New
Private Markets
Private Markets
Investor Summit: North America
November 4-5, 2025
Convene 360 Madison Avenue, New York
The next generation of investments
The 3rd New Private Markets Investor Summit: North America is the leading conference on thematic investing in private markets.
From investing in energy resilience, circularity, the ownership economy, climate adaptation, AI safety and assurance, to the future of supply chains, this is the event to make sense of a changing world as an investor.
We bring together 350+ top-tier fund managers and allocators for two days of networking, thought leadership on the most compelling opportunities to future-proof your portfolio, as well as how to navigate uncertainty in policy, liquidity and tech disruption.
Last year’s investor attendees included the likes of AlTi Tiedemann Global, APG Asset Management, CalSTRs, CPP Investments, CDPQ, J.P. Morgan Private Bank, MassMutual, New York State Common Retirement Fund, Rockefeller Foundation, and many more.
Secure your interest to be the first to receive the latest announcements as they’re released
Meet over 100 global investors, including:
2025 key themes
- Thematic investing in a complex world: How private markets are navigating policy, AI disruption, climate, and geopolitical risk
- LP priorities in a shifting era: What asset owners want now—and how they’re building resilient portfolios
- US energy transformation and security: Investing in future of electrons through grid modernisation, batteries, efficiency and beyond
- Rewiring global supply chains: Finding private capital opportunity in the age of post-globalisation
- AI safety and assurance: Investing in AI safeguards—from deepfakes to ethical cloud infrastructure
- Climate adaptation as an investment strategy: Where infrastructure, resilience, and returns intersect
- Labour in the AI age: The future of work, education and workforce development investing
- Circular economy 2.0: The next chapter for reuse, recycling, and sustainable consumption
- Democratising ownership models: Can equity in the workplace meaningfully address inequality?
- Impact, climate and mission-aligned debt strategies: The overlooked engine of impact in private markets
- Affordability investing: Tackling health, housing and cost of living through scalable models
- Liquidity in private markets: Secondaries, structures, and solutions to liquidity
World class speakers in 2025 included:
What can you expect at the New Private Markets Investor Summit?
Get access to forward-thinking allocators
Connect with 150+ institutional investors looking to increase their exposure to thematic investments.
Discover the latest investment themes
The event to make sense of a changing world, the agenda will deep dive into the investment themes of tomorrow from future energy, AI, circularity, future supply chains, and more.
Learn from your investor peers
The agenda has been designed for peer-to-peer learning with dedicated workshops on being an investor in the ‘post-globalised’ world, dealing with the changing policy environment, partnering with strategics, adapting to rapid tech disruption, liquidity solutions for funds, and more.
Pre-Event Resources
What to expect at the summit?
The New Private Markets Investor Summit provides a leading platform for institutional investors and allocators focused on thematic investing to connect with their peers, discover new opportunities and share best practices.
Past investor attendees include Align Impact, Alpha Square Group, AlTi Tiedemann Global, APG Asset Management, Archer Private Investments, Canada Pension Plan Investment Board, Caprock, CDPQ, J.P. Morgan Private Bank, Keller Enterprises, MassMutual, New York State Common Retirement Fund, QIC, Rockefeller Foundation, and many more.
What to expect at the Summit:
- Meet with the leading sector-specialist and thematic funds – network and arrange one-to-one meetings
- Networking with peers and other institutional investors – build your network of peers, understand their strategies, challenges and allocation approach to impact
- Get insight from the best in the market – take advantage of world-class speaking faculty to stay aligned with developments in the market
- Find investment opportunities across the market’s thematic sub-asset classes from future energy, AI, circularity, future supply chains, and more.
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for impact LPs, allocators and institutional investors to join the event.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a complimentary pass and a member of our team will follow up with you to confirm your eligibility.
