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 Wolff 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 Wolff Golden

Leslie Wolff Golden

Managing Director, Digital Colony

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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

Jorge is an Operating Partner at Asterion Industrial Partners. He brings to the team over 20 years of experience in the telecoms industry globally focusing on digital infrastructure investments and partnerships. Jorge has held positions at Nortel Net… Read full bio

Dinesh Ramasamy

Principal - Infrastructure & Real Assets, Pantheon Ventures

Dinesh is a Partner in Pantheon’s Global Infrastructure and Real Assets Investment Team where he focuses on the analysis, evaluation and completion of infrastructure and real asset investment opportunities in the U.S. He is a member of Pantheon’s Glo… Read full bio

John Ritter

Managing Director, University of California

John Ritter manages the real assets investment team at the University of California Board of Regents. Prior to UC Regents, Ritter worked in real assets at the Teacher Retirement System of Texas. University of California The UC investment office manag… Read full bio
Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI Media

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

Leslie Wolff Golden

Managing Director, Digital Colony

Leslie Wolff Golden is a Managing Director at Digital Colony and is primarily responsible for Investor Relations and Capital Formation. Prior to joining Digital Colony, Ms. Golden was a Managing Director in the Investor Solutions Group of Macquarie I… Read full bio