Infralogic Investors Forum Europe 2023
The European edition of our Investors Forum returns this October!
etc.venues County Hall, London
11
Oct
Challenges, chances and consolidation options in the European fibre market
Billions of debt has been raised over the past few years on the back of a flurry of M&A deals in the European fibre market. Amidst higher interest rates and inflation, debt raises have slowed down in 2023, at the same time as the first insolvency cases made their appearance in Germany and the UK, yet demand is increasingly growing. With a more difficult debt environment, how can infrastructure fund-backed fibre operators live up to their ambitious rollout expectations?
- What are the main difficulties for fibre companies seeking new debt these days?
- Will equity investors need to step in and inject fresh cash to keep their companies’ rollout plans on track?
- Are more signs of consolidation expected to be seen in the European fibre market?
- Should the market expect to see more insolvencies of fibre companies soon?
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SpeakersManjari Govada Principal, Investment Management DigitalBridge
Chris Hogg Director OMERS Infrastructure
Frank Heiss Managing Director ICG Infrastructure, Head of DACH ICG
Jan Georg Budden Chief Executive Officer, Board Member Deutsche GigaNetz
James Harraway Managing Director Infracapital
Alexander MacLeod Head of Data Analysis Infralogic
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Manjari Govada, CFA, is a Principal at DigitalBridge InvestmentManagement. Ms. Govada is based in London and focuses one valuating and managing European digital infrastructure investments and opportunities. In 2018, Ms. Govada relocated from DigitalBridge’sNew York office to help open the London office.
Prior to DigitalBridge, Ms. Govada was at BlackRock, in theAlternative Solutions Group focused on direct special situation investments across various alternative asset classes, geographies and sectors.
Ms. Govada received a Bachelor of Arts, summa cum laude, inMathematics and Economics from the University of Minnesota, Morris and a Master of Finance from the MIT Sloan School of Management.
Chris joined OMERS Infrastructure in London in June 2023 and leads investment efforts in digital infrastructure in Europe. He also works closely with asset management colleagues to oversee digital infrastructure investments.
Prior to joining OMERS, Chris was Senior Investment Director and head of digital infrastructure at Amber Infrastructure, where he led multiple investments across a range of digital infrastructure subsectors, also representing Amber on portfolio company boards.
Before Amber, he worked as an investment banker at Arma Partners, advising clients on digital infrastructure transactions across Europe, and as an equity research analyst at Merrill Lynch, covering the European telecoms sector. Chris started his career with PwC in London, working across assurance and consulting.
Chris holds a Master of Chemistry from the University of Oxford and a Masters in Finance from London Business School. He is also a Chartered Accountant (FCA, Institute of Chartered Accountants of England and Wales).
Frank Heiss joined ICG in October 2019 as Managing Director in the European Infrastructure Equity Team. He is responsible for originating mid-market core+ infrastructure deals across the DACH and Nordic regions. Frank joined ICG from Swiss Life Infrastructure Investments in Zurich. Prior to this, Frank worked for four years as a Director at Macquarie Infrastructure and Real Assets. He began his career in M&A advisory, having spent seven years at Merrill Lynch and Lazard in London and Frankfurt. He holds a MBA (“Diplomkaufmann”) from the University of Mannheim.
Jan Georg Budden (born 1968) is CEO and co-founder of Deutsche GigaNetz GmbH with 25+ years’ experience in telecoms with a focus on fiber and investments.
He founded "Euro Solutions" while still at university and advised American IT and telecommunications companies in partnership with the US Embassy. After graduating with a degree in business administration, he held positions at o.tel.o., in the corporate & carrier and submarine cable business, and at Global Crossing as Country Manager for Germany, Austria and Eastern Europe. Jan Georg Budden then joined Deutsche Telekom, where he held various management positions asExecutive Vice President at T-Systems. In 2007, he founded Axos Capital with the US investorsColumbia Capital and Doll Capital Management, an investment company with a specialized on privatizations (incl. fibre-optic investments).
James is a Managing Director of Infracapital, the infrastructure investment arm of M&G. Infracapital manages a series of funds targeting European infrastructure with over 30 current investments. James is responsible for making investments across the European infrastructure sector and has led a number of Infracapital’s telecoms investments.
Alex joined Inframation as a greenfield analyst in May 2018, becoming head of data analysis in March 2022. He previously worked for risk consultancy AKE International and as an analyst and editor for political risk publication Global Risk Insights, specialising in Southeast Asian political affairs. He completed his PhD in geography and politics at Newcastle University in 2016.