Susan McGeachie
CEO / Adjunct Professor (Climate Finance), Global Climate Finance Accelerator / University of Toronto
New
Private Markets
Private Markets
Investor Summit: North America
Book your delegate pass by 29 August & save $260
November 4-5, 2025
Convene 360 Madison Avenue, New York
The next generation of investments
The 3rd New Private Markets Investor Summit is the leading conference on thematic investing in private markets. Formerly the Impact and Transition Investor Summit, the event has evolved to reflect the growing complexity and opportunity in thematic investing.
From investing in energy resilience, reshoring, future of supply chains, circular economy, climate adaptation, and AI, 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 challenges 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.
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
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.
Who joins 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.
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 - 08:45
Networking breakfast and registration
Plenary
08:45 - 09:00
Chair’s opening remarks
09:00 - 09:45
Allocator perspectives - thematic investing in a complex world
John Goldstein,
Andrew Siwo
- How are investors integrating changing incentives, tariffs, climate and AI into their investment strategy?
- What’s most important to allocators right now?
- What opportunities is private capital particularly well poised to capture?
- When looking at the investment landscape as an LP, what is the good, the bad and the ugly?
- Are LPs building portfolios for the right future?
John Goldstein, Global Head of Sustainability & Impact Solutions, Asset & Wealth Management, Goldman Sachs
Andrew Siwo, Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
09:45 - 10:30
How to address private markets’ liquidity problem
- For how much longer will private markets’ liquidity situation remain tight, is there thaw in sight?
- What’s next in private market liquidity management?
- Are continuation vehicles a bridge or a band-aid?
- What other structures are helping investors with their need for liquidity in the current market environment?
10:30 - 11:00
Networking break
11:00 - 11:40
Reshoring, post-globalisation and domestic supply chains
- What is the future of manufacturing in the US?
- How is advanced industrial manufacturing unfolding?
- Where are investors finding opportunity in reshoring and which sectors are set to benefit most?
- How are geopolitical and trade shifts creating opportunity in domestic supply chains?
11:40 - 12:20
Future of US energy - Investing in energy security and resilience
- Unprecedented demand load is coming, can supply keep up?
- How should investors think about “clean electrons” vs “clean molecules”?
- Can climate-conscious investors back AI and still meet decarbonisation goals?
- Where are the investable opportunities in battery storage, grid optimization, power transmission, storage, and reliability?
- How are corporates solving their own energy security—and can investors follow?
12:20 - 13:00
Investing in a safe and just AI transition
- 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?
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
Future energy: Grids, batteries, efficiency and beyond
Mike Fang
- 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?
- Is nuclear (fusion, fission, SMRs) finally entering the investable conversation?
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
14:50 - 15:35
Workforce and skills: investing in labour in the AI age
- What is the future of human labour?
- Where are the most significant labour gaps?
- 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
Seatbelt and airbags: investing in 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?
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
The new frontiers of health investing
Michael Chang,
Eunice Chapon
- What role do investors (vs policymakers) have to play in the betterment of health systems?
- What are the emerging themes in women’s health?
- How has AI impacted the landscape of investments across the health spectrum e.g. in drug discovery, assisting doctors’ decision-making, hospital management etc?
- What are the opportunities in biotech, wellness, and ‘health span’ investing?
Michael Chang, Managing Director, Global Health Investment Corporation (GHIC)
Eunice Chapon, Director, Impact, BrightEdge – American Cancer Society
14:50 - 15:35
Investing in inequality solutions: overview of the best and brightest opportunities
- Can investments target the root causes of social issues, instead of the symptoms?
- What are the most transformative models or case studies of effective social impact around the North America?
- Is there a lack of replicability?
- To what extent are social investment opportunities emerging as a result of welfare institutions retreating?
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
Angelica Nikolausson
- 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?
Angelica Nikolausson, Managing Director, Impact Investments, Global Endowment Management
16:00 - 16:45
Nature strategies: what’s investable?
Kim Foley
- 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?
Kim Foley, Associate Director of Investor Relations, New Forests
16:50 - 17:35
Future food systems: an investors’ guide
Lila Preston
- 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?
