Sector Investment 3 Days

Last updated: March 28, 2026, 8:30 PM ET

Infrastructure & Private Markets Leadership

Firms are reshaping leadership structures within infrastructure arms amid evolving investment mandates, as Ardian named Juan Angoitia as the new head of infrastructure, while Mathias Burghardt transitions to chair the newly established infra management committee while retaining his EVP role at Ardian France. The broader sector discussion, captured during the Global Summit's third day, focused heavily on the ‘industrialisation of AI’ and the renewed viability of nuclear power, suggesting strategy evolution across the asset class following summit learnings. Meanwhile, the perennial question of closing the funding gap in the U.S. resurfaced, with Australian investors again touting asset recycling as a potential mechanism, though skepticism remains about whether this time will yield concrete results.

Real Estate Strategy Amid Rate Uncertainty

Global real estate managers are recalibrating outlooks based on shifting central bank guidance, with LaSalle Investment Management’s Brian Klinksiek discussing the interest rate trajectory and mounting potential for capital market strain on the PERE Podcast. In response to evolving risk profiles, large institutional investors like CalPERS have shifted capital toward non-core real estate strategies over the last two years, anticipating higher eventual returns from these allocations. Furthermore, sustainability remains a core focus area, demonstrated by LaSalle successfully raising $370 million for its inaugural global ‘brown-to-green’ fund, proving that investors still see ample opportunity in decarbonization strategies despite macroeconomic headwinds in the real estate sector.