Building the inclusive digital economy of the future

Taking place on 21 October, the Digital Infrastructure Forum will hear from the global community on this increasingly important sub-asset class.

The Forum will provide the perfect place to discuss strategies for investing in digital. Join global investors and managers and discover the potential of digital infrastructure.

 

Infrastructure Investor New York - advance your fundraising

Advance your fundraising

Connect with a global audience of investors actively allocating to digital, looking to put money in a less frothy part of the market. Benefit from focused networking with the right people.

Gain peer-to-peer insights

Discuss how the pandemic has reinforced the need for digital connectivity and what that means for private investment, where we are seeing significant deal activity taking place in the market, how we can invest towards an inclusive digital economy of the future and much more.

Infrastructure Investor - build your network

Save time building your network

Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.

2021 speakers include:

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One Summit. Seven Forums.

The Digital Infrastructure Forum is part of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure.

The private infrastructure industry’s annual general meeting

The role of infrastructure in the route to net-zero

Scaling emerging market investment in a post-pandemic world

Investing in assets which provide essential services

The future of energy

From pandemic-resilience towards sustainable growth

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

 

Day 1
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Agenda

Day 1 - Thursday 21st

Digital Infrastructure Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

09:00 - 09:45

Investing towards an inclusive, global digital economy

  • How the pandemic has reinforced the need for digital connectivity and what that means for private investment
  • How have business models, cultures & attitudes shifted in favour of digital infrastructure?
  • Where are we seeing significant deal activity taking place in the market?
  • Why digital infrastructure is cementing its own place in LP investment portfolios
09:45 - 10:30

Convergence and consolidation in digital infrastructure

  • How towers, data centres and fibre are continuing to merge and what that means for investors
  • How 5G small cell deployment and other emerging opportunities will play a role in converging portfolios
  • The growing role of telcos and big tech in each sub-asset class
  • How consolidation on a national and international level is altering the landscape
10:30 - 11:00

What it takes to invest in fibre amidst overbuild, consolidation and increasing end-user demand

  • Co-operation examples & possibilities between LPs, GPs and telcos
  • Which investors are best suited to which types of build-outs and regions?
  • Developments in overbuild investments in urban areas
  • Does rural connectivity still have a significant role to play in the fibre debate?
11:00 - 11:30

Coffee & networking

Digital Infrastructure Forum
11:30 - 12:10

Examining the edge data centre explosion - moving closer to the customer

  • How has increased remote working necessitated the need to move closer to end users?
  • What kind of upward trend will we see in global data processing happening in edge data centers?
  • Are edge centers compatible with hyperscalers?
  • Where do investment opportunities lie globally, and what sort of risk returns can investors expect?
12:10 - 12:30

Fireside Chat: Dissecting digital’s appeal for debt investors

  • Pandemic resilience – why digital infrastructure and debt makes sense right now
  • Why banks still offer the stiffest competition in this area and whether this will continue
  • Embracing more risk? Junior, mezzanine, greenfield and other attractive debt opportunities
  • How investors can straddle a debt-equity allocation to digital infra in their portfolio
12:30 - 13:00

Case study

13:00 - 14:00

Lunch

Digital Infrastructure Forum
14:00 - 14:40

Moving up the priority list? LP appetite for digital infra in 2021 & beyond

  • Why digital infrastructure is cementing it’s own place in LP investment portfolios
  • Why LPs view digital as the most desirable infra asset class in the wake of Covid-19 disruption
  • Big infra players or specialists? Weighing up diversification and expertise when it comes to manager selection
  • How compatible are digital assets with investors’ social and environmental mandates?
14:40 - 15:20

Assessing the desire & deployment for digital infrastructure assets across a changing world

  • Examining the impact of overbuild and consolidation in the European market
  • Emerging markets – why LatAm, Asia & Africa offer opportunities that a crowded developed world can’t match
  • Will attitudes, models and opportunities mean the US will continue to lead the way when it comes to capital deployment?
  • Performance, political and other risk considerations for LPs as they look to embrace a global mandate
15:20 - 16:00

Beyond the big three – what’s next on the horizon for digital infrastructure?

  • What does the future hold for the digital infrastructure definition?
  • Blurring the lines of private equity – can tech-cos be brought into the digital infra conversation?
  • 5G, edge, small-cell, distributed tunnel systems – will any of these evolve from fibre, towers & data centres to become their own defined sub-asset class?
  • Digital ‘real assets?’ What will become of the merging with real estate?
16:00 - 16:30

Closing interview: The manifestation of ESG in digital infrastructure assets

  • Environmental – combating concerns around data centres and other environmental challenges
  • Social – how digital infra can support local communities through job creation, increased connectivity and more
  • Considerations for fund managers amidst increasing ESG regulation and transparency demands from investors
16:30 - 16:30

Close of conference

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

Oliver Bradley

Managing Director, Macquarie

Oliver Bradley is Managing Director, Digital Infrastructure Investing at Macquarie Capital, the advisory, capital markets and principal investment arm of Macquarie Group Limited. The Digital Infrastructure team invests directly in and supports the gr… 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

Uwe Fleischhauer

Managing Director, YIELCO Investments AG

Uwe Fleischhauer is Founding Partner and Managing Director of YIELCO Investments AG in Munich, Germany. YIELCO, established in 2011, is an innovative alternative investment boutique with focus on the asset classes Infrastructure, Private Debt and Pri… 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

Dr. Bernd Kreuter

Managing Partner, Palladio Partners

Bernd Kreuter is managing partner and co-founder of Palladio Partners, Frankfurt, Germany. He advises German institutional investors on their infrastructure and other illiquid asset portfolios, including strategy definition, structuring, investments,… 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

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