Session 1: From Cyclical Trends to Long-Term Value Drivers: Where Private Capital Sees Opportunity Despite shifting political priorities, macroeconomic uncertainty, and periodic volatility in clean energy markets, private capital continues to back opportunities tied to energy, infrastructure, industrial transformation, and resource efficiency. The session will examine whether these themes have evolved beyond sustainability narratives to become fundamental drivers of long-term economic value creation and what investors across asset classes should be watching next. Speakers: Anya Levine - Head of Market Strategy at Morningstar Sustainalytics Anikka Villegas - Sr. Analyst, Fund Strategies & Sustainable Investing at Morningstar Pitchbook Cornelia Gomez - Global Head of Sustainability at General Atlantic Session 2: Beyond Commitments: How Capital Allocation Reveals Future Winners Private capital flows can help identify the themes shaping the next decade of economic growth. As policy signals evolve and climate commitments proliferate, investors are increasingly looking beyond targets and disclosures to understand where companies are directing capital. This discussion brings together asset owners and asset managers to explore how forward-looking indicators such as capital expenditure plans, stewardship activities, voting and engagement can help assess whether companies are investing for a resilient, competitive, and lower-carbon future. Speakers: Gregory Van Droogenbroeck - Chief Product Officer at Morningstar Sustainalytics Clark Barr - Head of ESG Methodology at Morningstar Sustainalytics Matt Goldklang - Climate Scientist and Head of RI Research at Man Group