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Speakers and Panels

Peter Gross

Peter Gross

Managing Partner

PMG Associates

Peter Gross

Managing Partner

PMG Associates

Peter Gross is a technology and energy internationally recognized expert whose career spans over three decades. He is presently the Managing Partner of PMG Associates a consulting and advisory firm. In addition, he sits on several boards of directors and boards of advisors for public, private and not-for- profit companies. Until recently, he was the VP of Mission Critical Systems at Bloom Energy, the premier supplier of Solid Oxide Fuel Cell systems.

Before his Bloom stint, Peter Gross was Vice President and Managing Partner of HP Global Technology Consulting at Hewlett Packard. Prior to HP, he was the co-founder and CEO at EYP Mission Critical Facilities, Inc., a consulting company specialized in strategic technology planning, design and operations support for large-scale data centers. In this position, he has played a pivotal role in the rapid growth of EYP MCF’s business since its founding in 1997, leading to its acquisition by HP in 2008.

Peter is recognized as a thought leader in the mission-critical digital infrastructure domain, has published numerous technical papers in the field, authored several patents and is a frequent speaker at international events. His focus centers on mission-critical facilities, high-reliability design, power quality, energy, and sustainability.

Peter is the recipient of 2010 Data Center Dynamics "Outstanding Contribution to the Industry" award, is a Senior IEEE Member and was one of the contributors to IEEE Standard 3006.7-2013, “Recommended Practice for determining the reliability of 7x24 Power Systems in industrial and commercial facilities”. He also received the 2020 award for Outstanding Contribution to the Digital Infrastructure Community and was inducted in the Infrastructure Masons Hall of Fame.

Capital Market Dynamics:

What is the Current Investment Landscape of the Data Center Industry?

Jim Condon

Jim Condon

President

StratCap, LLC

Robert Gutman

Robert Gutman

Managing Principal, Capital Markets

Cresa

Kanan Joshi

Kanan Joshi

Global Head of Digital Infrastructure

CVC DIF

Robert Kline

Robert Kline

Managing Director, Debt & Structured Finance, SW

Colliers International

Anubhav Raj

Anubhav Raj

CFO

Aligned Data Centers

Kemal Hawa
Moderator

Kemal Hawa

Partner

Kirkland & Ellis

Jim Condon

President

StratCap, LLC

Jim Condon joined StratCap, LLC in 2010 and currently serves as Managing Partner of Strategic Capital Management Holdings, President of Strategic Capital Fund Management LLC, President of Strategic Datasphere, LLC, and President of MainStreet Digital Broadband, LLC. Mr. Condon also serves as Chief Operating Officer of SC Distributors, LLC, and is a Director and board member of Pegasus Digital Mobility Acquisition Company. In his role as President of various entities, Mr. Condon oversees the operations, investment, capital markets, and asset management activities for each company. Mr. Condon is also a member of the investment committees and board of directors for each of Strategic Capital’s sponsored private and public investment programs, including Strategic Wireless Infrastructure Fund I, Strategic Data Center Fund, Strategic Datasphere, MainStreet Digital Broadband, as well as Chairman of the Board for Strategic Wireless Infrastructure Fund II, LLC.

Mr. Condon has over 18 years of experience in investment management within the financial services industry. In his previous position at the Capital Group, American Funds, he was responsible for managing the internal distribution teams for each of the American Funds products. Prior to American Funds, Mr. Condon was Vice-President at Schroder Investment Management, a global investment management firm with over $785 billion of assets, based in New York City, where he was chartered with building the internal distribution team from the ground up. He was instrumental in helping the firm raise over $4 billion in revenue in various separately managed accounts and alternative investments. Mr. Condon also worked for Refco Alternative Investments, the hedge fund division of Refco, where he held an investment analyst position. While at Refco, he was responsible for helping raise/invest over $2.4 billion in assets over a two-and-a-half-year period. Throughout his career, Mr. Condon has worked with REITs, SPAC’s, infrastructure, managed futures, hedge funds, renewable energy, social impact investing, equity and fixed income vehicles and private placements.

