Investors Forum New York 2024

In-person registration is now closed.

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07 Jan

What are the opportunities & challenges for investors in fibre and telecoms?

Digital infrastructure M&A bucked the downward trend witnessed between 2022 and 2023 when all sectors together saw a drop in trading volume. Digital infrastructure M&A in fact jumped nearly 13% over the same period as Infralogic data shows. Most dealmakers believe 2024 will see even more transactions as fibre seems unable to satiate its appetite for capital and wireless firms seek money for small-cell development. 

Attendees will hear from panellists discuss their views on fibre-optics and wireless challenges and opportunities. 

  • How have investors managed soaring development costs? How has this impacted financing? 
  • Which fiber-to-the-home opportunities represent beneficial value-for-money? 
  • Picking opportunities from cableco’s, teleco’s and pure play fiber competition  
  • Carrier budgets impact on tower and small cell investment 
  • Structuring equity investments in JVs and other partnerships 
  • Current lending environment and availability of financing
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  • Speakers keyboard_arrow_down
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    Raymond Pang Principal, Investment Management DigitalBridge Bio
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    Emily Goergen Azer Director GI Partners Bio
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    Florestan Ferroux Senior Director, Infrastructure Financing CDPQ Fixed Income Inc Bio
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    Ajit Pai Partner Searchlight Capital Bio
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    Andrew Thomas Senior Managing Director Stonepeak Bio
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    Ravi Purohit Partner, Co-Head of Infrastructure Paul, Weiss, Rifkind, Wharton & Garrison LLP Bio