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
Alessandro Ravagnolo
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
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
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
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
12:10 - 12:40
Tower Companies: New avenues for growth
José Arias
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?
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
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
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
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
