Infrastructure
Investor
Investor
Digital Infrastructure Forum Global Summit 2022
24 March 2022,
Hilton, Berlin
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.
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.
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
View agenda page
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
09:00 - 09:40
Here to stay: A hybrid world driving digital infrastructure investment
- 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
09:40 - 10:20
The role of digital infrastructure in achieving sustainability targets
- 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?
10:20 - 11:00
Assessing the evolving GP landscape and what this means for investors
- 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?
11:00 - 11:30
Coffee & networking
Digital Infrastructure Forum
11:30 - 12:10
The keys to success in the future of digital infrastructure
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
12:10 - 12:40
Digital Infrastructure Investment Case Study
12:40 - 13:00
Presentation/Fireside chat: Green data centres and achieving energy efficiency
- Operating at the edge – the importance of local data storage
- Innovation and development in power usage effectiveness
- Will investors see reduced returns in exchange for greener data centres? How can this be mitigated?
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?
Matthias Hamel ,
Darragh Stokes
- 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
14:40 - 15:20
Zeroing in on the 5G revolution
Alessandro Ravagnolo,
Conor Plant
- 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
15:20 - 16:00
Valuations of digital infrastructure assets
Canan Anli,
Waldemar Maurer
- 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
16:00 - 16:10
Closing comments from the chair
Canan Anli
President, ECA Advisory
Canan is an infrastructure investor and consultant. She 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 Canan was a consultant with McKin… Read full bio
Oliver Bradley
Managing Director, Digital Infrastructure Investing, Macquarie Capital
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
Claudio Ghisu
Co-Head Infrastructure/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
Thor Johnsen
Head of Digital Infrastructure, Triple Point Investment Management
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
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 over 15 years’ experience in the financial services industry. Her focus in the last 10 years ha… Read full bio
Conor Plant
Partner, Hardiman Telecommunications
Conor Plant is a Partner of Hardiman Telecommunications Ltd., (“HTL”), which he joined in 2003. HTL advises major investment banks, private equity funds and telecommunications carriers on Company Valuations, Flotations, Mergers and Acquisitions, Perf… 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
Matias Sottile
Founder, Ayres Partners
Matias Sottile leads the Infrastructure Debt initiative at RiverRock European Capital LLP, a leading European asset manager with EUR1.3bn of AuM, and is Founder Partner of Ayres Partners, a boutique financial and strategy advisory firm specializing i… Read full bio
Darragh Stokes
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
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
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
