Michael Obhof
Michael Obhof
Speaker
Senior Managing Director

Ardian

United States

Upgrade to initiate conversation first

Upgrade

Plenary 2 / SoBro Ballroom

Cloud Cabin (Digital Infrastructure)

M&A

Michael Obhof
Senior Managing Director,
Ardian
Suruchi Ahuja
Chief Executive Officer,
Tillman Infrastructure

Explore key features of Digital Infrastructure assets that appeal to investors interested in getting long duration exposure and looking to capitalize on the opportunities this market presents

  • Will the traditionally dominant first tier markets continue to attract the most investment or will we see more appetite for M&A activity in second and third tier markets?

  • Do any digital assets/ regions pose conflicts with funds’ investment mandates or provide opportunities for insurance/pension funds?

  • Have specialist digital funds enjoyed an advantage over generalist infrastructure funds in competing for assets?