Mr. Condon holds an MBA., cum laude, from the University of Notre Dame, a BS in finance from Park School of Business at Ithaca College, and a CIMA from the Wharton School at The University of Pennsylvania.

Kanan Joshi

Global Head of Digital Infrastructure

CVC DIF

Kanan joined CVC DIF (formerly DIF Americas) in 2021 and is based in New York. She is managing the New York office, is co-head for the firm in North America and Global Head of Digital Infrastructure. Kanan was appointed to partner on the 1st of October 2023.

Kanan is recognized within the infrastructure industry as an expert in telecoms, including data centres and fibre.

Prior to joining CVC DIF, she worked at private investment firms Upper Bay and Digital Bridge, where she was part of the team leading data center investments. Prior experience also includes roles at JPMorgan and Deutsche Bank advising companies across North America, LATAM and Asia and execution of high-profile M&A and capital raising transactions. Kanan holds a bachelor’s degree in commerce from the University of Mumbai and an MBA from the University of Chicago

Robert Kline

Managing Director, Debt & Structured Finance, SW

Colliers International

Robert Kline is the managing director of Debt and Structured Finance for the Southwest Region of Colliers, based in the Phoenix office. He specializes in capital and finance efforts for the company across the Southwest and beyond. Robert brings extensive experience in institutional debt, equity, and refinancing and restructuring, which is invaluable to Colliers’ professionals and clients.

His deep product and market knowledge, along with a proven collaborative work style, enable him to be an immediate and significant addition to Colliers’ capital markets capabilities and overall platform. As a demonstrated leader in his field, Robert provides Colliers with the strength of extensive relationships with capital markets and lenders, as well as wisdom and insights about the financial markets.

With over 36 years in the real estate industry, Robert’s career has been spent working in capital markets, both nationally and internationally. He has raised more than $10 billion in capital for commercial real estate development and refinances. In addition, he has handled more than $9 billion in restructurings for builders and developers.

During his career, Robert served at a variety of real estate companies, ranging from Pulte Homes and the Communities of Del Webb to Cushman & Wakefield and Jones Lang LaSalle.

Anubhav Raj

CFO

Aligned Data Centers

Anubhav is an expert in investment banking, IPOs and financial and operational strategy. As the Chief Financial Officer for Aligned, Anubhav is responsible for the company’s financial and operational strategy. He manages the development and monitoring of control systems that preserve company assets, reduce risk and report accurate financial results. Prior to Aligned, Anubhav was the Senior Vice President at TIER REIT overseeing Capital Markets and Finance for the organization.

He was also the Treasurer for CyrusOne overseeing Investor Relations, FP&A, Procurement, M&A and Capital Markets for the organization. While at CyrusOne he helped manage the company’s IPO and numerous other transactions, successfully raising over $3.5B in capital. Prior to CyrusOne he worked as a management consultant within Deloitte’s Strategy and Operations practice, working with clients across the Consumer and Industrial Products, Manufacturing and Healthcare and Life Sciences industries. His primary focus was on corporate growth strategy, M&A and finance transformation, helping foster profitable expansion for clients through an executable strategy.

Kemal Hawa

Moderator

Kirkland & Ellis

Kemal Hawa is a corporate partner in the Washington, D.C., office of Kirkland & Ellis LLP. Kemal represents many of the world’s largest private equity firms, infrastructure funds, real estate investors and lenders across a broad range of transactions in the digital infrastructure sector domestically and internationally, including mergers and acquisitions, investments, financing arrangements, joint ventures and development projects.

Kemal counsels clients in complex transactions across the digital infrastructure and telecommunications, media and technology industries. This includes many of the world’s largest data center operators, telecommunications carriers, tower companies, cloud providers, fiber providers, media companies, submarine cable operators, fintech companies, wireless and international carriers, internet service providers, satellite companies, equipment manufacturers and electric utilities.

In addition to M&A and financing transactions, Kemal represents companies in connection with the full spectrum of digital infrastructure transactions globally, including the negotiation of data center leases and colocation agreements, telecommunications master service agreements, licensing deals and other commercial transactions.

