Opening Panel: What Is Fibre Really Worth? Reassessing Value in Europe's Infrastructure Market

13 Oct 2026
The Fibre Investment Stage
Core Infrastructure & Capacity (Fibre, Data Centres, Subsea) , Investment, Finance & Market Dynamics

As Europe's fibre market matures, the focus is shifting from network build to long-term value creation. From incumbents and wholesale networks to altnets, this panel explores how fibre assets are being assessed, what drives value in today's market, and where investors see the greatest opportunity.

Chairperson
Kieran Smith
Kieran Smith, Telecoms and Technology Correspondent - The Financial Times
Speakers
Thibault Contat Desfontaines
Thibault Contat Desfontaines, Co-Head of the Infrastructure Equity Europe - UBS Asset Management
Victor Pons Mesman
Victor Pons Mesman, CFO & CSO - LYNTIA NETWORKS
Andrea Kraus
Andrea Kraus, CCO - Eurofiber