12:30 PM   Registration & Networking Lunch

  1:45 PM    Opening Remarks
                     Olivier Delay, Chief Executive Officer, Americas, Natixis CIB

  2:00 PM    Macroeconomic Outlook
                     Chris Hodge, Head U.S. Economist, Natixis CIB

  2:15 PM    Outlook for U.S. Power and Renewables
                     Impacts from Tariffs, the IRA, Data Center Demand, Supply Chain and Generation Mix Considerations

                     Panelists:

                     William Demas, Head of Green Investments for the Americas, Macquarie Asset Management

                     Pooja Goyal, Partner, Chief Investment Officer of Infrastructure Group, Carlyle

                     Edwina Kelly, Managing Director, Head of Sustainable Energies, US, CPPIB

                     Evan Leary, Assistant Treasurer - Head of Project Finance, NextEra Energy

                     Moderated by Bhuvan Jain, Executive Director, Natixis CIB

  3:00 PM    Data Centers – Challenges and Opportunities
                     Artificial Intelligence, Financing Jumbo Deals, Access to Power

                     Panelists: 

                     Jesse Burros, Chief Investment Officer, Switch

                     Josh Cooper, Vice President, Blue Owl Capital

                     Fabian Goerhing, EVP, Head of Capital Markets, CloudHQ

                     Joe Harar, Chief Financial Officer, EdgeConneX

                     Moderated by Pim Rothweiler, Managing Director, Natixis CIB

  4:00 PM    Impact of Current Geopolitical Uncertainties on Infrastructure Debt Financing
                     Infrastructure as a Resilient Asset Class, Opportunities and Challenges, Private Credit, Impact on                                           Demand from Overseas Investors                  

                     Panelists:                      
                     Nick Beauregard, Investment Director, Principal Asset Management                     

                     Jorge Camiña, Partner and Head of Sustainable Infrastructure Credit, Denham Capital

                     Ralph Cho, Co-CEO & Founding Member, Apterra Infrastructure Capital

                     Will Dionisio, Senior Vice President and Portfolio Manager, PIMCO

                     Jonathan Duguay-Arbesfeld, Senior Director, Infrastructure Financing, Fixed Income, CDPQ

                     Moderated by Margarett Limbitco, Managing Director, Natixis CIB

  4:45 PM    Closing Remarks
                     Benedicte De Giafferri, Global Head of Real Assets, Natixis CIB