Full Agenda
Build your three days in New Orleans with the complete schedule of shared market outlooks, concurrent Projects & Money and NextGen Energy Investment sessions, and dedicated time to connect.
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 you with the most well-rounded forecasts from the decision-makers in the room. Throughout the summit, participants will use Slido to share their views and predictions on the project market's future. The exclusive, instantaneous results will offer valuable insight into the project community’s mindset in real time.
Conference Chair
As one of the conference's signature sessions, our opening session, 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. Like a Sunday morning roundtable, this session offers timely analysis, diverse viewpoints, and real-time insights from the decision-makers driving the market.
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. After the 2026 U.S. midterm elections, market participants will be reevaluating what the changed political landscape will mean for energy policy, tax incentives, permitting, trade, and long-term investment priorities. At the same time, ongoing geopolitical instability, including continued conflict involving Iran and persistent disruptions to global energy and shipping markets, has reinforced the strategic importance of energy security, supply chain resilience, and infrastructure investment. Oil and LNG markets remain sensitive to events in the Middle East, while 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. Investors, developers, lenders, and utilities must navigate a market defined by policy uncertainty, higher financing costs, evolving commodity markets, and an increasingly complex risk environment, all while identifying the opportunities emerging across renewables, gas-fired generation, storage, transmission, and next-generation energy infrastructure. This session will bring together senior industry leaders to examine the macroeconomic, geopolitical, and policy forces defining the year ahead. Panelists will explore how global developments are expected to affect U.S. power markets, capital availability, financing strategies, and investment priorities, while identifying the risks and opportunities that will shape project development and dealmaking in 2027.
Moderator
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 the energy and infrastructure sectors, while raising important questions about where capital can generate the strongest long-term risk-adjusted returns. This session brings together senior infrastructure investors, private equity firms, institutional capital providers, strategic investors, and developers to discuss how they are allocating capital in today's market. Panelists will examine the sectors, technologies, and business models attracting investment, how underwriting assumptions are changing, and what differentiates projects that successfully secure capital from those that struggle to reach financial close. Topics include:
Moderator
Panelists
For much of the past decade, energy investment was driven by the rapid growth of renewable generation. Today, the conversation has shifted. Explosive electricity demand from AI, hyperscale data centers, advanced manufacturing, and electrification are placing renewed emphasis on reliability, resource adequacy, and dispatchable generation. As developers, investors, lenders, and strategic capital providers respond to this changing landscape, 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, financing these projects presents new challenges. Equipment shortages, permitting delays, interconnection constraints, evolving policy, higher development costs, and changing risk profiles are reshaping project economics and investment decisions. As demand for reliable power continues to grow, the market is redefining what constitutes a financeable project and which technologies, business models, and revenue structures are best positioned to attract long-term capital. Leading developers, infrastructure investors, lenders, private equity firms, strategic capital providers, and large energy buyers will examine how the return of reliability is reshaping capital allocation, project development, and financing strategies across the evolving power sector. Join experts as they examine:
Panelists
7:30 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 the implementation of new federal policy, updated Foreign Entity of Concern (FEOC) 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. While transferability remains an important source of liquidity, evolving eligibility requirements, compliance obligations, and shifting investor appetite are reshaping transaction structures and capital deployment across the market. As developers evaluate projects against changing tax credit timelines, domestic content requirements, and supply chain constraints, both traditional tax equity and transferable credits continue to play critical roles in financing the next generation of energy infrastructure. This session examines the current state of both markets, how financing structures are adapting, and what participants should expect in 2027.
