Investment Forum | New York // Opening Keynote Panel: Billion dollar bets - guiding the course for sustainable AI expansion

View the 2026 agenda
  • —
  • Investment Forum Main Stage
  • Investment & Markets
  • Open Session

Speakers

Dan Loosemore

CEO, InfraXmedia

Chris Dolan

Chief Data Center Officer, Crusoe

Scott Schaevitz

Managing Director, Barclays Investment Bank

Ignacio Quintana

Managing Director, MGX

Geneviève Maltais-Boisvert

Managing Director, DigitalBridge

In a market defined by surging hyperscale demand, tighter credit conditions, and sustainability imperatives, investors and operators alike are rethinking how capital is structured, from refinancing strategies to the rise of joint ventures, reshaping the playbook for digital infrastructure expansion. This panel will kick off the event and provide the macro overview for the day ahead at the investment forum.

  • What are the current trends in capital stack financing, debt structures, and successful deal flows for large-scale developments and alternative energy sources?
  • How have higher interest rates and refinancing conditions tightening shifted the capital strategy for stabilized data center portfolios?
  • With traditional M&A cooling, we’re seeing more JVs and partial exits. How are joint venture structures evolving, especially between developers, operators, and long-term capital?
  • How are operators balancing growth ambitions with balance sheet discipline in today’s environment?