Investment Forum | London // Agenda

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07:00

08:15

08:30

09:10

  • Investment Forum London Welcome Remarks

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Investment & Markets
    DCD

    DatacenterDynamics is the world's largest data center publication. We publish news, magazine features, and podcasts about the hyperscale & cloud, colocation & wholesale, artificial intelligence (AI), semiconductors, Edge computing, investment and REITs, data center companies, and more.

    Speakers

    Thomas Buckley

    Global Portfolio Manager, DatacenterDynamics

09:15

  • Opening Keynote Panel: Navigating capital, partnerships, innovation and datacenter expansion

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Investment & Markets
    • Building Europe's AI Factories
    • Energy & Sustainability
    • Cloud & Hybrid
    • Edge Infra & Inference
    kirkland-and-ellis-llp-vector-logo

    Speakers

    Xenia Sarri

    Xenia Sarri

    Managing Director, DigitalBridge

    Alexis Kantt

    COO of Real Estate Asset Management & Head of Digital Infrastructure Investments, Blackstone Europe

    Jeff Tapley

    Jeff Tapley

    COO, Digital Realty

    David Smith

    David Smith

    Deputy CEO, Echelon Data Centres

    Kemal Hawa

    Kemal Hawa

    Partner, Kirkland & Ellis

10:00

10:15

  • Morning Networking Break

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Hospitality & Networking

10:45

  • The race for power: Investment and financing strategies in a rapidly changing and supply constrained landscape

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Investment & Markets
    • Energy & Sustainability
    Ashurst Perkins 228x114

    Ashurst Perkins Coie is the global law firm for the future economy. With more than 3,500 client-facing practitioners across 52 offices worldwide, we advise a broad range of clients, with distinct strengths in technology, energy and infrastructure, and financial services.

    Our global, interdisciplinary Data Center & Infrastructure team supports investors, developers, operators, and technology companies throughout the digital infrastructure ecosystem. We advise on planning, site selection, land use, permitting, construction, power procurement, sustainability, investments, financing, joint ventures, and long-term operations for data centers, cable networks, mobile networks, and satellites—delivering coordinated counsel from strategy through development, transaction execution, and operation.

    Speakers

    Tomas Peshkatari

    Tomas Peshkatari

    Managing Director , GIP

    Rob Silvester

    Rob Silvester

    CRO, Ark DC

    David Bloom

    David Bloom

    Founder & Chairman, Kao Data

    Jasmine Ko

    Jasmine Ko

    Investment Director, Antin Infrastructure Partners

    Katie Williams

    Partner, Ashurst Perkins Coie

    Jane Rueger

    Jane Rueger

    Partner, Ashurst Perkins Coie

11:35

  • The journey of speculative to stabilised: Financing the AI-driven hyperscale build-out

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Investment & Markets
    mdy_ratings_rgb_MoodysBlue (1) (1)

    As a leading global provider of credit ratings and research, Moody’s Ratings offers valuable insights into financial stability and creditworthiness for organizations, debt instruments, and securities.

    Speakers

    Marianna Waltz

    Managing Director, Moody’s Ratings

    Natalia Tsitoura

    Natalia Tsitoura

    Partner, Apollo

    Jaime Rodriguez‑Ramos

    Jaime Rodriguez‑Ramos

    Managing Director, I Squared Capital

    Will Innes

    Will Innes

    Chief Investment Officer, NTT Global Data Centers

    Ben Richardson

    Ben Richardson

    MD International, CoreWeave

    Anis Bennani

    Anis Bennani

    Senior Director, Head of EMEA Network Infrastructure, Microsoft

12:30

  • Investment & Markets Hosted Lunch Briefing

    • Room G | 2nd Level
    • Investment & Markets
    • Invite-only Session
    Parametrix

    At Parametrix, our mission is to help businesses stay resilient in the face of technology downtime. Whether it’s a cloud outage, API failure, data center disruption, or other critical third-party service interruption, we understand the severe operational and financial impact these events can have.

    That’s why we’ve built advanced parametric insurance solutions designed specifically for today’s digital infrastructure. Powered by proprietary monitoring technology, deep actuarial expertise, and data-driven risk modeling, our products are engineered to deliver fast, transparent, and reliable payouts.

