Agenda

Welcome to Nashville! Grab a coffee and some breakfast as we prepare for the day.

Welcome to America's Digital Infrastructure Finance 

We kick off the day with a  breakdown of global trends and political headwinds affecting the health of the financial markets. 

  • What drivers and tailwinds can the infrastructure market expect in 2023? What challenges remain or are beginning to crop up? 
  • What do we expect of the next 5 years if sponsors step back into safer positions? 
  • Are core infrastructure assets still considered secure investments? 

This panel gathers funds and banks to consider where capital for projects is coming from; the appetite conversations around risk in private placements, debt and equity; and bank responses: 

  • How are debt players feeling about the uncertainty caused by inflation and dislocation in the market? 
  • Do strategic equity providers add value to P3 deals or can a 100% financial sponsor grouping work well? 
  • Secondary market activity: private-private and public-private - opportunities to recycle capital

Proximo’s signature gameshow returns to Nashville! Top lenders come together to discuss three completely hypothetical deals to discuss: 

  • What risks are involved

  • Financial Structuring and appetite

  • And if they would do the deal! 

This year’s gameshow will include assets from core infra, social, and digital – so get your briefcase ready to play!

This session takes a closer dive into valuations for digital infrastructure assets, considering:

  • 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?

Michael Obhof
Senior Managing Director, Ardian
Vineet Agrawal
Senior Vice President, PIMCO
Madelyn​ Nolan
Vice President, Brookfield

Fiber is a crucial asset in the digital infrastructure space, but where are the opportunities? This panel considers: 

  • A 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?

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

Stream 1

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 Investments, Fengate

Stream 2

Access to the internet is no longer a privilege, but a utility.  New investments – both through government bonds and grants, and via private financing– are becoming increasingly popular and viable for investors. What roadblocks are investors and lenders expecting over the next few years?

  • Green financing for sustainability in data center power efficiencies 

  • Fiber as a utility-  need for connection in rural communities

  • Overbuild considerations

Marco Morra
Principal, GI Partners

Stream 1

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 – Infrastructure, Australian Super
Allison Wisniewski
Vice President, Carlyle
Rob Buckley
Director, Global Cross Sector, Fitch Ratings

Stream 2

Latin America still continues to provide ripe opportunity for digital infrastructure buildout from overseas investors and developers

  • What considerations (political, supply chain, local currency risk) do developers and financiers new to the region need to be aware of?

  • Best practices in working with ECAs

  • What asset classes have the most demand in LatAm? What regions are most accessible and attractive for risk-takers?

Please join us in congratulating our Deal of the Year winners for outstanding performance in infrastructure in 2022! 

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Welcome to Nashville! Grab a coffee and some breakfast as we prepare for the day.

Welcome to America's Digital Infrastructure Finance 

We kick off the day with a  breakdown of global trends and political headwinds affecting the health of the financial markets. 

  • What drivers and tailwinds can the infrastructure market expect in 2023? What challenges remain or are beginning to crop up? 
  • What do we expect of the next 5 years if sponsors step back into safer positions? 
  • Are core infrastructure assets still considered secure investments? 

This panel gathers funds and banks to consider where capital for projects is coming from; the appetite conversations around risk in private placements, debt and equity; and bank responses: 

  • How are debt players feeling about the uncertainty caused by inflation and dislocation in the market? 
  • Do strategic equity providers add value to P3 deals or can a 100% financial sponsor grouping work well? 
  • Secondary market activity: private-private and public-private - opportunities to recycle capital

Proximo’s signature gameshow returns to Nashville! Top lenders come together to discuss three completely hypothetical deals to discuss: 

  • What risks are involved

  • Financial Structuring and appetite

  • And if they would do the deal! 

This year’s gameshow will include assets from core infra, social, and digital – so get your briefcase ready to play!

This session takes a closer dive into valuations for digital infrastructure assets, considering:

  • 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?

Michael Obhof
Senior Managing Director, Ardian
Vineet Agrawal
Senior Vice President, PIMCO
Madelyn​ Nolan
Vice President, Brookfield

Fiber is a crucial asset in the digital infrastructure space, but where are the opportunities? This panel considers: 

  • A 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?

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

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 Investments, Fengate

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 – Infrastructure, Australian Super
Allison Wisniewski
Vice President, Carlyle
Rob Buckley
Director, Global Cross Sector, Fitch Ratings

Please join us in congratulating our Deal of the Year winners for outstanding performance in infrastructure in 2022! 

Access to the internet is no longer a privilege, but a utility.  New investments – both through government bonds and grants, and via private financing– are becoming increasingly popular and viable for investors. What roadblocks are investors and lenders expecting over the next few years?

  • Green financing for sustainability in data center power efficiencies 

  • Fiber as a utility-  need for connection in rural communities

  • Overbuild considerations

Marco Morra
Principal, GI Partners

Latin America still continues to provide ripe opportunity for digital infrastructure buildout from overseas investors and developers

  • What considerations (political, supply chain, local currency risk) do developers and financiers new to the region need to be aware of?

  • Best practices in working with ECAs

  • What asset classes have the most demand in LatAm? What regions are most accessible and attractive for risk-takers?