Day One: 11/10 - GMT
Joint ventures vs. equity types: Key differences in waterfalls, promotes, and deal terms in Europe
Current trends and a future outlook for exit strategies
Assessing power, renewables, and grid readiness before investing
Cap rates and financing: Single vs. multi-tenant colocation facilities
Land buys, construction loans, and stabilized asset deals in major EU markets
How are foreign equity and EU pension funds investing in data centers?
Equity needs for build-to-suit, speculative, stabilized, and retrofit projects
Performance benchmarks and return expectations by asset type and region
- Lorenzo Marchioni - European Real Assets Investments, Aksia
- Natalia Tsitoura - Partner, Capital Solutions & Head of Europe Origination, Apollo
- James Lapushner - CIO, Anacott Capital
- Lena Hosbach - Investment Manager, Schroders Capital
- Robert Björk - Investment Manager, Areim
If AI & Power are #1 & #2, what else is on top of the list?
Supply chain bottlenecks and infrastructure constraints across European markets
Exploring the impact of hybrid working models and digital transformation
The European Perspective: AI and Compute Demand vs. The Deep Seek Fallout
How Are European data centres navigating grid constraints and sustainability requirements?
Navigating regulatory landscapes across different jurisdictions
Current capacity vs. 10-year growth forecasts
Cost inflation analysis: Construction, power, and operational expenditures
Comparing tier 1 and emerging European data Centre markets
Investment and M&A trends: European capital flows and cross-border transactions
- Morgan Borer - Founder, Blair Reputation Management
- Jamaria Kong - Managing Director, TowerBrook Capital Partners
- Gyula Torzsok - Portfolio Director, Thames Estuary Growth Board
- Leigh Hazelton - Principal, Infrastructure & Real Assets, Hamilton Lane
- Elie Nammar - Senior Director, Vauban Infrastructure Partners
This exclusive keynote interview with James Halstead from BlackRock and Thor Johnsen from Digital Gravity Infrastructure Partners will explore BlackRock's groundbreaking £500 million investment in UK data centers through their newly launched Gravity Edge platform, a joint venture with Digital Gravity Infrastructure Partners. The discussion will delve into how this strategic partnership plans to acquire, modernize, and expand enterprise data centers across key UK locations to meet the explosive demand for AI and high-density compute capabilities.
- Steven Bryan - Partner, DLA Piper UK LLP
- James Halstead - Managing Director, CIO European Value Add Real Estate, BlackRock
- Thor Johnsen - Managing Partner, Digital Gravity Infrastructure Partners (DGP)
Managing thermal loads: Innovations in liquid and immersion cooling for high-density racks
Monetizing waste heat: Turning excess energy into revenue or community benefit
UPS and battery storage: Enabling participation in grid services and demand response
Designing for resilience: Integrating energy systems to reduce risk and improve uptime
Value creation through energy-forward design and investor–operator collaboration
EDGE vs. Hyperscale: Integration strategies for different deployment models
Operational efficiency as a driver of investment and competitive advantage
Future-ready infrastructure: Aligning technology choices with long-term energy goals
- Luigi Pettinicchio - CEO, Asper Investment Management
- Atul Roy - Managing Director, Head of Telecoms Infrastructure, Cordiant Capital
- Kevin Sanders - Division Officer, Ramboll
- Helena Fagraeus Lundstrom - CEO, T. Loop
Comparing energy markets: Grid limits vs. renewable access
Key site must-haves vs. nice-to-haves under local planning rules
Land first or wait for power and zoning?
Community engagement and handling local pushback
Weighing FLAP-D costs vs. emerging markets when latency allows
Due diligence: Sustainability rules, flood risk, and power security
- Luv Shah - Co-Founder, Best Star Real Estate Ltd.
Moving beyond EBITDA: Focus on power, land, and development potential
Valuing grid access, renewables, and permits in constrained markets
Structuring JVs between operators, infrastructure funds, and institutional capital
Trends in M&A: Who’s buying and what are they targeting?
Impact of ESG: How sustainability drives valuation premiums
FLAP-D hubs vs. emerging European markets
Pricing in geopolitics, energy security, and regulatory shifts
Future-ready assets: Valuing scalability and AI-readiness
- Reena Patel - Partner, Gowling WLG
- Justin Hildebrandt - Senior Managing Director, Head of Europe, Affinius Capital
- Ekaterina Almasque - Co-Founder and Managing Partner, BlankPage Capital
- GJ Breukink - Principal, StepStone Group
- Laurentiu Prodan - Director, CVC DIF Capital Partners
Where will we see growth in this part of the market?
Understanding the evolving needs of hyperscalers, cloud providers, and enterprise tenants
What is the financial strength? Is new capital coming in?
Exploring AI-Driven demand factors and technological evolution
How are you managing risk with hyperscale as a sole tenant?
Capital expenditure trends: Are you looking to self-build?
What is your power strategy?
Using private equity, strategic partnerships and the rest of the capital stack
What is your exit strategy?
Consolidation trends and the M&A landscape
Do you have a mega campus strategy?
- Jane Ge - Managing Partner, Vectors Capital
- Artur Brandao - Head of Infrastructure Investments, euNetworks
Securing grid access: Navigating capacity constraints and connection delays across Europe
The evolution of corporate PPAs: What investors and operators need to know now
Legal and financial complexities of PPAs, grid agreements, and heat offtake contracts
Managing energy price volatility and policy shifts in long-term planning
The role of renewables, SMRs, and other low-carbon sources in future-proofing power supply
Investor perspectives on grid risk, sustainability mandates, and energy strategy
Aligning power procurement with ESG goals and regulatory compliance
Building scalable partnerships for low-carbon, grid-friendly data centre development
- Neal Kalita - Senior Director, Global Energy Management, NTT Global Data Centers
- Michael Zainer - Business Development Director, INNIO Jenbacher
- Stefano Fissolo - Principal, Ares Management Corporation
- Oliver Ontiveros - Partner, Emerald Development Group Inc.
