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.

Apply for your investor pass

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.

kitty.w@pei.group

Day 1
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Agenda

Infrastructure Investor Digital Infrastructure Forum 2024 - Monday 18th

07:30 - 09:00

Registration opens

Digital Infrastructure Forum 2024
09:10 - 09:15

Introduction from Infrastructure Investor

09:15 - 09:30

Welcome from the chair

Andrea Logan

Andrea Martinez Logan, Director, FirstPoint Equity

A speaker photo for Andrea Logan

Andrea Logan

Director, FirstPoint Equity

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09:30 - 10:15

Opening Panel: Macroeconomic opportunities and challenges in digital infrastructure

Dolly Mirchandani, Mamoun Jamai, Omar Jaffrey, Thor Johnsen, Romain Py, Vicente Vento
  • 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

A speaker photo for Dolly Mirchandani

Dolly Mirchandani

Partner, White & Case

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A speaker photo for Mamoun  Jamai

Mamoun Jamai

CFA - Head of Digital Infrastructure, ADIA

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A speaker photo for Omar Jaffrey

Omar Jaffrey

Managing Partner and Sole Founder, Palistar Capital

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A speaker photo for Thor Johnsen

Thor Johnsen

Managing Partner, Digital Gravity Infrastructure Partners

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A speaker photo for Romain Py

Romain Py

Partner

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A speaker photo for Vicente Vento

Vicente Vento

Managing Partner, DTCP

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10:15 - 11:00

Panel: Discussing the significance of investing in digital tower infrastructure for the telecommunications industry

Mark Weisdorf, Victor Magny, Steven Marshall, Erica Noda
  • 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

A speaker photo for Mark  Weisdorf

Mark Weisdorf

Chair of the Investment Committee, IST3 Infrastruktur Global

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A speaker photo for Victor Magny

Victor Magny

Partner, PMP Strategy

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A speaker photo for Steven Marshall

Steven Marshall

Chairman, Co-Founder and Managing Partner, Cordiant Digital infrastructure

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A speaker photo for Erica Noda

Erica Noda

Principal Investment Officer, International Finance Corporation (World Bank Group)

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11:00 - 11:30

Coffee and networking with ESG & Sustainability and Emerging Markets attendees

Digital Infrastructure Forum 2024
11:30 - 12:15

Panel: Unleashing the potential: investing in data centres for future growth

David Strauss, Canan Anli, Ashraf Arafeh, Willem Jansonius, Ljudmila Popova, Dr Christopher Stief
  • 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

A speaker photo for David Strauss

David Strauss

Principal, Broadband Success Partners

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A speaker photo for Canan Anli

Canan Anli

Senior Advisor, PMP Strategy

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A speaker photo for Ashraf Arafeh

Ashraf Arafeh

Director of Cloud Park, TONOMUS Compute

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A speaker photo for Willem Jansonius

Willem Jansonius

Partner and Head of CIF, DIF Capital Partners

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A speaker photo for Ljudmila Popova

Ljudmila Popova

Director Digital Infrastructure, NIBC

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A speaker photo for Dr Christopher Stief

Dr Christopher Stief

Co-Founder and CEO, DATA CASTLE

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12:15 - 13:00

Panel: AI - Looking beyond the buzzword

Zak Bentley, David Blackford, Jon Mauck, Mark Prybutok, Quynh Tran
  • 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

A speaker photo for Zak Bentley

Zak Bentley

Americas Editor, Infrastructure Investor

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A speaker photo for David Blackford

David Blackford

Managing Director, Investments, CIM Group

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A speaker photo for Jon Mauck

Jon Mauck

Senior Managing Director

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A speaker photo for Mark Prybutok

Mark Prybutok

Managing Director, GI Partners

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A speaker photo for Quynh Tran

Quynh Tran

Managing Director and Head of Infrastructure Finance, North America, Sumitomo Mitsui Banking Corporation

