2026 Inaugural Day

2026 INAUGURAL DAY

Agenda

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02nov08:0018:00INAUGURAL DAY - AI INFRA SUMMITInfrastructure: The Bedrock of the Global New Economic Order | Energy • Digital • Security

Schedule

    • 2 November 2026
    • 7:30Welcome & Registration7:30 - 8:45
    • 8:45Introduction & Opening Addresses8:45 - 9:15

      • Roland LESCURE, Minister of the Economy, Finance and Industrial, Energy and Digital Sovereignty
      • Augustin de ROMANET, Chairman, Paris Europlace


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      Augustin de ROMANETRoland LESCURE
    • 9:15Keynote Discussion9:15 - 9:30
      • Patrick POUYANNE, Chairman & CEO, TotalEnergies

      Moderator: Charlotte KAN, MC and Moderator

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      Charlotte KANPatrick POUYANNE
    • 9:30Plenary Session 1: Infrastructures: from an Asset Class to the Bedrock of the Modern Economies9:30 - 10:15

      This opening plenary explores the forces reshaping infrastructure investment, the new dynamics driving capital allocation across sectors and geographies, and what it means for institutions, lenders and policymakers to build the foundations of tomorrow's economies — at a time when infrastructure has become one of the most critical and dynamic asset classes of our time.

      • Andrew ALLEY, Managing Director and Global Head of Infrastructure Investments, PSP Investments
      • Gwenola CHAMBON, CEO & Founding Partner, Vauban Infrastructure Partners
      • Ambroise FAYOLLE, Vice President, European Investment Bank (EIB)
      • Henrik RABER, Global Head of Global Banking, Standard Chartered Bank

      Moderator: Antoine BOUZANQUET, Partner, Orrick

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      Ambroise FAYOLLEAndrew ALLEYAntoine BOUZANQUETGwenola CHAMBONHenrik RABER
    • 9:30Parallel Session 1: Private Debt Takes the Lead: Rewriting Infrastructure Finance9:30 - 10:15

      This session examines the new architecture of infrastructure debt, the structures gaining traction in 2026 and the evolving dynamics between banks, debt funds, equity sponsors and public institutions.

      • Charlotte LAVIT D'HAUTEFORT, Director Infrastructure Private Debt, Arkea Asset Management
      • Guillaume LEPRIEUR, Head of Structured Finance Office, MUFG
      • Sergio RODRIGUEZ CASADO, Partner, Head Of Global Funding, Meridiam

      • Benoît THIRION, Partner, Paul Hasting

      Modérateur: René KASSIS, Co-Managing Partner, CIO Infrastructure Debt, CapMan

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      Benoît THIRIONCharlotte LAVIT DGuillaume LEPRIEURRené KASSISSergio RODRIGUEZ CASADO
    • 10:15Fireside Chat 1: 10 Years On : Infrastructure as a Economic & Strategic Asset10:15 - 10:35

      This fireside chat is a high-level LP/GP dialogue on market trends and capital allocation strategies, exploring how infrastructure has shifted from a specialist asset class to a core strategic priority, and what the new dynamics shaping sovereign partnerships and long-term investment mean for the decade ahead.

      • Thierry DEAU, Founder & CEO, Meridiam
      • Karim MOURAD, Global Head of Infrastructure, Abu Dhabi Investment Authority

      Moderator: Amir H. JAHANGUIRI, Partner, Willkie Farr & Gallagher

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      Amir H. JAHANGUIRIKarim MOURADThierry DEAU
    • 10:15Parallel Session 2: Scaling Private Capital for Energy, Connectivity and Competitiveness10:15 - 11:15

      This session examines the role of private capital in financing Europe’s critical infrastructure, from energy and transport to digital connectivity. As investment needs continue to rise, the discussion will explore capital allocation trends, deployment challenges and the partnership between institutional investors and public finance institutions needed to accelerate project delivery at scale.

      • Frank AMBERG, Managing Director and Head of Infrastructure Germany, AltamarCAM, Chair, Invest Europe Infrastructure Roundtable
      • Tim FLOWER, Managing Director Infrastructure and Real Assets, HarbourVest
      • Ville POUKKA, Managing Partner, Infra, CapMan
      • Gabriele TODESCA, Head of Infrastructure Investments, European Investment Fund (EIF)

      Moderator: Deborah Botwood Smith, Business Development Director, Invest Europe

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      Deborah BOTWOOD SMITHFrank AMBERGGabriele TODESCATim FLOWERVille POUKKA
    • 10:35Plenary Session 2: Critical Infrastructure: from Energy Security to Strategic Necessity10:35 - 11:20

      This session will explore how infrastructure has evolved from an investment opportunity into a strategic necessity, where the most critical investment needs lie, and how investors, policymakers and industry leaders can work together to address them.

