2026
OIC ONE Forum
on Innovation in Infrastructure

2026 OIC ONE Forum on Innovation in Infrastructure

September 29 - October 1, 2026

Participants 2026

At OIC, we're proud of our investments and their role in building sustainable infrastructure. We also value being part of a community of industry leaders focused on advancing technological, environmental and social innovation in infrastructure.

So, for the past three years, we've hosted the OIC ONE Forum on Innovation in Infrastructure, a small gathering of partners, friends, entrepreneurs and other sector leaders and experts — people as passionate about their work as we are about ours. Inspired by companies from within our portfolio, we’ve hosted the OIC ONE Forum in Newport, R.I., Atlanta, GA, and Denver, CO. At this intimate event, everyone is a participant, sharing unique perspectives grounded in real-world experience.

We've found that these conversations help deepen existing relationships and forge new ones while sparking actionable insights and ideas. Judging from the feedback we’ve received, our guests have felt the same way.

This year, we are pleased to invite you to join us for the fourth annual OIC ONE Forum on Innovation in Infrastructure, in Santa Monica, CA from September 29 - October 1, 2026. You can RSVP here

2026 OIC ONE FORUM on INNOVATION in INFRASTRUCTURE – Fill out form

Please join us in Santa Monica as we dig in, speak up, and explore common ground and future opportunities for innovation in infrastructure.

We look forward to seeing you in Santa Monica!

Gerrit Nicholas

AGENDA

DAY 1: TUESDAY, SEPTEMBER 29

11:00 AM - 1:00 PM
Guests arrive at Casa del Mar
Hotel Check-In is located in the lobby.
Check-in for the event is located in the Colonnade Foyer.

11:00 AM - 12:45 PM
Optional Lunch
Offered on the Colonnade Terrace.

1:00 PM
Official Start to the 2026 OIC ONE Forum
Hosted in the Colonnade Ballroom. Refreshments offered.

1:00 - 1:15 PM
Welcome Remarks from Gerrit Nicholas

1:15 - 2:15 PM
The Iran War and the Global Energy Balance
A conversation about chokepoints, adaptability, and the price of energy security.
- Presented by Jeff McDermott and Ed Miller

2:15 - 3:30 PM
What We Keep Getting Wrong (and Right) about China: Lessons Learned from Five Decades of Engagement.
- A conversation with Stephen Orlins

3:30 - 4:00 PM
Coffee and Conversation

4:00 - 5:00 PM
Over-Hyped or Under-Rated?
A rapid-fire assessment of which infrastructure and energy trends are legit—and which may soon be gone with the wind—according to your votes.
- Teams featuring Nicolas Albrecht, Ariel Burt, Glen Davis and Vic Shao.
- Moderator – Jeremy Glick

5:00 - 6:30 PM
The United States and the Future of the Global Order: A Conversation with Ambassador Nicholas Burns and Gerrit Nicholas

6:30 - 7:30 PM
Sunset Cocktails
Hosted on the Colonnade Terrace.

7:30 - 9:30 PM
Private Dinner at 1Pico
Located inside Shutters on the Beach.

DAY 2: WEDNESDAY, SEPTEMBER 30

5:50 - 6:45 AM
Beach Yoga

5:50 AM
Beach Yoga Participants Congregate
Participants to meet instructor in the hotel lobby before heading to the beach. Yoga matts will be provided.

6:00 - 6:45 AM
Beach Yoga In Session

6:00 - 7:20 AM
Grab & Go Breakfast
Hosted in the Crimson Room.

7:20 AM
Guests to Board Buses

7:30 - 10:00 AM
Travel to Grapevine Renewable Fuels Refinery
Snacks and refreshments will be offered. Bathrooms will be available.

10:00 - 10:20 AM
Welcome and Introduction to the Grapevine Renewable Fuels Refinery
Hosted at the Refinery.
Refreshments will be offered.

10:30 - 11:00 AM
Tour of the GV Energy Renewable Fuels Refinery

11:00 - 11:30 AM
Catered Lunch
Hosted at the Refinery.

11:30 AM - 12:15 PM
New Uses for Old Infrastructure
How to know when rebuilding makes more sense than starting fresh—and where the opportunities are.
- A talk by David Marchese

12:15 - 2:45 PM
Travel to Sony Pictures Studios
Snacks and refreshments will be offered. Bathrooms will be available.

3:00 - 3:10 PM
Welcome to Sony Pictures Studios!
Hosted in the Scenic Arts Building. Refreshments will be offered.

3:10 - 4:20 PM
The Myth of the AI Bubble
Is today’s AI boom a rational buildout of a transformative technology or a classic investment bubble?
- A discussion with Timothée Fraisse and Steve Vavrik

4:20 - 4:45 PM
Coffee and Conversation

4:45 - 6:00 PM
What is Washington Thinking?
With the November elections fast approaching, will the Democrats take control of Congress? What is Donald Trump’s agenda for his final two years as president Washington insiders Brad Gentile and John Katko of HillEast Group share the scoop on what’s about to happen.

6:10 - 6:30 PM
Guided Tour of Sony Pictures Studios

6:30 - 8:00 PM
Sunset Cocktails
Hosted in Capra Park, Sony Pictures Studios.

6:40 - 7:45 PM
The AGI Chronicles: The Inside Story of the Race to Create an Artificial Superintelligence Author, Journalist and Podcaster Kevin Roose in conversation with Nazar Massouh