Investor
Digital Infrastructure Forum Global Summit 2023
20 March 2023,
Hilton, Berlin
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
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.
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.
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
Agenda
Monday - Monday 20th
Introduction from Infrastructure Investor
Welcome from the chair
Macroeconomic considerations across the vast spectrum of digital infrastructure
• 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?
Exploring the growing digital infrastructure menu for investors
• 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?
Coffee & networking with ESG & Sustainability and Emerging Markets attendees
Why high-quality assets will reign supreme in the short and long-term
- 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?
Digging into the detail on digital infrastructure valuations
• 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
Networking lunch with ESG & Sustainability and Emerging Markets attendees
Untangling fibre rollout in 2023 and beyond
- 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
Case study: Success story: A deep-dive into a digital infrastructure transaction
Coffee & networking with ESG & Sustainability and Emerging Markets attendees
Data centres: still in demand?
- 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
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
Audience roundtables
- 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
Closing comments from the chair
Keynote fireside chat: Putting ESG & sustainability at the heart of your real asset investment approach in 2023 and beyond
- 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
Drinks Reception
Bruno Alves
Senior Editor, Infrastructure Investor
Canan Anli
Senior Advisor, PMP Strategy
Oliver Bradley
Managing Director, Macquarie Capital
Ken Campbell
Partner, PMP Strategy
Charles Clément-Fromentel
Managing Director, BTSG
Anish Butani
Senior Director, bfinance
Stephan Freitas Krause
Vice President, Digital Infrastructure Financing, KfW IPEX-Bank
David Grain
Chief Executive Officer and Founder, Grain Management
Philip Green
Head of Transport and Telecoms, Global Structured Finance, EMEA, SMBC
Matthias Hamel
Partner, Altman Solon
James Heath
Chief Executive, National Infrastructure Commission
Omar Jaffrey
Managing Partner and Sole Founder, Palistar Capital
Mamoun Jamai
CFA - Head of Digital Infrastructure, ADIA
Shaharyar Jawaid
Senior ICT Specialist, Islamic Development Bank
Kanan Joshi
Partner and Head of CIF, DIF Capital Partners
Jeroen Kleinjan
Managing Director, Global Lead Telecom, ING
Pia Lambert
Executive Director, Morrison & Co
Zahl Limbuwala
Chief Operating Officer, AtlasEdge Data Centres
Waldemar Maurer
Managing Director, DTCP
Benn Mikula
Managing Partner and Co-CEO, Cordiant Capital
Elie Nammar
Senior Director and Partner, Vauban Infrastructure Partners
Ljudmila Popova
Director Digital Infrastructure, NIBC
Alessandro Ravagnolo
Partner, Analysys Mason
Sujoy Roy
Head of Financial Advisory, SBI Shinsei International Limited
Isabelle Scemama
Global Head, AXA IM Alts, Member of AXA IM Management Board, Member of the Board of Directors of EPRA
Laurens-Jan Sipma
Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management
Dr. Christopher Stief
Co-Founder and CEO, DATA CASTLE
Darragh Stokes
Managing Partner, Hardiman Telecoms
Mark Weisdorf
Chair of the Investment Committee, IST3 IG
