staging

Informing infrastructure investors on digital investments

Hear from investors in this increasingly important sub-asset class. With the growth in data use globally, the fundamentals underpinning digital infrastructure investments are clear. Infrastructure investors have a crucial role to play and this event is the perfect place to discuss strategies for investing digital.

Who attends?

Fund Managers

Learn more about an emerging asset class. Find out whether telecoms towers, fibre-optic rollouts and data centres are really an infrastructure play. Meet investors looking to put money to work in a less frothy part of the market.

Investors

The infrastructure to support the storage and transmission of global data will represent a phenomenal investment opportunity, comparable to the ongoing decarbonisation of the energy mix. Investors will discover the potential of digital infrastructure is much more than a real estate play.

Service Providers

To meet and network with new business partners from every corner of the globe. Service providers will be especially interested in meeting the new funds active in this space. Colony Northstar and Digital Bridge; OPTrust, GIC and Mount Elbert Capital Partners’ and Helios Towers Africa are just three of the players.

Key themes for 2020

  • Impacts of increasing 5G connectivity on the fibre investment market.
  • Smart cities – transforming a metropolis through digital infrastructure.
  • Connectivity and network models of the future and what they will mean for investors.
  • Should investors aim higher on the risk curve? Embracing technology risk in a digital world.
  • Converging asset classes – examining the synergies between data centres, towers and fibre.
  • Impacts of increasing 5G connectivity on the fibre investment market.
  • Smart cities – transforming a metropolis through digital infrastructure.
  • Connectivity and network models of the future and what they will mean for investors.
  • Should investors aim higher on the risk curve? Embracing technology risk in a digital world.
  • Converging asset classes – examining the synergies between data centres, towers and fibre.

One Summit: Seven Forums

The Global Investor Forum is the largest global gathering of institutional and private capital devoted to infrastructure and the focal point of the Global Summit.

Explore infrastructure opportunities across frontier and growth markets at the Emerging Markets Forum.

Hear from government on infrastructure policy across key global markets and the broader effect of politics and government on infrastructure.

The ESG & Sustainability Forum provides a place to showcase best practice and understand what good looks like from a sustainability perspective.

The Energy Transition Forum is the event to learn from and network with a truly international delegation focused on investment opportunities in renewables and the energy transition.

Analyse the benefits of differing investment structures, learn about landmark transactions and pinpoint new opportunities for yield.

World-leading infrastructure managers that attended last year include:

Antin Infrastructure Partners
Arcus Infrastructure Partners
Ardian
BlackRock
DIF
Infracapital
InfraVia Capital Partners
Morgan Stanley
Northleaf Capital Partners
Antin Infrastructure Partners
Arcus Infrastructure Partners
Ardian
BlackRock
DIF
Infracapital
InfraVia Capital Partners
Morgan Stanley
Northleaf Capital Partners

Testimonials

Lincoln Webb

Senior Vice President, BCI

If you are serious about infrastructure investing, Infrastructure Investor’s Global Summit should be a fixture in your calendar.

Stephane Wattez-Richard

Executive Director, Conquest AM

The Global Summit is the best event to meet peers, investors and keep up-to-date on the key challenges & opportunities the asset class faces today.

Holger Haaf

Uniper

To meet so many people in such a short time is not possible without the Summit.

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

 

 

 

2020 Keynote speakers

Dr Ayesha Khanna
Co-Founder and CEO,
ADDO AI

Wiebe Wakker
Dutch Adventurer & Founder,
Plug Me In

Jussi Ahonen

Senior Investment Manager, Finnfund

Matteo Andreoletti

Head of Infrastructure Equity, Whitehelm Capital

Canan Anli

Head of Business Development - ICT, Mubadala Investment Company

Dmitriy Antropov

Co-Head Private Infrastructure Integrated Investments, Partners Group

Oliver Bradley

Managing Director, Macquarie

Tobias Ripka

Partner, Mercer

Tobias Ripka

Partner, Mercer

Uwe Fleischhauer

Managing Director, YIELCO Investments AG

Stefan Franssen

Geschäftsführer, Investment42

Matthias Hamel

Partner and Managing Director, Solon Management Consulting

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Dr. Bernd Kreuter

Managing Partner, Palladio Partners

Paul Lam

Strategy Officer – Digital Infrastructure and Technology, Asian Infrastructure Investment Bank

