THE TECH CAPITAL

INTERNATIONAL FINANCE FORUM 2023

Where global digital infrastructure investors debate, inspire and connect

Private and Exclusive

MAY 24 2023

The Tech Capital

AT THE HEART OF POWER

Live from London and following a successful first edition, The Tech Capital International Finance Forum makes a return under the theme of "At the Heart of Power" for a full day featuring an in-depth, multi-session agenda focused on bringing together business leaders, financers, investors, funders, senior legal advisers, strategists, trendspotters and the visionaries in charge of building digital infrastructure across the globe to debate, inspire and connect.

This private networking and transactional event brings bold thinking and innovative ideas to life as those constructing and supporting the world’s data centres, towers, and fibre infrastructure examine the latest investor trends from sustainability to new technologies, opportunities, risks, the forces influencing the marketplace, and how to make sense of this ever-changing trade.

With a combined market cap north of US$1 trillion, join delegates from public REITs, infrastructure funds, private equity, institutional investors, sovereign wealth funds, operators, government agencies, legal and advisory firms and more in setting the path forward for growth across the global stage of digital infrastructure.

The Tech Capital

Featured Speakers

50+ EVENT ORATORS FROM DIFFERENT CONTINENTS AND INDUSTRY BACKGROUNDS WILL INSPIRE, DEBATE AND ENGAGE WITH IFF23'S EXCLUSIVE AUDIENCE.

Ukraine Government

Deputy Minister of Digital Transformation

STACK Americas

CFO

Equinix

Managing Director

EdgeConneX

Chief Corporate Strategy Executive

DigitalBridge

Head of Europe

Data4 Group

Chief Commercial Officer

Co-Founder & CEO, Scala Data Centers

Operating Partner, DigitalBridge

Cassava Technologies

VP & Head of Investor Relations

CEO, ZeroPoint DC

Chief Growth Officer, Tonomus.NEOM

TD Cowen

Senior Equity Research Analyst

Vodafone Group

Global Head of Corporate Business Development

H.R.L. Morrison & Co

Partner & Head of UK/Europe

Yondr Group

CFO

ESR Group

Chief Investment Officer

Raxio Group

Group CFO & MD

Digital Connectivity Forum

Chair

GI Partners

Managing Director

Nomura

Managing Director

The Tech Capital

What to expect

1

INSPIRATION

Plan your strategy for the year ahead by hearing from 50+ industry experts who will take to the stage to share their vision of the sector, the opportunities and what lies ahead. Join them in an environment designed to foster audience-stage engagement like never before.

2

Meaningful networking

Build connections and new business with leading peers in the sector from operators to investors, including REITs, funds, banks, equity, debt, bonds, legal, advisory, lobbyists and others. All this and more in a private and friendly enviroment.

3

Recognition

Join The Tech Capital Global Awards in celebrating the abundant talent and creativity in digital infrastructure financing. The Awards will take place right after IFF23 and will award individuals, teams and companies.

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IFF23 real estate
IFF Finance
IFF23 Legal

The Tech Capital

Event Agenda

24TH MAY
07:45 - 08:50

REGISTRATION & NETWORKING BREAKFAST


24TH MAY
08:50 - 09:00

OPENING REMARKS FROM THE TECH CAPITAL

João Marques Lima

João Marques Lima

The Tech CapitalEditor


24TH MAY
09:00 - 09:20

Global Economic Outlook: The Road Ahead

The digital infrastructure industry has taken bold collective action in addressing some of the major challenges imposed by a fragmented world. From multi-billion Dollar consolidation to hefty capital commitments into the deployment of real estate, the sector has had its priorities set on servicing the planet of connectivity and cloud power. This around-the-world kick-off keynote will sharply assess the global digital infrastructure finance and investment landscape across different locations, Wall Street’s play and the fears of a bear market scenario and provide snippets of the road ahead.
Philbert Shih

