Arguably the hottest asset class within digital infrastructure, Data centers continue to have some of the largest ticket sizes in the market. The US is also home to the most data centers with well over 2,000 active projects. 

• What is the appetite within the US? Are the best opportunities for new builds outside of the country? 

• What lenders are top in the sector? Is there any changing of the guard or new entrants? 

• Is having a FANG offtaker still necessary for projects to be approved?

• What opportunities are there for entrants in the public financing market?

Anubhav Raj

Chief Financial Officer, Aligned Data Centers

Todd Coleman

Founder, President and CEO, eStruxture

Jared Day

President and CFO, Compass Datacenters

Quynh Tran

Co-Head Infrastructure Finance, SMBC

Santhosh Rao

Managing Director, MUFG

Moderator

Gregory Tan

Partner, Paul Hastings

Arguably the hottest asset class within digital infrastructure, Data centers continue to have some of the largest ticket sizes in the market. The US is also home to the most data centers with well over 2,000 active projects. 

• What is the appetite within the US? Are the best opportunities for new builds outside of the country? 

• What lenders are top in the sector? Is there any changing of the guard or new entrants? 

• Is having a FANG offtaker still necessary for projects to be approved?

• What opportunities are there for entrants in the public financing market?

Anubhav Raj

Chief Financial Officer, Aligned Data Centers

Todd Coleman

Founder, President and CEO, eStruxture

Jared Day

President and CFO, Compass Datacenters

Quynh Tran

Co-Head Infrastructure Finance, SMBC

Santhosh Rao

Managing Director, MUFG

Moderator

Gregory Tan

Partner, Paul Hastings

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?

Michael Obhof

Senior Managing Director, Ardian

Vineet Agrawal

Executive Vice President, PIMCO

Madelyn​ Nolan

Vice President, Brookfield

Moderator

Kemal Hawa

Shareholder, Greenberg Traurig LLP

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Kangdi Peng

Associate Director, Australian Super

Allison Wisniewski

Vice President, Carlyle Global Infrastructure

Rob Buckley

Director, Global Cross Sector, Fitch Ratings

Ted Schremp

Chief Executive Officer, IQ Fiber

Richard Knowlton

Managing Director, Technology, Media & Telecom, Société Générale

Sam Southall

Managing Director, Macquarie Capital

Moderator

Dolly Mirchandani

Partner, White & Case

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Kangdi Peng

Associate Director, Australian Super

Allison Wisniewski

Vice President, Carlyle Global Infrastructure

Rob Buckley

Director, Global Cross Sector, Fitch Ratings

Ted Schremp

Chief Executive Officer, IQ Fiber

Richard Knowlton

Managing Director, Technology, Media & Telecom, Société Générale

Sam Southall

Managing Director, Macquarie Capital

Moderator

Dolly Mirchandani

Partner, White & Case

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?

Michael Obhof

Senior Managing Director, Ardian

Vineet Agrawal

Executive Vice President, PIMCO

Madelyn​ Nolan

Vice President, Brookfield

Moderator

Kemal Hawa

Shareholder, Greenberg Traurig LLP

This interview provides the inside scoop on tower infrastructure:

• What is the  projected demand for telecom tower infrastructure within the US? 
• Where is investment in connectivity most needed? How is this affected by continued buildout of  
• How are relationships with landowners and carriers evolving?

William Parry

Director, Infrastructure Investor, Fengate

Patrick Fear

Managing Director, Alliance Bernstein

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

Marco Morra

Principal, GI Partners

Brian Kirschbaum

Partner, Astra Capital Management

Stephen Nettler

Managing Director, ING Bank

Dado Slezak

Managing Director, Global Investments, Astatine Investment Partners

Hannah Schofield

Managing Director, DC Advisory

Paige Shapiro

Technical Assistance Advisor, US Department of Commerce

Moderator

David Strauss

Principal, Broadband Success Partners

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?

Michael Obhof

Senior Managing Director, 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?

Michael Obhof

Senior Managing Director, Ardian

Vineet Agrawal

Executive Vice President, PIMCO

Madelyn​ Nolan

Vice President, Brookfield

Moderator

Kemal Hawa

Shareholder, Greenberg Traurig LLP

Arguably the hottest asset class within digital infrastructure, Data centers continue to have some of the largest ticket sizes in the market. The US is also home to the most data centers with well over 2,000 active projects. 

• What is the appetite within the US? Are the best opportunities for new builds outside of the country? 

