2026 - ERCOT - Sponsors

Luminary Strategies is a boutique advisory firm that sits where AI, energy markets, and large-scale capital meet. We counsel hedge funds, private equity sponsors, and portfolio-company CEOs on how and where to deploy billions into power infrastructure and AI-era digital assets—turning regulatory friction and grid constraints into investable advantage. Founded by Arushi Sharma Frank, Luminary is not a neutral observer of the transitional dynamics of power production and consumption; it is a force within it. The firm is embedded in a live network that runs from governors’ offices and grid operators to hyperscale investors, merchant generators, utilities, and community organizations on the front lines of reliability and affordability. Luminary brings an unusually deep command of ISO/RTO rules, a network of deep experts with twenty-plus years in the field, powerful and unique expertise on interconnection and “speed-to-power” policy in a dozen unique regulatory structure types inside the US and abroad, and credentials in real-world project development, backed by an academic and think-tank footprint that spans leading U.S. universities and think tanks. The result is advice that is technically grounded, politically durable, and built to move markets.