    These policies are more than pieces of paper; they’re lifelines that tap into the depths of actuarial insight to offer swift and accurate response to downtime events.

    Speakers

    Jonathan Hatzor

    Jonathan Hatzor

    CEO, Parametrix

  • Investment Forum Networking Lunch

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Hospitality & Networking
    • Open Session

13:55

14:00

14:45

  • Short Coffee Break

    • Investment Forum Exchange Lounge - Atrium | 3rd Level
    • Hospitality & Networking

14:50

14:55

  • Roundtable 2C: Is a wave of data center M&A on the horizon?

    • Investment Forum Breakout Room - Gallery 3 | 2nd Level
    • Investment & Markets

    Speakers

    Giovanni Della Pesca

    Giovanni Della Pesca

    Managing Director , Macquarie Capital

    Andrew O'Rourke

    Andrew O'Rourke

    Principal, GI Partners

    Stephane Tetot

    Stephane Tetot

    Managing Director, Partners Group

    Thomas Buckley

    Global Portfolio Manager, DatacenterDynamics

  • Roundtable 2B: How is renewable energy and onsite power generation influencing data center investment thematics?

    • Investment Forum Breakout Room - Gallery 2 | 2nd Level
    • Investment & Markets
    • Energy & Sustainability

    Speakers

    Laurens van Reijen

    Laurens van Reijen

    CEO, LCL Data Centers

    Jannis Lange

    Jannis Lange

    Global Lead Data Center Solutions, E.ON Energy Infrastructure

    Natalia Akst

    Natalia Akst

    Managing Director , Macquarie Group

    Richard Payne

    Richard Payne

    Head of Data Centre Consulting, AFRY

    Zachary Skidmore

    Zachary Skidmore

    Editor - Energy and Sustainability, DCD

  • Roundtable 2A: Assessing risk and financing for the neocloud-led era

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Investment & Markets
    • The Future of AI-First Infrastructure

    Speakers

    Dmitry Golubikhin

    Dmitry Golubikhin

    Managing Director – Data Centre Coverage, Nomura International

    Marco Quirico

    Marco Quirico

    Co-Head of Telecom and Infrastructure Technology EMEA, Goldman Sachs

    Gaurav Baruah

    Gaurav Baruah

    Principal, Blue Owl

    Timo Buijs

    Timo Buijs

    Co-Head Digital Infrastructure Finance, ABN AMRO Bank

    James Raddings

    James Raddings

    Digital Portfolio Lead, DCD

15:40

  • The next frontier of data center investing: Growth, resilience and long-term value creation

    • Investment Forum Main Stage - Gallery 1 | 2nd Level
    • Investment & Markets
    • Management & Operations
    FM-Logo-New (1)

    FM is a global leader in commercial property insurance and risk management,

    partnering with many of the world’s largest organisations, including one in four

    Fortune 500 companies.

    Built on a foundation of engineering expertise, FM combines data, research, and

    insights from nearly 2,000 engineers worldwide to identify, assess, and mitigate

    risk—helping clients protect critical assets, avoid disruption, and reduce the financial

    impact of loss across their portfolios.

    As digital infrastructure and artificial intelligence accelerate demand for resilient data

    ecosystems, FM Intellium extends this approach to the data center environment. It

    brings together engineering, data-driven research, and global risk management to

    help organisations safeguard asset portfolios across data centers, cloud

    infrastructure, and power systems.

    By embedding resilience from design through to operations, FM helps clients

    minimise downtime risk, protect long-term asset value, and avoid costly business

    interruption in an increasingly complex and capital-intensive environment.

    Speakers

    Dharman Sury

    CFO & Co-Founder, BGO DataCenters

    Pranav Sharma

    Pranav Sharma

    Vice President, FM Intellium

    Vishal Padiyar

    Vishal Padiyar

    Managing Director , Brookfield

    Marco Fok

    Marco Fok

    Managing Director , Ares Management

    Thomas Buckley

    Global Portfolio Manager, DatacenterDynamics

16:30

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