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

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

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 & Technology Correspondent - The Financial Times
Speakers
Thibault Contat Desfontaines
Thibault Contat Desfontaines, Co-Head of Infrastructure Equity, Europe - UBS Asset Management UK Ltd.
Victor Pons Mesman
Victor Pons Mesman, CFO & CSO - LYNTIA NETWORKS
Andrea Kraus
Andrea Kraus, CCO - Eurofiber Group
Jennifer Smith
Jennifer Smith, Chief Financial Officer - ZAYO EUROPE