      • Bérénice ARBONA, Head of Infrastructure Debt, LBP AM European Private Markets
      • Nicolas ROCHON, Founder & Chairman, Rgreen Invest
      • Remy VEROT, Investment Director, Infrastructure, IFM Investors, Interim CEO, Nala Renewables
      • Stéphane WOERTHER, Head of Project & Climate Finance, FTI Consulting

      Moderator: Ruxandra LAZAR, Partner, DLA Piper

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      Bérénice ARBONANicolas ROCHONRémy VEROTRuxandra LAZARStéphane WOERTHER
    • 11:15Parallel Session 3: Infrastructure M&A Deals: Trends & Market Dynamics11:15 - 12:15

      This session takes stock of Europe's landmark transactions as portfolio rotation accelerates, digital assets command a growing share of deal flow, and valuations are reset by higher interest rates and geopolitical risk. A deep dive into the market dynamics redefining the infrastructure M&A landscape.

      • Vincent CUVILLIER, Chief Strategy Officer, Cellnex Telecom
      • Charles de LA FERRIERE, Head of Infrastructure France, Aon M&A and Transaction Solutions
      • Zeynep LUCCHINI GILERA, Investment Director, InfraVia Capital Partners
      • Thomas PICARD, Managing Director, Lazard
      • Rajesh SINGHI, Global Head of M&A, Standard Chartered Bank

      Moderator: Edouard THOMAS, Partner, Herbert Smith Freehills Kramer

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      Charles de LA FERRIEREEdouard THOMASRajesh SINGHIThomas PICARDVincent CUVILLIERZeynep LUCCHINI GILERA
    • 11:20Fireside Chat 2: 10 Years On : How Infrastructure Became a Global Asset Class?11:20 - 11:40

      This fireside chat traces the journey, from the early days of infrastructure funds to the emergence of a sophisticated, globally recognised asset class attracting sovereign wealth funds, pension funds and institutional capital from every region of the world. What were the defining moments? What drove the transformation? And where does the asset class go from here?

      • Laurence BOONE, Head of Santander CIB, France, Former Minister of State for European Affairs
      • Alain RAUSCHER, Co-founder, Chairman of the Board & CEO, Antin Infrastructure Partners

      Moderator: Barthélémy COURTEAULT, Partner, Bredin Prat

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      Alain RAUSCHERBarthélémy COURTEAULTLaurence BOONE
    • 11:40Plenary Session 3: Global Infrastructure Perspective : From Fundraising to Deployment — Where Does the Capital Go?11:40 - 12:10

      This session brings together leading European infrastructure market players to discuss fundraising dynamics, and from a cross-sector, cross-geography perspective, where capital is flowing, which assets and markets offer the best risk-adjusted opportunities, and how financing structures are evolving to deliver projects in a constrained environment.

      • Stéphane BOURDON, Global Head of Infrastructure, BNP Paribas
      • Jean-Francis DUSCH, Global Head of Infrastructure & Structured Finance, Edmond de Rothschild Asset Management
      • Benoit GAILLOCHET, Head of Infrastructure Europe, Ardian

      Moderator: Ignacio PAZ, Partner, White & Case

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      Benoît GAILLOCHETIgnacio PAZJean-Francis DUSCHStéphane BOURDON
    • 12:15Parallel Session 4 : Mur du financement des infrastructures : comment changer d’échelle ?12:15 - 13:00
      • Frédérique DEAU BLANCHET, Partner, Sustainability & Infrastructure, Deloitte
      • François-Yves GAUDEUL, Managing Director, Allianz Global Investors GmbH
      • Alexis HOJABR, Partner, White & Case

      • Antoine LEPAGNOT, Head of Digital Infrastructure, Europe, Santander CIB

      • Karim ZINE-EDDINE, Director of Infrastructure, Paris Europlace

      Moderator: Laurent ZYLBERBERG, Chair, Infrastructure Working Group, Paris Europlace

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      Alexis HOJABRAntoine LEPAGNOTFrançois-Yves GAUDEULFrédérique DEAU BLANCHETKarim ZINE-EDDINELaurent ZYLBERBERG
    • 12:10Fireside chat 3: 10 Years On : What will Define the Next Decade of Infrastructure?12:10 - 12:30

      The past decade transformed infrastructure from a niche allocation to a strategic global asset class. This closing fireside chat looks ahead: What are the defining trends that will shape infrastructure investment over the next ten years? And what does it take to remain at the forefront of this rapidly evolving landscape?

