[CAPRE Webinar Replay] Capital Flows in Data Centers & Digital Infrastructure with Alberta Investment Management Corp., Goldman Sachs, Colo Atl, Alinda Capital Partners, Newmark Knight Frank, Wells Fargo, Digital Colony and Devonshire Investors

On July 27, CAPRE’S INTERNATIONAL DATA CENTER SERIES hosted an in-depth webinar and video presentation about capital flows in data centers and digital infrastructure. The CAPRE webinar was sponsored by SEYFARTH’S DATA CENTER SERVICES. Specifically, the panelists discussed the emergence of new investors and where capital is settling against the backdrop of the COVID-19 challenge. Speakers represented: Alberta Investment Management Corp., Goldman Sachs, Colo Atl, Alinda Capital Partners, Newmark Knight Frank, Wells Fargo, Digital Colony and Devonshire Investors. The full-length, two-hour webinar in now available in replay format.

CAPRE Webinar Replay | CAPRE’s Capital Flows in Data Centers & Digital Infrastructure

July 29, 2020
3pm-5pm ET

Sponsor: Seyfarth Shaw
Sponsor Speaker: Mike Rechtin, Equity Partner, Seyfarth Shaw LLP
Featured Speakers:
* Bilal Choksi, Portfolio Manager – Real Estate, Alberta Investment Management Corp.
* Jeff Ferry, Director, Goldman Sachs
* John Ghirardelli, Director – U.S. Innovation, American Tower / General Manager, Colo Atl
* Nelson Gomes, Senior Vice President of Development, Medicus IT
* Jason S. Levy, Director – Global Investments, Alinda Capital Partners
* Miles Loo, Jr., Executive Vice President, Newmark Knight Frank
* Eric Luebchow, Senior Analyst, Vice President – Equity Research, Wells Fargo Securities, LLC
* Jonathan Mauck, Managing Director, Digital Colony
* Robert Walsh, Managing Director, Devonshire Investors (Fidelity)

Schedule:

3:00-3:10 Opening, Welcome Remarks, Panelist Introductions

3:10-3:20 Sponsor Remarks & Slideshow: Seyfarth Shaw LLP

3:20-3:40 Special Guest Update: Special Q&A

3:40-4:10 Segment #1: Capital Flows in Data Centers & Digital Infrastructure: Who are the New Investors? And, Where is Capital Settling?
Proposed Discussion Points:
* In what aspects of data centers (colo/wholesale/hyperscale) are institutional investors deploying capital today, and why?
* Chasing yield: Are investors seeking opportunities in second and third tier markets? Is this the “next frontier” for the industry?
* Are institutional investors more eager to build or buy over the next 12 months and why?
* What type of data center is being constructed today (hyperscale, colocation, wholesale)?
* Why is Astra Capital Management investing in DartPoints? Why is American Tower jumping into data centers? What synergies do they see? What are the new applications?
* What lured new investors into the sector?
* Where is pricing after COVID-19? How competitive? And is this more of a landlord’s market now? Has the pendulum swung to being a landlord’s market?
* With low cost of debt, are companies restructuring their debt?
Hear from:
* Bilal Choksi, Portfolio Manager – Real Estate, Alberta Investment Management Corp.
* Jeff Ferry, Director, Goldman Sachs
* John Ghirardelli, Director – U.S. Innovation, American Tower / General Manager, Colo Atl
* Jason S. Levy, Director – Global Investments, Alinda Capital Partners
* Miles Loo, Jr., Executive Vice President, Newmark Knight Frank
* Eric Luebchow, Senior Analyst, Vice President – Equity Research, Wells Fargo Securities, LLC
* Jonathan Mauck, Managing Director, Digital Colony
* Robert Walsh, Managing Director, Devonshire Investors (Fidelity)

4:10-4:40 Segment #2: The Ins-and-Outs of Healthcare Data Centers & Cloud Infrastructure in a Pre-Current-and Post COVID-19 World
Proposed Discussion Points:
* How has increased demand for medial services impacted existing healthcare system data center and digital infrastructure over the last four months?
* How is COVID-19 likely to impact decision making about healthcare system IT, data centers and related digital infrastructure?
* How might self-care and monitoring (and related AI products) accelerate during the COVID-19 environment?
* How could cell phone monitoring and tracing be advanced to monitor future health emergencies?
* What are your key takeaways over the last four months related to COVID-19 and the digital infrastructure necessary to support the medial industry?
Hear from:
* Scott Becker, Partner, McGuireWoods LLP / Publisher, Becker’s Healthcare
* Nelson Gomes, Senior Vice President of Development, Medicus IT

4:40-5:00 Roundtable & Forward Thinking: Finding the Silver Lining Today, Finding Opportunity in Challenge, and Finding Opportunity in Crisis
Proposed Discussion Points:
* What lessons have you learned since the onset of the pandemic?
* What is the unique opportunity for you today?
* How could the pandemic bring about positive changing in marketing & media strategies?
* What should we know that we don’t already know?

 

For information about CAPRE’s Commercial Real Estate Daily Webinar, including sponsorship and speaking opportunities, please contact Brian Klebash at +1-646-331-8777.