Infrastructure
Investor
Investor
Digital Infrastructure Forum Global Summit 2020
19 March 2020,
Hilton Hotel, Berlin
Informing infrastructure investors on digital investments
Hear from investors in this increasingly important sub-asset class. With the growth in data use globally, the fundamentals underpinning digital infrastructure investments are clear. Infrastructure investors have a crucial role to play and this event is the perfect place to discuss strategies for investing digital.
Who attends?
Fund Managers
Learn more about an emerging asset class. Find out whether telecoms towers, fibre-optic rollouts and data centres are really an infrastructure play. Meet investors looking to put money to work in a less frothy part of the market.
Investors
The infrastructure to support the storage and transmission of global data will represent a phenomenal investment opportunity, comparable to the ongoing decarbonisation of the energy mix. Investors will discover the potential of digital infrastructure is much more than a real estate play.
Service Providers
To meet and network with new business partners from every corner of the globe. Service providers will be especially interested in meeting the new funds active in this space. Colony Northstar and Digital Bridge; OPTrust, GIC and Mount Elbert Capital Partners’ and Helios Towers Africa are just three of the players.
Key themes for 2020
- Impacts of increasing 5G connectivity on the fibre investment market.
- Smart cities – transforming a metropolis through digital infrastructure.
- Connectivity and network models of the future and what they will mean for investors.
- Should investors aim higher on the risk curve? Embracing technology risk in a digital world.
- Converging asset classes – examining the synergies between data centres, towers and fibre.
- Impacts of increasing 5G connectivity on the fibre investment market.
- Smart cities – transforming a metropolis through digital infrastructure.
- Connectivity and network models of the future and what they will mean for investors.
- Should investors aim higher on the risk curve? Embracing technology risk in a digital world.
- Converging asset classes – examining the synergies between data centres, towers and fibre.
One Summit: Seven Forums
The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.
Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum.
Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.
The ESG & Sustainability Forum provides a place to showcase best practice and understand what good looks like from a sustainability perspective.
The Energy Transition Forum is the event to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition.
Analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.
World-leading infrastructure managers that attended last year include:
Testimonials
Lincoln Webb
Senior Vice President, BCI
If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.
Stephane Wattez-Richard
Executive Director, Conquest AM
The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.
Holger Haaf
Uniper
To meet so many people in such a short time is not possible without the Summit.
Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498
2020 Keynote speakers
Dr Ayesha Khanna
Co-Founder and CEO,
ADDO AI
Wiebe Wakker
Dutch Adventurer & Founder,
Plug Me In
Jussi Ahonen
Senior Investment Manager, Finnfund
Jussi works as a Senior Investment Manager at Finnfund, leading the origination and execution of Telecommunications, Technology, and Fintech -sector investments. Recent transactions include investments into Lebanese Telecom-ESCO company IPT Powertech… Read full bio
Matteo Andreoletti
Head of Infrastructure Equity, Whitehelm Capital
Matteo leads Whitehelm’s equity investment activities in Europe & North America and has over fifteen years of principal experience in infrastructure and real assets. At Whitehelm, Matteo has recently led the acquisition of SAE, a waste-to-energy busi… Read full bio
Canan Anli
Head of Business Development - ICT, Mubadala Investment Company
Canan leads business development efforts for Mubadala’s ICT unit. She has been with Mubadala for 9 years focusing on business development in various sectors including Semiconductors, Aerospace and recently Information and Communication Technology. Pr… Read full bio
Dmitriy Antropov
Senior Vice President, Partners Group
Dr. Dmitriy Antropov is Co-Head Private Infrastructure Integrated Investments, based in Zug. He is a member of the Private Infrastructure Investment Committee with a joint responsibility for managing Partners Group’s EUR 10bn infrastructure investmen… Read full bio
Oliver Bradley
Managing Director, Macquarie
Oliver Bradley is Managing Director at Macquarie Capital, the advisory, capital markets and principal investment arm of Macquarie Group. He leads the Digital Infrastructure Investment strategy, which invests directly in and supports the growth of com… Read full bio
Roxanna Cieplinska
VP of Hyperscale Sales, International - e-shelter | NTT