New Private Markets Investor Summit
Our leading advisory board in 2024:
Andrew Lee
Managing Director, Global Head of Sustainable and Impact Investing, UBS Global Wealth Management
The 3rd New Private Markets Investor Summit will take place on
November 4 – 5, 2025
For more information regarding the agenda, please contact Boris Petrovic.
boris.p@pei.group | +44 (0)204 548 4494
View agenda page
Agenda
Day 1 - Tuesday 4th
08:00 - 09:00
Networking breakfast and registration
09:00 - 09:05
Chair’s opening remarks
Jennifer Kenning
Jennifer Kenning, CEO & Co-Founder, Align Impact
Plenary
09:05 - 09:50
Plenary #1: State of the market - Thematic investing in an increasingly complex world
- To what extent are corporate partnerships a source of opportunity for private market funds?
- What solutions are private capital particularly well poised to capture?
- What’s still investable in climate in the US?
- How are investors handling changing regulation, tariffs, climate and AI risks?
09:50 - 10:30
Plenary #2: Allocator outlook - LP priorities in a new era
- How are asset owners adapting to uncertainty?
- Are investors building portfolios for the right future?
- When looking at the investment landscape as an LP, what is the good, the bad and the ugly?
- How do the investment agendas of mission–aligned and mainstream investors differ at present?
10:30 - 11:00
Break
11:00 - 11:20
Keynote #1
11:20 - 12:00
Plenary #3: Future of US energy - Investing in energy security and resilience
- What is the next phase of energy system transformation?
- How are geopolitics and escalating energy security considerations by advanced economies impacting the investment opportunity set?
- Which aspects of the energy are underfunded?
- How is AI going to impact overall energy demand?
12:00 - 12:20
Keynote #2
12:20 - 13:00
Plenary #4: Decentralisation, post-globalisation and supply chains - the new megatrend?
- Are global supply chains set to fragment?
- How are investors finding opportunity in the ‘post-globalisation’ era?
- What are the key opportunities and risks of greater onshoring of production?
- How are geopolitics and tariffs likely evolve in the coming 5 years?
13:00 - 14:00
Lunch
After lunch the conference splits into three streams, the streamed sessions are designed for you to hear from best-in-theme managers and get detailed insights on the innovations, trends and investment opportunities on the horizon.
Stream A
14:00 - 14:45
AI safety and assurance
- As the world becomes ever more digitised, what is the investment opportunity set which is emerging in security and safety?
- Some leading impact investors have shifted their focus toward safeguards for tech, why have they done so?
- What are the risks of inaction on safety considerations in the tech sector?
- What is the opportunity set within this theme, in things such as AI safety, ethical cloud, deepfake detection, cybersecurity, privacy etc?
14:50 - 15:35
Hiring humans here: What will be the value of labour in the AI age?
- What is the future of human labour?
- How much have labour markets been altered by AI?
- How are funds active in the workforce development and education market faring?
- Where is the alpha and return opportunity for investors active in the education and future-of-work space?
16:00 - 16:45
Future energy: Microgrids, batteries, efficiency and beyond
- What are the PE opportunities in the future energy thematic?
- What are the opportunities in grid modernisation?
- How are critical mineral dependencies shaping investment risk and return?
- To what extent are distributed and decentralised energy solutions in the US going to take off?
16:50 - 17:35
Debt deep dive: The best of mission-aligned debt strategies
- What is the diversity of debt strategies in the market?
- How are mission aligned debt strategies distinct from mainstream strategies?
- What do debt strategies offer to investors currently, relative to equity?
Stream B
14:00 - 14:45
Investing in inequality solutions: overview of the best and brightest opportunities
- Can investing address the root cause of social issues?
- What are the most transformative models or case studies of effective social impact around the world?
- Is there a lack of replicability between countries and regions?
- To what extent are social investment opportunities emerging as a result of welfare institutions retreating?
14:50 - 15:35
Aging society and the longevity economy
- What are the investment opportunities in an aging society?
- What is the range of asset types in the ‘aging economy’?
- Are there any concrete visions in terms of how societies can provide a better life for older people?
- Beyond aging society: what are the opportunities in biotech, wellness, and ‘health span’ investing?
16:00 - 16:45
Growing and democratising ownership
- To what extent is ownership a scalable means to addressing inequality?
- Is employee ownership growing?
- What are the case studies from some of the pioneer investors that have ownership within their theory of change?
