Investment Forum | London // Leadership Roundtable: New paths & players in an ever-changing financial landscape - securitizations, yieldCos, private credit

The evolving digital infrastructure market is demanding new financial strategies, challenging traditional capital stacks, and forcing investors to re-evaluate risk/return profiles. As the sector continues its robust growth, particularly driven by AI, how can stakeholders effectively navigate the complex landscape of private credit, infrastructure funds, insurance companies, and real estate investors to unlock value and maintain control?

This panel will examine the risk/return profiles of diverse capital sources, including private credit, infrastructure funds, insurance companies, and real estate investors, to assess if traditional capital stacks remain fit for purpose. We will unravel how financial innovation, particularly securitized lending through ABS and CMBS structures, is facilitating growth and shaping future investment. The session will also explore the rise of YieldCos and other structured vehicles.