Exit options: Trade sales, IPOs, recaps, mergers
Impact of macro trends, rates, and hyperscaler demand on timing
Secondary deals: Who’s buying, what’s trading, pricing trends
Legal, tax, and regulatory factors in cross-border exits
Best practices for exit-ready structuring and governance
- Morgan Borer - Founder, Blair Reputation Management
- Ekaterina Almasque - Co-Founder and Managing Partner, BlankPage Capital
Financing strategies: Shovel-ready vs. construction-phase projects
How lenders are pricing risk amid rising costs and rate uncertainty
Where quality assets are securing debt in Europe today
Real estate vs. infrastructure debt: Key differences in approach
Credit ratings and DSCR: Impacts on financing terms
Comparing terms: Construction-to-perm, stabilized, and refinancing across EU markets
When and how to hedge interest rate exposure
ABS market outlook: Is there room to grow, or are alternatives more viable?
Sale-leasebacks: Unlocking capital while retaining control
Debt, equity, or preferred: Where’s the value for investors and owners in today’s market?
- Kashif Khan - Director, Infrastructure & Project Finance, MetLife Investment Management
- Andy Liu - Senior Vice President - Private Credit, Macquarie Asset Management
- Jonathan Fielding - Investment Director, Tikehau Capital
Navigating approval bottlenecks across European jurisdictions
How delays in power and permits affect IRRs and pricing
Structuring deals to handle uncertain timelines
Rising demand for brownfield sites with secured power
How incumbents vs. new entrants tackle approval hurdles
Comparing approval timelines and investor sentiment by country
- Hossein Nouri - Managing Director, Petro Power Construction
Meeting ESG goals: Carbon, water, and green certifications
Aligning with investor-led net-zero targets
Securing green energy: PPAs, on-site, and grid solutions
Tackling intermittency and grid limits in the UK/EU
Cooling innovations and water-saving in dense environments
ESG in investment screening and asset valuation
Avoiding greenwashing and reputational risk
Circularity as a competitive edge in development
- Mrinalini Lhila - Founder & Managing Principal, 360 Capital Advisors
- Michael Youtsos, PhD - Partner, Leon Capital
- Thomas Volder - Program Lead, Net Zero Innovation Hub for Data Centers
- Hossein Nouri - Managing Director, Petro Power Construction
- Cathy Granneman - Manager, GRESB
- Jane Ge - Managing Partner, Vectors Capital
Partnering with PE to scale while retaining control
Brownfield vs. greenfield growth across Europe
Shifting multiples: Power limits, AI demand, market trends
Long-term value beyond typical PE timelines
Balancing returns, customer needs, and community impact
Securing renewables and hitting ESG goals
Planning for IPOs, strategic sales, or secondary buyouts
- Maqbool Mohamed - Managing Director, CITCO
- Misa Andriamihaja - Founder & CEO, Green Ventures Capital
Efforts to cut wait times and fast-track priority projects
Preparing for 9–12 month pre-application timelines
National goals vs. local resistance and impacts on project speed
Managing EU-wide zoning, environmental, and energy rules
Key takeaways from the UK’s Planning and Infrastructure Bill
ESG criteria in planning approvals
Will data centres gain full recognition as critical infrastructure?
Navigating GDPR, the Data Governance Act, and localization rules
Data sovereignty’s impact on cost, innovation, and market access
What the 2025 EuroStack framework means for strategy and investment
- Devika Shanker-Grandpierre - Managing Partner and Founder, Shanker-Grandpierre Consulting
- Stephen Bradley - New Business Development, JSM Group
- David Kohler - Managing Director, Quest Data Park
How are regional energy costs influencing data centre site selection and investment returns?
Assessing the impact of grid stability on uptime, SLAs, and investor confidence
How PE firms are factoring energy and resiliency into valuation and deal structuring
What tools such as long-term PPAs and hedging are investors using to manage energy cost volatility?
How grid capacity constraints are delaying or reshaping data centre rollout plans
Navigating government incentives and regulations around subsidies, carbon taxes, and energy policy
- Kirby Lam - Director, Blum Equity
- Chris Dravers - VP Commercial, Last Energy
Inferencing and other high-density compute growth drivers
Challenges this presents for data centres – power, cooling, operational complexity, expansion
Data centre strategies for mitigating challenges: flexibility vs specialization
Implications for investors
- Chris Barraclough - CEO, STL Partners
How AI, machine learning, and HPC are reshaping data centre design
Adapting to 30–100kW+ rack densities
Liquid cooling and thermal innovations
How new workloads are reshaping capacity planning, grid strategies, power demand and financing strategies
Securing stable, scalable power for AI clusters
Modular builds, zoned cooling, and AI-optimized layouts
High-density impact on underwriting and asset value
Balancing AI energy use with ESG and regulatory demands
- Chris Barraclough - CEO, STL Partners
- Shanbor Gupta - Principal, Clean Energy Ventures
- Umaima Haider - Senior Lecturer - Computer Science & Digital Technologies, University of East London
- Vladimir Prodanovic - Principal Program Manager, NVIDIA
- Christian Kallenbach - Head of Sales & Marketing, GARBE Data Centers GmbH