Navigating the route towards an inclusive global digital economy

Connect with a global community of investors and managers at the Digital Infrastructure Forum and explore this increasingly important sub-asset class. Discuss strategies for investing in digital, the key to success for the future and much more on 24 March in Berlin.

 

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

Hear from the experts on how the digital connectivity gap across the world can be closed, digital infrastructure’s role in achieving sustainability targets, perfecting operational capabilities 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.

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 route to net-zero post-COP26

Pursuing the momentum for change in emerging and frontier economies

Investing in assets which provide essential services

Investing in the energy transition as the world moves towards net-zero

The evolving role of lending in the private infrastructure world

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

Digital Infrastructure Forum - Thursday 24th

Digital Infrastructure Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Alessandro Ravagnolo
A speaker photo for Alessandro Ravagnolo

Alessandro Ravagnolo

Partner, Analysys Mason

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09:00 - 09:40

Here to stay: A hybrid world driving digital infrastructure investment

Zak Bentley, Matt Evans, Chris Hogg, Thor Johnsen, Ljudmila Popova
  • The economics and market factors driving the charge towards increasing capital deployment
  • Edge computing and other sub-sectors at the forefront of digital infrastructure acceleration
  • Moving from a necessity to a priority – digital infra’s evolving role in LPs portfolios

Moderator: Zak Bentley, Americas Editor, Infrastructure Investor

A speaker photo for Zak Bentley

Zak Bentley

Americas Editor, Infrastructure Investor

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A speaker photo for Matt  Evans

Matt Evans

Head of Europe, DigitalBridge

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A speaker photo for Chris Hogg

Chris Hogg

Senior Investment Director, Digital Infrastructure, Amber Infrastructure

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A speaker photo for Thor 	 Johnsen

Thor Johnsen

Head of Digital Infrastructure, Triple Point, D9

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A speaker photo for Ljudmila Popova

Ljudmila Popova

Director Digital Infrastructure, NIBC

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09:40 - 10:20

The role of digital infrastructure in achieving sustainability targets

Dr. Dmitriy Antropov, Timo Buijs, James Magor, Matias Sottile, Lea Zhang
  • COP26, SFDR and more – examining the increased sustainability spotlight on infrastructure investments
  • Addressing issues around power consumption and energy efficiency of certain assets
  • How are digital infrastructure funds rising to the challenge?

Moderator: Dr. Dmitriy Antropov, Co-Head Private Infrastructure Integrated Investments, Managing Director, Partners Group

A speaker photo for Dr. Dmitriy Antropov

Dr. Dmitriy Antropov

Co-Head Private Infrastructure Integrated Investments, Managing Director, Partners Group

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A speaker photo for Timo 	 Buijs

Timo Buijs

Director, Project Finance Digital Infrastructure, ABN AMRO

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A speaker photo for James Magor

James Magor

Director, Sustainability, Actis

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A speaker photo for Matias Sottile

Matias Sottile

Infrastructure Debt – RiverRock Asset Management, RiverRock European Capital

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A speaker photo for Lea Zhang

Lea Zhang

Investment Director - Partner, Vauban IP

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10:20 - 11:00

Assessing the evolving GP landscape and what this means for investors

Adam Smallman, Claudio Ghisu, Minesh Mashru, Benn Mikula, Rick Shrotri
  • Increasing competition – a crowded market or space for all in the wake of unprecedented demand?
  • Generalist infra vs dedicated digital funds – how do LPs go about identifying opportunities and what do they need to take into account?
  • Competing with energy transition and renewables infra – what barriers does digital infra still face before it can achieve similar fundraising levels?

Moderator: Adam Smallman, Director of Membership Programs, PEI

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Adam Smallman

Director of Membership Programs, PEI

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A speaker photo for Claudio  Ghisu

Claudio Ghisu

Managing Director, YIELCO Investments

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A speaker photo for Minesh Mashru

Minesh Mashru

Head of Infrastructure Investing, Cambridge Associates

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A speaker photo for Benn Mikula

Benn Mikula

Managing Partner & Co-CEO, Cordiant Capital

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A speaker photo for Rick Shrotri

Rick Shrotri

Managing Partner, Digital Alpha

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11:00 - 11:30

Coffee & networking

Digital Infrastructure Forum
11:30 - 12:10

The keys to success in the future of digital infrastructure

Stefan Franssen, Phil Cooper, Sujoy Roy, Christian Wiehenkamp
  • How can improved operational capabilities help funds seize emerging opportunities in small cells, enterprise fibre and other areas?
  • Education & partnerships –working with policymakers, cities and other stakeholders to build the future
  • Staying vigilant to disruption and reducing your exposure to technology risk

