interactive debate, you’ll get a chance to vote for your winner once you’ve heard from four expert speakers on assets that are driving the next stage of the energy transition, including:
- Offshore/floating wind
- Energy islands
- Agrivoltaics
Discussion: The rise of impact strategies across global private infrastructure
- Analysing the rise of impact funds across private markets and how they manifest themselves in infrastructure
- How are these funds playing their part in investor portfolios alongside existing sustainably-minded investments?
- Ensuring these investments are economically sustainable and inflation-linked as well as delivering true environmental impact
Lunch & Women’s Circle Networking lunch
Panel: Infrastructure debt and project financing – a growing role in investor portfolios?
- Have favourable lending conditions been reflected in investor appetite for infrastructure debt?
- How can investors find relative value through financing in a dislocated global market?
- What strategies are proving most appealing across the debt spectrum?
Moderator: Louisa Yeoman, Founding Partner, Astrid Advisors
Panel: Keeping the lights on – are we doing enough when it comes to power generation and transmission?
- How has deglobalisation and geopolitics destabilised the course of global power supply? How have private infrastructure investors responded to this?
- Are deployment rates doing enough to keep up with the ever-growing demand for electricity and power?
- Can renewables satisfy the demand for generation? If not, how can infrastructure investors responsibly invest in alternatives?
Moderator: Nathalie Tidman, Editor, Infrastructure Investor Deals
Debate: Regulated assets and the role of public-private partnerships – addressing an under-pressure model with practical solutions?
Given the instability across essential utility companies, this session provides a health-check on the state of public-private partnerships in this sector in the UK & beyond:
- What has caused the friction and perceived failures in water and wider utilities infrastructure?
- Looking forwards constructively – what needs to be true to attract the level of investment needed to create long term resilience of our key assets.
- How can the private sector really make positive changes that will improve the quality and longevity of these vital assets?
- Impact of a new UK government – what is the new outlook for these industries?
Moderator: Jon Phillips, Chief Executive Officer, Global Infrastructure Investor Association
End of conference
The Investor Forum was held at the The Carlton Tower Jumeirah, a luxury hotel in the heart of Knightsbridge, London.
Agenda
Investor Forum 2022 - Tuesday 13th
Registration
Introduction from Infrastructure Investor
Welcome from the chair
Assessing options for policymakers amid ongoing volatility
· What do events like Ukraine, covid and interest rate rises mean for the market now?
· Making sense of over two years of restrictions, risk and opportunity
· What would it take for people to stop investing in infrastructure?
Moderator: Minesh Mashru, Global Head of Infrastructure, Cambridge Associates
Danae Kyriakopoulou
Senior Policy Fellow, Grantham Research Institute on Climate Change and the Environment, London School of Economics
Read bioThe infrastructure landscape today
- Assessing the biggest infrastructure needs in 2022
- Anticipating the future investment impact of a cost-of-living and energy price crisis
- Does infrastructure still protect investors against inflation?
Moderator: Kalliope Gourntis, Deputy Editor, Infrastructure Investor
Yuriko Watanabe
Director, Infrastructure Investment/Private Equity Investment Department, Japan Post Bank
Read bioCoffee & networking
The growing importance of energy security
- Dissecting the energy trilemma – energy efficiency, environmental impact, and affordability
- The role of hydrogen to empower the energy transition
- How the global energy mix needs to change to meet growing demand, and how this can be done sustainably
Moderator: Irina Frolova, Independent non-executive director & former Head of Infrastructure, PGGM
Gabriel de Lastours
Regional Head, Energy MENA - European Bank for Reconstruction & Development (EBRD)
Read bioThe geopolitical implications of the energy transition
- How global independence from its largest energy source will spur a shift to renewables
- How will an energy transition to ‘rewire Europe’ look?
- Finding a role for transition technologies and traditional sources of energy
Moderator: Lawrence Slade, Chief Executive Officer, Global Infrastructure Investor Association (GIIA)
Networking lunch
The growth of sustainable investment
- Comparing best practice of impact investment in the UK vs the rest of the world
- The implications of COP26 on pension pools and other investor types
- ESG data and reporting – how it differs region to region
Moderator: Joss Blamire, Director, Infrastructure, GRESB
Defining infrastructure investment in 2022
- Definition creep- drawing the line on what’s infrastructure and what’s leisure, healthcare and real estate
- Blurring the boundaries: Where does the market go next?
- Global investor and manager perspectives on where to seek returns
Moderator: Anish Butani, Senior Director, bfinance
Coffee & networking
Investor views on the evolving global infrastructure market
- Big funds, big fees and declining investor influence? How to readdress the balance of power
- What will the manager relationships of the future look like?
