II London Agenda

Panel: The next phase of digital infrastructure investing

16 Sept 2026

09:20 - 10:00

Plenary

Which digital sub-sectors are gaining momentum, where is the market nearing saturation, and how should investors approach diversification?
How are operational constraints shaping opportunities and returns?
How are investors assessing risk, liquidity, and returns in the evolving markets, and what makes a strategy truly differentiated today?

Speakers

Laurens-Jan Sipma, Senior Director - APG Asset Management

Vijay Shinde, Global Account Manager - Siemens Energy

Lisa Weaver-Lambert, Managing Director, Data and AI - Interpath

Anna Kihm, Investment Manager - MEAG

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