Philippe Lefebvre

Head of Sector – 5G Deployment Strategy, DG CONNECT

Carlo Maddalena

Senior Portfolio Manager Infrastructure, APG Asset Management

Cara Mascini

CEO, EdgeInfra

Alessandro Ravagnolo

Principal - Consulting, Analysys Mason

Jake Nam

Head of Private Debt, Hana Alternative Asset Management

Steven Sonnenstein

Managing Director, Digital Colony

Darragh Stokes

Senior Managing Partner, Hardiman Telecommunications

David Zimmer

Managing Director, inexio Informationstechnologie und Telekommunikation

Day 1
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Agenda

Digital Infrastructure Forum 2020 - Thursday 15th

Digital Infrastructure Forum 2020 - Thursday 15 October
08:45 - 08:55

Welcome from Infrastructure Investor

08:55 - 09:05

Chairperson’s welcome address

Darragh Stokes

Darragh Stokes

Senior Managing Partner, Hardiman Telecommunications

Read bio
09:05 - 09:50

Converging sub-asset classes – examining the synergies between data centres, towers & fibre

Alessandro Ravagnolo, Dmitriy Antropov, Dr. Bernd Kreuter, Steven Sonnenstein

Panel Session

  • What are the market developments that are blurring the lines between these three assets?
  • How is 5G in particular bringing the three closer together?
  • Cost or revenue basis – are there true strategic synergies between these or is this simply a financial play? Do customers genuinely overlap?
  • What impact should this convergence have on an investor’s approach to digital infrastructure?

Moderator: Alessandro Ravagnolo, Principal – Consulting, Analysys Mason

Alessandro Ravagnolo

Principal - Consulting, Analysys Mason

Read bio

Dmitriy Antropov

Co-Head Private Infrastructure Integrated Investments, Partners Group

Read bio

Dr. Bernd Kreuter

Managing Partner, Palladio Partners

Read bio

Steven Sonnenstein

Managing Director, Digital Colony

Read bio
09:50 - 10:30

Looking to the long-term in your investment approach when it comes to fibre

Oliver Bradley, Jake Nam, David Zimmer

Panel Session

  • As the fibre market develops at speed, what can savvy investors do to evaluate regulatory risk in the long term?
  • Overbuild risk considerations at a time when Europe looks to embrace increasing fibre rollout
  • Assessing long-term market penetration when it comes to fibre and why investors must take this into account
  • Various models to evaluate across Europe & beyond – market-based models, concession models, wholesale models, PPP’s and more

Moderator: Fran González Menéndez, Partner, Consulting, Analysys Mason

Oliver Bradley

Managing Director, Macquarie

Read bio

Jake Nam

Head of Private Debt, Hana Alternative Asset Management

Read bio

David Zimmer

Managing Director, inexio Informationstechnologie und Telekommunikation

Read bio
10:30 - 11:00

Impacts of increasing 5G connectivity on the fibre investment market

Darragh Stokes, Philippe Lefebvre

Panel Session

  • How will developments & rollout of 5G globally in the coming months or years impact investment in fibre? Where does Europe stand compared to other countries & regions?
  • Competition, regulation & market cannibalization – what impacts might it have on the network environment?
  • Is 5G set to be a friend or foe to fibre when it comes to front-end payment?
  • Assessing the knock-on effects of 5G for towers & data centres

Moderator: Darragh Stokes, Senior Managing Partner, Hardiman Telecommunications

Darragh Stokes

Senior Managing Partner, Hardiman Telecommunications

Read bio

Philippe Lefebvre

Head of Sector – 5G Deployment Strategy, DG CONNECT

Read bio
11:00 - 11:30

Coffee & networking

Digital Infrastructure Forum 2020
11:30 - 11:50

Case Study Presentation – Digital Infrastructure

This presentation will provide in-depth case study to a recently carried out digital infrastructure transaction

11:50 - 12:30

Smart Cities – Transforming a metropolis through digital infrastructure

Matteo Andreoletti, Carlo Maddalena

Panel Session

  • Defining smart cities – what are they and how do they relate to digital infrastructure?
  • How has the coronavirus pandemic impacted and slowed smart city development? Will it have a lasting impact?
  • The early adopters – how are Toronto, Barcelona & other examples leading the way and what can others learn from them?
  • State of play – how is deal flow maturing when it comes to smart city funds & investment?
  • Partnering effectively with all parties to implement your smart city vision

