- Niels Holst, Partner, Copenhagen Infrastructure Partners
- Yuyu Peng, Head of China Renewable Infrastructure, Schroders Capital
- Marat Zapparov, Chief Executive Officer, Pentagreen Capital
- Khan Yow, Managing Director, Seraya Partners
- Michelle Teo, Managing Editor, DealStreetAsia [Moderator]
Asia is entering an infrastructure inflection point, and private equity is primed to lead. McKinsey estimates approximately US$8 trillion in infrastructure spending over the next decade across the region, with around US $1 trillion open to private capital via PPPs, renewable energy, digital connectivity, transport, and more. Experts peg Asia’s total infrastructure gap at a staggering US$26 trillion through 2030.
Institutional investors are taking notice: global champions like KKR, GIP, Blackstone, Macquarie, and Temasek are spearheading billion‑dollar deals across green power, data‑centre networks, and cross‑border transport. Meanwhile, development banks like AIIB and AIIB‑anchored public–private platforms are catalysing private participation. Against this backdrop, infrastructure PE is proving its resilience. It offers long‑duration, inflation‑hedged cash flows aligned with ESG priorities—but unlocking value means navigating complex regulation, geopolitical risk, macro fragility, and legacy inefficiencies.
This panel brings together leading practitioners to explore how fund managers are architecting PPPs, greenfield deals, and brownfield turnarounds, map the strategic risk–return equation in volatile markets, evaluate the role of digital & renewable infrastructure as new growth arteries, even as our speakers debate on how far private capital can go in closing Asia’s infrastructure gap.