- Decarbonisation- measuring carbon intensity within infrastructure and across the broader portfolio
Moderator: Eugene Zhuchenko, Director & Founder, ETORE Advisory
Digital and smart infrastructure- the new core or just overhyped?
- Getting frothy: Is there still value to be found in digital assets?
- Smart meters, street lighting and connectivity: New areas of digital examined
- Meeting the sustainability challenge: Addressing power consumption, energy efficiency & more
Moderator: Oliver Bradley, Managing Director, Macquarie Capital
Laurens-Jan Sipma
Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management
Read bioPresentation: Picking the right yield in Infrastructure
Abhishek Gupta
Associate Director at the EDHEC Infrastructure Institute and the Head of infraMetrics® Product Development, EDHECinfra
Read bioClosing comments from the chair
Networking drinks reception; Realport’s private dinner (invite only)
Agenda
Investor Forum 2022 - Wednesday 14th
Registration
Invitation-only institutional investor breakfast session
Welcome from the chair
Keynote: Outlining a global investor’s approach to infrastructure today
- Creating and developing the infrastructure programme
- Lessons learned from the pandemic- diversification, key sector performance & new opportunities
- Looking forward- portfolio management, investment strategy & sustainable growth
Identifying investment opportunities in real asset debt
- Why investors should investigate infrastructure debt or other real asset financing to protect their portfolios
- Will debt overtake equity as the core infrastructure class of the future?
- How investors are navigating the increase in risk in infrastructure debt investment
Moderator: Alexander Bebov, Founder, BAC
Coffee & networking
Infrastructure debt fundraising – under the magnifying glass
- How infrastructure debt has fared compared to other asset classes through the pandemic
- The types of vehicles proving most appealing and crisis-resilient
- Growth of UK infrastructure debt investment in comparison to other regions
Moderator: Matias Sottile, Infrastructure Debt – RiverRock Asset Management, RiverRock European Capital
Assessing the opportunity set in emerging & frontier infrastructure
- How are emerging market faring in the current macro environment?
- Mitigating the perception of risk in emerging markets
- Inflation, commodity prices and the impact on the growth market landscape
Moderator:
Gergely Horvath, Investment Officer / Infrastructure & Climate Action Funds, European Investment Bank
Gergely Horvath
Investment Officer / Infrastructure and Climate Action Funds, European Investment Bank
Read bioNetworking lunch
Themed roundtables: Attendees choose their preferred topic
Infrastructure Finance
- Is infrastructure debt the best route to get exposure in infrastructure as an asset class?
- How infrastructure debt is performing compared to other real asset finance strategies
Moderator: Michela Bariletti, Chief Credit Officer, Phoenix Group
Infrastructure Equity
- Improving the supply of social & economic infrastructure
- How inflation has affected sub-sector such as energy, food supply, etc
Moderator: Richard Knight, Managing Director, Asset Management, Equitix
ESG/Sustainability
- A geopolitical focus on impact investment
- The rise of the ‘S’ in ESG
Moderator: Robert-Jan Bakker, Member of Management, Private Infrastructure Partners Group
Energy Transition
- Hybrid batteries and charging stations – infrastructure investment or just PE?
- What can be done to help existing companies enter into the zero-carbon world
Moderator: James Hewitt, Vice President, Investor Relations, NextEnergy Capital
Chair's summary
Close of conference
Year-round infrastructure networking
The Investor Forum took place in-person and virtually on our industry-leading platform.
Attendees easily sought out relevant investors, got maximum visibility, and will now maintain relationships across the global industry.
Attendance at the event is was exclusive to Global Passport holders – our new investor/manager network. Book a demo to see how, in addition to attendance to the the Investor Forum, membership can help grow your business.
Investor Forum attendees shaped the industry
Your access to the Investor Forum provided more value than ever before, with year-round access to a directory of global infrastructure’s most influential network.
Advance your fundraising
Attendees expanded their fundraising horizons by meeting the the world’s most active institutional investors.
Uncover high-yield opportunities
Attendees shared perspectives on investment strategies and identified high-yield assets across the region with leading investment practitioners.
Save time building your network
Attendees will continue nurture sustainable relationships with infrastructure’s elite by using our sophisticated networking platform.
Investor Forum attendees get more
Attendees of the Investor Forum have joined infrastructure’s most influential global network. Membership will give you:
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- In-person and virtual access to all of Infrastructure Investor’s global events
- Access to the investor directory
- Frequent virtual and in-person networking opportunities
- And much more…
Please note annual agenda is subject to change
Pre-Event Resources
Gabriel de Lastours
Regional Head, Energy MENA - European Bank for Reconstruction & Development (EBRD)
Abhishek Gupta
Associate Director at the EDHEC Infrastructure Institute and the Head of infraMetrics® Product Development, EDHECinfra
Gergely Horvath
Investment Officer / Infrastructure and Climate Action Funds, European Investment Bank
Danae Kyriakopoulou
Senior Policy Fellow, Grantham Research Institute on Climate Change and the Environment, London School of Economics
Yuriko Watanabe
Director, Infrastructure Investment/Private Equity Investment Department, Japan Post Bank
Position your brand at the centre of the infrastructure community
Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on the available sponsorship opportunities, please contact Alexander Jakes at alexander.j@pei.group or call +44 (0) 203 862 7498.