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13:00 - 14:00

Networking lunch with ESG & Sustainability and Emerging Markets attendees

Digital Infrastructure Forum 2024
14:00 - 14:40

Panel: Driving growth: unleashing the role of fibre investments

Angenika Kunne, Nic DiLoretta, Stephan Freitas Krause, Rick Shrotri, Laurens-Jan Sipma, Thomas Vieillescazes
  • 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

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Angenika Kunne

Managing Director, Head of Infrastructure Equity, Aviva Investors

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A speaker photo for Nic DiLoretta

Nic DiLoretta

Managing Director, Head of Real Assets, Aksia LLC

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A speaker photo for Stephan  Freitas Krause

Stephan Freitas Krause

Director – Infrastructure Financing, KfW IPEX-Bank

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A speaker photo for Rick Shrotri

Rick Shrotri

Managing Partner, Digital Alpha

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A speaker photo for Laurens-Jan Sipma

Laurens-Jan Sipma

Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management

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A speaker photo for Thomas Vieillescazes

Thomas Vieillescazes

Partner and Head of DIF France, DIF Capital Partners

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14:40 - 15:00

Fireside chat: How do we tackle the AI beast from a sustainability standpoint within the datacenter sector?

Isabel O'Brien, Isabelle Kemlin
  • 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

A speaker photo for Isabel O'Brien

Isabel O'Brien

Reporter, Americas, Infrastructure Investor

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A speaker photo for Isabelle Kemlin

Isabelle Kemlin

Business and Innovation Executive - RISE / Vice Chair of the Board - Swedish Datacenter Industry

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15:00 - 15:30

Coffee & networking with ESG & Sustainability and Emerging Markets attendees

Digital Infrastructure Forum 2024
15:30 - 16:05

Panel: Navigating the roadmap to sustainable digital infrastructure

Dr. Stefan Weissenböck, Bethany Brantley, Gwen Colin, Romain Le Mélinaidre, Hannah Schofield
  • 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

A speaker photo for Dr. Stefan Weissenböck

Dr. Stefan Weissenböck

Founder & Managing Partner, infrAM

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A speaker photo for Bethany Brantley

Bethany Brantley

Global Head of ESG, IPI Partners

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A speaker photo for Gwen Colin

Gwen Colin

Head of ESG and Partner, Vauban Infrastructure Partners

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A speaker photo for Romain Le Mélinaidre

Romain Le Mélinaidre

Investment Executive Director, Infranity part of Generali Investments

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A speaker photo for Hannah Schofield

Hannah Schofield

Managing Director, DC Advisory

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16:05 - 16:35

LP Panel: The evolution of institutional investment in digital infrastructure

Andrea Logan, Ashli Aslin, Christian Fingerle, Krish Gandy, Fred Robert, Gabriele Todesca
  • 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

A speaker photo for Andrea Logan

Andrea Logan

Director, FirstPoint Equity

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A speaker photo for Ashli  Aslin

Ashli Aslin

Senior Analyst Real Assets and Infrastructure, Albourne

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A speaker photo for Christian Fingerle

Christian Fingerle

Senior Managing Director, StepStone Group

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A speaker photo for Krish Gandy

Krish Gandy

Associate Portfolio Manager - Infrastructure, Aware Super

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A speaker photo for Fred Robert

Fred Robert

Senior Principal, Global Infrastructure, Investment Management Corporation of Ontario

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A speaker photo for Gabriele Todesca

Gabriele Todesca

Head of Infrastructure Investments, European Investment Fund

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16:35 - 17:15

Polling debate: The next frontier for digital and smart infrastructure

Canan Anli, Miltos Andriopoulos, Thor Johnsen, Dr Christopher Stief, Jonathan Zelmanovitch

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

A speaker photo for Canan Anli

Canan Anli

Senior Advisor, PMP Strategy

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A speaker photo for Miltos Andriopoulos

Miltos Andriopoulos

Principal, Analysys Mason

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A speaker photo for Thor Johnsen

Thor Johnsen

Managing Partner, Digital Gravity Infrastructure Partners

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A speaker photo for Dr Christopher Stief

Dr Christopher Stief

Co-Founder and CEO, DATA CASTLE

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A speaker photo for Jonathan Zelmanovitch

