Madelyn​ Nolan
Madelyn​ Nolan
Speaker
Vice President

Brookfield

United States

Upgrade to initiate conversation first

Upgrade
Stream 1

Should I Stay or Should I Go?

Michael Obhof
Senior Managing Director – Digital Infrastructure,
Ardian
Vineet Agrawal
Executive Vice President,
PIMCO
Madelyn​ Nolan
Vice President,
Brookfield
Moderator
Kemal Hawa
Shareholder,
Greenberg Traurig LLP

Closer dive in valuations for digital infrastructure assets  - Much like the global health of the financial markets are affecting traditionally protected assets, they have the potential to truly affect newer, shorter termed contracts.

  • How does this interest rate and valuation changes affect digital assets? How long will it last? 
  • How are themes of convergence between assets changing the landscape of how projects are delivered?
  • Supply chain in digital infrastructure – is this a more secure asset class with opportunities in nearshoring? Or just as impacted as any other market?
  • How is 5G building out across the US?