Investment Forum | APAC // M&A and Financing: Rethinking APAC capital strategies to meet ground breaking demand
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- Main Stage | Karangasem I+II | Lower Level
Speakers
Anand Subramanian
Senior Director, APAC Corporate Development, Equinix
Marcin Nowakowski
Head of TMT, Asia Pacific, Natixis
Kevin Tham
Managing Director, Varde Partners Asia
Kai Goh
CEO, Digital Halo
Founder, Managing Director, Balder Investment
In order to facilitate data center expansion throughout the APAC region, financing strategies, as well as strategic M&A activities, must evolve. Local banks are becoming unable to support the size of the AI infrastructure projects needed, as well as the risks associated with them, leading many operators to look elsewhere. Private equity continues to dominate with significant players being injected with significant capital for expansion, such as AirTrunk and PDG. Looking ahead at the significant growth coming, how will the region evolve?
- What will be the next set of capital providers and structures for the APAC region?
- How are power solutions and on-site generation fitting into APAC investment strategies?
- How are valuations changing for APAC portfolios? How are investment leaders pricing risk as we move into the inference stage of AI?
- Are we set to see an M&A race for power secured portfolios, and how are investors thinking about strategic exits?