Roxanna, based in San Francisco, California, has more than 15 years of telecommunication and data center industry experience with extensive cloud services knowledge. Prior to joining e-shelter, Roxanna worked for Bridge Data Centres as VP of Sales fo… Read full bio
Uwe Fleischhauer
Managing Director, YIELCO Investments AG
Uwe Fleischhauer, born 1964, is Founding Partner and Managing Director of YIELCO Investments AG, Munich (Germany) – YIELCO, established in 2011, is an innovative alternative investment boutique with focus on the asset class Infrastructure as well as… Read full bio
Stefan Franssen
Geschäftsführer, Investment42
Stefan has been active in financial services since 1999 initially focusing on M&A and from 2002 onwards on private equity, with over fifteen years’ experience in telecoms, media, information technologies and services. Prior to founding investment42 i… Read full bio
Matthias Hamel
Partner and Managing Director, Solon Management Consulting
Matthias Hamel focuses on strategy development for European and Global telecommunication companies and transaction advice for leading International investors. He covers mobile, fiber, cable, data center, cloud / SaaS, and selected media clients. His… Read full bio
Ayesha Khanna
Co-Founder and CEO , ADDO AI
Dr. Ayesha Khanna is Co-Founder and CEO of ADDO AI, an artificial intelligence (AI) advisory firm and incubator. She has been a strategic advisor on artificial intelligence, smart cities and fintech to clients such as SMRT, Singapore's largest public… Read full bio
Dr. Bernd Kreuter
Managing Partner, Palladio Partners
Dr. Bernd Kreuter is a Managing Partner and the cofounder of Palladio Partners. He has extensive experience in all areas of institutional asset management. For many years, he worked for a leading German consulting company, assisting German institutio… Read full bio
Paul Lam
Strategy Officer – Digital Infrastructure and Technology, Asian Infrastructure Investment Bank
Paul Lam is an international investment and digital technology specialist, who has worked in UBS AG (London), World Bank Group (Washington D.C.) and CDC (London, UK government owned private equity firm). He is currently leading the development of the… Read full bio
Carlo Maddalena
Senior Portfolio Manager Infrastructure, APG Asset Management
APG Asset Management manages pension assets of approximately €520 billion (as of Q2 2019) on behalf of its Dutch pension funds. APG has been an active infrastructure investor since 2004, investing approximately €15.0 billion to date and managing more… Read full bio
Cara Mascini
CEO, EdgeInfra
Cara is a seasoned business executive with over 20 years of experience in the telecommunications and internet industry. Before founding EdgeInfra she had various executive roles in marketing, product management and innovation with Eurofiber Group, Li… Read full bio
Alessandro Ravagnolo
Principal - Consulting, Analysys Mason
Alessandro is a Principal based in Analysys Mason's London office. He specialises in organic and inorganic growth strategies and has completed more than 60 transaction support assignments in the last 7 years. He is among the most sought-after tower e… Read full bio
Tony Rossabi
Executive Vice President and Chief Revenue Officer, TierPoint
With more than 20 years of experience in driving growth and innovation for technology and telecommunications enterprises, Tony Rossabi joined TierPoint as EVP and Chief Revenue Officer in May 2017. Tony is responsible for overseeing revenue growth, m… Read full bio
Darragh Stokes
Senior Managing Partner, Hardiman Telecommunications
Darragh Stokes is a Managing Partner and Director of Hardiman Telecommunications Ltd., (“HTL”), which he joined in 1998. HTL advises major investment banks, private equity funds and telecommunications carriers on Company Valuations, Flotations, Merge… Read full bio
Pontus Westerberg
Programme Manager, UN-Habitat
Pontus Westerberg leads the development of UN-Habitat's new innovation strategy and manages a variety of projects related to digital technologies, smart cities and urban planning. Since 2012, he has been the manager of Block by Block, a global progra… Read full bio
David Zimmer
Managing Director, inexio Informationstechnologie und Telekommunikation
David Zimmer (born in 1973) has been an entrepreneur since 1990. He is founder of inexio and responsible for the strategic business development, corporate communications and sale of telecoms activities within inexio. David Zimmer was ‘Entrepreneur of… Read full bio
View agenda page
Agenda
Day 1 - Thursday 19th
Digital Infrastructure Forum 2020
09:00 - 09:05
Chairperson’s welcome address
09:05 - 09:40
Converging sub-asset classes – examining the synergies between data centres, towers & fibre
- What are the market developments that are blurring the lines between these three assets?
- How is 5G in particular bringing the three closer together?
- Cost or revenue basis – are there true strategic synergies between these or is this simply a financial play? Do customers genuinely overlap?
