Investment Forum | New York // Agenda

2026 Tickets coming soon!

Stage

Session type

Channel

7:00 a.m.

9:00 a.m.

  • Networking breakfast

    • Investment & Markets
    • Hospitality & Networking
    DCD Intelligence Logo 2026

    In an exponentially growing digital infrastructure sector, there is an unsatisfied demand for accurate data on industry trends that evolves as fast as the market does.

    That’s why DCD is proud to announce the development of DCD Intelligence: an interactive market intelligence platform that is uniquely designed for the data center industry.

    The platform will transform traditional market intelligence for the data center industry by providing proprietary market trackers and forecasts with the broadest and deepest coverage.

    DCD Intelligence will be releasing its beta platform in Q2 2026, with a wider market release scheduled for Q3 2026.

    Learn more: https://www.datacenterdynamics.com/en/dcdintelligence/

9:45 a.m.

  • Welcome remarks

    • Investment & Markets
    • Open Session
    DCD Intelligence Logo 2026

    In an exponentially growing digital infrastructure sector, there is an unsatisfied demand for accurate data on industry trends that evolves as fast as the market does.

    That’s why DCD is proud to announce the development of DCD Intelligence: an interactive market intelligence platform that is uniquely designed for the data center industry.

    The platform will transform traditional market intelligence for the data center industry by providing proprietary market trackers and forecasts with the broadest and deepest coverage.

    DCD Intelligence will be releasing its beta platform in Q2 2026, with a wider market release scheduled for Q3 2026.

    Learn more: https://www.datacenterdynamics.com/en/dcdintelligence/

    Speakers

    Dan Davey

    Chief Strategy Officer, DCD

10:00 a.m.

10:30 a.m.

11:15 a.m.

12:00 p.m.

  • Networking Lunch

    • Investment & Markets
    • Hospitality & Networking

1:15 p.m.

2:00 p.m.

2:45 p.m.

3:15 p.m.

3:35 p.m.

  • Panel: Stabilized but not stable? Navigating risks in data center assets

    • Investment & Markets
    • Open Session

    Speakers

    Angelo Lacroix

    Angelo Lacroix

    Senior Investment Director, CVC DIF

    Veronica Huang

    Vice President - Senior Analyst, Structured Finance Group, Moody's Ratings

    Richard Choe

    Richard Choe

    Executive Director, Equity Research, J.P. Morgan

    Scott McBride

    Partner, Northampton Capital Partners

    Gordon Dolven

    Director of Americas Data Center Research, CBRE

4:20 p.m.

5:00 p.m.

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