Underwriting The New Industrial Base

Underwriting The New Industrial Base will bring investors, founders, lenders, and public-sector leaders together in Washington, DC on September 16 for a focused discussion about financing the physical systems behind the next generation of American industry.

Why this roundtable matters

The capital needs behind AI, energy, advanced manufacturing, autonomy, biotechnology, and defense are increasingly physical. GPU clusters, modular reactors, domestic semiconductor fabs, autonomous fleets, and specialized production facilities require more than venture equity. They need structures that can account for long construction cycles, concentrated buyers, policy exposure, unconventional collateral, and technical risk.

Private Markets Forum is framing the conversation around the underwriting challenge: how private credit, venture capital, project finance, government programs, and strategic buyers can divide risk and build financing structures for assets that do not fit neatly into an existing box.

What will be discussed

• How to underwrite emerging industrial and infrastructure assets
• Collateral, offtake agreements, and revenue visibility
• The role of private credit, venture capital, and federal support
• Rating, syndicating, and owning novel asset classes
• Financing GPU clusters, modular reactors, domestic fabs, and autonomous fleets
• Risk allocation among founders, lenders, strategic buyers, and government

Who should attend

The roundtable is designed for venture and private-credit investors, infrastructure and project-finance professionals, founders building capital-intensive companies, government leaders, and operators working across industrial technology, defense, energy, compute, and biotechnology.

Event details

• Date: September 16, 2026
• Time: Begins at 8:00 AM ET
• Venue: Station DC
• Address: 1323 4th St NE, Suite 200, Washington, DC
• Host: Private Markets Forum, produced and hosted by Marc Andrew
• Registration: Apply through the official roundtable page

The organizer describes this as a curated roundtable. Participation details can change, so use the official application page for the latest information.