Infrastructure
Investor
Investor
Digital Infrastructure Deep Dive
19 May 2021,
Virtual Event, UTC +1
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’.
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
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
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 Golden
Managing Director, Global Head of Capital Formation, DigitalBridge
Leslie Wolff Golden is a Managing Director, Global Head of Capital Formation and Investor Relations at DigitalBridge Investment Management. Prior to joining DigitalBridge, Ms. Golden was a Managing Director in the Investor Solutions Group of Macquari… Read full bio