- Can investments focused on ownership attract more allocation?
16:50 - 17:35
Affordability as an investment theme: cost of living, housing and health
- How are investors tackling affordability of living issues?
- Which technologies and models are providing the most real-world impact?
- To what extent are issues in affordability of health and housing likely to evolve?
- How can solutions to affordability issues be financed and scaled?
- Where is scalable impact emerging in behavioural health, therapy access, and diagnostics?
Stream C
14:00 - 14:45
How to invest in climate adaptation
- As climate change becomes more palpable, is it time for a heavy pivot to adaptation (away from mitigation)?
- Is climate adaptation largely an infrastructure investment play?
- What are some of the best examples of climate adaptation solutions around the world?
- What are climate resilience investors going after in terms of asset selection?
- Water scarcity: what opportunities are emerging in water tech, access, purification, and infrastructure?
14:50 - 15:35
On the up: The next phase of circularity investing
- How is circularity, as a trend, evolving?
- What technologies and innovations are driving progress in materials recycling and reuse?
- What are the regulatory trends in sustainable consumption and waste?
- Is corporate interest and investment in circularity likely to grow?
16:00 - 16:45
Nature strategies: what’s investable?
- What are the fundamentals driving viability of natural capital as investments?
- Is it possible invest meaningfully in nature via growth strategies?
- How are managers active in the market deploying their capital?
- Is the term ‘natural capital’ being abused?
- How credible are nature-based and tech-based offset solutions?
16:50 - 17:35
Future food systems
- How are food supply chains likely to be impacted by climate change?
- What’s new in food system investing?
- What are leading corporates doing about food supply chain resilience, and what opportunities does it present to PE funds?
- What should genuinely excite in regenerative agriculture and soil health?
Networking
17:35 - 18:35
Evening networking reception
Agenda
Day 2 - Wednesday 5th
Breakfast
07:00 - 08:30
Networking breakfast and registration
Morning Workshops
08:30 - 09:45
Workshop #1: Being an investor in the ‘post-globalised’ world
- Which types of investors and skill sets are most likely to thrive in the new world order?
- How are investors finding opportunity in de-globalisation?
- What types of sectors and business models are best prospects in the medium-term?
08:30 - 09:45
Workshop #2: How to build a good impact strategy
- How are leading mission-aligned funds demonstrating and executing their impact?
- What are the pillars to a credible impact strategy?
- What is part of a well-thought-out theory of change?
- Should your fund have third-party verification mechanisms to impact claims?
- How are the concepts of intentionality and additionality, double materiality being applied practically?
08:30 - 09:45
Workshop #3: LP workshop: allocating in the coming decade
LP-only session
- How is the skill set of being an effective allocator changing?
- What filters are investors using to screen bad investments?
- Which sectors, themes and strategies are most appealing at present, and why?
- How are different investors doing due diligence?
10:00 - 11:15
Workshop #4: Adapting to AI and rapid tech disruption
- How quickly is the economy changing due to AI?
- What can funds do to get ahead of the disruption curve?
- How are investors looking to keep pace with tech-enabled change?
- How can impact funds get exposure to AI?
10:00 - 11:15
Workshop #5: Aligning with corporate strategics: priorities, fundraising and exits
- Which issues are corporates most focusing on now?
- How can private market investors best partner with corporates in different sectors?
- To what extent are corporates a good source of exits?
- What are the best practices in fundraising from corporates?
- What are the special considerations when engaging with the corporate as a partner?
10:00 - 11:15
Workshop #6: Managing physical risk - how to prepare for a 3-degree world
- How can investors move from reactive to proactive physical risk strategy?
- Should investors be preparing for a two- or three-degree scenario?
- How is the science of scenario analysis evolving – is it accurate and actionable for investors?
- How ready are investors for the physical effects of climate change?
- Is it possible to accurately assess exposure to existing portfolios?
11:15 - 11:30
Short break
11:30 - 12:30
Workshop #7: Fit for the times: fund labelling, structures and positioning
- Do traditional fund time horizons work for thematic investing?
- When are alternative fund structures more appropriate (e.g. evergreen models)?
