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The 2027 Program
Projects & Money examines the project-finance and capital markets shaping energy investment today. NextGen Energy Investment explores the technologies and infrastructure platforms competing for tomorrow’s capital.
2027 Full Program
Use the day links to move through the full program, including session descriptions, discussion points and listed speakers.
9:30 AM–6:00 PM Shared market-wide programming, capital connections and the Projects & Money Welcome Reception.
Before the conference kicks off, join fellow investors, developers, lenders and advisors for an informal networking reception designed to connect attendees at the very start of the year's biggest project-finance conversation. Grab coffee, make new introductions, reconnect with industry colleagues and begin identifying the partnerships and opportunities that will shape the days ahead.
Back by popular demand, Projects & Money Live Market Snapshot Polls return to provide a real-time view of the project community's expectations. Throughout the summit, participants will use Slido to share their views and predictions on the project market's future, producing instantaneous insight into the mindset of the decision-makers in the room.
Conference Chair
One of the conference's signature sessions, the Projects & Money Roundtable convenes senior executives and leading dealmakers from across the energy-finance community for a fast-paced discussion of the market developments shaping investment and project finance in the year ahead. In a candid, unscripted format, panelists will share their perspectives on capital markets, policy, tax incentives, project economics, investor sentiment and the emerging opportunities and risks influencing energy dealmaking.
Moderator
Panelists
The forces shaping U.S. energy investment have become increasingly global. As the industry enters 2027, project-finance decisions are being influenced as much by international conflict, trade policy and geopolitical competition as by domestic regulation and market fundamentals. Following the 2026 U.S. midterm elections, market participants will be reevaluating what the changed political landscape means for energy policy, tax incentives, permitting, trade and long-term investment priorities. At the same time, geopolitical instability, disruptions to global energy and shipping markets, trade tensions, tariffs and competition for critical minerals continue to reshape project costs and capital-allocation decisions. Against this backdrop, electricity demand is accelerating, driven by AI, data-center expansion, electrification and industrial growth. Senior industry leaders will examine how these forces are expected to affect U.S. power markets, capital availability, financing strategies and investment priorities in 2027.
Panelists
The energy-investment landscape continues to evolve as investors navigate shifting federal policy, changing tax incentives, macroeconomic uncertainty and unprecedented growth in electricity demand. At the same time, AI, data centers, advanced manufacturing, electrification and grid modernization are creating new opportunities across energy and infrastructure. Senior infrastructure investors, private-equity firms, institutional capital providers, strategic investors and developers will discuss how they are allocating capital, how underwriting assumptions are changing and what differentiates projects that secure capital from those that struggle to reach financial close.
Moderator
Panelists
Explosive electricity demand from AI, hyperscale data centers, advanced manufacturing and electrification is placing renewed emphasis on reliability, resource adequacy and dispatchable generation. Capital is beginning to flow across a broader mix of energy infrastructure, including natural gas, nuclear, energy storage, transmission and other firm-power solutions. At the same time, equipment shortages, permitting delays, interconnection constraints, evolving policy, higher development costs and changing risk profiles are reshaping project economics and investment decisions. This session examines how the return of reliability is changing capital allocation, project development and financing strategies across the power sector.
Panelists
7:25 AM–6:30 PM A full day of concurrent Projects & Money and NextGen Energy Investment sessions.
Conference Chair
The tax-equity and transfer markets enter 2027 at another pivotal moment. Following new federal policy, updated Foreign Entity of Concern guidance and the phaseout timelines established under the 2026 reconciliation legislation, developers, investors, lenders and corporate buyers are reassessing how tax incentives fit into project-financing strategies. This session examines the current state of both markets, how financing structures are adapting and what participants should expect in 2027.
Panelists
The next decade will require an unprecedented buildout of energy and infrastructure assets to support rising electricity demand, economic growth and the digital transformation of the global economy. Competing asset classes bring different timelines, capital requirements, development challenges and commercialization pathways. This session brings together infrastructure investors, private-equity firms, developers, technology companies and capital providers to examine the asset classes shaping the next decade of energy growth and the investment strategies needed to finance the future energy system.
This session will examine the transactions, market dynamics and financing innovations that defined project finance in 2026. Drawing on market data, transaction case studies and firsthand perspectives from active market participants, attendees will gain practical insight into how the capital markets evolved over the past year and what those developments mean for 2027.
Co-Presenters
Presenter
The rapid expansion of AI, hyperscale data centers, cloud computing and advanced manufacturing is creating one of the largest waves of energy-infrastructure investment in decades. This session examines the digital-infrastructure boom through the lens of project finance, including how capital providers are evaluating opportunities, underwriting risk and structuring transactions to finance the power infrastructure supporting AI and data-center growth.
Panelists
The rapid rise of artificial intelligence, hyperscale data centers, cloud computing and advanced manufacturing is transforming electricity demand and reshaping the energy-investment landscape. This session explores how the digital-infrastructure boom is creating new markets, accelerating innovation and redefining investment strategies across generation, energy storage, transmission, distributed energy resources, microgrids and other enabling technologies.
As developers adjust to reduced federal incentives, FEOC implementation, domestic-content requirements and a more selective financing environment, success increasingly depends on execution, supply-chain resilience and creative capital strategies. Surging demand from AI, data centers, electrification and industrial growth continues to create opportunities for new renewable generation even as project economics become more challenging.