Kemal is a frequent author and speaker on digital infrastructure topics and has consistently been recognized as an industry leading attorney in the sector. In 2023, Kemal was named as one of Capacity Media’s “Power 100” – a list of the 100 most influential people in the digital infrastructure sector globally, and was voted “TMT M&A Lawyer of the Year” by an independent panel of judges organized by TMT Finance.

Debt, Equity, M&A and JV:

In a High Interest Rate Environment, How Will Private Equity Firms Leverage Their Assets?

Justin Glasgow

Justin Glasgow

Senior VP, Debt & Structured Finance

CBRE

Peter Hopper

Peter Hopper

Co-Founder and Managing Director

Primary Digital Infrastructure

Joshua Pang

Joshua Pang

Managing Director & Head of Digital Infrastructure

The Carlyle Group

Nirav Shah

Nirav Shah

Managing Director

EQT Partners

Waldemar Szlezak

Waldemar Szlezak

Partner & Global Head of Digital Infrastructure

KKR

Michael Elias
Moderator

Michael Elias

Senior Equity Research Analyst

Cowen

Justin Glasgow

Senior VP, Debt & Structured Finance

CBRE

Justin Glasgow is a Senior Vice President with CBRE Debt & Structured Finance based in Washington, DC. Justin focuses on arranging senior debt, mezzanine debt, and equity across real estate strategies including development, value-add, core+, and core returns in Data Center transactions. Justin has been working in commercial real estate since 2005 and has expertise in originating, structuring, and negotiating complex real estate transactions including programmatic and asset-level joint ventures and complicated financings. Over the course of his career, Justin has participated in more than $25 billion in volume across the U.S.

In 2021, Justin and his team closed nearly $5 Billion of debt and equity transactions. They have closed over 20 Billion in the last 6 years, representing the largest annual volume ever for CBRE’s Mid-Atlantic Region

Peter Hopper

Co-Founder and Managing Director

Primary Digital Infrastructure

Peter Hopper is a Co-Founder and Managing Director at Primary Digital Infrastructure, an independent data center investment platform. In prior roles, Mr. Hopper was a Managing Director at DigitalBridge Investment Management. Mr. Hopper was responsible for the identification, evaluation, and implementation of growth opportunities for DigitalBridge’s investment management franchise. Prior to joining DigitalBridge, Mr. Hopper was Co-Founder and CEO of DH Capital, a firm specializing in assisting growing businesses in the Internet Infrastructure, Telecom and SaaS industries. Prior to founding DH Capital, Mr. Hopper founded and served as President and CEO of DURO Communications, one of the largest privately held ISP/CLECs in the U.S. Mr. Hopper received a Bachelor of Science from Lehigh University in Pennsylvania.

Joshua Pang

Managing Director & Head of Digital Infrastructure

The Carlyle Group

Joshua Pang is a Managing Director and the Head of Digital Infrastructure for Carlyle Global Infrastructure. He is based in New York.

Prior to joining Carlyle, Mr. Pang served as Managing Director at Blackstone. Throughout his career, he has been investing in and partnering with leading businesses and management teams across digital infrastructure asset classes, including data centers, bandwidth/broadband and mobile infrastructure, and adjacencies such as communications IT, services, and software.

Before Blackstone, Mr. Pang was a Principal in the U.S. Buyouts group at BC Partners, where he primarily focused on telecom. He began his career as an analyst at Blackstone. He received his B.S. in Finance and Financial Accounting from the Stern School of Business at New York University, where he graduated magna cum laude.

Nirav Shah

Managing Director

EQT Partners

Nirav Shah joined EQT Partners in December 2014.

Prior to joining EQT Partners, Nirav worked at the New York office of AMP Capital Investors, an infrastructure private equity firm focusing on investments in the energy, transportation and telecommunications sectors. Previously, Nirav worked as a private equity associate at Access Capital and as an analyst in the restructuring investment banking group at Rothschild, Inc both in New York.

