Building the future: harnessing the power of connectivity
Attendees connected with a global community of investors and managers at the Digital Infrastructure Forum, part of the Infrastructure Investor Global Summit, and explored this increasingly important sub-asset class.
Key themes included:
- Investigating the sub sectors of digital infrastructure: fibre, data centres, and digital tower infrastructure
- Investor perspectives on how to revolutionise digital infrastructure
- Navigating the roadmap to sustainable digital infrastructure
- The challenges and benefits of integrating AI into urban infrastructure frameworks
Our line-up of industry leading speakers include:
Six specialist forums. One Global Summit.
The Digital Infrastructure Forum is part of the industry’s leading event, the Infrastructure Investor Global Summit, taking place across four days in Berlin. From ESG & Sustainability to the Energy Transition, the Summit delves deep into each of the sub-asset classes to provide actionable insights to individuals with varying areas of interest.
Are you a private or institutional investor?
Then you may be eligible for a complimentary pass. A limited number of passes are available for eligible allocators and institutional and private investors to join the event. To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
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@pei.group 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.
Agenda
Infrastructure Investor Digital Infrastructure Forum 2024 - Monday 18th
Registration opens
Introduction from Infrastructure Investor
Welcome from the chair
Andrea Martinez Logan, Director, FirstPoint Equity
Opening Panel: Macroeconomic opportunities and challenges in digital infrastructure
- How digital infrastructure is faring in the high inflation and interest rates era
- How the digital players are navigating the demand to meet the growth
- Looking through the crystal ball: what’s next for the digital infrastructure sphere
Moderator: Dolly Mirchandani, Partner, White & Case
Panel: Discussing the significance of investing in digital tower infrastructure for the telecommunications industry
- Exploring what specific requirements and challenges are associated with implementing 5G/6G capabilities on towers
- Discussing the importance of tower performance, managing power supply and backup systems
- Analysing the role of technologies like small cells in enhancing digital tower infrastructure for future needs
Moderator: Mark Weisdorf, Chair of Investment Committee, IST3 Infrastruktur Global
Erica Noda
Principal Investment Officer, International Finance Corporation (World Bank Group)
Read bioCoffee and networking with ESG & Sustainability and Emerging Markets attendees
Panel: Unleashing the potential: investing in data centres for future growth
- Discovering the increasing need for data centre infrastructure investments and how to ensure resiliency amongst the newer models in an ever-shifting business landscape
- How the current market environment has changed data centre investment and what investors plan to do about legacy data centre assets
- Exploring the criticality of a secure and reliable power supply for data centres and the increasing regulations around it
Moderator: David Strauss, Principal, Broadband Success Partners
Panel: AI - Looking beyond the buzzword
- How existing players are keeping up with the new wave of AI
- What AI means for infrastructure investors
- Discussing the challenges and benefits of integrating AI into urban infrastructure frameworks
Moderator: Zak Bently, Americas Editor, Infrastructure Investor
Quynh Tran
Managing Director and Head of Infrastructure Finance, North America, Sumitomo Mitsui Banking Corporation
Read bioNetworking lunch with ESG & Sustainability and Emerging Markets attendees
Panel: Driving growth: unleashing the role of fibre investments
- The importance of fibre investment for economic growth and innovation
- How the role of wholesale in acting as protection over fibre overbuild and the different strategies and models
- The role of public-private partnerships in driving investment into fibre
Moderator: Angenika Kunne, Managing Director, Head of Infrastructure Equity, Aviva Investors
Laurens-Jan Sipma
Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management
Read bioFireside chat: How do we tackle the AI beast from a sustainability standpoint within the datacenter sector?
- How to adopt advanced power management techniques to reduce the environmental impact of AI operations
- Navigating how to integrate renewable energy sources to reduce their reliance on fossil fuels and lower their carbon footprint and how to leverage solar, wind or hydroelectric power
- How to implement the proper lifecycle management of AI infrastructure including responsible disposal and recycling or electronic waste and how to extend the lifespan of AI hardware
Moderator: Isabel O’Brien, Reporter, Americas, Infrastructure Investor
Coffee & networking with ESG & Sustainability and Emerging Markets attendees
Panel: Navigating the roadmap to sustainable digital infrastructure
- Exploring the benefits, challenges and potential strategies for achieving sustainbility across digital infrastructure assets incorporating the social benefits of connectivity
- The importance of monitoring and transparently reporting the environmental impact of digital infrastructure projects
- Investigating the challenges and opportunities of managing electronic waste
- The role of private investors in accelerating the sustainability agenda for digital infrastructure business
Moderator: Dr. Stefan Weissenböck, Founder & Managing Partner, infrAM
LP Panel: The evolution of institutional investment in digital infrastructure
- Best practises and success stories of institutional digital infrastructure initiatives
- Dissecting the disconnect between distressed listed valuations and private valuations which are still at a significant premium in comparison
- Discussing the extent of which the economic environment is affecting institutional capital activity and commitment to digital infrastructure
Moderator: Andrea Martinez Logan, Director, FirstPoint Equity
Fred Robert
Senior Principal, Global Infrastructure, Investment Management Corporation of Ontario
Read bioPolling 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:
- Artificial Intelligence – Dr Christopher Stief, Chief Executive Officer, DATA CASTLE
- Edge computing – Thor Johnsen, Managing Partner, Digital Gravity Infrastructure Partners (DGP)
- RanCo – Miltos Andriopoulos, Principal, Analysys Mason
- Cloud technology – Jonathan Zelmanovitch, Managing Director, PMP Strategy
Moderator: Canan Anli, Senior Advisor, PMP Strategy
Closing comments from the chair
Andrea Martinez Logan, Director, FirstPoint Equity
Keynote: Keynote: The next frontiers of transition investing with Mark Carney
- The next frontiers of transition investing with Mark Carney
- Scaling solutions for heavy industry and artificial intelligence
- Helping companies avoid ‘transition traps’
- Flowing transition finance to emerging markets and developing economies
- Making global supply chains more dependable
Moderator: Bruno Alves, Senior Editor, Infrastructure Investor