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
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
A speaker photo for Christian  Wiehenkamp

Christian Wiehenkamp

Chief Investment Officer, Perpetual Investors

Read bio
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
A speaker photo for Matthias Hamel

Matthias Hamel

Partner, Altman Solon

Read bio
A speaker photo for Darragh Stokes

Darragh Stokes

Managing Partner, Hardiman Telecommunications

Read bio
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
A speaker photo for Alessandro Ravagnolo

Alessandro Ravagnolo

Partner, Analysys Mason

Read bio
A speaker photo for Conor  Plant

Conor Plant

Partner, Hardiman Telecommunications

Read bio
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
A speaker photo for Canan Anli

Canan Anli

President, ECA Advisory

Read bio
A speaker photo for Waldemar Maurer

Waldemar Maurer

Managing Director, DTCP Infra

Read bio
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