Day 1 Day 2
09:10

TMT Finance Debt Deal Talk

 

Speaker

Maisie Clarke, Editor, Head of Financing Coverage, TMT Finance

  • Speaker

    MC

    Maisie Clarke
    Editor, Head of Financing Coverage
    TMT Finance

09:20

Opening Visionary Keynote Speech: Digital Infrastructure Mega-Trends

 

Speaker

James Henry, SMD, Bank Street Group 

 

In this Visionary Keynote Presentation at TMT Finance USA 2025, Bank Street Co-Founder and Senior Managing Director James Henry will share insights on the most powerful trends that are driving Digital Infrastructure investment, including Artificial Intelligence, Convergence, Consolidation, Public Policy and the transformative effect that financial products like ABS and Insurance Solutions are having on the cost and quantum of capital available to companies on a global basis.

  • Speaker

    jh

    James Henry
    Senior Managing Director
    Bank Street Group

09:35

FTTH Leaders: Consolidation, Deployment, BEAD Funding & the Future of Open Access

 

Moderator

David Strauss, Principal and Co-founder, BSP

Speakers

Garrett Baker, Global Co-Head of Telecom, Media & Entertainment, Lazard 

Brian Stading, CEO, Lumos Fiber

Sarah Overbaugh, CFO, Metronet

Kanishk Raghuvanshi, Director, AlixPartners

Jonathan Bullock, CSO, Hotwire Communication 

  • To what extent is government funding (BEAD, ARDOF) effective for growth, or can private capital take over? Understanding the regulatory challenges and delays around the BEAD program, such as the financial viability and potential for half-built infrastructure owing to underestimated costs and penetration  
  • Navigating regulatory burdens slowing down fiber deployments, including permitting, pole access, and government approvals - How are shifting U.S. policies on broadband and investment affecting FTTH M&A?
  • How do open-access models fit into the evolving broadband landscape? Will the AT&T/Blackrock GigaPower JV maintain an open access model long-term?

  • Moderator

    David Strauss

    David Strauss
    Principal and Co-founder
    BSP

  • Speaker

    Garrett Baker

    Garrett Baker
    Global Co-Head of Telecom & Digital Infrastructure
    Lazard

  • Speaker

    Brian Stading

    Brian Stading
    CEO
    Lumos Fiber

  • Speaker

    Sarah Overbaugh

    Sarah Overbaugh
    CFO
    MetroNet

  • Speaker

    Kanishk Raghuvanshi Headshot

    Kanishk Raghuvanshi
    Director
    AlixPartners

  • Speaker

    PNG

    Jonathan Bullock
    Chief Strategy Officer
    Hotwire Communications

09:35

Datacenter Leaders Networking

 

Exclusively for leaders from the datacenter industry, investment, banking and advisory communities, this unstructured networking session is designed to facilitate connections and build real relationships. 

 

Join to meet with other attendees who are similarly focused on exploring partnerships, supporting deal origination and driving growth across the US datacenter sector.

    10:15

    Visionary Keynote Speech: Rising Competition, Lower Ceilings - The Private Market Broadband Valuation Story

     

    Speaker

    Jeff Johnston, Lead Economist, CoBank

    • Speaker

      Jeff CoBank - Headshot

      Jeff Johnston
      Lead Economist
      CoBank

    10:30

    Datacenter Leaders: Financing Growth, AI Use Cases & Navigating Energy Resource

     

    Moderator

    Melissa Kalka, Partner Merger & Acquisitions, Kirkland & Ellis   

    Speakers

    Raul Martynek, CEO, DataBank

    Matt VanderZanden, President, STACK Infrastructure

    Julie Brewer, EVP Finance, EdgeCore

    Mark Morrison, Managing Director, Digital Infrastructure Investment Banking, Truist Securities 

