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Masterclass

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Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

Accessing this channel requires consent to share your details and viewing activity with sponsors.

Established over twenty years ago, Masterclass brings together senior investment professionals to examine current market themes in depth. Each programme delivers rigorous, research led discussion designed to support informed investment decision making and to meet Structured Learning CPD standards.

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Infrastructure Masterclass | February 2026

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Learning: Structured

Discover why infrastructure investing is entering a high-stakes era, where AI, renewables, and regulation collide, and missed trends could mean missed returns. 

Speakers:

  • Andrew Gill, Fund Manager, TIME Investments
  • David Bentley, Partner, ATLAS Infrastructure
  • Brian Sparkes, Managing Director, Equities, Nomura Asset Management

Learning Outcomes

  • The role of real assets as an inflation-hedge in portfolios
  • Why there is a gap between public and private valuations
  • Renewables: value or value trap