Philbert Shih

Structure ResearchManaging Director


24TH MAY
09:20 - 10:00

The Big Bet: The Tech Capital’s Annual Leaders Debate

Development headwinds continue to deliver on big valuations and expansionary roadmaps. Growth has been a constant across the globe and opportunities remain for discerning investors in both large and small economies. This CXO open forum will discuss the evolution of the marketplace across data centres, fibre, towers, and edge, offer an outlook for the next 12-18 months, and invite the in-room audience to participate in the debate led by some of the world’s largest household names in digital infrastructure investment.
Michael Elias

Michael Elias

TD CowenSenior Equity Research Analyst

Pierre Maitre

Pierre Maitre

EdgeConneXChief Corporate Strategy Executive

Fabio Fontana

Fabio Fontana

CEO, ZeroPoint DCChief Growth Officer, Tonomus.NEOM

Marcos Peigo

Marcos Peigo

Co-Founder & CEO, Scala Data CentersOperating Partner, DigitalBridge

Krupal Raval

Krupal Raval

EquinixManaging Director


24TH MAY
10:00 - 10:35

Trade, Growth, and Investment: Navigating Sanctions and Regulation towards solvency

In a time when deglobalisation is gaining pace, navigating the constant changes around legal frameworks can be challenging. Moving from soft to hard law requirements, there are significant increases in ESG and human rights requirements, requiring companies and investors to identify ESG-related risks in their operations and supply chains, identify and implement effective and efficient mechanisms to address those risks, and derisking their supply chains. Trade wars and economic sanctions do not make it any easier, especially for international businesses that rely on cross-border trading. All this has created a regulatory business environment that is as unprecedented as unpredictable. With the digital infrastructure market fiercely expanding into new realms, this panel will explore the current environment and their influence on operations, new regulations around data sovereignty, land, and very importantly, sustainability, and how brands can leverage this disruptive force to their investors and their firms’ advantage.
Dr Lara Stoimenova

Dr Lara Stoimenova

Sigma EconomicsManaging Director

Tara Giunta

Tara Giunta

Paul Hastings LLPPartner

Ulises R. Pin

Ulises R. Pin

Morgan, Lewis & Bockius LLPPartner

John Anderson

John Anderson

Quantum Loophole, Inc.Chief Legal Officer, General Counsel & Secretary

Phil Spyropoulos

Phil Spyropoulos

Eversheds SutherlandPartner


24TH MAY
10:35 - 11:00

Networking BREAK


24TH MAY
11:00 - 11:35

Digital Infrastructure Attractiveness: The Impact of DI on International Trade and Foreign Direct Investment

Digital infrastructure is rapidly turning into a utility-like foundation of societies and economies across the globe. As much benefit as it brings to users and brands, this real estate vertical also attracts hefty capital commitments that last decades on end and contribute trillions of Dollars into the world’s GDP. In thispanel, The Tech Capital will bring executives together to discuss how different administrations in some of the globe’s most burgeoning digital markets are promoting and financing international trade and investment and championing free trade to welcome digital infrastructure investors into their borders.
Canan Anli

Canan Anli

PMP STRATEGYSENIOR ADVISOR

Andrei Milekhin

Andrei Milekhin

NomuraManaging Director

Charlie Evans

Charlie Evans

Guggenheim PartnersVice President

Vincent Gerritsen

Vincent Gerritsen

H.R.L. Morrison & CoPartner & Head of UK/Europe

Michael Suppan, CFA

Michael Suppan, CFA

Deutsche BankManaging Director


24TH MAY
11:35 - 12:15

The next stop: New locations of opportunity

Much of the conversation – and headlines – around digital infrastructure focus on mature economies whose deployments add to large footprints and relatively well served geographies. But what’s next for location investment? Notwithstanding land and power struggles, this panel will explore new locations of opportunity across the world. What investment vehicles are driving that expansion, how much infrastructure is needed, the barriers, the challenges, and the ROI of long-term betting where others don’t dare going.
Steve Wallage

