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 - Wednesday 19th
Welcome from Infrastructure Investor and introduction to the Global Passport
The digital infrastructure workshop: Identifying the great, the good and the ugly
- 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
Director – Membership Programs, PEI Media GroupRead bio
Operating Partner, Asterion Industrial PartnersRead bio
Principal - Infrastructure & Real Assets, Pantheon VenturesRead bio
Managing Director, University of CaliforniaRead bio
Leslie Wolff Golden
Managing Director, Digital ColonyRead bio