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ITW Agenda 2025

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Investment Keynote Panel: Recalibrating capital for tomorrow's ubiquitous connectivity

05 May 2025
Keynote Stage
Keynotes Data Centre & Cloud Investment Connectivity Infrastructure

Global demand for seamless connectivity is skyrocketing, but liquidity and power constraints are testing digital infrastructure investment strategies and traditional financing models. This is pushing operators and investors to explore innovative financing mechanisms and solutions such as asset-backed securitization and JVs. Meanwhile, M&A activity is being redefined by distressed assets and more opportunistic acquisitions. To meet tomorrow's connectivity demands, recalibrating capital allocation is no longer optional, it's imperative. This panel will explore:

  • How can alternative financing vehicles address rising cost pressures? 

  • How can operators maintain investor confidence? 

  • How are market players balancing risk and maximising yield in a volatile global context? 

  • What frameworks ensure long-term capital alignment with sustainable and scalable infrastructure growth? 

Chairperson
Kemal Hawa, Corporate Partner - Kirkland & Ellis
Speakers
Andrew Thomas, Senior Managing Director, Head of Communications, Global ex-Europe - Stonepeak
Joshua Pang, MD & Head of Digital Infrastructure - Carlyle Global Infrastructure
Horace Zona, MD - DigitalBridge
View all ITW Agenda 2025