Institutional  Investor Perspectives: Current demands vs. reliable long-term  ROI

15 Oct 2026
Capacity Europe: The Outlook (Sky Bar)
Investment, Finance & Market Dynamics

LPs from pension, sovereign wealth, private capital and insurance discuss amongst peers how they build conviction. Regulatory, geopolitical and data sovereignty pose risks - as do power shortfalls and increasingly complex fund structures, what factors will decide realistic ROI in the next 5-10 years and how these challenges can unlock new growth opportunities. 

  • How are LPs evaluating AI infrastructure risk vs opportunity? 

  • Is the GP-LP relationship shifting decisively to dedicated platforms?