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CAPRE’s 2019 Data Center & Cloud Infrastructure Forecast East

Jan 31, 2019

Agenda

Jan 31, 2018
6:00 am - 7:30 am

Exhibitor Set-Up

7:00 am - 8:20 am

Registration, Breakfast & Networking

8:00 am - 8:05 am

Opening Remarks: Welcome & The Big Picture for 2019

Hear from:
* Jeffrey Moerdler, Partner, Mintz Levin

8:05 am - 8:35 am

Allen Tucker’s Observations: Looking Back at 2018 and Looking into the Crystal Ball for 2019


Proposed Discussion Points:.
* Allen’s takeaways from 2018: Northern Virginia regional review, national review
* Allen’s thoughts on growth of hyperscale
* Allen’s crystal ball for 2019: Development, investment and leading outlook for Northern Virginia and national markets
Hear from:
* Allen Tucker, Managing Director, Jones Lang LaSalle

8:35 am - 9:00 am

5G DEPLOYMENTS TO DENSIFY COLOCATION: REALITIES ABOUT THE 'NEXT WAVE'

Discussion Points:
* 5G will impact data centers in the second half of 2019, around the same time many hyperscale data center developments are completed
* 5G will require densification of major metro cities to enable higher download and transmission rates, this will require more service provider equipment and colocation capacity to process the heightened levels of data
* Interconnection revenues will increase as a function of more equipment deployments to support elevated activity; expect interconneciton dense operators to see initial benefits of this transition
* Hyperscale Capex will begin to decelerate around the same time 5G deployments will accelerate, offering a tailwind to colocation providers
* The 400GB switching upgrade cycle will be in full swing in the second half fo 2019, around the same time 5G deployments will begin to scale, a unique dynamic for data centers given electrical constraints
* Tier 1 data center markets will become more strategically important given their metro network densities
Hear from:
* Sami Badri, Senior Analyst, Credit Suisse

9:00 am - 9:45 am

Capital Raising Outlook in 2019 for Data Center Portfolios: Growth of the Mission Critical Industry Against Possible Macro-Economic & Technology Industry Challenges

Proposed Discussion Points:
* What is the impact of stock market volatility on data centers?
* What’s up with Apple?
* How will the U.s.-China ‘Trade War’ impact our industry?
* What is the equity perspective of data center space with shifting workloads?
* What is the impact of interest rates hikes for data centers valuations, borrowing costs and development yields?

Hear from:
* Fentress D.L. Boyse, AVP – Private Infrastructure, Partners Group
* Andrew Gold, Principal, Datacenters Unlimited Management Partners

9:45 am - 10:00 am

Networking Break

10:00 am - 10:45 am

Data Center & Cloud Infrastructure CEO Panel: The View from the Top for 2019

Proposed Discussion Points:
* Speed of construction at this stage of the cycle: What are real timelines? What are fake timelines?
* Is vertical the new trend?
* Could the U.S. market see the infusion of new capital in 2019?
* Will supply continue to create demand?
* Will this property type continue to mature in the years? And, how will it evolve?
* What do current c-suite executives view as the most significant challenge over the next two years?
* How will 2019 play out in terms of leasing, absorption of new product compared to prior years?

Hear from:
* Jake Ring, Co-Founder & CEO, GIGA Data Centers
* Buddy Rizer, Executive Director – Economic Development, Loudoun County
* Emil Sayegh, CEO, Hostway Services, Inc
* Eli Scher, Chairman and CEO, New Continuum

10:45 am - 11:45 am

Innovations in Data Center Power Generation & Energy Reuse

Proposed Discussion Points:
** DATA CENTERS AND NEIGHBORHOOD DEVELOPMENT **
* HAVE: Data centers have connectivity and backup power generation. They have high availability i.e. power and cooling storage. Data centers have high speed networking and internet connectivity.
* NEED: Data centers need IT customers, power and cooling for IT, and to share their resources with the neighbors.
* OPPORTUNITIES
* DATACOM hotel: high speed connectivity for the neighborhood, low investment cost and many customers in near proximity.
* Data centers can use their IT waste heat to heat and cool a district: residential, commercial and industrial neighbors.
* Data centers can selectively sell their generator power to electric utilities for peak shaving.
* Data centers can be designed to utilize natural resources including air economizers, lakes/oceans temperature, hydro and wind power, instead of heating the atmosphere.

** DATA CENTERS AND UTILITIES **
* Electric utilities include growing data center customer demand, when planning future power capacity.
* “Data Center as a Utility” is selling connectivity, thermal power, electricity, and reliability.

** DATA CENTERS AND URBAN PLANNING PROCESS **
* Design intentional community around a new data center in order that businesses can utilize reliable power and thermal energy, high speed connectivity, and housing for data center support staff.
* Data center site selection will be influenced by right fit of neighbors to consume connectivity, emergency power, and thermal power.
* Lessons learned from “across the pond”: European data centers design data centers into their community energy, electricity and connectivity plans

Hear from:
* Henry Amistadi, IT and Data Center Analyst, MITRE
* Joshua New, R&D Staff, Oak Ridge National Laboratory

11:45 am - 12:30 pm

Networking Luncheon

12:30 pm - 1:00 pm

Luncheon Keynote: International Adoption of Cloud Infrastructure in Tandem with the Digital Economy

Proposed Discussion Points:
* How is private enterprise adopting cloud infrastructure in the various global regions?
* What countries are “leading the pack” and why?
* What are obstacles, and perceived obstacles to cloud adoption in the U.S., and why?
* What is the most significant change coming in 2019 on the provider side?
* How is enterprise end-user mindset likely to change in 2019?
* How will the U.S.-Chinese trade war impact the data center industry in 2019?

