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Agenda - Day 1

09:35-10:15

Digital Infra Leaders: How consolidation and capital rotation is restructuring the sector's value equation

  • Which digital infra sectors are outperforming on value creation and yields?
  • How are valuation resets reshaping investor expectations?
  • How are operators and investors adapting strategies as capital becomes more selective?

  • Moderator

    Andrew Kenning
    Partner
    A&O Shearman

  • Speaker

    Andrew Kenning
    Partner
    A&O Shearman

  • Speaker

    Jim Ryan
    Chief Strategy Officer
    Liberty Global

  • Speaker

    William Lindström
    Managing Director
    EQT

  • Speaker

    Patrik Czornik
    Managing Director, Head of EMEA Telecoms
    J.P. Morgan

  • Speaker

    Bruno Candès
    Partner
    InfraVia

  • Speaker

    Nicolò Zanotto
    Managing Director, Head of Digital Infrastructure Europe
    Stonepeak