Michael Obhof
Michael Obhof
Speaker
Senior Managing Director

Ardian

United States

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DIGITAL INFRASTRUCTURE AMERICAS

Closer dive in valuations for digital infrastructure assets  - Much like the global health of the financial markets are affecting traditionally protected assets, they have the potential to truly affect newer, shorter termed contracts.

  • How does this interest rate and valuation changes affect digital assets? How long will it last? 
  • How are themes of convergence between assets changing the landscape of how projects are delivered?
  • Supply chain in digital infrastructure – is this a more secure asset class with opportunities in nearshoring? Or just as impacted as any other market?
  • How is 5G building out across the US?
Michael Obhof
Senior Managing Director, Ardian
Vineet Agrawal
Executive Vice President, PIMCO
Madelyn​ Nolan
Vice President, Brookfield
Moderator
Kemal Hawa
Shareholder, Greenberg Traurig LLP