Agenda - 5/5 | Data Centers Private Equity East

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Breakfast & Registration

8:00am - 8:40am

Registration, Breakfast & Exhibits Open

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General Session

8:40am - 9:25am

Measuring Private Equity Risks, The Huge Scale Of The Deals, Risk Management & The Domino Impact Of The AI Bubble Bursting

How much exposure does private equity have?
Mitigating risk in tier 1 markets
Lessons learned from the dotcom bust and fallback strategies if AI inference/training demand fails
Power procurement and longer horizon power risk
Risks associated with hyperscalers and their dependencies
Underwriting obsolescence of physical entities and technology
Risk profiles of neo clouds and other startups
Operational or credit risks causing concern
Owning vs leasing infrastructure
Managing supply chain scaling and associated risks
Revenue requirements for AI companies to cover costs
Profile of data centers that won’t be built and financing challenges
Projected revenue vs spend justification

James Grice - Chair of Akerman’s Data Centers and Digital Infrastructure Practice, Akerman
Varun Sablok - Managing Director, Igneo
Abraham Tieh - Director of National Commercial Property Tax, O'Connor & Associates
Kevin Sanders - Managing Principal, Data Center Strategy, Ramboll

9:25am - 10:10am

Power Reliability, Generation & Bottlenecks: Should You Be Funding Transmission Lines, On Campus Power Or Utility Acquisitions?

Impact of sustainability and ESG
Nuclear power: Hype vs reality and timeline considerations
Backup power options in cybersecurity-exposed environments
Improving reliability and time to power
Building on-site storage and generation
Latest strategy updates on power
Behind-the-meter impacts on value
Rewards for flexible energy platforms with diverse generation sources
Energy and market returns
Opportunities for capital deployment in grid modernization and private interconnection solutions
Politics and impact of "bring your own power"

Cynthia Thompson - Co-Founder, Executive Chair & Chief Corporate Development Officer, CloudBurst Data Centers
Michael Felman - President & CEO, MSF Capital Advisors

10:10am - 10:55am

Large, Senior PE Players Plenary: Behind The Black Box That Drives Your Hyperscale Investment Decisions

Managing risk in hyperscale investments
Capital structure preferences
Optimizing capital: Financing power and IT infrastructure separately from facilities
Partner selection criteria
Dedicated vs general fund strategies
Debt vs equity and exit strategies
Timing mismatches between construction timelines and fund lifecycles
Capital stack innovations for power and compute
Diversifying into and financing the power equation

11:35am - 12:20pm

Alternative Strategies For Small/Mid-Sized Check Writers: New Construction; Conversion, Acquisitions & Retrofits+

Valuing smaller sites on a per MW basis vs $/acre
Sale/leaseback strategies
Opportunities in multi-tenant, bitcoin mining, colocation, neo cloud, modular, and edge
Co-investment and joint venture options
Criteria for converting buildings to data centers
Spend, time frame, and ROI for retrofits
Edge considerations
Securing financing for projects

Hunter Newby - Owner, Newby Ventures
Jeffrey Moerdler - Member, Haynes & Boone
Mike Reynolds - Managing Director and Head, Palisade Infrastructure, Americas
Peter Lewis - Chairman, Founder, Wharton Equity

12:20pm - 1:05pm

Data Center Debt Innovations: Private Credit, ABS/CMBS, Bank & Construction Loans And Corporate Bonds?

Capital access and appetite: Current lender deployment and structures gaining traction
ESG capital sources in the capital stack
SPVs and off-balance sheet structures
Underwriting power delivery predictability, technology obsolescence, and credit risks
Adapting structures for delayed construction timelines
Debt pricing evolution relative to end-user cost of capital and margin drivers
Structuring multi-phase products
Underwriting power availability
Buy-back options and time frames
Evaluating bond market depth
Emerging structural developments and tapping untapped capital

Tom Galli - Partner, Duane Morris
Syed U. Ahmed - Managing Director, Apterra Infrastructure Capital LLC
Will Dionisio - SVP & Portfolio Manager, PIMCO
Ariana Batori - Principal, Stonepeak Credit

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Lunch

1:05pm - 2:05pm

Lucheon

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General Session

2:05pm - 2:50pm

Site Selection: The Best Location Vs Nimby & Power Constraints

Re-lease potential of different markets
Power procurement in various markets
Long-term value considerations for sites
Evaluating the metro NYC data center market
Local labor availability
Permitting and regulatory risk increases
Latency and edge factors
Adaptive reuse opportunities
Availability of land for campuses and powered land acquisitions
Friendliest areas for development

Anita Verma-Lallian - Founder & CEO, Arizona Land Consulting
John Malone PhD - Principal, AVAIO Digital Partners

2:50pm - 3:35pm

Private Equity Equity: Identifying The Key Criteria For Your Data Center Investments In An Era Of Bring Your Own Power

Single vs multi-tenant; hyperscale vs enterprise; powered shell vs modified gross; BTS vs speculative; partially leased vs stabilized
Equity, debt, and hybrid structures: Profiles for each
Regional power availability, fiber connectivity, and regulatory/NIMBY impacts on site selection
Creative equity strategies
Sustainability and ESG pressures from investors
Beyond traditional valuation metrics
Managing phased development strategies and grid delays
Exit strategies and their impact on equity strategy and underwriting

3:35pm - 3:50pm

Refreshments

3:50pm - 4:35pm

The Data Center Industry Future: Technology, Power, Government & The Kind Of Opportunities That Will Be Created

4:35pm - 5:00pm

Long Duration Players: Family Office, Sovereign Investors, Insurance Company & Pension Capital Plenary

Anchors, partnering, or investing in funds
Buying large debt packages and securitized investments
ESG-focused capital
Direct vs dedicated data center funds vs general funds
Joint venture and co-investment terms
Check sizes for the sector
Exit options and strategies
Direct ownership vs platforms
Tax considerations
Governance and control rights

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Networking Reception

5:00pm - 6:00pm

Networking Reception

5/5Tuesday, May 5, 2026 - EST