15th annual conference and awards
TMT Finance Europe 2027
Accelerating Smart Investment in
Digital Infrastructure
Digital Infrastructure
27 - 28 January 2027 | Convene 133 Houndsditch, London
Agenda 2026
Download the agenda08:00-09:00
Women in Digital Infra Finance Networking Breakfast
While capital structures and investment strategies evolve, women remain underrepresented in senior decision-making and portfolio management roles across the digital infrastructure industry. This reinforces the importance of dedicated forums and leadership networks where influence, insight and experience can be shared among peers.
Join us for a relaxed networking breakfast bringing together the women and allies influencing M&A, financing and investment across digital infrastructure. Designed to prioritise informal connection and relationship-building, the session is framed by discussion points posed by women active in deal execution and advisory. This will surface shared challenges and reflect some of the realities discussed in boardrooms and investment committees today.
Moderators
Siobhán Nagle - Managing Director, Digital Infrastructure EMEA
Jayne McGlynn - Strategic Corporate Partner, DWF
08:55-09:00
Host's Introduction
Host
Elles Houweling - Features & Special Content Editor, TMT Finance
09:00-09:10
TMT Finance Editorial View: Transaction outlook for 2026
The TMT Finance editorial team present deal data and pipeline for the EMEA market in 2026.
A detailed breakdown of announced and expected M&A and equity deals across all digital infrastructure asset classes.
Speaker
Stephanie Harris - Chief Correspondent, EMEA, TMT Finance
The TMT Finance editorial team present deal data and pipeline for the EMEA market in 2026. A detailed breakdown of announced and expected M&A and equity deals across all digital infrastructure asset classes.
09:10-09:50
FTTH Leaders Panel: From refi’s to roll-ups – what’s the forecast for Europe’s fibre roll-out?
Moderator
Kemal Hawa - Partner, Kirkland & Ellis
Speakers
Julien Rault - Group Head of Investments, Orange Group
Rohini Pahwa - Partner, Arjun Infrastructure Partners
Elie Nammar - Senior Investment Director and Partner, Vauban Infrastructure Partners
Philipp von Bismarck - Managing Partner, DTCP
Lars Riegel - Partner - Global Head of PE TMT, Arthur D. Little
- How are debt and equity players structuring the next wave?
- How are operators adapting business models to sustain value creation?
- How are financing strategies adjusting across SPV and open access FTTH models?
- How are capital pools differing by geography?
09:50-10:05
Keynote Presentation: Navigating uncertainty – The future of data centres amid disruption, innovation, and shifting investment focus
Speaker
Stuart Cockburn – Partner, AlixPartners
The data centre industry stands on the brink of a dramatic transformation - a battleground where speed now eclipses efficiency and long-held certainties are being upended by relentless technological disruption and tightening regulatory pressures. Drawing on insights from our recent global survey, we will explore how shifting dynamics between investors, customers, operators, and infrastructure providers are reshaping the data centre sector.
09:50-10:50
Fibre Leaders Exchange
Exclusively for leaders from the fibre industries and their counterparts in investment, banking and advisory, this focused networking session is designed to align shared interests, accelerate partnership discussions and unlock deal opportunities.
A space to exchange insight on EMEA market financing and M&A, and evolving investor profiles and priorities across FTTX, metro and backbone fibre.
Submit your interest here
10:05-10:45
Datacentre Leaders Panel: How are operators deploying capital to scale amid power and land constraints?
Moderator
Thomas Solelhac - Partner, EY-Parthenon
Speakers
Nick Haslehurst - CFO EMEA, Vantage Data Centers
Will Innes - SVP, Global Head of Investment, NTT Global Data Centres
Micheil de Roij - Senior Director Acquisition & Investments EMEA, Digital Realty
Iain Cran - Senior Director Regional Finance EMEA, Equinix
Erik van den Berg - Principal, Blue Owl Capital
• How are bubble and overbuild risk being assessed? And what protections are being put in place?
