Building the inclusive digital economy of the future

Taking place on 21 October, the Digital Infrastructure Forum will hear from the global community on this increasingly important sub-asset class.

The Forum will provide the perfect place to discuss strategies for investing in digital. Join global investors and managers and discover the potential of digital infrastructure.

 

Infrastructure Investor New York - advance your fundraising

Advance your fundraising

Connect with a global audience of investors actively allocating to digital, looking to put money in a less frothy part of the market. Benefit from focused networking with the right people.

Gain peer-to-peer insights

Discuss how the pandemic has reinforced the need for digital connectivity and what that means for private investment, where we are seeing significant deal activity taking place in the market, how we can invest towards an inclusive digital economy of the future and much more.

Infrastructure Investor - build your network

Save time building your network

Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.

2021 speakers include:

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One Summit. Seven Forums.

The Digital Infrastructure Forum is part of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure.

The private infrastructure industry’s annual general meeting

The role of infrastructure in the route to net-zero

Scaling emerging market investment in a post-pandemic world

Investing in assets which provide essential services

The future of energy

From pandemic-resilience towards sustainable growth

Sponsorship opportunities

The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.

For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498

 

Day 1
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Agenda

Digital Infrastructure Forum - Thursday 21st

Digital Infrastructure Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

Alessandro Ravagnolo
A speaker photo for Alessandro Ravagnolo

Alessandro Ravagnolo

Partner, Analysys Mason

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09:00 - 09:45

Investing towards an inclusive, global digital economy

Matthias Hamel , Jussi Ahonen, Melissa Cohen, Claudio Ghisu, James Heath
  • How the pandemic has reinforced the need for digital connectivity and what that means for private investment
  • How have business models, cultures & attitudes shifted in favour of digital infrastructure?
  • Where are we seeing significant deal activity taking place in the market?
  • Why digital infrastructure is cementing its own place in LP investment portfolios

Moderator: Matthias Hamel, Partner, Altman Solon

A speaker photo for Matthias Hamel

Matthias Hamel

Partner, Altman Solon

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A speaker photo for Jussi Ahonen

Jussi Ahonen

Head of Digital Infrastructure and Solutions, Finnfund

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A speaker photo for Melissa Cohen

Melissa Cohen

Managing Director - Infrastructure, Eurazeo

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A speaker photo for Claudio  Ghisu

Claudio Ghisu

Co-Head Infrastructure/Managing Director, YIELCO Investments (Switzerland) AG

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A speaker photo for James Heath

James Heath

Chief Executive, National Infrastructure Commission (UK)

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09:45 - 10:30

Convergence and consolidation in digital infrastructure

Conor Plant , Canan Anli, Benn Mikula
  • How towers, data centres and fibre are continuing to merge and what that means for investors
  • How 5G small cell deployment and other emerging opportunities will play a role in converging portfolios
  • The growing role of telcos and big tech in each sub-asset class
  • How consolidation on a national and international level is altering the landscape

Moderator: Conor Plant, Managing Consultant, Hardiman Telecoms

A speaker photo for Conor  Plant

Conor Plant

Partner, Hardiman Telecoms

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A speaker photo for Canan Anli

Canan Anli

Senior Advisor, PMP Strategy

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A speaker photo for Benn Mikula

Benn Mikula

CEO, Cordiant Capital

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10:30 - 11:00

What it takes to invest in fibre amidst overbuild, consolidation and increasing end-user demand

Conor Plant , Darren Glatt, Dr. Bernd Kreuter, Thomas Lefebvre, Rohini Pahwa
  • Co-operation examples & possibilities between LPs, GPs and telcos
  • Which investors are best suited to which types of build-outs and regions?
  • Developments in overbuild investments in urban areas
  • Does rural connectivity still have a significant role to play in the fibre debate?

Moderator: Conor Plant, Managing Consultant, Hardiman Telecoms

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Conor Plant

Partner, Hardiman Telecoms

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A speaker photo for Darren Glatt

Darren Glatt

Partner and Co-Head of Infrastructure Investing, Searchlight Capital Partners

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A speaker photo for Dr. Bernd Kreuter

Dr. Bernd Kreuter

Managing Partner, Palladio Partners

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A speaker photo for Thomas Lefebvre

Thomas Lefebvre

Partner, I Squared Capital

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A speaker photo for Rohini Pahwa

Rohini Pahwa

Managing Director, Arjun Infrastructure Partners

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11:00 - 11:30

Coffee & networking

Digital Infrastructure Forum
11:30 - 12:10

Examining the edge data centre explosion - moving closer to the customer

Alessandro Ravagnolo, Dr. Dmitriy Antropov, Simon Söder, Michael Wellesley-Wesley
  • How has increased remote working necessitated the need to move closer to end users?
  • What kind of upward trend will we see in global data processing happening in edge data centers?
  • Are edge centers compatible with hyperscalers?
  • Where do investment opportunities lie globally, and what sort of risk returns can investors expect?

