5/04Monday, May 4, 2026 - EST

Showing 1 of 1 Streams

Exhibitor Set-Up

7:00am - 8:00am

Exhibitor Setup

Showing 1 of 1 Streams

Breakfast & Registration

8:00am - 8:45am

Registration, Breakfast & Exhibits Open

Showing 1 of 1 Streams

General Session

8:45am - 9:30am

The Data Center Energy Infrastructure Confluence… Macroeconomic & Demand Drivers

Data center electricity numbers: Are the predictions accurate and investible?
Cutting into margins… Update on the energy component supply chain, interconnection delays and queue reform
Is there an AI power bubble? First, is there an AI bubble?
How resilient is data center power to the ups and downs of an economy?
“Traditional funding sources are inadequate to meet future investment needs:” Is there enough private equity and debt to jump in?
Short-term fixes and long-term planning: Balancing bridge solutions with scalable energy platforms
How much dry powder is out there?
Interest rate sensitivity and capital costs impact
The latest, deals, structures and implications
How will bring your own change the market?

Mark McComiskey - Partner, Avaio Capital
Chea Hart - Principal, DigitalBridge
John Chesser - CEO, Quantica Infrastructure

9:30am - 10:15am

A Trip Around The Data Center Power Sub-Asset Types & Where You Should Be Investing

External market mapping and investment targeting
Regional and asset-specific preferences
Sub-markets: backup power, microgrids, interconnection, clean energy PPAs
Investor lens: market selection, competitive dynamics, and deal flow
Risks and risk management: White and black swan risk
Where is the future growth and relative value?

Bill Mazzetti - Senior Vice President, Rosendin
Irtiaz Ahmad - President, Sienyx Holdings

10:15am - 11:00am

Refreshments

Showing 1 of 1 Streams

General Session

11:00am - 11:45am

Government Policy, Incentives & Regulatory Risk In An Environment Of Bringing Your Own Power

FERC & ISO grid streamlining update
Land-use complexities
Financing the nuclear industry
Addressing the industry challenges and path forward
The latest local government regulations and incentives to be aware of
Regulatory approvals for stakes and takeovers
How should we be thinking about carbon reporting and ESG disclosure mandates?
NEPA reform and is the federal government really solving permitting bottlenecks

Sophie Karp - MD, Senior Equity Research Analyst, KeyBanc
Steven Shparber - Member / Co-Chair, Digital Infrastructure Practice, Mintz
Bill Mazzetti - Senior Vice President, Rosendin

11:45am - 12:30pm

Valuing Data Center Power Assets & What Is Driving Premiums In Today’s Market

How is marketing thinking about behind the meter vs. PPAs’?
EBITDA and other numbers out there
As interconnection queues grow how will valuation grow?
Pricing risk for different sub-industries and markets
Counterparty strength and credit risk
Recent transactions and valuation premiums
Potential exits and valuation models

Usman Arshad - VP of Finance, HostDime
John DiMarco - Managing Director, Igneo Infrastructure Partners
Karlton Holston - Executive Vice President, Data Centers, Landmark Dividend
Alex Kang - Vice President of Acquisitions, Legacy Investing LLC
Jerry Tang - Founding Partner, VCV Digital

Showing 1 of 1 Streams

Lunch

12:30pm - 1:45pm

Luncheon: Main Dining Room

Showing 1 of 1 Streams

General Session

1:45pm - 2:30pm

Fueling The Future Of Data Center Power: Underwriting & Managing Those Risks

Chips, power and future demand
Nuclear energy: Is the comeback for real?
Future power needs as an industry and capacity planning
Energy future proofing strategies
Modeling load growth
Technology risk & asset obsolescence
And if the Democrats return to power
Pricing in the risk of delayed energization, curtailment, or lack of transmission access
Building in financial optionality to manage long-duration risk
Underwriting multiple exit paths and protecting against future yield compression or demand softening
Managing energy price spikes
How will the future look if you need to generate your own power

Logan Goldie-Scot - VP of Research & Impact, Generate Capital
Phil Lookado - Partner, Haynes & Boone
Sharin Valia - Managing Director of Capital Markets, King Street
Mehdi Khalili - Portfolio Manager, L&G
Sarah OMalley - Managing Director, Energy Infrastructure Credit, Nuveen

2:30pm - 3:15pm

The Large Fund/Equity Investor Power Financier Plenary As Bringing Your Own Supply Changes Everything

How do you view standalone vs. bundled assets on pricing, structuring, control and exit?
Growing your data center portfolio: Which sectors are you building companies?
Platform vs. asset-level investment strategy
What are your favorite verticals?
Return expectations, hold periods and geography favorites of different investment categories
Co-investments and joint ventures
What are your investors thinking about? ESG and return plenary
Exit strategy and liquidity planning

Mark Liu - Principal, I Squared Capital Advisors LLC

3:15pm - 3:30pm

Refreshments

3:30pm - 3:35pm

Early-Stage Equity, Growth & Venture Capital: Where Is The Capital Flowing?

Who is doing what? In which sectors are you seeing deals?
ESG and government linked-funding
Late vs. early stage vs PE
Capital stack evolution across stages
What late-stage investors and strategics are looking for — and how early-stage investors are positioning for liquidity
How macro conditions like rates, LP appetite and tech cycles are affecting early-stage fundraising and growth equity pricing

Sue Xu - General Partner, Amino Capital
Mike Gray - Principal, Remarkable Ventures

3:35pm - 4:20pm

The Debt & Equity Capital Stack

Stargate, other mega deals and how they are financing the power stack
Working with firms who don’t want to give up their equity
How is your underwriting changing?
Private credit vs. infrastructure players
Using preferred equity, convertible debt, mezzanine, and tax equity to unlock flexibility and returns
How changing interest rates, covenant structures, and lender appetite are reshaping deal terms
How tax credit rules are influencing stack design and investor participation
How platforms are planning for future liquidity events
Comparing return expectations, hold periods, and risk tolerance between infra funds and private credit players

Eric Wittleder - Managing Director - Infrastructure, Brookfield
Justin DeAngelis - Partner, Denham Capital
Stuart Murray - Managing Director | Infrastructure Debt, BlackRock

Showing 1 of 1 Streams

Networking Reception

4:20pm - 5:20pm

Networking Reception