)
)
)
Fund or Platform? What are the vehicles, and what’s for sale?
Everybody claims to have “powered land.” What does investment grade actually mean when the market is moving faster than lenders can define it?
Why are the biggest allocators building their own vehicles rather than deploying through GPs? Crucially, hearing directly from the allocators setting them up — not just the platforms they've spun out. We will discuss where the large public players fit in and what structures offer the best for various classes of capital owners.
-
Customer type, powered access, contracted revenue quality — the real variables
-
Hyperscaler vs neoscale finance: How do you match 20-year debt with 10-year DC contracts?