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

    Cyrus Gentry

    Chief Executive Officer, SP+INFRA

    January 21, 2026 • 12:00pm ET

    The Evolving Geopolitical Landscape: Global Trade and Investment Implications

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