Moderator: Stefan Franssen, Managing Director, investment42

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Stefan Franssen

Managing Director, investment42

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A speaker photo for Phil Cooper

Phil Cooper

Director, Digital Infrastructure Accelerator

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A speaker photo for Sujoy  Roy

Sujoy Roy

Head of Financial Advisory, Shinsei International Limited

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A speaker photo for Christian  Wiehenkamp

Christian Wiehenkamp

Chief Investment Officer, Perpetual Investors

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12:10 - 12:40

Tower Companies: New avenues for growth

José Arias
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José Arias

Managing Director and Partner, Telecommunications, Boston Consulting Group

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12:40 - 13:00

Green data centres and achieving ESG goals

Dr. Christopher Stief
  • Hyperscale, colocation or edge? Where is the market heading?
  • Innovation and development in power usage effectiveness
  • Investment opportunities in green data centres
  • Will investors see reduced returns in exchange for greener data centres? How can this be mitigated?
A speaker photo for Dr. Christopher 	 Stief

Dr. Christopher Stief

Founder & CEO, DCA Data Center Advisors

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13:00 - 14:00

Networking lunch with Infrastructure Debt and Energy Transition Forum attendees

Digital Infrastructure Forum
14:00 - 14:40

Where do opportunities lie in the continuing global fibre rollout?

Jeroen Kleinjan, Matthias Hamel , Darragh Stokes, Joeri Van Bogaert
  • Filling the fibre gap – how funds are deploying capital, striking partnerships with developers and more
  • How will 5G play out across the key European markets and further afield?
  • Striking the balance with overbuild risk, finding policy frameworks to suit your models and other considerations

Moderator: Jeroen Kleinjan, Managing Director, Global Lead Telecom, ING

A speaker photo for Jeroen  Kleinjan

Jeroen Kleinjan

Managing Director, Global Lead Telecom, ING

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A speaker photo for Matthias Hamel

Matthias Hamel

Partner, Altman Solon

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A speaker photo for Darragh Stokes

Darragh Stokes

Managing Partner, Hardiman Telecoms

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A speaker photo for Joeri Van Bogaert

Joeri Van Bogaert

Founder and MD, Capabilities

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14:40 - 15:20

Zeroing in on the 5G revolution

Jan Ussing Andersen , Heinz Bernold, Alessandro Ravagnolo, Darragh Stokes
  • Weighing up risk-return profiles – how are 5G opportunities currently viewed by institutional and private investors?
  • Multiple-input multiple-output (MIMO), indoor and outdoor distributed antenna systems (DAS) and more – explaining the technology underpinning 5G deployment
  • Cutting though the 6G noise – how managers must focus efforts on 5G deployment across different regions

Moderator: Jan Ussing Andersen, Partner, Bird & Bird

A speaker photo for Jan 	 Ussing Andersen

Jan Ussing Andersen

Partner

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A speaker photo for Heinz  Bernold

Heinz Bernold

Partner and Director, Telecommunications, Boston Consulting Group

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A speaker photo for Alessandro Ravagnolo

Alessandro Ravagnolo

Partner, Analysys Mason

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A speaker photo for Darragh Stokes

Darragh Stokes

Managing Partner, Hardiman Telecoms

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15:20 - 16:00

Valuations of digital infrastructure assets

Darragh Stokes, Canan Anli, Oliver Bradley, Waldemar Maurer, Rohini Pahwa
  • What trends are we seeing in valuations across digital infrastructure assets and why?
  • How are valuations varying across digital infra hotspots and regions?
  • Assessing current valuation methods and where the room for improvement lies

Moderator: Darragh Stokes, Managing Partner, Hardiman Telecoms

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Darragh Stokes

Managing Partner, Hardiman Telecoms

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A speaker photo for Canan Anli

Canan Anli

Senior Advisor, PMP Strategy

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A speaker photo for Oliver Bradley

Oliver Bradley

Managing Director, Macquarie Capital

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A speaker photo for Waldemar Maurer

Waldemar Maurer

Managing Director, DTCP Infra

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A speaker photo for Rohini Pahwa

