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Agenda - Day 1

14:40-15:20

Executive Boardroom: How are investors building multi-asset portfolios?

  • What portfolio synergies are LPs and GPs actively seeking?
  • How are funds investing across datacentres, fibre and towers? And how are they expanding to other asset classes such as power?
  • How are strategies influencing valuation and exit optionality?
  • Are integrated plays outperforming single-asset strategies?
  • Speaker

    Philipp Von Bismark
    Managing Partner
    DTCP