Driving global connectivity through investing in innovation

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 in an unpredictable environment, on 20 March in Berlin.

 

Key themes include:

  • Connectivity – the continued growth prospects of the digital infrastructure sector
  • Digital infrastructure valuations under the microscope in an unpredictable environment
  • How might digital assets hold the keys to net-zero ambitions?
  • Redefining digital infrastructure: 5G networks, artificial intelligence, edge computing and more

Register your interest

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 digital infrastructure’s role in achieving sustainability targets, explore 5G networks, artificial intelligence and so much more.

Infrastructure Investor - build your network

Save time building your network

Set up pre-event meetings and continue the conversation after the Summit with your membership to the Infrastructure Investor Network. Gain access to 2,000+ investors and managers globally.

Part of the Global Summit

The Digital Infrastructure Forum is part of the industry leading Infrastructure Investor Global Summit. The Global Summit will take place across four days and include six forums. From ESG to infrastructure debt, the Summit is your best opportunity to connect with the world’s investors, learn from inspirational speakers and stay at the forefront of the infrastructure market.

Six specialist forums

Empowering growth on the frontline of infrastructure’s emerging economies

Best practice in sustainability to improve investment strategy

Driving global connectivity through investing in innovation

The private infrastructure industry’s annual general meeting

Resilience and returns: unlocking infrastructure debt’s potential in a volatile market

Investing in energy: price, security, and the transition to net zero

Are you an institutional investor?

Then you may be eligible for a complimentary pass, please apply here and a member of our team will be in touch.

New for 2023, the Investor Council is a space for investors to come together and share peer-to-peer insights, learn from leading investors and more.

Explore the Investor Council

Position your brand at the centre of the infrastructure community

Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more …

For more information on available sponsorship opportunities, please contact Alexander Jakes at alexander.j@peimedia.com or call +44(0)20 3862 7498

Position your brand at the centre of the infrastructure community

Strengthen your market credibility, put your brand in front of your key target markets and meet your investment and business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more …

For more information on available sponsorship opportunities, please contact Alexander Jakes at alexander.j@peimedia.com or call +44(0)20 3862 7498

For more information or if you are interested in speaking at the Digital Infrastructure Forum, please contact Kitty Watson.

kitty.w@peimedia.com | +44 (0)203 953 8587

Day 1
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Agenda

Monday - Monday 20th

Digital Infrastructure Forum 2023
09:10 - 09:15

Introduction from Infrastructure Investor

09:15 - 09:30

Welcome from the chair

Canan Anli
A speaker photo for Canan Anli

Canan Anli

Senior Advisor, PMP Strategy

Read bio
09:30 - 10:15

Macroeconomic considerations across the vast spectrum of digital infrastructure

Mamoun Jamai, Dr. Christopher Stief, Laurens-Jan Sipma

• What inflation protection is in place for existing digital infrastructure funds and assets?
• How are investors reacting to high interest rates, inflation and other factors when it comes to digital infrastructure allocation?
• How are funds coping with squeezed terms on financing in the current hostile environment?
• How are market conditions affecting portfolio companies and underwritings in this sector?

A speaker photo for Mamoun  Jamai

Mamoun Jamai

CFA - Head of Digital Infrastructure, ADIA

Read bio
A speaker photo for Dr. Christopher 	 Stief

Dr. Christopher Stief

Co-Founder and CEO, DATA CASTLE

Read bio
A speaker photo for Laurens-Jan Sipma

Laurens-Jan Sipma

Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management

Read bio
10:15 - 11:00

Exploring the growing digital infrastructure menu for investors

Charles Clément-Fromentel, Anish Butani, Sujoy Roy, Kanan Joshi, Pia Lambert

• Examining the rapidly developing investment market for fibre, towers and data centres
• Secondaries, debt funds and more: what options are institutional and private investors exploring?
• How is this being reflected in the fundraising arena amongst specialist, emerging and blue-chip fund managers?
• How are funds meeting investor ESG demand?

A speaker photo for Charles Clément-Fromentel

Charles Clément-Fromentel

Managing Director, BTSG

Read bio
A speaker photo for Anish Butani

Anish Butani

Senior Director, bfinance

Read bio
A speaker photo for Sujoy  Roy

Sujoy Roy

Head of Financial Advisory, SBI Shinsei International Limited

Read bio
A speaker photo for Kanan  Joshi

Kanan Joshi

Executive Director, Upper Bay Infrastructure Partners

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A speaker photo for Pia Lambert

