Agenda

Day 1 Day 2
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.

    08:00-09:00

    Networking Breakfast

     

      Leadership Stage

       
        09:00-09:10

        TMT Finance Editorial View: Transaction outlook for 2026

         

        Speaker

        Stephanie Harris - Chief Correspondent, EMEA, TMT Finance

        The TMT Finance editorial team present deal data and pipeline for the EMEA market in 2026. A detailed breakdown of announced and expected M&A and equity deals across all digital infrastructure asset classes.

        • Speaker

          Stephanie Harris

          Stephanie Harris
          Chief Correspondent, EMEA
          TMT Finance

        09:10-09:50

        FTTH Leaders Panel: From refi's to roll-ups - what's the funding forecast for the UK and Europe's fibre buildout?

         
        • 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?
        • How are capital pools differing by geography?
          09:50-10:05

          Keynote Presentation: The European fibre market

           

          Speaker
          Vincent Munière – Director, Telecom, Media & Technology, AlixPartners
           

          Speaker
          Vincent Munière – Director, Telecom, Media & Technology, AlixPartners
           

          • Speaker

            VM

            Vincent Munière
            Director
            AlixPartners

          10:05-10:45

          Datacentre Leaders Panel: How are operators reshaping capital deployment and greenfield growth?

           

          Moderator
          Thomas Solelhac – Partner, EY-Parthenon
          Speakers
          Nick Haslehurst – CFO EMEA, Vantage Data Centers 
           

          • 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?

          • Moderator

            ts

            Thomas Solelhac
            Partner
            EY-Parthenon

          • Speaker

            NH

            Nick Haslehurst
            CFO EMEA
            Vantage Data Centres

          10:45-11:15

          Morning Networking Break

           

            Leadership Stage

             

              Spotlight Stage

               
                11:15-11:55

                Fibre Leaders Roundtables: Regional financing and consolidation strategies for wholesale fibre

                 

                Speakers
                Ronan Kelly – MD, AllPoints Fibre
                Craig Forrester – CFO, Neos Networks
                 

                •    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?
                 

                • Speaker

                  RK

                  Ronan Kelly
                  Managing Director
                  AllPoints Fibre Networks

                • Speaker

                  CF

                  Craig Forrester
                  CFO
                  Neos Networks

                11:15-11:55

                Panel: EMEA's GPUaaS gold rush - who's backing the new breed of datacentre offtakers?

                 

                Moderator
                Sylvain Loizeau – Partner, Analysys Mason
                Speakers
                Oliver Schiebel – CEO, hscale
                 

                • 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?
                   

                • Moderator

                  SL

                  Sylvain Loizeau
                  Partner
                  Analysys Mason

                • Speaker

                  Oliver Schiebel

                  Oliver Schiebel
                  CEO
                  hscale

                11:55-12:35

                Panel: Which NetCo models are the new gold standard in EMEA?

                 

                Moderator
                Stephane Piot – Partner, Analysys Mason
                Speakers
                Svetlana Barthelemy – MD, GIC
                 

                • 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?

                • Moderator

                  SP

                  Stéphane Piot
                  Partner
                  Analysys Mason

                • Speaker

                  SB

                  Svetlana Berthelemy
                  Managing Director
                  GIC

                11:55-12:35

                Panel: Is green datacentre CapEx still earning a premium?

                 

                Speakers
                Sverre Lind Thornes – CFO, Green Mountain
                Gonzalo Calleja – CFO, Box2Bit
                Johan Rydmark – CFO, EcoDataCenter
                 

                • 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?

                • Speaker

                  Sverre Lind

                  Sverre Lind Thornes
                  CFO
                  Green Mountain

                • Speaker

                  Gonzalo Calleja

                  Gonzalo Calleja
                  CFO
                  Box2Bit

                • Speaker

                  JR

                  Johan Rydmark
                  CFO
                  EcoDataCenter

                12:35-13:15

                Panel: Could LEO satellite and teleport carve-outs deliver infrastructure-grade yields?

                 

                Moderator
                Dr. Soren Grabowski – Partner, Technology, Media and Entertainment, EY-Parthenon Germany 
                 

                • 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?

                • Moderator

                  sg

                  Sören Grabowski
                  Partner
                  EY-Parthenon Germany

                12:35-13:15

                Panel: What's the investment thesis for mid-market colo?

                 

                Speakers
                Rob Coupland – CEO, Pulsant
                Iván Paja – CFO, Nabiax

                • 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?

                • Speaker

                  Rob Coupland

                  Rob Coupland
                  CEO
                  Pulsant

                • Speaker

                  Iván Paja

                  Iván Paja
                  CFO
                  Nabiax

                13:15-14:15

                Networking Lunch

                 

                  Leadership Stage

                   
                    14:15-14:55

                    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?
                      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?
                        15:35

                        End of conference

                         
                          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.