    • What are the challenges of financing large scale, multibillion dollar digital infrastructure projects such as supply chain issues, power availability, and complex contracts with hyperscaler tenants?
    • Has innovative dealmaking - yieldco, stabilised asset deals and devco - unlocked fresh pools of capital?
    • Projections of the datacenter growth prospects towards 2030? How are established platforms managing expansion expectations?
    • How are operators and utility companies looking at greenfield DC development in a new era defined by AI and power efficiencies?
    • Assessing challenges around power constraints and the need for a multi-pronged approach involving utilities, alternative power sources, and regulatory changes

    • Moderator

      MK

      Melissa Kalka
      Partner
      Kirkland & Ellis LLP

    • Speaker

      RM

      Raul Martynek
      CEO
      DataBank

    • Speaker

      Matt VanderZanden

      Matt VanderZanden
      President
      STACK Infrastructure

    • Speaker

      JB

      Julie Brewer
      EVP Finance
      EdgeCore

    • Speaker

      Mark Morrison

      Mark Morrison
      Managing Director, Digital Infrastructure
      Truist

    10:30

    Fiber and Wireless Leaders Networking

     

    Exclusively for leaders from the fiber, telecoms and tower industries and their counterparts in investment, banking and advisory, this unstructured networking session is designed to facilitate connections and build real relationships. 

     

    Join to meet with other attendees who are similarly focused on exploring partnerships, supporting deal origination and driving growth across the US connectivity sector.

      11:40

      LatAm & Emerging Markets Digital Infrastructure Growth

       

      Moderator

      Costanza Garcia Laposse, Counsel, Davis Polk

      Speakers

      Chris Torto, CEO, Ascenty

      Michel Morin, CFO, KIO 

      Ricardo Zubieta, CFO, QMC Telecom

      Chase Killeen, CFO, Flō Networks

      Rafael Bomeny, CFO, ODATA

      • Examining opportunities for digital infrastructure growth in Latin America
      • The evolution of financing for digital infrastructure projects in the region, including the increasing use of dollar-denominated contracts to facilitate international investment
      • How important is renewable power availability and solutions, especially in countries like Brazil, to support the growth of datacenters and other digital infrastructure?
      • The expected consolidation and recycling of capital in the tower, fiber, and datacenter sectors as early investors look to monetize their positions   

      • Moderator

        Constanza Garcia Laposse

        Costanza Garcia Laposse
        Counsel
        Davis Polk

      • Speaker

        Chris Torto

        Chris Torto
        CEO
        Ascenty

      • Speaker

        Ricardo Zubieta

        Ricardo Zubieta
        CFO
        QMC Telecom

      • Speaker

        Chase Killeen

        Chase Killeen
        CFO
        Flō Networks

      • Speaker

        Rafael Bomeny

        Rafael Bomeny
        Vice President and Chief Financial Officer
        ODATA

      • Speaker

        Michel Morin

        Michel Morin
        CFO
        KIO

      12:20

      Digital Infrastructure M&A Leaders: The Next Phase of Digital Infrastructure Transactions

       

      Moderator

      Megan Mayers, Americas Editor, TMT Finance

      Speakers

      Nirav Shah, Partner, EQT

      Valtin Gallani, Group Head, Digital Infrastructure, TMT Finance & Advisory, Americas, Societe Generale

      Chris Downie, Ex CEO & Board Member, Flexential

      J. Todd Raymond, CEO, 1547 Realty

      • Examining the key drivers of M&A across digital infrastructure, from AI-fuelled datacenter demand to fiber expansion and wireless convergence
      • Analysing how interest rate shifts and capital constraints are reshaping deal-making strategies in hyperscale DCs, broadband, and enterprise fiber
      • Exploring the role of consolidation in fiber markets: Will scale, regional proximity, or bundling strategies determine the next wave of acquisitions?
      • Assessing the future of strategic and financial buyers in digital infrastructure M&A: Who will be the dominant acquirers, and what assets will be most in demand?  

