Investment Forum | New York // Roundtable 2A: Risk & Return - New paths, players, and the power of partnerships
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- Investment Forum Main Stage
- Investment & Markets
- Open Session
Speakers
Data Center Practice Leader for North America, Aon
Partner, Northampton Capital Partners
Greg Stamas
Partner, 26North
Digital Portfolio Lead, DCD
Vice President, Investments & Capital Formation, Edged
The immense capital and power requirements of AI infrastructure is forcing a fundamental shift in how data center opportunities are being created. This panel will explore how significant partnerships have become with energy providers, hyperscalers, neoclouds, and utilities, the risk/return profiles of a new generation of capital sources, including private credit, insurance companies, and real estate investors, while examining how financing structures are being adapted to meet the unique requirements of this high-capex, high-power era.
- How significant are different partnerships becoming for meeting the required growth?
- How are hyperscalers analysing the new era of AI expansion, and how significant have those relationships become for operators?
- Examining the risk/return profiles of capital sources, including private credit, insurance companies and real estate investors, to assess whether traditional capital stacks remain fit for purpose
- How will the entrance of new players, including real estate, private credit, neoclouds and more facilitate growth across NAM?
- How are financing structures being adapted to fit into high-capex, high-power AI infrastructure?