Agenda

Stream 1

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
Senior Vice President, PIMCO
Madelyn​ Nolan
Vice President, Brookfield
Moderator
Kemal Hawa
Shareholder, Greenberg Traurig LLP

Stream 1

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

Stream 1

Grab a plate of Nashville grub and enjoy over our networking lunch. Connect with new business opportunities and reconnect with peers and colleagues over some delicious food.

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, Australian Super
Allison Wisniewski
Vice President, Carlyle Global Infrastructure
Rob Buckley
Director, Global Cross Sector, Fitch Ratings
Ted Schremp
Founder, President, and CEO, IQ Fiber
Richard Knowlton
Managing Director, Technology, Media & Telecom, Société Générale
Sam Southall
Managing Director, Macquarie Capital
Moderator
Dolly Mirchandani
Partner, White & Case

Stream 1

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
    Federal Program Officer, Tennessee NTIA, US Department of Commerce
    Moderator
    David Strauss
    Principal, Broadband Success Partners

    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
    Patrick Fear
    Managing Director, Alliance Bernstein

    Stream 1

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

    Sponsored by:

    Stream 1

    Thanks for joining us at Proximo US Digital Infrastructure 2023!

    Search results

    Stream 1

    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
    Senior Vice President, PIMCO
    Madelyn​ Nolan
    Vice President, Brookfield
    Moderator
    Kemal Hawa
    Shareholder, Greenberg Traurig LLP

    Stream 1

    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

    Stream 1

    Grab a plate of Nashville grub and enjoy over our networking lunch. Connect with new business opportunities and reconnect with peers and colleagues over some delicious food.

    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, Australian Super
    Allison Wisniewski
    Vice President, Carlyle Global Infrastructure
    Rob Buckley
    Director, Global Cross Sector, Fitch Ratings
    Ted Schremp
    Founder, President, and CEO, IQ Fiber
    Richard Knowlton
    Managing Director, Technology, Media & Telecom, Société Générale
    Sam Southall
    Managing Director, Macquarie Capital
    Moderator
    Dolly Mirchandani
    Partner, White & Case

    Stream 1

    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
      Federal Program Officer, Tennessee NTIA, US Department of Commerce
      Moderator
      David Strauss
      Principal, Broadband Success Partners

      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
      Patrick Fear
      Managing Director, Alliance Bernstein

      Stream 1

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

      Sponsored by:

      Stream 1

      Thanks for joining us at Proximo US Digital Infrastructure 2023!