Rohini Pahwa

Managing Director, Arjun Infrastructure Partners

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16:00 - 16:10

Closing comments from the chair

Jan Ussing Andersen

Partner

Jan is a technology focused lawyer assistting companies in carrying through their digitalisation efforts and when outsourcing. He has worked extensively within the telco space and other infrastructure heavy verticals such as off-shore wind and train… Read full bio

Canan Anli

Senior Advisor, PMP Strategy

Canan specializes in TMT and Digital Infrastructure investments. Before joining PMP, Canan spent the last 10 year with Mubadala Investment Company where most recently she was heading the new investments in ICT and Digital Infrastructure.Prior to that… Read full bio

Dr. Dmitriy Antropov

Co-Head Private Infrastructure Integrated Investments, Managing Director, Partners Group

Dr. Dmitriy Antropov is Co-Head of the Private Infrastructure Integrated Investments business unit, based in Zug. He is a member of the Private Infrastructure Investment Committee. Dmitriy is leading Partners Group datacenter thematic globally and ha… Read full bio

José Arias

Managing Director and Partner, Telecommunications, Boston Consulting Group

José Arias is a Managing Director and Partner of BCG Global TMT practice based in the Iberian office. Over 20 years of profound international experience leading engagements with major groups in the telecom industry, across Europe, the Americas, MEA a… Read full bio

Zak Bentley

Americas Editor, Infrastructure Investor

Zak Bentley is Americas editor at Infrastructure Investor, based in New York. Zak joined Infrastructure Investor in London in 2016 from Centaur where he was a reporter at their Clean Energy Pipeline title. He now leads Infrastructure Investor’s cover… Read full bio

Heinz Bernold

Partner and Director, Telecommunications, Boston Consulting Group

Heinz is a Partner & Director in the Zurich office of The Boston Consulting Group. He is a core member of BCG's Technology, Media and Telecommunication practice area and is also a core member of the firm's network excellence and auction topic are… Read full bio

Oliver Bradley

Managing Director, Macquarie Capital

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

Timo Buijs

Director, Project Finance Digital Infrastructure, ABN AMRO

Timo Buijs has been active for 8 years in infrastructure and investment banking with a primary focus on digital infrastructure in Europe. This includes data centres, fiber networks and communication towers. He has executed over 50 digital infrastruct… Read full bio

Matt Evans

Head of Europe, DigitalBridge

Matt Evans is a Managing Director, Head of Europe at DigitalBridge's Investment Management. Mr. Evans is based in London and focuses on European Investments and opportunities. He is an accomplished and a highly experienced global infrastructure inves… Read full bio

Stefan Franssen

Managing Director, investment42

Stefan is the founder of investment42 based in Düsseldorf, Germany, with a focus on direct investments. Stefan has been involved in M&A since 1999 and investing from 2002 onwards, with over fifteen years’ experience in telecoms, media, informatio… Read full bio

Claudio Ghisu

Managing Director, YIELCO Investments

Claudio is a partner at YIELCO Investments AG and managing director at YIELCO Investments (Switzerland) AG and in this role member of YIELCO's management and investment committee. Claudio is co-heading YIELCO's infrastructure practice and is acting c… Read full bio

Matthias Hamel

Partner, Altman Solon

Matthias Hamel focuses on strategy advice of European and Global telecommunication companies and their shareholders. He works with integrated telcos as well as fiber, mobile / 5G and cable companies. He supports data centers, cloud / SaaS providers a… Read full bio

Chris Hogg

Senior Investment Director, Digital Infrastructure, Amber Infrastructure

Chris is a Senior Investment Director at Amber Infrastructure focused on digital infrastructure across Europe, including fibre, data centres and towers investments. Chris has led many of Amber’s investments here and currently sits on the boards of Co… Read full bio

Thor Johnsen

Head of Digital Infrastructure, Triple Point, D9

Thor is the Fund Manager for D9. He has over 15 years’ experience in infrastructure investment, deploying over $2.5bn, including as head of infrastructure investment for Arcapita Bank across Europe. He has been responsible for managing a broad range… Read full bio

Jeroen Kleinjan

Managing Director, Global Lead Telecom, ING

Senior banking executive with extensive domestic and international experience. Building and expanding ING's position as a leading global TMT bank for twenty years in various roles. Deep insight in the Technology, Media & Telecom sector. Is truste… Read full bio

James Magor

Director, Sustainability, Actis

James joined Actis in January 2016, where he works as a Director in the Sustainability team and sits on the firm’s Risk Committee. James has over 17 years of global sustainability experience in the private equity, banking, and development finance sec… Read full bio