The Investor Forum was held at the The Carlton Tower Jumeirah, a luxury hotel in the heart of Knightsbridge, London.
Institutional and private investors at the Investor Forum
The Infrastructure Investor: Investor Forum 2025 provides an unrivalled platform for institutional and private investors and allocators investing in infrastructure to gather.
Key themes
- How have recent mergers and acquisitions changed the private infrastructure investment landscape?
- Pushing the boundaries – where next for the ever-accelerating energy transition?
- The rise and rise of infrastructure secondaries
- Investor appetite returns – bouncing back strongly from a tentative 2023
- AI, connectivity and technological innovation in an increasingly digitalised world
- Investor perspectives on deglobalisation, geopolitics and macroeconomic events shaping the infrastructure universe
What to expect at the Forum
Network with your peers
Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers through investor-only breakfasts, networking breaks, lunches and much more.
Gain expert insights
Hear from our industry-leading speaker line-up, discover the latest trends and stay aligned with future innovations in the market.
Explore opportunities
Discover remarkable investment opportunities in sectors including emerging markets, the energy transition, infrastructure debt and more.
Meet with the best and brightest funds
Connect and arrange one-to-one meetings with infrastructure’s biggest fund and asset managers in the market.
Gallery
Connect with and benchmark against your investor peers. Take part in roundtable discussions, think-tanks and investor-focussed sessions to explore opportunities within the asset class so you can leave with strategies to generate the highest returns.
Unrivalled networking experience
The Forum offers unparalleled opportunities to network with infrastructure’s most influential leaders in London. Our networking offering is the ideal setting to build strong relationships with investors and secure commitments.
VIP Welcome Drinks Reception
10 September | 18:00 – 21:00
- Cocktail reception networking function at exclusive Lancaster House
- Reception arranged in collaboration with UK Government
- Onsite branding at the function
- Opening welcome speaking role
Official Drinks Reception
11 September | 18:00 – 20:00
- Exclusive sponsorship of our Private Drinks Reception
- Including canapes, sparkling wine, beer and soft drinks after conference close on day one
- Branded at Official Drinks Reception Sponsor Level across brochure, signage, marketing collateral
Women’s Lunch
12 September | 13:20 – 14:20
- Opportunity to host a panel of senior women from within the industry for an interactive discussion around DE&I, recruitment, inclusion within businesses
- This session will be off the record and allow for a private lunch space to cultivate and grow your current network
- Branding as our Women’s Circle sponsor across brochure, signage, marketing collateral
Private Meeting Room
Private meeting room, set up in aboard room style for 6-8 people for the duration of the conference.
Barista Sponsorship
- Exclusive sponsorship of our branded Barista Station providing coffee in branded sustainable cups
- Branded as “Barista Sponsor” across brochure, signage, marketing collateral
Networking Lounge
Branded lounge seating area for 4 people.
Lanyard Sponsorship
Exclusive sponsorship of our lanyards for all conference attendees.
Join us at the Renaissance St. Pancras Hotel
Join us at our brand new venue for 2024, the Renaissance St. Pancras Hotel, located above St. Pancras station.
This iconic hotel is known for its unique and grand design, including the famous staircase seen on screen in various films, a cocktail bar located in the old station booking office, and of course a five star event space perfectly suited to optimise your experience at the Investor Forum.
Travelling by Eurostar? Benefit from the seat-to-suite service, a complimentary transfer to and from London St Pancras International station to your hotel room.
All attendees of the Investor Forum receive reduced rates to stay at the hotel, for more information, click here.
Expand your network. Deepen relationships. Secure capital.
Building a decarbonised, digitalised, sustainable future
Access to the Investor Forum
Purchase your Infrastructure Investor Network membership today to attend the forum.
If you are purchasing more than 3 tickets, please contact Luca Greene
.
Investor pass
A limited number of complimentary passes are available for eligible allocators and institutional and private investors.
Limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds.
A glimpse into the Infrastructure Investor Network
Interview with Eugene Zhuchenko, Director and Founder, ETORE Advisory
Eugene Zhuchenko, Director, and Founder of ETORE Advisory, joins PEI Group’s Adam Smallman at the Infrastructure Investor Global Summit.
They discuss the pursuit of alpha and the reasons behind the increased focus on smaller cap investments compared to larger cap. They also explore strategies for navigating the complexities of the infrastructure investment landscape.