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:

Antin Infrastructure Partners
Arcus Infrastructure Partners
Ardian
BlackRock
DIF
Infracapital
InfraVia Capital Partners
Morgan Stanley
Northleaf Capital Partners
Antin Infrastructure Partners
Arcus Infrastructure Partners
Ardian
BlackRock
DIF
Infracapital
InfraVia Capital Partners
Morgan Stanley
Northleaf Capital Partners

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, Smart City Infrastructure Fund

Matteo leads Whitehelm’s equity investment activities in Europe & North America for economic infrastructure and digital investments. He is a partner of Whitehelm’s European Infrastructure Fund, a mid-market focused core infrastructure strategy, a… 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

Co-Head Private Infrastructure Integrated Investments, 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

Manuel Casanga

Director for Real Estate and Real Asset Investments, New York State Common Retirement Fund

Manuel Casanga joined the New York State Common Retirement Fund in 1997. He is the Director for Real Estate and Real Asset Investments. He’s been the Director for Real Estate Investments since August 2015, with further responsibility for Real Asset I… Read full bio

Phil Cooper

Director, Digital Infrastructure Accelerator

Phil Cooper is a Director of the Digital Infrastructure Accelerator. The DIA exists to help accelerate investment in emerging market digital infrastructure. Currently the DIA is working with digital infrastructure investors and owners in Asia, Africa… Read full bio

Manuel Etter

Head - Corporate Development, LOON

Manuel runs Corporate Development at Loon, where he primarily focuses on fundraising and acquisitions. Before joining Loon, he worked at SAP targeting Boards and C-levels of companies controlled by Private Equity funds, as well as projects backed by… 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

David Grain

Chief Executive Officer, Grain Management

David Grain is the Founder and CEO of Grain Management. He brings over 25 years of experience in industry and 15 years in private equity. David founded Grain in 2007, having formerly worked as a Communications industry operator, private equity operat… 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

Chris Hogg

Investment Director, Amber Infrastructure

Chris is an Investment Director at Amber Infrastructure focused on digital infrastructure opportunities across Europe, including fibre, data centres and towers across the UK, continental Europe, and Central and Eastern Europe. Chris joined Amber from… Read full bio

Alexandra Horn

Head of Support for SME's, German Institute for Standardisation

Alexandra Horn has been head of SME promotion at DIN since August 2019. Ms. Horn is committed to ensuring that SMEs have easier access to standardization and are actively involved in the processes. Ms. Horn was previously head of association cooperat… 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

Kristof Kostencki

Director - Infrastructure and Energy, Deutsche Bank

Kristof Kostencki is a Director on Deutsche Bank’s Global Credit Trading Platform in London and has 15 years’ industry experience. In his role, Kristof originates structured credit opportunities with institutional investors in the Infrastructure… 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 joined AIIB in 2018 and is currently leading the development of the Digital Infrastructure Strategy, which guides AIIB's engagements and investments in the sector. He has over 7 years of investment and corporate venturing experiences in technolo… Read full bio

Philippe Lefebvre

Head of Sector – 5G Deployment Strategy, DG CONNECT

Philippe Lefebvre is responsible for the Commission’s 5G deployment strategy including policy development and economic aspects, in particular regarding the implementation of the "5G Action Plan for Europe". Before his current position, he was respons… Read full bio

Steffen Leiwesmeier

Head of Financing Digital Infrastructure, Hamburg Commercial Bank AG

Steffen Leiwesmeier is heading the Financing Digital Infrastructure franchise of Hamburg Commercial Bank. He has over 20 years' experience in project finance. Coming initially from structuring the wide range of infrastructure such as PFI/PPP, Steffen… Read full bio

Carlo Maddalena

Senior Portfolio Manager Infrastructure, APG Asset Management

Carlo Maddalena is a Senior Portfolio Manager in the APG Global Infrastructure team, focussed on origination and asset management activities across the infrastructure sector. At APG, he is a core member of the Smart City Infrastructure Fund team. Pri… Read full bio

Steven Marshall

Chairman - Telecommunications, Cordiant Capital

Steven Marshall was President of American Tower’s U.S business; NYSE-listed AMT (market capitalisation $105 billion) pioneered the network-neutral telecoms infrastructure model. AMT’s U.S. business generated profits of $2.4 billion and undertook ~$12… 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

Maarit Palovirta

Director of Regulatory Affairs, ETNO

Maarit has an extensive expertise in telecoms, broadband and internet matters. She joined ETNO from the Internet Society, where she served as a Senior Manager Europe and where she has acquired strong experience of broadband policies as well as extens… Read full bio