Nirav holds a Bachelor's degree in Business Administration from the University of Michigan's Ross School of Business and graduated with highest distinction.

Waldemar Szlezak

Partner & Global Head of Digital Infrastructure

KKR

Waldemar Szlezak joined KKR in 2019 and is a Partner on the Infrastructure team. Mr. Szlezak leads KKR’s digital infrastructure investments globally. At KKR, Mr. Szlezak is actively involved in a number of investments, including CyrusOne, Global Technical Realty, MetroNet, On*Net Fibra de Chile, On*Net Fibra de Colombia, On*Net Fibra de Peru, Nexo Latam, Hyperoptic and Pinnacle Towers. Prior to joining KKR, he was a Senior Managing Director in the Private Equity group of Soros Fund Management LLC (SFM) where he was responsible for originating, structuring and monitoring the firm’s communications infrastructure and real estate investments. While at SFM, Mr. Szlezak served on the board of directors of euNetworks Group Lmtd., Hyperoptic Ltd (acquired by KKR), Helios Towers Africa Ltd. (LSE: HTWS), TowerCo IV LLC (acquired by Peppertree Capital Management), TowerCo 2013 LLC (acquired by Grain Infrastructure II, L.P.), TowerCo II LLC (acquired by SBA Communications), TowerCo LLC (acquired by SBA Communications), ExteNet Systems Inc. (acquired by Digital Bridge Holdings and Stonepeak Infrastructure Partners), Atlantica Investment Holdings Ltd, GSRP LLC, Guinness Peat Group plc (LSE: GPG), Coats plc (LSE: COA), Diamond Resorts International (NYSE: DRII / acquired by Apollo Global Management Inc.), Quattro Parent LLC, and Salt Creek Hospitality, LLC, and as an advisory board member to Encore Housing Opportunity Fund, L.P and GP Invitation Fund I. Prior to SFM, Mr. Szlezak served as an associate at Soros Private Equity Investors / TowerBrook Capital Partners and prior to that, in the mergers & acquisition investment banking group at Credit Suisse First Boston where he was involved with a number of mergers, acquisitions, restructurings, and general corporate advisory transactions. Mr. Szlezak holds a B.S. in Operations Research from Columbia University in New York and a B.A. in Mathematics from Knox College in Galesburg.

Michael Elias

Moderator

Cowen

Michael Elias is a Senior Equity Research Analyst at Cowen covering the Communications Infrastructure sector including Data Centers and Content Delivery Networks (CDN’s) and has been a member of the Communications Infrastructure team at Cowen since 2017. Prior to joining Cowen, Mr. Elias worked as an equity analyst at Xanthus Capital Management. Mr. Elias received his B.S. in Industrial Engineering and Operations Research: Engineering Management Systems at Columbia University’s School of Engineering and Applied Sciences.

Exploring the Economic Drivers and Impacts of the Data Center Industry

What Opportunities Lay Ahead?

Daniel English

Daniel English

Managing Partner

Legacy Investing

Robert Fey

Robert Fey

Senior Manager, Property Tax Commercial

Ryan

Michael Ortiz

Michael Ortiz

CEO

Layer 9 Datacenters

Anton Moldan

Anton Moldan

Senior Managing Director

Macquarie Asset Management

Alexis Stobbe

Alexis Stobbe

VP & Data Center Global Market Leader

Jacobs Engineering

Miles Loo, Jr.
Moderator

Miles Loo, Jr.

Vice Chairman, Global Practice Leader – Data Centers

Newmark Valuation & Advisory

Daniel English

Managing Partner

Legacy Investing

Daniel English is the President and Co-Founder of Legacy Investing, an investment firm focused on technology impacted real estate. Legacy has completed >$3B in transactions across 19M SF in data centers, e-commerce industrial assets, and life science buildings. Prior to co-founding Legacy Investing, Daniel was a tech start-up executive with leadership roles across M&A, corporate development, strategy, and product management. Daniel studied engineering at Carnegie Mellon University and Economics and Finance at Emory University.