Moderator
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. From AI and data centers to electrification, manufacturing expansion, and grid modernization, a new generation of infrastructure opportunities are emerging across power generation, storage, transmission, digital infrastructure, and next-generation energy technologies. For investors, the challenge is determining where capital can achieve the scale, risk-adjusted returns, and long-term value required to support this transformation. Competing asset classes bring different timelines, capital requirements, development challenges, and commercialization pathways, creating a more complex investment landscape. At the same time, interest rates, infrastructure yields, and evolving market conditions continue to influence how institutional investors evaluate opportunities and allocate capital. 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. The discussion will explore:
Panelists
As the industry looks ahead to 2027, this session will examine the transactions, market dynamics, and financing innovations that defined the project finance landscape 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 the year ahead. Key topics include:
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. As electricity demand accelerates, developers, lenders, infrastructure investors, and strategic capital providers are racing to finance the generation, transmission, storage, and supporting infrastructure needed to power a digital economy. Yet these projects present new financing challenges. Larger capital requirements, compressed development timelines, evolving power procurement strategies, interconnection constraints, and increasing uncertainty around policy and project economics are reshaping how deals are structured and financed. This session examines the digital infrastructure boom through the lens of project finance. Industry leaders will explore how capital providers are evaluating opportunities, underwriting risk, and structuring transactions to finance the next generation of power infrastructure supporting AI and data center growth. Panelists will dive into:
Moderator
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. As technology companies, infrastructure developers, utilities, and capital providers race to build the next generation of digital infrastructure, entirely new investment opportunities are emerging across power generation, energy storage, transmission, distributed energy resources, microgrids, and other enabling technologies. At the same time, developers and investors face critical questions about where demand will materialize, which technologies can be deployed at scale, and how to balance speed, reliability, affordability, and sustainability. This session explores how the digital infrastructure boom is creating new markets, accelerating innovation, and redefining investment strategies across the energy sector. The discussion will include:
Panelists
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. At the same time, surging electricity demand from AI, data centers, electrification, and industrial growth continue to create opportunities for new renewable generation, even as project economics become more challenging. This panel brings together leading renewable developers to discuss how they're navigating the post-subsidy market, managing evolving risks, and identifying opportunities for growth in 2027. Experts will discuss:
Moderator
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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 energy assets, developers and investors are confronting a new set of challenges that can delay projects, increase costs, and impact commercial viability. As the energy system evolves, policy frameworks, permitting timelines, interconnection constraints, supply chain readiness, and community acceptance are becoming critical factors in determining which technologies can move from concept to commercial deployment. For investors, understanding these bottlenecks is essential to evaluating risk, timing capital deployment, and identifying the projects most likely to achieve scale. This session brings together developers, investors, policymakers, technology companies, and infrastructure experts to examine the real-world barriers slowing next-generation energy deployment and the strategies needed to accelerate investment, commercialization, and project execution. Panelists will analyze:
Panelists
Additional Panelists to be Announced
As traditional financing sources evolve, private credit continues to play a growing role in energy and infrastructure finance, providing capital solutions for complex projects and changing market conditions. This fireside chat will seek to explore how private credit investors are evaluating opportunities, balancing risk and return, and determining where flexibility and speed create value in today’s energy market. The discussion will explore:
Speakers
What makes an emerging energy opportunity investment-worthy? This candid conversation will go 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. The discussion will examine:
Speaker
As the project finance market enters 2027, lenders are navigating an environment defined by policy uncertainty, evolving tax incentives, higher capital costs, growing electricity demand, and increasing pressure to finance the infrastructure needed to support AI, data centers, electrification, and grid reliability. While debt capital remains available for well-structured projects, underwriting standards, risk allocation, and financing terms continue to evolve in response to changing market conditions. This session brings together leading 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 as they bring projects to market in 2027. Topics will include:
Moderator
Panelists
Small Modular Reactors (SMRs) have emerged as one of the most closely watched technologies for delivering reliable, carbon-free power. Growing electricity demand from AI, hyperscale data centers, advanced manufacturing, and electrification has renewed interest in nuclear energy, with governments, utilities, technology companies, and investors evaluating whether SMRs can provide scalable, dispatchable generation. Despite growing momentum, significant questions remain around commercialization, licensing, construction risk, supply chain readiness, project economics, and financing. Investors are looking beyond technology readiness to determine what it will take for SMRs to become bankable infrastructure assets capable of attracting institutional capital at scale. That includes not only demonstrating successful first-of-a-kind projects, but also establishing commercial structures, risk allocation, and repeat deployment models that can drive cost reductions and support commercially financeable fleets. Join leading industry experts to examine the questions around economic realities of SMR deployment, including:
Moderator
Panelists
Presenter
As energy infrastructure projects become larger, more complex, and more capital intensive, risk management has become a critical factor in determining which projects can secure financing and reach completion. From evolving policy and tax regulations to extreme weather, supply chain constraints, construction challenges, technology performance, and operational uncertainty, developers and investors are facing a broader risk landscape than ever before. Insurance availability, pricing, and coverage terms are increasingly influencing project economics, lender requirements, and investment decisions. As underwriters reassess exposure across renewable energy, storage, gas-fired generation, digital infrastructure, and emerging technologies, market participants must better understand how risk is being evaluated and what strategies can improve insurability and financing outcomes. This session brings together leading insurance brokers, underwriters, developers, lenders, and investors to examine the evolving role of insurance in energy project finance. Panelists will discuss how the market is adapting to new risks, where coverage challenges are emerging, and how insurance solutions, contractual protections, and risk allocation strategies are shaping the next generation of energy investments. Topics include:
Moderator
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For many next-generation energy technologies, the greatest hurdle is no longer innovation. It is execution. As developers seek to commercialize advanced nuclear, geothermal, carbon management, hydrogen, long-duration storage, and other emerging energy solutions, construction risk remains one of the largest barriers to attracting institutional capital. Cost overruns, schedule delays, supply chain uncertainty, evolving EPC markets, and limited operating histories continue to challenge developers, investors, and lenders seeking confidence that projects can be delivered on time and on budget. Moving from demonstration projects to repeatable infrastructure requires more than technological success. It requires bankable construction strategies, experienced delivery partners, proven contracting models, and effective risk allocation across the capital stack. As investors become increasingly disciplined, understanding how construction risk is managed will be essential to determining which technologies can achieve commercial scale. This session brings together developers, investors, lenders, EPC contractors, technology companies, and risk advisors to explore how the industry is reducing execution risk and building confidence in the next generation of energy infrastructure. Panelists will dive into:
Moderator
Panelists
7:30 AM–1:00 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 a critical infrastructure asset supporting reliability, resource adequacy, renewable integration, and AI-driven load growth. While evolving federal policy, FEOC requirements, supply chain constraints, and changing tax incentives continue to reshape project economics, investor interest in storage remains strong. At the same time, financing structures, revenue models, and project strategies continue to evolve as developers seek to balance risk with long-term value creation. This session explores how developers, investors, lenders, and asset owners are financing storage projects today and where the greatest investment opportunities lie in 2027. Topics to be discussed include:
Panelists
As electricity demand continues to grow and grids become increasingly dependent on a diverse mix of generation resources, long-duration energy storage is emerging as a critical enabler of reliability, resilience, and system flexibility. While lithium-ion batteries have transformed short-duration storage, growing interest is shifting toward technologies capable of delivering power over longer time horizons to support renewable integration, manage peak demand, and provide firm capacity. Despite significant investment and technological progress, questions remain about which long-duration storage solutions can achieve commercial scale, demonstrate bankability, and compete economically within evolving electricity markets. Developers, investors, and technology providers are evaluating a wide range of approaches, each with distinct performance characteristics, capital requirements, development timelines, and commercialization pathways. This session brings together technology developers, infrastructure investors, project developers, strategic capital providers, and industry experts to assess the outlook for long-duration storage and examine which technologies are best positioned to become the next generation of financeable energy infrastructure. Examine:
Panelists
Additional Panelists to be Announced
The outlook for natural gas is being reshaped by two powerful forces: accelerating electricity demand and evolving global energy dynamics. As AI-driven data center growth, industrial expansion, electrification, and grid reliability concerns drive demand for dependable power, natural gas is regaining importance as a critical resource for supporting a more complex and increasingly constrained energy system. At the same time, global energy security concerns, growing U.S. LNG exports, and shifting international supply relationships are influencing domestic gas markets, infrastructure investment, and long-term demand expectations. Developers, 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 in the energy transition. This session brings together market experts, developers, financiers, and infrastructure investors to examine the forces shaping the natural gas market and the implications for investment, project development, and financing strategies in 2027 and beyond. Explore questions around:
Panelists
Additional Panelists to be Announced