Pia Lambert

Executive Director, Morrison & Co

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11:00 - 11:30

Coffee & networking with ESG & Sustainability and Emerging Markets attendees

Digital Infrastructure Forum 2023
11:30 - 12:15

Why high-quality assets will reign supreme in the short and long-term

Philip Green, Benn Mikula
  • A quality and price balance: how assets can stand out in todays and tomorrow’s market
  • What does high-quality look like across the sub-sectors of digital infrastructure? Where does sustainability feature in this conversation?
  • How are funds doing their due diligence on this and what tweaks can they make to perfect the process?
A speaker photo for Philip Green

Philip Green

Head of Transport and Telecoms, Global Structured Finance, EMEA, SMBC

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A speaker photo for Benn Mikula

Benn Mikula

Managing Partner and Co-CEO, Cordiant Capital

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12:15 - 13:00

Digging into the detail on digital infrastructure valuations

Charles Clément-Fromentel, Oliver Bradley, Omar Jaffrey, Elie Nammar, Canan Anli

• On trend or not? Are digital asset valuations defying gravity like other infrastructure assets or are they reacting differently?
• When, if at all, might we see possible corrections? Will private follow public?
• How have asset valuations so far reflected investor interest and compared to other TMT sectors?

Moderator: Charles Clément-Fromentel, Managing Director, BTSG

A speaker photo for Charles Clément-Fromentel

Charles Clément-Fromentel

Managing Director, BTSG

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A speaker photo for Oliver Bradley

Oliver Bradley

Managing Director, Macquarie Capital

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A speaker photo for Omar Jaffrey

Omar Jaffrey

Managing Partner and Sole Founder, Palistar Capital

Read bio
A speaker photo for Elie  Nammar

Elie Nammar

Senior Director and Partner, Vauban Infrastructure Partners

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A speaker photo for Canan Anli

Canan Anli

Senior Advisor, PMP Strategy

Read bio
13:00 - 14:00

Networking lunch with ESG & Sustainability and Emerging Markets attendees

Digital Infrastructure Forum 2023
14:00 - 14:40

Untangling fibre rollout in 2023 and beyond

Mark Weisdorf, Alessandro Ravagnolo, Jeroen Kleinjan, Ken Campbell, Shaharyar Jawaid, James Heath
  • Examining rollout dynamics across Europe and beyond: which countries and regions have solved which challenges?
  • Dissecting the latest dynamics between private capital, equity partners, developers, public organisations and other stakeholders
  • Greenfield investments, market consolidation and other considerations as investors mitigate risk in an ever changing, complex environment

Moderator: Mark Weisdorf, Chair of the Investment Committee, IST3 IG

A speaker photo for Mark  Weisdorf

Mark Weisdorf

Chair of the Investment Committee, IST3 IG

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A speaker photo for Alessandro Ravagnolo

Alessandro Ravagnolo

Partner, Analysys Mason

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A speaker photo for Jeroen  Kleinjan

Jeroen Kleinjan

Managing Director, Global Lead Telecom, ING

Read bio
A speaker photo for Ken Campbell

Ken Campbell

Partner, PMP Strategy

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A speaker photo for Shaharyar Jawaid

Shaharyar Jawaid

Senior ICT Specialist, Islamic Development Bank

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A speaker photo for James  Heath

James Heath

Chief Executive, National Infrastructure Commission

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14:40 - 15:00

Case study: Success story: A deep-dive into a digital infrastructure transaction

David Grain
A speaker photo for David Grain

David Grain

Chief Executive Officer and Founder, Grain Management

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15:00 - 15:30

Coffee & networking with ESG & Sustainability and Emerging Markets attendees

Digital Infrastructure Forum 2023
15:30 - 16:05

Data centres: still in demand?

Matthias Hamel, Waldemar Maurer, Zahl Limbuwala, Jonathan Zelmanovitch, Stephan Freitas Krause, Ljudmila Popova
  • Where is the demand when it comes to hyperscale, edge and other types of data centres
  • Hurdles to success: addressing question marks over power and energy consumption, readiness for ESG and vulnerability to climate
  • What regions are most appealing at present, and why?

Moderator: Matthias Hamel, Partner, Altman Solon

A speaker photo for Matthias  Hamel

Matthias Hamel

Partner, Altman Solon

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A speaker photo for Waldemar Maurer

Waldemar Maurer

Managing Director, DTCP

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A speaker photo for Zahl Limbuwala

Zahl Limbuwala

Chief Operating Officer, AtlasEdge Data Centres

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A speaker photo for Jonathan  Zelmanovitch

Jonathan Zelmanovitch

Managing Director, PMP Strategy

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A speaker photo for Stephan  Freitas Krause

Stephan Freitas Krause

Vice President, Digital Infrastructure Financing, KfW IPEX-Bank

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A speaker photo for Ljudmila Popova

Ljudmila Popova

Director Digital Infrastructure, NIBC

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16:05 - 16:40

Balloon debate: The next frontier for digital and smart infrastructure

Each participant will champion the merits of technologies and developments that they believe will be paramount in the evolution of digital infrastructure assets as we know them. These include:

