January 21, 2026 | 12:00pm ET

The Evolving Geopolitical Landscape: Global Trade and Investment Implications

The era of U.S.-led globalization is undergoing a fundamental shift, with meaningful implications for investment opportunities in 2026 and beyond. The retreat from the free-trade principles that defined the last fifty years is raising complex questions around populism, wealth distribution, monetary policy, and innovation. What lessons from the traditional free-market model remain relevant, and how should investors interpret the changes underway?

Mike Dorrell, Chairman, CEO and Co-Founder of Stonepeak, will explore these dynamics and discuss their impact on the U.S. position within the global economy. He will be joined by Cyrus Gentry, CEO of SP+ INFRA, who will outline the investment opportunities emerging as a result of these shifts.

Join us as we examine the major forces that are redefining global markets.

    Speakers

    Michael Dorrell

    Chairman, CEO & Co-Founder

    Stonepeak

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    Cyrus Gentry

    Chief Executive Officer, SP+INFRA

    Stonepeak

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    On Demand Events

    Accepted for 1 CE Credit

    The Power of Private Infrastructure: Investing Behind Today’s Global Megatrends

    Private infrastructure has grown into a more than $1 trillion asset class, playing an increasingly critical role in both institutional and high-net-worth portfolios. As global megatrends reshape economies, infrastructure investment has never been more timely or important, sitting at the center of three transformative themes: digitalization, energy transformation, and the realignment of global supply chains. Join investment leaders from Stonepeak – the world’s largest independent infrastructure specialist – for a deep dive into the evolving private infrastructure investment landscape and the opportunities it presents. They will explore:

    Accepted for 1 CE Credit

    Capitalizing on Megatrends: Understanding Energy Infrastructure

    Global demand for more reliable, secure, and affordable access to energy is driving continued capital investment and innovation_._ This is demonstrated in the evolving array of energy sources that power our lives, from traditional energy assets like natural gas pipelines and power generation to renewable technologies like solar, wind, and battery storage. How is the energy investment landscape evolving and where are the most compelling opportunities, today?  Join investment leaders from Stonepeak – the world’s largest independent infrastructure specialist – for a deep dive into this sector. Co-Heads of Energy, Anthony Borreca and Michael Bricker, and Cyrus Gentry, Chief Executive Officer of SP+ INFRA, will share:

    Accepted for 1 CE Credit

    Capitalizing on Megatrends: Digital Infrastructure and the AI Era

    The digital infrastructure sector is experiencing rapid growth, driven by the rise of artificial intelligence (AI), accelerating data creation and the adoption of cloud computing. We have entered a new era, where AI is fundamentally reshaping society by automating tasks, transforming industries, and influencing our daily lives. Achieving the full promise of AI will require an unprecedented level of capital investment and, we believe, the infrastructure that powers AI represents a compelling investment opportunity. Join investment leaders from Stonepeak – the world’s largest independent infrastructure specialist – for a deep dive into the digital infrastructure sector. Andrew Thomas, Senior Managing Director, and Rashad Kawmy, Managing Director, Stonepeak Credit, will discuss:

    Accepted for 1 CE Credit

    Supply Chain Revolution: Understanding Transport and Logistics Investing

    Transport and logistics infrastructure underpin our economy and include the critical services that move goods and people seamlessly across the globe—including subsectors like shipping, ports, waste management, and cold chain logistics that bring food from the farm to your grocery store shelf. While the fundamentals of these businesses and assets make them inherently attractive investments in our view, post pandemic e-commerce demand and geopolitical shifts are creating a fundamental realignment of global supply chains that is driving significant additional opportunity for investment in the sector over the coming years. Join investment leaders from Stonepeak – the world’s largest independent infrastructure investment firm – for a deep dive into this sector.

    Discover the fundamentals of infrastructure investing

    Find out from Stonepeak’s senior team what makes infrastructure such an attractive asset class and the compelling case for private infrastructure investment today.

    Why infrastructure 

    Stonepeak Co-Founder, Chairman, and CEO Michael Dorrell and Co-Presidents Luke Taylor and Jack Howell share an overview of the defensive and predictable asset class that keeps our societies functioning, our economies growing, and our world moving.

    Why infrastructure 

    A deeper dive into the history and evolution of private infrastructure as an asset class, and the important role that infrastructure can play in a diversified investment portfolio.

    Why now

    Stonepeak Co-President Luke Taylor, Senior Managing Director Dan Schmitz, and Managing Director Cyrus Gentry explain why infrastructure investing has never been more timely or important given the capital required to replace or modernize the world's infrastructure, including across the digital, energy, and transport sectors.

    What makes infrastructure “infrastructure”?

    A closer look at the key characteristics that infrastructure assets typically exhibit and how they play out in practice through case studies on cold storage, LNG shipping, and data centers.

    Putting money to work in the real world

    Stonepeak is capitalizing on the estimated $100 trillion investment opportunity to replace and modernize the world’s infrastructure. Explore additional insights from our experienced investment team on the latest megatrends shaping the asset class.

    Digitalization

    Laying foundations for the AI frontier

    Andrew Thomas, Senior Managing Director and Head of Digital Infrastructure, Americas and Asia, explains how all players in the AI gold rush depend on the same infrastructure – advanced data centers and next-generation fiber networks – and how Stonepeak’s digital infrastructure investments underpin the AI revolution.

    Supply Chain Revitalization

    Investing in the journey, not the destination

    James Wyper, Senior Managing Director and Head of Transportation and Logistics, discusses the evolving dynamics and consumer expectations driving enormous investment opportunity in the transport and logistics sector, and Stonepeak’s deep experience investing in assets that form the backbone of the global economy.

    Energy Transformation

    Turning waste into wealth

    Anthony Borreca, Senior Managing Director and Co-Head of Energy, outlines the tremendous challenge and opportunity of meeting global energy needs, and highlights how we’re investing across the entire value chain to supply reliable and affordable energy – including renewable natural gas from dairy farms.

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