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Speakers and Panels
Workloads in Motion: How AI, Cloud and Enterprise IT Are Rewriting Demand
Daniel English
Managing Partner
Legacy Investing
Ray Sidler
Co-Founder & CEO
DataVerge
Fentress Boyse
Member of Mgmt., Private Infrastructure - Americas
Partners Group
John Day
Chief Commercial Officer
CleanArc Data Centers
Phillip Koblence
Co-Founder & COO
NYI
Jeffrey Moerdler
Partner & Chair, Data Center & Digital Infrastructure
Haynes and Boone
Nicholas Malfitano
Director
Titlevest
Right-Sized Deployment: Capital, Risk and Returns from Single Assets to Regional Footprints
Ryan Prinzo
Principal
Snowhawk
Sapna Sirohi
MD, Infrastructure Investing
Goldman Sachs
Michael Felman
President & CEO
MSF Capital Advisors
Aaron Kutner
Regional Head, Mid-Atlantic Acquisitions
MetLife Investment Management
Hunter Newby
CEO
Newby Ventures
Syed Ahmed
Head of Digital Infrastructure
Apterra Infrastructure Capital
Vince Juarez
EVP – Data Center Practice Leader
USI Insurance Services
From Funding to Lease Up: Financing Structures, Construction and Development Trends, Leasing Dynamics
Dave Ferdman
President & Managing Director
Primary Digital Infrastructure
Jason Costa
VP
Stonepeak
Marshall Sorenson
VP
Metromont
Graeme Kavanagh
Partner & CRO
Accelerate Infrastructure Opportunities
Brian Chen
VP
Stewart Title - Energy & Infrastructure
Michael Morris
President
Cresa
Capital Approaches: Boutique, Regional and Platform Strategies
Mehdi Khalili
Investment Manager
Legal & General (L&G)
John Ghirardelli
Executive Director
Morgan Stanley Infrastructure Partners
Kamil Homsi
CEO
GRC Investment Group
Robert Gutman
Managing Principal, Capital Markets
Cresa
Adam Krupp
Managing Director
Wharton Equity Partners
Peter Lewis
Chairman & President
Wharton Equity Partners
David Strauss
Principal
BSP Technical Advisors
Why You Can't Miss DICE Capital Markets
What You’ll Learn:
How AI-driven workloads, cloud migration and enterprise IT strategies change your demand forecasts, market selection decisions and long-term investment theses for data center portfolios.
Ways to use site selection, power procurement and interconnection strategy to manage capital risk around grid bottlenecks, community resistance and permitting uncertainty.
Strategies for structuring upfront diligence on title, entitlements, environmental review and risk allocation so projects meet lender and equity requirements for bankability.
Approaches for using modular, prefabricated and factory-first delivery models to reshape capex, reduce schedule risk and scale capital deployment from single assets to regional programs.
Insights into how capital stacks differ across single-asset, boutique, regional and platform strategies, and how customer mix, market choice and sponsor track record affect leverage, pricing and exit outcomes.
Ways AI, automation and advanced data intelligence in operations can improve opex, resilience and performance in ways that directly influence asset valuation and investment decisions.
Tactics for integrating design, construction and operations so assets are more resilient and future-ready while supporting sustainability targets and long-term growth assumptions in your underwriting.
Methods for strengthening workforce capabilities, delivery processes and partnerships with utilities and technology providers to reduce execution risk, accelerate time-to-revenue and enhance portfolio performance.
How You’ll Do More Business From Attending This Conference:
Win and retain customers by positioning your pipeline, sites and product set where AI and cloud demand support durable, financeable growth.
De-risk deals and compress timelines by applying proven strategies for securing power, advancing entitlements and structuring modular execution in ways capital will back.
Make sharper calls on sites, partners, technologies and capital structures using real-world lessons from recent transactions, RFPs and program rollouts.
Focus your innovation bets on the AI, cooling, construction and automation approaches that are delivering measurable ROI and value uplift in current assets.
Build the relationships that connect you to active deal flow, strategic capital, utility partners and solution providers across the full data center lifecycle.
Who You’ll Network With:
Developers, Owners & Operators — leaders shaping where and how the next wave of capacity gets built, from enterprise facilities to regional AI campuses.
Construction & Design Teams — GCs, architects, engineers and modular specialists executing high-density, prefabricated and fast-track builds under tight power and schedule constraints.
Utility & Infrastructure Partners — grid, power and network stakeholders tackling interconnection queues, on-site generation, and long-term capacity planning for digital infrastructure.
Investors & Financial Partners — lenders, private equity and infrastructure funds underwriting risk, pricing capital and backing both boutique assets and scaled platforms.
Technology & Solution Providers — innovators in AI infrastructure, cooling, automation, monitoring and connectivity enabling higher-density, more efficient operations.technology
Policy, Regulatory & Community Stakeholders — public-sector, ESG and community voices shaping permitting outcomes, incentive structures and expectations around resilience and sustainability.
