Day One - 10/28Tuesday, October 28, 2025 - PST

Showing 1 of 1 Streams

Breakfast & Registration

8:00am - 8:30am

Breakfast & Registration

Showing 1 of 1 Streams

General Session

8:30am - 9:15am

Economy/Demand Drivers: Can The Challenging Global Economic Environment Deter The Hockey Stick Growth?

If AI & Power Are #1 & #2 What Else Is On Top Of The List?
Supply chain bottleneck and infrastructure constraints
Impact of the ending of remote work and DOGE? Will other demand drivers make up for the negatives?
AI and compute demand vs. The fallout of deep seek, 9 months later
The power supply arms race: At what point do data centers get kicked off the grid?
The big beautiful bill and renewables and how are the politics and NIMBY looking?
How big is big? How big is big in 10 years?
How much are costs going up?
Different sub-markets and data center markets going forward
Will the strong pre-leasing continue?
Investment and M&A trends

Geraldine Barlow - Managing Director and Head of Infrastructure, Affinius Capital
Hamish Kidd - Managing Director - Investments, Infrastructure, Brookfield
Kevin Imboden - Global Director, Market Research & Intelligence, EdgeConneX
Jeff Moerdler - Member, Mintz
Dash Pinger - Market Intelligence Lead, Rosendin

Showing 1 of 1 Streams

General Session

9:15am - 10:00am

Senior PE Financier/User Corporate Strategy Plenary: Navigating Capital Markets To Finance Your Long-Term Vision (non-moderator slots PE supplier only)

Comparing different models, markets, exits, de-risking strategies and market position
Geographic focus: Tier 1 locations versus emerging markets? What about alternative power-independent sites?
Investment preference: Chasing hyperscale giants or focusing on mid-sized 10-20MW facilities or the reliable enterprise colocation segment?
Strategic approaches: Full platform acquisitions vs. joint ventures vs. standalone investments
Capital allocation, capital stack and structure
Critical factors for market dominance and competitive advantage
What was the last disagreement with your financing partners? How was it resolved?
Land vs. powered land vs. powered shell vs. turnkey: Which strategy are you pursuing?
Your equity investors as more and 4x the funds focus on this area
Getting involved in facilities that would like to expand vs tackling growth of new AI-specific construction
PE players: To what extent does your team engage in operational management details?

Matt Pfile - Founder & CEO, Crane Data Centers
Stuart Murray - Managing Director | Infrastructure Debt, BlackRock
Sapna Sirohi - Managing Director - Infrastructure Investing, Goldman Sachs
Varun Sablok - Managing Director, Igneo
Jerry Tang - Founding Partner, VCV Digital

Showing 1 of 1 Streams

Networking Break

10:00am - 10:45am

Refreshments

Showing 2 of 2 Streams

Track A

Track B

10:45am - 11:30am

Critical Lease Structures, End User Control & Operational Insights for Data Center PE Portfolio Owners

Is your lease financeable, and if financeable does it contain terms that adversely affect your interest?
Yield on cost/powered shell deals: What’s appropriate to be included in costs?
Purchase options and tenant transfers: When can they be exercised and at what price?
Landlord guaranties: what’s being guaranteed and what is the necessary credit for that landlord guarantor?
Powered shell vs. turnkey landlord vs. NNN leases and their cap X and operational responsibility
Force majeure: SLAs, equipment and power procurement delays
In colocation leases are you seeing any free rent?
Service level agreements vs. controlling things out of control
New, untraditional tenants like GPU, high-performance computing and quantum computing as a service, AI model training specialists and edge infrastructure providers
New technical, infrastructure, operational, risk management and compliance factors to consider in this market

Ilisa Miller - Founder & CEO, imiller
Sonia Hingorany - Head of Data Center Position Optimization, Microsoft
John Chesser - CEO, Quantica Infrastructures
Haynes Strader - Chief Development Officer, Skybox Datacenters

10:45am - 11:30am

Looking Out The Window… The California Data Center Market* (Small Group Meeting Format)

500 MW projects: How are they being handled from a power perspective?
What would you look to happen in the California markets to increase your new data center builds in California?
What are some local markets you are looking at that would be a California substitute?
Best ways to limit local development costs and NIMBY opposition when doing business locally
PGE’s proposed electric rule 30 and other legislative updates
The latest power demand growth predictions

