Programme

  • 0745h
  • Registration Opens & Continental Breakfast
  • 0900h
  • Opening Address: Future of Datacentre Global Markets and a 3-year Market Perspective
    Andrew Power, CFO Digital Realty
  • 0920h
  • Colocation Services CFO/Leaders Roundtable
    Funding expansion – the best and worst models to follow
    Chair: Steve Wallage, Managing Director, BroadGroup Consulting
    Cathrine Telje, CFO, Digiplex
    Pete Jones, Chief Development Officer, Yondr Group
    Prashant Murthy, CFO, Airtrunk
  • 1000h
  • The Challenge of Valuations in moving markets
    Chair: Richard Hall, CEO, CloudOrigin
    Milan Radia, Managing Director, 2020 re:think
    Jennifer Fritzsche, Managing Director, Wells Fargo Securities
    Sicco Boomsa, Director Structured Finance TMT - Satellite & Technology ING Bank
    Tom Wells, Partner, Arma Partners
  • 1040h
  • Morning Networking Break
  • 1110h
  • REITs Performance: can the model be sustained?
    Five datacenter REITs in the US have a combined market cap of approaching USD90 billion. REITs are often confronted with the difficulty in forecasting hyperscale demand, "shadow" supply concerns, funding capex for massive powered shells and sustaining geographic expansion. Yet the rewards can be well above average investor returns. How have REITs performed in the datacenter sector, and what is the outlook? Can the model be used successfully globally?
    Chair: Miles Loo, Executive Vice President, Newmark Knight Frank
    Anthea Lee, Deputy CEO & Head of Investment, Keppel DC REIT
    Ralph Choufani. Principal, ABRY Partners
    Jeff Tapley, Managing Director EMEA - Senior Vice President, Digital Realty
  • 1140h
  • M&A Roundtable
    A discussion about key corporate decisions in 2019 and what to expect for FY 2020/2021
    Jeffrey Krogh, Managing Director, BNP Paribas
  • 1230h
  • Investing in Emerging Markets
    Mr Michael Tobin, OBE
  • 1300h
  • Lunch
  • 1400h
  • Keynote presentation
    Vincent Barro, Vice-President Switzerland & End-Users, Schneider Electric
  • 1430h
  • Datacenter Entrepreneurs Discussion
    Opex v Capex – how can investment take a longer term perspective when the cloud v. the data center means a three-year capex depreciation v a 20-year depreciation. Can short-term results demanded by investors be changed?
    Chair: Joao Lima, Group Managing Editor, Data Economy
    Apostolos Kakkos, CEO, Lamda Hellix Data Centers
    Chris Crosby, CEO, Compass DC
  • 1510h
  • New market entry by USD1 billion plus funds
  • 1545h
  • Infrastructure funds: Current fibre infrastructure will not be able to cope with massive data growth
    How will fibre growth be funded and where will investment be applied. Lack of fibre intensity will be a challenge in Edge implementation – how will this be addressed. What other drivers are behind fibre infrastructure investment
    Khalid Naqib, Head of Digital, Amber Infrastructure
  • 1605h
  • Afternoon Networking Break
  • 1645h
  • Investing in Edge: the biggest market growth opportunity for the next 10 years?
    Sami Badri, Senior Equity Analyst, Credit Suisse
    Eddie Kilbane, CEO, DataPlex
    Jason Rylands, VP International Sales & Strategy, German Edge
  • 1715h
  • Best Investor Returns for next 12 months?
    Dmitriy Antropov, SVP Private Infrastructure, Partners Group
  • 1800h
  • Close of Finvest
  • 1800h
  • Executive Reception