Investor Forum

As part of our ongoing efforts to create unparalleled experiences for our valued community, we are hosting this exclusive Investor Forum during Data Center World. This is a high-level, invitation-only gathering of prominent leaders and investors. If you're interested in participating in this unique event, please indicate your interest in the pass purchase process. You will be contacted if you qualify to attend.

Keynote Session: Shaping the Future of Digital Infrastructure Investments

Kick off the Investor Forum with a visionary discussion on the evolving landscape of digital infrastructure investments. Discover how trends in AI, energy, and consolidation are reshaping the data center industry and what investors must prioritize to maximize returns in this dynamic ecosystem.

Key Takeaways:

1. Understand macro trends driving digital infrastructure growth.

2. Learn how AI and sustainability are redefining investment strategies.

3. Explore the opportunities in emerging markets and technologies.

4. Gain insights from C-level leaders on navigating risks and seizing opportunities. 

Session 1: Crafting Exit Strategies and Managing Investment Timelines 

This session focuses on developing effective exit strategies tailored to investment size and understanding realistic timelines for return. Attendees will gain insights into traditional vs. long-term investment horizons and best practices for achieving desired outcomes.

Key Takeaways:

1. Recognize the importance of exit strategies for varying investment scales.

2. Understand timeline expectations for private equity vs. large-scale investments.

3. Learn to align exit plans with market dynamics and investor goals.

4. Explore case studies on successful exit strategies in data center investments.

Session 2: Finding Your Market Entry Point 

Discover how investment levels shape opportunities in data center markets, taking into account the nuances associated with data center types, operations, use cases, economics, and realistic timelines for construction, deployment, and investment horizons. This session provides a comprehensive roadmap to determine the best entry points based on available capital, offering actionable insights for investments ranging from under $10M to $100M+.

Key Takeaways:

1. Identify ideal market entry points based on capital size and investment horizons.

2. Explore opportunities across software, infrastructure, and hyperscale markets.

3. Learn to evaluate ROI potential for different data center types and use cases.

4. Understand the risks, rewards, and economic realities of varying investment levels.

5. Gain insights into the timelines and operational considerations tied to construction and deployment.

Session 3: Consolidation Trends and Leadership for Scalability 

Examine how M&A activity and leadership challenges shape the data center market. This session explores consolidation strategies and leadership resources required to scale operations amid AI-driven growth.

Key Takeaways:

1. Understand regional and global consolidation trends in data centers.

2. Learn strategies for efficient scaling through leadership and resources.

3. Explore the impact of AI on operational scalability and talent needs.

4. Gain insights into M&A opportunities for creating market efficiencies.

Session 4: Cybersecurity, Operational and Other Risks in Data Centers

Dive into the critical topic of cybersecurity and operational risks affecting hyperscalers and smaller data centers alike. This session covers detection, diagnosis, and mitigation strategies, with implications for insurance and investment security. 

Key Takeaways:

1. Recognize cybersecurity threats to operational technology in data centers.

2. Learn best practices for threat detection and resolution.

3. Understand insurance implications tied to operational risks.

4. Explore tools and strategies for safeguarding investments.

Session 5: Beyond Hyperscale: Emerging Investment Opportunities

Identify high-impact investment opportunities in emerging markets and non-traditional segments, including software, logistics, energy infrastructure, and innovative hybrid power solutions. This session delves into the Vendor and Client Ecosystem associated with data centers, highlights the biggest pain points in data center deployments—past, present, and future—and explores the companies poised to mitigate those challenges. Gain insights into untapped markets, the competitive landscape, and actionable strategies for successful entry.

Key Takeaways:

1. Explore untapped opportunities in software, logistics, hardware, and hybrid power solutions.

2. Learn about the Vendor and Client Ecosystem within the data center landscape.

3. Understand historical, current, and future pain points of data center deployments and strategies to address them.

4. Identify companies leading efforts to mitigate deployment challenges and assess the competitive landscape.

5. Strategize entry into emerging markets at various investment levels, leveraging insights into growth dynamics in developing regions and sectors.

6. Identifying bubbles in the data center industry and planning around them.