John DeLacio - Principal, AVAIO Digital Partners
Ali Harandi - SVP - Investment Officer, Prologis

Showing 2 of 2 Streams

Track A

Track B

11:30am - 12:15pm

Key Valuation Metrics & Benchmarks For The Individual Property, Company & Deal

What are your favorite valuation metrics, asset-specific factors and market-driven valuation elements?
Do you expect multiples to remain high?
Valuing properties that are future proofed for higher density servers and other critical developments
Colo vs. hyperscale
Lease term and lessee evaluation
Impact of rising cost of insurance
Does sustainability impact valuation?
How are all the mega data centers impacting smaller centers’ valuation?
JV vs. property vs. company valuation
Where will value be in ’26?

John Day - Chief Commercial Officer, CleanArc Data Centers
Chris Moon - Managing Director, Digital Bridge
Usman Arshad - VP of Finance, HostDime
Brett Strohlein - Mission Critical Market & Preconstruction Lead, Rosedin

11:30am - 12:15pm

Hyperscale Deep Dive: Will The Demand & Market Growth Continue? (Small Group Meeting Format)

What is the growth of this part of the market? Financial strength? New money coming in?
AI-Driven demand factors and technological evolution
Hyperscale as your sole tenant: How are you managing risk?
Capital expenditure trends: Are you looking to self-build?
What is your power strategy?
Using PE: Strategic partnerships and the rest of the capital stack
What is your exit strategy?
Consolidation trends and the M&A landscape
Mega campus strategy
If I had a billion dollars…

Curt Owen - SVP Development, Affinius Capital
Derek Chang - Founding Partner, Stratus Data LLC

Showing 2 of 2 Streams

Track A

Track B

12:15pm - 1:00pm

Power Generation: Build vs. Buy, Behind the Meter Power Generation + Power Procurement Strategies

Getting a major utility to help back your off-the-grid project… Anatomy of a strategic alliance, partnership or joint venture between data center operators and electric utilities
When is on campus the best choice? Which BYOP strategies are you favoring, is it a bridge/backup or prime/permanent approach?
Evaluating your mix of generators, batteries and renewable sources for more than just warming coffee pots: What should be the mix? Clean energy practicality and dissecting the greenwashing
What are your options if you can’t get adequate power delivered before tenant termination rights come up? Can force majeure apply?
Looking at Tier 1 market challenges
Examining local power market changes
Powering AI vs. traditional data centers
Grid/off-grid combination approaches
Integrating load management: How far can software or other optimization techniques get you?
Nuclear power beyond the 3-mile hype
Timeline for getting transformers and substations

John Malone - Principal, AVAIO Digital Partners
Suhrid Mantravadi - Partner, Grey-Rock
Erik Brumbaugh - Sr. Business Development Manager, INNIO Group
Lee Ye - VP, Data Center Power Procurement, Prologis

12:15pm - 1:00pm

Building Smarter: Reducing Construction Risk While Assembling AI-Ready, Powered Land for Edge Development (Small Group Meeting Format)

The keys to securing power, entitlements, local regulations & other site prep
How are land prices looking? How about all-in construction prices of shell vs. turnkey and on-site vs. prefab?
How long is entitlement in major markets taking? Other pre-development work?
Are you spec building? Key to making it succeed
How are you finding power? What kind of timing buffer are you building in? Going off-the-grid vs. procuring off-site and rightsizing power potential
Powered land assemblages: What kind of cost and time frame?
Financing the prep work and developments for different data center strategies
The coolest cooling and latest in rack design
AI & best practice strategies to more effectively design, build, reduce timelines, improve procurement and manage material costs

Michael Johnston - Partner, Acquisitions & Asset Management, Menlo Equities
Tejo Pydipati - SVP, Design & Construction, Stream Data Centers

Showing 1 of 1 Streams

Lunch

1:00pm - 2:00pm

Lunch

Optional Luncheon Roundtable (AI; Power; Leasing; Land Development/Construction; Financing) please sign up at Registration

Showing 1 of 1 Streams

General Session

2:00pm - 2:45pm

Is There Enough Debt? … Assessing The Debt Markets As Interest Rates Remain Uncertain

Financing shovel ready vs. construction projects
How do debt providers underwrite the higher costs?
Where do good assets go to finance?
Comparing debt from real estate vs. infrastructure funds
Credit rating and debt service ratio implications of debt
Comparing terms of construction to perm vs. stabilized assets vs. refinancing in different markets for hyperscale vs. edge opportunities
When to hedge
Is the ABS market maxed out? How are the alternatives looking?
Looking at the sale leaseback market
Debt or equity or pref: Where is the value today for the investor vs. owner?

