11-11-2025
14:30 - 17:00
25 Southampton Buildings, Central Court, Chancery Lane
London
WC2A 1AL

Private Markets Profile’s Core Infrastructure Summit 2025

Core and core-plus infrastructure remain vital for delivering long-term, stable returns — but rising interest rates, regulatory shifts, and competitive deal environments are reshaping the investment landscape.

Join leading asset owners, managers, and investment consultants to examine the key challenges and emerging opportunities in sourcing, structuring, and scaling infrastructure investments.

Explore how investors are approaching sectors like transport, energy, digital, and social infrastructure, and learn how to navigate changing macro conditions, geopolitical pressures, and competitive capital flows.

For sponsorship contact Peter.Braham@room151.co.uk

2:30

Arrivals & refreshments

3:00

At the core of the investments

Core infrastructure has long promised predictable income and inflation protection—but in today’s high-rate, policy-shifting environment, those assumptions are under pressure.

Are core infrastructure returns holding up in an uncertain inflation environment? How are macro shifts—government policy, fiscal constraints, geopolitical volatility—reshaping investment priorities? Is core still a hedge, or is the risk-return balance fundamentally changing?

3:30

Case study: waste to energy

Fiera Capital explores how energy-from-waste and other essential UK infrastructure projects can deliver both financial and community value. While drawing on a globally diversified portfolio, the session will focus on UK case studies that demonstrate how investments support government priorities and address the infrastructure funding gap.

How can UK infrastructure provide secure income, inflation protection and long-term growth?
What lessons do UK case studies offer on balancing yield and community impact?
How does investing in mission-critical infrastructure reduce reliance on legacy assets and support broader policy objectives?

3:50

Digital infrastructure: connecting the economy

With growing demand for fibre, 5G, and data capacity, digital infrastructure is moving into the core asset category. But regulated revenues, long-term contracts, and political risk vary widely, making investments selectivity is essential.

What’s the current regulatory roadmap for UK digital infrastructure, and what should investors anticipate? How do spectrum auctions and licensing affect long-term returns and asset risk? Can digital infrastructure truly match the stability and profile of traditional core assets?

4:10

Case study: finding the sweet spots in digital infrastructure

Not all digital infrastructure assets have ‘real infrastructure’ characteristics such as long-term predictable cash-flows and high barriers to entry. With a focus on data centres and fibre networks, Arjun Infrastructure delves into how they identify the attractive areas that suit target risk/return profiles.

4:30

Structured deals: risk-adjusted returns

From open vs closed-ended funds to equity, credit, direct deals, and PPPs—investors today have more ways than ever to access core infrastructure.

But with greater choice comes greater complexity.

Hear from different investors on how they account for and consider different vehicle types and how they suit various insurance companies, pension schemes, family offices and endowments.

Where is capital flowing: toward open-ended stability or closed-ended upside? Can infrastructure credit now rival equity for returns with lower volatility? Are co-investments and PPPs giving investors the edge on fees, control, and long-term value? And how should LPs debate the ongoing attractiveness of core infrastructure amid a growing liquidity crunch, as GP expectations stay high and distributions remain slow?

5:00