Robert Fey

Senior Manager, Property Tax Commercial

Ryan

Robert Fey joined Ryan in 2022 in the Arlington, Virginia office, where he serves as a senior manager of commercial property tax. Robert has over a decade of government appraisal experience in Northern Virginia localities Loudoun, Fairfax, and Prince William. Robert specializes in providing real property tax consulting services to his clients, Robert has extensive experience with various property types, including data centers, and other going-concern properties, in addition to office buildings, shopping centers, multifamily, and industrial buildings. Robert has lectured on various property tax topics and has appeared as a speaker for numerous tax organizations.

Michael Ortiz

CEO

Layer 9 Datacenters

Michael bring 23 years of investment banking, commercial real estate, and digital infrastructure experience, and with it he brings a deep understanding how mission critical infrastructure is the bind which holds today’s digital economy together. Serving as Chief Executive Officer for Layer 9 Data Centers, Michael leads the organization’s growth initiatives into Latin America where Layer 9 will begin delivering in 2023 hyperscale data center solutions to cloud service providers and enterprise 1000 clients.

Michael has maintained leadership roles with hyperscale data center operators, Digital Realty and DuPont Fabros Technology and previously served in Portfolio Management at Equity Office Properties through the sale of the company to Blackstone in 2007. Michael’s investment banking experience at JP Morgan and Mitsubishi Tokyo Financial Group focused on capital debt placements and distressed credit workouts. Michael recently earned his Executive Education Certifications in Cybersecurity and Artificial Intelligence from the University Of Oxford.

Alexis Stobbe

VP & Data Center Global Market Leader

Jacobs Engineering

Alexis Stobbe recently joined Jacobs as our Vice President and Data Centers Market Leader. He is responsible for growing the data centers business in key geographies, partnering with our sales and operations team to offer our clients innovative solutions and drive successful project delivery. Alexis brings nearly 25 years of operations and business development experience with a focus in the data center industry. In his previous role as Chief Operating Officer for Anord Mardix, Inc., he successfully led a global rebranding and growth strategy including multiple new product launches. Alexis earned his degree in economics from the Wharton School, University of Pennsylvania. As a veteran of the United States Marines where he served as a fighter pilot and reserve officer, Alexis is passionate about giving back by working with multiple foundations to mentor veterans through their career transitions. He enjoys spending time with his wife Ellen and their five children.

Miles Loo, Jr.

Moderator

Newmark Valuation & Advisory

Miles Loo Jr., CRE, FRICS, joined Newmark Valuation & Advisory in 2017 in the Downtown Los Angeles office, where he serves as Vice Chairman and the Global Lead for Newmark Valuation & Advisory’s Data Centers & Life Science group. Miles is well recognized as the industry’s leading appraiser of data center properties. His experience includes advising private equity funds, institutional investors, large pension funds, Fortune 500 companies, cloud companies and Global IT conglomerates on investments in all types of data centers, including mission critical, disaster recovery data centers, colocation facilities, carrier hotels, internet gateways and life science properties. These assignments have involved data centers owned and/or operated by Fortune 500 companies across numerous industries as well as Uptime Institute Site Certified Tier III and Tier IV facilities; U.S. Green Building Council (USGBC) LEED Platinum, Gold and Silver buildings; and state and federal disaster recovery data centers. Miles has led valuations of large individual and portfolio valuations spanning multiple countries across six continents (NA, EMEA, APAC, LATAM and African regions) and has consulted on a number of the world’s largest data centers.

Opening Presentation: State of the Market:

Leasing Trends, Pricing Dynamics and Future Outlook

Robert Walters

Robert Walters

Principal, Data Centers Sales & Leasing

Avison Young

Robert Walters

Principal, Data Centers Sales & Leasing

Avison Young

Robert Walters has 14 years of commercial real estate experience, initially on the acquisition and development side of the business. He currently focuses on the sale and leasing of office and flex product throughout Northern Virginia. Since joining Millennium in 2002, Rob's combined sales and leasing activity totals more than $700 million. Recent accomplishments include: 100,000 sf lease with Blackbird Technologies, 220,000 sf lease with CACI, 120,000 sf lease with Qinetiq, and the prelease of 435,000 sf to the EPA to kick off the Potomac Yard office project. Rob joined Avison Young as a result of the June 2011 acquisition of Millennium Realty Advisors.

