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VIRTUAL EVENT • MAY 6, 2026

A VIRTUAL FORUM HOSTED BY MARSHALL & STEVENS

The 2026 Energy Forum

Virtual Event 10-11:30am PT / 1-2:30pm ET MAY 6, 2026 Six Senior Industry Leaders

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The energy investment landscape is being repriced, restructured, and reallocated in real time.

 
Join senior leaders from private equity, domestic and international energy development, data centre infrastructure, regulatory policy, and project finance law for a live, unscripted conversation about what's really happening, and what it means for the decisions in front of you.
 
Wed, May 6, 2026
10-11:30am PT / 1-2:30pm ET
Virtual Event
ai-infrustructure

Why it’s the perfect time for this conversation

Energy is no longer a low-cost input or an ESG consideration. In 2026, energy is a constrained strategic infrastructure resource, exposed to grid bottlenecks, AI-driven demand shock, volatile geopolitical supply chain risks, and unreliable federal policy in active flux.

For developers, investors, and advisors, the question is no longer how clean an asset is, but whether it is reliable, financeable under a new set of rules, and deployable within near-to-midterm timelines.


This forum brings together six senior practitioners, representing the full energy-capital ecosystem, for a moderated live dialogue. It's the macro view. In 90 minutes. From the people living it.

The Speakers

Meet the Panel

JGeraghty Headshot Jul 2020 1

John Geraghty

Energy & Infrastructure National Practice Leader, Marshall & Stevens

yumna_cheema

Yumna Cheema

CFA, Principal, Global Infrastructure Partners (GIP)

Bobby-Majumder

Bobby Majumder

Partner, FBT Gibbons

ken_malik

Ken Malik

Head of Project Development, Grupo Cobra

dr-brent-nelson

Dr. Brent Nelson

Senior Managing Director of Markets and Strategy, Ascend Analytics

fahad_siddiqui

Fahad Siddiqui

Director Structured Finance, TotalEnergies

WHAT’S ON THE TABLE?

01

The Reliability-First Reset

Tolerance for intermittency is narrowing. With AI and data center demand driving an urgent need for immediately dispatchable power, the debate has shifted: is solar + storage still a viable capacity solution, or has the market moved decisively toward gas and micro-nuclear? And what does the nuclear timeline actually look like against near-term demand?

02

Capital Reallocation

Global energy majors are reassessing their renewables exposure. Tax equity markets built on IRA-era credits face legislative uncertainty. Is intermittent generation without collocated storage still financeable in three to five years, and where does replacement capital flow if it isn't?

03

Regulatory Impacts: OBBBA and Beyond

FEOC supply chain schedules, state-level incentive responses, and the influence of the banking lobby on federal tax credit priorities are creating a complex and fast-moving compliance environment. What are the practical implications for projects in development today?

04

The Data Center Power Crisis

Hyperscalers need power at a speed and scale the grid wasn't built for. Does LCOE still matter when the capital behind AI deployment is effectively unconstrained? And does behind-the-meter distributed generation represent a structural shift — or a bridge while the grid catches up?

Who Should Attend?

Built for decision-makers across the energy investment ecosystem.

Energy Developers

Independent power producers, utility-scale developers, and hybrid energy companies evaluating pipeline viability and capital strategy in a reliability-first market

Infrastructure & Data Center Investors

PE firms, infrastructure funds, and data center investors underwriting energy assets or procuring power at scale

Energy & Infrastructure Attorneys

Partners and senior counsel advising on project finance, FEOC compliance, and regulatory exposure

PE and Fund Principals

Investment leaders with energy allocation decisions that depend on understanding where capital and policy are actually heading

  • Days
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May 6, 2026 10-11:30am PT / 1-2:30pm ET

“Help Shape The Conversation”

This isn't a broadcast. Before the forum, registered attendees are invited to submit the questions that are most pressing for their business, on capital, policy, development, or anything else on the agenda. The moderation team will weave the highest-priority questions directly into the panel discussion.
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Reserve Your Front-Row Seat

Registration includes access to the live forum, the ability to submit questions in advance, and post-event access to key takeaways.
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