The expanding infrastructure stack - Who owns what?

  • – EST
Speakers

Digital infrastructure is scaling at pace and bringing with it layers of complexity and a broader mix of players. New entrants, including private equity, infrastructure funds, banks and operators taking a more active role in investment, each have different priorities around yield, growth and control. At the same time, capital is becoming more active, deal structures more layered, and execution risks more pronounced as projects scale in size and complexity. Join this episode to discuss:

  • How the expanding infrastructure stack is creating tension between stakeholder investment priorities
  • The shift from passive capital to more active investor ownership
  • The increasing complexity of deal structures and the evolving debt-equity dynamics
  • How these trends are impacting execution risk, timelines and asset performance

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