The 4th utility comes to the fore

Taking place on 19 May, our Deep Dive on Digital Infrastructure will look at whether the reality matches the hype for the ‘fourth utility’.

 

Day 1

Agenda

Digital Infrastructure Deep Dive - Wednesday 19th

Digital Infrastructure Deep Dive, London (UTC+1)
16:50 - 17:00

Welcome from Infrastructure Investor and introduction to the Global Passport

17:00 - 17:40

The digital infrastructure workshop: Identifying the great, the good and the ugly

Adam Smallman, Jorge Alvarez, Dinesh Ramasamy, John Ritter, Leslie Golden

Panel Session

  • Which sectors within digital have more or less infrastructure characteristics? Which ones are more like PE or real estate?
  • Regulation, data location and the effect on business cases
  • Valuations: is there enough growth to cushion frothy multiples?
  • What is the appropriate exposure for a generalist infrastructure strategy to the digital infra sub-sector?

Moderator: Adam Smallman, Director of Membership Programs, PEI Media 

Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI Media

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A speaker photo for Jorge Alvarez

Jorge Alvarez

Operating Partner, Asterion Industrial Partners

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A speaker photo for Dinesh Ramasamy

Dinesh Ramasamy

Principal - Infrastructure & Real Assets, Pantheon Ventures

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A speaker photo for John Ritter

John Ritter

Managing Director, University of California

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A speaker photo for Leslie Golden

Leslie Golden

Managing Director, Global Head of Capital Formation, DigitalBridge

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17:40 - 18:00

Meet the speakers live video Q&A

Deep Dive Speakers

Jorge Alvarez

Operating Partner, Asterion Industrial Partners

Dinesh Ramasamy

Principal - Infrastructure & Real Assets, Pantheon Ventures

John Ritter

Managing Director, University of California

Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI Media

Leslie Golden

Managing Director, Global Head of Capital Formation, DigitalBridge