• Is capital flowing away from FLAPD markets?
• How are operators modelling power demand for AI training workloads v. inferencing at the edge?
• As projects scale to 2+GWs, how are phasing, land banking and anchor contracts unlocking capital?
11:15-11:55
Panel: EMEA's GPUaaS gold rush - who's backing the new breed of datacentre offtakers?
Moderator
Sylvain Loizeau – Principal, Analysys Mason
Speakers
Oliver Schiebel – CEO, hscale
Luca Egidio - Managing Director, BlackRock Global Infrastructure Partners
Michel Boutouil - CEO, Polarise
Massimiliano Battisti - Global Head of Infrastructure & TMT Finance & Advisory, Societe Generale
- Are traditional debt structures evolving quickly enough to match the speed of AI-driven demand?
- How are power and hardware risks being priced into terms?
- What level of visibility do lenders require? And are they getting it?
- How are banks looking at GPUaaS leases? And how do they compare to the Western and Chinese Hyperscalers?
11:15-11:55
Fibre Leaders Panel: The great pivot - where is the investable value now emerging across wholesale?
Moderator
Arya Mohanty - Principal, TMT Strategy and M&A, FTI Consulting
Speakers
Ronan Kelly – MD, AllPoints Fibre
Craig Forrester – CFO, Neos Networks
Graeme Oxby - CEO, Community Fibre
Oliver Bradley - Senior Managing Director, Macquarie Capital
The UK fibre market is undergoing the biggest strategy shift since the build boom, moving from on-net obsession to a sharper focus on wholesale-first partnerships, aggregation platforms and enterprise expansion. This panel will explore:
- As the market moves beyond the build-first era, where does wholesale sit, and how is the on-net v. off-net balance shifting?
- Which wholesale aggregation models are delivering scale and mitigating overbuild?
- How are partnerships unlocking long-term value creation?
- How are capital allocators now benchmarking pricing and quality of cashflows?
11:55-12:35
Panel: Which NetCo and JV models are the new gold standard in EMEA?
Moderator
Stephane Piot – Partner, Analysys Mason
Speakers
Svetlana Barthelemy – MD, GIC
Andrei Milekhin - Managing Director / Global Head of Digital Infrastructure Investment Banking, Nomura
Juan Francisco Redondo - Networks Strategy Consultant
- Where are carve-outs and JVs unlocking capital for new fibre and 5G build-out?
- How are regulators responding to NetCo strategies?
- What structures best balance wholesale neutrality, investor alignment and operational control?
- What lessons are being learnt from MasOrange and other deals?
11:55
Live Poll: Datacentre Debt Deployment
Host
Elles Houweling - Features & Special Content Editor, TMT Finance
11:55-12:35
Panel: Is green datacentre CapEx still earning a premium?
Moderator
Clara Oliver-Amorim - Senior Reporter, Debt, TMT Finance
Speakers
Sverre Lind Thornes – CFO, Green Mountain
Michiel de Roij - Senior Director Acquisitions & Investments EMEA, Digital Realty
David Smith - Deputy CEO, Echelon Data Centres
- What pricing advantage remains for operators prioritising sustainability metrics and renewable technologies?
- How are ESG-linked financing terms evolving?
- Is investor criteria shifting from certification to measurable impacts when it comes to power procurement and design?
12:35-13:15
Panel: Could LEO satellite and teleport carve-outs deliver infrastructure-grade yields?
Moderator
Dr. Sören Grabowski – Partner, Technology, Media and Entertainment, EY-Parthenon Germany
Speakers
Shuja Khan - CEO, Arqiva
Lucie Liversain - Chief of Staff, Skynopy
Maureen Haverty - Investment Principal, Seraphim Space
Jaume Sanpera - CEO, Sateliot
- Are teleport carve-outs becoming credible long-term investment plays?
- Is the teleport ecosystem investable on its own, or is it dependent on LEO performance?
