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GCP Infrastructure Investments

Capital Markets Day 2025

In January 2025, GCP Infrastructure Investments Ltd hosted a Capital Markets Day. This year included insights into the evolving infrastructure investment landscape, featuring expert perspectives from the GCP Infrastructure investment team and key industry voices. The agenda covered critical topics, including performance, private credit opportunities and real asset case studies.

The slides are available below from each section, along with the full recording of the event.

Chairman introduction

At Capital Markets Day, Andrew Didham, Chairman of GCP Infrastructure Investments Ltd, provided an overview of the company’s strategic direction, market challenges, and opportunities ahead.

Update on GCP Infrastructure Investments Ltd

Phil and Max discuss how strategic capital allocation and sector shifts are shaping the future of Gravis’ investment portfolio.

Asset case study: Rooftop solar

Bianca discusses GCP’s involvement in the UK rooftop solar sector, which began with the introduction of the feed-in tariff in 2010.

Evero Energy

Elliot Renton, CFO of Evero Energy, shares insights on their innovative waste-to-energy power stations and the future of carbon capture technology.

Cost disclosure update

Baroness Bowles of Berkhamsted discusses her campaign for accurate cost disclosure in investment companies and the ongoing challenges of regulatory reform.

Private credit outlook

Albane discusses the growing opportunities in private credit within infrastructure, emphasising the benefits of decarbonisation, strong market fundamentals, and Gravis's expertise in securing attractive, long-term investments.

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