11:30 - 12:15

EU priorities and the opportunities they create for equipment finance

Translating changing EU policy into real commercial opportunity

EU policy is shifting fast. Security, strategic autonomy, competitiveness, and economic resilience are front and centre, alongside a continuing push on green and digital transition. Hear where investment is encouraged, where public funding and guarantees flow, and where long-term capital expenditure will concentrate.

EU priority investment areas include defence and security industrial capacity (including dual-use technologies); clean energy and net-zero technologies; critical raw materials and circular-economy supply chains; digital and connectivity infrastructure such as cloud, data, AI-enabling assets and semiconductors; strategic manufacturing and industrial reshoring; water resilience and climate-adaptation infrastructure; and health, bio-technologies and life sciences.

Our panel of market leading lenders examines where they see the real opportunities emerging, and reveal how equipment finance can position itself to capture sustainable growth as EU priorities reshape the investment landscape.

In this session, you will:

Learn which EU priority investment areas matter most for equipment finance, and how they translate into concrete, financeable lending opportunities.
Understand how EU policy, funding, and regulation are shaping risk, returns, and growth across equipment finance portfolios.
Identify where to focus origination, partnerships, and product development to align commercial growth with EU priorities and long-term market demand.

12:15 - 12.40

From partnerships to platforms: delivering as-a-service through collaboration

As partnership models evolve across equipment finance, the next challenge is execution. Moving from aligned interests to scalable, customer-ready solutions requires new ways of allocating risk, operating globally and integrating technology across complex ecosystems.

This session explores how as-a-service models are being delivered in practice through collaboration between banks, captives, OEMs and service providers. Using LIT as an example, the discussion examines how platform-based orchestration, alternative risk transfer and global operating models enable partners to support outcome-based customer propositions without compromising risk discipline or balance-sheet integrity.

In this session, you will: Find out how partnership models translate into scalable as-a-service offerings across multiple countries and customer segments. Learn how risk, performance and termination exposure can be reallocated — rather than avoided — to unlock new growth opportunities. Understand where banks, captives and independents can collaborate to access service-led demand without adding operational friction.

12:40 - 13.00

Circular economy at scale: profitability, policy and performance in asset-based services

As EU sustainability policy evolves under the Competitiveness Compass, circular economy models are being pushed from niche to mainstream. New initiatives — including the Circular Economy Act, revised public procurement rules and eco-design requirements — are intended to stimulate demand for reuse and recycling while simplifying sustainability reporting. However, inconsistencies across waste regulation, transport rules and finance frameworks continue to create uncertainty for businesses seeking to scale profitably.

This session examines how circular IT and asset lifecycle providers are responding to regulatory change, balancing sustainability objectives with margin discipline, operational complexity and customer expectations.

Understand how EU regulatory change is reshaping circular business models
Learn how practitioners are protecting margins while scaling circular services
Explore where regulation enables competitiveness — and where it still constrains growth

Leaders' Summit 2026 Agenda