Jonathan Zelmanovitch

Partner, PMP Strategy

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17:15 - 17:20

Closing comments from the chair

Andrea Logan

Andrea Martinez Logan, Director, FirstPoint Equity

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Andrea Logan

Director, FirstPoint Equity

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17:20 - 18:00

Keynote: Keynote: The next frontiers of transition investing with Mark Carney

Bruno Alves, 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

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Bruno Alves

Senior Editor, Infrastructure Investor

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A speaker photo for Mark Carney

Mark Carney

Chair, Brookfield Asset Management; Head of Transition Investing, Brookfield

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18:00 - 19:00

Members’ Welcome Drinks Reception

Bruno Alves

Senior Editor, Infrastructure Investor

Miltos Andriopoulos

Principal, Analysys Mason

Canan Anli

Senior Advisor, PMP Strategy

Ashraf Arafeh

Director of Cloud Park, TONOMUS Compute

Ashli Aslin

Senior Analyst Real Assets and Infrastructure, Albourne

Zak Bentley

Americas Editor, Infrastructure Investor

David Blackford

Managing Director, Investments, CIM Group

Bethany Brantley

Global Head of ESG, IPI Partners

Mark Carney

Chair, Brookfield Asset Management; Head of Transition Investing, Brookfield

Gwen Colin

Head of ESG and Partner, Vauban Infrastructure Partners

Nic DiLoretta

Managing Director, Head of Real Assets, Aksia LLC

Christian Fingerle

Senior Managing Director, StepStone Group

Stephan Freitas Krause

Director – Infrastructure Financing, KfW IPEX-Bank

Krish Gandy

Associate Portfolio Manager - Infrastructure, Aware Super

Omar Jaffrey

Managing Partner and Sole Founder, Palistar Capital

Mamoun Jamai

CFA - Head of Digital Infrastructure, ADIA

Willem Jansonius

Partner and Head of CIF, DIF Capital Partners

Thor Johnsen

Managing Partner, Digital Gravity Infrastructure Partners

Isabelle Kemlin

Business and Innovation Executive - RISE / Vice Chair of the Board - Swedish Datacenter Industry

Angenika Kunne

Managing Director, Head of Infrastructure Equity, Aviva Investors

Romain Le Mélinaidre

Investment Executive Director, Infranity part of Generali Investments

Andrea Logan

Director, FirstPoint Equity

Victor Magny

Partner, PMP Strategy

Steven Marshall

Chairman, Co-Founder and Managing Partner, Cordiant Digital infrastructure

Jon Mauck

Senior Managing Director, DigitalBridge

Dolly Mirchandani

Partner, White & Case

Erica Noda

Principal Investment Officer, International Finance Corporation (World Bank Group)

Isabel O'Brien

Reporter, Americas, Infrastructure Investor

Ljudmila Popova

Director Digital Infrastructure, NIBC

Mark Prybutok

Managing Director, GI Partners

Romain Py

Partner, Arjun Infrastructure Partners

Fred Robert

Senior Principal, Global Infrastructure, Investment Management Corporation of Ontario

Hannah Schofield

Managing Director, DC Advisory

Rick Shrotri

Managing Partner, Digital Alpha

Laurens-Jan Sipma

Senior Portfolio Manager, Infrastructure Private Equity, APG Asset Management

Dr Christopher Stief

Co-Founder and CEO, DATA CASTLE

David Strauss

Principal, Broadband Success Partners

Gabriele Todesca

Head of Infrastructure Investments, European Investment Fund

Quynh Tran

Managing Director and Head of Infrastructure Finance, North America, Sumitomo Mitsui Banking Corporation

Vicente Vento

Managing Partner, DTCP

Thomas Vieillescazes

Partner and Head of DIF France, DIF Capital Partners

Mark Weisdorf

Chair of the Investment Committee, IST3 Infrastruktur Global

Dr. Stefan Weissenböck

Founder & Managing Partner, infrAM

Jonathan Zelmanovitch

Partner, PMP Strategy