Abbe Borok - Managing Director, Head of US Debt, Bental Kennedy / Green Oak
Eric Wittleder - Managing Director - Infrastructure, Brookfield
Sharin Valia - Managing Director of Capital Markets, King Street
Ariana Batori - Principal, Stonepeak Credit

Showing 1 of 1 Streams

General Session

2:45pm - 3:15pm

Cloud Centers Case Study

Showing 1 of 1 Streams

General Session

3:15pm - 4:00pm

Together, Forever And Never Apart: How Tied Together Are AI Demand And Data Center Investments

Risk management and what are the risks of investing in a large AI data center in a tertiary market compared to a primary market? Remember the dot.com bust… How are you protecting yourself against the AI market cratering and market saturation?
The latest end user requirements for AI-driven data centers
Will data center clusters be the dominant force shaping campuses?
Financing, valuing and structuring the AI data center vs. others
Capital deployment timelines
Deep seek update, AI inference computing and Chip SAS: How are they changing the data center industry? How is the rest of the AI market evolving and how will that be impacting all facets of the industry?

John Day - Chief Commercial Officer, CleanArc Data Centers
Michael Ortiz - Chief Commercial Officer, Innova Cloud Data Centers
Charles Pensig - Founding Partner, Stratus Data LLC
Joel Ogren - CEO, Assured Communications

Showing 1 of 1 Streams

Networking Break

Showing 1 of 1 Streams

General Session

4:15pm - 5:00pm

Going Up & Down The Equity Part Of The Capital Stack: Finance, Exit & Structure

Joint venture vs. straight equity vs. pref equity waterfalls, promotes and other terms
What kind of exits exist for data centers and where do you see this market evolving the most?
Does location matter and how do you assess the energy needs and requirements before making an investment?
Single tenant user or multi-tenant co-location: Is there a difference in cap rates or how they are financed?
Land and construction financing vs. stabilized acquisition
How is oversea equity looking in this political climate? How about pension and other LP monies? • Considering the tenant and building spec
Equity requirements for built-to-suit vs. spec vs. stabilized vs. retrofits
Risk-adjusted return expectations across different data center asset classes

Chea Hart - Principal, Digital Bridge
Syed U. Ahmed - Managing Director, Apterra Infrastructure Capital LLC
Neil Sherlock - Senior Vice President, Finance, CleanArc Data Centers
Daniel English - Managing Partner, Legacy Investing, LLC
Scott Jacobs - VP, Acquisitions, StratCap

Showing 1 of 1 Streams

General Session

5:00pm - 5:45pm

The Future Is Now: Picking Markets & Designing Your Data Center While Preparing For Disruptions & Risks (Small Group Meeting Format)

Cool cooling, Chips as a service and AI infrastructure advances including clusters that are going to change the market… How are these developments impacting how and where you are building?
US-China dynamics, export controls, and foreign power generation issues that US hyperscalers and investors should be thinking about
Building your next data center: What are the key factors to decide what will be important 5 years from now?
The Return of the Jedi vs. and the return of 3 Mile Island: Where are we with nuclear power for data centers?
Should you be preparing for quantum computing?
Tier 3 markets and personnel… Are we going to be remoting in?
Sustainability: A key to getting past the NIMBY crowd?
How big can we get? How much supply is too much supply?
BYOP, energy contracting and future efficiencies
Federal and state regulations that will impact the most
Regional power dynamics, emerging hubs and which tier two markets are going to perform #1?

Daniel Silverberg - Managing Director, Capstone
Ken Moreano - Co-Founder, CEO & President, Scott Data Center

Showing 1 of 1 Streams

Cocktail Networking Reception

5:45pm - 6:45pm

Cocktail Networking Reception

Day One - 10/28Tuesday, October 28, 2025 - PST

Get the latest event updates