Minesh Mashru

Head of Infrastructure Investing, Cambridge Associates

Minesh is a Senior Director and head of infrastructure in the Real Assets Investment Group at Cambridge Associates. He is focused on the infrastructure investment activities for the group, in both public and private markets, debt, equity, and across… Read full bio

Waldemar Maurer

Managing Director, DTCP Infra

Waldemar is a Managing Director at DTCP Infra and a member of the Investment Advisory Committee of DTCP Infra. Waldemar has been with DTCP since the inception of the firm. At DTCP Infra, Waldemar is particularly responsible for the investments in the… Read full bio

Benn Mikula

Managing Partner & Co-CEO, Cordiant Capital

Benn Mikula is Cordiant’s Joint Managing Partner and co-heads the firm’s Digital Infrastructure practice alongside Steven Marshall. The digital franchise manages Cordiant Digital Infrastructure Limited (CORD on the London Stock Exchange) and Cordiant… Read full bio

Rohini Pahwa

Managing Director, Arjun Infrastructure Partners

Rohini is a Managing Director at Arjun where she is responsible for originating and executing investments with focus on Digital Infrastructure. She brings 20 years’ experience in the financial services industry. Her focus over the last decade has bee… Read full bio

Ljudmila Popova

Director Digital Infrastructure, NIBC

Ljudmila Popova is a Director within the Digital Infrastructure team of NIBC Bank where she is responsible for the client coverage and origination of Digital Infrastructure transactions in the DACH region. She joined NIBC four years ago and has been… Read full bio

Alessandro Ravagnolo

Partner, Analysys Mason

Alessandro is a Partner based in Analysys Mason's London office. He specialises in advising businesses on organic and inorganic growth strategies. In the last ten years, he has completed over 150 assignments in more than 70 developed and emerging mar… Read full bio

Sujoy Roy

Head of Financial Advisory, Shinsei International Limited

Sujoy joined Shinsei International Limited, a subsidiary of Shinsei Bank, Limited in 2019, having previously worked at Santander Bank. At Shinsei International, Sujoy is responsible for the Bank's deal sourcing, advising and international syndication… Read full bio

Rick Shrotri

Managing Partner, Digital Alpha

Mr. Shrotri has been a technology and telecommunications investor for over two decades, managing industry shaping investments. Prior to founding Digital Alpha, Mr. Shrotri was Managing Director of Cisco's Business Acceleration Team. During his 10 yea… Read full bio

Adam Smallman

Director of Membership Programs, PEI

Adam joined PEI in December 2018 in a new role as Head of Content Strategy. Previously he spent three years with investment bank Liberum and held leading editorial and content roles at Dow Jones and Informa PLC. His responsibility is to ensure PEI’s… Read full bio

Matias Sottile

Infrastructure Debt – RiverRock Asset Management, RiverRock European Capital

Matias Sottile is responsible for Infrastructure Debt at RiverRock European Capital, a boutique AM focused in niche fixed income and equity strategies with c. EUR1.5bn of AuM. Matias founded Ayres Partners – an European boutique financial and strateg… Read full bio

Dr. Christopher Stief

Founder & CEO, DCA Data Center Advisors

Dr. Christopher Stief is a data center expert with proven track record from Amazon Web Services, NTT Data Centers and a large family office in Germany. Dr. Stief has successfully realized large colocation data center developments in London, Amsterdam… Read full bio

Darragh Stokes

Managing Partner, Hardiman Telecoms

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

Joeri Van Bogaert

Founder and MD, Capabilities

Senior business leader with track record in highly competitive and high-tech environment is ready to lead/adapt the business to leverage today’s market situation into a winning strategy. Dynamic, pragmatic, operational, entrepreneurial manager and st… Read full bio

Christian Wiehenkamp

Chief Investment Officer, Perpetual Investors

Christian is Chief Investment Officer at Perpetual, where he leads the overall investment process and investing activities. Prior to joining Perpetual, Christian held several positions within the Allianz Group. In his latest role he was the responsib… Read full bio

Lea Zhang

Investment Director - Partner, Vauban IP

Sam has 15 years’ experience in asset management, financial structuring and capital markets. Prior to joining Vauban Infrastructure Partners, she worked within Natixis Environment & Infrastructures as investment manager of 2 carbon funds, structu… Read full bio