  • Edge computing
  • 5G & 6G networks
  • Small-cell technology
  • Artificial intelligence
  • Satellites
16:40 - 17:10

Audience roundtables

Shaharyar Jawaid, Charles Clément-Fromentel, Zahl Limbuwala, Dr. Christopher Stief
  • Data centres-Zahl Limbuwala, Chief Operating Officer, AtlasEdge Data Centres
  • Towers Charles Clément-Fromentel, Managing Director, BTSG
  • Fibre networks
  • 5G
  • Small-cell technology
  • Emerging markets- Shaharyar Jawaid, Senior ICT Specialist, Islamic Development Bank
  • Transport
  • Cloud Technology- Dr. Christopher Stief, CEO & Co-Founder, Data Castle
A speaker photo for Shaharyar Jawaid

Shaharyar Jawaid

Senior ICT Specialist, Islamic Development Bank

Read bio
A speaker photo for Charles Clément-Fromentel

Charles Clément-Fromentel

Managing Director, BTSG

Read bio
A speaker photo for Zahl Limbuwala

Zahl Limbuwala

Chief Operating Officer, AtlasEdge Data Centres

Read bio
A speaker photo for Dr. Christopher 	 Stief

Dr. Christopher Stief

Co-Founder and CEO, DATA CASTLE

Read bio
17:10 - 17:15

Closing comments from the chair

Canan Anli
A speaker photo for Canan Anli

Canan Anli

Senior Advisor, PMP Strategy

Read bio
17:20 - 17:50

Keynote fireside chat: Putting ESG & sustainability at the heart of your real asset investment approach in 2023 and beyond

Bruno Alves, Isabelle Scemama
  • Executing cutting-edge sustainability methods across a global alternatives business unit
  • How infrastructure and real estate are increasingly intersecting and how this is defining your ESG approach
  • Reality bites? How can infrastructure funds counter present-day challenges like inflation, valuation volatility, soaring costs and other factors, whilst staying the distance on their ESG journey?

Moderator: Bruno Alves, Senior Editor, Infrastructure Investor

A speaker photo for Bruno  Alves

Bruno Alves

Senior Editor, Infrastructure Investor

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A speaker photo for Isabelle Scemama

Isabelle Scemama

Global Head, AXA IM Alts, Member of AXA IM Management Board, Member of the Board of Directors of EPRA

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17:50 - 18:50

Drinks Reception

Bruno Alves

Senior Editor, Infrastructure Investor

Bruno Alves is the Editor of Infrastructure Investor. Bruno has been a journalist for over 10 years and first joined Infrastructure Investor in December 2009, where he quickly rose to become Associate Editor and a leading writer covering the infrastr… 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

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

Ken Campbell

Partner, PMP Strategy

Ken Campbell has more than twenty-five years of experience in the telecom industry. He has served in CEO, senior executive and Board roles with operators in North America, Africa and Europe. Mr. Campbell is a Partner with PMP Strategy. He is also Cha… Read full bio

Charles Clément-Fromentel

Managing Director, BTSG

Charles Clément-Fromentel is currently Managing Director at BTSG and provides shareholders and restructuring advisory for mid and large companies in France. He has an extensive M&A background and is a former Manager at the French Sovereign Funds… Read full bio

Anish Butani

Senior Director, bfinance

Anish is a Senior Director in the Private Markets team at bfinance and leads the firm’s coverage of the infrastructure asset class. Since joining bfinance in 2017, Anish has advised a broad range of clients globally in allocating over $8bn to the inf… Read full bio

Stephan Freitas Krause

Vice President, Digital Infrastructure Financing, KfW IPEX-Bank

Stephan Freitas Krause is a Vice President with the digital infrastructure team of KfW IPEX-Bank, being responsible for the origination and execution of large scale digital infrastructure projects throughout Europe and beyond. The focus lies on senio… Read full bio

David Grain

Chief Executive Officer and Founder, Grain Management

Mr. Grain is the Founder and CEO of sector-focused investment firm Grain Management ("Grain"). Established in 2007 and headquartered in Washington D.C., Grain is a private investment firm that focuses on communications infrastructure and technology c… Read full bio

Philip Green

Head of Transport and Telecoms, Global Structured Finance, EMEA, SMBC

Phil heads the Transport and Telecoms team. He joined SMBC Group in 2008. Based in London, Phil also completed a one year secondment to SMBC Group's Tokyo Global HQ in 2011/12. With 18 years of experience of project and big-ticket asset financing, hi… 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

James Heath

Chief Executive, National Infrastructure Commission

James Heath is the Chief Executive of the National Infrastructure Commission. The NIC advises the UK Government on long-term strategy and policy for economic infrastructure, covering digital, transport, energy, water and wastewater, waste and flood r… Read full bio

