UK-GCC Private Capital 3rd Annual Investment Summit

Welcome and Strategic Outlook

A warm welcome to  Speakers, Sponsors, Strategic Partners, Sovereign Wealth Funds, Private Equity, Institutional Investors, Pension funds, Family Offices,  VC investors, business leaders,  and delegates from across the United Kingdom, the Gulf Cooperation Council, Europe, US and beyond.

The Chair will provide an overview of the evolving global investment landscape and the growing role of the GCC as one of the world’s most influential sources of capital, investment, and economic transformation. Throughout periods of global uncertainty and geopolitical challenge, the leadership of the GCC nations has demonstrated remarkable vision, wisdom, and responsible statecraft, fostering stability, strengthening international partnerships, and driving one of the most ambitious economic transformation stories of the modern era. Their leadership has not only advanced regional prosperity but has also contributed significantly to global economic confidence, security, and long-term growth.

The remarks will highlight the strengthening UK-GCC economic partnership, the opportunities emerging across private capital, infrastructure, artificial intelligence, digital infrastructure, energy transition, healthcare, and real assets, and the critical role of cross-border investment in driving sustainable growth.

The session will set the strategic context for the summit, emphasising the importance of trusted partnerships, investment collaboration, and shared ambitions while outlining opportunities for investors, businesses, and policymakers to unlock investment flows, strengthen long-term relationships, and shape the next generation of economic growth, innovation, and value creation.

Infrastructure investors are operating across a broader capital structure, from senior debt and mezzanine financing to core/core-plus equity and platform ownership. As financing costs, regulation, and long-term demand reshape the sector, investors are focusing on disciplined underwriting, downside protection, and durable cash flows across essential assets. How are infrastructure investors allocating between debt, equity, and hybrid capital? Where is risk-adjusted value strongest across the infrastructure capital structure? How are investors underwriting long-duration assets in a higher-cost financing environment? Which sectors offer the strongest balance between income resilience and growth? How are managers protecting downside while continuing to deploy capital?

As capital returns selectively to infrastructure and real estate, private equity investors are prioritising assets with resilient income and long-term demand fundamentals.
Across Europe and the GCC, opportunities are emerging in logistics, energy transition, and urban redevelopment.
How are GPs identifying scalable platforms while managing execution risk in complex market conditions?
What differentiates successful strategies today: yield stability, growth potential, or strategic positioning?
How is private equity driving value creation in real assets amid shifting capital flows and macro uncertainty?

Sara Sulaiman -Managing Director Macquarie

LPs are increasingly prioritising liquidity, distributions, and disciplined capital allocation amid a more selective and constrained fundraising environment. The discussion will explore the growing shift towards co-investments, secondaries, independent sponsors, and direct deals, as investors seek greater transparency, alignment, control, and fee efficiency. Institutional capital is becoming increasingly concentrated among top-performing managers, with heightened scrutiny on track record, governance, value creation, and risk management. At the same time, real assets, infrastructure, energy transition, and GCC markets are attracting significant investor interest as LPs pursue resilient, long-term yield opportunities and portfolio diversification. Against a backdrop of evolving geopolitical dynamics and shifting global capital flows, direct engagement between investors, fund managers, and strategic partners has become more important than ever.

Alex Seddon – Head of Impact & Private Equity M&G Investments

Antimo Osato – Head of UK Origination Westbrooke

As market conditions evolve and capital becomes more selective, operational excellence and strategic asset management are emerging as key drivers of performance across real estate private equity and private credit. How are GPs and private credit managers helping portfolio companies and real estate platforms navigate higher interest rates and changing market dynamics? What operational strategies are proving most effective in improving asset performance, cash flow resilience, and long-term value creation? How are leading firms aligning management teams, capital structures, and investment strategies to consistently outperform competitors? What differentiates firms that successfully create sustainable value from those struggling in today’s environment?

Shifting interest rates, persistent inflation, and geopolitical uncertainty are reshaping how capital is deployed across real assets  and private equity. Investors are increasingly balancing downside protection with the need to generate consistent returns across different capital structures.
What are the most resilient sectors and regions, and how  capital is being deployed with conviction?
How are managers adapting underwriting, value creation, and portfolio construction in response to evolving risks?
What strategies are emerging across Private Markets to navigate the cycle and capture opportunity in dislocated markets?

Exit markets are reopening, but not uniformly, requiring more flexible and creative liquidity strategies.
Continuation vehicles, secondaries, and structured solutions are becoming key tools for managing portfolio lifecycles.
How are investors balancing the timing of exits with the need to maximise value?
What lessons can be drawn from recent successful and delayed exit processes?

The surge in AI adoption is driving unprecedented demand for data centres, energy capacity and digital infrastructure. Investors are racing to secure exposure across regions with scalable power, connectivity, and supportive policy. In parallel, AI is changing business models across private capital, impacting capital allocation and returns. How far are we in the AI adoption curve and how to distinguish reality from hype. Investors are racing to secure exposure across regions with scalable power, connectivity, and supportive policy.
Which markets are emerging as global hubs, and how are investors diversifying geographically?

Private Credit and Direct Lending have become core pillars of the global financing landscape, driven by bank retrenchment, tighter regulation, and growing sponsor demand for flexible capital solutions. As the market rapidly matures and competition intensifies, investors are increasingly focused on maintaining underwriting discipline, pricing integrity, and covenant quality while continuing to deploy capital at scale.

This panel will explore how leading private credit platforms are sustaining attractive risk-adjusted returns by identifying market dislocations, executing with conviction, and dynamically rotating capital across portfolios. The discussion will also examine what differentiates top-performing lenders in sourcing proprietary opportunities, structuring resilient deals, managing downside risk, and navigating an evolving credit cycle.

The next phase of infrastructure investment will be shaped by electrification, grid modernisation, renewables, storage, nuclear, and energy security. As demand rises from AI, industry, cities, and decarbonisation, investors are moving beyond single-asset exposure toward diversified platforms that can support the future energy system. Infrastructure fundraising and investor demand remain strong, especially around energy transition and data centres.