Day 1 Day 2
09:25

Opening Visionary Keynote Speech

 

James Henry, SMD, Bank Street Group 

 

  • Speaker

    jh

    James Henry
    Senior Managing Director
    Bank Street Group

09:40

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

 

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?

  • 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

10:20

Visionary Keynote Speech

 

Jeff Johnston, Lead Economist, CoBank

  • Speaker

    Jeff CoBank - Headshot

    Jeff Johnston
    Lead Economist
    CoBank

10:35

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

 

Moderator

Melissa Kalka, Partner Merger & Acquisitions, Kirkland & Ellis   

Speakers

Raul Martynek, CEO, DataBank

Fran Federman, CIO, CyrusOne

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

    FF

    Fran Federman
    CIO
    CyrusOne

  • 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

11:45

Capital Access Leaders: Examining Demand, Monetization, Strategies, Recycling and LP Influence

 
  • Deep dive into the strategies companies are using to meet the high demand for capital in the digital infrastructure sector
  • Risk and return profiles of recycling capital, using continuation funds, and LPs making direct investments into portfolio companies
  • Examining the opportunities and challenges for LPs in directly investing in digital infrastructure assets
    11:45

    LatAm & Emerging Markets Digital Infrastructure Growth

     

    Speakers

    Chris Torto, CEO, Ascenty

    Octavio Camarena, CEO, 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   

    • Speaker

      Chris Torto

      Chris Torto
      CEO
      Ascenty

    • Speaker

      Octavio Camarena

      Octavio Camarena
      CEO
      KIO

    • 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

    12:30

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

     

    Moderator

    Valtin Gallani, Group Head, Digital Infrastructure, TMT Finance & Advisory, Americas, Société Générale

    Speakers

    Nirav Shah, Partner, EQT

    • 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

      Valtin Gallani

      Valtin Gallani
      Group Head, Digital Infrastructure, TMT Finance & Advisory, Americas
      Société Générale

    • Speaker

      Nirav Shah

      Nirav Shah
      Partner
      EQT

    12:30

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

     

    Speakers

    Haynes Strader, CDO, Skybox Datacenters 

    Adam Post, SVP of Finance and Corporate Development, CoreSite 

    Nathan Ough, President & CEO, VoltaGrid

    Casey Keller, Founder, Juvo Energy

    • 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? 

    • Speaker

      HS

      Haynes Strader
      CDO
      Skybox Datacenters

    • Speaker

      AP

      Adam Post
      SVP of Finance and Corporate Development
      CoreSite

    • Speaker

      Nathan Ough

      Nathan Ough
      President & CEO
      VoltaGrid

    • Speaker

      Casey Keller

      Casey Keller
      Founder
      Juvo Energy

    14:10

    Datacenter Leaders: Monetization Strategies for Stabilized Datacenter Assets

     

    Speakers

    John Wilson, CFO, Sabey Data Centers

    Scott Schneider, CFO, Cologix 

    Todd Coleman, President & CEO, Founder, eStruxture Data Centers

    Aman Mittal, Managing Director, Digital Infrastructure, Moelis 

     

     

     

    • 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? 

    • Speaker

      John Wilson

      John Wilson
      CFO
      Sabey Data Centers

    • Speaker

      SS

      Scott Schneider
      CFO
      Cologix

    • Speaker

      Todd Coleman

      Todd Coleman
      President & CEO, Founder
      eStruxture Data Centers

    • Speaker

      PNG

      Aman Mittal
      Managing Director, Digital Infrastructure
      Moelis

    15:05

    Leaders Roundup: Lessons Learnt and Opportunities for 2026 and Beyond

     
    • 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.