Omar Jaffrey

Managing Partner and Sole Founder, Palistar Capital

Omar Jaffrey has been involved in technology, media and telecommunications (“TMT”) investments, mergers and acquisitions, strategic partnerships, public and private capital raises, restructuring and bankruptcies for over 30 years. Mr. Jaffrey founded… Read full bio

Mamoun Jamai

CFA - Head of Digital Infrastructure, ADIA

Mamoun Jamai is a senior member of the Infrastructure Department at the Abu Dhabi Investment Authority (“ADIA”), where he is responsible for developing and implementing investment strategy for Digital Infrastructure, globally. Previously, he was resp… Read full bio

Shaharyar Jawaid

Senior ICT Specialist, Islamic Development Bank

Shaharyar Jawaid is a Global Technology for Development Expert and has over 14 years of professional experience and learning in International Development, IT/Telco industry, Investment Advisory, International Public Speaking and successfully leading,… Read full bio

Kanan Joshi

Partner and Head of CIF, DIF Capital Partners

Kanan Joshi is Head of Digital Infrastructure at DIF Capital Partners. Her role is to originate, underwrite and manage infrastructure private equity investments, focusing on telecom and internet infrastructure. Kanan is DIF’s first hire in the United… 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

Pia Lambert

Executive Director, Morrison & Co

Pia holds the position of Executive Director at Morrison & Co, having joined the firm in 2022. She is responsible for expanding its infrastructure investment and asset management activities across Europe. She has successfully worked on over €2bn… Read full bio

Zahl Limbuwala

Chief Operating Officer, AtlasEdge Data Centres

Zahl is responsible for the smooth operation of AtlasEdge's data centre portfolio, including Operations & Engineering, Design & Construction, Physical & Cyber Security, Sustainability, Procurement and Programme Management. Prior to joinin… Read full bio

Waldemar Maurer

Managing Director, DTCP

He has more than 10 years of experience in private equity and investment banking. Waldemar is a member of the Investment Advisory Committee of DTCP and serves on the board of Cellnex Netherlands, Keepler Data Tech and maincubes. Previously, he had bo… Read full bio

Benn Mikula

Managing Partner and Co-CEO, Cordiant Capital

Benn Mikula is Cordiant’s Joint Managing Partner and co-heads the firm’s Digital Infrastructure practice alongside Steven Marshall. Cordiant’s funds in this area include Cordiant Digital Infrastructure Limited (CORD on the London Stock Exchange) and… Read full bio

Elie Nammar

Senior Director and Partner, Vauban Infrastructure Partners

Elie Nammar is a Senior Director and Partner at Vauban Infrastructure Partners. His most recent experiences prior to joining Vauban IP, include Oliver Wyman in their Paris offices as a senior member of the Telecom Media and Technology practice and as… 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 200 assignments in more than 80 developed and emerging mar… Read full bio

Sujoy Roy

Head of Financial Advisory, SBI Shinsei International Limited

Sujoy joined Shinsei International Limited, a subsidiary of SBI 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 syndica… Read full bio

Isabelle Scemama

Global Head, AXA IM Alts, Member of AXA IM Management Board, Member of the Board of Directors of EPRA

Isabelle Scemama is Global Head of AXA IM Alts. Isabelle oversees AXA IM’s €184bn alternative business unit, AXA IM Alts, which employs over 800 people located in 17 offices, serving the needs of more than 500 clients globally. AXA IM Alts is a globa… Read full bio

Laurens-Jan Sipma

Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management

Laurens-Jan is a Senior Portfolio Manager in APG’s European infrastructure team and is responsible for sourcing, executing and performing asset management of infrastructure equity investments, with a focus on digital infrastructure. He has been recen… Read full bio

Dr. Christopher Stief

Co-Founder and CEO, DATA CASTLE

Dr. Christopher Stief is Co-Founder and CEO of DATA CASTLE, a Green Data Center Platform in Germany. DATA CASTLE designs, plans, builds and operates energy efficient and highly available data centers in Germany.

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

Mark Weisdorf

Chair of the Investment Committee, IST3 IG

Mark Weisdorf is Managing Partner of Mark Weisdorf Associates, LLC, focusing on private market infrastructure and real assets investment strategies. He is Investment Committee Chair of Zurich-based Swiss pension plan cooperative, IST3 Infrastruktur G… Read full bio

Jonathan Zelmanovitch

Managing Director, PMP Strategy

Jonathan is a Managing Director at PMP in charge of the Global Datacenter & Software Practice as well as the Private Equity Practice. He mainly advises infrastructure investors and Private Equity firms. Jonathan started his career in Investment B… Read full bio