      • Moderator

        MM

        Megan Mayers
        Americas Editor
        TMT Finance

      • Speaker

        Nirav Shah

        Nirav Shah
        Partner
        EQT

      • Speaker

        Valtin Gallani

        Valtin Gallani
        Group Head, Digital Infrastructure, TMT Finance & Advisory, Americas
        Societe Generale

      • Speaker

        Chris Downie

        Chris Downie
        Ex CEO & Board Member
        Flexential

      • Speaker

        Todd Raymond

        J. Todd Raymond
        CEO
        1547

      14:00

      Energy Innovators: How Utilities & Datacenters are Adapting to Digital Infrastructure Growth

       

      Moderator

      Elles Houweling, Editor, Special Content, TMT Finance

      Speakers

      Haynes Strader, CDO, Skybox Datacenters 

      Adam Post, SVP of Finance and Corporate Development, CoreSite 

      Casey Keller, Founder, Juvo Energy

      Avner Papouchado, Founder & CEO, Serverfarm

      • How are utility companies managing the increasing power demands of hyperscale and AI-driven datacenters, and what solutions are being implemented to expand capacity?
      • How are digital infrastructure investors monetising the demand for power across datacenters?
      • What are the biggest challenges in securing grid access for new datacenter developments, and what are the strongest pathways for collaboration between operators and utilities such as JVs
      • Examining how regulatory policies and energy transition goals impact long-term power availability for digital infrastructure projects? 

      • Moderator

        Elles

        Elles Houweling
        Editor, Special Content
        TMT Finance

      • Speaker

        HS

        Haynes Strader
        CDO
        Skybox Datacenters

      • Speaker

        AP

        Adam Post
        SVP of Finance and Corporate Development
        CoreSite

      • Speaker

        Casey Keller

        Casey Keller
        Founder
        Juvo Energy

      • Speaker

        Avner Papouchado

        Avner Papouchado
        Founder & CEO
        Serverfarm

      14:40

      Datacenter Leaders: Monetization Strategies for Stabilized Datacenter Assets

       

      Moderator

      Jaime Ramirez, Partner, Milbank

      Speakers

      John Wilson, CFO, Sabey Data Centers

      Aman Mittal, Managing Director, Digital Infrastructure, Moelis 

      Jared Day, President & CFO, Compass Datacenters

      Michael Hochanadel, Managing Director, Head of Digital Assets, Harrison Street

       

      • 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? 

      • Moderator

        JR

        Jaime Ramirez
        Partner
        Milbank LLP

      • Speaker

        John Wilson

        John Wilson
        CFO
        Sabey Data Centers

      • Speaker

        PNG

        Aman Mittal
        Managing Director, Digital Infrastructure
        Moelis

      • Speaker

        JD

        Jared Day
        President and CFO
        Compass Datacenters

      • Speaker

        Michael Hochanadel

        Michael Hochanadel
        Managing Director, Head of Digital Assets
        Harrison Street

      15:20

      Leaders Roundup: Lessons Learnt and Opportunities for 2026 and Beyond

       

      Moderator

      Maisie Clarke, Editor, Head of Financing Coverage, TMT Finance

      Speakers

      Quynh Tran, Deputy Head Structured Finance, Americas, SMBC

      Cecile Baker, MD, TD Securities

      Laura Fazio, MD - Tech & Telecom, Huntington

      Santhosh Rao, MD and Head of Digital Infrastructure, MUFG
       

      • Examining the evolving landscape of capital sources for data center and digital infrastructure investments, including the potential for more public market vehicles and the need to match the right capital with the right risk profile.
      • The convergence and interplay between traditional infrastructure sectors like power/utilities and the digital infrastructure space, and how this is impacting investment strategies and expertise.   

      • Moderator

        MC

        Maisie Clarke
        Editor, Head of Financing Coverage
        TMT Finance

      • Speaker

        PNG

        Quynh Tran
        Deputy Head, Structured Finance Americas
        Sumitomo Mitsui Banking Corporation

      • Speaker

        Cecile Baker

        Cecile Baker
        MD
        TD Securities

      • Speaker

        lf

        Laura Fazio
        Managing Director Technology & Telecom Banking
        Huntington Bank

      • Speaker

        SR

        Santhosh Rao
        Managing Director, Head of Digital Infrastructure
        MUFG