Panelists
The opportunity to build the next generation of energy infrastructure is enormous, but deploying capital at scale requires more than investor appetite. Across advanced nuclear, geothermal, energy storage, hydrogen, carbon management, grid technologies and other emerging assets, developers and investors face policy, permitting, interconnection, supply-chain and community challenges that can delay projects and undermine commercial viability. This session examines the real-world barriers slowing deployment and the strategies needed to accelerate investment, commercialization and execution.
Panelists
As traditional financing sources evolve, private credit continues to play a growing role in energy and infrastructure finance. This conversation will examine how private-credit investors are evaluating opportunities, balancing risk and return, and determining where flexibility and speed create value in today's energy market.
What makes an emerging-energy opportunity investment-worthy? This candid conversation goes inside the decision-making process of infrastructure investors, exploring how funds evaluate new technologies, assess risk and determine which opportunities have the potential to scale.
As the project-finance market enters 2027, lenders are navigating policy uncertainty, evolving tax incentives, higher capital costs, growing electricity demand and increasing pressure to finance the infrastructure supporting AI, data centers, electrification and grid reliability. This session brings together commercial banks, institutional lenders, private-credit providers and other capital sources to discuss where financing is available, how lending strategies are changing and what borrowers should expect.
Panelists
Small Modular Reactors have emerged as one of the most closely watched technologies for delivering reliable, carbon-free power. Despite growing momentum, significant questions remain around commercialization, licensing, construction risk, supply-chain readiness, project economics and financing. This session examines what it will take for SMRs to become bankable infrastructure assets capable of attracting institutional capital at scale.
Panelists
Presenter
As energy-infrastructure projects become larger, more complex and more capital intensive, risk management has become critical to determining which projects can secure financing and reach completion. This session brings together insurance brokers, underwriters, developers, lenders and investors to examine how the market is adapting to new risks and how insurance solutions, contractual protections and risk-allocation strategies are shaping project bankability.
Panelists
For many next-generation technologies, the greatest hurdle is no longer innovation. It is execution. Moving from demonstration projects to repeatable infrastructure requires bankable construction strategies, experienced delivery partners, proven contracting models and effective risk allocation. This session examines how the industry is reducing execution risk and building confidence in the next generation of energy infrastructure.
Panelists
7:25 AM–12:45 PM Focused dual-track programming followed by two market-wide closing discussions.
Conference Chair
As electricity demand accelerates and the grid becomes increasingly complex, energy storage has emerged as critical infrastructure supporting reliability, resource adequacy, renewable integration and AI-driven load growth. This session explores how developers, investors, lenders and asset owners are financing storage projects today and where the greatest investment opportunities lie in 2027.
Panelists
As electricity demand grows and grids depend on a more diverse mix of resources, long-duration energy storage is emerging as a critical enabler of reliability, resilience and system flexibility. This session assesses the outlook for long-duration storage and which technologies are best positioned to become financeable energy infrastructure.
Panelists
The outlook for natural gas is being reshaped by accelerating electricity demand and evolving global energy dynamics. As AI-driven data-center growth, industrial expansion, electrification and reliability concerns drive demand for dependable power, investors and lenders are evaluating opportunities across gas-fired generation, LNG infrastructure, pipelines and related assets while navigating commodity volatility, permitting challenges, emissions considerations and uncertainty around the long-term role of natural gas.
As demand for reliable, around-the-clock power grows, geothermal energy is attracting renewed interest from investors, developers and major energy users. Advances in drilling technologies, subsurface imaging and enhanced geothermal systems are expanding development potential. This session examines what it will take for geothermal to overcome technical, regulatory and commercial challenges and become a mainstream infrastructure investment.
Panelists
Power markets are entering a period of unprecedented change. Rapid demand growth is reshaping load forecasts, resource-adequacy needs and investment priorities while market participants navigate evolving regulatory frameworks, interconnection challenges, transmission constraints, capacity-market dynamics and increasing price volatility. This session examines the forces reshaping U.S. electricity markets and how they are influencing valuations, investment strategies and financing decisions.
As electricity demand outpaces the grid's ability to deliver new capacity, distributed energy is becoming an increasingly important part of the power system and an increasingly significant investment opportunity. This session examines where capital is flowing, which business models are gaining traction and what it will take for distributed energy to become scalable, institutional-grade infrastructure.
Panelists
As the conference winds to a close, the conversation shifts from today's financing environment to the longer-term future of energy infrastructure. Not every technology, business model or market opportunity will achieve commercial scale. Success will require competitive economics, financeable business models, manageable execution risk and the ability to attract long-term institutional capital. This closing plenary brings together perspectives from both tracks to examine which opportunities are poised to become the next generation of investable infrastructure.
Panelists
As the energy-infrastructure market enters its next phase of growth, investors are looking beyond individual transactions to maximize value across the investment lifecycle. Developers are seeking partners to scale platforms, infrastructure funds are optimizing portfolios and buyers are evaluating acquisitions that provide access to pipelines, critical infrastructure and long-term growth. This closing plenary examines how leading market participants are building, scaling, acquiring and monetizing energy-infrastructure investments.
Panelists
Session titles, times, formats and speakers are subject to change. Additional speakers and presentation details will be announced as the program develops.