Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets EQT's Lennart Blecher - active ownership of real assets
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Mar 12, 2026 Lennart Blecher, Deputy Managing Partner and Chairperson of EQT Real Assets, former ABB and GE leader with a law background. He talks about founding EQT Infrastructure, the rise of infrastructure driven by decarbonization and digitalization, the blend of energy and data center opportunities, and EQT’s hands‑on ownership model and global scale.
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From Judge To Infrastructure Builder
- Lennart Blecher shifted from law to building ABB's private-equity style infrastructure unit after Percy Barnevik asked him to move from legal to business leadership.
- He then joined EQT in 2007 to create an operational, value-add infrastructure strategy and scaled it from €1bn to €21bn by applying that model.
Megatrends Are Reshaping Infrastructure Demand
- Major megatrends — decarbonization, electrification, digitalization and AI — have created the largest commercial investment need since industrialization.
- EQT focuses on new infrastructure like renewables and digital assets (fiber, data centers) where private capital and operational skills are required to scale quickly.
Digital Infrastructure And Energy Converge
- Digital infrastructure and energy are converging because AI-driven data centers require massive power, creating integrated investment opportunities.
- EQT leverages ownership of both renewables and fast-growing data center platforms like EdgeConneX to combine capabilities.