Alessandro Ravagnolo

Principal - Consulting, Analysys Mason

Alessandro is a Principal based in Analysys Mason's London office. He specialises in advising on organic and inorganic growth strategies and has completed approximately 100 growth-related assignments. Alessandro has advised clients across numerous ge… 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

Wessel Schevernels

Senior Investment Director, Whitehelm Capital

Wessel heads the ongoing asset management of investee companies and is Whitehelm’s global head of Responsible Investing. He has extensive corporate experience in global energy and logistics markets, midstream and shipping industries, having worked ov… Read full bio

Dominik Schiener

Co-Founder and Chairman, IOTA Foundation

Dominik is a social entrepreneur and Co-Founder of the IOTA Foundation. He is focused on creating digital infrastructure that brings trust, data security and new business models. A global non-profit foundation incorporated and headquartered in German… Read full bio

Rick Shrotri

Managing Partner, Digital Alpha

Rick Shrotri has two decades of technology and telecommunications investment experience. Mr. Shrotri has led the fundraising, deal sourcing, and management of deals in Digital Alpha Fund I. He has built a global team for Digital Alpha with specialize… Read full bio

Simon Söder

Partner, Antin

Simon joined Antin in 2014 and was promoted to Partner in 2016 He holds board seats for Fund II portfolio company Eurofiber and for Fund III companies FirstLight, Lyntia and Sølvtrans. He previously held a board seat for Fund II portfolio company Roa… Read full bio

Steven Sonnenstein

Managing Director, Digital Colony

Steven Sonnenstein is a Managing Director at Digital Colony. He is an accomplished telecommunications infrastructure executive with over 20 years of global mergers and acquisitions, asset management and operations experience. Steven was most recently… 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

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
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Day 1
View agenda page

Agenda

Day 1 - Thursday 19th

Digital Infrastructure Forum 2020
08:45 - 08:55

Welcome from Infrastructure Investor

08:55 - 09:05

Chairperson’s welcome address

Darragh Stokes
A speaker photo for Darragh Stokes

Darragh Stokes

Senior Managing Partner, Hardiman Telecommunications

Read bio
09:05 - 09:50

Converging sub-asset classes – examining the synergies between data centres, towers & fibre

Alessandro Ravagnolo, Dmitriy Antropov, Dr. Bernd Kreuter, Steven Marshall, Steven Sonnenstein, Chris Hogg

Panel Session

  • 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?

Moderator: Alessandro Ravagnolo, Principal – Consulting, Analysys Mason

A speaker photo for Alessandro Ravagnolo

Alessandro Ravagnolo

Principal - Consulting, Analysys Mason

Read bio
A speaker photo for Dmitriy Antropov

Dmitriy Antropov

Co-Head Private Infrastructure Integrated Investments, Partners Group

Read bio
A speaker photo for Dr. Bernd Kreuter

Dr. Bernd Kreuter

Managing Partner, Palladio Partners

Read bio
A speaker photo for Steven Marshall

Steven Marshall

Chairman - Telecommunications, Cordiant Capital

Read bio
A speaker photo for Steven Sonnenstein

Steven Sonnenstein

Managing Director, Digital Colony

Read bio
A speaker photo for Chris Hogg

Chris Hogg

Investment Director, Amber Infrastructure

Read bio
09:50 - 10:30

Looking to the long-term in your investment approach when it comes to fibre

Oliver Bradley, Steffen Leiwesmeier, Simon Söder, David Zimmer

Panel Session

  • 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

Moderator: Fran González Menéndez, Partner, Consulting, Analysys Mason

A speaker photo for Oliver Bradley

Oliver Bradley

Managing Director, Macquarie

Read bio
A speaker photo for Steffen Leiwesmeier

Steffen Leiwesmeier

Head of Financing Digital Infrastructure, Hamburg Commercial Bank AG

Read bio
A speaker photo for Simon Söder

Simon Söder

Partner, Antin

Read bio
A speaker photo for David Zimmer

David Zimmer

Managing Director, inexio Informationstechnologie und Telekommunikation

Read bio
10:30 - 11:00

Impacts of increasing 5G connectivity on the fibre investment market

Darragh Stokes, Tony Rossabi, Philippe Lefebvre

Panel Session

  • 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

Moderator: Darragh Stokes, Senior Managing Partner, Hardiman Telecommunications

A speaker photo for Darragh Stokes

Darragh Stokes

Senior Managing Partner, Hardiman Telecommunications

Read bio
A speaker photo for Tony Rossabi

Tony Rossabi

Executive Vice President and Chief Revenue Officer, TierPoint

Read bio
A speaker photo for Philippe Lefebvre

Philippe Lefebvre

Head of Sector – 5G Deployment Strategy, DG CONNECT

Read bio
11:00 - 11:30

Coffee & networking

Digital Infrastructure Forum 2020
11:30 - 11:50

Case Study Presentation – Digital Infrastructure

David Grain, Manuel Casanga

This presentation will provide in-depth case study to a recently carried out digital infrastructure transaction

