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5/04 - EST
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5/04 - EST
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Exhibitor Set-Up
7:00am - 7:45am
Exhibitor Setup
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Breakfast & Registration
7:45am - 8:25am
Registration, Breakfast & Exhibits Open
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General Session
8:25am - 9:10am
The Data Center Energy Infrastructure Confluence… Macroeconomic & Demand Drivers
- Mark McComiskey - Partner, Avaio Capital
- Chea Hart - Principal, DigitalBridge
- Carson Kearl - Lead Analyst, Data Centers & Advanced Energy, Enverus
- Allen Cousins - TBD, Jenbacher North America LLC
- John Chesser - CEO, Quantica Infrastructure
9:10am - 9:55am
A Trip Around The Data Center Power Sub-Asset Types & Where You Should Be Investing
- Fred Bayles - VP, Corporate Development, Cologix
- Michael Ortiz - Chief Commercial Officer, Innova Cloud Data Centers
- Andrew Symons - Managing Director, SDCL
- Irtiaz Ahmad - President, Sienyx Holdings
9:55am - 10:25am
Government Policy, Incentives & Regulatory Risk In An Environment Of Bringing Your Own Power
- Steven Shparber - Member / Co-Chair, Digital Infrastructure Practice, Mintz
- Josh Price - Director-Intelligence & Research, Crux
- Sophie Karp - MD, Senior Equity Research Analyst, KeyBanc
- Irtiaz Ahmad - President, Sienyx Holdings
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Networking Break
10:25am - 11:15am
Refreshments
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General Session
11:15am - 11:40am
How Bring-Your-Own Power Could Impact Data Center Financing And Risk
- Kelly Morgan - Research Director, 451 Research Datacenters at S&P Global, S&P Global
11:40am - 12:25pm
Valuing Data Center Power Assets & What Is Driving Premiums In Today’s Market
- Jerry Tang - Founding Partner, VCV Digital
- 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
12:25pm - 12:55pm
Sector Focus: Core Energy Infrastructure & Generation
- Julian Kaufmann - Executive Vice President, Consolidated Asset Management Services, LLC
- Richard Hallahan - Head of Solutions Engineering, CleanArc Data Centers
- Bill Mazzetti - Senior Vice President, Rosendin
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Lunch
12:55pm - 2:00pm
Luncheon: Main Dining Room
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General Session
2:00pm - 2:45pm
Fueling The Future Of Data Center Power: Underwriting & Managing Those Risks
- 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
2:45pm - 3:30pm
The Large Fund/Equity Investor Power Financier Plenary As Bringing Your Own Supply Changes Everything
- Izzet Bensusan - CEO and Founder, Captona
- Mark Liu - Principal, I Squared Capital Advisors LLC
- Carlos Mendez - Co-Founder, Managing Partner, Crayhill Capital Management
- Arun Varanasi - Principal, Stonepeak
3:30pm - 4:00pm
Sector Focus: Resiliency & Storage Systems
- Yi Jean Chow - Investment Partner, Clean Energy Ventures
- Ali Amirali - Amirali, Lotus Infrastructure Global
4:00pm - 4:15pm
Refreshments
4:15pm - 4:45pm
Early-Stage Equity, Growth & Venture Capital: Where Is The Capital Flowing?
- Maksim Sonin - Fellow, Stanford University’s Precourt Institute for Energy
- Sue Xu - General Partner, Amino Capital
- Mike Gray - Principal, Remarkable Ventures
- Eli Scher - Managing Partner, United Integrity Advisors
4:45pm - 5:30pm
The Debt & Equity Capital Stack
- Whitney Haring-Smith - Managing Partner, Anzu Partners
- Eric Wittleder - Managing Director - Infrastructure, Brookfield
- Justin DeAngelis - Partner, Denham Capital
- Stuart Murray - Managing Director | Infrastructure Debt, BlackRock
- Cynthia Thompson - Co-Founder, Executive Chair & Chief Corporate Development Officer, CloudBurst Data Centers
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Networking Reception
5:30pm - 6:30pm
Networking Reception
6:30pm - 6:35pm
Data Center Power Capital Conference Concludes
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