• What lenders are top in the sector? Is there any changing of the guard or new entrants? 

• Is having a FANG offtaker still necessary for projects to be approved?

• What opportunities are there for entrants in the public financing market?

Anubhav Raj

Chief Financial Officer, Aligned Data Centers

Todd Coleman

Founder, President and CEO, eStruxture

Jared Day

President and CFO, Compass Datacenters

Quynh Tran

Co-Head Infrastructure Finance, SMBC

Santhosh Rao

Managing Director, MUFG

Moderator

Gregory Tan

Partner, Paul Hastings

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Kangdi Peng

Associate Director, Australian Super

Allison Wisniewski

Vice President, Carlyle Global Infrastructure

Rob Buckley

Director, Global Cross Sector, Fitch Ratings

Ted Schremp

Chief Executive Officer, IQ Fiber

Richard Knowlton

Managing Director, Technology, Media & Telecom, Société Générale

Sam Southall

Managing Director, Macquarie Capital

Moderator

Dolly Mirchandani

Partner, White & Case

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Kangdi Peng

Associate Director, Australian Super

Allison Wisniewski

Vice President, Carlyle Global Infrastructure

Rob Buckley

Director, Global Cross Sector, Fitch Ratings

Ted Schremp

Chief Executive Officer, IQ Fiber

Richard Knowlton

Managing Director, Technology, Media & Telecom, Société Générale

Sam Southall

Managing Director, Macquarie Capital

Moderator

Dolly Mirchandani

Partner, White & Case

Arguably the hottest asset class within digital infrastructure, Data centers continue to have some of the largest ticket sizes in the market. The US is also home to the most data centers with well over 2,000 active projects. 

• What is the appetite within the US? Are the best opportunities for new builds outside of the country? 

• What lenders are top in the sector? Is there any changing of the guard or new entrants? 

• Is having a FANG offtaker still necessary for projects to be approved?

• What opportunities are there for entrants in the public financing market?

Anubhav Raj

Chief Financial Officer, Aligned Data Centers

Todd Coleman

Founder, President and CEO, eStruxture

Jared Day

President and CFO, Compass Datacenters

Quynh Tran

Co-Head Infrastructure Finance, SMBC

Santhosh Rao

Managing Director, MUFG

Moderator

Gregory Tan

Partner, Paul Hastings

Arguably the hottest asset class within digital infrastructure, Data centers continue to have some of the largest ticket sizes in the market. The US is also home to the most data centers with well over 2,000 active projects. 

• What is the appetite within the US? Are the best opportunities for new builds outside of the country? 

• What lenders are top in the sector? Is there any changing of the guard or new entrants? 

• Is having a FANG offtaker still necessary for projects to be approved?

• What opportunities are there for entrants in the public financing market?

Anubhav Raj

Chief Financial Officer, Aligned Data Centers

Todd Coleman

Founder, President and CEO, eStruxture

Jared Day

President and CFO, Compass Datacenters

Quynh Tran

Co-Head Infrastructure Finance, SMBC

Santhosh Rao

Managing Director, MUFG

Moderator

Gregory Tan

Partner, Paul Hastings

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

Marco Morra

Principal, GI Partners

Brian Kirschbaum

Partner, Astra Capital Management

Stephen Nettler

Managing Director, ING Bank

Dado Slezak

Managing Director, Global Investments, Astatine Investment Partners

Hannah Schofield

Managing Director, DC Advisory

Paige Shapiro

Technical Assistance Advisor, US Department of Commerce

Moderator

David Strauss

Principal, Broadband Success Partners

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

Marco Morra

Principal, GI Partners

Brian Kirschbaum

Partner, Astra Capital Management

Stephen Nettler

Managing Director, ING Bank

Dado Slezak

Managing Director, Global Investments, Astatine Investment Partners

Hannah Schofield

Managing Director, DC Advisory

Paige Shapiro

Technical Assistance Advisor, US Department of Commerce

Moderator

David Strauss

Principal, Broadband Success Partners

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Kangdi Peng

Associate Director, Australian Super

Allison Wisniewski

Vice President, Carlyle Global Infrastructure

Rob Buckley

Director, Global Cross Sector, Fitch Ratings

Ted Schremp

Chief Executive Officer, IQ Fiber

Richard Knowlton

Managing Director, Technology, Media & Telecom, Société Générale

Sam Southall

Managing Director, Macquarie Capital

Moderator

Dolly Mirchandani

Partner, White & Case

Arguably the hottest asset class within digital infrastructure, Data centers continue to have some of the largest ticket sizes in the market. The US is also home to the most data centers with well over 2,000 active projects. 