Moderator: Maarit Palovirta, Director of Regulatory Affairs, ETNO

Matteo Andreoletti

Head of Infrastructure Equity, Whitehelm Capital

Read bio

Carlo Maddalena

Senior Portfolio Manager Infrastructure, APG Asset Management

Read bio
12:30 - 13:00

Keynote Presentation – Smart Cities 2.0: The Future of Urban Living

Ayesha Khanna

Ayesha Khanna

Co-Founder and CEO , ADDO AI

Read bio
13:00 - 14:00

Networking Lunch

Digital Infrastructure Forum 2020
14:00 - 14:35

Economic Impact & Benefits of Standard

14:35 - 15:10

Data centres: taking centre-stage?

Matthias Hamel , Canan Anli, Cara Mascini
  • Evaluating data centre’s recent performance – is it their turn to be the growth asset in the digital infrastructure market?
  • How are edge computing & regional data centre trends pushing the agenda for growth and what opportunities are they presenting to investors?
  • How will hyperscale, movement to the cloud and other factors define the future for data centres?
  • Is Europe still playing catch-up to the US? And if so, how far behind do they remain?

Moderator: Matthias Hamel, Partner, Solon Management Consulting

Matthias Hamel

Partner and Managing Director, Solon Management Consulting

Read bio

Canan Anli

Head of Business Development - ICT, Mubadala Investment Company

Read bio

Cara Mascini

CEO, EdgeInfra

Read bio
15:10 - 15:45

Risk vs reward in emerging markets digital infrastructure

Paul Lam, Jussi Ahonen

Panel Session

  • A skewing of a traditional market model? How & why emerging markets might have gained a step on developed markets in digital infrastructure
  • Opportunities in Asia, Africa and elsewhere – can they bring more reward than Europe & the US for investors?
  • How should you go about evaluating country risk and increased market volatility in your investment decision-making process? And how do you truly balance risk and reward?
  • Ensuring you take a holistic approach and consider the market maturity model as a whole – all the way through from developed to emerging

Moderator: Paul Lam, Strategy Officer, Digital Infrastructure & Technology, Asian Infrastructure Investment Bank

Paul Lam

Strategy Officer – Digital Infrastructure and Technology, Asian Infrastructure Investment Bank

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Jussi Ahonen

Senior Investment Manager, Finnfund

Read bio
15:45 - 16:00

Coffee & networking

Digital Infrastructure Forum 2020
16:00 - 16:35

Should investors aim higher on the risk curve? Embracing technology risk in a digital world

Uwe Fleischhauer, Stefan Franssen , Paul Lam

Panel Session

  • The case for – why investors should embrace more technology risk in order to reap rewards
  • Shaking off a debt-like mindset when it comes to digital infrastructure – what can European investors learn from their Asian counterparts?
  • How are social-economic factors skewing investor attitudes and appetites in this environment?
  • The case against – should investors indeed be particularly wary of risk in this lightning-paced investment market?

Moderator: Manuel Etter, Head – Corporate Development, Loon

Uwe Fleischhauer

Managing Director, YIELCO Investments AG

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Stefan Franssen

Geschäftsführer, Investment42

Read bio

Paul Lam

Strategy Officer – Digital Infrastructure and Technology, Asian Infrastructure Investment Bank

Read bio
16:35 - 17:00

The importance of not being idle - maintenance considerations in digital infrastructure

Matthias Hamel

Fireside Chat

  • How does it compare across data centres, fibre and towers?
  • How to get ahead through active management & investment in maintenance in order to create value and maximise returns
  • Evaluating asset development, maturity & long-term reliability in your investment approach, in order to truly understand maintenance costs & revenue potential
  • The increasing role of service providers in maintenance provision for digital infrastructure
  • What maintenance challenges has the coronavirus pandemic brought, and how are they being overcome?

Moderator: Matthias Hamel, Partner, Solon Management Consulting

Matthias Hamel

Partner and Managing Director, Solon Management Consulting

Read bio
17:00 - 17:00

Close of conference

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