Prior to joining Millennium, Rob worked as an analyst/development project manager for Monument Realty LLC, where he focused on the acquisition and development of office product in the Washington, DC metropolitan area. His responsibilities included valuation of both income-producing property and ground-up development, obtaining third-party financing, construction management, asset management, budgeting and financial and physical due diligence. Projects included the development of Presidents Park and the first three phases of Monument @ Worldgate totaling 1.2 msf.

Prior to that, Rob worked as a financial analyst for CB Richard Ellis’ investment properties group, where he was responsible for the valuation and marketing of $2.5 billion of office, industrial, retail and multi-family space nationwide.

Notable Digital Infrastructure and Data Centre Acquisitions and News

Why You Can't Miss This CRE Data Center Event

What You'll Learn About Data Center Capital Markets:

  • How DigitalBridge, a leading digital infrastructure REIT, built its platform and what it will be focusing on next

  • A deep dive into the investment landscape of the data center asset class, and the opportunities to break into the industry

  • Given the industry's growth along with the acceleration of consolidation, what is the next phase of the capital markets lifecycle?

  • What do the convergence of a CRE asset class and the infrastructure asset class mean for financial players?

  • With increased interest rates and a recession looming, what can we expect to see in the short and long term from investors? How will they be deploying their assets and where?

How You'll Do More Business In the Data Center Industry: Learn how density and market competition continues to be a limited challenge for expansion in the regions, which deals are coming to the market, and how industry titans are driving new trends to shape expansion intentions in the era of Industry 4.0.

Who You'll Network With: Providers, investors, contractors, lawyers, consultants, brokers, end users, CEOs, vice president of construction, engineers, head of facilities, director of operations, city officials 

Why You Should Attend The Conference: Learn how the key data center market is leading expansion solutions that the rest of the sector will follow at the largest data center conference of the year. 

Questions about your ticket purchase or interest in sponsoring? Reach out to our Global Director of Data Centers, Adam.Knobloch@Bisnow.com.

Agenda

Time Activity
11:30 AM
12:35 PM
Registration, Breakfast and Networking
12:35 PM
12:40 PM
Opening Remarks: Welcome to the DICE Capital Markets Summit
12:40 PM
1:00 PM
Opening Presentation: State of the Market: Leasing Trends, Pricing Dynamics and Future Outlook
1:00 PM
1:45 PM
Capital Market Dynamics: What is the Current Investment Landscape of the Data Center Industry?

The data center industry has grown in size, attracting various industry constituents and investors for participation. With this growth, deal structures have evolved, asset securitizations have emerged, and industry M&A has accelerated, fueled by major data center operators and non-traditional acquisitions. The big question from here is what is next or what must happen next to transition the industry into the next phase of the life cycle, supported by the capital markets and its constituents.

1:45 PM
2:10 PM
Networking Break
2:10 PM
3:00 PM
Exploring the Economic Drivers and Impacts of the Data Center Industry - What Opportunities Lay Ahead?

With demand and momentum for the data center industry accelerating to a new all time high, seen through major cloud company capital expenditures, the big question remains if there is still opportunity to invest, compete, and develop data center properties. What are the barriers to entering the industry, the on-going challenges with development and supply chains, and the capital formation required to compete effectively for cloud business while maintaining specified investment return targets?

3:00 PM
3:45 PM
Debt, Equity, M&A, JV: In a High Interest Rate Environment, How Will Private Equity Firms and Lenders Leverage Their Assets?

With interest rates increasing at record levels, bear market activity at play and recession looming, how are investors putting their capital to work? Given the variety of investment vehicles there are to deploy, what are the opportunities in the current market? Will M&A continue to consolidate the industry? What can we expect to see in the short and long term from investment firms?

3:45 PM
4:00 PM
Post-Event Networking