- What are investors’ offtake/anchor tenant revenue demands?
- How is regulation and competition priced into the risk?
12:35-13:15
Panel: How are Europe’s scaling colos creating value in the new investment cycle?
Moderator
Stephanie Harris - Chief Correspondent, EMEA, TMT Finance
Speakers
Rob Coupland – CEO, Pulsant
Iván Paja – CFO, Nabiax
Christoph Steffens - CFO, maincubes
Natalia Akst - Managing Director, Macquarie Asset Management
Matt Thompson - Principal, I Squared Capital
- How are platforms balancing a customer mix of enterprise, cloud, hyperscale and AI workloads?
- What operational and service-layer differentiations are driving premium valuations?
- What financing options are available as demand decentralises beyond FLAP-D and into secondary metros?
- How are investors underwriting demand risk and customer churn?
13:15-14:15
Ask the Editors: Subscriber Lounge Drop-In
Stop by the Subscriber Lounge for a casual, drop-in Q&A with our editors. Bring your questions, curiosities, or just pop in to chat - no agenda, just a relaxed chance to connect, learn, and get behind-the-scenes insights.
Not currently a subscriber but want to attend? Please contact john.chambers@tmtfinance.com
Maisie Clarke – Editor, Head of Financing Coverage, TMT Finance
Stephanie Harris – Chief Correspondent, EMEA, TMT Finance
Clara Oliver-Amorim – Senior Reporter, Debt, TMT Finance
Marta Colombo – EMEA Senior Reporter, TMT Finance
14:15-14:55
Financing Leaders Panel: Are new funding dynamics ushering in the next digital infrastructure paradigm?
Moderator
Pete Coulton - Partner and Head of European Banking, Skadden
Speakers
Abhishek Dhacholia - Managing Director | Head of Telecoms & Digital Infrastructure, UBS
Gulfraz Qayyum - Managing Director, Head of Communications Banking, Capital Markets and Advisory, EMEA, Citi
Jeroen Kleinjan – UK Head of TMT & Healthcare Sector Coverage, ING
- How are cost of capital trends shifting across digital infra sub-sectors?
- What new financing structures are emerging in response to market volatility?
- How is private credit and the USPP market altering capital structure norms?
- What is the outlook for refinancing risk across towers, fibre and datacentres?
14:55-15:35
Closing Panel: EMEA 2030 outlook - who will be writing the big tickets, and for which asset classes?
Moderator
Marta Colombo - EMEA Senior Reporter, TMT Finance
Speakers
Achille Del Pizzo - Managing Director, Telecom & Digital Infrastructure, Guggenheim Partners
Simon Rozas - Head of European Digital Infrastructure, CVC | DIF
Alex Evans - Head of TMT, EMEA, Barclays
- Will strategic capital dominate the funding landscape through to 2030?
- Which asset classes are positioned to attract the most capital?
- How will cross-asset strategies shape future investment trends?
- How are sovereign wealth and pension funds shifting to accommodate AI-driven demand in data, power and connectivity?
15:35-15:45
Conference Close: Key Insights & Market Direction
A summary of the most important data points, audience insights and forward-looking themes from TMT Finance EMEA, highlighting what matters most for the digital infrastructure M&A and financing community as the market moves forward.
Speaker
Ben Nice - Chief Content Officer, TMT Finance
A summary of the most important data points, audience insights and forward-looking themes from TMT Finance EMEA, highlighting what matters most for the digital infrastructure M&A and financing community as the market moves forward.
18:00-23:00
TMT Finance Awards EMEA 2026
The annual TMT Finance Awards recognise and celebrate excellence in dealmaking and investment within Digital Infrastructure across the EMEA region.
Please note this is a separately ticketed event.
The annual TMT Finance Awards recognise and celebrate excellence in dealmaking and investment within Digital Infrastructure across the EMEA region.
Please note this is a separately ticketed event.
