11:45 AM
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Jeremy Goldstein of Sterlington joins Meghan Baivier, CFO of Aligned Data Centers, for a behind-the-scenes look at one of the landmark digital infrastructure transactions of recent years: the structure, the negotiations, and what it means for the market.
12:05 PM
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- How is the shift to power-led development and gigawatt projects changing the deal landscape?
- How do power, capital and demand interact, and which will shape investment decisions the most in 2027?
- What does the full capital stack look like, from development through to long-term financing?
- Which pools of capital are becoming most active?
Moderator
3:15 PM
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- How are behind-the-meter deals being structured? And what is driving decisions around single structures and separate raises?
- How is project on project risk being allocated between parties?
- How are lenders underwriting power generation risk, long term energy pricing and five 9’s reliability requirements?
- Are new power solutions accelerating timelines at the cost of technology and oversupply risk?
4:20 PM
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- As community approval becomes material to project delivery, what mitigation strategies are most effective?
- How are lease structures evolving to protect against obsolescence risk? And how are investors pricing accordingly?
- How are permitting uncertainties and moratoriums creating valuation divergence across US markets?
- How is project on project risk being underwritten?
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