• What is the appetite within the US? Are the best opportunities for new builds outside of the country? 

• What lenders are top in the sector? Is there any changing of the guard or new entrants? 

• Is having a FANG offtaker still necessary for projects to be approved?

• What opportunities are there for entrants in the public financing market?

Anubhav Raj

Chief Financial Officer, Aligned Data Centers

Todd Coleman

Founder, President and CEO, eStruxture

Jared Day

President and CFO, Compass Datacenters

Quynh Tran

Co-Head Infrastructure Finance, SMBC

Santhosh Rao

Managing Director, MUFG

Moderator

Gregory Tan

Partner, Paul Hastings

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

Marco Morra

Principal, GI Partners

Brian Kirschbaum

Partner, Astra Capital Management

Stephen Nettler

Managing Director, ING Bank

Dado Slezak

Managing Director, Global Investments, Astatine Investment Partners

Hannah Schofield

Managing Director, DC Advisory

Paige Shapiro

Technical Assistance Advisor, US Department of Commerce

Moderator

David Strauss

Principal, Broadband Success Partners

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Kangdi Peng

Associate Director, Australian Super

Allison Wisniewski

Vice President, Carlyle Global Infrastructure

Rob Buckley

Director, Global Cross Sector, Fitch Ratings

Ted Schremp

Chief Executive Officer, IQ Fiber

Richard Knowlton

Managing Director, Technology, Media & Telecom, Société Générale

Sam Southall

Managing Director, Macquarie Capital

Moderator

Dolly Mirchandani

Partner, White & Case

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

Marco Morra

Principal, GI Partners

Brian Kirschbaum

Partner, Astra Capital Management

Stephen Nettler

Managing Director, ING Bank

Dado Slezak

Managing Director, Global Investments, Astatine Investment Partners

Hannah Schofield

Managing Director, DC Advisory

Paige Shapiro

Technical Assistance Advisor, US Department of Commerce

Moderator

David Strauss

Principal, Broadband Success Partners

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

Marco Morra

Principal, GI Partners

Brian Kirschbaum

Partner, Astra Capital Management

Stephen Nettler

Managing Director, ING Bank

Dado Slezak

Managing Director, Global Investments, Astatine Investment Partners

Hannah Schofield

Managing Director, DC Advisory

Paige Shapiro

Technical Assistance Advisor, US Department of Commerce

Moderator

David Strauss

Principal, Broadband Success Partners

This interview provides the inside scoop on tower infrastructure:

• What is the  projected demand for telecom tower infrastructure within the US? 
• Where is investment in connectivity most needed? How is this affected by continued buildout of  
• How are relationships with landowners and carriers evolving?

William Parry

Director, Infrastructure Investor, Fengate

Patrick Fear

Managing Director, Alliance Bernstein

Panel of Fiber companies discussing the pathways to state led build out of broadband and fiber - where are the opportunities? 

• State by state discussion of pipeline

• What guidance do state authorities need in delivering these projects? What guidance does the private sector need in working with public sector assets? 

• What characteristics are state and municipal authorities looking for in returned proposals?

Marco Morra

Principal, GI Partners

Brian Kirschbaum

Partner, Astra Capital Management

Stephen Nettler

Managing Director, ING Bank

Dado Slezak

Managing Director, Global Investments, Astatine Investment Partners

Hannah Schofield

Managing Director, DC Advisory

Paige Shapiro

Technical Assistance Advisor, US Department of Commerce

Moderator

David Strauss

Principal, Broadband Success Partners

The demand for Fiber infrastructure in the US is projected to be high, but is it high enough to disrupt cable providers? 

• Where are the highest demands seen? What risk is there of overbuild?

• How are established cable providers responding? How much of an advantage do first movers have? 

• What opportunities are there in rural communities? What challenges do remote locations present? 

• Blending debt, grants, and non-traditional finance

Kangdi Peng

Associate Director, Australian Super

Allison Wisniewski

Vice President, Carlyle Global Infrastructure

Rob Buckley

Director, Global Cross Sector, Fitch Ratings

Ted Schremp

Chief Executive Officer, IQ Fiber

Richard Knowlton

Managing Director, Technology, Media & Telecom, Société Générale

Sam Southall

Managing Director, Macquarie Capital

Moderator

Dolly Mirchandani

Partner, White & Case