A speaker photo for David Grain

David Grain

Chief Executive Officer, Grain Management

Read bio
A speaker photo for Manuel Casanga

Manuel Casanga

Director for Real Estate and Real Asset Investments, New York State Common Retirement Fund

Read bio
11:50 - 12:30

Smart Cities – Transforming a metropolis through digital infrastructure

Maarit Palovirta, Matteo Andreoletti, Carlo Maddalena, Dominik Schiener, Rick Shrotri

Panel Session

  • 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?
  • 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

Moderator: Maarit Palovirta, Director of Regulatory Affairs, ETNO

A speaker photo for Maarit Palovirta

Maarit Palovirta

Director of Regulatory Affairs, ETNO

Read bio
A speaker photo for Matteo Andreoletti

Matteo Andreoletti

Head of Infrastructure Equity, Smart City Infrastructure Fund

Read bio
A speaker photo for Carlo Maddalena

Carlo Maddalena

Senior Portfolio Manager Infrastructure, APG Asset Management

Read bio
A speaker photo for Dominik Schiener

Dominik Schiener

Co-Founder and Chairman, IOTA Foundation

Read bio
A speaker photo for Rick Shrotri

Rick Shrotri

Managing Partner, Digital Alpha

Read bio
12:30 - 13:00

Keynote Presentation – Smart Cities 2.0: The Future of Urban Living

Ayesha Khanna
A speaker photo for Ayesha Khanna

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Read bio
13:00 - 14:00

Networking Lunch

Digital Infrastructure Forum 2020
14:00 - 14:35

Economic Impact & Benefits of Standard

Alexandra Horn
A speaker photo for Alexandra Horn

Alexandra Horn

Head of Support for SME's, German Institute for Standardisation

Read bio
14:35 - 15:10

Data centres: taking centre-stage?

Matthias Hamel , Canan Anli, Cara Mascini
  • 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?

Moderator: Matthias Hamel, Partner, Solon Management Consulting

A speaker photo for Matthias Hamel

Matthias Hamel

Partner and Managing Director, Solon Management Consulting

Read bio
A speaker photo for Canan Anli

Canan Anli

Head of Business Development - ICT, Mubadala Investment Company

Read bio
A speaker photo for Cara Mascini

Cara Mascini

CEO, EdgeInfra

Read bio
15:10 - 15:45

Risk vs reward in emerging markets digital infrastructure

Paul Lam, Jussi Ahonen, Phil Cooper

Panel Session

  • 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

Moderator: Paul Lam, Strategy Officer, Digital Infrastructure & Technology, Asian Infrastructure Investment Bank

A speaker photo for Paul Lam

Paul Lam

Strategy Officer – Digital Infrastructure and Technology, Asian Infrastructure Investment Bank

Read bio
A speaker photo for Jussi Ahonen

Jussi Ahonen

Senior Investment Manager, Finnfund

Read bio
A speaker photo for Phil Cooper

Phil Cooper

Director, Digital Infrastructure Accelerator

Read bio
15:45 - 16:00

Coffee & networking

Digital Infrastructure Forum 2020
16:00 - 16:30

Should investors aim higher on the risk curve? Embracing technology risk in a digital world

Manuel Etter, Uwe Fleischhauer, Stefan Franssen , Paul Lam

Panel Session

  • 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?

Moderator: Manuel Etter, Head – Corporate Development, Loon

A speaker photo for Manuel Etter

Manuel Etter

Head - Corporate Development, LOON

Read bio
A speaker photo for Uwe Fleischhauer

Uwe Fleischhauer

Managing Director, YIELCO Investments AG

Read bio
A speaker photo for Stefan Franssen

Stefan Franssen

Geschäftsführer, Investment42

Read bio
A speaker photo for Paul Lam

Paul Lam

Strategy Officer – Digital Infrastructure and Technology, Asian Infrastructure Investment Bank

Read bio
16:30 - 17:00

The importance of not being idle - maintenance considerations in digital infrastructure

Matthias Hamel , Wessel Schevernels, Kristof Kostencki

Fireside Chat

  • 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

Moderator: Matthias Hamel, Partner, Solon Management Consulting

A speaker photo for Matthias Hamel

Matthias Hamel

Partner and Managing Director, Solon Management Consulting

Read bio
A speaker photo for Wessel Schevernels

Wessel Schevernels

Senior Investment Director, Whitehelm Capital

Read bio
A speaker photo for Kristof Kostencki

Kristof Kostencki

Director - Infrastructure and Energy, Deutsche Bank

Read bio
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