Infrastructure Investor: Investor Forum 2026

Infrastructure Investor: Investor Forum is the LP-only autumn gathering for European infrastructure allocators — produced by Infrastructure Investor (PEI Group) and structured deliberately as a closed-door forum rather than an open conference. The programming is by and for institutional infrastructure LPs, with GPs and service providers present only as invited speakers or in highly limited capacity.

The agenda concentrates on the questions LPs actually face when constructing and managing infrastructure portfolios. Pacing models — how to phase commitments across vintages given the long deployment cycle of infrastructure funds. Manager selection — how to evaluate the increasingly differentiated GP set across core, core-plus, value-add and opportunistic strategies. Co-investment programs — the structural advantages and operational requirements of running co-investment alongside fund commitments. Direct investment — the LP institutions building their own deal teams, and the operating implications of that choice.

A central theme of the forum is the maturation of infrastructure as a portfolio category. What started as a quasi-fixed-income substitute is now a multi-strategy field with materially different risk-return profiles across the strategy spectrum, and LP allocator teams are moving from monolithic infrastructure allocations to differentiated sub-allocations across strategies. The forum is structured to make those decisions concrete.

The closed-door format makes possible peer benchmarking conversations on actual portfolio construction, manager evaluation criteria and pacing decisions that are rarely possible in open-conference settings. For European infrastructure LPs, the forum is the major peer-benchmarking moment of the year.

European institutional infrastructure allocators (pension, sovereign wealth, insurance, fund-of-funds, family office); the senior allocator-side teams responsible for infrastructure portfolio construction and manager selection.

Infrastructure has moved from a small portfolio sleeve to a structurally significant allocator category, and the maturation of the GP set has made manager selection genuinely differentiated. LP-only programming is the only format that allows the candid peer benchmarking required to navigate that complexity.