Steve Wallage

Danseb ConsultingManaging Director

Germán Cufré

Germán Cufré

IFC, World Bank GroupGlobal Head

Adam Levine

Adam Levine

Data4 GroupChief Commercial Officer

Ronald Philip

Ronald Philip

Agility Logistics ParksSenior Director

Claude Achcar

Claude Achcar

Actel ConsultingFounder & Managing Partner


24TH MAY
12:15 - 12:35

Tomorrow Together: Ukraine's Digital Infrastructure Needs and Potential as Tech Hub Amidst Ongoing War

Join chair Stephanie Liston and Ukraine's Deputy Minister of Digital Transformation, Alex Bornyakov, as they delve into the pressing issue of Ukraine's digital infrastructure needs amidst the ongoing war and the post-war period. The fireside chat will also explore the tech scene in Ukraine, shedding light on the country's potential as a hub for innovation and growth. Don't miss this insightful conversation on the future of digital Ukraine.
Stephanie Liston

Stephanie Liston

Digital Connectivity ForumChair

Alex Bornyakov

Alex Bornyakov

Ukraine GovernmentDeputy Minister of Digital Transformation


24TH MAY
12:35 - 13:35

NETWORKING LUNCH

Hosted by DigitalBridge

24TH MAY
13:35 - 13:55

Digital Infrastructure Trends: Exploring the Latest Investment and Strategy Approaches for Data Centers, Fiber, and Towers in the Next 24 Months

In the next 24 months, businesses will continue to invest heavily in digital infrastructure and adopt new strategies to improve their connectivity and data management capabilities. Data centres, fiber, and towers will be key components of this infrastructure, and the demand for these assets will continue to grow. In this keynote, our expert speaker will explore the latest trends in the industry, including investment patterns, strategic considerations, and location strategies. He will also discuss how these trends will impact businesses and consumers, and what steps organisations can take to stay ahead of the curve.
Matt Evans

Matt Evans

DigitalBridgeHead of Europe


24TH MAY
13:55 - 14:30

Pivoting Sustainable finance: The new climate infra platforms requiring investment

Over the past 200 years the world has built an economy dependent on fossil fuels, but now, it has less than 30 years to change it over. Digital infrastructure has been at the forefront of that change and continues to adapt to the current energy climate as well as new technologies. But how can climate technology help speed the transition to net zero within this industry? From hydrogen, nuclear power, and alternative proteins to edge and cleverer deployments, this panel will debate the new energy economics, investment stewardship, the up-and-coming energy venture opportunities, their direct correlation into the digital infrastructure sphere, and how they can be used to their utmost potential delivering on ESGP goals.
Anne Foster

Anne Foster

Quinbrook Infrastructure PartnersSenior Director & Global Head of ESG

Marco Angelino, MBA

Marco Angelino, MBA

Raxio GroupGroup CFO & MD

Martin Bouchard

Martin Bouchard

QScalePresident, Chairman & Co-founder

Sicco Boomsma

Sicco Boomsma

INGManaging Director TMT

Philippe Vogeleer

Philippe Vogeleer

Vodafone GroupGlobal Head of Corporate Business Development


24TH MAY
14:30 - 15:05

The Close: What’s next for digital infrastructure M&A?

Despite a volatile macroeconomic landscape, digital infrastructure M&A has seen deal multiples remain high across many subsectors. The many billions of Dollars invested mostly by private equity houses reflects underlying industry trends that are set to navigate harsher economic winds in 2023 and continue to flourish into 2024. But what is left to snap up when most have been taken over? This panel will debate what is next for dealmaking and convergence in digital infrastructure M&A, what business models are emerging, how the banking sector is growing in importance, current market corrections, and what will the next generation of digital infrastructure consolidation look like.
Gabriel Silva