Relevant News and Developments:
2026 Data Center Forecast: Tighter Capital, Constrained Power, and the Return to Fundamentals
Data center market coming off record year amid demand from AI, more
Data Centers in 2026: Demand, Power Constraints, Capital and the Future
The $3 Trillion AI Data Center Build-Out Becomes All-Consuming for Insurers
Power Ready or Left Behind: Data Center Site Selection in 2026
Why You Should Attend:
This conference is the place for investors, lenders and sponsors who need to price risk and deploy capital in an AI- and cloud-driven build cycle where power, sites and structures are all in flux. Each panel moves a step along the deal chain, from understanding workload-led demand signals and delivery models, to making land truly financeable, to structuring capital across single assets, regional programs and platforms, so every discussion maps directly to underwriting, capital allocation and exit outcomes. You’ll see how peers are recalibrating demand forecasts, managing grid and entitlement risk, using modular execution to protect IRR, and differentiating their strategies in a crowded capital environment. Whether you’re backing, originating or operating data center deals, you’ll leave with clearer investment theses, sharper decision frameworks and relationships that plug you into live transactions and best practices across the full lifecycle of data center capital formation and deployment.
Are you an end user*?
Email adam.knobloch@bisnow.com to be considered for a complimentary pass. *Hyperscaler, colocation provider (non-sales), investor, private equity, or enterprise tenant.
For questions or interests in becoming a speaker or sponsor, please email our global director, data centers, Adam Knobloch, at adam.knobloch@bisnow.com
To request disability-related accommodations, please contact ally.araco@bisnow.com no later than seven business days prior to the event.
Venue
New York Marriott Marquis
1535 Broadway
New York, NY 10036
Ballroom Name / Floor: Astor Ballroom / 7th Floor
Looking to save on your stay?
Save on your stay near the event venue! Enjoy convenience, comfort, and special rates—book now while availability lasts HERE.
Agenda
| Time | Activity |
|---|---|
|
11:30 AM
12:25 PM
|
Registration, Breakfast and Networking
|
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12:25 PM
12:30 PM
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Opening Remarks: Welcome to DICE Capital Markets
|
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12:30 PM
1:10 PM
|
Workloads in Motion: How AI, Cloud and Enterprise IT Are Rewriting Demand
AI labs, cloud platforms and enterprise IT teams are driving a step-change in demand, density and deal structures across the data center landscape, and forcing capital providers and operators to rethink how they underwrite future growth. As workloads shift toward AI training, inference and cloud-native applications, customer expectations around location, redundancy, interconnection and flexibility are evolving faster than most pipelines can keep up. This session brings together operators, capital partners and end users to unpack what is actually showing up in today’s RFPs and renewals—from power profiles and contract terms to campus strategies and regional preferences. How are these demand signals reshaping underwriting, deployment priorities, portfolio strategy and capital allocation, and where do industry leaders expect new requirements and growth to surface over the next 12–24 months? |
|
1:10 PM
1:25 PM
|
Top Ten Data Center Legal and Business Issues for Powered Land, Leases and MSA's That You Should Know About
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1:25 PM
1:45 PM
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Coffee & Networking Break
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1:45 PM
2:25 PM
|
Right-Sized Deployment: Capital, Risk and Returns from Single Assets to Regional Footprints
Today’s market spans everything from bespoke enterprise builds to repeatable colo footprints and mega-campuses serving AI and cloud at scale. Sponsors, developers and builders must tailor design, phasing and delivery models to serve very different customer types while still hitting aggressive timelines, capex budgets and return thresholds.. This conversation explores how teams are standardizing core elements, leveraging modular and prefabricated approaches, and sequencing projects to move smoothly from one-off facilities to multi-building campuses and regional programs. What delivery strategies, contract structures and collaboration models are helping stakeholders balance speed-to-market, resiliency, sustainability, cost and capital efficiency across such a diverse spectrum of project sizes and customer needs? |
|
2:25 PM
3:05 PM
|
From Funding to Lease Up: Financing Structures, Construction and Development Trends, Leasing Dynamics
In a capital- and power-constrained cycle, only truly “ready” sites will attract funding and move quickly from concept to construction. Developers must navigate title defects, easements, rights-of-way, environmental constraints, local approvals and community pushback before a project is viewed as bankable by lenders and equity partners. This panel dives into the front-end work required to turn interesting parcels into financeable, shovel-ready data center sites across a range of deal sizes and market types. What are capital providers insisting on around entitlements, permitting, risk allocation and utility coordination—and how can sponsors structure diligence, partnerships and documentation so projects clear investment committees and stay on schedule? |
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3:05 PM
3:25 PM
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Coffee & Networking Break
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3:25 PM
4:05 PM
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Capital Approaches: Boutique, Regional and Platform Strategies
From single-asset enterprise facilities to regional colo footprints and large-scale platforms, capital is chasing a wide range of data center opportunities, but not all deals are created equal. Investors are weighing customer mix, market selection, development risk, operating track record and scale to determine leverage, pricing, structure and exit pathways. This session convenes lenders and equity providers to compare how they evaluate and underwrite different strategies, including boutique projects, roll-up plays and long-horizon platform bets. Which characteristics are separating funded projects from those left on the drawing board, and how should sponsors position their pipelines, partnerships and capital stacks to secure backing and build durable value across market cycles? |
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4:05 PM
4:35 PM
|
Post‑Event Networking
|
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