Investor
Digital Infrastructure Forum Global Summit 2020
15 October 2020,
Hilton Hotel, Berlin
Infrastructure Investor Global Summit to take place in October
That these are challenging times is plain for all to see. “Business as usual” is taking a new shape, and, like you perhaps, we’re working out what that looks like.
The well-being of our many thousands of customers, partners and our own personnel is foremost, which is why we are rescheduling the Infrastructure Investor Global Summit 2020 from its current dates to 12-15 October, in Berlin.
In the meantime, we will continue to work to provide valuable insights on the challenges and opportunities the industry faces and we will be communicating regularly with the Infrastructure Investor community to provide details of the Global Summit in October.
Register your interest to be notified of the latest event updates and for further queries, please contact customerservices@peimedia.com.
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
Matteo Andreoletti
Head of Infrastructure Equity, Smart City Infrastructure Fund
Canan Anli
Head of Business Development - ICT, Mubadala Investment Company
Dmitriy Antropov
Co-Head Private Infrastructure Integrated Investments, Partners Group
Oliver Bradley
Managing Director, Macquarie
Phil Cooper
Director, Digital Infrastructure Accelerator
Manuel Etter
Head - Corporate Development, LOON
Uwe Fleischhauer
Managing Director, YIELCO Investments AG
Stefan Franssen
Geschäftsführer, Investment42
Matthias Hamel
Partner and Managing Director, Solon Management Consulting
Chris Hogg
Investment Director, Amber Infrastructure
Alexandra Horn
Head of Support for SME's, German Institute for Standardisation
Ayesha Khanna
Co-Founder and CEO , ADDO AI
Kristof Kostencki
Director - Infrastructure and Energy, Deutsche Bank
Dr. Bernd Kreuter
Managing Partner, Palladio Partners
Paul Lam
Strategy Officer – Digital Infrastructure and Technology, Asian Infrastructure Investment Bank
Philippe Lefebvre
Head of Sector – 5G Deployment Strategy, DG CONNECT
Steffen Leiwesmeier
Head of Financing Digital Infrastructure, Hamburg Commercial Bank AG
Carlo Maddalena
Senior Portfolio Manager Infrastructure, APG Asset Management
Steven Marshall
Chairman - Telecommunications, Cordiant Capital
Cara Mascini
CEO, EdgeInfra
Waldemar Maurer
Principal - Private Equity, Deutsche Telekom Capital Partners
Maarit Palovirta
Director of Regulatory Affairs, ETNO
Alessandro Ravagnolo
Principal - Consulting, Analysys Mason
Carlos Sanchez
Infrastructure Asset Manager, Whitehelm Capital
Dominik Schiener
Co-Founder and Chairman, IOTA Foundation
Rick Shrotri
Managing Partner, Digital Alpha
Simon Söder
Partner, Antin
Steven Sonnenstein
Managing Director, Digital Colony
Darragh Stokes
Senior Managing Partner, Hardiman Telecommunications
David Zimmer
Managing Director, inexio Informationstechnologie und Telekommunikation
Agenda
Day 1 - Thursday 25th
Welcome from Infrastructure Investor
Chairperson’s welcome address
Converging sub-asset classes – examining the synergies between data centres, towers & fibre
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
Looking to the long-term in your investment approach when it comes to fibre
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
Impacts of increasing 5G connectivity on the fibre investment market
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
Coffee & networking
Case Study Presentation – Digital Infrastructure
This presentation will provide in-depth case study to a recently carried out digital infrastructure transaction
Smart Cities – Transforming a metropolis through digital infrastructure
Panel Session
- Defining smart cities – what are they and how do they relate to digital infrastructure?
- How has the coronavirus pandemic impacted and slowed smart city development? Will it have a lasting impact?
- 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
Keynote Presentation – Smart Cities 2.0: The Future of Urban Living
Networking Lunch
Economic Impact & Benefits of Standard
Data centres: taking centre-stage?
- 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
Risk vs reward in emerging markets digital infrastructure
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
Coffee & networking
Should investors aim higher on the risk curve? Embracing technology risk in a digital world
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
The importance of not being idle - maintenance considerations in digital infrastructure
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
- What maintenance challenges has the coronavirus pandemic brought, and how are they being overcome?
Moderator: Matthias Hamel, Partner, Solon Management Consulting
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