      • Vincent LEVITA, Founder and CEO, InfraVia Capital Partner
      • Vincent POLICARD, Partner and Co-Head of European Infrastructure, KKR 

      Moderator: Samuel BORDELEAU, Partner, Linklaters

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      Samuel BORDELEAUVincent LEVITAVincent POLICARD
    • 12:30InfraNextGen, Infrastructure Young Professionals Awards Ceremony12:30 - 13:00
    • 13:00Luncheon13:00 - 14:00
    • 14:00Parallel Session 5: Enjeux et résilience de l14:00 - 14:45
      • Antoine FOURNIER, Vice President, InfraNum
      • David GUITTON, Partner, CMS Francis Lefebvre

      • Sami SLIM, Directeur général, Telehouse France

      • Younès STOUKY, Head of Capacity Services & Infrastructure, Orange Wholesale International


      Modérateur: Stéphane CUGNON DE SÉVRICOURT, Vice Président International Infrastructures, Orange

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      Antoine FOURNIERDavid GUITTONSami SLIMStéphane CUGNON DE SÉVRICOURTYounès STOUKY
    • 14:45Parallel Session 6 : Le satellite européen décolle : quelles ambitions pour la France ?14:45 - 15:45
      • Imane BENSEDDIK, Directrice de la Satellite Factory, Orange Wholesale
      • Jean-Pierre DIRIS, Coordinateur Interministériel IRIS2 et GOVSATCOM
      • Samuel MAMOU, Directeur, Alliance NewSpace France
      • Romain MARCHAND, Associé, Hogan Lovells Cadwalader
      • Etienne LESOEUR, Directeur des Relations institutionnelles, Eutelsat

      Modérateur: Marianne BRUNAT, co-porteuse du chantier international, Comité Stratégique de Filière Numérique

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      Etienne LESOEURImane BENSEDDIKJean-Pierre DIRISMarianne BRUNATRomain MARCHANDSamuel MAMOU
    • 14:00AI INFRASTRUCTURE SUMMIT14:00 - 18:15
      AI Summit - Paris Infra Week
    • 14:10Fireside chat 414:10 - 14:30
      • Thomas COURBE, Director General for Enterprises, Ministry of the Economy, Finance and Industrial, Energy and Digital Sovereignty
      • Emmanuelle WARGON, Chairwoman, Commission de Régulation de l’Energie

      Moderator: Charlotte KAN, MC and Moderator

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      Charlotte KANEmmanuelle WARGONThomas COURBE
    • 14:30Plenary Session 4: Powering the AI Economy: the Race to Build Energy Infrastructures14:30 - 15:15

      This session examines how decarbonised and competitively priced energy infrastructure is being redesigned to support the AI economy, at a time when data centres are doubling their power demand every two years and global electricity consumption is projected to grow by at least 40% over the next decade

      • Emmanuel DUBOIS-PELERIN, Managing Director and Sector Lead - Utilities, S&P Global Ratings
      • Hélène MACELA-GOUIN, Vice President Secure Power & Data Center Business, Schneider Electric

      • Thibault ROSSET, Global Head Telecom, Digital Infra, Media sectors, Crédit Agricole
      • Thomas VEYRENC, Managing Director - Economy, Strategy and Finance Division, RTE

      Moderator: Pascal CUCHE, Partner, Freshfields

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      Emmanuel DUBOIS-PELERINHélène MACELA-GOUINPascal CUCHEThibault ROSSETThomas VEYRENC
    • 15:15Plenary Session 5: The AI Infrastructure Supercycle: What Are the Priorities?15:15 - 16:15

      This session identifies the critical priorities that will define the AI infrastructure supercycle: which assets to build first, where to build them, how to finance them and how to deliver them at the speed the market demands.

