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