Gabriel Silva

Vinson & Elkins LLPPartner

Heather Paduck

Heather Paduck

STACK AmericasCFO

Matt Barker

Matt Barker

GI PartnersManaging Director

Antoine Lepagnot

Antoine Lepagnot

Santander Corporate & Investment BankingHead of Digital Infrastructure

Derek Neil

Derek Neil

BDO LLPPartner


24TH MAY
15:05 - 15:40

Networking break


24TH MAY
15:40 - 16:15

Margin Call: Barriers to value creation and access to capital

As the era of “free cash” comes to an end, the financing models around digital infrastructure have been dramatically shifting almost monthly. Access to capital is one of the primary enablers of entrepreneurship, but as the market matures and navigates a world of institutional shift, this panel will debate the current barriers to value creation and market competitiveness, if we have reached the end of debt finance and private equity, how hyperscalers are changing the game on the back of short selling views, rising borrowing costs, banks’ roles, liquidity, and tightening credit.
Robin Brown

Robin Brown

HSBCManaging Director

Mark Reynolds

Mark Reynolds

Cassava TechnologiesVP & Head of Investor Relations

Jan Willem van Roggen

Jan Willem van Roggen

NIBCManaging Director Infrastructure

David Kippen

David Kippen

Cordiant Capital Inc., Cordiant Digital Infrastructure LtdManaging Director

Simon Rozas

Simon Rozas

DIF Capital PartnersHead of European Digital Infrastructure


24TH MAY
16:15 - 16:50

Stewarding Responsible Growth: Building a viable digital infrastructure ecosystem

As the world continues to consume and produce tremendous amounts of data, the need for digital infrastructure construction will not subside. The metaverse, spiralling cloud adoption, digital currencies, Web 3.0, smart cities, you name it, there are many different agents of change who demand more real estate to house and process data. Bringing together colocation and hyperscale operators, this panel will discuss what is on the cards for development, where the shelf-build/leased balance lies between operators and hyperscalers, the latest developments in infrastructure expansion and what new applications will be enabled by such investments.
Will Innes

Will Innes

NTT Ltd.SVP - Head of Strategy & Corporate Development, Global Data Centers

Michalis Grigoratos

Michalis Grigoratos

Infrapartners LLCManaging Partner

Devashish Gupta

Devashish Gupta

ESR GroupChief Investment Officer

Stephen Hall

Stephen Hall

CEO, Crown HostingArk Data Centres

Chester Reid

Chester Reid

Yondr GroupCFO


24TH MAY
16:50 - 17:25

Skills, alternatives, and risk: Mastering innovative finance and equity in times of pressure

There is no doubt this is a crucial transitioning period for digital infrastructure. From macro market volatility to recognition as a critical infrastructure subsector, the community is having to rapidly adapt and mature in as little as 24 months. This executive panel will explore the skills needed by investors to navigate this rapidly shifting landscape, what are the new capital access platforms, the new finance and equity investment vehicle trends like continuation funds, and alternative asset classes for digital infrastructure investment opportunities. The question is: what is next if everything else failed?
Fundiswa Nkuta

Fundiswa Nkuta

TTC'S UNDER 35 WINNER 2022FORMER INVESTMENT ASSOCIATE, AIIM

Simon Sharp

Simon Sharp

Global VenturesPartner

Jan Weismüller

Jan Weismüller

KfW IPEX-BankHead of Infrastructure, London

Christina Sgardeli

Christina Sgardeli

Arcus Infrastructure Partners LLPInvestment Director

Rick Piket

Rick Piket

CITIGROUPVP, INVESTMENT BANKING


24TH MAY
17:25 - 17:30

Closing Remarks from The Tech Capital


24TH MAY
17:30 - 20:00

THE TECH CAPITAL AWARDS

Join The Tech Capital Awards drinks reception in recognising the many talented individuals, teams and companies operating in the digital infrastructure finance, investment, and legal spheres. Our dedicated hosting team will be on hand to guide you to the Great Hall.

The Tech Capital

Event Location

Venue

One Great George Street, a four-domed grade II listed Edwardian building close to the Houses of Parliament, Westminster Abbey, Buckingham Palace and St James's Park.

Address: 1 Great George Street, Westminster, London SW1P 3AA

The Tech Capital

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