Infralogic Investors Forum New York 2023

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The Plaza, New York

27 Apr

Digital Infrastructure - creative investment approaches

Bucking the broader slowdown in dealmaking, fiber-optic and data center assets continued to trade at a healthy pace in 2022. Yet, headwinds remain with the threat of recession and elevated construction costs impacting earnings. In a tougher operating environment, investors are taking a more creative approach to the types of digital assets they buy and develop.

Dealmaking volumes in the digital infrastructure sphere keep growing, highlighting the need for more connectivity across the region. Interesting figures in the data center subsectors show how in 2022 the number of deals have decreased compared to the previous year, but their value has more than doubled. The result is less-but-larger deals.

  • What are the pros and cons between acquiring an existing fiber-optics operator or building one from scratch
  • How are investors positioning data center assets for growth under a commodity like market structure in North America
  • How do capital market and bank lender players view the communications infrastructure sector over the next 12 months?
  • What do investors look for in operator management teams when vetting buying opportunities?
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  • Speakers keyboard_arrow_down
    Vanessa Roy Director SMBC Bio
    Sayles Braga Senior Partner Sidewalk Infrastructure Partners Bio
    Sadiq Malik Managing Director DigitalBridge Bio
    Emily Goergen Azer Director GI Partners Bio
    Florestan Ferroux Senior Director, Infrastructure Financing CDPQ Fixed Income Inc Bio
    Jason Webber Partner Latham & Watkins Bio