As demand for reliable, around-the-clock power continues to grow, geothermal energy is attracting renewed interest from investors, developers, and major energy users seeking scalable, low-carbon generation. Advances in drilling technologies, subsurface imaging, and enhanced geothermal systems (EGS) are expanding the potential for geothermal development well beyond traditional resource-rich regions, creating new opportunities for infrastructure investment and project deployment. While momentum continues to build, scaling geothermal remains dependent on overcoming technical, regulatory, and commercial challenges. Developers and investors must evaluate resource risk, drilling costs, permitting timelines, financing structures, and long-term revenue certainty to determine where geothermal can compete alongside other firm power technologies. Leading geothermal developers, investors, technology providers, strategic energy buyers, and capital providers will examine the path to commercial scale and explore what it will take for geothermal to become a mainstream infrastructure investment along with:
Panelists
Power markets are entering a period of unprecedented change. Rapid electricity demand growth, driven by AI, data centers, manufacturing expansion, and electrification, is reshaping load forecasts, resource adequacy needs, and investment priorities across the country. At the same time, market participants are navigating evolving regulatory frameworks, interconnection challenges, transmission constraints, changing capacity market dynamics, and increasing volatility in power prices. For developers, investors, and lenders, understanding regional market fundamentals has become essential to evaluating project economics and capital allocation decisions. From ongoing challenges in PJM around capacity availability, reliability planning, and market reform to continued evolution in ERCOT driven by rapid demand growth and regulatory changes, regional market structures are creating both opportunities and new risks. This session brings together power market experts, developers, investors, and financiers to examine the forces reshaping U.S. electricity markets and how these changes are influencing project valuations, investment strategies, and financing decisions in 2027 and beyond. Discussion will examine:
Panelists
Additional Panelists to be Announced
As electricity demand outpaces the ability of the grid to deliver new capacity, distributed energy is emerging as an increasingly important part of the next generation of power infrastructure, and an increasingly significant investment opportunity. Across commercial and industrial facilities, hyperscale data centers, manufacturers, communities, and other energy users, distributed energy resources are creating new ways to generate, store, manage, and deliver electricity closer to where it is needed. From onsite generation and battery storage to community energy, virtual power plants, flexible loads, electric vehicle infrastructure, microgrids, and intelligent energy management systems, these resources are reshaping how the power system can respond to rising demand, reliability needs, and grid constraints. As distributed energy technologies and business models mature, developers, investors, utilities, strategic energy users, and technology companies are evaluating which solutions can scale, how they can generate predictable and financeable returns, and how they fit within broader power and infrastructure portfolios. This session brings together market participants across the distributed energy ecosystem to examine where capital is flowing, which business models are gaining traction, and what it will take for distributed energy to move from emerging technology to scalable, institutional-grade infrastructure. Topics include:
Panelists
As the conference winds to a close, the conversation shifts from today's financing environment to the longer-term future of energy infrastructure. After two days of exploring market conditions, capital formation, project finance, and emerging technologies, the question becomes: What will actually scale over the next five years? The energy sector is entering one of the largest infrastructure buildouts in history, fueled by rising electricity demand, AI-driven load growth, grid modernization, electrification, and the need for reliable, affordable power. While investment opportunities continue to expand across both established and emerging asset classes, not every technology, business model, or market opportunity will achieve commercial scale. Success will depend on more than innovation alone. It will require competitive economics, financeable business models, manageable execution risk, and the ability to attract long-term institutional capital. Bringing together perspectives from across both the Projects & Money and NextGen Energy Investment tracks, this closing plenary convenes investors, developers, lenders, strategic capital providers, and technology leaders to explore the trends, asset classes, and innovations most likely to shape the energy market through 2030. Panelists will examine where the industry is headed, what milestones must be achieved for broader commercialization, and which opportunities are poised to become the next generation of investable infrastructure. Discussion topics include:
Panelists
As the energy infrastructure market enters its next phase of growth, investors are looking beyond individual transactions to maximize value across the entire investment lifecycle. Developers are seeking strategic partners to scale platforms, infrastructure funds are optimizing portfolios, and buyers are evaluating acquisition opportunities that provide access to development pipelines, critical infrastructure, and long-term growth. At the same time, evolving market conditions are reshaping how and when investors monetize assets through platform sales, recapitalizations, refinancing, secondary transactions, and other liquidity strategies. Against a backdrop of shifting policy, rising power demand, changing financing conditions, and an increasingly competitive market for quality assets, successful investors are taking a more disciplined approach to both acquisitions and exits. Understanding what makes an asset attractive today—and how value is created over time—has become essential to deploying capital and generating strong returns. This closing plenary brings together infrastructure investors, private equity firms, developers, strategic acquirers, and M&A advisors to examine how leading market participants are building, scaling, acquiring, and monetizing energy infrastructure investments in 2027 and beyond.
Panelists
Additional Panelists to be Announced
Session titles, times, formats and speakers are subject to change. Additional speakers and presentation details will be announced as the program develops.
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