Sector Investment 3 Days

Last updated: March 29, 2026, 2:30 PM ET

Private Equity & Infrastructure Leadership

Ardian appointed Juan Angoitia as the new head of infrastructure, a move designed to bolster its senior leadership team, while Mathias Burghardt will transition to chair the newly formed infrastructure management committee, continuing his dual role as EVP and CEO of Ardian France. This executive reshuffling coincides with broader industry shifts discussed at the Global Summit, where participants explored the emerging trend of the "industrialisation of AI" and the renewed strategic focus on nuclear energy projects, signaling evolution in core infrastructure mandates across the sector.

Real Estate Strategy & Capital Allocation

Real estate managers are actively reassessing capital deployment strategies in response to evolving central bank guidance, with many grappling with the interest rate road ahead, as noted during the recent PERE Podcast. In a related shift, CalPERS has increased its allocation toward non-core real estate strategies over the last two years, a move the pension giant believes will contribute to higher overall portfolio returns, suggesting a move away from traditional core assets in anticipation of sustained market pressures.