Panel: Pitching the Fund — What Infrastructure Investors Really Want (and What Kills the Deal)

17 Nov 2026

Capital for industrial energy projects has never been more abundant — yet deals collapse every day over avoidable mistakes. In this masterclass, the people writing the cheques explain what makes a project investable, what makes them walk, and how corporates can reach funds that were once out of reach.

  • Energy-transition funds sit on ~$92bn of dry powder, and energy and power need $23 trillion by 2040. If capital isn’t the bottleneck, why do so many industrial projects still stall?
  • Unrealistic demands, thin track record, no offtake certainty: what are the red flags that make an investor walk, and how do you design them out before you pitch?
  • Funds usually reach corporates via energy development companies. Would they ever back an industrial user directly — and what would it take to change that?
Speakers
Linh Pham
Linh Pham, Portfolio Manager - D R W Commodities