Hear from:
* Mehdi Paryavi, Chairman, International Data Center Authority (IDCA)

1:00 pm - 1:30 pm

MID-ATLANTIC DEVELOPMENT, INVESTMENT & LEASING OUTLOOK FOR 2019: Exploring Growth of Hyperscale, Edge and Colocation

Proposed Discussion Points:
* Analysis of speed of construction in the Northern Virginia market
– Analysis of permitting issues/obstacles in Virginia
– From the public sector perspective, how are regional economic development executives pushing to get sites shovel ready?
* Analysis of new product coming online: hyperscale, colocation or edge
* Growing vertical: Will new data center go vertical?
* Analysis of land acquisitions in the Northern Virginia market
* Could this market see supply meet demand in the coming years? Or, will supply continue to create demand?

Hear from:
* Richard A. Cobert, Manager – Economic Development, Stafford County
* Chris Curtis, SVP Acquisition & Development, Compass Datacenters
* Stuart Dyer, Business Development Manager, CyrusOne
* Jamie Jelinek, Data Center Solutions, CBRE
* Lee Kestler, Chief Commercial Officer, Vantage Data Centers
* William McCausland, Key Account Development Specialist, Dominion Virginia Power

1:30 pm - 2:00 pm

Competitive East Coast Markets: The Outlook for NORTHEAST and SOUTHEAST DEVELOPMENT, INVESTMENT & LEASING OUTLOOK FOR 2019

Proposed Discussion Points:
* Analysis of New Jersey, New York, Greater Boston and Greater Philadelphia markets
* With improved latency, will northeast markets continue to see absorption shift to the larger and more established Northern Virginia marketplace?
* What are factors driving demand in Northeast markets?
* What are the core market drivers that help Atlanta compete against NOVA?
* What are the challenges that may hinder the further expansion of the Atlanta Market?
* What types of new development are on tap for 2019 in Atlanta and who are the players?
* How do Charlotte, Raleigh and Jacksonville influence the southeastern US Market?
* The importance of edge to sustaining growth in core markets
* What are the drivers of traffic at the edge?
* Do mobile networks need edge capacity?

Hear from:
* Moderator: Adam Waitkunas, President and Founder, Milldam Public Relations
* Gabe Cole, Chairman and CEO, Deep Edge Technologies
* Toby Haertl, Business Development Manager – Enterprise, CyrusOne

2:00 pm - 2:30 pm

Innovations in DCIM: How AI, IoT & Blockchain Are Changing the Operations Game

Description:
A whirlwind of disruptive technology has the potential to revolutionize the DCIM game — significantly increasing efficiency and decreasing TCO. Artificial Intelligence, the Internet of Things, Blockchain and cutting-edge DCIM platforms are all changing what it means to not only monitor but manage a data center.

Proposed Discussion Points:
* How can AI and IoT increase efficiency and decrease TCO for a data center?
* What kind of blockchain-based applications can potentially be used for data center operations?
* How can AI, IoT and blockchain-based technologies combine for data center applications? What’s feasible (and what’s not) at this maturation stage of the data center industry?
* How important are new DCIM “glass panes” — are they taking hold?
* What are the emerging new platforms that have the ability to revolutionize data center management?

Hear from:
* Kelly Morgan-Szydlo, Vice President – Services, The 451 Group
* Patrick South, Vice President of Development, Chamber of Digital Commerce
* Alex Jacome, CEO, Achievion Solutions

2:30 pm - 3:00 pm

Networking Break

3:00 pm - 3:30 pm

DATA CENTER ARCHITECTURE, DESIGN & ENGINEERING INNOVATIONS IN 2019: WHAT IS THE 'NEW MODEL' TO MEET HYPSERCALE GROWTH?

Proposed Discussion Points:
* How do we plug high-density into a low-density environment?
* Designing for for cloud players vs traditional wholesale and retail
* Migrating to the Cloud: How will the public and private sectors’ transition to the cloud in the next 5-10 years change design plans?
* Colo trends: How can data center designers plan for variable density models as customers vary in density needs?
* Latest and most effective future-proofing strategies
* How can data center engineers better address end user’s latency and connectivity concerns?

Hear from:
* Moderator: Dennis Julian, Director of Design & Principal, Integrated Design Group
* Donald Mitchell, Data Center Division Manager, Victaulic
* Ross Rebraca, Vice President – Technology Sector, HITT Contracting Inc.
* Michael Whitlock, Director Of Operations, Sabey Data Centers

3:30 pm - 4:00 pm

THE IMPACT OF EUROPE, ASIA, CANADA & BEYOND: DATA CENTER DEMAND-SUPPLY AND FORECASTING THE FACTORS AT PLAY ACROSS THE BORDER

Proposed Discussion Points:
* Exploring the play of hyperscalers in Europe
* Hyperscale play in U.S. is boosting colocation: Will we will see this trend in Europe?
* Analysis of demand-supply in Britian, Eurozone, Asia-Pacific region
* What types of investors and developers have been most active in Europe and Asia over the last 12 months?
* Have GDPR & Brexit driven more hyper-local business?
* With all fanfare surrounding edge, is this opportunity really materializing in global regions?
* Subsea cables to-and-from Europe & impact on Virginia Beach and broader Mid-Atlantic market
* How are American-backed firms looking to deploy capital overseas in 2019? And, are certain areas more viable than others, i.e. Taiwan, Indonesia
* Cost-competitive energy sector analysis outside of the U.S.
* GDPR and Brexit update: From a legal perspective, what should American investors know about implementation of these measures? What are penalties going forward?

Hear from:
* Drew Leonard, Strategy, Evoque Data Center Solutions
* Chris Moon, Managing Director – Technology & Telecom Banking, ING
* Philbert Shih, Managing Director – Canada, Structure Research

4:00 pm -

Post-Event Networking