      Pre-Conversation with Thomas REYNAUD, Chief Executive Officer, ILIAD

      Panel discussion : 

      • Bénédicte de GIAFFERRI, EMEA Head of Digital Infrastructure Coverage, MUFG
      • Thomas LABERGERE, Chief Executive Officer, ING France
      • Thomas REYNAUD, Chief Executive Officer, ILIAD
      • Dominik von SCHEVEN, Managing Director – Infrastructure, Hamilton Lane 

      Moderator: Charles-Douglas FUZ, Partner, Ashurst Perkins Coie

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      Bénédicte de GIAFFERRICharles-Douglas FUZDominik von SCHEVENThomas LABERGEREThomas REYNAUD
    • 16:15Plenary Session 6: The New Geography of AI Infrastructure16:15 - 17:00

      This session maps the new global geography of AI infrastructure — who is building what, where capital is flowing, which regions are winning the race and what Europe must do to secure its place in the AI economy of tomorrow.

      • Mamoun JAMAI, Head of Digital Infrastructure, Abu Dhabi Investment Authority
      • David SYED, Partner, Head of Sovereign Advisory, Dentons Europe
      • Brice LE FOYER, Director Coverage Europe, National Australia Bank

      Moderator: Mark HABIB, Managing Director and Sector Lead - Digital Infrastructure, S&P Global Ratings

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      Brice LE FOYERDavid SYEDMamoun JAMAIMark HABIB
    • 17:00Closing Discussion: AI Infrastructure: from Ambitions to Delivery17:00 - 18:00

      This closing discussion explores how to overcome the implementation barriers that separate strategy from execution — and what it will take to build the infrastructure that underpins the next generation of economic growth.

      • Laurent KUENY, Director for Energy, Ministry of of the Economy, Finance and Industrial, Energy and Digital Sovereignty
      • Pia LAMBERT, Executive Director, Morrison
      • Olivier MICHELI, President & CEO, Data4, Chairman, France Datacenter
      • Stéphane RAISON, Director in charge of the installation of large consumption sites, EDF

      • Claire VERNET-GARNIER, Director of Group Corporate Development, M&A and PMI, Orange

      Moderator: Patrick TARDIVY, Partner, Clifford chance

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      Claire VERNET- GARNIERLaurent KUENYOlivier MICHELIPatrick TARDIVYPia LAMBERTStéphane RAISON
    • 18:00Closing Conversation18:00 - 18:15

      • David HOGAN, Vice President Enterprise EMEA, NVIDIA

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      David HOGAN
    • 17:00Parallel Session 8: Making Resilience Investable17:00 - 18:30

      From resilience metrics to investment decisions: quantifying resilience so that it can be priced, insured and financed

      • Allé Nar DIOP, Minister attached to the Minister of Economy, Finance and Planning, Senegal
      • Morgane HUCHET, Senior Project Manager, FAST-Infra Label
      • Charles-Antoyne HURSTEL, Infrastructure Specialist, Global Infrastructure Facility (GIF)
      • Delphine QUENIART, European Capital Hub Director, Head of Institutional Clients, Global Head of Climate Infrastructure, Bankers without Boundaries
      • Emmanuelle NASSE-BRIDIER, Senior Consultant, Infrastructure and Climate Adaptation
      • Amit PROTHI, Director General, Coalition for Disaster Resilient Infrastructure (CDRI)
      • Christel BOURBON-SECLET, Head of Energy, Infrastructure & Digital, Proparco
      • Oxana MEGGLE, Senior Investment Officer – Sustainable Finance / Global Infrastructure, IFC/World Bank
      • François BERGERE, Délégué Général, Institut de la Gestion Déléguée (IGD)
      • Cristina CONTRERAS CASADO, Founder & CEO, Sinfranova
      • Papa Mamadou GUEYE, Acting Coordinator of Unité nationale d'Appui aux Partenariats public-privé (UNAPPP), Ministère de l'Economie, des Finances et du Plan, Senegal

      Moderator: Christian DÉSÉGLISE, Adjunct Professor of International and Public Affairs, Columbia University

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      Allé Nar DIOPAmit PROTHICharles-Antoyne HURSTELChristel BOURBON-SECLETChristian DÉSÉGLISECristina CONTRERAS CASADODelphine QUENIARTEmmanuelle NASSE-BRIDIERFrançois BERGEREMorgane HUCHETOxana MEGGLEPapa Mamadou GUEYE

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Venue

French Ministry for the Economy and Finance

PMF Conference Center,

139, rue de Bercy 75012 Paris

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