Moderator: Alessandro Ravagnolo, Partner, Analysys Mason

A speaker photo for Alessandro Ravagnolo

Alessandro Ravagnolo

Partner, Analysys Mason

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A speaker photo for Dr. Dmitriy Antropov

Dr. Dmitriy Antropov

Co-Head Private Infrastructure Integrated Investments, Managing Director, Partners Group

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A speaker photo for Simon Söder

Simon Söder

Partner, Antin Infrastructure Partners

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A speaker photo for Michael Wellesley-Wesley

Michael Wellesley-Wesley

Chairman and Founder, Green Edge Cloud

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12:10 - 12:30

Fireside Chat: Dissecting digital’s appeal for debt investors

Matias Sottile, Blaise van der Zwaal
  • Pandemic resilience – why digital infrastructure and debt makes sense right now
  • Why banks still offer the stiffest competition in this area and whether this will continue
  • Embracing more risk? Junior, mezzanine, greenfield and other attractive debt opportunities
  • How investors can straddle a debt-equity allocation to digital infra in their portfolio

Moderator: Mattias Sottile, Founder, Ayres Partners

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Matias Sottile

Managing Partner, Ayres Partners

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A speaker photo for Blaise van der Zwaal

Blaise van der Zwaal

Director, TMT & Healthcare Sector Coverage Group, ING Bank

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12:30 - 13:00

Digital infrastructure investment case study

Steven Marshall
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Steven Marshall

Chairman and Managing Partner, Cordiant Digital infrastructure, Cordiant Capital

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13:00 - 14:00

Lunch

Digital Infrastructure Forum
14:00 - 14:40

Fireside Chat: The manifestation of ESG in digital infrastructure assets

Dr. Matthias Lang, Tom Maher
  • Environmental – combating concerns around data centres and other environmental challenges
  • Social – how digital infra can support local communities through job creation, increased connectivity and more
  • Considerations for fund managers amidst increasing ESG regulation and transparency demands from investors

Moderator: Dr. Matthias Lang, Partner, Bird & Bird

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Dr. Matthias Lang

Partner, Bird & Bird

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A speaker photo for Tom Maher

Tom Maher

Managing Director, PATRIZIA

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14:40 - 15:20

Assessing the desire & deployment for digital infrastructure assets across a changing world

Richard Morgan, Oliver Bradley, Phil Cooper, Frank Heiss
  • Examining the impact of overbuild and consolidation in the European market
  • Emerging markets – why LatAm, Asia & Africa offer opportunities that a crowded developed world can’t match
  • Will attitudes, models and opportunities mean the US will continue to lead the way when it comes to capital deployment?
  • Performance, political and other risk considerations for LPs as they look to embrace a global mandate

Moderator: Richard Morgan, Principal, Analysys Mason

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Richard Morgan

Partner, Analysys Mason

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A speaker photo for Oliver Bradley

Oliver Bradley

Managing Director, Macquarie Capital

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A speaker photo for Phil Cooper

Phil Cooper

Director, Digital Infrastructure Accelerator

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A speaker photo for Frank Heiss

Frank Heiss

Managing Director, ICG

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15:20 - 16:00

Beyond the big three – what’s next on the horizon for digital infrastructure?

Phil Cooper, Matteo Andreoletti, Matthias Hamel
  • What does the future hold for the digital infrastructure definition?
  • Blurring the lines of private equity – can tech-cos be brought into the digital infra conversation?
  • 5G, edge, small-cell, distributed tunnel systems – will any of these evolve from fibre, towers & data centres to become their own defined sub-asset class?
  • Digital ‘real assets?’ What will become of the merging with real estate?

Moderator: Philip Cooper, Director, Digital Infrastructure Accelerator

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Phil Cooper

Director, Digital Infrastructure Accelerator

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A speaker photo for Matteo Andreoletti

Matteo Andreoletti

Head of Infrastructure Equity - Europe & North America, Whitehelm Capital

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A speaker photo for Matthias Hamel

Matthias Hamel

Partner, Altman Solon

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16:00 - 16:00

Close of conference

Richard Morgan

Partner, Analysys Mason

Richard is a Partner based in Analysys Mason’s London office, and has been with the company since 2006. He has worked extensively in both strategic and operational roles, and supported numerous large-scale transactions in the TMT sector with a focus on commercial and technical due diligence of digital infrastructure assets.

Richard has broad experience across the TMT sector, having supported clients such as telecoms operators (fixed, mobile, satellite and submarine cable), large Internet players, investors, tower companies, MVNOs and software developers. He has also worked with a variety of public-sector bodies to analyse broadband markets and develop intervention strategies to extend connectivity.

With project experience that spans Europe, Africa, Asia and the Middle East, Richard provides analytical insight to inform clients’ strategies for market entry, growth, acquisition and divestment.

Analysys Mason

Analysys Mason is the world's leading management consultancy focused on TMT, a critical enabler of economic, environmental and social transformation. We bring together unparalleled commercial and technical understanding to deliver bespoke consultancy on strategy, transaction support, transformation, regulation and policy, further strengthened by globally respected research. Our clients value our advice which combines deep domain knowledge with global reach and local insight into markets to help them achieve meaningful business results. We are committed to our clients, employees and communities – contributing to a world where technology delivers for all.