Neda Vakilian podcast on InsuranceAUM: Power Plays – How Insurers Can Invest in Growth Market Energy and Digital Infrastructure
Neda Vakilian, Managing Director and Head of the Capital Solutions Group at Actis, and David Swift, Managing Director, Head of Capital Solutions for Energy Transition at General Atlantic, joined Stewart Foley on the InsuranceAUM podcast to discuss why insurance capital should look to growth market energy and digital infrastructure.
The conversation explores the alpha potential of growth market energy and digital infrastructure compared with developed markets, the gap between perceived and underwritten risk and how disciplined local execution can narrow it, and how sustainability can strengthen returns.
Click here to listen to the full episode and here to listen to it on Apple Podcasts.
Disclaimer
Performance not guaranteed: Any forward-looking statements, forecasts, estimates, projections, valuations or results in this Podcast are based upon current assumptions, may be simplified and may depend upon events outside of the control of the Actis group and Actis does not undertake any obligation to update them. Changes to any assumptions may have a material impact on forward-looking statements, forecasts, estimates, projections, valuations or results. Actual results may therefore be materially different from any forecasts, estimates, projections, valuations or results in this Podcast. We therefore wish to caution you against placing undue reliance on any forward-looking statements, forecasts, projections, valuations or results contained herein. These assumptions and judgements may or may not prove to be correct and there can be no assurance that any estimates, targets or projections are attainable or will be realised. Actis does not assume responsibility for verifying any of such statements, targets, estimates and projections. Accordingly, (subject as aforesaid) neither Actis nor any of its affiliates, directors, partners, employees or advisers nor any other person, shall be liable for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on any statement in or omission from this Podcast and any such liability is expressly disclaimed. Notwithstanding the foregoing, Actis reserves the right to amend or replace this Podcast at any time. References to ‘low risk’ does not guarantee against risk and does not protect against losses.
Market view: General discussions contained in this Podcast regarding the energy and digital infrastructure in growth market represent the view of either the source cited or Actis. Such information is not research and should not be treated as research and is included in order to provide a framework to assist in the implementation of a recipient’s own analysis and a recipient’s own views on the topic discussed. Moreover, there is no assurance historical trends will continue. Historic market trends are not reliable indicators of actual future market behaviour or future performance of any particular investment which may differ materially and should not be relied upon as such. Nothing contained herein is intended to predict the performance of any investment. There can be no assurance that actual outcomes will match the assumptions or that actual returns will match any expected returns. The information contained herein is as of February 2026 unless otherwise indicated, is subject to change, and Actis assumes no obligation to update the information herein.