- What are the language options that make most sense in terms of fund branding (‘Mission aligned’, ‘Transition’, ‘Impact’, ‘Inclusive Growth’, etc)?
- What are the regulatory developments that have implications for fund marketing and naming?
- What themes and specialisms are garnering most interest from LPs?
11:30 - 12:30
Workshop #8: How to address private markets’ liquidity problem
- How significant is the liquidity problem in private markets more widely?
- What other structures are helping investors with their need for liquidity in the current market environment?
- Are secondaries a good solution to the liquidity problem?
- What’s next in private market liquidity management?
- When are secondaries, continuation funds, and creative liquidity solutions appropriate?
11:30 - 12:30
Elevator pitches: The best up-and-coming managers
In this session you’ll be hearing from some of the most innovative and exciting emerging managers in North America.
We’ll hear a set of 5-minute pitches from five of the most exciting managers we’ve found in the market, followed by an open Q+A with the speakers facilitated by the chair.
We are committed to providing a platform for new managers that are doing exceptional work.
12:30 - 13:30
Lunch
Plenary
13:30 - 14:00
Day two keynote
14:00 - 15:00
Plenary #5: Seatbelts and airbags: Investing in a safe and just AI revolution
- How can the vast productivity gains from AI be democratized?
- How can investors direct funding to help manage societal and economic disruption brought on by AI?
- What are the risks of inaction on safety considerations in AI?
- How can funds ensure ethical alignment of AI investments?
End of Conference
15:00 - 15:05
Closing remarks
Network with the global transition investment industry
The New Private Markets Investor Summit is one of the highest-quality networking meetings for fund managers and allocators focused on transition, impact and sustainable outcomes investing. Join 350+ attendees in New York for two days of networking at the must-attend event for sustainable investment professionals.
The in-person networking experience
Meet investors focused on transition, impact and sustainable outcomes investing
Network with active investors in the industry. Benefit from our expansive global investor community who will be in attendance throughout the summit.
Network in-person in New York
Connect with your peers at interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts.
Build new connections
Past attendees include Align Impact, APG, Apollo Global Management, Bain Capital Double Impact, Blackcorn Ventures, Caprock, Carlyle, CDPQ, Closed Loop Partners, Energy Impact Partners, Glenmede, Global Endowment Managment, Keller Family Office, Manulife, North Sky Capital, QIC, Stepstone Group, UBS Global Wealth Management and many more.
Testimonials from attendees
Operating Principles for Impact Management
Diane Damskey, Head of Secretariat
The event gathered some of the top names in impact investing and covered key topics to promote the understanding and growth of this market. The organization and…
SV Health Investors
Hannah Maunder, Investor Relations and Communications Associate
The Impact Investor Global Summit provided a huge amount of clarity on all things impact investing and did so in an engaging and enjoyable way.
FSN Capital Partners
Pål Dale, Senior Director, Business Development
All in all, the event provided a rich and detailed snapshot of the state of the impact investment industry, as of 2021.
The New Private Markets Investor Summit will take place on 4 – 5 November 2025.
For any queries related to speaking opportunities, please contact Boris Petrovic.
boris.p@pei.group | +44 (0)204 548 4494
2024 speakers:
Susan McGeachie
CEO / Adjunct Professor (Climate Finance), Global Climate Finance Accelerator / University of Toronto
Sponsorship opportunities
Position your company to be front and center of the impact, transition and sustainable investment market in North America in a gathering of leading fund managers and institutional investors.
Sponsorship gives you the opportunity to:
- Level up your fundraising – network with private market investors looking to allocate towards impact and sustainable investment funds
- Discover brand opportunities to position your funds to maximum brand awareness
- Present your solutions to a room full of a senior decision-makers at the leading impact funds in the US and Canada
For more information on available sponsorship opportunities please contact tyler.m@pei.group | +1 646 795 3279
2024 sponsors
The New Private Markets Investor Summit will take place in New York on November 4 – 5.
For any queries related to speaking opportunities, please contact Boris Petrovic.
boris.p@pei.group | +44 (0)204 548 4494
Speakers in 2023 included:
