Michael Obhof
Michael Obhof
Speaker
Senior Managing Director

Ardian

United States

Michael joined Ardian in December 2020 in New York.

Prior to Ardian, Michael was in the Infrastructure Investment Group of Goldman Sachs, where

he was responsible for sourcing and executing investment opportunities and monitoring portfolio

companies. He held various board positions at Goldman Sachs and primarily focused on

transportation and communications investments in the Americas.

He joined Goldman Sachs in 2013 after working for IFM Investors as an Associate in their

Global Infrastructure Fund since 2010. Prior to IFM, Michael worked for 3i Group from 2008-

2010 as an Associate in their Infrastructure Fund. Michael began his career in investment

banking in 2006.

Education: MIT Sloan School of Management, The Ohio State University

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Tags:

Fund

Sessions

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