Understanding the Nuances of the Data Center Sector in the Era of AI

Understanding the Nuances of the Data Center Sector in the Era of AI

In this presentation Casey will walk through what’s really happening in the data center industry today. He’ll discuss the status of power access and what moratoriums could actually mean for developers, investors, and tenants. He’ll provide an update on market fundamentals including demand, supply, and capex spending by data center tenants. Lastly he’ll share his perspective on what an investor in the sector should consider before making a commitment.

Speaker
Casey Miller, Managing Director - Portfolio Management

EVENT TIMELINE:
11:45 AM: Registration
12:00 PM - 1:00 PM: Presentation & Lunch