Lila Preston, Head of the Growth Equity, Generation Investment Management
End of Day 1
17:35 - 18:35
Evening networking reception
Agenda
Day 2 - Wednesday 5th
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?
- How are investors managing risk and uncertainty?
08:30 - 09:45
Workshop #2: How to build a good impact strategy
Anna Goldstein
- 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?
Anna Goldstein, Chief Program Officer, Prime Coalition
08:30 - 09:45
Workshop #3: LP workshop: allocating in the coming decade
Priya Parrish
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?
Priya Parrish, Partner, Chief Investment Officer, Impact Engine
10:00 - 11:15
Workshop #4: Managing physical risk - how to prepare for a 2-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?
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: First-of-a-kind projects: how to de-risk and realise innovation
James Lindsay,
Susan McGeachie
- What are the ingredients to success with first-of-a-kind projects?
- What’s worked (or failed) in project execution?
- What are the right capital stacks for early infra?
- How do you assess project risk on things like geothermal, SMRs, or DAC?
- Can corporate partnerships unlock deployment at speed?
James Lindsay, Director, Investments, Builders Vision
Susan McGeachie, Co-Founder & Managing Partner, Global Climate Finance Accelerator
11:15 - 11:30
Break
11:30 - 12:30
Workshop #7: Fundraising strategy: fund labelling, structures and positioning
Angelica Nikolausson
- What alternative fund structures are more appropriate (e.g. evergreen models) for thematic investing?
- What are the language options that make most sense in terms of fund branding (‘Mission aligned’, ‘Transition’, ‘Impact’, ‘Inclusive Growth’, etc)?
- What themes and specialisms are garnering most interest from LPs?
- Is specialisation now table stakes?
- What’s the right team, and track record mix, to raise in the current market?
Angelica Nikolausson, Managing Director, Impact Investments, Global Endowment Management
11:30 - 12:30
Workshop #8: A how-to guide - creating liquidity solutions
- How are funds meeting LP needs for liquidity?
- What are the best practices to executing continuation funds?
- What other creative liquidity solutions exist and how are they being applied?
- What resources and which partners can assist in liquidity management?
11:30 - 12:30
Speed networking
In this session we’ll have speed networking between conference delegates.
A great way to meet 6-8 new people with 4-minute per meeting.
Please note, places are limited and look out for our communication regarding how to sign up.
12:30 - 13:30
Lunch
Plenary
13:30 - 14:10
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 three 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.
14:10 - 14:30
Keynote
14:30 - 15:30
Debate: Climate-related investing in the US is now un-investable
This is an Oxford-style debate in which we’ll have two speakers for the proposition and two speakers against, with audience voting on their views at the start and at the end of the session. This session will also be off-the-record.
The political atmosphere has shifted considerably for sustainable investing since the start of the Trump administration’s second tenure in the White House. With the effective repeal of the Inflation Reduction Act and the passing of the ‘Big, Beautiful Bill’, and the resulting changes in tax incentives and subsidies, the viability of climate investment is being brought into question.
In this debate, we explore this drastic policy shift and the resultant fallout for climate, decarbonisation and electrification investing; asking what the future of climate-related investing is likely to be in the US. Will it continue as a going concern, and if so, in what form?
The debate session will explore questions such as:
- Will the rush to create energy supply (for AI datacentres etc) take a sustainable course?
- Are electrification-related investments facing too much political adversity to survive?
- What climate investment are resilient and above the political tumult?
- Which countries are likely to benefits from a US pullback in climate?
End of Conference
15:30 - 15:40
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
2025 speakers:
Raphaële Chappe
Director of Economic Research and Co-Founding Partner , Predistribution Initiative (PDI)
John Goldstein
Global Head of Sustainability & Impact Solutions, Asset & Wealth Management, Goldman Sachs
Scott Kalb
CEO, KLTI Advisors; Director, Responsible Asset Allocator Initiative, Fletcher School at Tufts; former CIO and Deputy CEO of the Korea Investment Corporation (KIC)
Susan McGeachie
CEO / Adjunct Professor (Climate Finance), Global Climate Finance Accelerator / University of Toronto
Andrew Siwo
Director of Sustainable Investments and Climate Solutions, New York State Common Retirement Fund
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
