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Agenda - Day 2

14:40

Datacenter Leaders: Monetization Strategies for Stabilized Datacenter Assets

  • What are the leading monetization pathways for stabilized datacenter assets, and how are investors weighing options between asset sales, refinancing, and recapitalizations?
  • Analysing the implications of high-profile IPOs in the sector - what do recent public market moves signal about the valuation and readiness of AI-focused infrastructure players?
  • Examining the rise of YieldCos and other structured vehicles - how are they being used to unlock value while maintaining operational control?
  • How are datacenter owners approaching refinancing in a high-rate environment, and what creative capital strategies are emerging to improve balance sheet flexibility? 

  • Chair

    Jaime Ramirez
    Partner
    Milbank LLP

  • Speaker

    John Wilson
    CFO
    Sabey Data Centers

  • Speaker

    Aman Mittal
    Managing Director, Digital Infrastructure
    Moelis

  • Speaker

    Jared Day
    President and CFO
    Compass Datacenters

  • Speaker

    Michael Hochanadel
    Managing Director, Head of Digital Assets
    Harrison Street