SHOW.INCOMPAS.ORG 13 THE INCOMPAS SHOW 10:10 a.m.–10:40 a.m. AI Has a Geography Problem. Rural America Has the Solution. Legends Ballroom D AI is reshaping the data center map. Rural America offers a powerful alternative with access to land, power, diverse fiber routes, and room to scale. Bringing compute closer to where data is created and consumed reduces latency, improves resilience, and supports emerging AI and edge applications. This panel will explore how rural connectivity unlocks the next evolution of AI infrastructure and economic opportunity. Moderator: Justin Forte, President & CEO, INDATEL Services Speakers: Seth Arndorfer, CEO, Dakota Carrier Network Rob Worden, President & CEO, Vision Net 10:45 a.m.–11:15 p.m Keynote Legends Ballroom D David J. Grain CEO and Founder Grain Management LLC David Grain, CEO and Founder of Grain Management, brings a uniquely authoritative perspective on where digital infrastructure is headed. With decades of experience scaling major communications networks and directing capital across towers, fiber and next-generation platforms, David will discuss the forces reshaping the communications ecosystem, from growing connectivity demand to the long-term trends defining the industry’s future. His keynote will offer a clear, strategic view of how the infrastructure landscape is shifting, where momentum is building, and the opportunities that matter most for builders, operators and investors. 11:00 a.m.–Noon Buyers Forum Broadway Ballroom Pre-Function Connect with top industry buyers from across the country in a speed-meeting format. Open to all registered INCOMPAS Show attendees. 11:20 a.m.–12:15 p.m Capitalizing on the Digital Backbone: Private Equity and Infrastructure Investments Legends Ballroom D The digital backbone is no longer a supporting layer of the economy—it is the economy. As demand for connectivity, cloud scale, AI compute, and datarich applications surges, private equity firms are backing everything from nextgen fiber and edge nodes to AIready data centers and digital energy solutions. This session brings together investors and institutional capital providers to examine where value is being created, how investment strategies differ, and what macroeconomic, technological, and regulatory trends will shape the next decade of digital infrastructure investing. Moderator: Andrew D. Lipman, Partner, Morgan Lewis Speakers: Jason Hill, Managing Director & Co-Head of U.S. Technology, Global Head of Digital Infrastructure, Houlihan Lokey Alex Kozak, Managing Director, Telecom and Digital Infrastructure, Guggenheim Securities LLC 11:30 a.m.–1:00 p.m. Lunch in the Exhibit Hall Broadway Ballroom Sponsored by 1:00 p.m.–3:00 p.m. Specialty Coffee INCOMPAS Bar – Broadway Ballroom Sponsored by
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