14th annual conference and awards
TMT Finance EMEA 2026
Accelerating Smart Investment in
Digital Infrastructure
Digital Infrastructure
28 - 29 January 2026 | Convene 133 Houndsditch, London
Agenda
08:00-09:00
Women in Digital Infra Finance Networking Breakfast
A networking breakfast uniting the women and allies shaping investment and growth across digital infrastructure. This opportunity is aimed at deepening peer connections and enabling insight-sharing in a relaxed, inclusive environment.
09:00-09:10
TMT Finance Editorial View: Debt outlook for 2026
The TMT Finance editorial team present deal data and pipeline for the EMEA market in 2025. A detailed breakdown of announced and expected debt financing across all digital infrastructure asset classes.
09:10-09:50
Financing Leaders Panel: Are new funding dynamics ushering in the next digital infrastructure paradigm?
- How are cost of capital trends shifting across digital infra sub-sectors?
- What new financing structures are emerging in response to market volatility?
- How is private credit and the USPP market altering capital structure norms?
- What is the outlook for refinancing risk across towers, fibre and datacentres?
10:05-10:45
Datacentre Leaders Panel: How are grid constraints reshaping capital deployment and greenfield growth?
- Is capital flowing away from power-constrained regions?
- What role does on-site generation play in investment committee approval?
- How are investors pricing grid access delivery risk?
- How are operators modelling power demand for AI training workloads v. inferencing at the edge?
11:15-11:55
Fibre Leaders Roundtables: Regional financing and consolidation strategies for wholesale fibre
- How are national roll-out strategies diverging across Europe’s markets?
- What will the true consolidation platform look like?
- How aligned are investor and lender benchmarks?
11:15-11:55
Panel: EMEA's GPUaaS gold rush - who's backing the new breed of datacentre offtakers?
- Are traditional debt structures evolving quickly enough to match the speed of AI-driven demand?
- How are power and hardware risks being priced into terms?
- What level of visibility do lenders require? And are they getting it?
- How are banks looking at GPUaaS leases? And how do they compare to the Western and Chinese Hyperscalers?
11:55-12:35
Panel: Which NetCo models are the new gold standard in EMEA?
- Where are carve-outs and JVs unlocking capital for new fibre and 5G build-out?
- How are regulators responding to NetCo strategies?
- What structures best balance wholesale neutrality, investor alignment and operational control?
- What lessons are being learnt from MasOrange and other deals?
11:55-12:35
Panel: Is green datacentre CapEx still earning a premium?
- What pricing advantage remains for operators prioritising sustainability metrics and renewable technologies?
- How are ESG-linked financing terms evolving?
- Is investor criteria shifting from certification to measurable impacts when it comes to power procurement and design?
12:35-13:15
Panel: Could LEO satellite and teleport carve-outs deliver infrastructure-grade yields?
- Are teleport carve-outs becoming credible long-term investment plays?
- Is the teleport ecosystem investable on its own, or is it dependent on LEO performance?
- What are investors’ offtake/anchor tenant revenue demands?
- How is regulation and competition priced into the risk?
12:35-13:15
Panel: What's the investment thesis for mid-market colo?
- Can mid-market platforms scale without hyperscale demand?
- What funding is available for tier 2 markets as demand decentralises from FLAP-D?
- How are investors underwriting demand risk and customer churn? And local v. pan-European plays?
- How are platforms differentiating through service and location strategies?
14:15-14:55
Panel: From refi's to roll-ups - what's the funding forecast for Europe's retail fibre?
- With consolidation looming, how are debt and equity players structuring the next wave?
- How are financing strategies adjusting across SPV and open access FTTH models?
- Which rural fibre models best attract creative capital?
- How are capital pools differing by geography?
14:55-15:35
Closing Panel: EMEA 2030 outlook - who will be writing the big tickets, and for which asset classes?
- Will strategic capital dominate the funding landscape through to 2030?
- Which asset classes are positioned to attract the most capital?
- How will cross-asset strategies shape future investment trends?
- How are sovereign wealth and pension funds shifting to accommodate AI-driven demand in data, power and connectivity?
18:00-23:00
TMT Finance Awards EMEA 2026
The annual TMT Finance Awards recognise and celebrate excellence in dealmaking and investment within Digital Infrastructure across the EMEA region.
Please note this is a separately ticketed event.