- What impact should this convergence have on an investor’s approach to digital infrastructure?
09:40 - 10:20
Connectivity & network models of the future - what they’ll mean for investors
Dmitriy Antropov
- Small cell technology – driving network models & telco tower evolution as we head into the future?
- Considerations for low power wide area networks (LPWAN) – benefits they can bring in their application and for investors
- What other new models are there to consider? And what can investors do to educate themselves on these and open up new opportunities for themselves?
- How might regulation impact these connectivity models of the future?
10:20 - 11:00
Looking to the long-term in your investment approach when it comes to fibre
Oliver Bradley,
Alessandro Ravagnolo,
David Zimmer
- As the fibre market develops at speed, what can savvy investors do to evaluate regulatory risk in the long term?
- Overbuild risk considerations at a time when Europe looks to embrace increasing fibre rollout
- Assessing long-term market penetration when it comes to fibre and why investors must take this into account
- Various models to evaluate across Europe & beyond – market-based models, concession models, wholesale models, PPP’s and more
11:00 - 11:30
Coffee & networking
Digital Infrastructure Forum 2020
11:30 - 11:50
Case Study Presentation – Digital Infrastructure
This presentation will provide in-depth case study to a recently carried out digital infrastructure transaction
11:50 - 12:30
Smart Cities – Transforming a metropolis through digital infrastructure
Matteo Andreoletti,
Pontus Westerberg
- Defining smart cities – what are they and how do they relate to digital infrastructure?
- The early adopters – how are Toronto, Barcelona & other examples leading the way and what can others learn from them?
- The role of fibre and how digital infrastructure is applied
- State of play – how is deal flow maturing when it comes to smart city funds & investment?
- Partnering effectively with all parties to implement your smart city vision
12:30 - 13:00
Keynote Presentation – Smart Cities
Ayesha Khanna
13:00 - 14:00
Networking lunch with Energy Transition and Infrastructure Debt Forum attendees
Digital Infrastructure Forum 2020
14:00 - 14:35
Impacts of increasing 5G connectivity on the fibre investment market
Tony Rossabi
- How will developments & rollout of 5G globally in the coming months or years impact investment in fibre? Where does Europe stand compared to other countries & regions?
- Competition, regulation & market cannibalization – what impacts might it have on the network environment?
- Is 5G set to be a friend or foe to fibre when it comes to front-end payment?
- Assessing the knock-on effects of 5G for towers & data centres
14:35 - 15:10
Data centres: taking centre-stage?
Matthias Hamel
- Evaluating data centre’s recent performance – is it their turn to be the growth asset in the digital infrastructure market?
- How are edge computing & regional data centre trends pushing the agenda for growth and what opportunities are they presenting to investors?
- How will hyperscale, movement to the cloud and other factors define the future for data centres?
- Is Europe still playing catch-up to the US? And if so, how far behind do they remain?
15:10 - 15:45
Risk vs reward in emerging markets digital infrastructure
Jussi Ahonen
- A skewing of a traditional market model? How & why emerging markets might have gained a step on developed markets in digital infrastructure
- Opportunities in Asia, Africa and elsewhere – can they bring more reward than Europe & the US for investors?
- How should you go about evaluating country risk and increased market volatility in your investment decision-making process? And how do you truly balance risk and reward?
- Ensuring you take a holistic approach and consider the market maturity model as a whole – all the way through from developed to emerging
15:45 - 16:00
Coffee & networking break
Digital Infrastructure Forum 2020
16:00 - 16:20
Should investors aim higher on the risk curve? Embracing technology risk in a digital world
Uwe Fleischhauer,
Stefan Franssen
- The case for – why investors should embrace more technology risk in order to reap rewards
- Shaking off a debt-like mindset when it comes to digital infrastructure – what can European investors learn from their Asian counterparts?
- How are social-economic factors skewing investor attitudes and appetites in this environment?
- The case against – should investors indeed be particularly wary of risk in this lightning-paced investment market?
16:20 - 17:00
The importance of not being idle - maintenance considerations in digital infrastructure
- How does it compare across data centres, fibre and towers?
- How to get ahead through active management & investment in maintenance in order to create value and maximise returns
- Evaluating asset development, maturity & long-term reliability in your investment approach, in order to truly understand maintenance costs & revenue potential
- The increasing role of service providers in maintenance provision for digital infrastructure
17:00 - 17:00
Close of conference
Sponsorship Opportunities
The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.
For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498