Agenda

Panel: AI & data centres – maintaining infrastructure’s surge into the world of tomorrow

24 Mar 2026

10:20 - 11:00

Plenary

To what extent is the AI-driven surge in demand for data centres reshaping the investment opportunities for these assets? How will it transform further in the future?
North America, Europe, APAC and elsewhere – how are investors diversifying across regions that are proving ripe for AI infrastructure?
Managing risk, being proactive with power, and anticipating policy – the keys to succeeding in future years?

Moderator

Federico Fruhbeck , Partner - Gibson, Dunn & Crutcher

Speakers

Ada Cerne, Head of Digital Infrastructure - Edmond de Rothschild Asset Management

Michael Turner, Managing Director, Infrastructure Investments - CIM

Marco Pugliese, Partner & Head of Digital Infrastructure for Europe - GIP, a part of BlackRock

Alexey Teplukhin, Managing Director - Blue Owl Capital

Marc Sorel, Partner - McKinsey & Company

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